TY 2014 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) CONSTANTINE P IORDANOU........................................................................ DIRECTOR	1.00 .......................	X		0	0
(2) MARIO VITALE........................................................................ DIRECTOR	1.00 .......................	X		0	0
(3) JOHN D FINNEGAN........................................................................ DIRECTOR	1.00 .......................	X		0	0
(4) FREDERICK H EPPINGER JR........................................................................ VICE CHAIRMAN	1.00 .......................	X	X	0	0
(5) LIAM MCGEE........................................................................ CHAIRMAN	1.00 .......................	X	X	0	0
(6) MICHAEL GRAY........................................................................ DIRECTOR	1.00 .......................	X		0	0
(7) T MICHAEL MILLER........................................................................ IMMEDIATE PAST CHAIR	1.00 .......................	X	X	0	0
(8) JAY S FISHMAN........................................................................ DIRECTOR	1.00 .......................	X		0	0
(9) WILLIAM R BERKLEY........................................................................ DIRECTOR	1.00 .......................	X		0	0
(10) MIKE MCGAVICK........................................................................ CHAIRMAN-ELECT	1.00 .......................	X	X	0	0
(11) MICHAEL FOLEY........................................................................ DIRECTOR	1.00 .......................	X		0	0
(12) ANTHONY J KUCZINSKI........................................................................ DIRECTOR	1.00 .......................	X		0	0
(13) ALASTAIR SHORE........................................................................ DIRECTOR	1.00 .......................	X		0	0
(14) ANDREW TORRANCE........................................................................ DIRECTOR	1.00 .......................	X		0	0
(15) ROBERT SOLITRO........................................................................ DIRECTOR	1.00 .......................	X		0	0
(16) MARJORIE M BERTE........................................................................ VICE PRESIDENT	37.50 .......................		X	78,161	5,051
(17) FRED C BOSSE........................................................................ VICE PRESIDENT	37.50 .......................		X	237,907	82,754

(A)
Name and Title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W- 2/1099-MISC)

(E)
Reportable compensation from related organizations (W- 2/1099-MISC)

(F)
Estimated amount of other compensation from the organization and related organizations

(1) CONSTANTINE P IORDANOU........................................................................
DIRECTOR

1.00
.......................

(2) MARIO VITALE........................................................................
DIRECTOR

1.00
.......................

(3) JOHN D FINNEGAN........................................................................
DIRECTOR

1.00
.......................

(4) FREDERICK H EPPINGER JR........................................................................
VICE CHAIRMAN

1.00
.......................

(5) LIAM MCGEE........................................................................
CHAIRMAN

1.00
.......................

(6) MICHAEL GRAY........................................................................
DIRECTOR

1.00
.......................

(7) T MICHAEL MILLER........................................................................
IMMEDIATE PAST CHAIR

1.00
.......................

(8) JAY S FISHMAN........................................................................
DIRECTOR

1.00
.......................

(9) WILLIAM R BERKLEY........................................................................
DIRECTOR

1.00
.......................

(10) MIKE MCGAVICK........................................................................
CHAIRMAN-ELECT

1.00
.......................

(11) MICHAEL FOLEY........................................................................
DIRECTOR

1.00
.......................

(12) ANTHONY J KUCZINSKI........................................................................
DIRECTOR

1.00
.......................

(13) ALASTAIR SHORE........................................................................
DIRECTOR

1.00
.......................

(14) ANDREW TORRANCE........................................................................
DIRECTOR

1.00
.......................

(15) ROBERT SOLITRO........................................................................
DIRECTOR

1.00
.......................

(16) MARJORIE M BERTE........................................................................
VICE PRESIDENT

37.50
.......................

78,161

5,051

(17) FRED C BOSSE........................................................................
VICE PRESIDENT

37.50
.......................

237,907

82,754

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) JOSEPH A DIGIOVANNI........................................................................ SENIOR VICE PRESIDENT	37.50 .......................	X			302,735	75,441
(19) PETER R FOLEY........................................................................ VICE PRESIDENT	37.50 .......................	X			226,044	85,281
(20) ERIC M GOLDBERG........................................................................ VICE PRESIDENT	37.50 .......................	X			200,444	79,705
(21) GARY G HENNING........................................................................ VICE PRESIDENT	37.50 .......................	X			160,031	60,711
(22) RONALD V JACKSON........................................................................ ASSISTANT VICE PRESIDENT	37.50 .......................	X			189,000	33,675
(23) DAVID S LAUER........................................................................ VICE PRESIDENT & TREASURER	37.50 .......................	X			275,410	73,444
(24) LEIGH A PUSEY........................................................................ PRESIDENT	37.50 .......................	X			1,224,657	99,100
(25) WILLEM O RIJKSEN........................................................................ VICE PRESIDENT	37.50 .......................	X			227,444	82,181
(26) THOMAS J SANTOS........................................................................ VICE PRESIDENT	37.50 .......................	X			247,290	92,834
(27) STEPHEN C SCHNEIDER........................................................................ VICE PRESIDENT	37.50 .......................	X			205,634	81,268
(28) MELISSA SHELK........................................................................ VICE PRESIDENT	37.50 .......................	X			191,998	63,334
(29) JOSEPH S ZIELEZIENSKI........................................................................ SENIOR VP & GENERAL COUNSE	37.50 .......................	X			438,733	76,087
(30) BRUCE C WOOD........................................................................ ASSOCIATE GENERAL COUNSEL	37.50 .......................	X			181,814	60,527
(31) PAMELA M YOUNG........................................................................ ASSOCIATE GENERAL COUNSEL	37.50 .......................	X			172,929	72,830
(32) AMANDA G WISE........................................................................ VICE PRESIDENT & CHIEF COUNSEL	37.50 .......................	X			153,624	22,543
(33) PHILLIP L CARSON........................................................................ ASSISTANT GENERAL COUNSEL	37.50 .......................		X		172,000	55,589
(34) STEVEN A BENNETT........................................................................ ASSISTANT GENERAL COUNSEL	37.50 .......................		X		156,387	62,607
(35) STEVEN M SUCHIL........................................................................ ASSISTANT VICE PRESIDENT	37.50 .......................		X		159,396	45,710
(36) ADAM E KERNS........................................................................ ASSISTANT GENERAL COUNSEL	37.50 .......................		X		150,500	15,302
(37) PHILIPPE G MOISA........................................................................ DIRECTOR INFORMATION SYSTEMS	37.50 .......................		X		153,512	44,262
(38) LISA M BROWN........................................................................ COUNSEL & DIRECTOR OF LEGAL RESEARCH	37.50 .......................			X	111,250	38,119
(39) STEPHEN M SIMCHAK........................................................................ DIRECTOR INTERNATIONAL AFFAIRS	37.50 .......................			X	136,250	8,078
(40) KENNETH A STOLLER........................................................................ SENIOR COUNSEL	37.50 .......................			X	121,705	43,305
(41) CHRISTINE M TAMPIO........................................................................ DIRECTOR HUMAN RESOURCES	37.50 .......................			X	107,100	53,896
(42) JAMES J WHITTLE........................................................................ ASSISTANT GC & CHIEF CLAIMS COUNSEL	37.50 .......................			X	140,800	63,701

