TRUSTED CHOICE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTED CHOICE INC (EIN 54-2052195)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-07-14
- IRS object ID
- 201441959349300634
- Schema version
- 2012v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-14T09:55:25-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATKINS MEEGAN LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720B ROCKLEDGE DRIVE SUITE 750 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542052195 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTED CHOICE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % EUGENE S COCKE | InCareOfName |
| Name Control | TRUS | NameControl |
| Phone | 7036834422 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 SOUTH PEYTON STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EUGENE S COCKE | Name |
| Title | TREASURER | Title |
| Phone | 7036834422 | Phone |
| Date Signed | 2014-07-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016547555 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT RUSBULDT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 S PEYTON ST | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5859258 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.trustedchoice.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 350000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 525000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5004410 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5097292 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23635 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17194 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 35391 | OtherRevenuePriorYear |
| Other Revenue Current Year | 219772 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5413436 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5859258 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1188596 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1661248 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3765342 | OtherExpensePriorYear |
| Other Expenses Current Year | 3500448 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4953938 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5161696 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 459498 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 697562 | RevenuesLessExpensesCY |
| Total Assets BOY | 4245863 | TotalAssetsBOY |
| Total Assets EOY | 5126425 | TotalAssetsEOY |
| Total Liabilities BOY | 2161712 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2344712 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2084151 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2781713 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | 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. | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | true | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | EUGENE S COCKE | NamePerson |
| Telephone Number | 7036834422 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 S PEYTON ST | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Reportable Comp From OrganizationReportableCompFromOrganization |
|---|---|---|---|---|---|---|---|
| ROBERT RUSBULDT | |||||||
| PRESIDENT/CEO | 8.0 | 62.0 | X | X | 1403555 | 107914 | |
| BRAD SMITH | |||||||
| DIRECTOR | 1.0 | X | |||||
| BOB FEE | |||||||
| DIRECTOR | 1.0 | X | |||||
| DEBBIE SHEMPERT | |||||||
| DIRECTOR | 1.0 | X | |||||
| TOM COTTON | |||||||
| DIRECTOR | 1.0 | X | |||||
| FRANK SHEPPARD | |||||||
| DIRECTOR | 1.0 | X | |||||
| WILLIAM HARRISON | |||||||
| DIRECTOR | 1.0 | X | |||||
| DEAN MERRILL | |||||||
| DIRECTOR | 1.0 | X | |||||
| BOB RICKETTS | |||||||
| DIRECTOR | 1.0 | X | |||||
| RAY GALLANT | |||||||
| DIRECTOR | 1.0 | X | |||||
| DAVID DANIEL | |||||||
| CHAIR | 1.0 | X | X | ||||
| EUGENE COCKE | |||||||
| Treasurer | 2.0 | 48.0 | X | 234287 | 37457 | 0 | |
| DEBRA PERKINS | |||||||
| VP & SECRETARY | 12.0 | 58.0 | X | 402149 | 25098 | ||
| DAVID G EVANS | |||||||
| EXECUTIVE DIRECTOR | 37.5 | 12.5 | X | 234507 | 19860 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2274498 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 190329 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| OPTIMEDIA INTERNATIONAL INC | |||||
| 13940 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | ADVERTISING | 1656585 |
| ORANGE COUNTY CHOPPER TALENT | |||||
| 14 CROSSROADS COURT | NEWBURGH | NY | 12550 | EVENT | 126579 |
