Civic Intelligence

Wholesale and Specialty Insurance Association

990 • Fiscal year 2014 • EIN 86-0140772

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 02, 2015

Organization ProfileWWW.AAMGA.ORG

View Organization Page

610 Freedom Business Center No 110Kansas City, MO 19406

(610) 992-0022

Siviq Scores

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

Liabilities / Assets

57th percentile

0.24x

Higher debt load relative to assets than 57% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.24x

Higher debt load relative to revenue than 57% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Net Margin

21st percentile

-3.3%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Asset Growth

49th percentile

3.4%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-11%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$2,206,315

Up $73,489 (+3.4%) from 2013

Net Assets

Down

$1,668,815

Down $76,502 (-4.4%) from 2013

Liabilities

Up

$537,500

Up $149,991 (+39%) from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin21st percentile

Revenue

Down

$2,262,753

Down $269,394 (-11%) from 2013

Expenses

Down

$2,336,378

Down $71,852 (-3.0%) from 2013

Net Income

Down

-$73,625

Down $197,542 (-159%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$30M$20M$10M$0Assets 2010: $1,981,517Liabilities 2010: $455,490Net Assets 2010: $1,526,0272010Assets 2011: $1,980,583Liabilities 2011: $598,746Net Assets 2011: $1,381,8372011Assets 2012: $2,082,088Liabilities 2012: $408,216Net Assets 2012: $1,673,8722012Assets 2013: $2,132,826Liabilities 2013: $387,509Net Assets 2013: $1,745,3172013Assets 2014: $2,206,315Liabilities 2014: $537,500Net Assets 2014: $1,668,8152014Assets 2015: $2,343,189Liabilities 2015: $341,304Net Assets 2015: $2,001,8852015Assets 2016: $2,936,049Liabilities 2016: $751,111Net Assets 2016: $2,184,9382016Assets 2017: $3,142,355Liabilities 2017: $535,070Net Assets 2017: $2,607,2852017Assets 2018: $13,928,188Liabilities 2018: $3,115,861Net Assets 2018: $10,812,3272018Assets 2019: $15,661,464Liabilities 2019: $3,254,010Net Assets 2019: $12,407,4542019Assets 2020: $15,277,085Liabilities 2020: $1,895,578Net Assets 2020: $13,381,5072020Assets 2021: $18,822,965Liabilities 2021: $3,573,155Net Assets 2021: $15,249,8102021Assets 2022: $18,434,483Liabilities 2022: $4,010,656Net Assets 2022: $14,423,8272022Assets 2023: $20,365,176Liabilities 2023: $3,449,730Net Assets 2023: $16,915,4462023Assets 2024: $23,573,607Liabilities 2024: $3,916,388Net Assets 2024: $19,657,2192024

Highlighted filing

2014

Assets$2,206,315
Liabilities$537,500
Net Assets$1,668,815
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $2,137,2972010Expenses 2011: $2,265,0912011Expenses 2012: $2,094,8332012Revenue 2013: $2,532,147Expenses 2013: $2,408,230Net Income 2013: $123,9172013Revenue 2014: $2,262,753Expenses 2014: $2,336,378Net Income 2014: -$73,6252014Revenue 2015: $3,022,685Expenses 2015: $2,634,428Net Income 2015: $388,2572015Revenue 2016: $2,993,406Expenses 2016: $2,739,072Net Income 2016: $254,3342016Revenue 2017: $2,952,364Expenses 2017: $2,656,141Net Income 2017: $296,2232017Revenue 2018: $9,464,725Expenses 2018: $8,247,457Net Income 2018: $1,217,2682018Revenue 2019: $11,044,938Expenses 2019: $9,370,132Net Income 2019: $1,674,8062019Revenue 2020: $6,177,756Expenses 2020: $5,770,909Net Income 2020: $406,8472020Revenue 2021: $8,866,065Expenses 2021: $7,600,252Net Income 2021: $1,265,8132021Revenue 2022: $11,959,516Expenses 2022: $11,091,715Net Income 2022: $867,8012022Revenue 2023: $13,594,086Expenses 2023: $12,265,761Net Income 2023: $1,328,3252023Revenue 2024: $15,798,095Expenses 2024: $13,558,836Net Income 2024: $2,239,2592024

Highlighted filing

2014

Revenue$2,262,753
Expenses$2,336,378
Net Income-$73,625
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 2, 2015
Return Version
2013v4.0
Gross Receipts
$2,376,832
Mission and Program Overview

Mission

We are the non-profit insurance trade association dedicated to the growth and sustainability of the global specialty distribution marketplace through networking, education, and advocacy. We are focused on underwriting expertise and integrity.