(A)
Name and Title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W- 2/1099-MISC)

(E)
Reportable compensation from related organizations (W- 2/1099-MISC)

(F)
Estimated amount of other compensation from the organization and related organizations

(18) JOSEPH A DIGIOVANNI........................................................................
SENIOR VICE PRESIDENT

37.50
.......................

302,735

75,441

(19) PETER R FOLEY........................................................................
VICE PRESIDENT

37.50
.......................

226,044

85,281

(20) ERIC M GOLDBERG........................................................................
VICE PRESIDENT

37.50
.......................

200,444

79,705

(21) GARY G HENNING........................................................................
VICE PRESIDENT

37.50
.......................

160,031

60,711

(22) RONALD V JACKSON........................................................................
ASSISTANT VICE PRESIDENT

37.50
.......................

189,000

33,675

(23) DAVID S LAUER........................................................................
VICE PRESIDENT & TREASURER

37.50
.......................

275,410

73,444

(24) LEIGH A PUSEY........................................................................
PRESIDENT

37.50
.......................

1,224,657

99,100

(25) WILLEM O RIJKSEN........................................................................
VICE PRESIDENT

37.50
.......................

227,444

82,181

(26) THOMAS J SANTOS........................................................................
VICE PRESIDENT

37.50
.......................

247,290

92,834

(27) STEPHEN C SCHNEIDER........................................................................
VICE PRESIDENT

37.50
.......................

205,634

81,268

(28) MELISSA SHELK........................................................................
VICE PRESIDENT

37.50
.......................

191,998

63,334

(29) JOSEPH S ZIELEZIENSKI........................................................................
SENIOR VP & GENERAL COUNSE

37.50
.......................

438,733

76,087

(30) BRUCE C WOOD........................................................................
ASSOCIATE GENERAL COUNSEL

37.50
.......................

181,814

60,527

(31) PAMELA M YOUNG........................................................................
ASSOCIATE GENERAL COUNSEL

37.50
.......................

172,929

72,830

(32) AMANDA G WISE........................................................................
VICE PRESIDENT & CHIEF COUNSEL

37.50
.......................

153,624

22,543

(33) PHILLIP L CARSON........................................................................
ASSISTANT GENERAL COUNSEL

37.50
.......................

172,000

55,589

(34) STEVEN A BENNETT........................................................................
ASSISTANT GENERAL COUNSEL

37.50
.......................

156,387

62,607

(35) STEVEN M SUCHIL........................................................................
ASSISTANT VICE PRESIDENT

37.50
.......................

159,396

45,710

(36) ADAM E KERNS........................................................................
ASSISTANT GENERAL COUNSEL

37.50
.......................

150,500

15,302

(37) PHILIPPE G MOISA........................................................................
DIRECTOR INFORMATION SYSTEMS

37.50
.......................

153,512

44,262

(38) LISA M BROWN........................................................................
COUNSEL & DIRECTOR OF LEGAL RESEARCH

37.50
.......................

111,250

38,119

(39) STEPHEN M SIMCHAK........................................................................
DIRECTOR INTERNATIONAL AFFAIRS

37.50
.......................

136,250

8,078

(40) KENNETH A STOLLER........................................................................
SENIOR COUNSEL

37.50
.......................

121,705

43,305

(41) CHRISTINE M TAMPIO........................................................................
DIRECTOR HUMAN RESOURCES

37.50
.......................

107,100

53,896

(42) JAMES J WHITTLE........................................................................
ASSISTANT GC & CHIEF CLAIMS COUNSEL

37.50
.......................

140,800

63,701

(A) Name and business address	(B) Description of services	(C) Compensation
FIERCE ISAKOWITZ & BLALOCK 1155 F STREET NW STE 950 WASHINGTON,DC20004	CONSULTING	181,647
BGR GOVERNMENT AFFAIRS LLC PO BOX 14416 WASHINGTON,DC20044	CONSULTING	151,743
WILLIAMS & CONNOLLY LLP 725 12TH STREET NW WASHINGTON,DC20005	LEGAL	141,720
ERNST & YOUNG LLP 1101 NEW YORK AVENUE NW STE 300 WASHINGTON,DC20005	ACCOUNTING	130,000
CAPITAL CITY CONSULTING LLP 515 5TH ST NE WASHINGTON,DC20002	CONSULTING	125,334
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 7

(A)
Name and business address

(B)
Description of services

FIERCE ISAKOWITZ & BLALOCK

1155 F STREET NW STE 950
WASHINGTON,DC20004

CONSULTING

181,647

BGR GOVERNMENT AFFAIRS LLC

PO BOX 14416
WASHINGTON,DC20044

CONSULTING

151,743

WILLIAMS & CONNOLLY LLP

725 12TH STREET NW
WASHINGTON,DC20005

LEGAL

141,720

ERNST & YOUNG LLP

1101 NEW YORK AVENUE NW STE 300
WASHINGTON,DC20005

ACCOUNTING

130,000

CAPITAL CITY CONSULTING LLP

515 5TH ST NE
WASHINGTON,DC20002

CONSULTING

125,334

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet

Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.

