Civic Intelligence

Maine Insurance Agents Association

990 • Fiscal year 2017 • EIN 01-0219810

Sep 01, 2016 to Aug 31, 2017 • Filed on Dec 12, 2017

17 Carriage LaneHallowell, ME 04347

(207) 623-1875

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.07x

Higher debt load relative to assets than 50% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.07x

Higher debt load relative to revenue than 52% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

53rd percentile

4.4%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$108,826

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

4.1%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$797,427

Up $75,172 (+10%) from 2016

Net Assets

Up

$738,334

Up $41,721 (+6.0%) from 2016

Liabilities

Up

$59,093

Up $33,451 (+130%) from 2016

Revenue

Up

$825,138

Up $32,681 (+4.1%) from 2016

Expenses

Up

$788,473

Up $25,353 (+3.3%) from 2016

Net Income

Up

$36,665

Up $7,328 (+25%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $596,377Liabilities 2011: $40,948Net Assets 2011: $555,4292011Assets 2012: $638,360Liabilities 2012: $17,281Net Assets 2012: $621,0792012Assets 2013: $666,012Liabilities 2013: $13,509Net Assets 2013: $652,5032013Assets 2014: $684,213Liabilities 2014: $20,387Net Assets 2014: $663,8262014Assets 2015: $697,541Liabilities 2015: $39,085Net Assets 2015: $658,4562015Assets 2016: $722,255Liabilities 2016: $25,642Net Assets 2016: $696,6132016Assets 2017: $797,427Liabilities 2017: $59,093Net Assets 2017: $738,3342017Assets 2018: $807,415Liabilities 2018: $26,394Net Assets 2018: $781,0212018Assets 2019: $838,397Liabilities 2019: $43,920Net Assets 2019: $794,4772019Assets 2020: $912,815Liabilities 2020: $92,822Net Assets 2020: $819,9932020Assets 2021: $1,007,775Liabilities 2021: $115,812Net Assets 2021: $891,9632021Assets 2022: $944,580Liabilities 2022: $82,970Net Assets 2022: $861,6102022Assets 2023: $987,587Liabilities 2023: $99,372Net Assets 2023: $888,2152023Assets 2024: $1,157,243Liabilities 2024: $53,600Net Assets 2024: $1,103,6432024Assets 2025: $1,234,591Liabilities 2025: $45,183Net Assets 2025: $1,189,4082025

Highlighted filing

2017

Assets$797,427
Liabilities$59,093
Net Assets$738,334

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $710,488Expenses 2011: $727,701Net Income 2011: -$17,2132011Revenue 2012: $757,025Expenses 2012: $715,618Net Income 2012: $41,4072012Revenue 2013: $779,417Expenses 2013: $765,121Net Income 2013: $14,2962013Revenue 2014: $732,353Expenses 2014: $738,196Net Income 2014: -$5,8432014Revenue 2015: $757,209Expenses 2015: $737,540Net Income 2015: $19,6692015Revenue 2016: $792,457Expenses 2016: $763,120Net Income 2016: $29,3372016Revenue 2017: $825,138Expenses 2017: $788,473Net Income 2017: $36,6652017Revenue 2018: $853,903Expenses 2018: $821,876Net Income 2018: $32,0272018Revenue 2019: $846,042Expenses 2019: $836,243Net Income 2019: $9,7992019Revenue 2020: $766,211Expenses 2020: $751,459Net Income 2020: $14,7522020Revenue 2021: $880,974Expenses 2021: $872,810Net Income 2021: $8,1642021Revenue 2022: $941,041Expenses 2022: $883,165Net Income 2022: $57,8762022Revenue 2023: $964,287Expenses 2023: $951,289Net Income 2023: $12,9982023Revenue 2024: $1,093,668Expenses 2024: $961,897Net Income 2024: $131,7712024Revenue 2025: $1,149,516Expenses 2025: $1,076,938Net Income 2025: $72,5782025

Highlighted filing

2017

Revenue$825,138
Expenses$788,473
Net Income$36,665
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
Gross Receipts
$860,788
Mission and Program Overview

Mission

To represent, support, and promote independent insurance agents.

