Civic Intelligence

Jackson Association of Insurance

EIN 64-6025324 • 501(c)4 • Ridgeland, MS

Profile

Association of life insurance underwriters

1000 Highland Col Pkwy 5203 NoRidgeland, MS 39157

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-72067%

Higher net margin than 1% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-45%

Faster asset growth than 17% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$15,744

Down $12,972 (-45%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$15,744

Down $12,972 (-45%) from 2020

Operations
Liabilities / Revenue61st percentileNet Margin1st percentile

Revenue

Down

$18

Down $10,723 (-100%) from 2020

Expenses

Down

$12,990

Down $1,149 (-8.1%) from 2020

Net Income

Down

-$12,972

Down $9,574 (-282%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $37,536Liabilities 2011: $0Net Assets 2011: $37,5362011Assets 2012: $34,641Liabilities 2012: $0Net Assets 2012: $34,6412012Assets 2013: $29,248Liabilities 2013: $0Net Assets 2013: $29,2482013Assets 2014: $27,335Liabilities 2014: $0Net Assets 2014: $27,3352014Assets 2015: $22,110Liabilities 2015: $0Net Assets 2015: $22,1102015Assets 2016: $1,360Liabilities 2016: $0Net Assets 2016: $1,3602016Assets 2017: $21,912Liabilities 2017: $0Net Assets 2017: $21,9122017Assets 2018: $21,844Liabilities 2018: $0Net Assets 2018: $21,8442018Assets 2019: $32,114Liabilities 2019: $0Net Assets 2019: $32,1142019Assets 2020: $28,716Liabilities 2020: $0Net Assets 2020: $28,7162020Assets 2021: $15,744Liabilities 2021: $0Net Assets 2021: $15,7442021

Highlighted filing

2021

Assets$15,744
Liabilities$0
Net Assets$15,744
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $39,791Expenses 2011: $42,155Net Income 2011: -$2,3642011Revenue 2012: $26,929Expenses 2012: $29,824Net Income 2012: -$2,8952012Revenue 2013: $33,106Expenses 2013: $38,499Net Income 2013: -$5,3932013Revenue 2014: $47,650Expenses 2014: $49,563Net Income 2014: -$1,9132014Revenue 2015: $49,755Expenses 2015: $54,980Net Income 2015: -$5,2252015Revenue 2016: $22,906Expenses 2016: $23,191Net Income 2016: -$2852016Revenue 2017: $20,806Expenses 2017: $20,767Net Income 2017: $392017Revenue 2018: $19,957Expenses 2018: $20,025Net Income 2018: -$682018Revenue 2019: $24,735Expenses 2019: $14,465Net Income 2019: $10,2702019Revenue 2020: $10,741Expenses 2020: $14,139Net Income 2020: -$3,3982020Revenue 2021: $18Expenses 2021: $12,990Net Income 2021: -$12,9722021

Highlighted filing

2021

Revenue$18
Expenses$12,990
Net Income-$12,972
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,744
Liabilities
$0
Net assets
$15,744
Revenue
$18
Expenses
$12,990
Net income
-$12,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.02$13.0$13.0
2020Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$10.7$14.1$3.40
2019Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$24.7$14.5$10.3
2018Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$20.0$20.0$0.07
2017Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$20.8$20.8$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$22.9$23.2$0.29
2015Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$49.8$55.0$5.23
2014Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$47.7$49.6$1.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.2$0.00$29.2$33.1$38.5$5.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.6$0.00$34.6$26.9$29.8$2.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.5$0.00$37.5$39.8$42.2$2.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 6, 2022
Return Version
2020v4.2
Gross Receipts
$18
Mission and Program Overview

Mission

Association of life insurance underwriters

Program Services

DescriptionGrantsExpenses
PROVIDES SEMINARS, SPEAKERS AND GENERAL SERVICES FOR LIFE UNDERWRITERS IN THE JACKSON, MISSISSIPPI AREA.$0$12,990
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE OWENPresident-$0--
DEMETRIUS BRYANT SRVice President-$0--
JERRY BREWERSecretary/Treasurer-$0--
JACK CURTISNational Committeeman-$0--
AMY MORRISExecutive Director-$0--
MORRIS ARMSTRONGImmediate Past President-$0--
LUCKY LANGSTONPresident Elect-$0--
Filing and Contact Details

Filer

Filer Name
Jackson Association of Insurance
EIN
64-6025324
Phone
6014274737
Address
1000 HIGHLAND COL PKWY 5203 NO, RIDGELAND, MS 39157

Signing Officer

Name
Lee Owen
Title
President
Phone
6014274737
Signed
2022-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Harper Rains Knight & Company Pa
Address
1052 HIGHLAND COLONY PKWY STE 100, RIDGELAND, MS 39157
Preparer
Joey Katool CPA
Phone
6016050722
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 18.”

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

“Description: conventions. Amount: 743. Description: meals for conventions/seminars. Amount: 607. Description: bank service charges. Amount: 24. Description: transfer to related organization 501(c)6 ein - 64-0411545. Amount: 11,616. Total to form 990-ez, line 16: 12,990.”

Raw XML Appendix136 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/BusinessNameLine1Txt0AMY MORRIS
IRS990EZ/BooksInCareOfDetail/PhoneNum06014274737
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 HIGHLAND COLONY PKWY STE 5203
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0NO 245
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RIDGELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd039157
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028716
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015744
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-12972
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028716
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015744
IRS990EZ/GrossReceiptsAmt018
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028716
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015744
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028716
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015744
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEE OWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEMETRIUS BRYANT SR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERRY BREWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACK CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MORRIS ARMSTRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LUCKY LANGSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3NATIONAL COMMITTEEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT ELECT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012990
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ASSOCIATION OF LIFE INSURANCE UNDERWRITERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES SEMINARS, SPEAKERS AND GENERAL SERVICES FOR LIFE UNDERWRITERS IN THE JACKSON, MISSISSIPPI AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012990
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012990
IRS990EZ/TotalProgramServiceExpensesAmt012990
IRS990EZ/TotalRevenueAmt018
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 18.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONVENTIONS. AMOUNT: 743. DESCRIPTION: MEALS FOR CONVENTIONS/SEMINARS. AMOUNT: 607. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 24. DESCRIPTION: TRANSFER TO RELATED ORGANIZATION 501(C)6 EIN - 64-0411545. AMOUNT: 11,616. TOTAL TO FORM 990-EZ, LINE 16: 12,990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE OWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06014274737
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACKSON ASSOCIATION OF INSURANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND FINANCIAL ADVISORS
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0646025324
ReturnHeader/Filer/PhoneNum06014274737
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 HIGHLAND COL PKWY 5203 NO
ReturnHeader/Filer/USAddress/CityNm0RIDGELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039157
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640809101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARPER RAINS KNIGHT & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01052 HIGHLAND COLONY PKWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIDGELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039157
ReturnHeader/PreparerPersonGrp/PhoneNum06016050722
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEY KATOOL CPA
ReturnHeader/ReturnTs02022-04-01T12:20:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OWEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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