See page 2, part iii, line 1, statement of program service accomplishments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,029,713$911,502▼ $118,211
Cash and Non-Interest-Bearing Accounts$803,040$794,922▼ $8,118
Savings and Temporary Cash Investments$246,407$407,063▲ $160,656
Land, Buildings, and Equipment, Net$30,832$47,102▲ $16,270
Prepaid Expenses and Deferred Charges$1,000$35,345▲ $34,345
Accounts Receivable$21,834$10,381▼ $11,453
Total Assets$2,132,826$2,206,315▲ $73,489
Liabilities
Accounts Payable and Accrued Expenses$387,509$508,145▲ $120,636
Deferred Revenue-$29,355-
Total Liabilities$387,509$537,500▲ $149,991
Net Assets / Fund Balance
Unrestricted Net Assets$1,745,317$1,668,815▼ $76,502
Total Net Assets Fund Balance$1,745,317$1,668,815▼ $76,502
Total Liabilities and Net Assets / Fund Balance$2,132,826$2,206,315▲ $73,489

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$47,102$147,558$194,660
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Matthew LetsonPresident
Roger WarePresident-elect
David ThomasSenior Vice President
Edward Levy CiwSenior Vice President
Corinne Jones CpcuVice President
Edward Dickerson CicVice President
Kathy SchroederDirector
Mark MaucereDirector
Bernd G Heinze EsqEX. Director [NONVOTING]
Peter BarrettAssociate Member
Tom KuzmaAssociate Member
Mark RothertChancellor
Francis Mastowski Cpu CiwIMM PAST PRES [NONVOTING]
Bobby OwensSEC/TREAS [NONVOTING]

Highest Paid Contractors

ContractorServicesLocationCompensation
Accolade Management INCManagement Services-$783,900
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,140,543
Investment Income
$49,760
Other Revenue
$72,450
Change in Net Assets
$-73,625

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,262,753
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-2,877
Total Revenue per Audited Statements
$2,259,876
Total Revenue per Form 990
$2,262,753
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,336,378
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$1,139,279
Fees for Services Management---$800,000
Office Expenses---$131,786
Travel---$80,021
Advertising---$62,626
Fees for Services Other---$34,070
Depreciation Depletion---$32,236
Other Expenses---$26,547
Information Technology---$18,332
Insurance---$11,481
Total Functional Expenses$0$0$0$2,336,378

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,336,378
Total Expenses per Audited Statements$2,336,378
Total Expenses per Form 990$2,336,378
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
26-4355352-501(c)(6)Operation Support$25,000
59-2170069-N/aConference Sponsorship$20,000
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
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-AAMGA'S EXECUTIVE DIRECTOR IS THE SOLE OWNER OF ACCOLADE MANAGEMENT, INC.Management FeeNo$800,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Delegation of management to management company aamga outsources its administrative and management functions to an independent management service company, including the position of executive director (non-voting member of the board) of the organization. The total expense incurred amounted to $800,000 and is reported on form 990, part ix, line 11a.”

Form 990, Part VI, Section A, Line 4

“Changes to the organization's governing documents during 2014, aamga's governing board passed a motion to amend artivle vi, section 1 (c) to provide: "for a simple majority of the winning candidate for elections, as opposed to a majority of the votes cast."”

Form 990, Part VI, Section A, Line 6

“Organization with members aamga has one class of voting members.”

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

“Election of members of governing body each voting member has the right to participate in aamga's governance and is able to vote and serve on the board of directors.”

Form 990, Part VI, Section B, Line 11

“Governing body review of form 990 a pdf copy of the form 990, as filed, is emailed to each board member prior to its filing.”

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

“Monitoring and enforcement of the conflict of interest policy the board of directors reviews the summary of individual disclosures and notes any areas of potential conflict of interest associated with the conduct of aamga's business.”

Form 990, Part VI, Section C, Line 19

“Public availability of other documents copies of aamga's governing documents, financial statements and form 990 are provided upon request.”

