Civic Intelligence

Independent Insurance Agents of Ct Inc

EIN 06-0605491 • 501(c)6 • Middletown, CT

View Organization Page

Profile

Serve independent insurance agents in education, government relations and other important areas.

PO Box 183Middletown, CT 06457

www.iiaba.net

Siviq Scores

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

Liabilities / Assets

90th percentile

0.53x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.24x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

42nd percentile

1.0%

Higher net margin than 42% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

22nd percentile

-8.1%

Faster asset growth than 22% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$318,575

Up $55,404 (+21%) from 2023

Liabilities

Up

$188,000

Up $46,823 (+33%) from 2023

Net Assets

Up

$130,575

Up $8,581 (+7.0%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin42nd percentile

Revenue

Down

$571,190

Down $7,024 (-1.2%) from 2023

Expenses

Up

$562,609

Up $83,741 (+17%) from 2023

Net Income

Down

$8,581

Down $90,765 (-91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.0M$500K$0Assets 2011: $833,148Liabilities 2011: $66,083Net Assets 2011: $767,0652011Assets 2012: $698,393Liabilities 2012: $28,091Net Assets 2012: $670,3022012Assets 2013: $658,826Liabilities 2013: $24,259Net Assets 2013: $634,5672013Assets 2014: $652,629Liabilities 2014: $49,750Net Assets 2014: $602,8792014Assets 2015: $580,541Liabilities 2015: $64,994Net Assets 2015: $515,5472015Assets 2016: $544,938Liabilities 2016: $90,713Net Assets 2016: $454,2252016Assets 2017: $554,934Liabilities 2017: $99,692Net Assets 2017: $455,2422017Assets 2018: $431,208Liabilities 2018: $10,821Net Assets 2018: $420,3872018Assets 2019: $336,519Liabilities 2019: $13,397Net Assets 2019: $323,1222019Assets 2020: $269,473Liabilities 2020: $63,800Net Assets 2020: $205,6732020Assets 2021: $227,172Liabilities 2021: $112,523Net Assets 2021: $114,6492021Assets 2022: $241,320Liabilities 2022: $133,159Net Assets 2022: $108,1612022Assets 2023: $263,171Liabilities 2023: $141,177Net Assets 2023: $121,9942023Assets 2024: $318,575Liabilities 2024: $188,000Net Assets 2024: $130,5752024

Highlighted filing

2024

Assets$318,575
Liabilities$188,000
Net Assets$130,575
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $547,054Expenses 2011: $592,730Net Income 2011: -$45,6762011Expenses 2012: $581,7422012Revenue 2013: $550,808Expenses 2013: $586,543Net Income 2013: -$35,7352013Revenue 2014: $548,588Expenses 2014: $580,276Net Income 2014: -$31,6882014Revenue 2015: $525,402Expenses 2015: $612,734Net Income 2015: -$87,3322015Revenue 2016: $574,534Expenses 2016: $635,856Net Income 2016: -$61,3222016Revenue 2017: $637,176Expenses 2017: $636,159Net Income 2017: $1,0172017Revenue 2018: $570,152Expenses 2018: $605,007Net Income 2018: -$34,8552018Revenue 2019: $471,460Expenses 2019: $568,725Net Income 2019: -$97,2652019Revenue 2020: $420,074Expenses 2020: $537,497Net Income 2020: -$117,4232020Revenue 2021: $417,903Expenses 2021: $508,823Net Income 2021: -$90,9202021Revenue 2022: $611,923Expenses 2022: $618,208Net Income 2022: -$6,2852022Revenue 2023: $578,214Expenses 2023: $478,868Net Income 2023: $99,3462023Revenue 2024: $571,190Expenses 2024: $562,609Net Income 2024: $8,5812024

Highlighted filing

2024

Revenue$571,190
Expenses$562,609
Net Income$8,581
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$318,575
Liabilities
$188,000
Net assets
$130,575
Revenue
$571,190
Expenses
$562,609
Net income
$8,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.19$1.88$1.31$5.71$5.63$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.63$1.41$1.22$5.78$4.79$0.99
2022Detailed filing. Detailed filing data is available for this year.$2.41$1.33$1.08$6.12$6.18$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$1.13$1.15$4.18$5.09$0.91
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.64$2.06$4.20$5.37$1.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.13$3.23$4.71$5.69$0.97
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.11$4.20$5.70$6.05$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$1.00$4.55$6.37$6.36$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.45$0.91$4.54$5.75$6.36$0.61
2015Detailed filing. Detailed filing data is available for this year.$5.81$0.65$5.16$5.25$6.13$0.87
2014Detailed filing. Detailed filing data is available for this year.$6.53$0.50$6.03$5.49$5.80$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.59$0.24$6.35$5.51$5.87$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.98$0.28$6.70$5.82
2011Summary only. Only limited summary data is available for this year.$8.33$0.66$7.67$5.47$5.93$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Apr 21, 2025
Return Version
2023v6.0
Gross Receipts
$571,190
Mission and Program Overview

Mission

Serve indpendent insurance agents in education, government relations and other important areas.

Serve independtent inurance agents in education, government relations and other important areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$148,582$168,230▲ $19,648
Accounts Receivable$96,294$131,266▲ $34,972
Prepaid Expenses and Deferred Charges$8,295$9,079▲ $784
Total Assets$263,171$318,575▲ $55,404
Other Assets Total$10,000$10,000→ $0
Liabilities
Deferred Revenue$88,381$162,723▲ $74,342
Accounts Payable and Accrued Expenses$43,213$18,890▼ $24,323
Other Liabilities$9,583$6,387▼ $3,196
Total Liabilities$141,177$188,000▲ $46,823
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$121,994$130,575▲ $8,581
Total Net Assets Fund Balance$121,994$130,575▲ $8,581
Total Liabilities and Net Assets / Fund Balance$263,171$318,575▲ $55,404
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Robert JonesChair of the Board
Melissa GattoImmediate Past Chair
Lisa LounsburyPresident
Danielle BrownVice Chair & Secretary/tre
Daniel McnamaraDirector
Jason GuerreraDirector
Jay LongDirector
Steve SadlakDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$502,785
Investment Income
$0
Other Revenue
$68,405
Change in Net Assets
$8,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$562,609
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$297,572
Conferences and Meetings---$93,876
Fees for Services Other---$49,676
Travel---$22,303
Insurance---$9,999
Fees for Services Accounting---$7,750
Information Technology---$5,887
Office Expenses---$3,123
Fees for Services Legal---$641
Other Expenses---$560
Total Functional Expenses$0$0$0$562,609
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$70,558
Political Expenditures$70,558
Total Nondeductible Lobbying and Political Cost$70,558
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliated Organizations$6,387
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Officers and directors of the independent insurance agents of connecticut ince are volunteer indepenedent insurance agents and members of the association who are appointed.”

Form 990, Part VI, Section A, Line 7A

“Officers and directors of the independent insurance agents of connecticut ince are volunteer indepenedent insurance agents and members of the association who are appointed.”

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

“The organization's governing body reviews the financial statements from which the 990 is prepared.”

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

“The policy is enforced by the board. On an annual basis, all board members are required to disclose any potential conflicts.”

Form 990, Part VI, Section B, Line 15

“Employment contracts are reviewed annually. Evaluations are performed and compensation determined by reference to other state organizations and data compiled by connecticut business and industry association.”

Form 990, Part VI, Section C, Line 19

“The organization currently follows ny policies. The board will be reviewing and adopting their own policy in the following year.”

Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents of Connecti
EIN
06-0605491
Phone
8605631950
Address
PO BOX 183, MIDDLETOWN, CT 06457

Signing Officer

Name
Lisa Lounsbury
Title
President
Phone
8605631950
Signed
2025-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Lounsbury
Formed
1951
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Dermody Burke & Brown Cpas LLC
Address
443 N FRANKLIN ST STE 100, SYRACUSE, NY 13204-1441
Preparer
Thomas Palmer
Phone
3154719171
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of directors approves the financial statements. The board will provide oversite of financial regulatory compliance and internal controls. There has been no change in the audit committee duties.”

