Civic Intelligence

Independent Insurance Agents Association

990 • Fiscal year 2019 • EIN 81-0212279

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 05, 2020

Organization ProfileWWW.IIAMT.ORG
3131 Dredge DriveHelena, MT 59601

(406) 442-9555

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

22nd percentile

0.03x

Higher debt load relative to revenue than 22% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Net Margin

31st percentile

-0.2%

Higher net margin than 31% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

28th percentile

$66,806

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 37.5% of source-year revenue.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Asset Growth

47th percentile

4.5%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

18%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,235,471

Up $53,623 (+4.5%) from 2018

Net Assets

Up

$1,230,586

Up $53,252 (+4.5%) from 2018

Liabilities

Up

$4,885

Up $371 (+8.2%) from 2018

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin31st percentile

Revenue

Up

$178,329

Up $26,780 (+18%) from 2018

Expenses

Up

$178,721

Up $38,461 (+27%) from 2018

Net Income

Down

-$392

Down $11,681 (-103%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,263,942Liabilities 2011: $22,503Net Assets 2011: $1,241,4392011Assets 2012: $1,186,126Liabilities 2012: $20,946Net Assets 2012: $1,165,1802012Assets 2013: $1,234,045Liabilities 2013: $14,695Net Assets 2013: $1,219,3502013Assets 2014: $1,360,091Liabilities 2014: $0Net Assets 2014: $1,360,0912014Assets 2015: $1,272,443Liabilities 2015: $0Net Assets 2015: $1,272,4432015Assets 2016: $1,230,427Liabilities 2016: $0Net Assets 2016: $1,230,4272016Assets 2017: $1,185,119Liabilities 2017: $389Net Assets 2017: $1,184,7302017Assets 2018: $1,181,848Liabilities 2018: $4,514Net Assets 2018: $1,177,3342018Assets 2019: $1,235,471Liabilities 2019: $4,885Net Assets 2019: $1,230,5862019Assets 2020: $1,288,548Liabilities 2020: $76,938Net Assets 2020: $1,211,6102020Assets 2021: $1,367,262Liabilities 2021: $78,526Net Assets 2021: $1,288,7362021Assets 2022: $1,298,262Liabilities 2022: $74,960Net Assets 2022: $1,223,3022022Assets 2023: $1,356,193Liabilities 2023: $79,207Net Assets 2023: $1,276,9862023

Highlighted filing

2019

Assets$1,235,471
Liabilities$4,885
Net Assets$1,230,586
Open 2019 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2011: $109,5582011Expenses 2012: $298,3992012Expenses 2013: $202,6642013Revenue 2014: $264,804Expenses 2014: $356,800Net Income 2014: -$91,9962014Revenue 2015: $191,171Expenses 2015: $261,230Net Income 2015: -$70,0592015Revenue 2016: $238,378Expenses 2016: $266,109Net Income 2016: -$27,7312016Revenue 2017: $203,969Expenses 2017: $273,761Net Income 2017: -$69,7922017Revenue 2018: $151,549Expenses 2018: $140,260Net Income 2018: $11,2892018Revenue 2019: $178,329Expenses 2019: $178,721Net Income 2019: -$3922019Revenue 2020: $166,347Expenses 2020: $179,422Net Income 2020: -$13,0752020Revenue 2021: $342,717Expenses 2021: $327,709Net Income 2021: $15,0082021Revenue 2022: $315,869Expenses 2022: $322,223Net Income 2022: -$6,3542022Revenue 2023: $301,162Expenses 2023: $266,008Net Income 2023: $35,1542023

Highlighted filing

2019

Revenue$178,329
Expenses$178,721
Net Income-$392
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 5, 2020
Return Version
2019v5.1
Gross Receipts
$400,219
Mission and Program Overview

