- Revenue 2024
- $4,494,507
- Expenses 2024
- $4,152,813
As filed
- Subsection
- 06
- Classification
- 2000
- Street
- 1115 SAN JACINTO BLVD STE 100
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
TRADE ASSOCIATION FOR INSURANCE AGENTS
Activities or mission (Part I)
TRADE ASSOCIATION FOR INSURANCEAGENTS
-
IIAT PROVIDES NUMEROUS MEMBERSHIP BENEFITS. THE BI-WEEKLY "TEXAS AGENT"NEWSLETTER KEEPS MEMBERS INFORMED ABOUT CURRENT EVENTS AND ISSUES IN TEXAS INSURANCE FROM THE AGENT'S PERSPECTIVE. MEMBERS CAN ACCESS NEARLY EVERY IIAT SERVICE ONLINE FROM THEIR COMPUTER BY VISITING WWW.IIAT.ORG WHERE A VAST ARRAY OF HELPFUL INFORMATION IS AVAILABLE. INFORCENTRAL IS IIAT'S PREMIER ONLINE RESEARCH LIBRARY WITH EXPLANATIONS OF COMPLEX POLICY LANGUAGE, TECHNICAL COVERAGE ARTICLES, CLIENT COMMUNICATIONS AND MORE. MEMBERSHIP IN IIAT AUTOMATICALLY QUALIFIES THE AGENT FOR MEMBERSHIP IN IIAT'S NATIONAL AFFILIATE, THE INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA.
-
IIAT HOSTS FOUR MAJOR CONFERENCES AND MEETINGS EACH YEAR. IIAT'S ANNUALCONFERENCE AND TRADE SHOW FEATURES TWO DAYS OF TOP-NOTCH SPEAKERS, CONTINUING EDUCATION WORKSHOPS, EXHIBITS AND ENTERTAINMENT, PLUS THE CHANCE TO MIX WITH NEARLY 1,000 INDUSTRY COLLEAGUES. THE ANNUAL JOE VINCENT MANAGEMENT SEMINAR IS ONE OF THE PREMIER EDUCATIONAL EVENTS OF THE YEAR IN TEXAS AND IS DEVOTED EXCLUSIVELY TO AGENCY OWNERS AND MANAGERS WITH A THREE-DAY PROGRAM WITH MULTIPLE WORKSHOPS AND PRESENTATIONS FOCUSED ON MANAGEMENT ISSUES AND TECHNIQUES. THE SMALL AGENCY CONFERENCE IS GEARED TO THE NEEDS OF AGENCY OWNERS WRITING MOSTLY SMALL ACCOUNTS AND IS A ONE-OF-A-KIND EVENT FOR SMALL AGENCIES WITH CONTINUING EDUCATION WORKSHOPS, NETWORKING, AND MARKET ACCESS.
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IIAT'S GOVERNMENTAL AFFAIRS STAFF AND GRASSROOTS LEADERSHIP TEAM WORKCLOSELY WITH LAWMAKERS AND POLITICAL LEADERS AS A RESOURCE FOR INSURANCE INFORMATION AS IT RELATES TO AGENTS. IIAT'S CLOSE RELATIONSHIP WITH THE TEXAS DEPARTMENT OF INSURANCE ENSURES IIAT MEMBERS' VOICES ARE HEARD AS REGULATIONS ARE DRAFTED AND RULES PUBLISHED. IIAT PUBLISHES THE "CAPITOL REPORT" WHILE THE TEXAS LEGISLATURE IS IN SESSION AND PROVIDES ONLINE BILL ANALYSES WITH CURRENT INFORMATION ABOUT PROPOSED LEGISLATION AND HOW THEY WILL AFFECT AGENTS.
