Civic Intelligence

Independent Agents Association Executives Inc

990EZ • Fiscal year 2015 • EIN 58-2004363

Jan 01, 2015 to Dec 31, 2015 • Filed on May 09, 2016

18153 East Petroleum DriveBaton Rouge, LA 70809

(225) 819-8007

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

50th percentile

0.00x

Higher debt load relative to revenue than 50% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

90th percentile

28%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

37th percentile

-4.5%

Faster revenue growth than 37% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$196,655

Up $30,882 (+19%) from 2014

Net Assets

Up

$196,275

Up $35,002 (+22%) from 2014

Liabilities

Down

$380

Down $4,120 (-92%) from 2014

Revenue

Down

$126,333

Down $5,924 (-4.5%) from 2014

Expenses

Down

$91,331

Down $23,138 (-20%) from 2014

Net Income

Up

$35,002

Up $17,214 (+97%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $163,762Liabilities 2010: $23,236Net Assets 2010: $140,5262010Assets 2011: $174,374Liabilities 2011: $22,946Net Assets 2011: $151,4282011Assets 2012: $140,608Liabilities 2012: $23,646Net Assets 2012: $116,9622012Assets 2013: $144,185Liabilities 2013: $7002013Assets 2014: $165,773Liabilities 2014: $4,500Net Assets 2014: $161,2732014Assets 2015: $196,655Liabilities 2015: $380Net Assets 2015: $196,2752015Assets 2016: $222,552Liabilities 2016: $0Net Assets 2016: $222,5522016Assets 2017: $238,081Liabilities 2017: $1,490Net Assets 2017: $236,5912017Assets 2018: $291,335Liabilities 2018: $1,852Net Assets 2018: $289,4832018Assets 2019: $312,585Liabilities 2019: $1,033Net Assets 2019: $311,5522019Assets 2020: $360,758Liabilities 2020: $4,0802020Assets 2021: $310,177Liabilities 2021: $998Net Assets 2021: $309,1792021Assets 2022: $356,355Liabilities 2022: $46,452Net Assets 2022: $309,9032022Assets 2023: $352,156Liabilities 2023: $910Net Assets 2023: $351,2462023Assets 2024: $336,103Liabilities 2024: $18,326Net Assets 2024: $317,7772024

Highlighted filing

2015

Assets$196,655
Liabilities$380
Net Assets$196,275

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $83,327Expenses 2010: $65,919Net Income 2010: $17,4082010Revenue 2011: $87,464Expenses 2011: $76,562Net Income 2011: $10,9022011Revenue 2012: $103,949Expenses 2012: $138,415Net Income 2012: -$34,4662012Revenue 2013: $126,209Expenses 2013: $99,686Net Income 2013: $26,5232013Revenue 2014: $132,257Expenses 2014: $114,469Net Income 2014: $17,7882014Revenue 2015: $126,333Expenses 2015: $91,331Net Income 2015: $35,0022015Revenue 2016: $128,622Expenses 2016: $102,345Net Income 2016: $26,2772016Revenue 2017: $122,253Expenses 2017: $108,214Net Income 2017: $14,0392017Revenue 2018: $162,727Expenses 2018: $109,835Net Income 2018: $52,8922018Revenue 2019: $205,662Expenses 2019: $183,593Net Income 2019: $22,0692019Revenue 2020: $113,174Expenses 2020: $68,048Net Income 2020: $45,1262020Revenue 2021: $170,338Expenses 2021: $217,837Net Income 2021: -$47,4992021Revenue 2022: $194,026Expenses 2022: $193,302Net Income 2022: $7242022Revenue 2023: $205,652Expenses 2023: $164,309Net Income 2023: $41,3432023Revenue 2024: $200,594Expenses 2024: $234,063Net Income 2024: -$33,4692024

Highlighted filing

2015

Revenue$126,333
Expenses$91,331
Net Income$35,002
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 9, 2016
Return Version
2015v2.1
Gross Receipts
$126,333
Mission and Program Overview