| FACEBOOK INC | |||||
| 1601 SOUTH CALIFORNIA AVENUE | PALO ALTO | CA | 94304 | ADVERTISING | 118800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 525000 | RelatedOrganizations |
| Total Contributions | 525000 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEMBERSHIP DUES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5097292 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5097292 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5097292 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17194 | TotalRevenueColumn |
| Exclusion | $17,194 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STATE GRANT REFUND | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 219772 | TotalRevenueColumn |
| Related Or Exempt Function Income | 219772 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 219772 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5859258 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5317064 | RelatedOrExemptFunctionIncome |
| Exclusion | $17,194 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1661248 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290107 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3692 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2301005 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12153 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24338 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29219 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89501 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7536 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| RESEARCH AND DEVELOPMENT | 56667 |
| VIDEO PRODUCTION | 91556 |
| BOARD EXPENSES | 29887 |
| PERSONNEL COSTS REIMB-IIABA | 550435 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13717 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5161696 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145548 | BOY |
| EOY | 1448916 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4025315 | BOY |
| EOY | 3602509 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75000 | BOY |
| EOY | 75000 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4245863 | BOY |
| EOY | 5126425 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 957665 | BOY |
| EOY | 623351 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1188778 | BOY |
| EOY | 1203498 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15269 | BOY |
| EOY | 517863 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2161712 | BOY |
| EOY | 2344712 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2084151 | BOY |
| EOY | 2781713 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2084151 | BOY |
| EOY | 2781713 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4245863 | BOY |
| EOY | 5126425 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 697562 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | true | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $517,863 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 517863 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 FINANCIAL STATEMENT DISCLOSURE | Identifier |
| Return Reference | SCHEDULE D, PART X | ReturnReference |
| Explanation | 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, 2013 AND 2012. FOR TAX YEARS PRIOR TO 2009, TRUSTED CHOICE IS NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE STATE TAX JURISDICTIONS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (25 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| MAKE-A-WISH FOUNDATION | |||||||
| 4742 N 24TH STREET 400 | PHOENIX | AZ | 85016 | 860481941 | 501(C)(3) | 525000 | SUPPORT |
| AGENCY SERVICE CORPORATION OF KANSAS | |||||||
| 815 SW TOPEKA BLVD | TOPEKA | KS | 66612 | 480948538 | 501(C)(6) | 52486 | ADVERTISING & RECRUITING |
| IIA OF KENTUCKY INC | |||||||
| 13265 OBANNON STN WY | LOUISVILLE | KY | 40223 | 610244696 | 501(C)(6) | 20000 | 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) | 62333 | ADVERTISING & RECRUITING |
| IIA OF MISSISSIPPI | |||||||
| 124 RIVERVIEW DR | FLOWOOD | MS | 39232 | 640204857 | 501(C)(6) | 45000 | ADVERTISING & RECRUITING |
| MISSOURI ASSOCIATION OF INSURANCE AGENTS | |||||||
| 3315 EMERALD LN | JEFFERSON CITY | MO | 65102 | 440580960 | 501(C)(6) | 42860 | ADVERTISING & RECRUITING |
| IIA OF NEBRASKA | |||||||
| 8231-B NORTHWOODS DR | LINCOLN | NE | 68505 | 470248193 | 501(C)(6) | 31378 | ADVERTISING & RECRUITING |
| IIA OF NEW HAMPSHIRE | |||||||
