Civic Intelligence

Independent Insurance Agents of Rhode Island

EIN 05-6010265 • 501(c)6 • Warwick, RI

Profile

To enhance the competitive position and to satisfy the business, professional,and educational needs of the independent insurance agency members. Significant activities include educational programs and services to members that promote professional competence and keep member agencies and their associates abreast of continual changes and trends within the insurance industry.

2400 Post RoadWarwick, RI 02886

www.iiari.com

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.05x

Higher debt load relative to assets than 33% of similar nonprofits.

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

Liabilities / Revenue

50th percentile

0.17x

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

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

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

78th percentile

$237,132

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 27.4% of source-year revenue.

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

Asset Growth

59th percentile

8.1%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

84th percentile

26%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$2,901,337

Up $218,267 (+8.1%) from 2024

Liabilities

Up

$142,626

Up $4,320 (+3.1%) from 2024

Net Assets

Up

$2,758,711

Up $213,947 (+8.4%) from 2024

Operations
Liabilities / Revenue50th percentileNet Margin71st percentile

Revenue

Up

$864,094

Up $179,894 (+26%) from 2024

Expenses

Up

$761,354

Up $107,900 (+17%) from 2024

Net Income

Up

$102,740

Up $71,994 (+234%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,532,102Liabilities 2011: $194,302Net Assets 2011: $1,337,8002011Assets 2012: $1,427,765Liabilities 2012: $93,300Net Assets 2012: $1,334,4652012Assets 2013: $1,545,313Liabilities 2013: $151,329Net Assets 2013: $1,393,9842013Assets 2014: $1,720,034Liabilities 2014: $155,706Net Assets 2014: $1,564,3282014Assets 2015: $1,675,927Liabilities 2015: $214,369Net Assets 2015: $1,461,5582015Assets 2016: $1,691,904Liabilities 2016: $155,830Net Assets 2016: $1,536,0742016Assets 2017: $1,896,237Liabilities 2017: $211,603Net Assets 2017: $1,684,6342017Assets 2018: $2,026,603Liabilities 2018: $248,384Net Assets 2018: $1,778,2192018Assets 2019: $1,975,908Liabilities 2019: $173,946Net Assets 2019: $1,801,9622019Assets 2020: $2,068,031Liabilities 2020: $135,666Net Assets 2020: $1,932,3652020Assets 2021: $2,536,640Liabilities 2021: $154,342Net Assets 2021: $2,382,2982021Assets 2022: $2,326,511Liabilities 2022: $163,982Net Assets 2022: $2,162,5292022Assets 2023: $2,396,366Liabilities 2023: $145,900Net Assets 2023: $2,250,4662023Assets 2024: $2,683,070Liabilities 2024: $138,306Net Assets 2024: $2,544,7642024Assets 2025: $2,901,337Liabilities 2025: $142,626Net Assets 2025: $2,758,7112025

Highlighted filing

2025

Assets$2,901,337
Liabilities$142,626
Net Assets$2,758,711
Open 2025 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $809,484Expenses 2011: $809,694Net Income 2011: -$2102011Revenue 2012: $732,240Expenses 2012: $745,990Net Income 2012: -$13,7502012Revenue 2013: $748,848Expenses 2013: $688,570Net Income 2013: $60,2782013Revenue 2014: $888,159Expenses 2014: $787,163Net Income 2014: $100,9962014Revenue 2015: $816,325Expenses 2015: $804,015Net Income 2015: $12,3102015Revenue 2016: $857,411Expenses 2016: $850,316Net Income 2016: $7,0952016Revenue 2017: $814,792Expenses 2017: $756,898Net Income 2017: $57,8942017Revenue 2018: $824,945Expenses 2018: $768,025Net Income 2018: $56,9202018Revenue 2019: $847,374Expenses 2019: $776,540Net Income 2019: $70,8342019Revenue 2020: $616,397Expenses 2020: $604,221Net Income 2020: $12,1762020Revenue 2021: $839,106Expenses 2021: $572,095Net Income 2021: $267,0112021Revenue 2022: $759,864Expenses 2022: $702,359Net Income 2022: $57,5052022Revenue 2023: $708,523Expenses 2023: $698,971Net Income 2023: $9,5522023Revenue 2024: $684,200Expenses 2024: $653,454Net Income 2024: $30,7462024Revenue 2025: $864,094Expenses 2025: $761,354Net Income 2025: $102,7402025

