2015-07-15T08:38:59-05:00 2014-08-31 COHNREZNICK LLP 6720B ROCKLEDGE DRIVE SUITE 750 BETHESDA MD 20817 990 2013-09-01 542052195 TRUSTED CHOICE INC % EUGENE S COCKE TRUS 7036834422 127 SOUTH PEYTON STREET Suite ALEXANDRIA VA 22314 Eugene S Cocke CFO 7036834422 2015-07-13 true DANIEL D O'SHEA P00957510 7036834422 2013 2016-02-25 16:41:14Z ROBERT RUSBULDT 127 S PEYTON ST ALEXANDRIA VA 22314 5273739 false X www.trustedchoice.com X 2001 DE TRUSTED CHOICE IS A UNIFYING BRAND CREATED TO HELP EDUCATE CONSUMERS ABOUT THE BENEFITS OF USING AN INDEPENDENT INSURANCE AGENT OR BROKER WHEN BUYING INSURANCE. 12 11 0 0 0 525000 100000 5097292 5073725 17194 9098 219772 90916 5859258 5273739 1661248 2418807 0 0 0 341045 0 0 0 3500448 4227583 5161696 6987435 697562 -1713696 5126425 3224266 2344712 2156249 2781713 1068017 X TRUSTED CHOICE WAS CREATED TO BE A UNIFYING BRAND FOR INDEPENDENT INSURANCE AGENTS AND BROKERS AND TO HELP EDUCATE CONSUMERS ABOUT THE BENEFITS OF USING AN INDEPENDENT AGENT OR BROKER WHEN BUYING INSURANCE - CHOICE OF COMPANIES, CUSTOMIZATION OF POLICIES, AND ADVOCACY SUPPORT. TRUSTED CHOICE PROVIDES RESOURCES FOR INDEPENDENT AGENTS AND BROKERS TO POSITION THEMSELVES AS THE PREMIER DISTRIBUTION OPTION. false false Trusted Choice, the consumer brand program for independent agents and brokers has member locations across the country that utilize the brand. The Trusted Choice Brand is being promoted nationally through a combination of advertising, company partner ingredient branding, public relations, member agency marketing, and internet promotion. TrustedChoice.com enables a "one-stop-shop" online insurance shopping experience. Consumers receive multiple, real-time personal lines rate quotes from a number of insurance companies and can then connect with a local independent agent for ongoing service. false true false true false false false false false false false false false true true false true false false false false false false false false false true false true false false false false false false false false false false false true false false true 0 0 true 0 false false false false false false X 12 11 false false false false false false false true true false false false true true true true true true false false X EUGENE S COCKE 7036834422 127 S PEYTON ST ALEXANDRIA VA 22314 X ROBERT RUSBULDT PRESIDENT/CEO 5.0 65.0 X X 51569 1462702 108596 BRAD SMITH DIRECTOR 1.0 1.0 X PAMELA ADAMS DIRECTOR 1.0 X DEBBIE SHEMPERT DIRECTOR 1.0 1.0 X LYNN MATHIS DIRECTOR 1.0 1.0 X FRANK SHEPPARD DIRECTOR 1.0 X JOHN FUNKHOUSER DIRECTOR 1.0 X RANDY LANOIX DIRECTOR 1.0 5.0 X SHERI ACCONZO DIRECTOR 1.0 X RICK SPRENG DIRECTOR 1.0 1.0 X MIKE MCBRIDE DIRECTOR 1.0 X DAVID DANIEL CHAIR 1.0 X X EUGENE COCKE Treasurer 3.0 47.0 X 16979 232296 41004 DAVID G EVANS EXECUTIVE DIRECTOR 37.5 12.5 X 184126 61375 20707 Scott Kneeland General Counsel & Secretary 3.75 51.25 X 11007 150602 20127 263681 1906975 190434 1 false true false OPTIMEDIA INTERNATIONAL INC 13940 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 ADVERTISING 1120976 MARC USA PITTSBURGH INC PO BOX 536264 PITTSBURGH PA 152535904 ADVERTISING CONSULT 669914 FACEBOOK INC 1601 SOUTH CALIFORNIA AVENUE PALO ALTO CA 94304 ADVERTISING 104825 MICHAEL WATERS 444 N WABASH AVENUE SUITE 4W CHICAGO IL 60611 Radio Advertising 255000 4 100000 100000 MEMBERSHIP DUES 900099 5073725 5073725 5073725 9098 9098 0 0 0 0 0 0 0 0 0 STATE GRANT REFUND 900099 90916 90916 90916 5273739 5164641 9098 2418807 0 0 0 341045 0 0 0 0 0 295556 0 3600 0 0 0 29742 3007681 47180 248289 0 24311 155067 0 0 0 0 0 8310 RESEARCH AND DEVELOPMENT 47535 SPECIAL EVENTS 26336 BOARD EXPENSES 23115 