Civic Intelligence

Professional Insurance Agents of Nys

EIN 15-0525570 • 501(c)6 • Glenmont, NY

Profile

To promote the independent insurance agency system in nys through its educational and promotional efforts throughout the state of new york.

PO Box 997Glenmont, NY 12077-0997

pia.org

Siviq Scores

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

Liabilities / Assets

17th percentile

0.05x

Higher debt load relative to assets than 17% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.27x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Net Margin

22nd percentile

-4.4%

Higher net margin than 22% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

501(c)6 • $10M-$25M nonprofits • Source year 2024

Asset Growth

48th percentile

5.3%

Faster asset growth than 48% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

7.2%

Faster revenue growth than 55% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$10,914,489

Up $547,093 (+5.3%) from 2023

Liabilities

Down

$512,338

Down $19,261 (-3.6%) from 2023

Net Assets

Up

$10,402,151

Up $566,354 (+5.8%) from 2023

Operations
Liabilities / Revenue37th percentileNet Margin22nd percentile

Revenue

Up

$1,898,132

Up $127,392 (+7.2%) from 2023

Expenses

Up

$1,981,217

Up $127,445 (+6.9%) from 2023

Net Income

Down

-$83,085

Down $53 (-0.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$15M$10M$5.0M$0Assets 2010: $6,506,703Liabilities 2010: $674,599Net Assets 2010: $5,832,1042010Assets 2011: $6,383,404Liabilities 2011: $646,707Net Assets 2011: $5,736,6972011Assets 2012: $6,948,900Liabilities 2012: $614,199Net Assets 2012: $6,334,7012012Assets 2013: $7,547,939Liabilities 2013: $674,697Net Assets 2013: $6,873,2422013Assets 2014: $7,876,616Liabilities 2014: $697,537Net Assets 2014: $7,179,0792014Assets 2015: $7,888,284Liabilities 2015: $710,942Net Assets 2015: $7,177,3422015Assets 2016: $8,110,615Liabilities 2016: $671,357Net Assets 2016: $7,439,2582016Assets 2017: $8,742,946Liabilities 2017: $623,828Net Assets 2017: $8,119,1182017Assets 2018: $8,398,027Liabilities 2018: $628,048Net Assets 2018: $7,769,9792018Assets 2019: $9,269,660Liabilities 2019: $615,639Net Assets 2019: $8,654,0212019Assets 2020: $10,535,148Liabilities 2020: $529,494Net Assets 2020: $10,005,6542020Assets 2021: $11,011,022Liabilities 2021: $499,531Net Assets 2021: $10,511,4912021Assets 2022: $9,604,460Liabilities 2022: $483,540Net Assets 2022: $9,120,9202022Assets 2023: $10,367,396Liabilities 2023: $531,599Net Assets 2023: $9,835,7972023Assets 2024: $10,914,489Liabilities 2024: $512,338Net Assets 2024: $10,402,1512024

Highlighted filing

2024

Assets$10,914,489
Liabilities$512,338
Net Assets$10,402,151
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,141,7702010Expenses 2011: $2,109,2252011Expenses 2012: $2,056,3912012Revenue 2013: $2,176,263Expenses 2013: $2,050,131Net Income 2013: $126,1322013Revenue 2014: $2,170,622Expenses 2014: $2,036,865Net Income 2014: $133,7572014Revenue 2015: $2,135,388Expenses 2015: $2,054,385Net Income 2015: $81,0032015Revenue 2016: $2,294,689Expenses 2016: $2,117,143Net Income 2016: $177,5462016Revenue 2017: $2,231,147Expenses 2017: $2,110,781Net Income 2017: $120,3662017Revenue 2018: $2,073,783Expenses 2018: $2,109,477Net Income 2018: -$35,6942018Revenue 2019: $2,169,957Expenses 2019: $2,073,168Net Income 2019: $96,7892019Revenue 2020: $1,963,647Expenses 2020: $1,641,487Net Income 2020: $322,1602020Revenue 2021: $1,528,835Expenses 2021: $1,629,883Net Income 2021: -$101,0482021Revenue 2022: $1,641,025Expenses 2022: $1,789,623Net Income 2022: -$148,5982022Revenue 2023: $1,770,740Expenses 2023: $1,853,772Net Income 2023: -$83,0322023Revenue 2024: $1,898,132Expenses 2024: $1,981,217Net Income 2024: -$83,0852024

Highlighted filing

2024

Revenue$1,898,132
Expenses$1,981,217
Net Income-$83,085
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$10,914,489
Liabilities
$512,338
Net assets
$10,402,151
Revenue
$1,898,132
Expenses
$1,981,217
Net income
-$83,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.51$10.4$1.90$1.98$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.53$9.84$1.77$1.85$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.60$0.48$9.12$1.64$1.79$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.50$10.5$1.53$1.63$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.53$10.0$1.96$1.64$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.27$0.62$8.65$2.17$2.07$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.40$0.63$7.77$2.07$2.11$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.74$0.62$8.12$2.23$2.11$0.12
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.11$0.67$7.44$2.29$2.12$0.18
2015Detailed filing. Detailed filing data is available for this year.$7.89$0.71$7.18$2.14$2.05$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.88$0.70$7.18$2.17$2.04$0.13
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.67$6.87$2.18$2.05$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.95$0.61$6.33$2.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.38$0.65$5.74$2.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.51$0.67$5.83$2.14
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 25, 2019
Return Version
2018v3.1
Gross Receipts
$2,147,457
Mission and Program Overview

Mission

To promote the independent insurance agency system in nys through its educational and promotional efforts throughout the state of new york.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,423,031$8,175,671▼ $247,360
Prepaid Expenses and Deferred Charges$111,704$112,488▲ $784
Savings and Temporary Cash Investments$181,854$88,113▼ $93,741
Accounts Receivable$26,357$21,755▼ $4,602
Total Assets$8,742,946$8,398,027▼ $344,919
Liabilities
Deferred Revenue$611,975$574,299▼ $37,676
Other Liabilities$4,133$38,248▲ $34,115
Accounts Payable and Accrued Expenses$7,720$15,501▲ $7,781
Total Liabilities$623,828$628,048▲ $4,220
Net Assets / Fund Balance
Unrestricted Net Assets$8,119,118$7,769,979▼ $349,139
Total Net Assets Fund Balance$8,119,118$7,769,979▼ $349,139
Total Liabilities and Net Assets / Fund Balance$8,742,946$8,398,027▼ $344,919

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,106,519--
Compensation and Service Providers
Top Officer Pay8th percentile

Board Members and Trustees

NameTitle
Alan PlafkerActive Past President
Anthony a Kubera CicActive Past President
David IsenbergActive Past President
Erik Nicolaysen Iii CpcuActive Past President
Gene Sandy CicActive Past President
J Carlos Shawn VianaActive Past President
Jeffrey H GreenfieldActive Past President
John C Parsons Ii Cic Cpia AaiActive Past President
Lynne R Frank CpcuActive Past President
Martin KolesActive Past President
Michael J Skeele Cic CpiaActive Past President
N Stephen Ruchman CpiaActive Past President
Fred Holender Clu Cpcu Chfc MsfsImmediate Past President
Jamie Ferris Cic Aai CpiaPresident
John Tomassi CpcuPresident-elect
Anthony KammasFirst Vice President
David L Sidle Ii Cic CpiaVice President
Tim Dean Cic CrmVice President
Bruce D RowledgeDirector
Eric T ClaussDirector
Frances a ScottDirector
Gary Slavin Cltc CicDirector
Jason E Bartow Aai CpiaDirector
Jeff LeibowitzDirector
Jon Lipton CicDirector
Jorge HernandezDirector
Justin Fries Cic Cpcu CpiaDirector
Leslie C RogoffDirector
Michael Plafker Cic CpiaDirector
Paul G Casciaro Cic Csrm CpiaDirector
Raymond J Gillis Sr Fic FicfDirector
Richard Andrews LutcfDirector
Richard SignorelliDirector
Robert ShapiroDirector
Richard a Savino Cic CpiaNational Director
Gino a Orrino CpiaSecretary
Michael a Loguercio JrTreasurer
Dina Bruno CpiaYip Liaison
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,942,507
Investment Income
$131,276
Other Revenue
$0
Change in Net Assets
$-35,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,109,477
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
All Other Expenses---$407,247
Conferences and Meetings---$168,173
Other Expenses---$95,348
Fees for Services Accounting---$30,172
Travel---$8,317
Insurance---$3,196
Total Functional Expenses$0$0$0$2,109,477
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$246,524
Current Year Nondeductible Lobbying and Political Cost$224,143
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Elite Education Program Prepaid$34,185
Scholarship Fund$4,063
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Alan and michael plafker are father and son”

Form 990, Part VI, Section A, Line 3

“Management duties have been delegated to pia management services, inc., a related party, as dislosed in schedule r.”

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

“Form 990 will be electronically mailed to board members prior to filing.”

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

“Directors sign and approve annually.”

Form 990, Part VI, Section C, Line 18

“Upon request form 1023 and form 990 are available for public inspection.”

Form 990, Part VI, Section C, Line 19

“Financial statements and form 990 are available to persons upon request.”

Filing and Contact Details

Filer

Filer Name
Professional Insurance Agents of Nys
EIN
15-0525570
Phone
5184343111
Address
PO BOX 997, GLENMONT, NY 12077-0997

Signing Officer

Name
Kathleen Mcnessor
Title
CFO
Phone
5184343111
Signed
2019-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Lalonde
Formed
1945
Legal Domicile
Ny
Voting Board Members
38
Independent Board Members
38
Employees
0
Volunteers
0

Preparer

Firm
Marvin and Company Pc
Address
11 BRITISH AMERICAN BLVD, LATHAM, NY 12110-1405
Preparer
Carol a Hausamann CPA
Phone
5187850134
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Metro regional action program expense 87,470. Cisr 75,334. Director's expense 47,914. Credit card fees 34,878. Long island regional action programs expense 33,648. Hudson valley regional action program 20,227. Pia magazine subscriptions 13,757. Membership retention 13,624. Printing and supplies 13,531. Public relations 13,157. Presidents expense 10,588. Membership recruitment 8,630. Elite education program discount 7,000. Telephone 6,876. Subscriptions 5,422. President's advisory council 5,245. Contribution 5,000. National director's expense 2,966. Postage 1,980.”

FORM 990, PART XI, LINE 9:

“Equity in earnings of unconsolidated subsidiary -12,119.”

FROM 99, PART XII, LINE 2C:

“This process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The association is a not-for-profit organization exempt from federal income tax under section 501(c)(6) of the internal revenue code. Under accounting standards codification (asc) section 740, the tax status of tax-exempt entities is an uncertain tax position, since events could potentially occur that jeopardize their tax-exempt status. Management of the association is not aware of any events that could jeopardize their tax-exempt status. Therfore, no liability or provision for income tax has been reflected in the financial statements. The association is subject to routine audits by taxing jurisdictions.”

