INDEPENDENT AGENTS ASSOCIATION EXECUTIVES: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT AGENTS ASSOCIATION EXECUTIVES (EIN 58-2004363)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202611209349300006
- Schema version
- 2025v4.1
- 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) |
|---|---|---|
| Return | 2026-04-30T07:13:23-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261832616 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTON-MANNI CONSULTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 SETIAN LANE | AddressLine1Txt |
| City | WEST WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02893 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582004363 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT AGENTS ASSOCIATION EXECUTIVES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDE | BusinessNameControlTxt |
| Phone | 4017322400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 POST ROAD | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A MALE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4017322400 | PhoneNum |
| Signature | 2026-04-30 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY R MANNI | PreparerPersonNm |
| PTIN | P00883403 | PTIN |
| Phone | 4012556999 | PhoneNum |
| Preparation | 2026-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK A MALE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 POST ROAD | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $236,291 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | THE ASSOCIATION IS A NON-PROFIT ORGANIZATION WHOSE PURPOSE IS TO ENHANCE THE ABILITY OF ITS MEMBERS TO PROFESSIONALLY MANAGE THE AFFAIRS OF THE ASSOCIATIONS THEY REPRESENT VIA EDUCATION COMMUNICATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $140,051 | PYContributionsGrantsAmt |
| CY Contributions Grants | $172,509 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,487 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $42,188 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,594 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,380 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,462 | PYOtherRevenueAmt |
| CY Other Revenue | $10,214 | CYOtherRevenueAmt |
| PY Total Revenue | $200,594 | PYTotalRevenueAmt |
| CY Total Revenue | $236,291 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $234,063 | PYOtherExpensesAmt |
| CY Other Expenses | $275,504 | CYOtherExpensesAmt |
| PY Total Expenses | $234,063 | PYTotalExpensesAmt |
| CY Total Expenses | $275,504 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$33,469 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$39,213 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $336,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $294,677 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,113 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $317,777 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $278,564 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ASSOCIATION IS A NON-PROFIT MEMBERSHIP ORGANIZATION WHOSE PURPOSE IS TO ENHANCE THE ABILITY OF ITS MEMBERS TO PROFESSIONALLY MANAGE THE AFFAIRS OF THE ASSOCIATIONS THEY REPRESENT. THE ANNUAL CONVENTION PROVIDES SPECIALIZED EDUCATION TO MEMBERS, COMMUNICATION TO AND WITH AGENTS NATIONAL ORGANIZATION, AND THE EXCHANGE OF IDEAS AMONG MEMBERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $141,887 | ExpenseAmt |
| Desc | THE ASSOCIATION IS A NON-PROFIT MEMBERSHIP ORGANIZATION WHOSE PURPOSE IS TO ENHANCE THE ABILITY OF ITS MEMBERS TO PROFESSIONALLY MANAGE THE AFFAIRS OF THE ASSOCIATIONS THEY REPRESENT. THE ANNUAL CONVENTION PROVIDES SPECIALIZED EDUCATION TO MEMBERS, COMMUNICATION TO AND WITH AGENTS NATIONAL ORGANIZATION, AND THE EXCHANGE OF IDEAS AMONG MEMBERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,047 | ExpenseAmt |
| Revenue | $26,433 | RevenueAmt |
| Desc | THE ASSOCIATION PURCHASES ZOOM/GO TO MEETING SUBSCRIPTION FOR ALL MEMBERS AND BILLS BACK TO EACH PARTICIPATING STATE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $167,934 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND ASSOCIATION SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4017322400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 POST ROAD | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MATT BANASZYNSKI | ||||||
| PRESIDENT | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KELLEY ERSTINE | ||||||
| VICE PRESIDENT | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TARA PURVIS | ||||||
| SECRETARY | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| APRIL GOODIN | ||||||
| TREASURER | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN BARBOUR | ||||||
| IMMED. PAST PRESIDENT | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK MALE | ||||||
| EXECUTIVE DIRECTOR | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $16,509 | MembershipDuesAmt |
| All Other Contributions | $156,000 | AllOtherContributionsAmt |
| Total Contributions | $172,509 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $42,188 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $42,188 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,380 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,214 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $236,291 | TotalRevenueColumnAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,500 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,887 | TotalAmt |
| Program Services | $141,887 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,564 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BANK AND CREDIT CARD FEES | $1,011 | |
| FEDERAL PENALTIES/INTEREST | $7,057 | |
| MEETING EXPENSE | $5,381 | |
| GROUP GTM/GTW/ZOOM | $26,047 | $26,047 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,504 | TotalAmt |
| Program Services | $167,934 | ProgramServicesAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,600 | BOYAmt |
| EOY | $242,311 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,470 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,033 | BOYAmt |
| EOY | $52,366 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,103 | BOYAmt |
| EOY | $294,677 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326 | BOYAmt |
| EOY | $153 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,000 | BOYAmt |
| EOY | $15,960 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,326 | BOYAmt |
| EOY | $16,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,777 | BOYAmt |
| EOY | $278,564 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,777 | BOYAmt |
| EOY | $278,564 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,103 | BOYAmt |
| EOY | $294,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$39,213 | ReconcilationRevenueExpnssAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (true) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Section OTHER INFORMATION, Line OTHER INFORMATION | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| Form 990, Part IV, Section SECTION A, Line LINE 3 | NEW ELGLAND ASSOCIATION SERVICES PROVIDES THE EXECUTIVE DIRECTOR RESPONSIBILITIES FOR IAAE. |
| Form 990, Part I, Section SUMMARY, Line LINE 10 | INVESTMENT INCOME INTEREST 11,380.31 |
| Form 990, Part I, Section SUMMARY, Line LINE 11 | OTHER REVENUE - ROYALTIES 10,213.83 |
| Form 990, Part I, Section SUMMARY, Line LINE 17 | OTHER EXPENSES MANAGEMENT 36,499.92 OFFICE 544 INFORMATION TECH 813 ACCOUNTING 1,700 SPONSORSHIP 3,000 FEDERAL PENALTY/INTEREST 7,057 CONFERENCES/CONVENTION/MEETING PROGRAM EXPENSE 141,887 INSURANCE 1,564 MERCHANT FEES/BANK FEES 1,011 MEETING EXPENSE 5,381 GROUP GTM/GTW/ZOOM 26,047 PROGRAM EXPENSE BOARD INITIATIVE 50,000. |
| Form 990, Part I, Section SUMMARY, Line LINE 20 21 | TOTAL ASSETS BANK/CASH - 242,311, PREPAID EXPENSES 52,365.40. TOTAL LIABILITIES A/P 152.99 UNEARNED REVENUE 15,959.65 TOTAL EQUITY 278,564.03. |
| Form 990, Part III, Line LINE 1 | ADDITIONAL INFORMATION ABOUT THE ORGANIZATION MEMBERSHIP IS AUTOMATIC FOR EVERY STATE AGENTS ASSOCIATION DUES ARE VOLUNTARY THERE IS A WEBSITE TO FACILITATE REGISTRATION FOR THE ANNUAL CONFERENCE AND REMITTANCE OF ANNUAL DUES BIGIEXECS.COM IAAE MAINTAINS A GROUPSITE TO FACILITATE DISCUSSIONS, IDEA EXCHANGES, AND AS A REPOSITORY OF VARIOUS DOCUMENTS USEFUL FOR MANAGING STATE ASSOCIATIONS IIAE.GROUPSITE.COM THIS SITE IS MANAGED BY NEAS. |
| Form 990, Part VI, Section SECTION A, Line LINE 3 | NEW ENGLAND ASSOCIATION SERVICES IS THE MANAGEMENT COMPANY FOR THE ASSOCIATION. |
| Form 990, Part VI, Section SECTION A, Line LINE 7A | NOMINATIONS COME FROM A NOMINATING COMMITTEE LED BY THE IMMEDIATE PAST PRESIDENT PLUS THE TWO PRIOR PRESIDENTS AND PRESENTED AT THE ANNUAL MEETING. BOARD IS ELECTED EACH YEAR AT ANNUAL CONFERENCE BY A MAJORITY OF THE MEMBERSHIP PRESENT. |
| Form 990, Part VI, Section SECTION B, Line LINE 11B | THE MANAGEMENT COMPANY PROVIDES REGULAR FINANCIAL REPORTS TO LEADERSHIP. THE MANAGEMENT COMPANY REVIEWS THE TAX FORM AND INSTRUCTS THE THIRD PARTY ACCOUNTANT TO FILE THE RETURN. THE COMPLETE FORM 990 AND ALL SCHEDULES WILL BE SHARED WITH ALL BOARD MEMBERS. |
| Form 990, Part VI, Section SECTION B, Line LINE 15A15B | ANSWERED NO - BUT THERE IS NO COMPENSATION FOR ANYONE IN THE ASSOCIATION. |
| Form 990, Part VI, Section SECTION C, Line LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND/OR FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OF THE BOARD MEMBERS OR THE MANAGEMENT COMPANY. |
| Form 990, Part XII, Line LINE 2A 2B | IN 2025, THE FINANCIALS WERE MAINTAINED BY THE FINANCE DIRECTOR OF THE MANAGEMENT COMPANY, WHO IS AN INDEPENDENT OF THE ASSOCIATION. THE ASSOCIATON. THE FINANCIALS WERE NOT AUDITED BY AN INDEPENDENT ACCOUNTANT. |
| Form 990, Part XII, Line LINE 2C | WHILE THE BOARD DOES NOT CURRENTLY HAVE A COMMITTEE OR POLICY THE ASSUMES RESPONSIBILITY FOR OVERSIGHT THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE BOARD MAKES THAT DECISION. ADDITIONALLY THE BOARD IS MOVING FORWARD WITH NEW ENGLAND ASSOCIATION SERVICES, A MANAGAMENT COMPANY, WHO WILL PROVIDE REGULAR FINANCIAL REPORTS TO LEADERSHIP. |
| Form 990, Part XII, Section SCHEDULE B, Line PART 1 | THIS IS NOT ON PART XII, THIS IS ON SCHEDULE B NONCHARITABLE ORGANIZATIONS, SUCH AS 501.C.6 TRADE ASSOCIATIONS, MAY REPORT ONLY THE AMOUNTS RECEIVED FROM EACH SUBSTANTIAL CONTRIBUTOR ON SCHEDULE B. AN ORGANIZATION MUST KEEP THE DONORS NAMES AND ADDRESSES IN ITS RECORDS AND MAKE THEM AVAILABLE TO THE IRS IN THE EVENT OF AN EXAMINATION. |
| Form 990, Part XII, Section SCHEDULE C, Line PART III-A | THIS IS NOT ON PART XII, THIS IS ON SCHEDULE C THE ASSOCIATION DOES NOT SPEND ANY FUNDS FOR LOBBYING |