Civic Intelligence

Maine Insurance Agents Association

990 • Fiscal year 2021 • EIN 01-0219810

Sep 01, 2020 to Aug 31, 2021 • Filed on Dec 08, 2021

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

44th percentile

0.11x

Higher debt load relative to assets than 44% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.13x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

24th percentile

0.9%

Higher net margin than 24% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$149,634

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

47th percentile

10%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

15%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$1,007,775

Up $94,960 (+10%) from 2020

Net Assets

Up

$891,963

Up $71,970 (+8.8%) from 2020

Liabilities

Up

$115,812

Up $22,990 (+25%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin24th percentile

Revenue

Up

$880,974

Up $114,763 (+15%) from 2020

Expenses

Up

$872,810

Up $121,351 (+16%) from 2020

Net Income

Down

$8,164

Down $6,588 (-45%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2021

Assets$1,007,775
Liabilities$115,812
Net Assets$891,963
Open 2021 Filing

Operations Trend

Revenue Growth60th 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

2021

Revenue$880,974
Expenses$872,810
Net Income$8,164
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Dec 8, 2021
Return Version
2020v4.1
Gross Receipts
$902,039
Mission and Program Overview

Mission

To represent, support, and promote independent insurance agents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$467,368$539,719▲ $72,351
Investments Other Securities$219,142$219,142→ $0
Cash and Non-Interest-Bearing Accounts$139,031$162,975▲ $23,944
Accounts Receivable$37,408$49,013▲ $11,605
Prepaid Expenses and Deferred Charges$6,902$18,595▲ $11,693
Savings and Temporary Cash Investments$9,559$8,726▼ $833
Land, Buildings, and Equipment, Net$10,306$5,584▼ $4,722
Total Assets$912,815$1,007,775▲ $94,960
Other Assets Total$23,099$4,021▼ $19,078
Liabilities
Other Liabilities$1,177$40,000▲ $38,823
Accounts Payable and Accrued Expenses$40,874$38,171▼ $2,703
Deferred Revenue$50,771$37,641▼ $13,130
Total Liabilities$92,822$115,812▲ $22,990
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$819,993$891,963▲ $71,970
Total Net Assets Fund Balance$819,993$891,963▲ $71,970
Total Liabilities and Net Assets / Fund Balance$912,815$1,007,775▲ $94,960

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,584$22,204$27,788
Closely Held Equity Interests$219,142--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa VereggePresident/CEOFT$133,223$16,411$149,634

Board Members and Trustees

NameTitle
G Jeff Shaw CicChairman-elect
William Mitchell CicChairman-elect
Laurie J Billings AcsrImmediate Past Chairwoman
Ashley RosboroughDirector
Harold ClarkDirector
John BilodeauDirector
Laurie NoelDirector
Mark Bailey AaiDirector
Patrick Maguire CicDirector
Peter Clavette CicDirector
Ronald Guerin CicDirector
Sarah FisherDirector
Suzanne StrachanDirector
Danielle MarquisPia National Director
Ken WhiteIiaba State National Direc
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$417,405
Investment Income
$162,864
Other Revenue
$300,705
Change in Net Assets
$8,164

Audited Revenue Reconciliation

Revenue per Audited Statements
$875,896
Revenue Not Reported on Financial Statements
$5,078
Revenue Not Reported on Form 990
$63,806
Total Revenue per Audited Statements
$939,702
Total Revenue per Form 990
$880,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$416,981
Other Expenses$375,829
Grants and Similar Amounts Paid$80,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$196,483
Current Officers, Directors, Trustees, and Key Employees---$152,561
Advertising---$112,902
Grants to Domestic Orgs---$80,000
Conferences and Meetings---$66,628
Other Employee Benefits---$46,403
Occupancy---$42,000
Fees for Services Lobbying---$34,750
Payroll Taxes---$21,534
All Other Expenses---$11,446
Fees for Services Accounting---$9,550
Other Expenses---$6,939
Fees for Service Investment Mgmnt Fees---$5,078
Depreciation Depletion---$4,722
Insurance---$3,589
Travel---$2,014
Total Functional Expenses$0$0$0$872,810

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$872,810
Expenses per Audited Statements$867,732
Total Expenses per Audited Statements$867,732
Expenses Not Reported on Financial Statements$5,078
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Thomas CollegeWaterville, ME501(c)(3)Scholarship Fund$40,000
University of Southern Maine FoundationPortland, ME501(c)(3)Scholarship Fund$40,000
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$109,303
Current Year Nondeductible Lobbying and Political Cost$80,747
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable$40,000
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
2021-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Veregge
Formed
1899
Legal Domicile
Me
Voting Board Members
16
Independent Board Members
16
Employees
4
Volunteers
16

Preparer

Firm
Wipfli Llp
Address
1 MARKET SQUARE, AUGUSTA, ME 04330-4637
Preparer
Jeffrey Hubert CPA
Phone
2076224766
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change from prior year.”

