INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC (EIN 13-5665571)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-03-11
- IRS object ID
- 201910709349300706
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-11T09:22:10-05:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135665571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT INSURANCE AGENTS & | BusinessNameLine1Txt |
| Business Name Line2 | BROKERS OF AMERICA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDE | BusinessNameControlTxt |
| Phone | 7036834422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 SOUTH PEYTON STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE S COCKE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7036834422 | PhoneNum |
| Signature | 2019-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R MICHAEL SORRELLS | PreparerPersonNm |
| PTIN | P00001737 | PTIN |
| Phone | 2022932200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.59.105.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-11 | IPDt |
| IP Tm | 09:22:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0A779249EE4AB03D4EBCA877230ED83790B34DB8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT RUSBULDT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 SOUTH PEYTON STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,586,607 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.INDEPENDENTAGENT.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1896 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 51 | VotingMembersIndependentCnt |
| Total Employee | 89 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,724,430 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,621,778 | CYProgramServiceRevenueAmt |
| PY Investment Income | $574,834 | PYInvestmentIncomeAmt |
| CY Investment Income | $452,386 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,031,754 | PYOtherRevenueAmt |
| CY Other Revenue | $1,301,055 | CYOtherRevenueAmt |
| PY Total Revenue | $10,356,018 | PYTotalRevenueAmt |
| CY Total Revenue | $10,400,219 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $180,679 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $190,377 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,569,916 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,559,069 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,975,210 | PYOtherExpensesAmt |
| CY Other Expenses | $3,567,127 | CYOtherExpensesAmt |
| PY Total Expenses | $9,725,805 | PYTotalExpensesAmt |
| CY Total Expenses | $10,316,573 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $630,213 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $83,646 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,267,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,161,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,265,742 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,646,128 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,001,861 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,515,615 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE MEMBERS WITH A SUSTAINABLE COMPETITIVE ADVANTAGE. TO PROMOTE AND REPRESENT THE COMMON BUSINESS INTERESTS OF INDEPENDENT INSURANCE AGENTS AND BROKERS WITHIN THE INDUSTRY AND BEFORE GOVERNMENT AND THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | EDUCATIONAL PROGRAMS ARE PROVIDED FOR INDUSTRY MEMBERS TO ADDRESS CURRENT BUSINESS TOPICS RELEVANT TO THE INDEPENDENT INSURANCE AGENT. THE INDEPENDENT INSURANCE AGENCY SYSTEM IS PROMOTED THROUGH ADVERTISING, WEBINARS, PUBLICATIONS AND OTHER METHODS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENTS COUNCIL FOR TECHNOLOGY "ACT" IS A PARTNERSHIP OF INDEPENDENT AGENTS, COMPANIES, TECHNOLOGY VENDORS, USER GROUPS, AND ASSOCIATIONS DEDICATED TO ENHANCING THE USE OF TECHNOLOGY AND IMPROVING WORK FLOWS WITHIN THE INDEPENDENT AGENCY SYSTEM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUTURE ONE IS A PARTNERSHIP BETWEEN IIABA AND COMPANIES FOR THE DEVELOPMENT AND RESEARCH OF AGENCY COORDINATION AND PROMOTION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CO-BRANDED WEBSITE IS A JOINT PROJECT OF IIABA AND 39 STATE ASSOCIATIONS DESIGNED TO CREATE A UNIFIED WEB PRESENCE FOR IIABA AND ITS MEMBERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 76 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 89 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 51 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE S COCKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036834422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 SOUTH PEYTON STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| VAUGHN GRAHAM | |||||||||
| CHAIRMAN | 5.00 | 1.00 | Yes (X) | Yes (X) | $38,738 | $0 | $0 | ||
| SPENCER M HOULDIN | |||||||||
| PAST CHAIRMAN | 5.00 | 1.00 | Yes (X) | $24,692 | $0 | $0 | |||
| RANDY LANOIX | |||||||||
| PAST CHAIRMAN | 5.00 | 1.00 | Yes (X) | $5,536 | $0 | $0 | |||
| W MICHAEL MCBRIDE | |||||||||
| EXECUTIVE COMMITTEE | 5.00 | 1.00 | Yes (X) | $2,053 | $0 | $0 | |||
| JON JENSEN | |||||||||
| EXECUTIVE COMMITTEE | 5.00 | 1.00 | Yes (X) | $11,817 | $0 | $0 | |||
| JOSEPH P LEAHY | |||||||||
| EXECUTIVE COMMITTEE | 5.00 | 1.00 | Yes (X) | $22,365 | $0 | $0 | |||
| JOHN R COSTELLO | |||||||||
| EXECUTIVE COMMITTEE | 5.00 | 1.00 | Yes (X) | $8,004 | $0 | $0 | |||
| BOB FEE | |||||||||
| EXECUTIVE COMMITTEE | 5.00 | 1.00 | Yes (X) | $9,300 | $0 | $0 | |||
| ANTHONY AMBUSH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD BIXBY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHAD BJUGAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WARREN BRADY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN BRAUT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES BYRNES | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MITCH CHILDERS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD DAVIS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VERONICA DELLA PORTA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM DYER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY FRISCH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE FUNKHOUSER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RAY GALLANT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANNINE GIESLER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY GRICE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG GUNN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HALE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STARK HARBOUR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN HARRISON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REID HIGASHI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA HOWER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM HUNT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILL INFANTINE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD JACKSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD JACKSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAW JOHNSON III | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD KEETON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| H SCOTT KERNS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC KINGDON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN KINKADE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF KLEVEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN KNOBELOCH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE LEITCH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK LISKO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL MAGUIRE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT MCBRIDE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY MCDONALD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LOU MORAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA RIPLEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY SANDROCK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE SCHILLING | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAL SNIPES | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LELAND STANFORD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK SWARTS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN WATKINS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DON WHITAKER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH WHITE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE WILSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY YEAGER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY YOUNGBLOOD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN ZOGBY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A RUSBULDT | |||||||||
