Insights Association INC FY2020 filing

Not tax-deductible

Washington, DC501(c)(6)Community Development EIN 13-2942996Revenue $2.1M in FY2020Latest return filed Nov 10, 2025

On file with the IRSinsightsassociation.org1629 K St Nw Ste 300, 20006-1631 · Washington, DCTax-exempt since Sep 1980

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To promote, unify and advance the insight, opinion and marketing research profession.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
$1.0M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $175K a year · 5% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$1.0M
to officers and key staff · 34% of spending
Concern: pay to officers and key staff is 34% of spending; over 30%.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $1.1M in investments, Pt X · Ln 11–13
Fine: 1.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.2M
74% of total assets
Worth a look: liabilities are 74% of assets; over 65%.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.1M
-28% vs prior year
Spent
$2.9M
Net assets
$435K
By yearFY2019–FY2024
Revenue
$2.1M
FY2020▼ -28%
Tap a bar for its year
Revenue by fiscal year
FY2019$2.9M
FY2020$2.1M
FY2021$2.5M
FY2022$4.2M
FY2023$4.8M
FY2024$5.0M
Expenses
$2.9M
FY2020▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2019$3.3M
FY2020$2.9M
FY2021$2.3M
FY2022$4.1M
FY2023$5.0M
FY2024$4.8M
Net assets
$435K
FY2020▲ +45%
Tap a bar for its year
Net assets by fiscal year
FY2019$300K
FY2020$435K
FY2021$806K
FY2022$667K
FY2023$607K
FY2024$512K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1980.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

21 people listed on the 990; $1.0M paid to officers and key staff.

Part VII, Section A · reportable compensation
$310,000Pt VII · Sec A
Former CEO
$177,692Pt VII · Sec A
VP, Sales
$155,747Pt VII · Sec A
VP, Membership
$120,823Pt VII · Sec A
VP, Advocacy
$120,774Pt VII · Sec A
VP, Communications
$119,823Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Melanie Courtright’s $389K as CEO is at the 93rd percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020FY2019
Melanie Courtright$389,215$485,031$385,000$313,925$310,000—
David W Almy————$177,692$300,000
Lisa Beck$237,421—————
Nicole Symelidis$164,583$160,136$140,000$134,000$120,823$120,000
Jonathan Saxe————$155,747$162,500
Howard J Fienberg—$140,069$125,000$115,000$120,774$110,833
Art Flanagan$125,000$132,685——$119,823$119,000
Howard Fienberg$130,000—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Insights Association INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advances and unifies the insight, opinion, and marketing research profession.

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3 programs · in their own filed words · FY2020
01

Corporate Researchers Conference

The Corporate Researchers Conference (CRC) was developed by and for corporate researchers to provide the most effective way for them to learn, advance and gain a competitive edge.

Pt IX · col B
02

Insights & Strategies Conference

NEXT was designed for marketing researchers who discover insights and develop strategies to promote products, services or ideas.

Pt IX · col B
03

CEO Summit

Insights Association's CEO Summit is a unique collaborative exchange designed for C-Level executives of small to mid-size marketing research firms.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $32K · 2023–2024
North Central ChapterMN · FY2024$6,500
North Central ChapterMN · FY2023$6,500

