Civic Intelligence

Maine Insurance Agents Association

990 • Fiscal year 2020 • EIN 01-0219810

Sep 01, 2019 to Aug 31, 2020 • Filed on Dec 04, 2020

Organization ProfileWWW.MAINEAGENTS.COM

View Organization Page

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

54th percentile

0.10x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.12x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Net Margin

40th percentile

1.9%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$140,320

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Asset Growth

57th percentile

8.9%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

-9.4%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$912,815

Up $74,418 (+8.9%) from 2019

Net Assets

Up

$819,993

Up $25,516 (+3.2%) from 2019

Liabilities

Up

$92,822

Up $48,902 (+111%) from 2019

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin40th percentile

Revenue

Down

$766,211

Down $79,831 (-9.4%) from 2019

Expenses

Down

$751,459

Down $84,784 (-10%) from 2019

Net Income

Up

$14,752

Up $4,953 (+51%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2020

Assets$912,815
Liabilities$92,822
Net Assets$819,993
Open 2020 Filing

Operations Trend

Revenue Growth49th percentile

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

2020

Revenue$766,211
Expenses$751,459
Net Income$14,752
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Dec 4, 2020
Return Version
2019v5.1
Gross Receipts
$771,734
Mission and Program Overview

Mission

To represent, support, and promote independent insurance agents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$441,810$467,368▲ $25,558
Investments Other Securities$219,142$219,142→ $0
Cash and Non-Interest-Bearing Accounts$35,227$139,031▲ $103,804
Accounts Receivable$5,620$37,408▲ $31,788
Land, Buildings, and Equipment, Net$17,713$10,306▼ $7,407
Savings and Temporary Cash Investments$9,349$9,559▲ $210
Prepaid Expenses and Deferred Charges$16,536$6,902▼ $9,634
Total Assets$838,397$912,815▲ $74,418
Other Assets Total$93,000$23,099▼ $69,901
Liabilities
Deferred Revenue$11,748$50,771▲ $39,023
Accounts Payable and Accrued Expenses$30,128$40,874▲ $10,746
Other Liabilities$2,044$1,177▼ $867
Total Liabilities$43,920$92,822▲ $48,902
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$794,477$819,993▲ $25,516
Total Net Assets Fund Balance$794,477$819,993▲ $25,516
Total Liabilities and Net Assets / Fund Balance$838,397$912,815▲ $74,418

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,306$17,482$27,788
Closely Held Equity Interests$219,142--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa VereggePresident/CEOFT$124,112$16,208$140,320

Board Members and Trustees

NameTitle
G Jeff Shaw CicChairman-elect
Laurie J Billings AcsrChairwoman
Danielle K Marquis CpcuImmediate Past Chairwoman
Wendy J Tapley CicVice Chairwoman
Laurie NoelDirector
Mark Bailey AaiDirector
Patrick Maguire CicDirector
Peter Clavette CicDirector
Ronald Guerin CicDirector
Sarah FisherDirector
William Mitchell CicDirector
Ken WhiteIiaba State National Director
Jeffrey Mcdonnell CpcuPia National Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$336,447
Investment Income
$171,095
Other Revenue
$258,669
Change in Net Assets
$14,752

Audited Revenue Reconciliation

Revenue per Audited Statements
$761,818
Revenue Not Reported on Financial Statements
$4,393
Revenue Not Reported on Form 990
$10,764
Total Revenue per Audited Statements
$772,582
Total Revenue per Form 990
$766,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$390,319
Other Expenses$328,190
Grants and Similar Amounts Paid$32,950
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$180,438
Current Officers, Directors, Trustees, and Key Employees---$148,216
Advertising---$68,684
Occupancy---$42,000
Other Employee Benefits---$41,383
Fees for Services Lobbying---$34,000
Grants to Domestic Orgs---$32,950
Conferences and Meetings---$31,886
Payroll Taxes---$20,282
Travel---$19,743
All Other Expenses---$13,851
Fees for Services Accounting---$10,685
Other Expenses---$8,455
Depreciation Depletion---$7,407
Fees for Service Investment Mgmnt Fees---$4,393
Insurance---$3,150
Total Functional Expenses$0$0$0$751,459