| CEO | 33.00 | 37.00 | Yes (X) | $1,297,783 | $600,185 | $40,381 | |||
| SCOTT D KNEELAND | |||||||||
| CHIEF COUNSEL | 26.00 | 29.00 | Yes (X) | $95,480 | $106,398 | $28,243 | |||
| EUGENE S COCKE | |||||||||
| CFO | 24.00 | 26.00 | Yes (X) | $123,273 | $137,369 | $48,363 | |||
| CHARLES E SYMINGTON JR | |||||||||
| SENIOR VP, GOVT AFFAIRS | 57.00 | 0.00 | $494,088 | $0 | $48,363 | Yes (X) | |||
| NATHAN M RIEDEL | |||||||||
| VP, POLITICAL AFFAIRS | 45.00 | 0.00 | $189,951 | $0 | $36,436 | Yes (X) | |||
| ELIZABETH D MONTGOMERY | |||||||||
| VP, COMPANY RELATIONS | 50.00 | 0.00 | $167,169 | $0 | $24,942 | Yes (X) | |||
| JASON P PALS | |||||||||
| SENIOR SYSTEMS ARCHITECT | 24.00 | 26.00 | $74,971 | $83,544 | $38,101 | Yes (X) | |||
| JENNIFER MCPHILLIPS | |||||||||
| VP, FEDERAL GOVT AFFAIRS | 45.00 | 0.00 | $151,036 | $0 | $30,722 | Yes (X) | |||
| MADELYN FLANNAGAN | |||||||||
| VP, AGENT DEVELOPMENT | 45.00 | 0.00 | $153,388 | $0 | $14,322 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,869,644 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $927,496 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $309,873 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PAUL DE JONG INC | |||||
| 3811 ACOSTA ROAD | FAIRFAX | VA | 22031 | IT SERVICES | $235,463 |
| THE BELLEMORE GROUP LLC | |||||
| 106 BELLEMORE ROAD | BALTIMORE | MD | 21210 | STATE GOVT AFFAIRS | $207,480 |
| MINDSHIFT TECHNOLOGIES | |||||
| 45610 WOODLAND ROAD SUITE 200 | STERLING | VA | 20166 | NETWORK MANAGEMENT | $173,355 |
| CANVAS BAG CREATIVE LLC | |||||
| 4889 MACARTHUR BOULEVARD | WASHINGTON | DC | 20007 | EVENT CONSULTANT | $165,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $25,000 | RelatedOrganizationsAmt |
| Total Contributions | $25,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MEMBER DUES | 900099 | $6,193,577 | $6,193,577 | |
| PROGRAM SUPPORT | 900099 | $774,258 | $774,258 | |
| ANNUAL CONVENTION | 900099 | $767,637 | $767,637 | |
| OTHER PROGRAMS | 900099 | $601,645 | $601,645 | |
| EDUCATION PROGRAMS | 900099 | $244,873 | $244,873 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,788 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,788 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,621,778 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,652 | TotalRevenueColumnAmt |
| Exclusion | $218,652 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $944,616 | TotalRevenueColumnAmt |
| Exclusion | $944,616 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $509,759 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $280,961 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $228,798 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $228,798 | TotalRevenueColumnAmt |
| Exclusion | $228,798 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,139,161 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,905,427 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $233,734 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $233,734 | TotalRevenueColumnAmt |
| Exclusion | $233,734 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $127,641 | TotalRevenueColumnAmt |
