2025-06-16T09:00:59-05:00 2024-12-31 440160260 FORVIS MAZARS LLP 501 OFFICE CENTER DRIVE SUITE 300 FORT WASHINGTON PA 190343201 990 2024-01-01 116037615 SOCIETY OF INSURANCE FINANCIAL MANAGEMENT SOCI 9733036297 61 MOUNTAIN AVENUE CALDWELL NJ 07006 YELENA LAFORGIA PRESIDENT 9733036297 2025-05-22 1 0 KIRK J ELDRIDGE P00055220 2152591000 2025-05-22 2024 2025-03-06 01:10:19Z SIFM YELENA LAFORGIA 61 MOUNTAIN AVENUE CALDWELL NJ 07006 215603 0 X SIFM.ORG X 1959 NJ TRUSTED RESOURCE FOR INSURANCE FINANCIAL PROFESSIONALS AND FORUM TO LEARN ABOUT EMERGING TRENDS. 17 17 0 17 0 0 0 0 193061 201724 8 10 9600 13869 202669 215603 0 0 0 0 0 0 0 0 0 207899 231420 207899 231420 -5230 -15817 70855 60332 7549 12843 63306 47489 X THE ORGANIZATION PROVIDES A FORUM FOR MEMBERS TO LEARN, SHARE AND UNDERSTAND RECENT DEVELOPMENTS IN INSURANCE AND REINSURANCE ACCOUNTING, FINANCIAL REPORTING, TAXATION, REGULATION AND INFORMATION TECHNOLOGY. IT IS A TRUSTED COMMUNITY OF FINANCIAL INSURANCE PROFESSIONALS THAT FOSTERS AN EXCHANGE OF IDEAS AMONG ITS MEMBERS. 0 0 SIFM RUNS 4 QUARTERLY CONFERENCES EACH YEAR. SIFM AFFORDS MEMBERS THE OPPORTUNITY TO LEARN ABOUT TOPICS THAT HAVE AN IMPACT ON THE INSURANCE SECTOR FOCUSING ON REGULATORY CHANGES AND TRENDS IN THE INSURANCE SECTOR. 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 X DIANE C MENSINGER 9733036297 61 MOUNTAIN AVENUE CALDWELL NJ 07006 X YELENA LAFORGIA PRESIDENT 1.25 X X 0 0 0 JAYME MALIMBAN BOARD MEMBER 0.25 X 0 0 0 SEAN W EGAN BOARD MEMBER 0.25 X 0 0 0 MICHAEL J CASTELLI BOARD MEMBER 0.25 X 0 0 0 LAURIE L HARRIS BOARD MEMBER 0.25 X 0 0 0 PAUL MALLEN BOARD MEMBER 0.25 X 0 0 0 CHRISTOPHER MCNULTY BOARD MEMBER 0.25 X 0 0 0 MATTHEW TIERNEY BOARD MEMBER 0.25 X 0 0 0 JOHN YOON BOARD MEMBER 1.25 X 0 0 0 ELAINE LEHNERT BOARD MEMBER 0.25 X 0 0 0 SARAH SHELDON BOARD MEMBER 0.75 X 0 0 0 RUSSEL SOMMERS VICE PRESIDENT 1.25 X X 0 0 0 DANA D'AMELIO BOARD MEMBER 1.00 X 0 0 0 JOHN SWANICK BOARD MEMBER 0.75 X 0 0 0 FLORIE BOURREL-HELEINE BOARD MEMBER 1.00 X 0 0 0 MICHELE LANDON BOARD MEMBER 0.50 X 0 0 0 LUCY LILLYCORP BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBERSHIP DUES 541200 160716 160716 CONFERENCE REVENUE 541200 41008 41008 201724 10 10 11455 0 11455 11455 CREDIT CARD REBATE 900099 2414 2414 2414 215603 204138 0 11465 875 3016 3461 169 2854 2351 145442 857 ADMINISTRATIVE EXPENSE 54720 CREDIT CARD FEES 6572 SCHOLARSHIP PROGRAMS 5000 MEMBERSHIP EXPENSE 3939 2164 231420 18423 10355 49967 49977 2465 0 70855 60332 5049 12593 2500 250 7549 12843 X 0 0 0 0 63306 47489 63306 47489 70855 60332 -15817 0 X 0 0 0 0 0 0 39508 FORM 990, PART VI, SECTION A, LINE 3 DIANE C. MENSINGER PERFORMS MANAGEMENT DUTIES UNDER THE DIRECT SUPERVISION OF THE BOARD OF THE ORGANIZATION FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION CONSISTS OF MEMBERS. THERE IS ONE TYPE OF MEMBERSHIP FORM 990, PART VI, SECTION A, LINE 7A BOARD OF DIRECTORS HAVE THE POWER TO ELECT ONE OR MORE MEMBERS TO THE GOVERNING BODY FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE ELECTED BY THE MEMBERS AT THE ANNUAL BUSINESS MEETING, AFTER NOMINATION BY THE NOMINATING COMMITTEE AND RATIFICATION BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE TAX RETURN IS PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THEIR GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.