Mission

Provide products and services to members, provide legislative and regulatory advocacy, communicate with members in regards to the insurance industry and developments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$615,361$719,467▲ $104,106
Land, Buildings, and Equipment, Net$438,731$426,893▼ $11,838
Savings and Temporary Cash Investments$119,113$82,111▼ $37,002
Prepaid Expenses and Deferred Charges$7,000$7,000→ $0
Accounts Receivable$1,643$0▼ $1,643
Total Assets$1,181,848$1,235,471▲ $53,623
Liabilities
Accounts Payable and Accrued Expenses$4,514$2,885▼ $1,629
Deferred Revenue-$2,000-
Total Liabilities$4,514$4,885▲ $371
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,177,334$1,230,586▲ $53,252
Total Net Assets Fund Balance$1,177,334$1,230,586▲ $53,252
Total Liabilities and Net Assets / Fund Balance$1,181,848$1,235,471▲ $53,623

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$289,848$127,971$417,819
Land$135,000-$135,000
Equipment$2,045$9,411$11,456
Other Securities$719,467--
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Kerri EmmonsCEOPT$66,806$66,806

Board Members and Trustees

NameTitle
Scott SolbergImmediate Past President
Tom ChamberlinPresident
Jodi TierneyPresident Elect
John BrautDirector
Karla DedmanSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$111,642
Program Service Revenue
$21,375
Investment Income
$44,402
Other Revenue
$910
Change in Net Assets
$-392
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,621
Grants and Similar Amounts Paid$100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$101,400
Payments to Affiliates---$30,081
Fees for Services Lobbying---$12,815
Travel---$12,809
Conferences and Meetings---$5,376
Fees for Service Investment Mgmnt Fees---$4,616
Fees for Services Accounting---$3,150
Insurance---$2,702
Depreciation Depletion---$2,103
Information Technology---$1,814
Occupancy---$1,292
Office Expenses---$463
Grants to Domestic Orgs---$100
Total Functional Expenses$0$0$0$178,721
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$13,116
Current Year Nondeductible Lobbying and Political Cost$12,815
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members pay dues annually to iiam and receive discounts and updated industry related information.”

Form 990, Part VI, Section A, Line 7A

“Members vote on the board members at the annual meeting.”

Form 990, Part VI, Section A, Line 7B

“Certain board decisions are subject to approval by the members at the annual meeting.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by management prior to final issuance.”

Form 990, Part VI, Section B, Line 12C

“Annual policy reviewed for compliance and addressed at that time by management and the board.”

Form 990, Part VI, Section C, Line 19

“Organization makes these forms available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents
EIN
81-0212279
Phone
4064429555
Address
3131 DREDGE DRIVE, HELENA, MT 59601

Signing Officer

Name
Kerri D Emmons
Title
CEO
Phone
4064429555
Signed
2020-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerri D Emmons
Formed
1958
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Wipfli Llp
Address
101 EAST FRONT STREET 301, MISSOULA, MT 59802
Preparer
Philip L Yasenak CPA
Phone
4067281800
Raw XML Appendix395 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS PAY DUES ANNUALLY TO IIAM AND RECEIVE DISCOUNTS AND UPDATED INDUSTRY RELATED INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS VOTE ON THE BOARD MEMBERS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CERTAIN BOARD DECISIONS ARE SUBJECT TO APPROVAL BY THE MEMBERS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY MANAGEMENT PRIOR TO FINAL ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL POLICY REVIEWED FOR COMPLIANCE AND ADDRESSED AT THAT TIME BY MANAGEMENT AND THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATION MAKES THESE FORMS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1108000
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IRS990/TaxExemptBondsInd00
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IRS990/TotalContributionsAmt0111642
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ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,235,471
Liabilities
$4,885
Net assets
$1,230,586
Revenue
$178,329
Expenses
$178,721
Net income
-$392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.36$0.08$1.28$0.30$0.27$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.07$1.22$0.32$0.32$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.08$1.29$0.34$0.33$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.08$1.21$0.17$0.18$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.23$0.18$0.18$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.15$0.14$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.18$0.20$0.27$0.07
2016Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.24$0.27$0.03
2015Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.19$0.26$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.26$0.36$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.01$1.22$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.02$1.17$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.02$1.24$0.11