| Exclusion | $127,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $127,641 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,400,219 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,854,141 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,521,078 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,500 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,877 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,245,335 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,374,313 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,023 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,103 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,295 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,279 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,526 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,698 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,416 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,385 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,245 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,807 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,952 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,617 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,897,638 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,491 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,773 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MISCELLANEOUS | $201,586 |
| COMMUNITY RELATIONS & O | $99,498 |
| TAXES | $75 |
| SPECIAL ACTIVITIES | -$22,962 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,860,897 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,316,573 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,359,080 | BOYAmt |
| EOY | $1,281,237 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,739 | BOYAmt |
| EOY | $213,978 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,871 | BOYAmt |
| EOY | $160,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,573,624 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,764,417 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,761,497 | BOYAmt |
| EOY | $3,809,207 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,362,728 | BOYAmt |
| EOY | $10,061,200 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,323,076 | BOYAmt |
| EOY | $12,528,287 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $917,612 | BOYAmt |
| EOY | $107,006 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,267,603 | BOYAmt |
| EOY | $28,161,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,009,387 | BOYAmt |
| EOY | $1,958,440 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,440 | BOYAmt |
| EOY | $87,717 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,915 | BOYAmt |
| EOY | $599,971 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,265,742 | BOYAmt |
| EOY | $2,646,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,001,861 | BOYAmt |
| EOY | $25,515,615 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,001,861 | BOYAmt |
| EOY | $25,515,615 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,267,603 | BOYAmt |
| EOY | $28,161,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $83,646 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $230,938 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $199,170 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $6,193,577 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,145,628 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$302,269 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $843,359 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,147,050 | AggregateReportedDuesNtcAmt |
| Carried Over | -$303,691 | CarriedOverAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,627,600 | OtherCostOrOtherBasisAmt |
| Book Value | $1,627,600 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,680,637 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,758,967 | DepreciationAmt |
| Book Value | $1,921,670 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $710,524 | OtherCostOrOtherBasisAmt |
| Depreciation | $646,406 | DepreciationAmt |
| Book Value | $64,118 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,554,863 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,359,044 | DepreciationAmt |
| Book Value | $195,819 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,809,207 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $12,528,287 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,528,287 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $599,971 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $599,971 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| TRUSTED CHOICE | |||||||