To support, promote and represent the common business interest of independent agents and their firms, consistent with the best interest of the insurance-buying public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$377,347$405,837▲ $28,490
Investments Other Securities$219,142$219,142→ $0
Cash and Non-Interest-Bearing Accounts$58,478$84,207▲ $25,729
Savings and Temporary Cash Investments$16,096$15,226▼ $870
Prepaid Expenses and Deferred Charges$15,308$14,544▼ $764
Land, Buildings, and Equipment, Net$5,793$4,594▼ $1,199
Accounts Receivable$3,136$1,500▼ $1,636
Total Assets$722,255$797,427▲ $75,172
Other Assets Total$26,955$52,377▲ $25,422
Liabilities
Accounts Payable and Accrued Expenses$18,850$48,521▲ $29,671
Deferred Revenue$6,792$9,068▲ $2,276
Other Liabilities$0$1,504▲ $1,504
Total Liabilities$25,642$59,093▲ $33,451
Net Assets / Fund Balance
Unrestricted Net Assets$696,613$738,334▲ $41,721
Total Net Assets Fund Balance$696,613$738,334▲ $41,721
Total Liabilities and Net Assets / Fund Balance$722,255$797,427▲ $75,172

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,594$3,797$8,391
Other Assets Org$42,377--
Closely Held Equity Interests$219,142--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa VereggePresident/CEOFT$96,944$11,882$108,826

Board Members and Trustees

NameTitle
Wendy J Tapley CicChairwoman
Danielle K Marquis CpcuChairwoman-elect
Michelle Ibarguen Cpcucic Afsb CrPast Chairwoman
Laurie J Billings AcsrVice Chairwoman
G Jeff Shaw CicDirector
Michael Dufour CicDirector
Pamela Duranceau Cpcu AisDirector
Patrick MaguireDirector
Peter Clavette CicDirector
Robert Wheeler CicDirector
William Mitchell CicDirector
Ken WhiteIiaba State National Director
Jeffrey Mcdonnell CpcuPia National Director
Revenue and Support

Revenue Composition

Contributions and Grants
$168,721
Program Service Revenue
$235,448
Investment Income
$155,527
Other Revenue
$265,442
Change in Net Assets
$36,665

Audited Revenue Reconciliation

Revenue per Audited Statements
$825,138
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$5,056
Total Revenue per Audited Statements
$830,194
Total Revenue per Form 990
$825,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$426,615
Salaries, Compensation, and Employee Benefits$361,858
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$182,177
Current Officers, Directors, Trustees, and Key Employees---$124,307
Advertising---$76,568
Occupancy---$42,000
Travel---$41,575
Other Employee Benefits---$37,279
Conferences and Meetings---$35,113
Fees for Services Lobbying---$33,667
All Other Expenses---$29,611
Payroll Taxes---$18,095
Other Expenses---$10,012
Fees for Services Accounting---$7,500
Insurance---$2,555
Depreciation Depletion---$1,199
Total Functional Expenses$0$0$0$788,473

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$788,473
Total Expenses per Audited Statements$788,473
Total Expenses per Form 990$788,473
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$101,270
Current Year Nondeductible Lobbying and Political Cost$75,308
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Income Tax Payable$1,504
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The return is compared to the audited financial statements before it is filed - it is available for the board to review if requested.

Form 990, Part VI, Section B, Line 12C

The policy is signed each year and discussed at the beginning of each board of directors meeting.

Form 990, Part VI, Section B, Line 15

A review of the president/ceo's performance is performed annually by the board of directors. A review of the appropriate compensation level is included as part of the review based on goals and the upcoming year's budget. A similar process is performed by the president/ceo for the employees of the association.

Form 990, Part VI, Section C, Line 19

The governing documents, tax return and financial statements are available for review upon written request to the president/ceo or member of the board of directors.

Filing and Contact Details

Filer

Filer Name
Maine Insurance Agents Association
EIN
01-0219810
Phone
2076231875
Address
17 CARRIAGE LANE, HALLOWELL, ME 04347

Signing Officer

Name
Lisa Veregge
Title
President/CEO
Phone
2076231875
Signed
2017-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Veregge
Formed
1899
Legal Domicile
Me
Voting Board Members
13
Independent Board Members
13
Employees
4
Volunteers
13

Preparer

Firm
Macpage LLC
Address
ONE MARKET SQUARE, AUGUSTA, ME 04330
Preparer
Jeffrey Hubert
Phone
2076224766
Supplemental Narrative

Additional Explanations

Part XII Line 2C

The organization has a board of directors which assumes responsibility for oversight of the audit of the financial statements and is responsible for the selection of the independent accountant to perform the annual audit.

