Civic Intelligence

Minnesota Independent Insurance Agents &

EIN 41-1757272 • 501(c)6 • Minnetonka, MN

Profile

To provide educational seminars, lobbying on behalf of the industry, industry related periodicals, and general council services.the objectives of the organization are: to promote and maintain high standards of professional competence among members, to promote public understanding of the profession and create a favorable environment, and provide members with services and benefits.

601 Carlson Parkway 450Minnetonka, MN 55305

www.miia.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.23x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.28x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

49th percentile

4.0%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

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

Asset Growth

30th percentile

-1.1%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$1,778,835

Down $18,910 (-1.1%) from 2024

Liabilities

Down

$414,504

Down $76,942 (-16%) from 2024

Net Assets

Up

$1,364,331

Up $58,032 (+4.4%) from 2024

Operations
Liabilities / Revenue65th percentileNet Margin49th percentile

Revenue

Up

$1,458,740

Up $141,311 (+11%) from 2024

Expenses

Up

$1,400,708

Up $251,181 (+22%) from 2024

Net Income

Down

$58,032

Down $109,870 (-65%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,143,283Liabilities 2014: $494,313Net Assets 2014: $648,9702014Assets 2015: $1,466,638Liabilities 2015: $608,151Net Assets 2015: $858,4872015Assets 2016: $1,471,460Liabilities 2016: $569,731Net Assets 2016: $901,7292016Assets 2017: $1,605,040Liabilities 2017: $656,706Net Assets 2017: $948,3342017Assets 2018: $1,599,782Liabilities 2018: $607,361Net Assets 2018: $992,4212018Assets 2019: $1,661,179Liabilities 2019: $588,160Net Assets 2019: $1,073,0192019Assets 2020: $1,658,028Liabilities 2020: $558,773Net Assets 2020: $1,099,2552020Assets 2021: $1,530,822Liabilities 2021: $457,472Net Assets 2021: $1,073,3502021Assets 2022: $1,723,856Liabilities 2022: $581,236Net Assets 2022: $1,142,6202022Assets 2023: $1,652,080Liabilities 2023: $513,684Net Assets 2023: $1,138,3962023Assets 2024: $1,797,745Liabilities 2024: $491,446Net Assets 2024: $1,306,2992024Assets 2025: $1,778,835Liabilities 2025: $414,504Net Assets 2025: $1,364,3312025

Highlighted filing

2025

Assets$1,778,835
Liabilities$414,504
Net Assets$1,364,331
Open 2025 Filing

Operations Trend

Revenue Growth64th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,526,775Expenses 2014: $1,496,005Net Income 2014: $30,7702014Revenue 2015: $1,602,626Expenses 2015: $1,393,109Net Income 2015: $209,5172015Revenue 2016: $1,561,558Expenses 2016: $1,518,316Net Income 2016: $43,2422016Revenue 2017: $1,508,860Expenses 2017: $1,462,255Net Income 2017: $46,6052017Revenue 2018: $1,490,349Expenses 2018: $1,446,262Net Income 2018: $44,0872018Revenue 2019: $1,471,984Expenses 2019: $1,391,386Net Income 2019: $80,5982019Revenue 2020: $1,396,548Expenses 2020: $1,370,312Net Income 2020: $26,2362020Revenue 2021: $1,487,185Expenses 2021: $1,513,090Net Income 2021: -$25,9052021Revenue 2022: $1,428,354Expenses 2022: $1,359,084Net Income 2022: $69,2702022Revenue 2023: $1,301,552Expenses 2023: $1,305,776Net Income 2023: -$4,2242023Revenue 2024: $1,317,429Expenses 2024: $1,149,527Net Income 2024: $167,9022024Revenue 2025: $1,458,740Expenses 2025: $1,400,708Net Income 2025: $58,0322025

Highlighted filing

2025

Revenue$1,458,740
Expenses$1,400,708
Net Income$58,032
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,778,835
Liabilities
$414,504
Net assets
$1,364,331
Revenue
$1,458,740
Expenses
$1,400,708
Net income
$58,032
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.78$0.41$1.36$1.46$1.40$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.49$1.31$1.32$1.15$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.51$1.14$1.30$1.31$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.58$1.14$1.43$1.36$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.46$1.07$1.49$1.51$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.56$1.10$1.40$1.37$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.59$1.07$1.47$1.39$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.61$0.99$1.49$1.45$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.66$0.95$1.51$1.46$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.57$0.90$1.56$1.52$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.61$0.86$1.60$1.39$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.49$0.65$1.53$1.50$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 26, 2026
Return Version
2024v5.5
Gross Receipts
$1,458,740
Mission and Program Overview

