Civic Intelligence

Maine Insurance Agents Association

EIN 01-0219810 • 501(c)6 • Hallowell, ME

View Organization Page

Profile

To represent, support, and promote independent insurance agents.

17 Carriage LaneHallowell, ME 04347

www.maineagents.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.04x

Higher debt load relative to assets than 30% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

29th percentile

0.04x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

56th percentile

6.3%

Higher net margin than 56% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

65th percentile

$184,855

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

54th percentile

6.7%

Faster asset growth than 54% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

5.1%

Faster revenue growth than 49% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,234,591

Up $77,348 (+6.7%) from 2024

Liabilities

Down

$45,183

Down $8,417 (-16%) from 2024

Net Assets

Up

$1,189,408

Up $85,765 (+7.8%) from 2024

Operations
Liabilities / Revenue29th percentileNet Margin56th percentile

Revenue

Up

$1,149,516

Up $55,848 (+5.1%) from 2024

Expenses

Up

$1,076,938

Up $115,041 (+12%) from 2024

Net Income

Down

$72,578

Down $59,193 (-45%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$1,234,591
Liabilities$45,183
Net Assets$1,189,408
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$1,149,516
Expenses$1,076,938
Net Income$72,578
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,234,591
Liabilities
$45,183
Net assets
$1,189,408
Revenue
$1,149,516
Expenses
$1,076,938
Net income
$72,578
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Feb 11, 2026
Return Version
2024v5.5
Gross Receipts
$1,187,508
Mission and Program Overview

Mission

To represent, support, and promote independent insurance agents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$679,606$734,964▲ $55,358
Investments Other Securities$219,142$219,142→ $0
Cash and Non-Interest-Bearing Accounts$150,526$165,095▲ $14,569
Accounts Receivable$51,810$75,314▲ $23,504
Prepaid Expenses and Deferred Charges$20,264$8,354▼ $11,910
Savings and Temporary Cash Investments$5,895$1,722▼ $4,173
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,157,243$1,234,591▲ $77,348
Other Assets Total$30,000$30,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$18,408$25,773▲ $7,365
Other Liabilities$20,000$10,000▼ $10,000
Deferred Revenue$15,192$9,410▼ $5,782
Total Liabilities$53,600$45,183▼ $8,417
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,103,643$1,189,408▲ $85,765
Total Net Assets Fund Balance$1,103,643$1,189,408▲ $85,765
Total Liabilities and Net Assets / Fund Balance$1,157,243$1,234,591▲ $77,348

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$27,788$27,788
Closely Held Equity Interests$219,142--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa VereggePresident/CEOFT$161,435$23,420$184,855

Board Members and Trustees

NameTitle
Peter ClavetteChairman
Laurie NoelChairwoman-elect
Ashley RosboroughImmediate Past Chairwoman
Stacey JohansenVice Chairwoman
Ashley PuringtonDirector
Harold ClarkDirector
Jim ChalmersDirector
John BilodeauDirector
Jonathan NagyDirector
Mark BaileyDirector
Patrick ChamberlinDirector
Thomas BearorDirector
Stacey ChenevertDirector (termed 12/2024)
Charles StokesDirector (termed 4/2025)
Wendy TapleyIiaba Director
Danielle MarquisPia Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$547,105
Investment Income
$204,445
Other Revenue
$397,966
Change in Net Assets
$72,578

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,143,145
Revenue Not Reported on Financial Statements
$6,371
Revenue Not Reported on Form 990
$13,187
Total Revenue per Audited Statements
$1,156,332
Total Revenue per Form 990
$1,149,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$574,569
Other Expenses$502,369
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$300,697
Current Officers, Directors, Trustees, and Key Employees---$184,855
Conferences and Meetings---$144,543
Advertising---$101,726
Other Employee Benefits---$53,150
Occupancy---$42,000
Payroll Taxes---$35,867
All Other Expenses---$31,053
Travel---$29,168
Fees for Services Accounting---$12,500
Other Expenses---$7,398
Fees for Service Investment Mgmnt Fees---$6,371
Office Expenses---$3,787
Insurance---$3,472
Total Functional Expenses$0$0$0$1,076,938