Raw XML AppendixShowing 400 of 521 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/BOYAmt040874
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt038171
IRS990/AccountsReceivableGrp/BOYAmt037408
IRS990/AccountsReceivableGrp/EOYAmt049013
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO REPRESENT, SUPPORT, AND PROMOTE INDEPENDENT INSURANCE AGENTS.
IRS990/AdvertisingGrp/TotalAmt0112902
IRS990/AllOtherExpensesGrp/TotalAmt011446
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/BOYAmt0139031
IRS990/CashNonInterestBearingGrp/EOYAmt0162975
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0152561
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt066628
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt080000
IRS990/CYInvestmentIncomeAmt0162864
IRS990/CYOtherExpensesAmt0375829
IRS990/CYOtherRevenueAmt0300705
IRS990/CYProgramServiceRevenueAmt0417405
IRS990/CYRevenuesLessExpensesAmt08164
IRS990/CYSalariesCompEmpBnftPaidAmt0416981
IRS990/CYTotalExpensesAmt0872810
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0880974
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt050771
IRS990/DeferredRevenueGrp/EOYAmt037641
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt04722
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/TotalAmt09550
IRS990/FeesForServicesLobbyingGrp/TotalAmt034750
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05078
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/AverageHoursPerWeekRt640.00
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/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
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/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt616411
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0LAURIE J BILLINGS ACSR
IRS990/Form990PartVIISectionAGrp/PersonNm1G JEFF SHAW CIC
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIELLE MARQUIS
IRS990/Form990PartVIISectionAGrp/PersonNm3KEN WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm4SUZANNE STRACHAN
IRS990/Form990PartVIISectionAGrp/PersonNm5LAURIE NOEL
IRS990/Form990PartVIISectionAGrp/PersonNm6LISA VEREGGE
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK BAILEY AAI
IRS990/Form990PartVIISectionAGrp/PersonNm8PATRICK MAGUIRE CIC
IRS990/Form990PartVIISectionAGrp/PersonNm9PETER CLAVETTE CIC
IRS990/Form990PartVIISectionAGrp/PersonNm10RONALD GUERIN CIC
IRS990/Form990PartVIISectionAGrp/PersonNm11SARAH FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM MITCHELL CIC
IRS990/Form990PartVIISectionAGrp/PersonNm13ASHLEY ROSBOROUGH
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN BILODEAU
IRS990/Form990PartVIISectionAGrp/PersonNm15HAROLD CLARK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6133223
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST CHAIRWOMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PIA NATIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3IIABA STATE NATIONAL DIREC
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIRMAN-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01899
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-474
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToDomesticOrgsGrp/TotalAmt080000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt020591
IRS990/GrossReceiptsAmt0902039
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt03589
IRS990/InvestmentIncomeGrp/ExclusionAmt0163338
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0163338
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0219142
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0219142
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0467368
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0539719
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022204
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010306
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05584
IRS990/LandBldgEquipCostOrOtherBssAmt027788
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt021065
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0-571
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt07789
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt08360
IRS990/MissionDesc0TO REPRESENT, SUPPORT, AND PROMOTE INDEPENDENT INSURANCE AGENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0819993
IRS990/NetAssetsOrFundBalancesEOYAmt0891963
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-474
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-474
IRS990/NetUnrelatedBusTxblIncmAmt016328
IRS990/NetUnrlzdGainsLossesInvstAmt063806
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0819993
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0891963
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt042000
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt023099
IRS990/OtherAssetsTotalGrp/EOYAmt04021
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt046403
IRS990/OtherExpensesGrp/Desc0INCOME TAXES
IRS990/OtherExpensesGrp/Desc1NATIONAL DUES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3TELEPHONE & UTILITIES
IRS990/OtherExpensesGrp/TotalAmt04019
IRS990/OtherExpensesGrp/TotalAmt161862
IRS990/OtherExpensesGrp/TotalAmt210330
IRS990/OtherExpensesGrp/TotalAmt36939
IRS990/OtherLiabilitiesGrp/BOYAmt01177
IRS990/OtherLiabilitiesGrp/EOYAmt040000
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1561000
IRS990/OtherRevenueMiscGrp/BusinessCd2524298
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1TRUSTED CHOICE MATCH
IRS990/OtherRevenueMiscGrp/Desc2INSURANCE COMMISSIONS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0219737
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt138666
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0219737
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt138666
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt234513
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt034513
IRS990/OtherRevenueTotalAmt0300705
IRS990/OtherSalariesAndWagesGrp/TotalAmt0196483
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt021534
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06902
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018595
IRS990/PrincipalOfficerNm0LISA VEREGGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2561000
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0CONVENTIONS, MEETINGS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATIONAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3MISC. PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0158905
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1154821
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt290544
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt313135
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0158905
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1154821
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt290544
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt313135
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/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt032950
IRS990/PYInvestmentIncomeAmt0171095
IRS990/PYOtherExpensesAmt0328190
IRS990/PYOtherRevenueAmt0258669
IRS990/PYProgramServiceRevenueAmt0336447
IRS990/PYRevenuesLessExpensesAmt014752
IRS990/PYSalariesCompEmpBnftPaidAmt0390319
IRS990/PYTotalExpensesAmt0751459
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0766211
IRS990/ReconcilationRevenueExpnssAmt08164
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09559
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08726
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt080507
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/CarriedOverAmt028796
IRS990ScheduleC/DuesAssessmentsAmt0154821
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt028556
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt080747
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0109303
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0219142
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/EquipmentGrp/BookValueAmt05584
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022204
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027788
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05078
IRS990ScheduleD/ExpensesSubtotalAmt0867732
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05078
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05078
IRS990ScheduleD/NetUnrealizedGainsInvstAmt063806
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt040000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTE PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt063806
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05078
IRS990ScheduleD/RevenueSubtotalAmt0875896
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05584
IRS990ScheduleD/TotalBookValueSecuritiesAmt0219142
IRS990ScheduleD/TotalExpensesPerForm990Amt0872810
IRS990ScheduleD/TotalLiabilityAmt040000
IRS990ScheduleD/TotalRevenuePerForm990Amt0880974
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0939702
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0867732
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt040000
IRS990ScheduleI/RecipientTable/CashGrantAmt140000
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/ExplanationTxt4NO CHANGE FROM PRIOR YEAR.
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/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,007,775
Liabilities
$115,812
Net assets
$891,963
Revenue
$880,974
Expenses
$872,810
Net income
$8,164
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)6 • $1M-$5M nonprofits