(A)
Total expenses

(B)
Program service expenses

(D)
Fundraising expenses

Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....

229,652

Grants and other assistance to domestic individuals. See Part IV, line 22 ....

Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............

Benefits paid to or for members ....

Compensation of current officers, directors, trustees, and key employees ....

6,875,889

Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....

Other salaries and wages ....

1,878,656

Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....

-1,282,614

Other employee benefits .......

1,067,670

Payroll taxes ...........

384,460

Fees for services (non-employees):

Management ......

Legal .........

320,158

Accounting ...........

30,336

Lobbying ...........

1,159,110

Professional fundraising services. See Part IV, line 17

Investment management fees ......

26,674

Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ....

116,680

Advertising and promotion ....

Office expenses .......

334,533

Information technology ......

310,318

Royalties ..

Occupancy ...........

1,561,418

Travel ............

401,943

Payments of travel or entertainment expenses for any federal, state, or local public officials ......

Conferences, conventions, and meetings ....

120,568

Interest ...........

Payments to affiliates .......

Depreciation, depletion, and amortization .....

312,517

Insurance ..............

117,359

Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)

STATE REPRESENTATIVES

1,774,119

SUBSCRIPTION BOOKS & DU

421,072

All other expenses

98,070

Total functional expenses. Add lines 1 through 24e

16,258,588

Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet

if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............		1
2	Savings and temporary cash investments .........	770,649	2	3,057,807
3	Pledges and grants receivable, net ...........		3
4	Accounts receivable, net .............	949,257	4	105,506
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
			5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
			6
7	Notes and loans receivable, net .............		7
8	Inventories for sale or use ..............		8
9	Prepaid expenses and deferred charges ..........	380,766	9	275,652
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,412,932
b	Less: accumulated depreciation .....	10b	2,398,512	1,198,938	10c	1,014,420
11	Investments—publicly traded securities ..........	6,859,454	11	6,468,563
12	Investments—other securities. See Part IV, line 11 .....		12
13	Investments—program-related. See Part IV, line 11 .....		13
14	Intangible assets ...............		14
15	Other assets. See Part IV, line 11 ...........	0	15	72,567
16	Total assets. Add lines 1 through 15 (must equal line 34)......	10,159,064	16	10,994,515
	17	Accounts payable and accrued expenses .........	1,700,425	17	1,908,451
18	Grants payable .................		18
19	Deferred revenue ................	289,319	19	622,117
20	Tax-exempt bond liabilities .............		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ....		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................	10,506,566	25	15,661,276
26	Total liabilities. Add lines 17 through 25.........	12,496,310	26	18,191,844
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	-2,337,246	27	-7,197,329
28	Temporarily restricted net assets ...........		28
29	Permanently restricted net assets ...........		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........		30
31	Paid-in or capital surplus, or land, building or equipment fund .....		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	-2,337,246	33	-7,197,329
34	Total liabilities and net assets/fund balances ........	10,159,064	34	10,994,515

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............

(A)
Beginning of year

(B)
End of year

Cash–non-interest-bearing .............

Savings and temporary cash investments .........

770,649

3,057,807

Pledges and grants receivable, net ...........

Accounts receivable, net .............

949,257

105,506

Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................

Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L

Notes and loans receivable, net .............

Inventories for sale or use ..............

Prepaid expenses and deferred charges ..........

380,766

275,652

10a

Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D

10a

3,412,932

Less: accumulated depreciation .....

10b

2,398,512

1,198,938

10c

1,014,420

Investments—publicly traded securities ..........

6,859,454

6,468,563

Investments—other securities. See Part IV, line 11 .....

Investments—program-related. See Part IV, line 11 .....

Intangible assets ...............

Other assets. See Part IV, line 11 ...........

72,567

Total assets. Add lines 1 through 15 (must equal line 34)......

10,159,064

10,994,515

Accounts payable and accrued expenses .........

1,700,425

1,908,451

Grants payable .................

Deferred revenue ................

289,319

622,117

Tax-exempt bond liabilities .............

Escrow or custodial account liability. Complete Part IV of Schedule D..

Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified

persons. Complete Part II of Schedule L..........

Secured mortgages and notes payable to unrelated third parties ..

Unsecured notes and loans payable to unrelated third parties ....

Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................

10,506,566

15,661,276

Total liabilities. Add lines 17 through 25.........

12,496,310

18,191,844

Organizations that follow SFAS 117 (ASC 958), check here MediumBullet

and complete lines 27 through 29, and lines 33 and 34.

Unrestricted net assets ..............

-2,337,246

-7,197,329

Temporarily restricted net assets ...........

Permanently restricted net assets ...........

Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet

and complete lines 30 through 34.

Capital stock or trust principal, or current funds ........

Paid-in or capital surplus, or land, building or equipment fund .....

Retained earnings, endowment, accumulated income, or other funds

Total net assets or fund balances ...........

-2,337,246

-7,197,329

Total liabilities and net assets/fund balances ........

10,159,064

10,994,515

	(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ....................	2d

		Amount
c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Description of property	(a) Cost or other basis (investment)	(c) Accumulated depreciation	(d) Book value
1a	Land .................
b	Buildings ................
c	Leasehold improvements ............	1,887,048	1,110,813	776,235
d	Equipment ................	1,525,884	1,287,699	238,185
e	Other .................
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......	1,014,420

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......	1	18,279,960
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	277,765
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	335,000
e	Add lines 2a through 2d .....................	2e	612,765
3	Subtract line 2e from line 1.....................	3	17,667,195
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	26,674
b	Other (Describe in Part XIII.) ...........	4b	2,231
c	Add lines 4a and 4b.......................	4c	28,905
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......	5	17,696,100

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........	1	16,672,912
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	443,229
e	Add lines 2a through 2d......................	2e	443,229
3	Subtract line 2e from line 1.....................	3	16,229,683
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	26,674
b	Other (Describe in Part XIII.) ............	4b	2,231
c	Add lines 4a and 4b.......................	4c	28,905
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......	5	16,258,588

Return Reference	Explanation
PART X, LINE 2:	THE ASSOCIATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2014, THE STATUE OF LIMITATIONS FOR TAX YEARS 2011 THROUGH 2013 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE INSTITUTE FILES RETURNS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	PAC ACTIVITY 335,000.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	PUBLICATIONS SALES EXPENSES NETTED AGAINST REVENUE IN FINANCIALS 2,231.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	PAC ACTIVITY 443,229.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	PUBLICATION SALES EXPENSE NETTED AGAINST REVENUE IN FINANCIALS 2,231.

(a) Name and address of organization or government	(b) EIN	(c) IRC section if applicable	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) DEMOCRATIC GOVERNORS ASSOCIATION 1225 EYE STREET NW SUITE 1100 WASHINGTON,DC20005	52-1304889	527	25,000	POLITICAL CONTRIBUTION
(2) THE RIPON SOCIETY 1155 15TH STREET NW SUITE 550 WASHINGTON,DC20005	04-2370356	501(C)(4)	15,000	GENERAL SUPPORT
(3) THE CONGRESSIONAL INSTITUTE INC 1700 DIAGONAL ROAD 730 ALEXANDRIA,VA22314	52-1504189	501(C)(4)	25,000	GENERAL SUPPORT
(4) FR&I CONSULTING 30 CORTLAND DRIVE TOLLAND,CT06084	46-3115607		10,000	GENERAL SUPPORT
(5) IIABAINDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA 127 S PEYTON ST ALEXANDRIA,VA22314	13-5665571	501(C)(6)	10,000	GENERAL SUPPORT
(6) INSURANCE INFORMATION INSTITUTE INC 110 WILLIAM STREET 24TH FLOOR NEW YORK,NY10038	13-1912455	501(C)(6)	20,000	GENERAL SUPPORT
(7) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA,PA19104	23-1352685	501(C)(3)	35,000	GENERAL SUPPORT
(8) AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC RESEARCH 1150 SEVENTEENTH STREET NW WASHINGTON,DC20036	53-0218495	501(C)(3)	30,000	GENERAL SUPPORT
(9) TEXANS FOR LAWSUIT REFORM 1701 BRUN STREET SUITE 100 HOUSTON,TX77019	76-0439129	501(C)(6)	10,000	GENERAL SUPPORT
(10) THE COUNCIL OF INSURANCE AGENTS AND BROKERS 701 PENNSYLVANIA AVE NW 750 WASHINGTON,DC20004	13-1952497	501(C)(6)	10,000	GENERAL SUPPORT

(a) Name and address of organization
or government

(b) EIN

(c) IRC section
if applicable

(d) Amount of cash grant

(e) Amount of non-cash
assistance

(f) Method of valuation
(book, FMV, appraisal,
other)

(g) Description of
non-cash assistance

(h) Purpose of grant
or assistance

(1) DEMOCRATIC GOVERNORS ASSOCIATION
1225 EYE STREET NW SUITE 1100
WASHINGTON,DC20005

52-1304889

527

25,000

POLITICAL CONTRIBUTION

(2) THE RIPON SOCIETY
1155 15TH STREET NW SUITE 550
WASHINGTON,DC20005

04-2370356

501(C)(4)

15,000

GENERAL SUPPORT

(3) THE CONGRESSIONAL INSTITUTE INC
1700 DIAGONAL ROAD 730
ALEXANDRIA,VA22314

52-1504189

501(C)(4)

25,000

GENERAL SUPPORT

(4) FR&I CONSULTING
30 CORTLAND DRIVE
TOLLAND,CT06084

46-3115607

10,000

GENERAL SUPPORT

(5) IIABAINDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA
127 S PEYTON ST
ALEXANDRIA,VA22314

13-5665571

501(C)(6)

10,000

GENERAL SUPPORT

(6) INSURANCE INFORMATION INSTITUTE INC
110 WILLIAM STREET 24TH FLOOR
NEW YORK,NY10038

13-1912455

501(C)(6)

20,000

GENERAL SUPPORT

(7) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET
PHILADELPHIA,PA19104

23-1352685

501(C)(3)

35,000

GENERAL SUPPORT

(8) AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC RESEARCH
1150 SEVENTEENTH STREET NW
WASHINGTON,DC20036

53-0218495

501(C)(3)

30,000

GENERAL SUPPORT

(9) TEXANS FOR LAWSUIT REFORM
1701 BRUN STREET SUITE 100
HOUSTON,TX77019

76-0439129

501(C)(6)

10,000

GENERAL SUPPORT

(10) THE COUNCIL OF INSURANCE AGENTS AND BROKERS
701 PENNSYLVANIA AVE NW 750
WASHINGTON,DC20004

13-1952497

501(C)(6)

10,000

GENERAL SUPPORT

(a)Type of grant or assistance

(b)Number of
recipients

(c)Amount of
cash grant

(d)Amount of
non-cash assistance

(e)Method of valuation (book,
FMV, appraisal, other)

(f)Description of non-cash assistance

Return Reference	Explanation
PART I, LINE 2:	ALTHOUGH THE ASSOCIATION OCCASIONALLY PROVIDES FINANCIAL SUPPORT IN THE FORM OF CONTRIBUTIONS TO OTHER ORGANIZATIONS, WE ARE NOT A GRANT-MAKING ORGANIZATION.

Return Reference

Explanation

PART I, LINE 2:

ALTHOUGH THE ASSOCIATION OCCASIONALLY PROVIDES FINANCIAL SUPPORT IN THE FORM OF CONTRIBUTIONS TO OTHER ORGANIZATIONS, WE ARE NOT A GRANT-MAKING ORGANIZATION.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column(B) reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1FRED C BOSSEVICE PRESIDENT	(i) (ii)	204,907 ............................... 0	33,000 ............................... 0	0 ............................... 0	66,543 ............................... 0	16,211 ............................... 0	320,661 ............................... 0	0 ............................... 0
2JOSEPH A DIGIOVANNISENIOR VICE PRESIDENT	(i) (ii)	250,001 ............................... 0	52,734 ............................... 0	0 ............................... 0	74,286 ............................... 0	1,155 ............................... 0	378,176 ............................... 0	0 ............................... 0
3PETER R FOLEYVICE PRESIDENT	(i) (ii)	196,560 ............................... 0	29,484 ............................... 0	0 ............................... 0	63,337 ............................... 0	21,944 ............................... 0	311,325 ............................... 0	0 ............................... 0
4ERIC M GOLDBERGVICE PRESIDENT	(i) (ii)	170,000 ............................... 0	30,000 ............................... 0	444 ............................... 0	55,906 ............................... 0	23,799 ............................... 0	280,149 ............................... 0	0 ............................... 0
5GARY G HENNINGVICE PRESIDENT	(i) (ii)	125,031 ............................... 0	35,000 ............................... 0	0 ............................... 0	43,993 ............................... 0	16,718 ............................... 0	220,742 ............................... 0	0 ............................... 0
6RONALD V JACKSONASSISTANT VICE PRESIDENT	(i) (ii)	165,000 ............................... 0	24,000 ............................... 0	0 ............................... 0	9,900 ............................... 0	23,775 ............................... 0	222,675 ............................... 0	0 ............................... 0
7DAVID S LAUERVICE PRESIDENT & TREASURER	(i) (ii)	219,097 ............................... 0	55,869 ............................... 0	444 ............................... 0	72,432 ............................... 0	1,012 ............................... 0	348,854 ............................... 0	0 ............................... 0
8LEIGH A PUSEYPRESIDENT	(i) (ii)	980,769 ............................... 0	240,000 ............................... 0	3,888 ............................... 0	74,886 ............................... 0	24,214 ............................... 0	1,323,757 ............................... 0	0 ............................... 0
9WILLEM O RIJKSENVICE PRESIDENT	(i) (ii)	200,000 ............................... 0	27,000 ............................... 0	444 ............................... 0	63,863 ............................... 0	18,318 ............................... 0	309,625 ............................... 0	0 ............................... 0
10THOMAS J SANTOSVICE PRESIDENT	(i) (ii)	207,870 ............................... 0	38,976 ............................... 0	444 ............................... 0	68,860 ............................... 0	23,974 ............................... 0	340,124 ............................... 0	0 ............................... 0
11STEPHEN C SCHNEIDERVICE PRESIDENT	(i) (ii)	175,634 ............................... 0	30,000 ............................... 0	0 ............................... 0	57,428 ............................... 0	23,840 ............................... 0	286,902 ............................... 0	0 ............................... 0
12MELISSA SHELKVICE PRESIDENT	(i) (ii)	171,637 ............................... 0	20,102 ............................... 0	259 ............................... 0	54,078 ............................... 0	9,256 ............................... 0	255,332 ............................... 0	0 ............................... 0
13JOSEPH S ZIELEZIENSKISENIOR VP & GENERAL COUNSE	(i) (ii)	342,269 ............................... 0	92,576 ............................... 0	3,888 ............................... 0	74,886 ............................... 0	1,201 ............................... 0	514,820 ............................... 0	0 ............................... 0
14BRUCE C WOODASSOCIATE GENERAL COUNSEL	(i) (ii)	169,592 ............................... 0	12,000 ............................... 0	222 ............................... 0	51,634 ............................... 0	8,893 ............................... 0	242,341 ............................... 0	0 ............................... 0
15PAMELA M YOUNGASSOCIATE GENERAL COUNSEL	(i) (ii)	160,707 ............................... 0	12,000 ............................... 0	222 ............................... 0	49,074 ............................... 0	23,756 ............................... 0	245,759 ............................... 0	0 ............................... 0
16AMANDA G WISEVICE PRESIDENT & CHIEF COUNSEL	(i) (ii)	145,365 ............................... 0	8,000 ............................... 0	259 ............................... 0	8,722 ............................... 0	13,821 ............................... 0	176,167 ............................... 0	0 ............................... 0
17PHILLIP L CARSONASSISTANT GENERAL COUNSEL	(i) (ii)	160,000 ............................... 0	12,000 ............................... 0	0 ............................... 0	48,820 ............................... 0	6,769 ............................... 0	227,589 ............................... 0	0 ............................... 0
18STEVEN A BENNETTASSISTANT GENERAL COUNSEL	(i) (ii)	147,837 ............................... 0	8,550 ............................... 0	0 ............................... 0	44,530 ............................... 0	18,077 ............................... 0	218,994 ............................... 0	0 ............................... 0
19STEVEN M SUCHILASSISTANT VICE PRESIDENT	(i) (ii)	144,896 ............................... 0	14,500 ............................... 0	0 ............................... 0	45,040 ............................... 0	670 ............................... 0	205,106 ............................... 0	0 ............................... 0
20ADAM E KERNSASSISTANT GENERAL COUNSEL	(i) (ii)	140,000 ............................... 0	10,500 ............................... 0	0 ............................... 0	8,400 ............................... 0	6,902 ............................... 0	165,802 ............................... 0	0 ............................... 0
21PHILIPPE G MOISADIRECTOR INFORMATION SYSTEMS	(i) (ii)	143,262 ............................... 0	10,250 ............................... 0	0 ............................... 0	43,600 ............................... 0	662 ............................... 0	197,774 ............................... 0	0 ............................... 0
22KENNETH A STOLLERSENIOR COUNSEL	(i) (ii)	115,205 ............................... 0	6,500 ............................... 0	0 ............................... 0	34,664 ............................... 0	8,641 ............................... 0	165,010 ............................... 0	0 ............................... 0
23CHRISTINE M TAMPIODIRECTOR HUMAN RESOURCES	(i) (ii)	100,000 ............................... 0	7,100 ............................... 0	0 ............................... 0	30,421 ............................... 0	23,475 ............................... 0	160,996 ............................... 0	0 ............................... 0
24JAMES J WHITTLEASSISTANT GC & CHIEF CLAIMS COUNSEL	(i) (ii)	132,800 ............................... 0	8,000 ............................... 0	0 ............................... 0	40,074 ............................... 0	23,627 ............................... 0	204,501 ............................... 0	0 ............................... 0

Return Reference	Explanation
PART I, LINE 1A	FIRST CLASS TRAVEL IS AVAILABLE ONLY ON TRIPS OVER A CERTAIN DURATION AND/OR DISTANCE. IT IS SELDOM USED.
PART I, LINE 4B	THE AIA SERP WAS FROZEN AS OF 12/31/10 WITH NO BENEFITS EARNED AFTER THAT DATE. HOWEVER, CURRENT CEO PUSEY IS STILL A PARTICIPANT IN THE PLAN AND HAS ACCRUED/UNPAID BENEFITS UNDER THAT PLAN.

1(a) Name of disqualified person

(b) Relationship between disqualified person and organization

(d) Corrected?

Yes

(a) Name of interested person

(b) Relationship with organization

(d) Loan to or from the organization?

(e)Original principal amount

(f)Balance due

(g) In default?

(h) Approved by board or committee?

(i)Written agreement?

From

Yes

Total ...... Small Bullet

(a) Name of interested person

(b) Relationship between interested person and the organization

(d) Type of assistance

(e) Purpose of assistance

(a) Name of interested person

(b) Relationship between interested person and the organization

(d) Description of transaction

(e) Sharing of organization's revenues?

Yes

(1) CRAIG BERRINGTON

FORMER OFFICER

125,100

LEGAL FEES

(2) ALLAN STEIN

FORMER OFFICER

108,000

CONSULTING FEES

(3)

(4)

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 6	ELIGIBILITY: ANY INSURANCE COMPANY OR GROUP OF INSURANCE COMPANIES LICENSED TO DO BUSINESS IN ANY STATE, TERRITORY OR POSSESSION OF THE UNITED STATES AND TRANSACTING THEREIN ANY OF THE LINES OF INSURANCE SERVED BY THIS CORPORATION AND ENUMERATED IN ARTICLE IX IS ELIGIBLE FOR MEMBERSHIP. A MEMBER OF THE CORPORATION (HEREINAFTER REFERRED TO AS MEMBER) SHALL MEAN ANY INSURANCE COMPANY ELECTED TO MEMBERSHIP AS HEREINAFTER PROVIDED; EXCEPT THAT IF SUCH INSURANCE COMPANY IS PART OF A GROUP OF AFFILIATED COMPANIES UNDER COMMON OWNERSHIP, MANAGEMENT OR CONTROL, ALL SUCH INSURANCE COMPANIES CONSTITUTING A GROUP WHICH ARE ELECTED TO MEMBERSHIP SHALL CONSTITUTE A SINGLE MEMBER. ELECTION OF MEMBERS. ANY COMPANY ELIGIBLE FOR MEMBERSHIP UNDER THESE BY-LAWS MAY BE ELECTED TO MEMBERSHIP UPON THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS OR DIRECTORS PRESENT AND ENTITLED TO VOTE AT ANY MEETING OF THE MEMBERS OR THE BOARD OF DIRECTORS, RESPECTIVELY. SECTION 3.
FORM 990, PART VI, SECTION A, LINE 7A	AT EACH ANNUAL MEETING OF THE MEMBERS THERE SHALL BE ELECTED A CHAIR, A CHAIR-ELECT AND NOT MORE THAN TWO VICE CHAIRS AS SET FORTH IN ARTICLE V, SECTION 2. EACH OF SAID OFFICERS SHALL BE ELECTED AND QUALIFIED FOR A TERM OF ONE YEAR AND SHALL SERVE UNTIL A SUCCESSOR IS CHOSEN, OR UNTIL HIS OR HER EARLIER DEATH, RESIGNATION OR REMOVAL. NO MORE THAN ONE PERSON WHO IS EMPLOYED BY A GIVEN MEMBER SHALL BE ELIGIBLE FOR SUCH OFFICES AT THE SAME TIME. THE PRESIDENT, VICE PRESIDENTS, CORPORATE SECRETARY AND TREASURER SHALL BE ELECTED ANNUALLY BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B	ANY ACTION OF THE BOARD OF DIRECTORS SHALL BE SUBJECT TO REVIEW BY THE MEMBERSHIP AND ANY SUCH ACTION SHALL BE SO REVIEWED AT THE REQUEST OF 25% OR MORE OF THE MEMBERS OF THE CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11	COPIES OF THE FORM 990 ARE MADE AVAILABLE TO THE GOVERNING BOARD AFTER IT HAS BEEN FILED.
FORM 990, PART VI, SECTION B, LINE 15	CEO COMPENSATION BEGINS WITH SEARCHES CONDUCTED BY OUTSIDE FIRMS, WITH SALARIES COMPARED TO NOT-FOR-PROFIT SURVEYS, AND APPROVAL BY AIA'S EXECUTIVE COMMITTEE. OFFICERS OR KEY EMPLOYEES COMPENSATION BEGINS WITH SALARIES COMPARED ON A REGULAR BASIS TO NOT-FOR-PROFIT SURVEYS AND ANNUAL BONUSES ARE APPROVED BY AIA'S EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 18	THE ORGANIZATIONS WILL PROVIDE THESE DOCUMENTS UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19	THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9:	DEFINED BENEFIT CHARGES OTHER THAN NET PERIODIC BENEFIT EXPENSE -6,575,360.

Return Reference

Explanation

FORM 990, PART VI, SECTION A, LINE 6

ELIGIBILITY: ANY INSURANCE COMPANY OR GROUP OF INSURANCE COMPANIES LICENSED TO DO BUSINESS IN ANY STATE, TERRITORY OR POSSESSION OF THE UNITED STATES AND TRANSACTING THEREIN ANY OF THE LINES OF INSURANCE SERVED BY THIS CORPORATION AND ENUMERATED IN ARTICLE IX IS ELIGIBLE FOR MEMBERSHIP. A MEMBER OF THE CORPORATION (HEREINAFTER REFERRED TO AS MEMBER) SHALL MEAN ANY INSURANCE COMPANY ELECTED TO MEMBERSHIP AS HEREINAFTER PROVIDED; EXCEPT THAT IF SUCH INSURANCE COMPANY IS PART OF A GROUP OF AFFILIATED COMPANIES UNDER COMMON OWNERSHIP, MANAGEMENT OR CONTROL, ALL SUCH INSURANCE COMPANIES CONSTITUTING A GROUP WHICH ARE ELECTED TO MEMBERSHIP SHALL CONSTITUTE A SINGLE MEMBER. ELECTION OF MEMBERS. ANY COMPANY ELIGIBLE FOR MEMBERSHIP UNDER THESE BY-LAWS MAY BE ELECTED TO MEMBERSHIP UPON THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS OR DIRECTORS PRESENT AND ENTITLED TO VOTE AT ANY MEETING OF THE MEMBERS OR THE BOARD OF DIRECTORS, RESPECTIVELY. SECTION 3.

FORM 990, PART VI, SECTION A, LINE 7A

AT EACH ANNUAL MEETING OF THE MEMBERS THERE SHALL BE ELECTED A CHAIR, A CHAIR-ELECT AND NOT MORE THAN TWO VICE CHAIRS AS SET FORTH IN ARTICLE V, SECTION 2. EACH OF SAID OFFICERS SHALL BE ELECTED AND QUALIFIED FOR A TERM OF ONE YEAR AND SHALL SERVE UNTIL A SUCCESSOR IS CHOSEN, OR UNTIL HIS OR HER EARLIER DEATH, RESIGNATION OR REMOVAL. NO MORE THAN ONE PERSON WHO IS EMPLOYED BY A GIVEN MEMBER SHALL BE ELIGIBLE FOR SUCH OFFICES AT THE SAME TIME. THE PRESIDENT, VICE PRESIDENTS, CORPORATE SECRETARY AND TREASURER SHALL BE ELECTED ANNUALLY BY THE BOARD OF DIRECTORS.

FORM 990, PART VI, SECTION A, LINE 7B

ANY ACTION OF THE BOARD OF DIRECTORS SHALL BE SUBJECT TO REVIEW BY THE MEMBERSHIP AND ANY SUCH ACTION SHALL BE SO REVIEWED AT THE REQUEST OF 25% OR MORE OF THE MEMBERS OF THE CORPORATION.

FORM 990, PART VI, SECTION B, LINE 11

COPIES OF THE FORM 990 ARE MADE AVAILABLE TO THE GOVERNING BOARD AFTER IT HAS BEEN FILED.

FORM 990, PART VI, SECTION B, LINE 15

CEO COMPENSATION BEGINS WITH SEARCHES CONDUCTED BY OUTSIDE FIRMS, WITH SALARIES COMPARED TO NOT-FOR-PROFIT SURVEYS, AND APPROVAL BY AIA'S EXECUTIVE COMMITTEE. OFFICERS OR KEY EMPLOYEES COMPENSATION BEGINS WITH SALARIES COMPARED ON A REGULAR BASIS TO NOT-FOR-PROFIT SURVEYS AND ANNUAL BONUSES ARE APPROVED BY AIA'S EXECUTIVE COMMITTEE.

FORM 990, PART VI, SECTION C, LINE 18

THE ORGANIZATIONS WILL PROVIDE THESE DOCUMENTS UPON REQUEST.

FORM 990, PART VI, SECTION C, LINE 19

THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.

FORM 990, PART XI, LINE 9:

DEFINED BENEFIT CHARGES OTHER THAN NET PERIODIC BENEFIT EXPENSE -6,575,360.

(a)
Name, address, and EIN (if applicable) of disregarded entity

(b)
Primary activity

(d)
Total income

(e)
End-of-year assets

(f)
Direct controlling
entity

(a)
Name, address, and EIN of related organization

(b)
Primary activity

(d)
Exempt Code section

(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?

Yes

(1) AIA STATE CORPORATE PAC
2101 L STREET NW SUITE 400

WASHINGTON,DC20037
52-1601971

POLITICAL COMMITTEE

527

N/A

(a)
Name, address, and EIN of
related organization

(b)
Primary activity

(d)
Direct controlling
entity

(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income

(g)
Share of end-of-year
assets

(h)
Disproprtionate allocations?

(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)

(j)
General or
managing
partner?

(k)
Percentage
ownership

Yes

(a)
Name, address, and EIN of
related organization

(b)
Primary activity

(d)
Direct controlling
entity

(e)
Type of entity
(C corp, S corp,
or trust)

(f)
Share of total income

(g)
Share of end-of-year
assets

(h)
Percentage
ownership

(i)
Section 512(b)(13) controlled entity?

