Form 990 for tax year 2023

Totals

Total revenue

$4,314,771

Total expenses

$3,507,341

Contributions and grants received

$100,000

Grants paid

$527,363

Program service revenue

$4,201,955

Investment income

$12,816

Other revenue

$0

Total assets, end of year

$3,581,469

Total liabilities, end of year

$1,248,276

Net assets or fund balances, end of year

$2,333,193

Program services expenses (Part IX)

— not reported

Management and general expenses

— not reported

Fundraising expenses

— not reported

Program service expenses (Part III)

— not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• TRUSTED CHOICE IS THE NATIONAL MARKETING BRAND CREATED EXCLUSIVELY FOR BIG "I" MEMBERS TO HELP CONSUMERS UNDERSTAND THE VALUE THAT AN INDEPENDENT AGENT OFFERS. THIS IS NOT A MARKET ACCESS PROGRAM, BUT A BRAND THAT IS DESIGNED TO HIGHLIGHT THE STRENGTHS OF INDEPENDENT INSURANCE AGENTS: CHOICE, CUSTOMIZATION, AND ADVOCACY.

As filed on the 2023 return.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• MAKE-A-WISH

  $102,500

  GENERAL SUPPORT

• INDEPENDENT INSURANCE AGENTS OF NC INC

  $60,000

  ADVERTISING & RECRUITING

• INDEPENDENT INSURANCE AGENTS OF RHODE ISLAND

  $60,000

  GENERAL SUPPORT

• MASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INC

  $55,000

  ADVERTISING & RECRUITING

• INDEPENDENT INSURANCE AGENTS OF SOUTH DAKOTA

  $34,075

  ADVERTISING & RECRUITING

• IIABCAL INDEPENDENT INSURANCE AGENTS & BROKERS OF CALIFORNIA

  $16,667

  GENERAL SUPPORT

• INDEPENDENT INSURANCE AGENTS OF OKLAHOMA

  $5,833

  ADVERTISING & RECRUITING

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA

  501(C)(6) · TRADE ASSOCIATION · NY

• IIAA EDUCATIONAL FOUNDATION

  501(C)(3) · CHARITY · NY

  Directly controlled by IIABA

• IIABA PAC

  527 · LOBBYING · NY

  Directly controlled by IIABA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

14 July 2025

IRS schema version

2023v6.0

Source object

202521969349301032

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