Filing and Contact Details

Filer

EIN
86-0140772
Phone
6109920022

Signing Officer

Name
Bobby Owens
Title
Secretary/treasurer
Phone
6109920022
Signed
2015-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bernd G Heinze Esq
Formed
1926
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
108

Preparer

Preparer
Marianne Mak
Phone
2155677770
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Uncertain tax positions under asc 740 gaap requires entities to evaluate, measure, recognize and dislose any uncertain income tax positions taken on their tax returns. Gaap prescribes a minimum recognition threshold that a tax position is required to meet in order to be recognized in the financial statements. Aamga believes that it had no uncertain tax positions as defined in gaap.”

Raw XML AppendixShowing 400 of 433 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/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SENIOR VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SENIOR VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASSOCIATE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASSOCIATE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHANCELLOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11IMM PAST PRES [NONVOTING]
IRS990/Form990PartVIISectionAGrp/TitleTxt12SEC/TREAS [NONVOTING]
IRS990/Form990PartVIISectionAGrp/TitleTxt13EX. DIR. [NONVOTING]
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IRS990/InsuranceGrp/TotalAmt011481
IRS990/InvestmentIncomeGrp/ExclusionAmt049760
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt049760
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01029713
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0911502
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0147558
IRS990/LandBldgEquipBasisNetGrp/BOYAmt030832
IRS990/LandBldgEquipBasisNetGrp/EOYAmt047102
IRS990/LandBldgEquipCostOrOtherBssAmt0194660
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0114079
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AAMGA IS A TRADE ASSOCIATION OF THE PREMIER WHOLESALE PROPERTY AND CASUALTY AGENTS, INSURANCE COMPANIES, AND BUSINESS SERVICES MEMBERS IN THE INSURANCE INDUSTRY, COMMITTED TO FOSTERING THE BUSINESS PARTNERSHIPS, PROFESSIONALISM, TRUSTED EXPERTISE AND EXCHANGE OF KNOWLEDGE AMONG ITS MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01745317
IRS990/NetAssetsOrFundBalancesEOYAmt01668815
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt015553
IRS990/NetUnrlzdGainsLossesInvstAmt0-2877
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0131786
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt026547
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035345
IRS990/PrincipalOfficerNm0BERND G HEINZE ESQ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0MTGS- REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2MTGS - SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/Desc3MTGS - EXHIBITS
IRS990/ProgramServiceRevenueGrp/Desc4ADVERTISING
IRS990/ProgramServiceRevenueGrp/ExclusionAmt098000
IRS990/ProgramServiceRevenueGrp/ExclusionAmt182625
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01147560
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1795805
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01147560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1795805
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt298000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt382625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt416553
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt016553
IRS990/ProgSrvcAccomActy2Grp/Desc0MEETINGS AND SEMINARS - THE AAMGA CONDUCTS THE FOLLOWING MEETINGS AND SEMINARS DURING THE COURSE OF EACH YEAR: (A) JANUARY BOARD OF DIRECTORS MEETING; (B) ANNUAL INSURANCE AUTOMATION AND TECHNOLOGY MANAGEMENT CONFERENCE (MARCH) AT WHICH I/T, CIO AND OTHER TECHNOLOGY PROFESSIONALS FROM MEMBER COMPANIES - AS WELL AS MEMBERS OF THE NATIONAL ASSOCIATION OF PROFESSIONAL SURPLUS LINES ORGANIZATIONS (NAPSLO) ARE IN ATTENDANCE. VENDORS OF AUTOMATION/TECHNOLOGY GOODS AND SERVICES RELATED TO THE WHOLESALE INSURANCE MARKETPLACE PARTICIPATE IN THE ANNUAL TRADE SHOW. SEMINARS, EDUCATIONAL PROGRAMS, ROUNDTABLE DISCUSSIONS AND PANEL FORUMS ARE CONDUCTED; (C) ANNUAL MEETING (MAY) SEE ABOVE; (D) COMMITTEE DAY (JUNE): ANNUAL MEETING OF ALL STANDING AAMGA COMMITTEE CO-CHAIRS, BOARD LIAISONS, AND COMMITTEE MEMBERS TO ESTABLISH GOALS, OBJECTIVES AND THE ANNUAL BUDGET. THE EVENT IS PRECEDED BY A MEETING OF THE BOARD OF DIRECTORS, AS WELL AS FOLLOWED BY A SECOND MEETING OF THE BOARD