| 125 AIRPORT RD | CONCORD | NH | 03301 | 020207161 | 501(C)(6) | 85000 | ADVERTISING & RECRUITING |
| IIA&B OF NEW JERSEY | |||||||
| 2211 WHTHRS-MRCRVLL RD | TRENTON | NJ | 08619 | 221151205 | 501(C)(6) | 85000 | ADVERTISING & RECRUITING |
| IIA OF NORTH CAROLINA | |||||||
| 101 WESTON OAKS CT | CARY | NC | 27513 | 560340370 | 501(C)(6) | 135000 | ADVERTISING & RECRUITING |
| IIA OF OKLAHOMA | |||||||
| 9417 N KELLEY AVE | OKLAHOMA CITY | OK | 73114 | 731392293 | 501(C)(6) | 13995 | ADVERTISING & RECRUITING |
| IIA OF RHODE ISLAND | |||||||
| 2400 POST RD | WARWICK | RI | 02886 | 056010265 | 501(C)(6) | 85000 | ADVERTISING & RECRUITING |
| IIA&B OF SOUTH CAROLINA | |||||||
| 800 GRACERN RD | COLUMBIA | SC | 29210 | 570248455 | 501(C)(6) | 30000 | ADVERTISING & RECRUITING |
| IIA OF SOUTH DAKOTA | |||||||
| 305 ISLAND DR | FORT PIERRE | SD | 57532 | 466013413 | 501(C)(6) | 35000 | ADVERTISING & RECRUITING |
| INSURORS OF TENNESSEE | |||||||
| 2500 21ST AVE 200 | NASHVILLE | TN | 37212 | 620379523 | 501(C)(6) | 25000 | ADVERTISING & RECRUITING |
| ALABAMA IIA INC | |||||||
| 141 London Pkwy | BIRMINGHAM | AL | 35211 | 590247064 | 501(C)(6) | 16100 | ADVERTISING & RECRUITING |
| IIA OF ILLINOIS | |||||||
| 4360 WABASH AVE | SPRINGFIELD | IL | 62711 | 371301916 | 501(C)(6) | 85000 | ADVERTISING & RECRUITING |
| MASSACHUSETTS AIA | |||||||
| 91 CEDAR ST | MILFORD | MA | 01757 | 043172159 | 501(C)(6) | 85000 | ADVERTISING & RECRUITING |
| IIA OF TEXAS | |||||||
| 1115 SAN JACINTO ST 100 | AUSTIN | TX | 78701 | 741286506 | 501(C)(6) | 45000 | ADVERTISING & RECRUITING |
| IIAA OF GEORGIA INC | |||||||
| 3186 CHESTNUT DRIVE | DORAVILLE | GA | 30340 | 580254843 | 501(C)(6) | 20000 | ADVERTISING & RECRUITING |
| IIA OF WISCONSIN | |||||||
| 725 JOHN NOLEN DRIVE | MADISON | WI | 53713 | 390711474 | 501(C)(6) | 20000 | ADVERTISING & RECRUITING |
| IIAB OF NEW YORK | |||||||
| 5784 WIDEWATERS PKWY | SYRACUSE | NY | 13214 | 150544434 | 501(C)(6) | 6274 | ADVERTISING & RECRUITING |
| GLENDALE PARKS & OPEN SPACE FOUNDATION | |||||||
| 613 EAST BROADWAY RM120 | GLENDALE | CA | 91206 | 270676361 | 501(C)(3) | 6666 | sponsorship |
| IBA SACRAMENTO | |||||||
| PO BOX 225246 | SACRAMENTO | CA | 95865 | 941736203 | 501(C)(6) | 15000 | ADVERTISING & RECRUITING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 23 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCESS FOR MONITORING GRANT FUNDS IN THE UNITED STATES | Identifier |
| Return Reference | LINE 1B | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Base Compensation Filing OrgBaseCompensationFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|---|---|---|
| ROBERT RUSBULDT | ||||||||
| PRESIDENT/CEO | 714333 | 554063 | 135159 | 96527 | 11387 | 1511469 | ||
| EUGENE COCKE | ||||||||
| Treasurer | 177178 | 52337 | 4772 | 21957 | 15500 | 271744 | 0 | 0 |
| DEBRA PERKINS | ||||||||
| VP & SECRETARY | 348564 | 36392 | 17193 | 25098 | 427247 | |||
| DAVID G EVANS | ||||||||
| EXECUTIVE DIRECTOR | 204782 | 28525 | 1200 | 19860 | 254367 | |||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 4B | ReturnReference |
| Explanation | INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC., THE PARENT ORGANIZATION, HAS A DEFERRED COMPENSATION PLAN FOR ITS CHIEF EXECUTIVE OFFICER PURSUANT TO IRS CODE SECTIONS 409A AND 457(F). | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| REVIEW OF FORM 990 | 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. |
| WHETHER AND HOW THE CONFLICT OF INTEREST POLICY IS MONITORED | 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. |
| WHETHER AND HOW THE ORGANIZATION MAKES CERTAIN DOCUMENTS AVAILABLE | 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. |
| PERSONNEL COSTS REIMBURSED TO IIABA | 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. |
| CEO COMPENSATION | 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BIG I ADVANTAGE INC | |||||||||||
| 127 SOUTH PEYTON STREET | ALEXANDRIA | VA | 22314 | 200706318 | INSURANCE AGENTS | DE | IIABA | C | 165368 | 5992849 | true |
| IIAA MEMBERSHIP SERVICES INC | |||||||||||
| 127 SOUTH PEYTON STREET | ALEXANDRIA | VA | 22314 | 133211869 | PUBLISHING | VA | BIG I ADVANTAGE | C | 1613561 | 569473 | true |
| IIAA AGENCY ADMINISTRATIVE SERVICES INC | |||||||||||
| 127 SOUTH PEYTON STREET | ALEXANDRIA | VA | 22314 | 541719430 | INSURANCE AGENTS | VA | BIG I ADVANTAGE | C | 13219578 | 5423377 | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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