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Ben PattersonBEN PATTERSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Christy RossCHRISTY ROSS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Josh AndrajackJOSH ANDRAJACK
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Josh FieldsJOSH FIELDS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kyle DeanKYLE DEAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark PerkinsMARK PERKINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mona VillanuevaMONA VILLANUEVA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert NitscheROBERT NITSCHE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ross OrmondROSS ORMOND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tommy DiesTOMMY DIES
CHARIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Travis McDavidTRAVIS MCDAVID
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Tyler SpearsTYLER SPEARS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Josh LewisJOSH LEWIS
TREASURER
- Total calculated
- $148,384
- From this org
- $128,625
- From related orgs
- $0
- Other
- $19,759
- Hours/week
- 39 + 1 related
-
Marit PetersMARIT PETERS
PRESIDENT
- Total calculated
- $413,096
- From this org
- $373,652
- From related orgs
- $0
- Other
- $39,444
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $323,652
- Bonus
- $50,000
- Other
- $0
- Deferred
- $32,365
- Nontaxable benefits
- $7,079
- Filer's total
- $413,096
-
Cindy QuyCINDY QUY
SECRETARY
- Total calculated
- $80,995
- From this org
- $73,887
- From related orgs
- $0
- Other
- $7,108
- Hours/week
- 39 + 1 related
-
Angela FordANGELA FORD
CONTINUOUS IMPROVEMENT DIRECTOR
- Total calculated
- $176,282
- From this org
- $153,758
- From related orgs
- $0
- Other
- $22,524
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $144,758
- Bonus
- $9,000
- Other
- $0
- Deferred
- $14,476
- Nontaxable benefits
- $8,048
- Filer's total
- $176,282
-
Regan EllmerREGAN ELLMER
GOVERNMENTAL AFFAIRS DIRECTOR
- Total calculated
- $184,245
- From this org
- $160,178
- From related orgs
- $0
- Other
- $24,067
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $153,678
- Bonus
- $6,500
- Other
- $0
- Deferred
- $15,368
- Nontaxable benefits
- $8,699
- Filer's total
- $184,245
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $4,494,507
- Expenses
- $4,152,813
- Contributions
- $0
- Grants paid
- $20,000
-
2023
- Revenue
- $4,386,017
- Expenses
- $4,103,199
- Contributions
- $0
- Grants paid
- $4,000
-
2022
- Revenue
- $4,096,813
- Expenses
- $4,427,063
- Contributions
- $0
- Grants paid
- $20,000
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $4,061,566
- Expenses
- $4,253,006
- Assets (EOY)
- $14,687,710
-
2020 · 990
- Revenue
- $3,665,225
- Expenses
- $3,550,721
- Assets (EOY)
- $16,269,345
-
2019 · 990
- Revenue
- $3,696,066
- Expenses
- $3,693,722
- Assets (EOY)
- $14,104,304
-
2018 · 990
- Revenue
- $4,463,121
- Expenses
- $4,344,171
- Assets (EOY)
- $14,242,538
-
2017 · 990
- Revenue
- $4,378,878
- Expenses
- $4,350,353
- Assets (EOY)
- $14,085,966
-
2016 · 990
- Revenue
- $4,477,017
- Expenses
- $4,369,149
- Assets (EOY)
- $14,430,361
-
2015 · 990
- Revenue
- $4,679,296
- Expenses
- $4,711,384
- Assets (EOY)
- $14,030,977
-
2014 · 990
- Revenue
- $4,804,921
- Expenses
- $5,332,649
- Assets (EOY)
- $13,865,083
-
2013 · 990
- Revenue
- $3,546,298
- Expenses
- $3,395,168
- Assets (EOY)
- $14,740,277
-
2012 · 990
- Revenue
- not reported
- Expenses
- $2,934,711
- Assets (EOY)
- $13,604,752
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$20,000
2022 DISASTER RELIEF FUND
-
$20,000
2024 DISASTER RELIEF FUND
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
POLITICAL ACTION COMMITTEE OF IIAT
527 · POLITICAL ACTION COMMITTEE · TX
-
501(C)(3) · EDUCATIONAL FOUNDATION · TX
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related corporations and trusts on its 2024 return
-
IIAT SERVICES COMPANY
C · INSURANCE RELATED ACTIVITY · TX · 100% owned · share of assets $2,284,834 · controlled entity
-
PROJECT RUNOFF INC
C · INSURANCE RELATED ACTIVITY · TX · 100% owned · share of assets $250 · controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.