Raw XML AppendixShowing 400 of 485 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018850
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt048521
IRS990/AccountsReceivableGrp/BOYAmt03136
IRS990/AccountsReceivableGrp/EOYAmt01500
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT, PROMOTE AND REPRESENT THE COMMON BUSINESS INTEREST OF INDEPENDENT AGENTS AND THEIR FIRMS, CONSISTENT WITH THE BEST INTEREST OF THE INSURANCE-BUYING PUBLIC.
IRS990/AdvertisingGrp/TotalAmt076568
IRS990/AllOtherExpensesGrp/TotalAmt029611
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LISA VEREGGE PRESIDENTCEO
IRS990/BooksInCareOfDetail/PhoneNum02076231875
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt017 CARRIAGE LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0HALLOWELL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990/BooksInCareOfDetail/USAddress/ZIPCd004347
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt058478
IRS990/CashNonInterestBearingGrp/EOYAmt084207
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0124307
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt035113
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0168721
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0155527
IRS990/CYOtherExpensesAmt0426615
IRS990/CYOtherRevenueAmt0265442
IRS990/CYProgramServiceRevenueAmt0235448
IRS990/CYRevenuesLessExpensesAmt036665
IRS990/CYSalariesCompEmpBnftPaidAmt0361858
IRS990/CYTotalExpensesAmt0788473
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0825138
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt06792
IRS990/DeferredRevenueGrp/EOYAmt09068
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt01199
IRS990/Desc0EDUCATIONAL MEETINGS, CONVENTIONS AND SEMINARS ARE PROVIDED FOR MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt07500
IRS990/FeesForServicesLobbyingGrp/TotalAmt033667
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1311882
IRS990/Form990PartVIISectionAGrp/PersonNm0KEN WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK MAGUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIELLE K MARQUIS CPCU
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFFREY MCDONNELL CPCU
IRS990/Form990PartVIISectionAGrp/PersonNm4PETER CLAVETTE CIC
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM MITCHELL CIC
IRS990/Form990PartVIISectionAGrp/PersonNm6PAMELA DURANCEAU CPCU AIS
IRS990/Form990PartVIISectionAGrp/PersonNm7LAURIE J BILLINGS ACSR
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL DUFOUR CIC
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHELLE IBARGUEN CPCUCIC AFSB CR
IRS990/Form990PartVIISectionAGrp/PersonNm10G JEFF SHAW CIC
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT WHEELER CIC
IRS990/Form990PartVIISectionAGrp/PersonNm12WENDY J TAPLEY CIC
IRS990/Form990PartVIISectionAGrp/PersonNm13LISA VEREGGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1396944
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0IIABA STATE NATIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRWOMAN-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PIA NATIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIRWOMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PAST CHAIRWOMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIRWOMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01899
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt013246
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt048896
IRS990/GrossReceiptsAmt0860788
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt02555
IRS990/InvestmentIncomeGrp/ExclusionAmt0142281
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0142281
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0219142
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0219142
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0377347
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0405837
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03797
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05793
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04594
IRS990/LandBldgEquipCostOrOtherBssAmt08391
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt035650
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0168721
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt06112
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt016380
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt010268
IRS990/MissionDesc0TO SUPPORT, PROMOTE AND REPRESENT THE COMMON BUSINESS INTEREST OF INDEPENDENT AGENTS AND THEIR FIRMS, CONSISTENT WITH THE BEST INTEREST OF THE INSURANCE-BUYING PUBLIC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0696613
IRS990/NetAssetsOrFundBalancesEOYAmt0738334
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt013246
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013246
IRS990/NetUnrelatedBusTxblIncmAmt07505
IRS990/NetUnrlzdGainsLossesInvstAmt05056
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt042000
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt026955
IRS990/OtherAssetsTotalGrp/EOYAmt052377
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037279
IRS990/OtherExpensesGrp/Desc0NATIONAL DUES
IRS990/OtherExpensesGrp/Desc1ANNUAL CONVENTION
IRS990/OtherExpensesGrp/Desc2YOUNG AGENTS MEETINGS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt072504
IRS990/OtherExpensesGrp/TotalAmt160500
IRS990/OtherExpensesGrp/TotalAmt213811
IRS990/OtherExpensesGrp/TotalAmt310012
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt01504
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1561000
IRS990/OtherRevenueMiscGrp/BusinessCd2524298
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1TRUSTED CHOICE MATCH
IRS990/OtherRevenueMiscGrp/Desc2INSURANCE COMMISSIONS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0182000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt140956
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0182000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt140956
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt226106
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt026106
IRS990/OtherRevenueTotalAmt0265442
IRS990/OtherSalariesAndWagesGrp/TotalAmt0182177
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt018095
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015308
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014544
IRS990/PrincipalOfficerNm0LISA VEREGGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0CONVENTIONS, MEETINGS