Raw XML AppendixShowing 400 of 609 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/BOYAmt07720
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015501
IRS990/AccountsReceivableGrp/BOYAmt026357
IRS990/AccountsReceivableGrp/EOYAmt021755
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE THE INDEPENDENT INSURANCE AGENCY SYSTEM IN NYS THROUGH ITS EDUCATIONAL AND PROMOTIONAL EFFORTS THROUGHOUT THE STATE OF NEW YORK.
IRS990/AllOtherExpensesGrp/TotalAmt0407247
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KATHLEEN MCNESSOR
IRS990/BooksInCareOfDetail/PhoneNum05184343111
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 997
IRS990/BooksInCareOfDetail/USAddress/CityNm0GLENMONT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012077
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0168173
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0131276
IRS990/CYOtherExpensesAmt02109477
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01942507
IRS990/CYRevenuesLessExpensesAmt0-35694
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02109477
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02073783
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0611975
IRS990/DeferredRevenueGrp/EOYAmt0574299
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROMOTING THE INDEPENDENT INSURANCE AGENCY SYSTEM THROUGH EDUCATIONAL AND PROMOTIONAL PROGRAMS THROUGHOUT THE STATE OF NEW YORK.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt030172
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt261.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt271.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt281.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt291.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt301.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt311.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt321.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt331.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt341.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt351.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt361.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt371.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd30X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt340
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt350
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt360
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt370
IRS990/Form990PartVIISectionAGrp/PersonNm0FRED HOLENDER CLU CPCU CHFC MSFS
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD A SAVINO CIC CPIA
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD ANDREWS LUTCF
IRS990/Form990PartVIISectionAGrp/PersonNm3JASON E BARTOW AAI CPIA
IRS990/Form990PartVIISectionAGrp/PersonNm4PAUL G CASCIARO CIC CSRM CPIA
IRS990/Form990PartVIISectionAGrp/PersonNm5ERIC T CLAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm6JUSTIN FRIES CIC CPCU CPIA
IRS990/Form990PartVIISectionAGrp/PersonNm7RAYMOND J GILLIS SR FIC FICF
IRS990/Form990PartVIISectionAGrp/PersonNm8JORGE HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9JEFF LEIBOWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm10JON LIPTON CIC
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL PLAFKER CIC CPIA
IRS990/Form990PartVIISectionAGrp/PersonNm12LESLIE C ROGOFF
IRS990/Form990PartVIISectionAGrp/PersonNm13BRUCE D ROWLEDGE
IRS990/Form990PartVIISectionAGrp/PersonNm14FRANCES A SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm15ROBERT SHAPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm16RICHARD SIGNORELLI
IRS990/Form990PartVIISectionAGrp/PersonNm17GARY SLAVIN CLTC CIC
IRS990/Form990PartVIISectionAGrp/PersonNm18LYNNE R FRANK CPCU
IRS990/Form990PartVIISectionAGrp/PersonNm19JEFFREY H GREENFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm20DAVID ISENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm21MARTIN KOLES
IRS990/Form990PartVIISectionAGrp/PersonNm22ANTHONY A KUBERA CIC
IRS990/Form990PartVIISectionAGrp/PersonNm23ERIK NICOLAYSEN III CPCU
IRS990/Form990PartVIISectionAGrp/PersonNm24JOHN C PARSONS II CIC CPIA AAI
IRS990/Form990PartVIISectionAGrp/PersonNm25ALAN PLAFKER
IRS990/Form990PartVIISectionAGrp/PersonNm26N STEPHEN RUCHMAN CPIA
IRS990/Form990PartVIISectionAGrp/PersonNm27GENE SANDY CIC
IRS990/Form990PartVIISectionAGrp/PersonNm28MICHAEL J SKEELE CIC CPIA
IRS990/Form990PartVIISectionAGrp/PersonNm29J CARLOS SHAWN VIANA
IRS990/Form990PartVIISectionAGrp/PersonNm30DINA BRUNO CPIA
IRS990/Form990PartVIISectionAGrp/PersonNm31JAMIE FERRIS CIC AAI CPIA
IRS990/Form990PartVIISectionAGrp/PersonNm32JOHN TOMASSI CPCU
IRS990/Form990PartVIISectionAGrp/PersonNm33ANTHONY KAMMAS
IRS990/Form990PartVIISectionAGrp/PersonNm34TIM DEAN CIC CRM
IRS990/Form990PartVIISectionAGrp/PersonNm35DAVID L SIDLE II CIC CPIA
IRS990/Form990PartVIISectionAGrp/PersonNm36MICHAEL A LOGUERCIO JR
IRS990/Form990PartVIISectionAGrp/PersonNm37GINO A ORRINO CPIA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt370
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt370
IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1NATIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18ACTIVE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19ACTIVE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20ACTIVE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21ACTIVE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ACTIVE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23ACTIVE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt24ACTIVE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt25ACTIVE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt26ACTIVE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt27ACTIVE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt28ACTIVE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt29ACTIVE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt30YIP LIAISON
IRS990/Form990PartVIISectionAGrp/TitleTxt31PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt32PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt33FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt34VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt35VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt36TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt37SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-322
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt038
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt073352
IRS990/GrossReceiptsAmt02147457
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt038
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt03196
IRS990/InvestmentIncomeGrp/ExclusionAmt0131598
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0131598
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08423031
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08175671
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt073674
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THE INDEPENDENT INSURANCE AGENCY SYSTEM IN NYS THROUGH ITS EDUCATIONAL AND PROMOTIONAL EFFORTS THROUGHOUT THE STATE OF NEW YORK.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08119118
IRS990/NetAssetsOrFundBalancesEOYAmt07769979
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-322
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-322
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-301326
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-12119
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL SERVICES
IRS990/OtherExpensesGrp/Desc1CERTIFIED INSURANCE COU
IRS990/OtherExpensesGrp/Desc2NATIONAL DUES
IRS990/OtherExpensesGrp/Desc3LEGISLATIVE EXPENSE
IRS990/OtherExpensesGrp/TotalAmt01022581
IRS990/OtherExpensesGrp/TotalAmt1243357
IRS990/OtherExpensesGrp/TotalAmt2131086
IRS990/OtherExpensesGrp/TotalAmt395348
IRS990/OtherLiabilitiesGrp/BOYAmt04133
IRS990/OtherLiabilitiesGrp/EOYAmt038248
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0111704
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0112488
IRS990/PrincipalOfficerNm0MARK LALONDE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • $10M-$25M nonprofits