Civic Intelligence

Independent Agents Association Executives Inc

990 • Fiscal year 2019 • EIN 58-2004363

Jan 01, 2019 to Dec 31, 2019 • Filed on May 19, 2020

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

50th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

52nd percentile

0.01x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

59th percentile

7.3%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

26%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$312,585

Up $21,250 (+7.3%) from 2018

Net Assets

Up

$311,552

Up $22,069 (+7.6%) from 2018

Liabilities

Down

$1,033

Down $819 (-44%) from 2018

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin69th percentile

Revenue

Up

$205,662

Up $42,935 (+26%) from 2018

Expenses

Up

$183,593

Up $73,758 (+67%) from 2018

Net Income

Down

$22,069

Down $30,823 (-58%) from 2018

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

2019

Assets$312,585
Liabilities$1,033
Net Assets$311,552
Open 2019 Filing

Operations Trend

Revenue Growth84th 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

2019

Revenue$205,662
Expenses$183,593
Net Income$22,069
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 19, 2020
Return Version
2019v5.1
Gross Receipts
$205,662
Mission and Program Overview

Mission

Education & communication

To enhance the ability of its members to professionally manage the affairs of the associations they represent.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$290,178$296,325▲ $6,147
Prepaid Expenses and Deferred Charges$1,157$16,260▲ $15,103
Total Assets$291,335$312,585▲ $21,250
Liabilities
Accounts Payable and Accrued Expenses$1,852$1,033▼ $819
Total Liabilities$1,852$1,033▼ $819
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$289,483$311,552▲ $22,069
Total Net Assets Fund Balance$289,483$311,552▲ $22,069
Total Liabilities and Net Assets / Fund Balance$291,335$312,585▲ $21,250
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Aubie KnightPast President
Frank SheppardPresident
Denise JohnsonPresident Elect
Clinton GrahamSecretary
Lisa LounsburyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$134,500
Program Service Revenue
$57,001
Investment Income
$225
Other Revenue
$13,936
All Other Contributions
$134,500
Change in Net Assets
$22,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$183,593
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$135,346
Fees for Services Management---$35,810
Information Technology---$1,915
Insurance---$1,401
Fees for Services Accounting---$680
Office Expenses---$202
Other Expenses---$81
Fees for Services Legal---$15
All Other Expenses---$8
Total Functional Expenses$0$0$0$183,593
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
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Independent agents association executives, inc. Has delegated day to day management of the organization's affairs to the harrington company, a professional business and trade association management company.”

Form 990, Part VI, Section A, Line 6

“The organization is a membership association.”

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

“The election of the officers of this association shall take place at the annual meeting. At least (120) days before the annual meeting the president shall appoint a nominating committee to consist of the three most recently serving presidents of the association. The chairman of the nominating committee will be the then-serving immediate past president. Should any of the tree most recently serving presidents of the association not be in a position to serve, the vacancy will be filled by an appointment by the president. A report of the nominating committee will be presented at the annual meetng. Nominations in addition to those made in accordance with this article may be made at the annual meeting. The officers of this association shall be elected at each annual meeting by majority vote of those members present and voting, and shall serve until the next annual meeting.”

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

“The board reviews the form 990 prior to filing with the irs.”

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

“Any possible conflict of interest will be disclosed and made a matter of record when the interest becomes subject to and requires some action.”

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

“The board of directors annually reviews the management contract. Industry guides are utililzed in the discussion.”

Form 990, Part VI, Section C, Line 19

“All documents are available at the association's offices upon request.”

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
Lisa Lounsbury
Title
Treasurer
Phone
9529284665
Signed
2020-05-19

Organization Details

Principal Officer
Lisa Lounsbury
Formed
1992
Legal Domicile
Mn
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
10

Preparer

Firm
Smith Schafer & Associates Ltd
Address
7500 HIGHWAY 55 SUITE 350, MINNEAPOLIS, MN 55427
Preparer
Nancy Waldack
Phone
9529201455
Raw XML Appendix308 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDEPENDENT AGENTS ASSOCIATION EXECUTIVES, INC. HAS DELEGATED DAY TO DAY MANAGEMENT OF THE ORGANIZATION'S AFFAIRS TO THE HARRINGTON COMPANY, A PROFESSIONAL BUSINESS AND TRADE ASSOCIATION MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A MEMBERSHIP ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ELECTION OF THE OFFICERS OF THIS ASSOCIATION SHALL TAKE PLACE AT THE ANNUAL MEETING. AT LEAST (120) DAYS BEFORE THE ANNUAL MEETING THE PRESIDENT SHALL APPOINT A NOMINATING COMMITTEE TO CONSIST OF THE THREE MOST RECENTLY SERVING PRESIDENTS OF THE ASSOCIATION. THE CHAIRMAN OF THE NOMINATING COMMITTEE WILL BE THE THEN-SERVING IMMEDIATE PAST PRESIDENT. SHOULD ANY OF THE TREE MOST RECENTLY SERVING PRESIDENTS OF THE ASSOCIATION NOT BE IN A POSITION TO SERVE, THE VACANCY WILL BE FILLED BY AN APPOINTMENT BY THE PRESIDENT. A REPORT OF THE NOMINATING COMMITTEE WILL BE PRESENTED AT THE ANNUAL MEETNG. NOMINATIONS IN ADDITION TO THOSE MADE IN ACCORDANCE WITH THIS ARTICLE MAY BE MADE AT THE ANNUAL MEETING. THE OFFICERS OF THIS ASSOCIATION SHALL BE ELECTED AT EACH ANNUAL MEETING BY MAJORITY VOTE OF THOSE MEMBERS PRESENT AND VOTING, AND SHALL SERVE UNTIL THE NEXT ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS THE FORM 990 PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY POSSIBLE CONFLICT OF INTEREST WILL BE DISCLOSED AND MADE A MATTER OF RECORD WHEN THE INTEREST BECOMES SUBJECT TO AND REQUIRES SOME ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE MANAGEMENT CONTRACT. INDUSTRY GUIDES ARE UTILILZED IN THE DISCUSSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL DOCUMENTS ARE AVAILABLE AT THE ASSOCIATION'S OFFICES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxExemptBondsInd00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04248 PARK GLEN RD
IRS990/USAddress/CityNm0MINNEAPOLIS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055416
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA LOUNSBURY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09529284665
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-19
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/AtSubmissionCreationDeviceId04D4EFDF4EDDF25E0866EC8FF4481A75A89911ED0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00CD88BA3DA667B2B2A2C07563449B9225359230E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.100.237.20
ReturnHeader/FilingSecurityInformation/IPDt02020-05-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:26:49
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/PreparationDt02020-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY WALDACK
ReturnHeader/ReturnTs02020-05-22T12:00:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$312,585
Liabilities
$1,033
Net assets
$311,552
Revenue
$205,662
Expenses
$183,593
Net income
$22,069
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
2019Detailed filing. Detailed filing data is available for this year.$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
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