2022-09-12T12:03:12-05:00 2021-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2021-01-01 116062801 INTERNATIONAL CLAIM ASSOCIATION INTE 2024520143 1800 M STREET NW 400S WASHINGTON DC 20036 ANTONIO FERRANTE PRESIDENT 2024520143 2022-08-29 1 ANTONIO FERRANTE 999009999 DANIEL L WEAVER P01249346 3019860600 2022-08-31 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ANTONIO FERRANTE 1800 M STREET NW 400S WASHINGTON DC 20036 526941 0 X WWW.CLAIM.ORG X 1909 DC ADDRESS BROAD RANGE OF LIFE, HEALTH AND DISABILITY CLAIM ISSUES AND PROVIDE A FORUM FOR INFORMATION EXCHANGE AND A PROGRAM OF EDUCATION. KEEP MEMBERSHIP INFORMED BY PROVIDING PUBLICATIONS AND HOLDING ANNUAL EDUCATION CONFERENCE. 13 13 0 100 0 0 0 0 435095 493979 30745 32962 0 0 465840 526941 0 0 0 0 0 0 0 0 0 511231 409880 511231 409880 -45391 117061 1368285 1524976 167627 185458 1200658 1339518 EDUCATE AND CONDUCT RESEARCH RELATING TO CLAIM ADMINISTRATION. 0 0 MEETING: PROVIDE OPPORTUNITY TO DISCUSS AND BRING TOGETHER HUNDREDS FROM NORTH AMERICA AND AROUND THE WORLD FOR WORKSHOPS, GENERAL SESSIONS, AND INFORMATIVE SEMINARS. EDUCATION: PROVIDE PUBLICATIONS AND EXAMS TO PROMOTE EFFICIENCY, EFFECTIVENESS, AND HIGH STANDARDS OF PERFORMANCE IN CLAIM ADMINISTRATION. COMMITTEES: PROVIDE FORUM FOR MEMBERS TO RESEARCH AND EXCHANGE IDEAS RELATING TO VARIOUS ASPECTS OF CLAIM ADMINISTRATION. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ASSOCIATION MANAGEMENT STRATEGIES 2025305910 1800 M STREET NW SUITE 400S WASHINGTON DC 20036 X ANTONIO FERRANTE PRESIDENT 1.00 X X 0 0 0 TRACEY G ZINCK IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 KAREN RIENDEAU VICE PRESIDENT 1.00 X X 0 0 0 CHUCK STORM SECRETARY 1.00 X X 0 0 0 BILL MCCLINTOCK TREASURER 1.00 X X 0 0 0 DORI FARREY DIRECTOR 1.00 X 0 0 0 WENDY BERNDT DIRECTOR 1.00 X 0 0 0 ADAM FORMUS DIRECTOR 1.00 X 0 0 0 FRANK BEST DIRECTOR 1.00 X 0 0 0 CINDY SUMNER DIRECTOR 1.00 X 0 0 0 ANN BINZER DIRECTOR 1.00 X 0 0 0 KIMBERLY TOMASELLI DIRECTOR 1.00 X 0 0 0 BILL DOLK DIRECTOR 1.00 X 0 0 0 CHRIS MURPHY EXECUTIVE DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 ASSOCIATION MANAGEMENT STRATEGIES 1800 M STREET NW SUITE 400S WASHINGTON DC 20036 MANAGEMENT FEES 277199 1 MEMBERSHIP DUES 900099 275550 275550 ANNUAL CONFERENCE 900099 136079 136079 COURSE OFFERINGS 900099 82350 82350 493979 32962 32962 526941 493979 0 32962 277199 4281 11789 3398 61571 17622 895 15473 3840 5599 COURSE LICENSING FEES 5324 COURSE ENHANCEMENT 2650 MISCELLANEOUS 239 409880 546782 672195 20209 5278 31970 68695 167075 144871 0 22204 756826 746604 12498 10000 1368285 1524976 22787 22818 144840 162640 167627 185458 X 1200658 1339518 1200658 1339518 1368285 1524976 117061 21799 0 X X 0 1 X 1 0 0 167075 144871 22204 22204 X 548740 21799 21799 526941 0 526941 409880 0 409880 0 409880 PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, ICA MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHROITIES BASED ON THE TECHNICAL MERTIS OF THE POSITION. EXAMPLES OF TAX PROVISIONS INCLUDE THE TAX-EXEMPT STATUS OF ICA AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNREALATED BUSINESS TAXABLE INCOME (UBTI). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEAR ENDED DECEMBER 31, 2021. ICA'S POLICY WOULD BE TO RECOGNIZE INTEREST AND PENALTIES, IF ANY, ON TAX POSITIONS REALTED TO ITS UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IN THE FINANCIAL STATEMENTS. NO INTEREST AND PENALTIES WERE ASSESSED OR RECORDED DURING THE YEAR ENDED DECEMBER 31, 2021. FORM 990, PART VI, SECTION A, LINE 3 AMS IS THE ORGANIZATION'S MANAGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 6 ANY COMPANY OR ASSOCIATION LICENSED, CHARTERED OR OTHERWISE AUTHORIZED BY ANY STATE OR PROVINCIAL GOVERNMENT OR ANY NATIONAL GOVERNMENT TO ENGAGE IN THE BUSINESS OF ADMINISTERING HEALTH, ACCIDENT, OR LIFE INSURANCE CLAIMS, INCLUDING HEALTH MAINTENANCE ORGANIZATIONS, PREFERRED PROVIDER ORGANIZATIONS, HEALTH AND HOSPITAL SERVICE CORPORATIONS, THIRD PARTY ADMINISTRATORS, FRATERNAL BENEFIT SOCIETIES, INSURANCE COMPANIES, AND REINSURANCE COMPANIES, SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE ASSOCIATION. ANY INDIVIDUAL WHO (1) IS NOT EMPLOYED BY A COMPANY OR ASSOCIATION THAT IS ELIGIBLE FOR MEMBERSHIP IN THE ASSOCIATION, (2) IS ENGAGED IN A BUSINESS OR PROFESSIONAL ENTERPRISE IN WHICH HE OR SHE REGULARLY PROVIDES SERVICES TO ONE OR MORE COMPANIES OR ASSOCIATIONS ELIGIBLE FOR MEMBERSHIP, AND (3) IS SPONSORED BY AN EMPLOYEE OF A MEMBER COMPANY, SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A A NOMINATING COMMITTEE NOMINATES CANDIDATES FOR EACH OFFICE WHICH IS VOTED ON BY THE MEMBERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE ORGANIZATION'S ACCOUNT MANAGER, PRESIDENT, AND TREASURER BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS ENFORCED AND MONITORED THROUGH A PARTICIPATION AGREEMENT WHICH EACH OFFICER, BOARD MEMBER, COMMITTEE CHAIR, COMMITTEE MEMBER AND STAFF MEMBER SIGN ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 ICA MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS.