2026-05-26T14:02:03-05:00 2025-12-31 362985770 SELDEN FOX LTD ONE PARKVIEW PLAZA SUITE 710 OAKBROOK TERRACE IL 60181 990 2025-01-01 237455201 PROFESSIONAL INSURANCE MARKETING ASSOCIATION INC PROF 3126440828 35 EAST WACKER DRIVE 850 CHICAGO IL 60601 ALEX MORALES DIRECTOR OF OPERATIONS 3126440828 2026-05-18 1 ROBERT G WUJEK P01367472 6309541400 2025 2025-03-06 01:10:19Z JILL FECHER 35 EAST WACKER DRIVE 850 CHICAGO IL 60601 1540076 0 X PIMAINSIGHTS.ORG X 1975 DE BE THE SOURCE FOR EXECUTIVE LEADERS IN THE AFFINITY MARKET TO CREATE BUSINESS GROWTH, CONNECT WITH THOUGHT LEADERS, AND CULTIVATE RELATIONSHIPS 13 13 0 30 23250 0 0 0 1222127 1285772 26362 1705 1125 23250 1249614 1310727 0 0 0 0 0 0 0 0 0 1178368 1305826 1178368 1305826 71246 4901 1373853 1429562 831855 810356 541998 619206 X THE PROFESSIONAL INSURANCE MARKETING ASSOCIATION, INC. (PIMA) IS A NONPROFIT, MEMBER-DRIVEN TRADE ASSOCIATION FOCUSED EXCLUSIVELY ON THE AFFINITY MARKET. PIMA'S MISSION IS TO BE THE SOURCE FOR EXECUTIVE LEADERS IN THE AFFINITY MARKET TO CREATE BUSINESS GROWTH, CONNECT WITH THOUGHT LEADERS, AND CULTIVATE RELATIONSHIPS WITH THE VISION OF CLOSING THE GAP ON FINANCIAL SECURITY FOR CONSUMERS AND BUSINESSES, PREPARING THE NEXT GENERATION OF LEADERS, AND GENERATING SUSTAINABLE GROWTH FOR MEMBERS AND THE INDUSTRY. 0 0 PIMA HOSTS TWO CONFERENCES A YEAR PROVIDING INFORMATION ON DIRECT MARKETING TRENDS AND FORUMS TO DISCUSS EMERGING INDUSTRY ISSUES AND DEVELOPMENTS. IN ADDITION, PIMA REGULARLY PROVIDES MEMBERS WITH UPDATES ON REGULATORY AND OTHER MATTERS VIA ONLINE ARTICLES AND NEWSLETTERS. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 0 1 1 0 0 0 0 0 0 0 X 13 13 1 1 0 0 1 1 1 1 1 0 0 0 1 1 1 0 1 0 0 0 X BOSTROM CORPORATION 3126440828 35 EAST WACKER DRIVE SUITE 850 CHICAGO IL 60611 X KELLY ABELES PRESIDENT 2.00 X X 0 0 0 SEAN COX PRESIDENT-ELECT 1.00 X X 0 0 0 PAMELA MOY PAST PRESIDENT 1.00 X X 0 0 0 AVERY SMITH TREASURER 1.00 X X 0 0 0 LANCE DORDICK SECRETARY 1.00 X X 0 0 0 SHARON ALFORD DIRECTOR 1.00 X 0 0 0 M SHANE CANFIELD DIRECTOR 1.00 X 0 0 0 BRETT CONLEY DIRECTOR 1.00 X 0 0 0 MIGUEL FERRY DIRECTOR 1.00 X 0 0 0 ELIZABETH JOHNSON DIRECTOR 1.00 X 0 0 0 JEAN-MARIE LOVETT DIRECTOR 1.00 X 0 0 0 JENNIFER TOAL DIRECTOR 1.00 X 0 0 0 AMY WATTS DIRECTOR 1.00 X 0 0 0 ANN DIELEMAN EXECUTIVE DIRECTOR (01/25-11/25) 40.00 X 0 0 0 JILL FECHER EXECUTIVE DIRECTOR (12/25) 40.00 X 0 0 0 0 0 0 0 0 0 0 BOSTROM CORPORATION 35 EAST WACKER DRIVE SUITE 850 CHICAGO IL 60601 MANAGEMENT SERVICES 462661 KANSAS CITY MARRIOTT DOWNTOWN 200 WEST 12TH STREET KANSAS CITY MO 64105 EVENT SERVICES 140069 ANN DIELEMAN CONSULTING LLC 14595 NW 66TH STREET PARKVILLE MO 64152 MANAGEMENT SERVICES 135460 WYNDHAM GRAND CLEARWATER BEACH 100 CORONADO DRIVE CLEARWATER BEACH FL 33767 EVENT SERVICES 127989 4 CONFERENCES 900099 626327 626327 MEMBERSHIP DUES 900099 382695 382695 ANNUAL SPONSORSHIP 900099 276750 276750 1285772 41517 41517 189537 229349 -39812 -39812 -39812 ADVERTISING 541800 23250 23250 23250 1310727 1285772 23250 1705 649121 3440 11000 6114 119623 131093 32081 16728 294927 5862 BANK & CREDIT CARD FEES 19981 15856 1305826 740827 317012 9703 90836 61192 532487 1051358 1373853 1429562 10404 53210 821451 757146 831855 810356 X 541998 619206 541998 619206 1373853 1429562 4901 72307 0 X X 0 1 X 1 0 0 1 0 0 X 1376920 72307 72307 1304613 6114 6114 1310727 1299712 0 1299712 6114 6114 1305826 PART X, LINE 2: PIMA FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND HAS DETERMINED IT IS NOT REQUIRED TO RECORD A LIABILITY FOR ANY SUCH POSITIONS AT DECEMBER 31, 2025. ANN DIELEMAN EXECUTIVE DIRECTOR 161460 ANN DIELEMAN SERVED AS PIMA'S EXECUTIVE DIRECTOR FROM JANUARY TO NOVEMBER 2025 AND IS THE OWNER OF ANN DIELEMAN CONSULTING, LLC. 0 JILL FECHER EXECUTIVE DIRECTOR 25000 JILL FECHER BEGAN SERVING AS PIMA'S EXECUTIVE DIRECTOR IN DECEMBER 2025 AND IS THE OWNER OF OF JILL FECHER CONSULTING, LLC. 0 FORM 990, PART VI, SECTION A, LINE 2 SOME BOARD MEMBERS ARE PART OR FULL OWNERS OF THEIR COMPANIES. THESE COMPANIES MAY ENGAGE IN BUSINESS TRANSACTIONS WITH ONE ANOTHER. FORM 990, PART VI, SECTION A, LINE 3 PIMA HAS CONTRACTED THE SERVICES OF AN EXECUTIVE DIRECTOR THROUGH ANN DIELEMAN CONSULTING, LLC OF PARKVILLE, MISSOURI, WHILE PIMA HAS CONTRACTED THE BALANCE OF ITS DAILY OPERATIONS OF BOSTROM CORPORATION OF CHICAGO, ILLINOIS. FORM 990, PART VI, SECTION A, LINE 6 PIMA HAS THE FOLLOWING CLASSES OF MEMBERSHIP: - DISTRIBUTOR AVAILABLE TO ANY LICENSED INSURANCE AGENCY, BROKER OR THIRD PARTY ADMINISTRATOR; OR OTHER NON-LICENSED ENTITY THAT GENERATES REVENUE BY TAKING A PORTION OF THE VALUE OF EACH SALES TRANSACTION. - PRODUCT PROVIDER AVAILABLE TO ANY LICENSED INSURANCE COMPANY, OR OTHER NON-LICENSED ENTITY, THAT GENERATES REVENUE BY CREATING PRODUCTS. - BUSINESS PARTNER AVAILABLE TO ANY ENTITY THAT SUPPLIES SERVICES TO DISTRIBUTORS AND PRODUCT PROVIDERS. EACH DISTRIBUTOR, PRODUCT PROVIDER AND BUSINESS PARTNER IS CONSIDERED A "MEMBER". ADDITIONAL PERSONS EMPLOYED BY OR REPRESENTING MEMBERS MAY HAVE ASSOCIATE MEMBER STATUS. FORM 990, PART VI, SECTION A, LINE 7A PIMA'S BOARD OF DIRECTORS IS ELECTED BY A VOTE OF ITS MEMBERSHIP, WITH EACH MEMBER (EXCLUDING ASSOCIATE MEMBERS) HAVING ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7B A AFFIRMATIVE VOTE OF TWO-THIRDS OF VOTING MEMBERS PRESENT IN PERSON OR BY PROXY AT A DULY CONSTITUTED MEETING IS REQUIRED TO AMEND PIMA'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B PIMA'S 990 IS PREPARED BY INDEPENDENT PUBLIC ACCOUNTANTS AND REVIEWED BY ITS EXECUTIVE DIRECTOR, THE CFO OF BOSTROM CORPORATION, AND VOLUNTEER TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH OFFICER AND DIRECTOR SIGNS A STATEMENT AFFIRMING THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 PIMA'S BYLAWS AS WELL AS A CODE OF CONDUCT AND ANTI-TRUST POLICY ARE ACCESSIBLE ON ITS WEBSITE, WHILE OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: PIMA'S BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.