Highlighted filing

2025

Revenue$864,094
Expenses$761,354
Net Income$102,740
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$2,901,337
Liabilities
$142,626
Net assets
$2,758,711
Revenue
$864,094
Expenses
$761,354
Net income
$102,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.90$0.14$2.76$0.86$0.76$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.68$0.14$2.54$0.68$0.65$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.40$0.15$2.25$0.71$0.70$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.16$2.16$0.76$0.70$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.15$2.38$0.84$0.57$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.14$1.93$0.62$0.60$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.17$1.80$0.85$0.78$0.07
2018Summary only. Only limited summary data is available for this year.$2.03$0.25$1.78$0.82$0.77$0.06
2017Summary only. Only limited summary data is available for this year.$1.90$0.21$1.68$0.81$0.76$0.06
2016Summary only. Only limited summary data is available for this year.$1.69$0.16$1.54$0.86$0.85$0.01
2015Summary only. Only limited summary data is available for this year.$1.68$0.21$1.46$0.82$0.80$0.01
2014Summary only. Only limited summary data is available for this year.$1.72$0.16$1.56$0.89$0.79$0.10
2013Summary only. Only limited summary data is available for this year.$1.55$0.15$1.39$0.75$0.69$0.06
2012Summary only. Only limited summary data is available for this year.$1.43$0.09$1.33$0.73$0.75$0.01
2011Summary only. Only limited summary data is available for this year.$1.53$0.19$1.34$0.81$0.81$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 14, 2025
Return Version
2024v5.0
Gross Receipts
$1,801,521
Mission and Program Overview

Mission

To enhance the competitive position and to satisfy the business, professional,and educational needs of the independent insurance agency members. Significant activities include educational programs and services to members that promote professional competence and keep member agencies and their associates abreast of continual changes and trends within the insurance industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,544,764$2,758,711▲ $213,947
Investments in Publicly Traded Securities$2,467,256$2,645,722▲ $178,466
Cash and Non-Interest-Bearing Accounts$57,315$68,712▲ $11,397
Accounts Receivable$76,416$67,235▼ $9,181
Savings and Temporary Cash Investments$30,833$57,930▲ $27,097
Investments Other Securities$50,000$50,000→ $0
Prepaid Expenses and Deferred Charges$1,250$9,591▲ $8,341
Total Assets$2,683,070$2,901,337▲ $218,267
Other Assets Total-$2,147-
Liabilities
Accounts Payable and Accrued Expenses$44,743$73,439▲ $28,696
Deferred Revenue$91,083$66,707▼ $24,376
Other Liabilities$2,480$2,480→ $0
Total Liabilities$138,306$142,626▲ $4,320
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,544,764$2,758,711▲ $213,947
Total Liabilities and Net Assets / Fund Balance$2,683,070$2,901,337▲ $218,267
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleOtherTotal
Mark a MaleExec VP/trea$237,132$237,132

Board Members and Trustees

NameTitle
Joseph PaivaPresident
Sean P DalyPresident El
Christopher CaluoriDirector
Christopher SlocumDirector
George TagerDirector
John EdgeDirector
Sean DonagheyDirector
Doug MayhewNational Director
Mark a MaleExec VP/treasurer
Thomas J DisantoPast Preside
Margaret LongoluccoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$221,109
Program Service Revenue
$561,698
Investment Income
$81,287
Other Revenue
$0
All Other Contributions
$161,109
Change in Net Assets
$102,740

Audited Revenue Reconciliation

Revenue per Audited Statements
$864,094
Total Revenue per Audited Statements
$864,094
Total Revenue per Form 990
$864,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$752,483
Grants and Similar Amounts Paid$8,871
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising---$263,708
Conferences and Meetings---$193,583
Fees for Services Management---$120,000
Payments to Affiliates---$46,001
Fees for Services Lobbying---$30,000
Travel---$21,712
Fees for Service Investment Mgmnt Fees---$16,230
Fees for Services Accounting---$14,645
Office Expenses---$9,493
Grants to Domestic Orgs---$8,871
Insurance---$3,427
Other Expenses---$1,226
Fees for Services Legal---$378
All Other Expenses---$124
Total Functional Expenses$0$0$0$761,354

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$761,354
Total Expenses per Audited Statements$761,354
Total Expenses per Form 990$761,354
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
Current Year Nondeductible Lobbying and Political Cost$30,000
Total Nondeductible Lobbying and Political Cost$30,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$2,480
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization has members. Members have the right to vote in the annual election of the organization's board of directors.”

Form 990, Page 6, Part VI, Line 7A

“The members of the organization are entitled to vote in the annual election of the organization's board of directors.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is presented and reviewed at a board of directors meeting each year.”

Form 990, Page 6, Part VI, Line 12C

“Each meeting opens with a reminder of the necessity to comply with the organization's conflict of interest policy and time is allotted to discuss potential conflicts.”