Financial Statement Notes

PART X, LINE 2:

“Iiac has been determined to be exempt from federal income taxation under section 501 (c)(6) of the internal revenue code and has been classified as an organization that is not a private foundation under section 509(a). Management is unaware of any unrelated business activities that may be subject to unrelated business income tax or any activities that would jeopardize iiabny's exempt status.”

Raw XML Appendix373 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/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt043213
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt018890
IRS990/AccountsReceivableGrp/BOYAmt096294
IRS990/AccountsReceivableGrp/EOYAmt0131266
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SERVE INDEPENDTENT INURANCE AGENTS IN EDUCATION, GOVERNMENT RELATIONS AND OTHER IMPORTANT AREAS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LISA LOUNSBURY
IRS990/BooksInCareOfDetail/PhoneNum08605631950
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX183
IRS990/BooksInCareOfDetail/USAddress/CityNm0MIDDLETOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006457
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0148582
IRS990/CashNonInterestBearingGrp/EOYAmt0168230
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt093876
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0562609
IRS990/CYOtherRevenueAmt068405
IRS990/CYProgramServiceRevenueAmt0502785
IRS990/CYRevenuesLessExpensesAmt08581
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0562609
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0571190
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt088381
IRS990/DeferredRevenueGrp/EOYAmt0162723
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EDUCATION & EVENT - BIG I CT HOLDS CLASSES, WEBINARS AND EVENTS TO PROVIDE INFORMATION, CONTINUING EDUCATION AND TO CONNECT WITH THE INSURANCE COMMUNITY
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt07750
IRS990/FeesForServicesLegalGrp/TotalAmt0641
IRS990/FeesForServicesManagementGrp/TotalAmt0297572
IRS990/FeesForServicesOtherGrp/TotalAmt049676
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
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/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/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0LISA LOUNSBURY
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT JONES
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIELLE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm3MELISSA GATTO
IRS990/Form990PartVIISectionAGrp/PersonNm4JAY LONG
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVE SADLAK
IRS990/Form990PartVIISectionAGrp/PersonNm6JASON GUERRERA
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIEL MCNAMARA
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR & SECRETARY/TRE
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0571190
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt05887
IRS990/InsuranceGrp/TotalAmt09999
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SERVE INDPENDENT INSURANCE AGENTS IN EDUCATION, GOVERNMENT RELATIONS AND OTHER IMPORTANT AREAS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0121994
IRS990/NetAssetsOrFundBalancesEOYAmt0130575
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0121994
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0130575
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010000
IRS990/OtherAssetsTotalGrp/EOYAmt010000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SALES EXPENSE
IRS990/OtherExpensesGrp/Desc1SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2MAINTENANCE
IRS990/OtherExpensesGrp/TotalAmt066577
IRS990/OtherExpensesGrp/TotalAmt14645
IRS990/OtherExpensesGrp/TotalAmt2560
IRS990/OtherLiabilitiesGrp/BOYAmt09583
IRS990/OtherLiabilitiesGrp/EOYAmt06387
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd01
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08295
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09079
IRS990/PrincipalOfficerNm0LISA LOUNSBURY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1524298
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0286118
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1216667
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0286118
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1216667
IRS990/ProgSrvcAccomActy2Grp/Desc0MEMBERSHIP SERVICES - BIG I CT AND THE NATIONAL OFFICE (IIABA) HAVE A CO-EXTENSIVE MEMBERSHIP ARRANGEMENT WITH OUR MEMBERS. MEMBERS WHO JOIN BIG I CT AUTOMATICALLY ARE A MEMBER OF IIABA (NATIONAL) BIG I CT PAYS THEIR PORTION OF THE DUES AND IT IS RECORDED AS NATIONAL DUES EXPENSE.
IRS990/ProgSrvcAccomActy3Grp/Desc0LEGISLATIVE, REGULATORY AND ADVOCACY - BIG I INCURES EXPENSE FOR LEGISLATIVE, REGULATORY AND ADVOCACY ISSUES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0478868
IRS990/PYOtherRevenueAmt059859
IRS990/PYProgramServiceRevenueAmt0518355
IRS990/PYRevenuesLessExpensesAmt099346
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0478868
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0578214
IRS990/ReconcilationRevenueExpnssAmt08581
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt068405