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,076,938
Expenses per Audited Statements$1,070,567
Total Expenses per Audited Statements$1,070,567
Expenses Not Reported on Financial Statements$6,371
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$105,419
Current Year Nondeductible Lobbying and Political Cost$97,889
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable$10,000
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
2026-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Veregge
Formed
1899
Legal Domicile
Me
Voting Board Members
14
Independent Board Members
14
Employees
6
Volunteers
14

Preparer

Firm
Wipfli Advisory LLC
Address
30 LONG CREEK DRIVE, SOUTH PORTLAND, ME 04106-2437
Preparer
Julia Howland CPA
Phone
2077745701
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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO REPRESENT, SUPPORT, AND PROMOTE INDEPENDENT INSURANCE AGENTS.
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IRS990/Form990PartVIISectionAGrp/PersonNm14MARK BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm15CHARLES STOKES
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR (TERMED 12/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8IIABA DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIRWOMAN-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt10IMMEDIATE PAST CHAIRWOMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11PIA DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE CHAIRWOMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (TERMED 4/2025)
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01899
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt016910
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt054902
IRS990/GrossReceiptsAmt01187508
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt03472
IRS990/InvestmentIncomeGrp/ExclusionAmt0187535
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0187535
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0219142
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0219142
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0679606
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0734964
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt027788
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt027788
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt037992
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt03547
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt010352
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt06805
IRS990/MissionDesc0TO REPRESENT, SUPPORT, AND PROMOTE INDEPENDENT INSURANCE AGENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01103643
IRS990/NetAssetsOrFundBalancesEOYAmt01189408
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016910
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016910
IRS990/NetUnrelatedBusTxblIncmAmt021011
IRS990/NetUnrlzdGainsLossesInvstAmt013187
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01103643
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01189408
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt042000
IRS990/OfficeExpensesGrp/TotalAmt03787
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt030000
IRS990/OtherAssetsTotalGrp/EOYAmt030000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt053150
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS AND DUES
IRS990/OtherExpensesGrp/Desc1LEGISLATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc2YOUNG AGENTS MEETINGS
IRS990/OtherExpensesGrp/Desc3BOARD APPROVED CONTINGE
IRS990/OtherExpensesGrp/TotalAmt069016
IRS990/OtherExpensesGrp/TotalAmt135250
IRS990/OtherExpensesGrp/TotalAmt216085
IRS990/OtherExpensesGrp/TotalAmt37398
IRS990/OtherLiabilitiesGrp/BOYAmt020000
IRS990/OtherLiabilitiesGrp/EOYAmt010000
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1524298
IRS990/OtherRevenueMiscGrp/BusinessCd2561000
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1INSURANCE COMMISSIONS
IRS990/OtherRevenueMiscGrp/Desc2TRUSTED CHOICE MATCH
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0297368
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt145000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0297368
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt145246
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt245000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt045246
IRS990/OtherRevenueTotalAmt0397966
IRS990/OtherSalariesAndWagesGrp/TotalAmt0300697
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt035867
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020264
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08354
IRS990/PrincipalOfficerNm0LISA VEREGGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0CONVENTIONS, MEETINGS
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATIONAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc3MISC. PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0302226
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1161000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt281879
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0302226
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1161000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt281879
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32000
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/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0187419
IRS990/PYOtherExpensesAmt0472472
IRS990/PYOtherRevenueAmt0369096
IRS990/PYProgramServiceRevenueAmt0537153
IRS990/PYRevenuesLessExpensesAmt0131771
IRS990/PYSalariesCompEmpBnftPaidAmt0489425
IRS990/PYTotalExpensesAmt0961897
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01093668
IRS990/ReconcilationRevenueExpnssAmt072578
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05895
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01722
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt096600
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/CarriedOverAmt08819
IRS990ScheduleC/DuesAssessmentsAmt0161000
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt07530
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt097889
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0105419
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0219142
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt027788
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027788
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06371
IRS990ScheduleD/ExpensesSubtotalAmt01070567
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06371
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06371
IRS990ScheduleD/NetUnrealizedGainsInvstAmt013187
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTE PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt013187
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06371
IRS990ScheduleD/RevenueSubtotalAmt01143145
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0219142
IRS990ScheduleD/TotalExpensesPerForm990Amt01076938
IRS990ScheduleD/TotalLiabilityAmt010000
IRS990ScheduleD/TotalRevenuePerForm990Amt01149516
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01156332
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01070567
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0161435
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt010049
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt013371
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA VEREGGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0184855
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
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

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