Form 990, Page 6, Part VI, Line 15A

“The organization has no employees. The executive vice president of this organization is paid a salary by a related company. The independent boards of directors of both entities annually approve the management fees to be paid by this organization to the related company that pays the salary of the executive vice president.”

Form 990, Page 6, Part VI, Line 19

“The organization provides copies of its governing documents, conflict of interest policy, and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents of
EIN
05-6010265
Phone
4017322400
Address
2400 POST ROAD, WARWICK, RI 02886

Signing Officer

Name
Mark a Male
Title
Exec VP/treasurer
Phone
4017322400
Signed
2025-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark a Male
Formed
1948
Legal Domicile
Ri
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Weinberg & Co Llp
Address
300 CENTERVILLE ROAD SUITE 350W, WARWICK, RI 02886-0217
Preparer
Kimberly Wyman CPA
Phone
4017376300
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To enhance the competitive position and to satisfy the business, professional,and educational needs of the independent insurance agency members. Significant activities include educational programs and services to members that promote professional competence and keep member agencies and their associates abreast of continual changes and trends within the insurance industry.”

Form 990, Page 2, Part III, Line 4D

“See responses given to question 4a 4b and 4c on page 2 part iii”

Raw XML AppendixShowing 400 of 421 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.

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IRS990/ProgramServiceRevenueGrp/Desc2IIABA REVENUE SHARING
IRS990/ProgramServiceRevenueGrp/Desc3ED- SEMINARS & MINICOURSES
IRS990/ProgramServiceRevenueGrp/Desc4MEMBERSHIP SERVICES
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION GENERALLY HOLDS AN ANNUAL CONVENTION AS WELL AS APPROXIMATELY 5 MEETINGS AND NETWORKING EVENTS WITH APPROXIMATELY 500 ATTENDEES THROUGHOUT THE YEAR. APPROXIMATELY 250 INDIVIDUALS PARTICIPATED IN VARIOUS EVENTS.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION CONDUCTED APPROXIMATELY 63 EDUCATIONAL PROGRAMS AND SEMINARS FOR THE PURPOSE OF ATTAINING AND MAINTAINING DESIGNATIONS AND CERTIFICATIONS IN THE INSURANCE INDUSTRY. APPROXIMATE ATTENDANCE WAS 818.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SEE RESPONSES GIVEN TO QUESTION 4A 4B AND 4C ON PAGE 2 PART III
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION PAID BY RHODE ISLAND ASSOCIATION OF INSURANCE AGENTS, INC. FOR MANAGEMENT SERVICES PROVIDED TO THE FILING ORGANIZATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART III
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO ENHANCE THE COMPETITIVE POSITION AND TO SATISFY THE BUSINESS, PROFESSIONAL,AND EDUCATIONAL NEEDS OF THE INDEPENDENT INSURANCE AGENCY MEMBERS. SIGNIFICANT ACTIVITIES INCLUDE EDUCATIONAL PROGRAMS AND SERVICES TO MEMBERS THAT PROMOTE PROFESSIONAL COMPETENCE AND KEEP MEMBER AGENCIES AND THEIR ASSOCIATES ABREAST OF CONTINUAL CHANGES AND TRENDS WITHIN THE INSURANCE INDUSTRY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE RESPONSES GIVEN TO QUESTION 4A 4B AND 4C ON PAGE 2 PART III
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS MEMBERS. MEMBERS HAVE THE RIGHT TO VOTE IN THE ANNUAL ELECTION OF THE ORGANIZATION'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS OF THE ORGANIZATION ARE ENTITLED TO VOTE IN THE ANNUAL ELECTION OF THE ORGANIZATION'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS PRESENTED AND REVIEWED AT A BOARD OF DIRECTORS MEETING EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH MEETING OPENS WITH A REMINDER OF THE NECESSITY TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND TIME IS ALLOTTED TO DISCUSS POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS NO EMPLOYEES. THE EXECUTIVE VICE PRESIDENT OF THIS ORGANIZATION IS PAID A SALARY BY A RELATED COMPANY. THE INDEPENDENT BOARDS OF DIRECTORS OF BOTH ENTITIES ANNUALLY APPROVE THE MANAGEMENT FEES TO BE PAID BY THIS ORGANIZATION TO THE RELATED COMPANY THAT PAYS THE SALARY OF THE EXECUTIVE VICE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WARWICK
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARK A MALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC VP/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04017322400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT INSURANCE AGENTS OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RHODE ISLAND
ReturnHeader/Filer/BusinessNameControlTxt0INDE

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