TO REVIEW AND APPROVE THE COMMITTEE BUDGET REQUESTS AND APPROVE THE ASSOCIATION'S BUDGET FOR THE COMING FISCAL YEAR; (E) UNDER FORTY ORGANIZATION ANNUAL MEETING (SEPTEMBER) BRINGS THE YOUNG LEADERS OF THE ORGANIZATION TOGETHER, WHO ARE EMPLOYED BY THE CORPORATE MEMBERS. PURSUANT TO THEIR BYLAWS, ELECTIONS ARE HELD, EDUCATIONAL SESSIONS ARE PROVIDED, AND NETWORKING AMONG THE MEMBERS FROM THE US AND UK/GERMANY IS CONDUCTED ALONG WITH TEAM BUILDING EXERCISES; (F) THE ASSOCIATION SPONSORS THE SEMI-ANNUAL MEETING OF THE SURPLUS LINES LAW GROUP EVERY OTHER YEAR. THE MEETING BRINGS TOGETHER THE GENERAL COUNSEL, REGULATORS AND LEGISLATORS OF SURPLUS LINES INSURANCE COMPANIES, AGENTS AND BROKERS, AS WELL AS THE STATE STAMPING AND SURPLUS LINES OFFICES, AND REPRESENTATIVES FROM INSURANCE TRADE ASSOCIATIONS WHO ENGAGE IN THE WHOLESALE INSURANCE DISTRIBUTION MARKET.
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNICATIONS - THE AAMGA COMMUNICATES WITH ITS MEMBERS REGULARLY IN VARIOUS FORMATS - BLAST E-MAILS, PERSONAL CORRESPONDENCE, QUARTERLY NEWSLETTERS AND THE ANNUAL REPORT. MEMBERS ARE KEPT APPRISED ON THE PROGRESS OF THE ASSOCIATION'S EFFORTS, LEGISLATIVE, REGULATORY AND COURT OPINION UPDATES, MEETING AND OTHER ANNOUNCEMENTS, WHOLESALE INSURANCE INDUSTRY DEVELOPMENTS AND RELATED INFORMATION. THE ASSOCIATION ALSO UTILIZES SOCIAL MEDIA FOR TRANSMISSION OF INFORMATION TO MEMBERS VIA LINKEDIN, FACEBOOK AND TWITTER.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GOVERNMENTAL AFFAIRS - DUE TO ITS 501(C)(6) TAX-EXEMPT STATUS, THE AAMGA DOES NOT UNDERTAKE ANY LOBBYING ACTIVITIES OR INCURS ANY SUCH EXPENSES. THE ASSOCIATION DOES, HOWEVER, FROM TIME TO TIME, OPERATE WITHIN ITS PERMITTED CHARTER IN ADVOCATING ISSUES AND EDUCATING MEMBERS, REGULATORS AND LEGISLATORS IN RESPECT TO THOSE ISSUES DIRECTLY IMPACTING MEMBERS AND THE WHOLESALE INSURANCE DISTRIBUTION INDUSTRY GENERALLY.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0813767
IRS990/PYGrantsAndSimilarPaidAmt0143000
IRS990/PYInvestmentIncomeAmt049106
IRS990/PYOtherExpensesAmt02265230
IRS990/PYOtherRevenueAmt079592
IRS990/PYProgramServiceRevenueAmt01589682
IRS990/PYRevenuesLessExpensesAmt0123917
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02408230
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02532147
IRS990/ReconcilationRevenueExpnssAmt0-73625
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt072450
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt072450
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0246407
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0407063
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02336378
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2877
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt047102
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0147558
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0194660
IRS990ScheduleD/RevenueNotReportedAmt0-2877
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02262753
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. AAMGA BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt047102
IRS990ScheduleD/TotalExpensesPerForm990Amt02336378
IRS990ScheduleD/TotalRevenuePerForm990Amt02262753
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02259876
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02336378
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATION SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CONFERENCE SPONSORSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUMMIT SPONSORSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CONVENTION SPONSORSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11COLODNY FASS TALENFELD KARLINSKY & ABATE PA
IRS990ScheduleI/RecipientTable/RecipientEIN0264355352
IRS990ScheduleI/RecipientTable/RecipientEIN1592170069
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 746
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11ONE FINANCIAL PLAZA 23RD FLOOR 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine20SOUTHEAST THIRD AVENUE
IRS990ScheduleI/RecipientTable/USAddress/City0FARMINGTON
IRS990ScheduleI/RecipientTable/USAddress/City1FT LAUDERDALE
IRS990ScheduleI/RecipientTable/USAddress/State0CT
IRS990ScheduleI/RecipientTable/USAddress/State1FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode006034
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode133394
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONTINUALLY MONITORS PROJECTS AND PROGRAMS THAT BENEFIT FROM GRANTED FUNDS. THIS PROCESS ENSURES THE FUNDS ARE USED AND STRONGLY ALIGNED WITH THE STRATEGY AND MISSION OF THE ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine10ACCOLADE MANAGEMENT INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0AAMGA'S EXECUTIVE DIRECTOR IS THE SOLE OWNER OF ACCOLADE MANAGEMENT, INC.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0800000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT FEE
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DELEGATION OF MANAGEMENT TO MANAGEMENT COMPANY AAMGA OUTSOURCES ITS ADMINISTRATIVE AND MANAGEMENT FUNCTIONS TO AN INDEPENDENT MANAGEMENT SERVICE COMPANY, INCLUDING THE POSITION OF EXECUTIVE DIRECTOR (NON-VOTING MEMBER OF THE BOARD) OF THE ORGANIZATION. THE TOTAL EXPENSE INCURRED AMOUNTED TO $800,000 AND IS REPORTED ON FORM 990, PART IX, LINE 11A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGES TO THE ORGANIZATION'S GOVERNING DOCUMENTS DURING 2014, AAMGA'S GOVERNING BOARD PASSED A MOTION TO AMEND ARTIVLE VI, SECTION 1 (C) TO PROVIDE: "FOR A SIMPLE MAJORITY OF THE WINNING CANDIDATE FOR ELECTIONS, AS OPPOSED TO A MAJORITY OF THE VOTES CAST."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION WITH MEMBERS AAMGA HAS ONE CLASS OF VOTING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ELECTION OF MEMBERS OF GOVERNING BODY EACH VOTING MEMBER HAS THE RIGHT TO PARTICIPATE IN AAMGA'S GOVERNANCE AND IS ABLE TO VOTE AND SERVE ON THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING BODY REVIEW OF FORM 990 A PDF COPY OF THE FORM 990, AS FILED, IS EMAILED TO EACH BOARD MEMBER PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY THE BOARD OF DIRECTORS REVIEWS THE SUMMARY OF INDIVIDUAL DISCLOSURES AND NOTES ANY AREAS OF POTENTIAL CONFLICT OF INTEREST ASSOCIATED WITH THE CONDUCT OF AAMGA'S BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF AAMGA'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02132826
IRS990/TotalAssetsEOYAmt02206315
IRS990/TotalAssetsGrp/BOYAmt02132826
IRS990/TotalAssetsGrp/EOYAmt02206315
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02336378
IRS990/TotalGrossUBIAmt016553
IRS990/TotalLiabilitiesBOYAmt0387509
IRS990/TotalLiabilitiesEOYAmt0537500
IRS990/TotalLiabilitiesGrp/BOYAmt0387509
IRS990/TotalLiabilitiesGrp/EOYAmt0537500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01745317
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01668815
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02140543
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0302835
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01943365
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02262753
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt016553
IRS990/TotalVolunteersCnt0108
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02132826
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02206315
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt080021
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01745317
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01668815
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10610 FREEDOM BUSINESS CENTER NO 110
IRS990/USAddress/City0KING OF PRUSSIA
IRS990/USAddress/State0PA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,206,315
Liabilities
$537,500
Net assets
$1,668,815
Revenue
$2,262,753
Expenses
$2,336,378
Net income
-$73,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.6$3.92$19.7$15.8$13.6$2.24
2023Detailed filing. Detailed filing data is available for this year.$20.4$3.45$16.9$13.6$12.3$1.33
2022Detailed filing. Detailed filing data is available for this year.$18.4$4.01$14.4$12.0$11.1$0.87
2021Detailed filing. Detailed filing data is available for this year.$18.8$3.57$15.2$8.87$7.60$1.27
2020Detailed filing. Detailed filing data is available for this year.$15.3$1.90$13.4$6.18$5.77$0.41
2019Detailed filing. Detailed filing data is available for this year.$15.7$3.25$12.4$11.0$9.37$1.67
2018Detailed filing. Detailed filing data is available for this year.$13.9$3.12$10.8$9.46$8.25$1.22
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.54$2.61$2.95$2.66$0.30
2016Detailed filing. Detailed filing data is available for this year.$2.94$0.75$2.18$2.99$2.74$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.34$2.00$3.02$2.63$0.39
2014Detailed filing. Detailed filing data is available for this year.$2.21$0.54$1.67$2.26$2.34$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.39$1.75$2.53$2.41$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.41$1.67$2.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.60$1.38$2.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.46$1.53$2.14