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATIONAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2MISC. PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0172924
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt158150
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24374
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0172924
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt158150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24374
IRS990/ProgSrvcAccomActy2Grp/Desc0DUES ARE PAID TO THE NATIONAL INDEPENDENT INSURANCE AGENTS OF AMERICA WHICH IN TURN SUPPORTS INDEPENDENT AGENTS AT A NATIONAL LEVEL.
IRS990/ProgSrvcAccomActy3Grp/Desc0LEGISLATION AND REGULATIONS AFFECTING INSURANCE AGENTS ARE MONITORED BY THE ASSOCIATION AND APPROPRIATE INPUT ON BEHALF OF AGENTS IS GIVEN.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0158343
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0143286
IRS990/PYOtherExpensesAmt0434523
IRS990/PYOtherRevenueAmt0236755
IRS990/PYProgramServiceRevenueAmt0254073
IRS990/PYRevenuesLessExpensesAmt029337
IRS990/PYSalariesCompEmpBnftPaidAmt0328597
IRS990/PYTotalExpensesAmt0763120
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0792457
IRS990/ReconcilationRevenueExpnssAmt036665
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016096
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015226
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt0109669
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/DuesAssessmentsAmt0168721
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt025962
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt075308
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0101270
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-8399
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0219142
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/EquipmentGrp/BookValueAmt04594
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03797
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08391
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0788473
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05056
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt142377
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PIA NOTE RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM SUBSIDIARY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01504
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INCOME TAX PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt05056
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0825138
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04594
IRS990ScheduleD/TotalBookValueOtherAssetsAmt052377
IRS990ScheduleD/TotalBookValueSecuritiesAmt0219142
IRS990ScheduleD/TotalExpensesPerForm990Amt0788473
IRS990ScheduleD/TotalLiabilityAmt01504
IRS990ScheduleD/TotalRevenuePerForm990Amt0825138
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0830194
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0788473
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS COMPARED TO THE AUDITED FINANCIAL STATEMENTS BEFORE IT IS FILED - IT IS AVAILABLE FOR THE BOARD TO REVIEW IF REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY IS SIGNED EACH YEAR AND DISCUSSED AT THE BEGINNING OF EACH BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A REVIEW OF THE PRESIDENT/CEO'S PERFORMANCE IS PERFORMED ANNUALLY BY THE BOARD OF DIRECTORS. A REVIEW OF THE APPROPRIATE COMPENSATION LEVEL IS INCLUDED AS PART OF THE REVIEW BASED ON GOALS AND THE UPCOMING YEAR'S BUDGET. A SIMILAR PROCESS IS PERFORMED BY THE PRESIDENT/CEO FOR THE EMPLOYEES OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, TAX RETURN AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON WRITTEN REQUEST TO THE PRESIDENT/CEO OR MEMBER OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A BOARD OF DIRECTORS WHICH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT TO PERFORM THE ANNUAL AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd01
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0010358691
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0ME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SALES OF INSURANCE PRODUCTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AGENCY ASSISTANCE CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt01513400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt01972698
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt017 CARRIAGE LANE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HALLOWELL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0ME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd004347
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0128000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt142000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2182000
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AGENCY ASSISTANCE CO INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1AGENCY ASSISTANCE CO INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2AGENCY ASSISTANCE CO INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0F
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2Q
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.23$0.05$1.19$1.15$1.08$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.05$1.10$1.09$0.96$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.10$0.89$0.96$0.95$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.08$0.86$0.94$0.88$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.12$0.89$0.88$0.87$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.09$0.82$0.77$0.75$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.04$0.79$0.85$0.84$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.03$0.78$0.85$0.82$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.06$0.74$0.83$0.79$0.04
2016Summary only. Only limited summary data is available for this year.$0.72$0.03$0.70$0.79$0.76$0.03
2015Summary only. Only limited summary data is available for this year.$0.70$0.04$0.66$0.76$0.74$0.02
2014Summary only. Only limited summary data is available for this year.$0.68$0.02$0.66$0.73$0.74$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.01$0.65$0.78$0.77$0.01
2012Summary only. Only limited summary data is available for this year.$0.64$0.02$0.62$0.76$0.72$0.04
2011Summary only. Only limited summary data is available for this year.$0.60$0.04$0.56$0.71$0.73$0.02