Totals
- Total revenue
- $1,093,668
- Total expenses
- $961,897
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $537,153
- Investment income
- $187,419
- Other revenue
- $369,096
- Total assets, end of year
- $1,157,243
- Total liabilities, end of year
- $53,600
- Net assets or fund balances, end of year
- $1,103,643
- 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.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: CONVENTIONS, MEETINGS
total $310,301 · related or exempt $310,301
-
2b · Program service revenue: MEMBERSHIP DUES
total $145,240 · related or exempt $145,240
-
2c · Program service revenue: EDUCATIONAL SERVICES
total $77,635 · related or exempt $77,635
-
2d · Program service revenue: MISC. PROGRAM SERVICE
total $3,977 · related or exempt $3,977
-
3 · Investment income
total $186,467 · excluded $186,467
-
7a · Gross sales of assets other than inventory
securities $18,242
-
7b · Less cost or other basis and sales expenses
securities $17,290
-
7c · Gain or loss
securities $952
-
7d · Net gain or loss
total $952 · excluded $952
-
11a · Other revenue: MANAGEMENT FEES
total $268,659 · related or exempt $268,659
-
11b · Other revenue: INSURANCE COMMISSIONS
total $45,368 · unrelated business $45,368
-
11c · Other revenue: TRUSTED CHOICE MATCH
total $45,000 · related or exempt $45,000
-
11d · All other revenue
total $10,069 · related or exempt $2,809 · unrelated business $7,260
-
11e · Other revenue, total
$369,096
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $155,351
-
7 · Other salaries and wages
total $265,961
-
9 · Other employee benefits
total $41,618
-
10 · Payroll taxes
total $26,495
-
11c · Fees: accounting
total $11,570
-
11f · Fees: investment management
total $5,665
-
12 · Advertising and promotion
total $87,013
-
13 · Office expenses
total $2,514
-
16 · Occupancy
total $42,000
-
17 · Travel
total $31,885
-
19 · Conferences, conventions and meetings
total $145,448
-
22 · Depreciation, depletion and amortization
total $1,116
-
23 · Insurance
total $5,598
-
24a · Other expenses: INCOME TAXES
total $5,557
-
24b · Other expenses: SUBSCRIPTIONS AND DUES
total $67,784
-
24c · Other expenses: LEGISLATIVE EXPENSES
total $34,268
-
24d · Other expenses: YOUNG AGENTS MEETINGS
total $14,738
-
24e · All other expenses
total $17,316
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $84,272 · end of year $150,526
-
2 · Savings and temporary cash investments
beginning of year $5,282 · end of year $5,895
-
4 · Accounts receivable
beginning of year $52,506 · end of year $51,810
-
9 · Prepaid expenses and deferred charges
beginning of year $15,346 · end of year $20,264
-
10a · Land, buildings and equipment: cost or other basis
$27,788
-
10b · Land, buildings and equipment: accumulated depreciation
$27,788
-
10c · Land, buildings and equipment, net
beginning of year $1,116 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $607,866 · end of year $679,606
-
12 · Investments: other securities
beginning of year $219,142 · end of year $219,142
-
15 · Other assets
beginning of year $2,057 · end of year $30,000
-
17 · Accounts payable and accrued expenses
beginning of year $28,213 · end of year $18,408
-
19 · Deferred revenue
beginning of year $37,372 · end of year $15,192
-
25 · Other liabilities
beginning of year $33,787 · end of year $20,000
-
27 · Net assets without donor restrictions
beginning of year $888,215 · end of year $1,103,643
Mission and programs · 2023
Mission
TO REPRESENT, SUPPORT, AND PROMOTE INDEPENDENT INSURANCE AGENTS.
-
EDUCATIONAL MEETINGS, CONVENTIONS AND SEMINARS ARE PROVIDED FOR MEMBERS.
-
DUES ARE PAID TO THE NATIONAL INDEPENDENT INSURANCE AGENTS OF AMERICA WHICH IN TURN SUPPORTS INDEPENDENT AGENTS AT A NATIONAL LEVEL.
-
LEGISLATION AND REGULATIONS AFFECTING INSURANCE AGENTS ARE MONITORED BY THE ASSOCIATION AND APPROPRIATE INPUT ON BEHALF OF AGENTS IS GIVEN.
As filed on the 2023 return.
Listed in Part VII
-
PETER CLAVETTE
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5
-
SARAH FISHER
CHAIRWOMAN
- Total calculated
- $0
- Hours/week
- 0.5
-
DANIELLE MARQUIS
PIA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
ASHLEY ROSBOROUGH
CHAIRWOMAN-ELECT
- Total calculated
- $0
- Hours/week
- 0.5
-
G JEFF SHAW
IMMEDIATE PAST CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5
-
WANDY TAPLEY
IIABA DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
MARK BAILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
THOMAS BEAROR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JOHN BILODEAU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
STACEY CHENEVERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
HAROLD CLARK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
STACY JOHANSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JONATHAN NAGY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
LAURIE NOEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
CHARLES STOKES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
LISA VEREGGE
PRESIDENT/CEO
- Total calculated
- $155,351
- From this org
- $138,495
- From related orgs
- $0
- Other
- $16,856
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,495
- Bonus
- $0
- Other
- $0
- Deferred
- $3,485
- Nontaxable benefits
- $13,371
- Filer's total
- $155,351
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.
-
C · SALES OF INSURANCE PRODUCTS · ME · 100% owned · share of income $223,124 · share of assets $1,052,512 · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443419349301234
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