| 127 SOUTH PEYTON STREET | ALEXANDRIA | VA | 22314 | 542052195 | 501(C)(6) | $100,000 | OPERATIONAL SUPPORT |
| PROJECT INVEST | |||||||
| 127 SOUTH PEYTON STREET | ALEXANDRIA | VA | 22314 | 133315296 | 501(C)(3) | $25,000 | OPERATIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| GRASSROOTS CONFERENCE SCHOLARSHIPS | 19 | $16,377 |
| YOUNG AGENTS CONFERENCE SCHOLARSHIPS | 53 | $37,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IIABA REQUIRES ALL RECIPIENTS TO SUBMIT COPIES OF EXPENSES INCURRED. ADDITIONALLY, THE ORGANIZATIONS LISTED IN PART II ARE RELATED TO IIABA, SO IIABA IS AWARE OF THE USE OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT A RUSBULDT | ||||||||||||||
| CEO | $923,096 | $426,904 | $0 | $0 | $374,687 | $173,281 | $17,764 | $8,216 | $9,847 | $4,554 | $1,325,394 | $612,955 | $0 | $0 |
| SCOTT D KNEELAND | ||||||||||||||
| CHIEF COUNSEL | $93,588 | $104,290 | $1,892 | $2,108 | $0 | $0 | $8,734 | $9,732 | $4,624 | $5,153 | $108,838 | $121,283 | $0 | $0 |
| EUGENE S COCKE | ||||||||||||||
| CFO | $112,158 | $124,984 | $11,115 | $12,385 | $0 | $0 | $12,371 | $13,785 | $10,503 | $11,704 | $146,147 | $162,858 | $0 | $0 |
| CHARLES E SYMINGTON JR | ||||||||||||||
| SENIOR VP, GOVT AFFAIRS | $434,088 | $0 | $60,000 | $0 | $0 | $0 | $26,156 | $0 | $22,207 | $0 | $542,451 | $0 | $0 | $0 |
| NATHAN M RIEDEL | ||||||||||||||
| VP, POLITICAL AFFAIRS | $171,951 | $0 | $18,000 | $0 | $0 | $0 | $14,229 | $0 | $22,207 | $0 | $226,387 | $0 | $0 | $0 |
| ELIZABETH D MONTGOMERY | ||||||||||||||
| VP, COMPANY RELATIONS | $127,626 | $0 | $39,543 | $0 | $0 | $0 | $16,138 | $0 | $8,804 | $0 | $192,111 | $0 | $0 | $0 |
| JASON P PALS | ||||||||||||||
| SENIOR SYSTEMS ARCHITECT | $74,971 | $83,544 | $0 | $0 | $0 | $0 | $7,517 | $8,377 | $10,503 | $11,704 | $92,991 | $103,625 | $0 | $0 |
| JENNIFER MCPHILLIPS | ||||||||||||||
| VP, FEDERAL GOVT AFFAIRS | $148,036 | $0 | $3,000 | $0 | $0 | $0 | $14,741 | $0 | $15,981 | $0 | $181,758 | $0 | $0 | $0 |
| MADELYN FLANNAGAN | ||||||||||||||
| VP, AGENT DEVELOPMENT | $140,188 | $0 | $12,000 | $0 | $1,200 | $0 | $14,322 | $0 | $0 | $0 | $167,710 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PER EMPLOYMENT CONTRACT, ROBERT RUSBULDT, CEO, MAY FLY FIRST CLASS. PER COMPANY POLICY, THE CHAIR AND CHAIR-ELECT FLY FIRST CLASS IF THE FLIGHT TIME IS AT LEAST FOUR HOURS. TRAVEL FOR COMPANIONS BENEFIT IS RECEIVED BY ROBERT RUSBULDT, CEO AND THE IIABA EXECUTIVE COMMITTEE. GROSS-UP PAYMENTS ARE ALLOWED FOR THOSE RECEIVING TRAVEL FOR COMPANIONS BENEFITS. ROBERT RUSBULDT (CEO) RECEIVES GROSS-UP PAYMENTS ON ALL BENEFITS. |
| PART I, LINE 1B | IIABA HAS AN EXPENSE REPORT POLICY WHICH SPECIFICALLY ADDRESSES SPOUSAL TRAVEL REIMBURSEMENT AND THE GROSS UP PAYMENT. |
| PART I, LINE 4B | THE ASSOCIATION PAID THE CHIEF EXECUTIVE OFFICER DEFERRED COMPENSATION OF $523,788 DURING THE YEAR ENDED AUGUST 31, 2018. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK ST JOHN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF CEO | RelationshipDescriptionTxt |
| Transaction | $147,736 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP CATEGORIES OF IIABA INCLUDE: 1) INSURANCE AGENCIES AND BROKERAGE FIRMS DOING BUSINESS AS INDIVIDUALS, PARTNERSHIPS, CORPORATIONS, OR OTHER FORMS OF BUSINESS ORGANIZATION ("AGENCY MEMBERS"); 2) STATE ASSOCIATIONS OF WHICH THEY ARE MEMBERS AND RECOGNIZED BY THE BOARD IN ACCORDANCE WITH BOARD RULES ("STATE ASSOCIATIONS"); 3) INSURANCE AGENCIES AND BROKERAGE FIRMS DOING BUSINESS AS INDIVIDUALS, PARTNERSHIPS, CORPORATIONS, OR OTHER FORMS OF BUSINESS ORGANIZATION NOT ELIGIBLE FOR MEMBERSHIP IN IIABA THROUGH A STATE ASSOCIATION OR THE DISTRICT OF COLUMBIA ("INTERNATIONAL MEMBERS"), WITH SUCH RIGHTS, DUTIES, AND BENEFITS AS ARE DETERMINED BY THE BOARD; AND 4) SUCH OTHER MEMBERSHIP CATEGORIES AS ARE APPROVED BY THE BOARD ("OTHER MEMBERS"), WITH SUCH RIGHTS, DUTIES AND BENEFITS