Civic Intelligence

Independent Agents Association Executives Inc

990EZ • Fiscal year 2017 • EIN 58-2004363

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization ProfileN/A
4248 Park Glen RdMinneapolis, MN 55416

(952) 928-4665

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.01x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.01x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

11%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

7.0%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

-5.0%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$238,081

Up $15,529 (+7.0%) from 2016

Net Assets

Up

$236,591

Up $14,039 (+6.3%) from 2016

Liabilities

Up

$1,490

Up $1,490 from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin72nd percentile

Revenue

Down

$122,253

Down $6,369 (-5.0%) from 2016

Expenses

Up

$108,214

Up $5,869 (+5.7%) from 2016

Net Income

Down

$14,039

Down $12,238 (-47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2017

Assets$238,081
Liabilities$1,490
Net Assets$236,591
Open 2017 Filing

Operations Trend

Revenue Growth37th percentile

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

2017

Revenue$122,253
Expenses$108,214
Net Income$14,039
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$122,253
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$70,352
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN HOISTPresident-$0--
AUBIE KNIGHTPresident Elect-$0--
FRANK SHEPPARDSecretary-$0--
DENISE JOHNSONTreasurer-$0--
LARRY CASEPast President-$0--
Filing and Contact Details

Filer

Filer Name
Independent Agents Association
EIN
58-2004363
Phone
9529284665
Address
4248 PARK GLEN RD, MINNEAPOLIS, MN 55416

Signing Officer

Name
Larry Case
Title
President
Phone
9529284665
Signed
2018-05-14

Preparer

Firm
Smith Schafer & Associates Ltd
Address
7500 HIGHWAY 55 SUITE 350, MINNEAPOLIS, MN 55427
Preparer
Nancy Waldack
Phone
9529201455
Supplemental Narrative

Additional Explanations

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

“Description: investment income. Amount: 153.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: royalties. Amount: 17,954.”

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

“Description: conference expense. Amount: 70,352. Description: administrative expense. Amount: 26,294. Description: bank charges. Amount: 24. Description: miscellaneous expense. Amount: 100. Description: meeting expense. Amount: 1,791. Description: office supplies. Amount: 61. Description: printing. Amount: 129. Description: technology. Amount: 1,221. Description: telephone. Amount: 45. Description: credit card charges/fees. Amount: 2,136. Description: professional fees. Amount: 2,658. Description: insurance. Amount: 1,330. Description: graphics. Amount: 629. Description: bad debt expense. Amount: 1,444. Total to form 990-ez, line 16: 108,214.”

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

“Description: accounts receivable. Beg. Of year amount: 2,000. End of year amount: 0. Description: prepaid expenses. Beg. Of year amount: 12,321. End of year amount: 13,184.”

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

“Description: accounts payable. Beg. Of year amount: 0. End of year amount: 1,490.”

Raw XML Appendix131 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/BusinessNameLine1Txt0HARRINGTON COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum09529284665
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04248 PARK GLEN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055416
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0208231
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0224897
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt084500
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt014039
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0222552
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0238081
IRS990EZ/GrossReceiptsAmt0122253
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0153
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0222552
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0236591
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0222552
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0236591
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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/PersonNm0DAN HOIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AUBIE KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANK SHEPPARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENISE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LARRY CASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014321
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013184
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0108214
IRS990EZ/OtherRevenueTotalAmt017954
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION & COMMUNICATION
IRS990EZ/ProgramServiceRevenueAmt019646
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/ProgramServiceExpensesAmt070352
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01490
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0108214
IRS990EZ/TotalProgramServiceExpensesAmt070352
IRS990EZ/TotalRevenueAmt0122253
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ROYALTIES. AMOUNT: 17,954.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONFERENCE EXPENSE. AMOUNT: 70,352. DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 26,294. DESCRIPTION: BANK CHARGES. AMOUNT: 24. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 100. DESCRIPTION: MEETING EXPENSE. AMOUNT: 1,791. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 61. DESCRIPTION: PRINTING. AMOUNT: 129. DESCRIPTION: TECHNOLOGY. AMOUNT: 1,221. DESCRIPTION: TELEPHONE. AMOUNT: 45. DESCRIPTION: CREDIT CARD CHARGES/FEES. AMOUNT: 2,136. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 2,658. DESCRIPTION: INSURANCE. AMOUNT: 1,330. DESCRIPTION: GRAPHICS. AMOUNT: 629. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 1,444. TOTAL TO FORM 990-EZ, LINE 16: 108,214.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,000. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 12,321. END OF YEAR AMOUNT: 13,184.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,490.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY CASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09529284665
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT AGENTS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EXECUTIVES INC
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0582004363
ReturnHeader/Filer/PhoneNum09529284665
ReturnHeader/Filer/USAddress/AddressLine1Txt04248 PARK GLEN RD
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055416
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E81A28A71010AEC012B85585EA9D487FAE888AF0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId073C47FB605AFFCDD27032542F984EDE21244699D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.55.242.200
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:10:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411489071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH SCHAFER & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07500 HIGHWAY 55 SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055427
ReturnHeader/PreparerPersonGrp/PhoneNum09529201455
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY WALDACK
ReturnHeader/ReturnTs02018-07-12T12:24:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$238,081
Liabilities
$1,490
Net assets
$236,591
Revenue
$122,253
Expenses
$108,214
Net income
$14,039
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
2017Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits