FURP.ORG / PUBLIC DATA EXPLORER

INDEPENDENT AGENTS ASSOCIATION EXECUTIVES: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
INDEPENDENT AGENTS ASSOCIATION EXECUTIVES (EIN 58-2004363)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202323199349202962
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T08:38:22-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411489071PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH SCHAFER & ASSOCIATES LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17500 HIGHWAY 55 SUITE 350AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582004363EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDEPENDENT AGENTS ASSOCIATIONBusinessNameLine1Txt
Business Name Line2EXECUTIVES INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINDEBusinessNameControlTxt
Phone9529284665PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14248 PARK GLEN RDAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55416ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN BARBOURPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9529284665PhoneNum
Signature2023-11-14SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastBARBOURPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM KELLERHALSPreparerPersonNm
PTINP00793722PTIN
Phone9529201455PhoneNum
Preparation2023-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressN/AWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$194,026GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$111,500ContributionsGiftsGrantsEtcAmt
Program Service Revenue$52,472ProgramServiceRevenueAmt
Membership Dues$17,378MembershipDuesAmt
Investment Income$316InvestmentIncomeAmt
Other Revenue Total$12,360OtherRevenueTotalAmt
Total Revenue$194,026TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$40,437FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$152,865OtherExpensesTotalAmt
Total Expenses$193,302TotalExpensesAmt
Excess Or Deficit For Year$724ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$309,179NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$309,903NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$281,041BOYAmt
EOY$346,849EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$29,136BOYAmt
EOY$9,506EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$310,177BOYAmt
EOY$356,355EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$998BOYAmt
EOY$46,452EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$309,179BOYAmt
EOY$309,903EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeEDUCATION & COMMUNICATIONPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomCONVENTION: ANNUAL MEETING PROVIDING SPECIALIZED EDUCATION MEMBERS, COMMUNICATION TO AND WITH AGENTS' NATIONAL ORG. AND EXCHANGE OF IDEAS AMONG MEMBERS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$107,989ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$107,989TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLINTON GRAHAM
PRESIDENT1.00$0$0$0
LISA LOUNSBURY
PRESIDENT ELECT1.00$0$0$0
DENISE JOHNSON
PAST PRESIDENT1.00$0$0$0
PHIL LACKMAN
SECRETARY1.00$0$0$0
JOHN BARBOUR
TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRINGTON COMPANYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14248 PARK GLEN ROADAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55416ZIPCd
FieldValueIRS element (for citing)
Phone9529284665PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT INCOME. AMOUNT: 316.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: ROYALTIES. AMOUNT: 12,360.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,362. DESCRIPTION: CONFERENCES. AMOUNT: 107,989. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 38. DESCRIPTION: PRINTING. AMOUNT: 8. DESCRIPTION: TELEPHONE. AMOUNT: 5. DESCRIPTION: CREDIT CARD CHARGES/FEES. AMOUNT: 2,164. DESCRIPTION: INSURANCE. AMOUNT: 2,853. DESCRIPTION: GROUP GTM/GTW. AMOUNT: 20,451. DESCRIPTION: POSTAGE. AMOUNT: 1. DESCRIPTION: MISCELLANEOUS. AMOUNT: 494. DESCRIPTION: RISC REPORTS. AMOUNT: 16,500. TOTAL TO FORM 990-EZ, LINE 16: 152,865.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 26,500. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,636. END OF YEAR AMOUNT: 9,506.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 998. END OF YEAR AMOUNT: 1,452. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 45,000.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc