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← NEW HAMPSHIRE ASSOCIATION OF INSURANCE AGENTS INC

Form 990 for tax year 2023

Filed by NEW HAMPSHIRE ASSOCIATION OF INSURANCE AGENTS INC.

Totals

Total revenue
$586,794
Total expenses
$525,088
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$480,915
Investment income
$37,655
Other revenue
$68,224
Total assets, end of year
$1,357,071
Total liabilities, end of year
$112,147
Net assets or fund balances, end of year
$1,244,924
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$525,088

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $140,519 · related or exempt $140,519

  • 2b · Program service revenue: EDUCATIONAL PROGRAMS

    total $134,731 · related or exempt $134,731

  • 2c · Program service revenue: ANNUAL MEETING

    total $103,915 · related or exempt $103,915

  • 2d · Program service revenue: PARTNERS IN PROGRESS

    total $101,750 · related or exempt $101,750

  • 3 · Investment income

    total $37,655 · excluded $37,655

  • 5 · Royalties

    total $52,227 · excluded $52,227

  • 8a · Fundraising events: gross income

    $51,598

  • 8b · Fundraising events: direct expenses

    $39,211

  • 8c · Net income from fundraising events

    total $12,387 · excluded $12,387

  • 11a · Other revenue: OTHER INCOME

    total $2,610 · related or exempt $2,610

  • 11b · Other revenue: ADVERTISING

    total $1,000 · unrelated business $1,000

  • 11e · Other revenue, total

    $3,610

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $352,596

  • 8 · Pension plan contributions

    total $8,973

  • 9 · Other employee benefits

    total $45,840

  • 10 · Payroll taxes

    total $27,254

  • 11c · Fees: accounting

    total $8,584

  • 12 · Advertising and promotion

    total $2,069

  • 13 · Office expenses

    total $8,276

  • 14 · Information technology

    total $19,793

  • 16 · Occupancy

    total $36,000

  • 19 · Conferences, conventions and meetings

    total $15,973

  • 23 · Insurance

    total $9,679

  • 24a · Other expenses: CONVENTION EXPENSE

    total $64,735

  • 24b · Other expenses: NATIONAL DUES

    total $49,968

  • 24c · Other expenses: EDUCATIONAL PROGRAM EXPEN

    total $43,008

  • 24d · Other expenses: DUES & MEMBERSHIP SUPPLY

    total $16,582

  • 24e · All other expenses

    total -$184,242

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $111,981 · end of year $185,875

  • 2 · Savings and temporary cash investments

    beginning of year $387,323 · end of year $380,652

  • 4 · Accounts receivable

    beginning of year $82,948 · end of year $6,372

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,955 · end of year $8,896

  • 12 · Investments: other securities

    beginning of year $464,949 · end of year $502,276

  • 15 · Other assets

    beginning of year $274,000 · end of year $273,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,634 · end of year $7,992

  • 19 · Deferred revenue

    beginning of year $137,304 · end of year $104,155

  • 27 · Net assets without donor restrictions

    beginning of year $1,183,218 · end of year $1,244,924

Mission and programs · 2023

Mission

TO PROMOTE AND PERPETUATE THE INDEPENDENT INSURANCE AGENCY SYSTEM BY PROVIDING SUPERIOR SERVICES AND PRODUCTS TO ENHANCE THE PROFESSIONALISM OF OUR MEMBERS. THE ORGANIZATION PROVIDES EDUCATIONAL PROGRAMS TO APPROXIMATELY 180 MEMBERS, HOLDS SEMI-ANNUAL AND ANNUAL MEETINGS TO PROMOTE THE INSURANCE PROFESSION.

  • EDUCATIONAL SERVICES - VARIOUS PROFESSIONAL EDUCATIONAL SEMINARS FOR INSURANCE AGENTS MAINTAINING LICENSES, OTHER MEETINGS AND CONVENTIONS TO PROMOTE INSURANCE PROFESSION AND UPDATE AGENTS ON INDUSTRY INFO.

    Expenses $525,088 · Revenue $480,915

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BETH NEEDHAM

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    1

  • BRET COTE

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • LAURA AKERLEY

    CHAIRMAN ELE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM INFANTINE

    NATIONAL DIR

    Total calculated
    $0
    Hours/week
    1

  • KEITH BEAUSOLEIL

    VICE CHAIRMA

    Total calculated
    $0
    Hours/week
    1

  • TROY DILLOW

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TYLER HALSTEAD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE LAMERE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRIS MCINTOSH

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEBRA MOCHI

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • THOMAS O'DOWD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALI STEWART

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KEITH YOUNG

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOAN PAGEAU

    PRESIDENT

    Total calculated
    $155,152
    From this org
    $134,554
    From related orgs
    $0
    Other
    $20,598
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $119,687
    Bonus
    $14,867
    Other
    not reported
    Deferred
    $3,733
    Nontaxable benefits
    $16,865
    Filer's total
    $155,152

  • MARK COTE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY WOOD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

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

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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

No itemized grants to organizations on this return.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
3 January 2025
IRS schema version
2023v6.0
Source object
202510159349301271

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