Civic Intelligence

Independent Insurance Agents

EIN 74-1469837 • 501(c)6 • Austin, TX

Profile

Industry improvement for insurance agents

PO Box 28226Austin, TX 78755

www.iiaaustin.com

Siviq Scores

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

Liabilities / Assets

68th percentile

0.04x

Higher debt load relative to assets than 68% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.14x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

17th percentile

-30%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

43rd percentile

-5.1%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$264,954

Down $14,191 (-5.1%) from 2018

Liabilities

Up

$11,875

Up $11,875 from 2018

Net Assets

Down

$253,079

Down $26,066 (-9.3%) from 2018

Operations
Liabilities / Revenue81st percentileNet Margin17th percentile

Revenue

Down

$85,841

Down $21,455 (-20%) from 2018

Expenses

Up

$111,907

Up $5,649 (+5.3%) from 2018

Net Income

Down

-$26,066

Down $27,104 (-2611%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$300K$200K$100K$0Assets 2012: $277,284Liabilities 2012: $0Net Assets 2012: $277,2842012Assets 2013: $268,293Liabilities 2013: $02013Assets 2014: $291,146Liabilities 2014: $02014Assets 2015: $265,322Liabilities 2015: $02015Assets 2016: $290,867Liabilities 2016: $02016Assets 2017: $278,107Liabilities 2017: $0Net Assets 2017: $278,1072017Assets 2018: $279,145Liabilities 2018: $0Net Assets 2018: $279,1452018Assets 2019: $264,954Liabilities 2019: $11,875Net Assets 2019: $253,0792019

Highlighted filing

2019

Assets$264,954
Liabilities$11,875
Net Assets$253,079
Open 2019 Filing

Operations Trend

Revenue Growth25th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $209,236Expenses 2012: $168,721Net Income 2012: $40,5152012Revenue 2013: $132,925Expenses 2013: $141,916Net Income 2013: -$8,9912013Revenue 2014: $131,902Expenses 2014: $109,049Net Income 2014: $22,8532014Revenue 2015: $77,845Expenses 2015: $103,669Net Income 2015: -$25,8242015Revenue 2016: $94,172Expenses 2016: $68,627Net Income 2016: $25,5452016Revenue 2017: $90,366Expenses 2017: $103,126Net Income 2017: -$12,7602017Revenue 2018: $107,296Expenses 2018: $106,258Net Income 2018: $1,0382018Revenue 2019: $85,841Expenses 2019: $111,907Net Income 2019: -$26,0662019

Highlighted filing

2019

Revenue$85,841
Expenses$111,907
Net Income-$26,066
Open 2019 Filing

Filings

Most recent year

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

Open filing
Assets
$264,954
Liabilities
$11,875
Net assets
$253,079
Revenue
$85,841
Expenses
$111,907
Net income
-$26,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$2.65$0.12$2.53$0.86$1.12$0.26
2018Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$1.07$1.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.90$1.03$0.13
2016Summary only. Only limited summary data is available for this year.$2.91$0.00$0.94$0.69$0.26
2015Summary only. Only limited summary data is available for this year.$2.65$0.00$0.78$1.04$0.26
2014Summary only. Only limited summary data is available for this year.$2.91$0.00$1.32$1.09$0.23
2013Summary only. Only limited summary data is available for this year.$2.68$0.00$1.33$1.42$0.09
2012Summary only. Only limited summary data is available for this year.$2.77$0.00$2.77$2.09$1.69$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Mar 19, 2020
Return Version
2018v3.2
Gross Receipts
$85,841
Mission and Program Overview

Mission

Industry improvement for insurance agents

Program Services

DescriptionGrantsExpenses
TO PROMOTE AND ADVANCE THE PUBLIC AWARENESS OF INDEPENDENT INSURANCE AGENTS IN THE AUSTIN AREA-$111,907
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PARKER HOLTPresident-$0--
KELLY SURLESPresident El-$0--
BILLY CROCKERImmediate Pa-$0--
ANDY WEBBVice Preside-$0--
KIM KIESCHNICKExec Dir/Sec-$0--
JASON MCKINLEYDirector-$0--
CHRIS AGNESSDirector-$0--
BONNIE LOVEDirector-$0--
TYLER SPEARSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents
EIN
74-1469837
Phone
5124016412
Address
PO BOX 28226, AUSTIN, TX 78755

Signing Officer

Name
Parker Holt
Title
President
Phone
5124016412
Signed
2020-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Valentine & Associates Cpas Pllc
Address
1720 FM 1431, MARBLE FALLS, TX 78654-4954
Preparer
Joe R Scurlock
Phone
8306937294
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses management database software 4,792 food & venue 30,462 holiday luncheon 3,101 misc. 559 speaker gifts 281 scholarship venue & food 17,477 insurance 2,229 bank fees 60 credit card fees 3,243 investment account fees 2,423 postage & supplies 476 misc. Filing fees 7 dsa 14 pp/pa/csr/ya of the year 1,160 scholarship 5,052 charitable gifts 10,000 prizes 3,180 signs 1,549 web fees 107 young insurance professio 4,830 total 91,002”

Form 990-ez, Part II, Line 26

“UNEARNED INCOME 0 11,875”

Raw XML Appendix127 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM KIESCHNICK
IRS990EZ/BooksInCareOfDetail/PhoneNum05124016412
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 28226
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078755
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0279145
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0264954
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-26066
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020905
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0279145
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0264954
IRS990EZ/GrossReceiptsAmt085841
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011606
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023575
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0279145
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0253079
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0279145
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0253079
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PARKER HOLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY SURLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILLY CROCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDY WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM KIESCHNICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JASON MCKINLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRIS AGNESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BONNIE LOVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TYLER SPEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXEC DIR/SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt091002
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0INDUSTRY IMPROVEMENT FOR INSURANCE AGENTS
IRS990EZ/ProgramServiceRevenueAmt050660
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE AND ADVANCE THE PUBLIC AWARENESS OF INDEPENDENT INSURANCE AGENTS IN THE AUSTIN AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0111907
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011875
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111907
IRS990EZ/TotalProgramServiceExpensesAmt0111907
IRS990EZ/TotalRevenueAmt085841
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IIAAUSTIN.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MANAGEMENT DATABASE SOFTWARE 4,792 FOOD & VENUE 30,462 HOLIDAY LUNCHEON 3,101 MISC. 559 SPEAKER GIFTS 281 SCHOLARSHIP VENUE & FOOD 17,477 INSURANCE 2,229 BANK FEES 60 CREDIT CARD FEES 3,243 INVESTMENT ACCOUNT FEES 2,423 POSTAGE & SUPPLIES 476 MISC. FILING FEES 7 DSA 14 PP/PA/CSR/YA OF THE YEAR 1,160 SCHOLARSHIP 5,052 CHARITABLE GIFTS 10,000 PRIZES 3,180 SIGNS 1,549 WEB FEES 107 YOUNG INSURANCE PROFESSIO 4,830 TOTAL 91,002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNEARNED INCOME 0 11,875
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PARKER HOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05124016412
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT INSURANCE AGENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF AUSTIN
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0741469837
ReturnHeader/Filer/PhoneNum05124016412
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 28226
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078755
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D5DB0A90D3D4E1A57BA9DDD20F89F739BFEFE883
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId031DD575BB512E2ED8C04AD329BBB5EF612451DC3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.87.19.148
ReturnHeader/FilingSecurityInformation/IPDt02020-03-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:48:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134310837
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VALENTINE & ASSOCIATES CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01720 FM 1431
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARBLE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0786544954
ReturnHeader/PreparerPersonGrp/PhoneNum08306937294
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE R SCURLOCK
ReturnHeader/ReturnTs02020-03-19T08:48:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

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