Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Refreshing map…
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Liabilities / Revenue
61st percentile
Higher debt load relative to revenue than 61% of similar nonprofits.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
100th percentile
Higher top officer pay than 100% of similar nonprofits.
Top officer pay equals 27.0% of source-year revenue.
Asset Growth
4th percentile
Faster asset growth than 4% of similar nonprofits.
Revenue Growth
30th percentile
Faster revenue growth than 30% of similar nonprofits.
Assets
Down$2,879,409
Down $642,944 (-18%) from 2020
Net Assets
Down$1,462,930
Down $548,353 (-27%) from 2020
Liabilities
Down$1,416,479
Down $94,591 (-6.3%) from 2020
Revenue
Down$4,834,266
Down $52,157 (-1.1%) from 2020
Expenses
Down$5,382,619
Down $1,006,600 (-16%) from 2020
Net Income
Up-$548,353
Up $954,443 (+64%) from 2020
Trusted choice is a unifying brand created to help educate consumers about the benefits of using an independent insurance agent or broker when buying insurance.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $2,994,814 | $2,479,779 | ▼ $515,035 |
| Land, Buildings, and Equipment, Net | $152,897 | $121,130 | ▼ $31,767 |
| Accounts Receivable | $20,377 | $67,034 | ▲ $46,657 |
| Prepaid Expenses and Deferred Charges | $35,000 | $32,385 | ▼ $2,615 |
| Total Assets | $3,522,353 | $2,879,409 | ▼ $642,944 |
| Other Assets Total | $319,265 | $179,081 | ▼ $140,184 |
| Liabilities | |||
| Deferred Revenue | $1,157,372 | $1,134,866 | ▼ $22,506 |
| Accounts Payable and Accrued Expenses | $353,698 | $281,613 | ▼ $72,085 |
| Total Liabilities | $1,511,070 | $1,416,479 | ▼ $94,591 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $2,011,283 | $1,462,930 | ▼ $548,353 |
| Total Net Assets Fund Balance | $2,011,283 | $1,462,930 | ▼ $548,353 |
| Total Liabilities and Net Assets / Fund Balance | $3,522,353 | $2,879,409 | ▼ $642,944 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $121,130 | $74,833 | $195,963 |
| Other Assets Org | $179,081 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kevin Brandt | Vice President | FT | $191,635 | - | $191,635 |
| Robert a Rusbuldt | President | PT | $86,873 | $16,093 | $102,966 |
| Eugene S Cocke | CFO | PT | $33,574 | $15,542 | $49,116 |
| Scott D Kneeland | Chief Counsel/secretary | PT | $31,045 | $5,578 | $36,623 |
| Name | Title |
|---|---|
| David Walker | Chair |
| Brian Harrison | Director |
| Cindi Gresham | Director |
| Clinton Graham | Director |
| Jeff Schlitt | Director |
| Robbie Moore | Director |
| Scott Stanford | Director |
| Tara Purvis | Director |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Stinson Partners INC Dba Beeby Clark M | Advertising/marketing | 700 CANAL STREET 3RD FL0OR, Stamford, CT 06902 | $1,931,300 |
| Consumer Agent Portal LLC | Advertising/marketing | 900 2ND AVE S1540, Minneapolis, MN 55402 | $773,000 |
| Grafik Marketing Communications Ltd | Advertising/marketing | 625 N WASHINGTON ST SUITE 302, Alexandria, VA 22314 | $363,275 |
| Dialog Concepts Wdg | Website Design | 3100 CLARENDON BLVD SUITE 510, Arlington, VA 22201 | $165,000 |
| Line Item | Amount |
|---|---|
| Other Expenses | $3,189,644 |
| Salaries, Compensation, and Employee Benefits | $1,102,775 |
| Grants and Similar Amounts Paid | $1,090,200 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Advertising | - | - | - | $2,430,896 |
| Grants to Domestic Orgs | - | - | - | $1,090,200 |
| Other Salaries and Wages | - | - | - | $431,047 |
| Fees for Services Management | - | - | - | $391,170 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $389,871 |
| Other Employee Benefits | - | - | - | $156,300 |
| Information Technology | - | - | - | $76,864 |
| Fees for Services Other | - | - | - | $73,329 |
| Payroll Taxes | - | - | - | $63,578 |
| Pension Plan Contributions | - | - | - | $61,979 |
| Depreciation Depletion | - | - | - | $59,267 |
| Occupancy | - | - | - | $23,352 |
| Insurance | - | - | - | $12,980 |
| Fees for Services Legal | - | - | - | $10,436 |
| Travel | - | - | - | $9,638 |
| Office Expenses | - | - | - | $7,171 |
| Fees for Services Accounting | - | - | - | $3,000 |
| Other Expenses | - | - | - | $2,567 |
| All Other Expenses | - | - | - | $2,058 |
| Total Functional Expenses | $0 | $0 | $0 | $5,382,619 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Make-a-wish Foundation | Phoenix, AZ | 501(c)(3) | General Support | $217,500 |
| Iia of Rhode Island | Warwick, RI | 501(c)(6) | Advertising & Recruiting | $65,000 |
| Ind Ins Agts of North Carolina | Cary, NC | 501(c)(6) | Advertising & Recruiting | $65,000 |
| Maine Ins Agents Assn | Hallowell, ME | 501(c)(6) | Advertising & Recruiting | $38,666 |
| Ind Ins Agts of South Dakota | Ft Pierre, SD | 501(c)(6) | Advertising & Recruiting | $24,838 |
| Ind Ins Agts of Kentucky Inc | Louisville, KY | 501(c)(6) | Advertising & Recruiting | $20,000 |
| Ind Ins Agts of Nebraska | Lincoln, NE | 501(c)(6) | Advertising & Recruiting | $15,000 |
| Ind Ins Agents of Oklahoma | Oklahoma City, OK | 501(c)(6) | Advertising & Recruiting | $11,667 |
| Independent Insurance Agents Assoc Wny | Orchard Park, NY | 501(c)(6) | Advertising & Recruiting | $9,498 |
| Ind Ins Agts of Iowa | West Des Moines, IA | 501(c)(6) | Advertising & Recruiting | $5,833 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The 990 is reviewed line by line by the director of finance and chief financial officer of the parent corporation, independent insurance agents & brokers of america, inc.”
“The conflict of interest policy is completed and signed annually by all officers and employees. Copies are kept on file with the legal department.”
“The employment contract for the ceo was renewed in september 2012 after an independent review by an outside firm, as well as the executive committee of iiaba.”
“Copies of the trusted choice form 990 are made available upon request. Copies of trusted choice's governing documents, conflict of interest policy, and financial statements are available to members on the website.”
“Trusted choice is exempt from the payment of income taxes on their exempt purpose activities under section 501(c)(6) of the internal revenue code. Management believes that it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the consolidated financial statements.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 353698 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 281613 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 20377 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 67034 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TRUSTED CHOICE IS A UNIFYING BRAND CREATED TO HELP EDUCATE CONSUMERS ABOUT THE BENEFITS OF USING AN INDEPENDENT INSURANCE AGENT OR BROKER WHEN BUYING INSURANCE. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 2430896 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 2058 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | EUGENE S COCKE |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7036834422 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 127 SOUTH PEYTON ST |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ALEXANDRIA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 22314 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 4 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 389871 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 1931300 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 773000 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 363275 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 165000 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 700 CANAL STREET 3RD FL0OR |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 900 2ND AVE S1540 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 625 N WASHINGTON ST SUITE 302 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 3100 CLARENDON BLVD SUITE 510 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | STAMFORD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | MINNEAPOLIS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | ALEXANDRIA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | ARLINGTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | MN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | VA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | VA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 06902 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 55402 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 22314 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 22201 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | STINSON PARTNERS INC DBA BEEBY CLARK M |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | CONSUMER AGENT PORTAL LLC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | GRAFIK MARKETING COMMUNICATIONS LTD |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | DIALOG CONCEPTS WDG |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | ADVERTISING/MARKETING |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | ADVERTISING/MARKETING |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | ADVERTISING/MARKETING |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | WEBSITE DESIGN |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 100000 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 1090200 |
| IRS990/CYInvestmentIncomeAmt | 0 | 3232 |
| IRS990/CYOtherExpensesAmt | 0 | 3189644 |
| IRS990/CYOtherRevenueAmt | 0 | 975 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 4730059 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -548353 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 1102775 |
| IRS990/CYTotalExpensesAmt | 0 | 5382619 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 4834266 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 1157372 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 1134866 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 59267 |
| IRS990/Desc | 0 | TRUSTED CHOICE IS THE NATIONAL MARKETING BRAND CREATED EXCLUSIVELY FOR BIG "I" MEMBERS TO HELP CONSUMERS UNDERSTAND THE VALUE THAT AN INDEPENDENT AGENT OFFERS. THIS IS NOT A MARKET ACCESS PROGRAM, BUT A BRAND THAT IS DESIGNED TO HIGHLIGHT THE STRENGTHS OF INDEPENDENT INSURANCE AGENTS: CHOICE, CUSTOMIZATION, AND ADVOCACY. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 3000 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 10436 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 391170 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 73329 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 61.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 43.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 48.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 9.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 6.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 7.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 46444 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 53074 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 39882 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DAVID WALKER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | TARA PURVIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | SCOTT STANFORD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | ROBBIE MOORE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CLINTON GRAHAM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JEFF SCHLITT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | BRIAN HARRISON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | CINDI GRESHAM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | ROBERT A RUSBULDT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | EUGENE S COCKE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | SCOTT D KNEELAND |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | KEVIN BRANDT |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 99298 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 42130 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 31374 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 191635 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 1158037 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 277943 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 206983 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | CFO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | CHIEF COUNSEL/SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | VICE PRESIDENT |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 2001 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 9 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 1090200 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 4834266 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 76864 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 12980 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 3232 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 3232 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 74833 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 152897 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 121130 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 195963 |
| IRS990/LegalDomicileStateCd | 0 | DE |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TRUSTED CHOICE IS A UNIFYING BRAND CREATED TO HELP EDUCATE CONSUMERS ABOUT THE BENEFITS OF USING AN INDEPENDENT INSURANCE AGENT OR BROKER WHEN BUYING INSURANCE. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2011283 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1462930 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 2011283 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 1462930 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 23352 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 7171 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 319265 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 179081 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 156300 |
| IRS990/OtherExpensesGrp/Desc | 0 | RESEARCH & DEVOLEPMENT |
| IRS990/OtherExpensesGrp/Desc | 1 | EMPLOYEE RELATED EXPENS |
| IRS990/OtherExpensesGrp/Desc | 2 | MISCELLANEOUS EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 3 | REPAIR & MAINTENANCE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 72435 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 11332 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 3149 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 2567 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISCELLANEOUS INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 975 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 975 |