AS ARE DETERMINED BY THE BOARD. AMENDMENTS OR REPEALS OF THE BYLAWS MUST BE APPROVED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT AND VOTING AT A MEMBERSHIP MEETING OF THE ASSOCIATION, OR IN ANY OTHER MANNER APPROVED BY THE EXECUTIVE COMMITTEE. ALL MEMBERS IN GOOD STANDING MAY VOTE ON ANY MATTER SUBJECT TO A VOTE AT ALL MEMBERSHIP MEETINGS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERSHIP CATEGORIES OF IIABA INCLUDE: 1) INSURANCE AGENCIES AND BROKERAGE FIRMS DOING BUSINESS AS INDIVIDUALS, PARTNERSHIPS, CORPORATIONS, OR OTHER FORMS OF BUSINESS ORGANIZATION ("AGENCY MEMBERS"); 2) STATE ASSOCIATIONS OF WHICH THEY ARE MEMBERS AND RECOGNIZED BY THE BOARD IN ACCORDANCE WITH BOARD RULES ("STATE ASSOCIATIONS"); 3) INSURANCE AGENCIES AND BROKERAGE FIRMS DOING BUSINESS AS INDIVIDUALS, PARTNERSHIPS, CORPORATIONS, OR OTHER FORMS OF BUSINESS ORGANIZATION NOT ELIGIBLE FOR MEMBERSHIP IN IIABA THROUGH A STATE ASSOCIATION OR THE DISTRICT OF COLUMBIA ("INTERNATIONAL MEMBERS"), WITH SUCH RIGHTS, DUTIES, AND BENEFITS AS ARE DETERMINED BY THE BOARD; AND 4) SUCH OTHER MEMBERSHIP CATEGORIES AS ARE APPROVED BY THE BOARD ("OTHER MEMBERS"), WITH SUCH RIGHTS, DUTIES AND BENEFITS AS ARE DETERMINED BY THE BOARD. AMENDMENTS OR REPEALS OF THE BYLAWS MUST BE APPROVED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT AND VOTING AT A MEMBERSHIP MEETING OF THE ASSOCIATION, OR IN ANY OTHER MANNER APPROVED BY THE EXECUTIVE COMMITTEE. ALL MEMBERS IN GOOD STANDING MAY VOTE ON ANY MATTER SUBJECT TO A VOTE AT ALL MEMBERSHIP MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED LINE BY LINE BY THE DIRECTOR OF FINANCE AND CHIEF FINANCIAL OFFICER OF IIABA. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS COMPLETED AND SIGNED ANNUALLY BY ALL OFFICERS AND EMPLOYEES DURING THE MONTH OF AUGUST. COPIES ARE KEPT ON FILE WITH THE LEGAL DEPARTMENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | DURING 2012, AN INDEPENDENT CONSULTANT WAS HIRED TO REVIEW AND RECOMMEND APPROPRIATE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | IIABA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE MEMBERSHIP ON THE LEADERSHIP PAGE OF ITS WEBSITE. THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | SUBSIDIARY INCOME 205,211. ADJUSTMENT TO CASH BALANCE -6,041. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| TRUSTED CHOICE INC | ||||||||||
| 127 SOUTH PEYTON STREET | ALEXANDRIA | VA | 22314 | 542052195 | BRAND DEVELOPMENT | DE | 501 ( C) (6) | IIABA | 0 | |
| IIAA EDUCATIONAL FOUNDATION | ||||||||||
| 127 SOUTH PEYTON STREET | ALEXANDRIA | VA | 22314 | 510152307 | CHARITY | NY | 501 ( C) (3) | IIABA | 0 | 11B, II |
| IIABA PAC (INSURPAC) | ||||||||||
| 127 SOUTH PEYTON STREET | ALEXANDRIA | VA | 22314 | 237427151 | LOBBYING | NY | 527 | IIABA | 0 | |
| PROJECT INVEST | ||||||||||
| 127 SOUTH PEYTON STREET | ALEXANDRIA | VA | 22314 | 133315296 | EDUCATION | NY | 501 ( C) (3) | IIABA | 0 | 7 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BIG I ADVANTAGE | |||||||||||||
| 127 SOUTH PEYTON STREET | ALEXANDRIA | VA | 22314 | 200706318 | INSURANCE AGENTS | DE | N/A | C | -$184,917 | $4,884,631 | 1.00000 | Yes (1) | |
| IIAA MEMBERSHIP SERVICES INC | |||||||||||||
| 127 SOUTH PEYTON STREET | ALEXANDRIA | VA | 22314 | 133211869 | PUBLISHING | VA | C | 0 | BIG I ADVANTAGE | ||||
| IIAA AGENCY ADMINISTRATIVE SERVICES INC | |||||||||||||
| 127 SOUTH PEYTON STREET | ALEXANDRIA | VA | 22314 | 541719430 | INSURANCE AGENTS | VA | C | 0 | BIG I ADVANTAGE | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TRUSTED CHOICE INC | ||
| B | $100,000 | COST |
| TRUSTED CHOICE INC | ||
| C | $25,000 | COST |
| IIAA AGENCY ADMINISTRATIVE SERVICES INC | ||
| J | $55,490 | COST |
| IIAA MEMBERSHIP SERVICES INC | ||
| J | $4,130 | COST |
| IIAA MEMBERSHIP SERVICES INC | ||
| O | $64,447 | COST |
| IIAA AGENCY ADMINISTRATIVE SERVICES INC | ||
| O | $1,626,825 | COST |
| IIAA MEMBERSHIP SERVICES INC | ||
| Q | $21,099 | COST |
| IIAA AGENCY ADMINISTRATIVE SERVICES INC | ||
| Q | $519,393 | COST |
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