Mission

Education & communication

Program Services

DescriptionGrantsExpenses
CONVENTION: ANNUAL MEETING PROVIDING SPECIALIZED EDUCATION MEMBERS, COMMUNICATION TO AND WITH AGENTS' NATIONAL ORG. AND EXCHANGE OF IDEAS AMONG MEMBERS$0$83,279
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLARK PAYANImmediate Past President-$0--
LARRY CASESecretary-$0--
PEGGY PORTERPresident-$0--
JEFF ALBRIGHTVice-President-$0--
DAN HOISTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Independent Agents Association
EIN
58-2004363
Phone
2258198007
Address
18153 EAST PETROLEUM DRIVE, BATON ROUGE, LA 70809

Signing Officer

Name
Jeff Albright
Title
Vice President
Phone
2258198007
Signed
2016-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Hannis T Bourgeois Llp
Address
2322 TREMONT DR, BATON ROUGE, LA 70809
Preparer
Sheryl Young CPA
Phone
2259284770
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: other income. Amount: 34.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: convention expense. Amount: 83279. Description: administrative expense. Amount: 3964. Description: bank charge. Amount: 913. Description: miscellanous expense. Amount: 3175. Total to form 990-ez, line 16: 91331.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 1175. Description: prepaid conference expense. Beg. Of year amount: 0. End of year amount: 7150.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deferred income - conference. Beg. Of year amount: 4500. End of year amount: 380.

Raw XML Appendix121 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEFF ALBRIGHT
IRS990EZ/BooksInCareOfDetail/PhoneNum02258198007
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018153 EAST PETROLEUM DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BATON ROUGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070809
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0165773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0188330
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt035002
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0165773
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0196655
IRS990EZ/GrossReceiptsAmt0126333
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt034
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0161273
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0196275
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0161273
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0196275
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLARK PAYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARRY CASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PEGGY PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF ALBRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAN HOIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08325
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt091331
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION & COMMUNICATION
IRS990EZ/ProgramServiceRevenueAmt0126299
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONVENTION: ANNUAL MEETING PROVIDING SPECIALIZED EDUCATION MEMBERS, COMMUNICATION TO AND WITH AGENTS' NATIONAL ORG. AND EXCHANGE OF IDEAS AMONG MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt083279
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0380
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt091331
IRS990EZ/TotalProgramServiceExpensesAmt083279
IRS990EZ/TotalRevenueAmt0126333
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER INCOME. AMOUNT: 34.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONVENTION EXPENSE. AMOUNT: 83279. DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 3964. DESCRIPTION: BANK CHARGE. AMOUNT: 913. DESCRIPTION: MISCELLANOUS EXPENSE. AMOUNT: 3175. TOTAL TO FORM 990-EZ, LINE 16: 91331.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1175. DESCRIPTION: PREPAID CONFERENCE EXPENSE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 7150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEFERRED INCOME - CONFERENCE. BEG. OF YEAR AMOUNT: 4500. END OF YEAR AMOUNT: 380.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF ALBRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02258198007
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT AGENTS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EXECUTIVES INC
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0582004363
ReturnHeader/Filer/PhoneNum02258198007
ReturnHeader/Filer/USAddress/AddressLine1Txt018153 EAST PETROLEUM DRIVE
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070809
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720636725
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HANNIS T BOURGEOIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02322 TREMONT DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATON ROUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070809
ReturnHeader/PreparerPersonGrp/PhoneNum02259284770
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERYL YOUNG CPA
ReturnHeader/ReturnTs02016-05-20T10:24:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.18$3.18$2.01$2.34$0.33
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.01$3.51$2.06$1.64$0.41
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.46$3.10$1.94$1.93$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.01$3.09$1.70$2.18$0.47
2020Summary only. Only limited summary data is available for this year.$3.61$0.04$1.13$0.68$0.45
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.01$3.12$2.06$1.84$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.02$2.89$1.63$1.10$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.01$2.37$1.22$1.08$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$1.29$1.02$0.26
2015Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.96$1.26$0.91$0.35
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.05$1.61$1.32$1.14$0.18
2013Summary only. Only limited summary data is available for this year.$1.44$0.01$1.26$1.00$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.24$1.17$1.04$1.38$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.23$1.51$0.87$0.77$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.23$1.41$0.83$0.66$0.17