Yes

(a)
Name of related organization

(b)
Transaction
type (a-s)

(d)
Method of determining amount involved

(a)
Name, address, and EIN of entity

(b)
Primary activity

(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?

(f)
Share of total income

(g)
Share of
end-of-year
assets

(h)
Disproprtionate allocations?

(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)

(j)
General or
managing
partner?

(k)
Percentage
ownership

Yes

1	Briefly describe the organization’s mission or most significant activities: THE PURPOSES OF THE CORPORATION ARE: (1) TO PROMOTE THE ECONOMIC, LEGISLATIVE AND PUBLIC STANDING OF ITS PARTICIPATING PROPERTY AND CASUALTY INSURERS AND THE INSURANCE INDUSTRY; (2) TO PROVIDE A FORUM FOR THE DISCUSSION OF PROBLEMS WHICH ARE OF COMMON CONCERN TO MEMBER COMPANIES; (3) TO PROMOTE THE INTERESTS OF SUCH COMPANIES IN EVERY LEGITIMATE MANNER CONSISTENT WITH THE PUBLIC WELFARE; (4) TO KEEP MEMBER COMPANIES INFORMED OF REGULATORY AND LEGISLATIVE DEVELOPMENTS; (5) TO SERVE THE PUBLIC INTEREST THROUGH APPROPRIATE ACTIVITIES, INCLUDING THE PROMOTION OF SAFETY AND SECURITY OF PERSONS AND PROPERTY; (6) TO FURNISH OTHER RELATED AND SIMILAR SERVICES; AND (7) TO ENGAGE IN ANY OTHER LAWFUL ACT OR ACTIVITY FOR WHICH A CORPORATION MAY BE ORGANIZED UNDER THE GENERAL CORPORATION LAW OF THE STATE OF DELAWARE IN FURTHERANCE OF THE FOREGOING PURPOSES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	15
5	Total number of individuals employed in calendar year 2014 (Part V, line 2a) ......	5	42
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	17,128,665	17,451,800
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	176,082	244,300
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	17,304,747	17,696,100
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	392,462	229,652
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	10,243,479	8,924,061
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	7,293,829	7,104,875
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	17,929,770	16,258,588
19	Revenue less expenses. Subtract line 18 from line 12.......	-625,023	1,437,512
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	10,159,064	10,994,515
21	Total liabilities (Part X, line 26).............	12,496,310	18,191,844
22	Net assets or fund balances. Subtract line 21 from line 20.....	-2,337,246	-7,197,329

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	REPRESENTATION OF MEMBER PROPERTY & CASUALTY INSURANCE COMPANIES ON LEGISLATIVE AND ECONOMIC ISSUES AS WELL AS ENHANCEMENT OF PUBLIC KNOWLEDGE AND PERCEPTION OF THE PROPERTY-CASUALTY INDUSTRY. AIA REPRESENTS MORE THAN 400 PROPERTY-CASUALTY INSURANCE COMPANIES. AIA ALSO PRODUCES SEVERAL PUBLICATIONS AND ISSUES HUNDREDS OF BULLETINS, COMMITTEE MAILINGS, AND INFORMATION UPDATES.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	6,122,755	0	1,577,335

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f

g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......
			Business Code
2a	MEMBER ASSESSMENTS		900099	17,245,634	17,245,634
b	PROGRAM MEMBERSHIP		900099	140,000	140,000
c	ELECTRONIC DATA		900099	36,500	36,500
d	PUBLICATION SALES		900099	22,595	22,595
e
f	All other program service revenue .			7,071	7,071
g	Total. Add lines 2a–2f........			17,451,800
3	Investment income (including dividends, interest, and other similar amounts).......			167,782			167,782
4	Income from investment of tax-exempt bond proceeds..
5	Royalties...........
		(i) Real	(ii) Personal
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	745,174
b	Less: cost or other basis and sales expenses	668,656
c	Gain or (loss)	76,518
d	Net gain or (loss)..........			76,518			76,518
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Miscellaneous Revenue			Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			17,696,100	17,451,800	0	244,300

(a) Name	(b) Address	(c) EIN	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
(1) AIA STATE CORPORATE PAC	2101 L STREET NW SUITE 400 WASHINGTON,DC20037	52-1601971	335,000

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......
b	Total lobbying expenditures to influence a legislative body (direct lobbying) .......
c	Total lobbying expenditures (add lines 1a and 1b) ...................
d	Other exempt purpose expenditures ........................
e	Total exempt purpose expenditures (add lines 1c and 1d) ...............
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ......................................	Yes No

4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....
b	Contributions ........
c	Net investment earnings, gains, and losses
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......

(a) Description of security or category (including name of security)		(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

1.(a) Description of liability		(b) Book value
Federal income taxes
ACCRUED NON-QUALIFIED PENSION EXPENSE		3,891,137
ACCRUED PENSION EXPENSE		6,230,883
ACCRUED POST-RETIREMENT BENEFIT EXPENSE		4,576,553
DEFERRED RENT LIABILITY		956,994
SUBLEASE DEPOSITS		5,709




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		15,661,276
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e)Original principal amount	(f)Balance due	(g) In default?		(h) Approved by board or committee?		(i)Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No






Total ...... $

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) CRAIG BERRINGTON	FORMER OFFICER	125,100	LEGAL FEES		No
(2) ALLAN STEIN	FORMER OFFICER	108,000	CONSULTING FEES		No
(3)					No
(4)					No

Software ID:
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Software ID:
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Software ID:
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Software ID:
Software Version:

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1) AIA STATE CORPORATE PAC 2101 L STREET NW SUITE 400 WASHINGTON,DC20037 52-1601971	POLITICAL COMMITTEE	DC	527		N/A		No

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No