Liabilities / Assets
54th percentile
Higher debt load relative to assets than 54% of similar nonprofits.
Independent Agents Association Executives Inc
990EZ • Fiscal year 2020 • EIN 58-2004363
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
63rd percentile
Higher debt load relative to revenue than 63% of similar nonprofits.
Net Margin
90th percentile
Higher net margin than 90% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
69th percentile
Faster asset growth than 69% of similar nonprofits.
Revenue Growth
25th percentile
Faster revenue growth than 25% of similar nonprofits.
Balance Sheet
Assets
Flat$360,758
Flat from 2020
Net Assets
$356,678
No earlier filing loaded for comparison.
Liabilities
Flat$4,080
Flat from 2020
Revenue And Expenses
Revenue
Flat$113,174
Flat from 2020
Expenses
Flat$68,048
Flat from 2020
Net Income
Flat$45,126
Flat from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Oct 1, 2021
- Return Version
- 2020v4.1
- Gross Receipts
- $113,174
Mission and Program Overview
Mission
Education & communication
Program Services
| Description | Grants | Expenses |
|---|---|---|
| CONVENTION: ANNUAL MEETING PROVIDING SPECIALIZED EDUCATION MEMBERS, COMMUNICATION TO AND WITH AGENTS' NATIONAL ORG. AND EXCHANGE OF IDEAS AMONG MEMBERS. | $0 | $5,778 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CLINTON GRAHAM | President Elect | - | $0 | - | - |
| LISA LOUNSBURY | Secretary | - | $0 | - | - |
| FRANK SHEPPARD | Past President | - | $0 | - | - |
| DENISE JOHNSON | President | - | $0 | - | - |
| PHIL LACKMAN | Treasurer | - | $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
- Lisa Lounsbury
- Title
- Treasurer
- Phone
- 9529284665
- Signed
- 2021-10-01
Preparer
- Firm
- Smith Schafer & Associates Ltd
- Address
- 7500 HIGHWAY 55 SUITE 350, MINNEAPOLIS, MN 55427
- Preparer
- Adam Kellerhals
- 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: 13,435.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: information technology. Amount: 2,389. Description: conferences. Amount: 6,778. Description: survey portal. Amount: 16. Description: office supplies. Amount: 28. Description: printing. Amount: 15. Description: telephone. Amount: 11. Description: credit card charges/fees. Amount: 1,927. Description: insurance. Amount: 2,769. Description: group gtm/gtw. Amount: 19,343. Description: postage. Amount: 5. Description: miscellaneous. Amount: 140. Total to form 990-ez, line 16: 33,421.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: prepaid expenses. Beg. Of year amount: 16,260. End of year amount: 16,200. Description: prepaid expenses-conference. Beg. Of year amount: 0. End of year amount: 6,200.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 1,033. End of year amount: 4,080.”
Raw XML Appendix139 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | HARRINGTON COMPANY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9529284665 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4248 PARK GLEN ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MINNEAPOLIS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 55416 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 296325 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 338358 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 64500 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 45126 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 34627 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 312585 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 360758 |
| IRS990EZ/GrossReceiptsAmt | 0 | 113174 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 153 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 17675 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 311552 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 356678 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 311552 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 356678 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CLINTON GRAHAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | LISA LOUNSBURY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | FRANK SHEPPARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | DENISE JOHNSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | PHIL LACKMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 16260 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 22400 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 33421 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 13435 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATION & COMMUNICATION |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 17411 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CONVENTION: ANNUAL MEETING PROVIDING SPECIALIZED EDUCATION MEMBERS, COMMUNICATION TO AND WITH AGENTS' NATIONAL ORG. AND EXCHANGE OF IDEAS AMONG MEMBERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 5778 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1033 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 4080 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 68048 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 5778 |
| IRS990EZ/TotalRevenueAmt | 0 | 113174 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 153. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ROYALTIES. AMOUNT: 13,435. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,389. DESCRIPTION: CONFERENCES. AMOUNT: 6,778. DESCRIPTION: SURVEY PORTAL. AMOUNT: 16. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 28. DESCRIPTION: PRINTING. AMOUNT: 15. DESCRIPTION: TELEPHONE. AMOUNT: 11. DESCRIPTION: CREDIT CARD CHARGES/FEES. AMOUNT: 1,927. DESCRIPTION: INSURANCE. AMOUNT: 2,769. DESCRIPTION: GROUP GTM/GTW. AMOUNT: 19,343. DESCRIPTION: POSTAGE. AMOUNT: 5. DESCRIPTION: MISCELLANEOUS. AMOUNT: 140. TOTAL TO FORM 990-EZ, LINE 16: 33,421. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 16,260. END OF YEAR AMOUNT: 16,200. DESCRIPTION: PREPAID EXPENSES-CONFERENCE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,033. END OF YEAR AMOUNT: 4,080. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LISA LOUNSBURY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9529284665 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-10-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | INDEPENDENT AGENTS ASSOCIATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | EXECUTIVES INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INDE |
| ReturnHeader/Filer/EIN | 0 | 582004363 |
| ReturnHeader/Filer/PhoneNum | 0 | 9529284665 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4248 PARK GLEN RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MINNEAPOLIS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 55416 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 411489071 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SMITH SCHAFER & ASSOCIATES LTD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7500 HIGHWAY 55 SUITE 350 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MINNEAPOLIS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 55427 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9529201455 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-10-01 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ADAM KELLERHALS |
| ReturnHeader/ReturnTs | 0 | 2021-10-01T14:59:16-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | LISA |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | LOUNSBURY |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $360,758
- Liabilities
- $4,080
- Net assets
- $356,678
- Revenue
- $113,174
- Expenses
- $68,048
- Net income
- $45,126