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$751,459
Expenses per Audited Statements$747,066
Total Expenses per Audited Statements$747,066
Expenses Not Reported on Financial Statements$4,393
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Thomas CollegeWaterville, ME501(c)(3)Scholarship Fund$16,475
University of Southern Maine FoundationPortland, ME501(c)(3)Scholarship Fund$16,475
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$99,517
Current Year Nondeductible Lobbying and Political Cost$80,918
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Income Tax Payable$1,177
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 35% controlled entity
No
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
2020-12-04
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
Wipfli Llp
Address
1 MARKET SQUARE, AUGUSTA, ME 04330-4637
Preparer
Jeffrey Hubert CPA
Phone
2076224766
Raw XML AppendixShowing 400 of 505 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/BOYAmt030128
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt040874
IRS990/AccountsReceivableGrp/BOYAmt05620
IRS990/AccountsReceivableGrp/EOYAmt037408
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO REPRESENT, SUPPORT, AND PROMOTE INDEPENDENT INSURANCE AGENTS.
IRS990/AdvertisingGrp/TotalAmt068684
IRS990/AllOtherExpensesGrp/TotalAmt013851
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt035227
IRS990/CashNonInterestBearingGrp/EOYAmt0139031
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0148216
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt031886
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt032950
IRS990/CYInvestmentIncomeAmt0171095
IRS990/CYOtherExpensesAmt0328190
IRS990/CYOtherRevenueAmt0258669
IRS990/CYProgramServiceRevenueAmt0336447
IRS990/CYRevenuesLessExpensesAmt014752
IRS990/CYSalariesCompEmpBnftPaidAmt0390319
IRS990/CYTotalExpensesAmt0751459
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0766211
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt011748
IRS990/DeferredRevenueGrp/EOYAmt050771
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt07407
IRS990/Desc0EDUCATIONAL MEETINGS, CONVENTIONS AND SEMINARS ARE PROVIDED FOR MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt010685
IRS990/FeesForServicesLobbyingGrp/TotalAmt034000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04393
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/OtherCompensationAmt1316208
IRS990/Form990PartVIISectionAGrp/PersonNm0DANIELLE K MARQUIS CPCU
IRS990/Form990PartVIISectionAGrp/PersonNm1G JEFF SHAW CIC
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFFREY MCDONNELL CPCU
IRS990/Form990PartVIISectionAGrp/PersonNm3KEN WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm4LAURIE J BILLINGS ACSR
IRS990/Form990PartVIISectionAGrp/PersonNm5LAURIE NOEL
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK BAILEY AAI
IRS990/Form990PartVIISectionAGrp/PersonNm7PATRICK MAGUIRE CIC
IRS990/Form990PartVIISectionAGrp/PersonNm8PETER CLAVETTE CIC
IRS990/Form990PartVIISectionAGrp/PersonNm9RONALD GUERIN CIC
IRS990/Form990PartVIISectionAGrp/PersonNm10SARAH FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm11WENDY J TAPLEY CIC
IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM MITCHELL 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/ReportableCompFromOrgAmt13124112
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/TitleTxt0IMMEDIATE PAST CHAIRWOMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PIA NATIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3IIABA STATE NATIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRWOMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIRWOMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01899
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02898
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToDomesticOrgsGrp/TotalAmt032950
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08421
IRS990/GrossReceiptsAmt0771734
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt03150
IRS990/InvestmentIncomeGrp/ExclusionAmt0168197
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0168197
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0219142
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0219142
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0441810
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0467368
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017482
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017713
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010306
IRS990/LandBldgEquipCostOrOtherBssAmt027788
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05523
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0424
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt011964
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt011540
IRS990/MissionDesc0TO REPRESENT, SUPPORT, AND PROMOTE INDEPENDENT INSURANCE AGENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0794477
IRS990/NetAssetsOrFundBalancesEOYAmt0819993
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02898
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02898
IRS990/NetUnrelatedBusTxblIncmAmt018945
IRS990/NetUnrlzdGainsLossesInvstAmt010764
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0794477
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0819993
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt042000
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt093000
IRS990/OtherAssetsTotalGrp/EOYAmt023099
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt041383
IRS990/OtherExpensesGrp/Desc0INCOME TAXES
IRS990/OtherExpensesGrp/Desc1NATIONAL DUES
IRS990/OtherExpensesGrp/Desc2YOUNG AGENTS MEETINGS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt04667
IRS990/OtherExpensesGrp/TotalAmt166710
IRS990/OtherExpensesGrp/TotalAmt212559
IRS990/OtherExpensesGrp/TotalAmt38455
IRS990/OtherLiabilitiesGrp/BOYAmt02044
IRS990/OtherLiabilitiesGrp/EOYAmt01177
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1561000
IRS990/OtherRevenueMiscGrp/BusinessCd2524298
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1TRUSTED CHOICE MATCH
IRS990/OtherRevenueMiscGrp/Desc2INSURANCE COMMISSIONS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0174845
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt136032
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0174845
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt136032
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt235828
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt035828
IRS990/OtherRevenueTotalAmt0258669
IRS990/OtherSalariesAndWagesGrp/TotalAmt0180438
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt020282
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016536
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06902
IRS990/PrincipalOfficerNm0LISA VEREGGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/BusinessCd2561000
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CONVENTIONS, MEETINGS
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATIONAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3MISC. PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0157692
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1121666
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt251161
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt35928
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0157692
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1121666
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt251161
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35928
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/PYContributionsGrantsAmt0159601
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0164057
IRS990/PYOtherExpensesAmt0468600
IRS990/PYOtherRevenueAmt0259038
IRS990/PYProgramServiceRevenueAmt0263346
IRS990/PYRevenuesLessExpensesAmt09799
IRS990/PYSalariesCompEmpBnftPaidAmt0367643
IRS990/PYTotalExpensesAmt0836243
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0846042
IRS990/ReconcilationRevenueExpnssAmt014752
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09349
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09559
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt070961
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/CarriedOverAmt028556
IRS990ScheduleC/DuesAssessmentsAmt0157692
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt018599
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt080918
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt099517
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0219142
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/EquipmentGrp/BookValueAmt010306
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017482
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027788
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04393
IRS990ScheduleD/ExpensesSubtotalAmt0747066
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04393
IRS990ScheduleD/InvestmentExpensesNotIncldAmt04393
IRS990ScheduleD/NetUnrealizedGainsInvstAmt010764
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01177
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INCOME TAX PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt010764
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04393
IRS990ScheduleD/RevenueSubtotalAmt0761818
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010306
IRS990ScheduleD/TotalBookValueSecuritiesAmt0219142
IRS990ScheduleD/TotalExpensesPerForm990Amt0751459
IRS990ScheduleD/TotalLiabilityAmt01177
IRS990ScheduleD/TotalRevenuePerForm990Amt0766211
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0772582
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0747066
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt016475
IRS990ScheduleI/RecipientTable/CashGrantAmt116475
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THOMAS COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF SOUTHERN MAINE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0010263385
IRS990ScheduleI/RecipientTable/RecipientEIN1043350930
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0180 WEST RIVER ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt196 FALMOUTH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WATERVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ME
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd004901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd104104
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS FUNDS WILL BE ALLOCATED TO SCHOLARSHIP FUNDS AT THE COLLEGES AND UNIVERSITIES. SCHOLARSHIP CRITERIA HAS BEEN SETUP AT EACH COLLEGE AND UNIVERSITY THAT HAS RECEIVED FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
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/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
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/ShareOfEOYAssetsAmt01281264
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt01898025
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt017 CARRIAGE LANE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HALLOWELL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0ME

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$912,815
Liabilities
$92,822
Net assets
$819,993
Revenue
$766,211
Expenses
$751,459
Net income
$14,752
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