Mission

To provide educational seminars, lobbying on behalf of the industry, industry related periodicals, and general council services.the objectives of the organization are: to promote and maintain high standards of professional competence among members, to promote public understanding of the profession and create a favorable environment, and provide members with services and benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$257,269$165,132▼ $92,137
Investments Other Securities$21,991$21,991→ $0
Savings and Temporary Cash Investments$3,807$3,809▲ $2
Prepaid Expenses and Deferred Charges$1,871--
Total Assets$1,797,745$1,778,835▼ $18,910
Other Assets Total$1,512,807$1,587,903▲ $75,096
Liabilities
Other Liabilities$355,129$321,826▼ $33,303
Accounts Payable and Accrued Expenses$77,178$92,678▲ $15,500
Mortgage Notes Payable Secured by Investment Property$59,139$0▼ $59,139
Total Liabilities$491,446$414,504▼ $76,942
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,306,299$1,364,331▲ $58,032
Total Net Assets Fund Balance$1,306,299$1,364,331▲ $58,032
Total Liabilities and Net Assets / Fund Balance$1,797,745$1,778,835▼ $18,910

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,587,903--
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Jacob OlingerPast President
Jean SundlofPresident
Grant WilsonPresident-elect
Matthew MckennyVice President
Abby JirakDirector
Andria NordickDirector
Bill ButlerDirector
Matthew BauerDirector
Melissa SchultzDirector
Chad BjuganState National Director
Revenue and Support

Revenue Composition

Contributions and Grants
$802,990
Program Service Revenue
$655,748
Investment Income
$2
Other Revenue
$0
Change in Net Assets
$58,032
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,400,708
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---$539,563
Conferences and Meetings---$208,556
Fees for Services Accounting---$146,949
Advertising---$26,572
Other Expenses---$9,500
Office Expenses---$6,819
All Other Expenses---$3,548
Interest---$648
Total Functional Expenses$0$0$0$1,400,708
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Income$321,826
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 3

“Management activities are completed by associated services company. All activities are directly overseen by the officers and management of the entity.”

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

“Form 990 is provided to the board for review before filing either by hard copy or by electronic means.”

Form 990, Part VI, Section C, Line 19

“Documents may be requested by the general public for a minimal copying fee or may be viewed at the address as reported on the tax return.”

Filing and Contact Details

Filer

Filer Name
Minnesota Independent Insurance Agents &
EIN
41-1757272
Phone
7632356460
Address
601 CARLSON PARKWAY 450, MINNETONKA, MN 55305

Signing Officer

Name
Jean E Sundlof
Title
CEO
Phone
7632356460
Signed
2026-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jean E Sundlof
Formed
1993
Legal Domicile
Mn
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Oberle Tully & Company
Address
101 BRIDGE ST STE A, LE SUEUR, MN 56058-1801
Preparer
David L Tully
Phone
5076656414
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.

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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0423008
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02
IRS990/PYOtherExpensesAmt01149527
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0894419
IRS990/PYRevenuesLessExpensesAmt0167902
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01149527
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01317429
IRS990/ReconcilationRevenueExpnssAmt058032
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03807
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03809
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01587903
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM SUBSIDIARY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0321826
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED INCOME
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01587903
IRS990ScheduleD/TotalLiabilityAmt0321826
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT ACTIVITIES ARE COMPLETED BY ASSOCIATED SERVICES COMPANY. ALL ACTIVITIES ARE DIRECTLY OVERSEEN BY THE OFFICERS AND MANAGEMENT OF THE ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW BEFORE FILING EITHER BY HARD COPY OR BY ELECTRONIC MEANS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS MAY BE REQUESTED BY THE GENERAL PUBLIC FOR A MINIMAL COPYING FEE OR MAY BE VIEWED AT THE ADDRESS AS REPORTED ON THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0411682078
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ASSOCIATION MANAGEMENT ENTITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ASSOCIATION SERVICES COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0601 CARLSON PARKWAY STE 450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MINNETONKA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd055305
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01797745
IRS990/TotalAssetsEOYAmt01778835
IRS990/TotalAssetsGrp/BOYAmt01797745
IRS990/TotalAssetsGrp/EOYAmt01778835
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0802990
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01400708
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0491446
IRS990/TotalLiabilitiesEOYAmt0414504
IRS990/TotalLiabilitiesGrp/BOYAmt0491446
IRS990/TotalLiabilitiesGrp/EOYAmt0414504
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01306299
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01364331
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt057222
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt057222
IRS990/TotalProgramServiceRevenueAmt0655748
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0196623
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0459127
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01458740
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01797745
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01778835
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0601 CARLSON PARKWAY STE 450
IRS990/USAddress/CityNm0MINNETONKA
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055305
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.MIIA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN E SUNDLOF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07632356460
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MINNESOTA INDEPENDENT INSURANCE AGENTS &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BROKERS
ReturnHeader/Filer/BusinessNameControlTxt0MINN
ReturnHeader/Filer/EIN0411757272
ReturnHeader/Filer/PhoneNum07632356460
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 CARLSON PARKWAY 450
ReturnHeader/Filer/USAddress/CityNm0MINNETONKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055305
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411674965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OBERLE TULLY & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 BRIDGE ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LE SUEUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0560581801
ReturnHeader/PreparerPersonGrp/PhoneNum05076656414
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L TULLY
ReturnHeader/ReturnTs02026-01-26T07:38:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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