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt068405
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt070563
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0212667
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt070558
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt070558
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/PoliticalExpendituresAmt070558
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-5
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06387
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATED ORGANIZATIONS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IIAC HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501 (C)(6) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). MANAGEMENT IS UNAWARE OF ANY UNRELATED BUSINESS ACTIVITIES THAT MAY BE SUBJECT TO UNRELATED BUSINESS INCOME TAX OR ANY ACTIVITIES THAT WOULD JEOPARDIZE IIABNY'S EXEMPT STATUS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt06387
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS AND DIRECTORS OF THE INDEPENDENT INSURANCE AGENTS OF CONNECTICUT INCE ARE VOLUNTEER INDEPENEDENT INSURANCE AGENTS AND MEMBERS OF THE ASSOCIATION WHO ARE APPOINTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS AND DIRECTORS OF THE INDEPENDENT INSURANCE AGENTS OF CONNECTICUT INCE ARE VOLUNTEER INDEPENEDENT INSURANCE AGENTS AND MEMBERS OF THE ASSOCIATION WHO ARE APPOINTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING BODY REVIEWS THE FINANCIAL STATEMENTS FROM WHICH THE 990 IS PREPARED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICY IS ENFORCED BY THE BOARD. ON AN ANNUAL BASIS, ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EMPLOYMENT CONTRACTS ARE REVIEWED ANNUALLY. EVALUATIONS ARE PERFORMED AND COMPENSATION DETERMINED BY REFERENCE TO OTHER STATE ORGANIZATIONS AND DATA COMPILED BY CONNECTICUT BUSINESS AND INDUSTRY ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION CURRENTLY FOLLOWS NY POLICIES. THE BOARD WILL BE REVIEWING AND ADOPTING THEIR OWN POLICY IN THE FOLLOWING YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS APPROVES THE FINANCIAL STATEMENTS. THE BOARD WILL PROVIDE OVERSITE OF FINANCIAL REGULATORY COMPLIANCE AND INTERNAL CONTROLS. THERE HAS BEEN NO CHANGE IN THE AUDIT COMMITTEE DUTIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0INDEPENDENT INSURANCE AGENTS OF CONNECTCUT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0061212305
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0THE ENTITY HAS ASSUMED UNRELATED BUSINESS INCOME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0INDEPENDENT AGENTS SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 183
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MIDDLETOWN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd006457
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd01
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt065093
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0IAS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0A
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0263171
IRS990/TotalAssetsEOYAmt0318575
IRS990/TotalAssetsGrp/BOYAmt0263171
IRS990/TotalAssetsGrp/EOYAmt0318575
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0562609
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0141177
IRS990/TotalLiabilitiesEOYAmt0188000
IRS990/TotalLiabilitiesGrp/BOYAmt0141177
IRS990/TotalLiabilitiesGrp/EOYAmt0188000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0121994
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0130575
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0502785
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt068405
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0502785
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0571190
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0263171
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0318575
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd01
IRS990/TravelGrp/TotalAmt022303
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 183
IRS990/USAddress/CityNm0MIDDLETOWN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006457
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA LOUNSBURY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08605631950
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT INSURANCE AGENTS OF CONNECTI
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0060605491
ReturnHeader/Filer/PhoneNum08605631950
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 183
ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006457
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010723685
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DERMODY BURKE & BROWN CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0443 N FRANKLIN ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SYRACUSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0132041441
ReturnHeader/PreparerPersonGrp/PhoneNum03154719171
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS PALMER
ReturnHeader/ReturnTs02025-04-28T12:33:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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