2014-07-14T09:55:25-05:00 2013-08-31 WATKINS MEEGAN LLC 6720B ROCKLEDGE DRIVE SUITE 750 BETHESDA MD 20817 990 2012-09-01 542052195 TRUSTED CHOICE INC % EUGENE S COCKE TRUS 7036834422 127 SOUTH PEYTON STREET Suite ALEXANDRIA VA 22314 EUGENE S COCKE 7036834422 2014-07-11 true 3016547555 2012 2015-11-30 17:44:51Z ROBERT RUSBULDT 127 S PEYTON ST ALEXANDRIA VA 22314 5859258 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. 11 10 0 11 0 350000 525000 5004410 5097292 23635 17194 35391 219772 5413436 5859258 1188596 1661248 0 0 0 0 0 0 0 3765342 3500448 4953938 5161696 459498 697562 4245863 5126425 2161712 2344712 2084151 2781713 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 0 false false false false false false X 11 10 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 ROBERT RUSBULDT 8.0 62.0 X X 1403555 107914 BRAD SMITH 1.0 X BOB FEE 1.0 X DEBBIE SHEMPERT 1.0 X TOM COTTON 1.0 X FRANK SHEPPARD 1.0 X WILLIAM HARRISON 1.0 X DEAN MERRILL 1.0 X BOB RICKETTS 1.0 X RAY GALLANT 1.0 X DAVID DANIEL 1.0 X X EUGENE COCKE 2.0 48.0 X 0 234287 37457 DEBRA PERKINS 12.0 58.0 X 402149 25098 DAVID G EVANS 37.5 12.5 X 234507 19860 0 2274498 190329 0 false true false 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 3 525000 525000 MEMBERSHIP DUES 900099 5097292 5097292 5097292 17194 17194 0 0 0 0 0 0 0 0 0 STATE GRANT REFUND 900099 219772 219772 219772 5859258 5317064 17194 1661248 0 0 0 0 0 0 0 0 0 290107 0 3692 0 0 0 635 2301005 12153 24338 0 29219 89501 0 0 0 0 0 7536 RESEARCH AND DEVELOPMENT 56667 VIDEO PRODUCTION 91556 BOARD EXPENSES 29887 PERSONNEL COSTS REIMB-IIABA 550435 13717 5161696 145548 1448916 4025315 3602509 0 0 0 0 0 0 0 0 0 0 0 0 75000 75000 0 0 0 0 0 0 0 0 0 0 0 4245863 5126425 957665 623351 0 0 1188778 1203498 0 0 0 0 0 0 0 0 0 0 15269 517863 2161712 2344712 X 2084151 2781713 0 0 0 0 2084151 2781713 4245863 5126425 697562 X false true X true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false 0 DUE TO AFFILIATES 517863 517863 X FIN 48 FINANCIAL STATEMENT DISCLOSURE 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, 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. true 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 2 23 PROCESS FOR MONITORING GRANT FUNDS IN THE UNITED STATES LINE 1B 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 714333 554063 135159 96527 11387 1511469 EUGENE COCKE 0 177178 52337 4772 21957 15500 0 271744 DEBRA PERKINS 348564 36392 17193 25098 427247 DAVID G EVANS 204782 28525 1200 19860 254367 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B 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). 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. 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 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 false false true false false false false false false false false true true true true false true false