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.1M
Ln 12
Fees for servicesLn 2g$2.0M
Gifts and grantsLn 1h$44K
Investment incomeLn 3$21K
Money outPt IX
$2.9M
Ln 25
Owns and owesPt X
$435K
net assets · Ln 32
Cash and savingsLn 1–2$357K
Total assetsLn 16$1.7M
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
21
listed · VII A
PaidVII A6
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$44K
Fees for servicesLn 2g$2.0M
Investment incomeLn 3$21K
Other incomeLn 4–11$7K
Total revenueLn 12$2.1M
Assets in detailPt X, end of year
CashLn 1$357K
Cash and savings togetherLn 1–2$357K
InvestmentsLn 11–13$1.1M
Land, buildings, equipmentLn 10c$23K
Other assetsLn 15$136K
Total assetsLn 16$1.7M
LiabilitiesLn 26$1.2M
Net assetsLn 32$435K
OperationsPt I, VI
EmployeesI 512
VolunteersI 6150
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$151K$357K
InvestmentsLn 11–13$1.0M$1.1M
Land, buildings, equipmentLn 10c$62K$23K
Total assetsLn 16$1.5M$1.7M
LiabilitiesLn 26$1.2M$1.2M
Net assetsLn 32$300K$435K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$490K
Other salaries and wagesLn 7$528K
Pension plan contributionsLn 8$30K
Other employee benefitsLn 9$77K
Payroll taxesLn 10$79K
Legal feesLn 11b$160K
Accounting feesLn 11c$17K
Other fees for servicesLn 11g$156K
Advertising and promotionLn 12$51K
Office expensesLn 13$58K
Information technologyLn 14$124K
OccupancyLn 16$27K
TravelLn 17$22K
Conferences, conventions and meetingsLn 19$170K
InterestLn 20$12K
Depreciation, depletion and amortizationLn 22$38K
InsuranceLn 23$2K
Other expenses (24a–d)Ln 24$895K
Total functional expensesLn 25$2.9M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 10, 2025 $5.0M$4.8M$234K$512K 990 PDF
FY2023Filed with the IRS Oct 21, 2024 $4.8M$5.0M−$226K$607K 990 PDF
FY2022Filed with the IRS Oct 3, 2023 $4.2M$4.1M$44K$667K 990 PDF
FY2021Filed with the IRS Nov 7, 2022 $2.5M$2.3M$204K$806K 990 PDF
FY2020 ViewingFiled with the IRS Nov 4, 2021 $2.1M$2.9M−$865K$435K 990 PDF
FY2019Filed with the IRS Feb 1, 2021 $2.9M$3.3M−$439K$300K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $2,071,652 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$43,501
I-9 Program service revenuePrior year $2,844,437$2,000,302
I-10 Investment incomePrior year $10,723$20,843
I-11 Other revenuePrior year $6,784$7,006
I-12 Total revenuePrior year $2,861,944$2,071,652
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,586,121$1,204,281
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,715,305$1,732,409
I-18 Total expensesPrior year $3,301,426$2,936,690
I-19 Revenue less expensesPrior year −$439,482−$865,038
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,071,652 across 6 lines filed
Lines not itemized here account for $500 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$43,501
VIII-1h Total contributions, gifts and grants$43,501
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,774,858 · Excluded from tax $224,944$1,999,802
VIII-3 Investment incomeExcluded from tax $20,843$20,843
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $7,006$7,006
VIII-12 Total revenueRelated to mission $1,775,358 · Unrelated business $0 · Excluded from tax $252,793$2,071,652
Part IX · Statement of functional expenses $2,936,690 across 18 lines filed
IX-5 Pay of current officers, directors and key staff$490,292
IX-7 Other salaries and wages$527,731
IX-8 Pension plan contributions$29,800
IX-9 Other employee benefits$77,484
IX-10 Payroll taxes$78,974
IX-11b Legal fees$160,125
IX-11c Accounting fees$16,880
IX-11g Other fees for services$155,914
IX-12 Advertising and promotion$50,649
IX-13 Office expenses$57,780
IX-14 Information technology$124,445
IX-16 Occupancy$26,939
IX-17 Travel$22,283
IX-19 Conferences, conventions and meetings$169,838
IX-20 Interest$12,387
IX-22 Depreciation, depletion and amortization$38,129
IX-23 Insurance$2,039
IX-24 Other expenses (24a–d)$895,001
IX-25 Total functional expenses$2,936,690
Part X · Balance sheet $1,684,958 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $151,483$357,442
X-4 Accounts receivableStart of year $49,028$54,850
X-10c Land, buildings and equipment, netStart of year $61,524$23,395
X-11 Publicly traded securitiesStart of year $1,026,408$1,113,116
X-15 Other assetsStart of year $131,513$136,155
X-16 Total assetsStart of year $1,469,534$1,684,958
X-17 Accounts payable and accrued expensesStart of year $275,558$115,653
X-19 Deferred revenueStart of year $830,249$522,736
X-24 Unsecured notes and loans payableStart of year $64,172$611,283
X-26 Total liabilitiesStart of year $1,169,979$1,249,672
X-27 Net assets without donor restrictionsStart of year $299,555$435,286
X-32 Total net assets or fund balancesStart of year $299,555$435,286
X-33 Total liabilities and net assetsStart of year $1,469,534$1,684,958
Part XI · Reconciliation of net assets $435,286 net assets at year end
XI-1 Total revenue$2,071,652
XI-2 Total expenses$2,936,690
XI-3 Revenue less expenses−$865,038
XI-4 Net assets at start of year$299,555
XI-8 Prior period adjustments$1,000,769
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$435,286

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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