Civic Intelligence

Independent Insurance Agents of Austin

990EZ • Fiscal year 2017 • EIN 74-1469837

Sep 01, 2016 to Aug 31, 2017 • Filed on Oct 31, 2017

Organization ProfileWWW.IIAAUSTIN.COM
PO Box 28226Austin, TX 78755

(512) 401-6412

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-4.4%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-4.0%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$278,107

Down $12,760 (-4.4%) from 2016

Net Assets

$278,107

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin17th percentile

Revenue

Down

$90,366

Down $3,806 (-4.0%) from 2016

Expenses

Up

$103,126

Up $34,499 (+50%) from 2016

Net Income

Down

-$12,760

Down $38,305 (-150%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$278,107
Liabilities$0
Net Assets$278,107
Open 2017 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$90,366
Expenses$103,126
Net Income-$12,760
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$90,366
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-$103,126
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILLY CROCKERPresident-$0--
PARKER HOLTPresident El-$0--
WILLIAM PAGEImmed Past P-$0--
KELLY LYTTLEVice Preside-$0--
KIM KIESCHNICKExec Dir/Sec-$0--
JASON MCKINLEYDirector-$0--
DAVE PEREZDirector-$0--
ANDY WEBBDirector-$0--
MICHAEL BRUNSDirector-$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
Kim Kieschnick
Title
Exec Dir/sec/treas
Phone
5124016412
Signed
2017-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Joe R Scurlock CPA Pc
Address
595 ROUND ROCK WEST DR STE 402, ROUND ROCK, TX 78681
Preparer
Joe R Scurlock CPA
Phone
5122555575
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses management database software 6,762 board meetings/conferences 658 luncheons & meetings 32,303 insurance 2,302 credit card fees 2,448 postage 157 web page 236 recognition 1,737 big i day 28,853 young agents 3,150 scholarship 5,041 total 83,647”

Raw XML Appendix118 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/BOYAmt0290867
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0278107
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12760
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019479
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0290867
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0278107
IRS990EZ/GrossReceiptsAmt090366
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08820
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026781
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0290867
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0278107
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0290867
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0278107
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/PersonNm0BILLY CROCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PARKER HOLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM PAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY LYTTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM KIESCHNICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JASON MCKINLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVE PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANDY WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL BRUNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMED PAST P
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/OtherExpensesTotalAmt083647
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0INDUSTRY IMPROVEMENT FOR INSURANCE AGENTS
IRS990EZ/ProgramServiceRevenueAmt054765
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE AND ADVANCE THE PUBLIC AWARENESS OF INDEPENDENT INSURANCE AGENTS IN THE AUSTIN AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0103126
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0103126
IRS990EZ/TotalProgramServiceExpensesAmt0103126
IRS990EZ/TotalRevenueAmt090366
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IIAAUSTIN.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MANAGEMENT DATABASE SOFTWARE 6,762 BOARD MEETINGS/CONFERENCES 658 LUNCHEONS & MEETINGS 32,303 INSURANCE 2,302 CREDIT CARD FEES 2,448 POSTAGE 157 WEB PAGE 236 RECOGNITION 1,737 BIG I DAY 28,853 YOUNG AGENTS 3,150 SCHOLARSHIP 5,041 TOTAL 83,647
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM KIESCHNICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIR/SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum05124016412
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
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/AtSubmissionCreationDeviceId09BFEE36DE46B3DD274C724C946945CCB46AB5572
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07E75B01C3F043825D72ABD30E017A1FE2BEC8B7D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742691168
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOE R SCURLOCK CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0595 ROUND ROCK WEST DR STE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROUND ROCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078681
ReturnHeader/PreparerPersonGrp/PhoneNum05122555575
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE R SCURLOCK CPA
ReturnHeader/ReturnTs02017-10-31T09:56:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$278,107
Liabilities
$0
Net assets
$278,107
Revenue
$90,366
Expenses
$103,126
Net income
-$12,760
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