Civic Intelligence

Trusted Choice Inc

990 • Fiscal year 2024 • EIN 54-2052195

Sep 01, 2023 to Aug 31, 2024 • Filed on Jul 14, 2025

Organization ProfileWWW.TRUSTEDCHOICE.COM

Refreshing map…

127 South Peyton StAlexandria, VA 22314

(703) 683-4422

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.35x

Higher debt load relative to assets than 74% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.29x

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

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

19%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

100th percentile

$1,052,767

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

86th percentile

26%

Faster asset growth than 86% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-9.4%

Faster revenue growth than 14% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$3,581,469

Up $730,272 (+26%) from 2023

Net Assets

Up

$2,333,193

Up $807,430 (+53%) from 2023

Liabilities

Down

$1,248,276

Down $77,158 (-5.8%) from 2023

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin83rd percentile

Revenue

Down

$4,314,771

Down $448,655 (-9.4%) from 2023

Expenses

Down

$3,507,341

Down $981,420 (-22%) from 2023

Net Income

Up

$807,430

Up $532,765 (+194%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $3,914,026Liabilities 2011: $2,289,373Net Assets 2011: $1,624,6532011Assets 2012: $4,245,863Liabilities 2012: $2,161,712Net Assets 2012: $2,084,1512012Assets 2013: $5,126,425Liabilities 2013: $2,344,712Net Assets 2013: $2,781,7132013Assets 2014: $3,224,266Liabilities 2014: $2,156,249Net Assets 2014: $1,068,0172014Assets 2015: $1,849,329Liabilities 2015: $2,480,095Net Assets 2015: -$630,7662015Assets 2016: $3,181,360Liabilities 2016: $1,757,232Net Assets 2016: $1,424,1282016Assets 2017: $4,315,776Liabilities 2017: $1,475,349Net Assets 2017: $2,840,4272017Assets 2018: $4,710,142Liabilities 2018: $1,479,587Net Assets 2018: $3,230,5552018Assets 2019: $4,723,016Liabilities 2019: $1,208,936Net Assets 2019: $3,514,0802019Assets 2020: $3,522,353Liabilities 2020: $1,511,070Net Assets 2020: $2,011,2832020Assets 2021: $2,879,409Liabilities 2021: $1,416,479Net Assets 2021: $1,462,9302021Assets 2022: $3,003,484Liabilities 2022: $1,752,386Net Assets 2022: $1,251,0982022Assets 2023: $2,851,197Liabilities 2023: $1,325,434Net Assets 2023: $1,525,7632023Assets 2024: $3,581,469Liabilities 2024: $1,248,276Net Assets 2024: $2,333,1932024

Highlighted filing

2024

Assets$3,581,469
Liabilities$1,248,276
Net Assets$2,333,193
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $4,065,891Expenses 2011: $4,460,501Net Income 2011: -$394,6102011Revenue 2012: $5,413,436Expenses 2012: $4,953,938Net Income 2012: $459,4982012Expenses 2013: $5,161,6962013Revenue 2014: $5,273,739Expenses 2014: $6,987,435Net Income 2014: -$1,713,6962014Revenue 2015: $5,179,934Expenses 2015: $6,878,717Net Income 2015: -$1,698,7832015Revenue 2016: $5,238,431Expenses 2016: $3,183,537Net Income 2016: $2,054,8942016Revenue 2017: $5,045,481Expenses 2017: $3,629,182Net Income 2017: $1,416,2992017Revenue 2018: $4,995,257Expenses 2018: $4,605,129Net Income 2018: $390,1282018Revenue 2019: $4,867,548Expenses 2019: $4,584,023Net Income 2019: $283,5252019Revenue 2020: $4,886,423Expenses 2020: $6,389,219Net Income 2020: -$1,502,7962020Revenue 2021: $4,834,266Expenses 2021: $5,382,619Net Income 2021: -$548,3532021Revenue 2022: $4,862,551Expenses 2022: $5,074,383Net Income 2022: -$211,8322022Revenue 2023: $4,763,426Expenses 2023: $4,488,761Net Income 2023: $274,6652023Revenue 2024: $4,314,771Expenses 2024: $3,507,341Net Income 2024: $807,4302024

Highlighted filing

2024

Revenue$4,314,771
Expenses$3,507,341
Net Income$807,430
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 14, 2025
Return Version
2023v6.0
Gross Receipts
$4,314,771
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,557,572$3,117,108▲ $559,536
Prepaid Expenses and Deferred Charges$153,619$176,129▲ $22,510
Land, Buildings, and Equipment, Net$13,292$11,144▼ $2,148
Accounts Receivable$18,128$9,926▼ $8,202
Total Assets$2,851,197$3,581,469▲ $730,272
Other Assets Total$108,586$267,162▲ $158,576
Liabilities
Deferred Revenue$953,908$851,257▼ $102,651
Accounts Payable and Accrued Expenses$371,526$397,019▲ $25,493
Total Liabilities$1,325,434$1,248,276▼ $77,158
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,525,763$2,333,193▲ $807,430
Total Net Assets Fund Balance$1,525,763$2,333,193▲ $807,430
Total Liabilities and Net Assets / Fund Balance$2,851,197$3,581,469▲ $730,272

