Civic Intelligence

Independent Insurance Agents of Austin

990EZ • Fiscal year 2018 • EIN 74-1469837

Sep 01, 2017 to Aug 31, 2018 • Filed on Nov 07, 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

1.0%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

47th percentile

0.4%

Faster asset growth than 47% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$279,145

Up $1,038 (+0.4%) from 2017

Net Assets

Up

$279,145

Up $1,038 (+0.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin45th percentile

Revenue

Up

$107,296

Up $16,930 (+19%) from 2017

Expenses

Up

$106,258

Up $3,132 (+3.0%) from 2017

Net Income

Up

$1,038

Up $13,798 (+108%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2018

Assets$279,145
Liabilities$0
Net Assets$279,145
Open 2018 Filing

Operations Trend

Revenue Growth79th 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

2018

Revenue$107,296
Expenses$106,258
Net Income$1,038
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$107,296
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-$106,258
Compensation and Service Providers
Top Officer Pay70th 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
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
George L Valentine CPA
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 board meetings/conferences 285 luncheons & meetings 29,678 insurance 2,145 credit card fees 2,790 postage 645 web page 251 recognition 1,251 young agents 2,030 scholarship 5,041 investment account fees 2,491 bank fees 50 special events 31,927 investment adjustment 3,412 total 86,788”

Raw XML Appendix123 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
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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/BOYAmt0278107
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0279145
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01038
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019470
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0278107
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0279145
IRS990EZ/GrossReceiptsAmt0107296
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06241
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027450
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0278107
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0278107
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0279145
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
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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/OtherExpensesTotalAmt086788
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0INDUSTRY IMPROVEMENT FOR INSURANCE AGENTS
IRS990EZ/ProgramServiceRevenueAmt073605
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE AND ADVANCE THE PUBLIC AWARENESS OF INDEPENDENT INSURANCE AGENTS IN THE AUSTIN AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0106258
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0106258
IRS990EZ/TotalProgramServiceExpensesAmt0106258
IRS990EZ/TotalRevenueAmt0107296
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IIAAUSTIN.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MANAGEMENT DATABASE SOFTWARE 4,792 BOARD MEETINGS/CONFERENCES 285 LUNCHEONS & MEETINGS 29,678 INSURANCE 2,145 CREDIT CARD FEES 2,790 POSTAGE 645 WEB PAGE 251 RECOGNITION 1,251 YOUNG AGENTS 2,030 SCHOLARSHIP 5,041 INVESTMENT ACCOUNT FEES 2,491 BANK FEES 50 SPECIAL EVENTS 31,927 INVESTMENT ADJUSTMENT 3,412 TOTAL 86,788
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PARKER HOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05124016412
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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/AtSubmissionFilingDeviceId031DD575BB512E2ED8C04AD329BBB5EF612451DC3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.48.200.2
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:32:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134310837
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEORGE L VALENTINE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01720 FM 1431
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARBLE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0786544954
ReturnHeader/PreparerPersonGrp/PhoneNum08306937294
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE R SCURLOCK
ReturnHeader/ReturnTs02018-11-15T15:32:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$279,145
Liabilities
$0
Net assets
$279,145
Revenue
$107,296
Expenses
$106,258
Net income
$1,038
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