PERSONNEL COSTS REIMB-IIABA 272188 38673 6987435 1448916 451295 3602509 2676607 0 0 0 0 0 0 0 0 0 0 0 0 75000 96364 0 0 0 0 0 0 0 0 0 0 0 5126425 3224266 623351 697260 0 0 1203498 1199252 0 0 0 0 0 0 0 0 0 0 517863 259737 2344712 2156249 X 2781713 1068017 0 0 0 0 2781713 1068017 5126425 3224266 -1713696 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false 0 DUE TO AFFILIATES 259737 259737 X SCHEDULE D, PART X TRUSTED CHOICE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. TRUSTED CHOICE RECOGNIZES INTEREST EXPENSE RELATED TO UNRECOGNIZED TAX BENEFITS AND PENALTIES IN GENERAL AND ADMINISTRATIVE EXPENSES ON THE STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS. THERE IS NO PROVISION IN THESE FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED AUGUST 31, 2014 AND 2013. FOR TAX YEARS PRIOR TO 2010, TRUSTED CHOICE IS NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE STATE TAX JURISDICTIONS. true MAKE-A-WISH FOUNDATION 4742 N 24TH STREET 400 PHOENIX AZ 85016 860481941 501(C)(3) 567500 SUPPORT AGENCY SERVICE CORPORATION OF KANSAS 815 SW TOPEKA BLVD TOPEKA KS 66612 480948538 501(C)(6) 72887 ADVERTISING & RECRUITING IIA OF KENTUCKY INC 13265 OBANNON STN WY LOUISVILLE KY 40223 610244696 501(C)(6) 46550 ADVERTISING & RECRUITING IIA&B OF LOUISIANA INC 18153 EPetroleum Dr BATON ROUGE LA 70809 720373619 501(C)(6) 43463 ADVERTISING & RECRUITING MAINE INSURANCE AGENTS ASSOCIATION 432 WESTERN AVE AUGUSTA ME 04330 010219810 501(C)(6) 40000 ADVERTISING & RECRUITING MINNESOTA INDEPENDENT INSURANCE AGENTS 7500 FLYING CLOUD DR EDEN PRAIRIE MN 55344 411757272 501(C)(6) 76509 ADVERTISING & RECRUITING IIA OF MISSISSIPPI 124 RIVERVIEW DR FLOWOOD MS 39232 640204857 501(C)(6) 50197 ADVERTISING & RECRUITING MISSOURI ASSOCIATION OF INSURANCE AGENTS 3315 EMERALD LN JEFFERSON CITY MO 65102 440580960 501(C)(6) 50135 ADVERTISING & RECRUITING IIA OF NEBRASKA 8231-B NORTHWOODS DR LINCOLN NE 68505 470248193 501(C)(6) 22290 ADVERTISING & RECRUITING IIA OF NEW HAMPSHIRE 125 AIRPORT RD CONCORD NH 03301 020207161 501(C)(6) 86647 ADVERTISING & RECRUITING IIA&B OF NEW JERSEY 2211 WHTHRS-MRCRVLL RD TRENTON NJ 08619 221151205 501(C)(6) 92492 ADVERTISING & RECRUITING IIA OF NORTH CAROLINA 101 WESTON OAKS COURT CARY NC 27513 560340370 501(C)(6) 117208 ADVERTISING & RECRUITING IIA OF OKLAHOMA 9417 N KELLEY AVE OKLAHOMA CITY OK 73114 731392293 501(C)(6) 40745 ADVERTISING & RECRUITING IIA OF RHODE ISLAND 2400 POST RD WARWICK RI 02886 056010265 501(C)(6) 87625 ADVERTISING & RECRUITING IIA&B OF SOUTH CAROLINA 800 GRACERN RD COLUMBIA SC 29210 570248455 501(C)(6) 37725 ADVERTISING & RECRUITING IIA OF SOUTH DAKOTA 305 ISLAND DR FORT PIERRE SD 57532 466013413 501(C)(6) 41266 ADVERTISING & RECRUITING INSURORS OF TENNESSEE 2500 21ST AVE 200 NASHVILLE TN 37212 620379523 501(C)(6) 79333 ADVERTISING & RECRUITING ALABAMA IIA INC 141 London Pkwy BIRMINGHAM AL 35211 590247064 501(C)(6) 13241 ADVERTISING & RECRUITING PIIA OF ILLINOIS 4360 WABASH AVE SPRINGFIELD IL 62711 371301916 501(C)(6) 113328 ADVERTISING & RECRUITING MASSACHUSETTS AIA 91 CEDAR ST MILFORD MA 01757 043172159 501(C)(6) 85000 ADVERTISING & RECRUITING Texas AIA 1115 SAN JACINTO ST 100 AUSTIN TX 78701 741286506 501(C)(6) 114100 ADVERTISING & RECRUITING IIA OF WEST VIRGINIA 179 SUMMERS ST 321 CHARLESTON WV 25301 550712014 501(C)(6) 50000 Sponsorship IIAA OF GEORGIA INC 3186 CHESTNUT DRIVE DORAVILLE GA 30340 580254843 501(C)(6) 33000 ADVERTISING & RECRUITING IIA OF WISCONSIN 725 JOHN NOLEN DRIVE MADISON WI 53713 390711474 501(C)(6) 39867 ADVERTISING & RECRUITING IIAB OF NEW YORK 5784 WIDEWATERS PKWY SYRACUSE NY 13214 150544434 501(C)(6) 33180 ADVERTISING & RECRUITING GLENDALE PARKS & OPEN SPACE FOUNDATION 613 EAST BROADWAY 120 GLENDALE CA 91206 270676361 501(C)(3) 10000 sponsorship FLORIDA AIA 3159 SHAMROCK SOUTH TALLAHASSEE FL 32309 590247064 501(C)(6) 139677 ADVERTISING & RECRUITING PIIA of Colorado Inc 8354 NORTHFIELD BLVD 2710 DENVER CO 80239 841203189 501(c)(6) 10000 Advertising & Recruiting Vermont IAA Inc 47 COURT STREET MONTPELIER VT 056022813 030213935 501(c)(6) 50000 Advertising & Recruiting IIA of New Mexico 1511 University Blvd Albuquerque NM 87102 850278890 501(c)(6) 28750 Advertising & Recruiting IIA of Virginia Inc 8600 Mayland Drive Richmond VA 23294 540417627 501(c)(6) 14642 Advertising & Recruiting 2 32 PART I, LINE 2 ONCE A GRANT HAS BEEN APPROVED, THE GRANTEE MUST INCUR ADVERTISING EXPENSES FOR THE BENEFIT OF TRUSTED CHOICE. THOSE EXPENSES ARE SUBMITTED TO THE ORGANIZATION BEFORE THE GRANT DOLLARS ARE REMITTED. X X X X false true false ROBERT RUSBULDT PRESIDENT/CEO 45975 1304025 5108 144892 486 13785 3297 93508 402 11389 55268 1567599 EUGENE COCKE Treasurer 12892 176383 4087 55913 0 0 1624 22216 1169 15995 19772 270507 DAVID G EVANS EXECUTIVE DIRECTOR 158832 52944 24394 8131 900 300 15530 5177 0 0 199656 66552 Scott Kneeland General Counsel & Secretary 11007 150602 0 0 0 0 924 12649 446 6108 12377 169359 SCHEDULE J, PART I, LINE 4B INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC., THE PARENT ORGANIZATION, HAS A DEFERRED COMPENSATION arrangement with ITS CHIEF EXECUTIVE OFFICER stating IIABA shall pay the Executive deferred compensation of $500,000 on August 31, 2019 if the Executive is still employed by IIABA on that date. The deferred compensation shall be forfeited if the Executive is for any reason not employed by the Association on August 31, 2019. PART VI, LINE 11B THE 990 IS REVIEWED LINE BY LINE BY THE DIRECTOR OF FINANCE AND CHIEF FINANCIAL OFFICER OF THE PARENT CORPORATION, INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC. PART VI, 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. PART VI, LINE 19 COPIES OF THE TRUSTED CHOICE FORM 990 ARE MADE AVAILABLE UPON REQUEST. COPIES OF TRUSTED CHOICE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS OF THE WEBSITE. PART IX, LINE 24D TRUSTED CHOICE HAS NO EMPLOYEES. TRUSTED CHOICE REIMBURSES ITS PARENT ENTITY, INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA (IIABA), FOR PERSONNEL COSTS PAID BY IIABA ON BEHALF OF IIABA EMPLOYEES PERFORMING WORK FOR TRUSTED CHOICE. PART VI, LINE 15A THE EMPLOYMENT CONTRACT FOR THE CEO WAS RENEWED IN SEPTEMBER 2012 AFTER AN INDEPENDENT REVIEW BY AN OUTSIDE FIRM, AS WELL AS THE EXECUTIVE COMMITTEE OF IIABA. INDEPENDENT INS AGENTS & BROKERS OF AM 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 135665571 INSURANCE NY 501(c)(6) N/A NA false PROJECT INVEST 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 133315296 EDUCATION NY 501(c)(3) 7 IIABA false IIAA EDUCATIONAL FOUNDATION 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 510152307 CHARITY NY 501(c)(3) 11B,II IIABA false IIABA PAC 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 237427151 LOBBYING NY 527 N/A IIABA false BIG I ADVANTAGE INC 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 200706318 INSURANCE AGENTS DE IIABA C 0 0 0.00000 false IIAA MEMBERSHIP SERVICES INC 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 133211869 PUBLISHING VA BIG I ADVANTAGE C 0 0 false IIAA AGENCY ADMINISTRATIVE SERVICES INC 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 541719430 INSURANCE AGENTS VA BIG I ADVANTAGE C 0 0 false false false true false false false false false false false false false true true true true false true false