| IRS990/OtherRevenueTotalAmt | 0 | 975 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 431047 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 63578 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 61979 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 35000 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 32385 |
| IRS990/PrincipalOfficerNm | 0 | ROBERT RUSBULDT |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4730059 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 4730059 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 100000 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 1444305 |
| IRS990/PYInvestmentIncomeAmt | 0 | 7068 |
| IRS990/PYOtherExpensesAmt | 0 | 3831996 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 4779355 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -1502796 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 1112918 |
| IRS990/PYTotalExpensesAmt | 0 | 6389219 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 4886423 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -548353 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RelatedOrganizationsAmt | 0 | 100000 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 2994814 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 2479779 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | 0 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | 1 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 121130 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 74833 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 195963 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 179081 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | DUE FROM AFFILIATES |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | TRUSTED CHOICE IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON THEIR EXEMPT PURPOSE ACTIVITIES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 121130 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 179081 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 38666 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 24838 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 65000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 5 | 11667 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 6 | 9498 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 7 | 217500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 8 | 5833 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 9 | 65000 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C)(6) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501(C)(6) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 2 | 501(C)(6) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 3 | 501(C)(6) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 4 | 501(C)(6) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 5 | 501(C)(6) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 6 | 501(C)(6) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 7 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 8 | 501(C)(6) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 9 | 501(C)(6) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | ADVERTISING & RECRUITING |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | ADVERTISING & RECRUITING |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 2 | ADVERTISING & RECRUITING |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 3 | ADVERTISING & RECRUITING |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 4 | ADVERTISING & RECRUITING |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 5 | ADVERTISING & RECRUITING |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 6 | ADVERTISING & RECRUITING |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 7 | GENERAL SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 8 | ADVERTISING & RECRUITING |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 9 | ADVERTISING & RECRUITING |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | IND INS AGTS OF KENTUCKY INC |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | MAINE INS AGENTS ASSN |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 2 | IND INS AGTS OF NEBRASKA |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 3 | IND INS AGTS OF SOUTH DAKOTA |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 4 | IND INS AGTS OF NORTH CAROLINA |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 5 | IND INS AGENTS OF OKLAHOMA |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 6 | INDEPENDENT INSURANCE AGENTS ASSOC WNY |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 7 | MAKE-A-WISH FOUNDATION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 8 | IND INS AGTS OF IOWA |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 9 | IIA OF RHODE ISLAND |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 610244696 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 010219810 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 2 | 470248193 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 3 | 466013413 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 4 | 560340370 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 5 | 731392293 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 6 | 161026841 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 7 | 860481941 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 8 | 420650404 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 9 | 056010265 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | P O BOX 950100 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 17 CARRIAGE LN |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 2 | 8231-B NORTHWOODS DRIVE SUITE B |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 3 | 305 ISLAND DRKAYLA LONGBRAKE |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 4 | 101 WESTON OAKS COURT NATALIE A |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 5 | P O BOX 13490 MALINDA DAY |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 6 | P O BOX 983 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 7 | 1702 E HIGHLAND AVE SUITE 400 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 8 | 4000 WESTOWN PARKWAY SUITE 200 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 9 | 2400 POST RD |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt | 0 | SIMPSON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | LOUISVILLE |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | HALLOWELL |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 2 | LINCOLN |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 3 | FT PIERRE |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 4 | CARY |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 5 | OKLAHOMA CITY |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 6 | ORCHARD PARK |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 7 | PHOENIX |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 8 | WEST DES MOINES |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 9 | WARWICK |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | KY |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | ME |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 2 | NE |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.