Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Pinellas Association of Insurance
EIN 59-1966136 • 501(c)6 • St Petersburg, FL
Profile
The pinellas association of insurance agents is committed to promoting the independent agency system. Through its affiliation with the florida association of insurance agents and the independent insurance agents & brokers of america, it provides educational resources to promote professionalism among its members and aid the members in better serving the needs of the client.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
51st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
96th percentile
Faster asset growth than 96% of similar nonprofits.
Revenue Growth
97th percentile
Faster revenue growth than 97% of similar nonprofits.
Balance Sheet
Assets
Up$39,655
Up $20,995 (+113%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
$39,655
No earlier filing loaded for comparison.
Revenue
Up$36,740
Up $24,179 (+192%) from 2023
Expenses
Down$15,745
Down $26,420 (-63%) from 2023
Net Income
Up$20,995
Up $50,599 (+171%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $39,655
- Liabilities
- $0
- Net assets
- $39,655
- Revenue
- $36,740
- Expenses
- $15,745
- Net income
- $20,995
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2023 to Aug 31, 2024
- Signed
- Jun 3, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $50,277
Mission and Program Overview
Mission
The pinellas association of insurance agents is committed to promoting the independent agency system. Through its affiliation with the florida association of insurance agents and the independent insurance agents & brokers of america, it provides educational resources to promote professionalism among its members and aid the members in better serving the needs of the client.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Promoting the independent agency system, providing educational resources and promoting professionalism among its members in order to aid the members in better serving the needs of the client. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Francisco Montijo | President | - | $0 | - | - |
| Craig Balco | Past President | - | $0 | - | - |
| Brian Ford | Past President | - | $0 | - | - |
| LeeAnn Dugan | Board Member | - | $0 | - | - |
| Brittni Lynch | Board Member | - | $0 | - | - |
| Katie O'Neil | Board Member | - | $0 | - | - |
| Summer Ray Williams | Board Member | - | $0 | - | - |
| Lindsey Shank | Executive Director | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fishing Tournaments | $46,758 | $46,758 | $13,537 | $33,221 |
| Total Events | $46,758 | $46,758 | $13,537 | $33,221 |
Filing and Contact Details
Filer
- Filer Name
- Pinellas Association of Insurance
- EIN
- 59-1966136
- Phone
- 7273102953
- Address
- 970 Lake Carillon Dr 200, St Petersburg, FL 33716
Signing Officer
- Name
- Lindsey Shank
- Title
- Executive Director
- Phone
- 7273102953
- Signed
- 2025-06-03
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Sorren Inc
- Address
- 877 Executive Center Dr W Suite 100, St Petersburg, FL 33702
- Preparer
- WG Spoor II CPA
- Phone
- 7278889200
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity Classification: Contribution. Grantee Name: The Kind Mouse. Amount Given: 1,030.”
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity Classification: Contribution. Grantee Name: FSU RMI Scholarship. Amount Given: 5,000.”
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity Classification: Contribution. Grantee Name: FAIA - local board donation. Amount Given: 200. Total included on Form 990-EZ, line 10: 6,230.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: Bank Charges. Amount: 155. Description: Other General & Admin. Amount: 2,340. Description: Office Expenses. Amount: 1,320. Description: Meeting Expenses. Amount: 2,343. Description: Insurance. Amount: 1,107. Total to Form 990-EZ, line 16: 7,265.”
Raw XML Appendix151 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 | Lindsey Shank |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7273102953 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 970 Lake Carillon Dr 200 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | St Petersburg |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33716 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 18660 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 39655 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3519 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 20995 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 18660 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 39655 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 46758 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 6230 |
| IRS990EZ/GrossReceiptsAmt | 0 | 50277 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 18660 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 39655 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 18660 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 39655 |
| 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/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| 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/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 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/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 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/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Francisco Montijo |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Craig Balco |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Brian Ford |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LeeAnn Dugan |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Brittni Lynch |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Katie O'Neil |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Summer Ray Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Lindsey Shank |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Executive Director |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7265 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The Pinellas Association of Insurance Agents is committed to promoting the Independent Agency System. Through its affiliation with the Florida Association of Insurance Agents and the Independent Insurance Agents & Brokers of America, it provides educational resources to promote professionalism among its members and aid the members in better serving the needs of the client. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Promoting the independent agency system, providing educational resources and promoting professionalism among its members in order to aid the members in better serving the needs of the client. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 2250 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 13537 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 33221 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 15745 |
| IRS990EZ/TotalRevenueAmt | 0 | 36740 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.paiafl.com |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 13537 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Fishing Tournaments |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 46758 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 46758 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 46758 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 46758 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 33221 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 13537 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 13537 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Activity Classification: Contribution. Grantee Name: The Kind Mouse. Amount Given: 1,030. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity Classification: Contribution. Grantee Name: FSU RMI Scholarship. Amount Given: 5,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Activity Classification: Contribution. Grantee Name: FAIA - local board donation. Amount Given: 200. Total included on Form 990-EZ, line 10: 6,230. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: Bank Charges. Amount: 155. Description: Other General & Admin. Amount: 2,340. Description: Office Expenses. Amount: 1,320. Description: Meeting Expenses. Amount: 2,343. Description: Insurance. Amount: 1,107. Total to Form 990-EZ, line 16: 7,265. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| 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/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Lindsey Shank |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7273102953 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-06-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Pinellas Association of Insurance |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Agents Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PINE |
| ReturnHeader/Filer/EIN | 0 | 591966136 |
| ReturnHeader/Filer/PhoneNum | 0 | 7273102953 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 970 Lake Carillon Dr 200 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | St Petersburg |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33716 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 934792291 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Sorren Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 877 Executive Center Dr W Suite 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | St Petersburg |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 33702 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7278889200 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-06-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WG Spoor II CPA |
| ReturnHeader/ReturnTs | 0 | 2025-06-11T12:57:30-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-08-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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