Civic Intelligence

Independent Agents Association Executives Inc

990EZ • Fiscal year 2018 • EIN 58-2004363

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

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

53rd percentile

0.01x

Higher debt load relative to assets than 53% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.01x

Higher debt load relative to revenue than 57% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

92nd percentile

33%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

79th percentile

22%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

33%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$291,335

Up $53,254 (+22%) from 2017

Net Assets

Up

$289,483

Up $52,892 (+22%) from 2017

Liabilities

Up

$1,852

Up $362 (+24%) from 2017

Revenue

Up

$162,727

Up $40,474 (+33%) from 2017

Expenses

Up

$109,835

Up $1,621 (+1.5%) from 2017

Net Income

Up

$52,892

Up $38,853 (+277%) from 2017

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

2018

Assets$291,335
Liabilities$1,852
Net Assets$289,483

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

2018

Revenue$162,727
Expenses$109,835
Net Income$52,892
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$162,727
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$68,045
Compensation and Service Providers

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
Dan Holst
Title
President
Phone
9529284665
Signed
2019-05-13

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: 15,507.

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

Description: conference expense. Amount: 68,045. Description: administrative expense. Amount: 31,066. Description: bank charges. Amount: 55. Description: survey portal. Amount: 5,339. Description: website. Amount: 726. Description: office supplies. Amount: 37. Description: printing. Amount: 119. Description: technology. Amount: 831. Description: telephone. Amount: 83. Description: credit card charges/fees. Amount: 1,442. Description: professional fees. Amount: 695. Description: insurance. Amount: 1,363. Description: graphics. Amount: 34. Total to form 990-ez, line 16: 109,835.

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

Description: prepaid expenses. Beg. Of year amount: 13,184. End of year amount: 1,157.

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

Description: accounts payable. Beg. Of year amount: 1,490. End of year amount: 1,852.

Raw XML Appendix133 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/BOYAmt0224897
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0290178
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt094000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt052892
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0238081
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0291335
IRS990EZ/GrossReceiptsAmt0162727
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0153
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt018177
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0236591
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0289483
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0236591
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0289483
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/BOYAmt013184
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01157
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0109835
IRS990EZ/OtherRevenueTotalAmt015507
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION & COMMUNICATION
IRS990EZ/ProgramServiceRevenueAmt034890
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/ProgramServiceExpensesAmt068045
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01490
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01852
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0109835
IRS990EZ/TotalProgramServiceExpensesAmt068045
IRS990EZ/TotalRevenueAmt0162727
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ROYALTIES. AMOUNT: 15,507.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONFERENCE EXPENSE. AMOUNT: 68,045. DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 31,066. DESCRIPTION: BANK CHARGES. AMOUNT: 55. DESCRIPTION: SURVEY PORTAL. AMOUNT: 5,339. DESCRIPTION: WEBSITE. AMOUNT: 726. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 37. DESCRIPTION: PRINTING. AMOUNT: 119. DESCRIPTION: TECHNOLOGY. AMOUNT: 831. DESCRIPTION: TELEPHONE. AMOUNT: 83. DESCRIPTION: CREDIT CARD CHARGES/FEES. AMOUNT: 1,442. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 695. DESCRIPTION: INSURANCE. AMOUNT: 1,363. DESCRIPTION: GRAPHICS. AMOUNT: 34. TOTAL TO FORM 990-EZ, LINE 16: 109,835.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 13,184. END OF YEAR AMOUNT: 1,157.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,490. END OF YEAR AMOUNT: 1,852.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN HOLST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09529284665
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
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/AtSubmissionCreationDeviceId0360D91D41C14E3C04060FA59B9EAC67465C84214
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId073C47FB605AFFCDD27032542F984EDE21244699D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.55.242.200
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:26:52
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/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY WALDACK
ReturnHeader/ReturnTs02019-05-15T16:29:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
2018Detailed filing. Detailed filing data is available for this year.$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
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