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,144$187,129$198,273
Other Assets Org$267,162--
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin BrandtVice PresidentPT$109,678$53,193$162,871
Charles SymingtonPresidentPT$75,590$25,882$101,472
Robert a RusbuldtFormer President-$55,424$4,944$60,368
Eugene S CockeCFO-$28,778$4,066$32,844
Scott D KneelandChief Counsel/secretary-$18,697$3,151$21,848

Board Members and Trustees

NameTitle
Jon JensenChair
Brad GreerDirector
George DalyDirector
Jared BurkhartDirector
Jeff SchlittDirector
John BarbourDirector
Matt SimonDirector
Mike BarrettDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Consumer Agent Portal LLCAdvertising/marketing6066 SHINGLE CREEK PKWY PMB 1182, Brooklyn Center, MN 55430$520,000
Revenue and Support

Revenue Composition

Contributions and Grants
$100,000
Program Service Revenue
$4,201,955
Investment Income
$12,816
Other Revenue
$0
Change in Net Assets
$807,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,914,310
Salaries, Compensation, and Employee Benefits$1,065,668
Grants and Similar Amounts Paid$527,363
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising---$999,926
Other Salaries and Wages---$746,715
Grants to Domestic Orgs---$527,363
Fees for Services Management---$434,831
Other Employee Benefits---$187,464
Information Technology---$170,957
Pension Plan Contributions---$73,348
Payroll Taxes---$58,141
Conferences and Meetings---$56,737
Travel---$50,034
All Other Expenses---$9,974
Fees for Services Other---$9,491
Insurance---$9,192
Office Expenses---$7,691
Other Expenses---$7,689
Fees for Services Accounting---$5,039
Depreciation Depletion---$4,458
Fees for Services Legal---$1,682
Total Functional Expenses$0$0$0$3,507,341
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Make-a-wishPhoenix, AZ501(c)(3)General Support$102,500
Independent Insurance Agents of Nc IncCary, NC501(c)(6)Advertising & Recruiting$60,000
Independent Insurance Agents of Rhode IslandWarwick, RI501(c)(6)General Support$60,000
Massachusetts Association of Insurance Agents IncMilford, MA501(c)(6)Advertising & Recruiting$55,000
Independent Insurance Agents of South DakotaFt Pierre, SD501(c)(6)Advertising & Recruiting$34,075
Iiabcal Independent Insurance Agents & Brokers of CaliforniaPleasanton, CA501(c)(6)General Support$16,667
Independent Insurance Agents of OklahomaOklahoma City, OK501(c)(6)Advertising & Recruiting$5,833
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
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Trusted choice is 100% owned by independent insurance agents and brokers of america.”

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

“Independent insurance agents and brokers of america has the power to elect, appoint, and/or remove members of the governing body.”

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

“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.”

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

“The conflict of interest policy is completed and signed annually by all officers and employees. Copies are kept on file with the legal department.”

Form 990, Part VI, Section B, Line 15A

“The employment contract for the ceo was renewed after an independent review by an outside firm, as well as the executive committee of iiaba.”

Form 990, Part VI, Section C, Line 19

“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.”

Filing and Contact Details

Filer

Filer Name
Trusted Choice Inc
EIN
54-2052195
Phone
7036834422
Address
127 SOUTH PEYTON ST, ALEXANDRIA, VA 22314

Signing Officer

Name
Eugene S Cocke
Title
CFO
Phone
7036834422
Signed
2025-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles E Symington Jr
Formed
2001
Legal Domicile
De
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
9

Preparer

Firm
Cohnreznick Advisory LLC
Address
7501 WISCONSIN AVENUE SUITE 400E, BETHESDA, MD 20814
Preparer
DANIEL O'SHEA
Phone
3016529100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Trusted choice is exempt from the payment of income taxes on its 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. Tax years prior to 2020 are no longer subject to examination by federal and the applicable taxing authorities.”

Raw XML AppendixShowing 400 of 657 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/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0170957
IRS990/InsuranceGrp/TotalAmt09192
IRS990/InvestmentIncomeGrp/ExclusionAmt012816
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012816
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0187129
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013292
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011144
IRS990/LandBldgEquipCostOrOtherBssAmt0198273
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TRUSTED 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01525763
IRS990/NetAssetsOrFundBalancesEOYAmt02333193
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01525763
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02333193
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt07691
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0108586
IRS990/OtherAssetsTotalGrp/EOYAmt0267162
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0187464
IRS990/OtherExpensesGrp/Desc0RESEARCH & DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2VIDEO PRODUCTION
IRS990/OtherExpensesGrp/Desc3SECURITY & DOMAIN MAINT
IRS990/OtherExpensesGrp/TotalAmt081579
IRS990/OtherExpensesGrp/TotalAmt141789
IRS990/OtherExpensesGrp/TotalAmt223241
IRS990/OtherExpensesGrp/TotalAmt37689
IRS990/OtherSalariesAndWagesGrp/TotalAmt0746715
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt058141
IRS990/PensionPlanContributionsGrp/TotalAmt073348
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0153619
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0176129
IRS990/PrincipalOfficerNm0CHARLES E SYMINGTON JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04201955
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04201955
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0100000
IRS990/PYGrantsAndSimilarPaidAmt0638717
IRS990/PYInvestmentIncomeAmt08956
IRS990/PYOtherExpensesAmt02749952
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04654470
IRS990/PYRevenuesLessExpensesAmt0274665
IRS990/PYSalariesCompEmpBnftPaidAmt01100092
IRS990/PYTotalExpensesAmt04488761
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04763426
IRS990/ReconcilationRevenueExpnssAmt0807430
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0100000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02557572
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03117108
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt011144
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0187129
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0198273
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0267162
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM AFFILIATES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TRUSTED CHOICE IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS 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. TAX YEARS PRIOR TO 2020 ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL AND THE APPLICABLE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011144
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0267162
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt016667
IRS990ScheduleI/RecipientTable/CashGrantAmt160000
IRS990ScheduleI/RecipientTable/CashGrantAmt25833
IRS990ScheduleI/RecipientTable/CashGrantAmt360000
IRS990ScheduleI/RecipientTable/CashGrantAmt434075
IRS990ScheduleI/RecipientTable/CashGrantAmt5102500
IRS990ScheduleI/RecipientTable/CashGrantAmt655000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(6)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ADVERTISING & RECRUITING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ADVERTISING & RECRUITING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4ADVERTISING & RECRUITING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6ADVERTISING & RECRUITING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0IIABCAL INDEPENDENT INSURANCE AGENTS & BROKERS OF CALIFORNIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1INDEPENDENT INSURANCE AGENTS OF NC INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2INDEPENDENT INSURANCE AGENTS OF OKLAHOMA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3INDEPENDENT INSURANCE AGENTS OF RHODE ISLAND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4INDEPENDENT INSURANCE AGENTS OF SOUTH DAKOTA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MAKE-A-WISH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6MASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INC
IRS990ScheduleI/RecipientTable/RecipientEIN0943215814
IRS990ScheduleI/RecipientTable/RecipientEIN1560340370
IRS990ScheduleI/RecipientTable/RecipientEIN2731392293
IRS990ScheduleI/RecipientTable/RecipientEIN3056010265
IRS990ScheduleI/RecipientTable/RecipientEIN4466013413
IRS990ScheduleI/RecipientTable/RecipientEIN5860481941
IRS990ScheduleI/RecipientTable/RecipientEIN6043172159
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04683 CHABOT DRIVE SUITE 240
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1101 WESTON OAKS COURT C/O NATALIE A
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 13490 C/O MALINDA DAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32400 POST ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4305 ISLAND C/O DRKAYLA LONGBRAKE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51702 E HIGHLAND AVE SUITE 400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt691 CEDAR STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0SIMPSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PLEASANTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CARY
IRS990ScheduleI/RecipientTable/USAddress/CityNm2OKLAHOMA CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm3WARWICK
IRS990ScheduleI/RecipientTable/USAddress/CityNm4FT PIERRE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/CityNm6MILFORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4SD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094588
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd127513
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd273113
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd302886
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd457532
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd585016
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd601757
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FOR STATE ASSOCIATIONS, ONCE A GRANT HAS BEEN APPROVED, THE GRANTEE MUST SUBMIT DOCUMENTATION TO TRUSTED CHOICE AS TO THE USE OF THE FUNDS FOR THE INTENDED PURPOSE. FOR MAKE-A-WISH FOUNDATION, GRANTS ARE FOR GENERAL SUPPORT AND NO MONITORING IS NECESSARY OTHER THAN RECEIVING THE ACKNOWLEDGMENT OF THE DONATION FROM THE CHARITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt06
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt075590
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt155424
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt228778
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt318697
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4109678
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount020241
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount432192
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0189759
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,581,469
Liabilities
$1,248,276
Net assets
$2,333,193
Revenue
$4,314,771
Expenses
$3,507,341
Net income
$807,430
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.58$1.25$2.33$4.31$3.51$0.81
2023Summary only. Only limited summary data is available for this year.$2.85$1.33$1.53$4.76$4.49$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$1.75$1.25$4.86$5.07$0.21
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$1.42$1.46$4.83$5.38$0.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$1.51$2.01$4.89$6.39$1.50
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.72$1.21$3.51$4.87$4.58$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$1.48$3.23$5.00$4.61$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$1.48$2.84$5.05$3.63$1.42
2016Detailed filing. Detailed filing data is available for this year.$3.18$1.76$1.42$5.24$3.18$2.05
2015Summary only. Only limited summary data is available for this year.$1.85$2.48$0.63$5.18$6.88$1.70
2014Detailed filing. Detailed filing data is available for this year.$3.22$2.16$1.07$5.27$6.99$1.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$2.34$2.78$5.16
2012Summary only. Only limited summary data is available for this year.$4.25$2.16$2.08$5.41$4.95$0.46
2011Summary only. Only limited summary data is available for this year.$3.91$2.29$1.62$4.07$4.46$0.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)6 • $1M-$5M nonprofits