2024-02-16T16:07:58-06:00 2023-08-31 222426449 Mandel Fekete & Bloom CPAs 30 Montgomery Street Suite 685 Jersey City NJ 07302 990 2022-09-01 221151205 Independent Insurance Agents of NJ INDE 6095874333 2211 Whitehorse-Mercerville Road Trenton NJ 086192600 Michael L Razze President & CEO 8009526948 2024-02-08 1 Michael Razze XXX-XX-XXXX 0 Frank L Fekete P01380594 2014346875 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Michael L Razze 2211 Whitehorse-Mercerville Road Trenton NJ 086192600 6410056 0 X www.biginj.org X 1893 NJ The Independent Insurance Agents of New Jersey was founded to promote and uphold the principles and practices of the American Independent Insurance Agency system and advance the independent insurance agency system through advocacy and professionalism while supporting member success in serving our communities with excellence. 18 18 9 0 0 0 0 0 506264 603625 -184927 79394 450727 485917 772064 1168936 0 0 0 0 490049 546236 0 0 0 745277 859593 1235326 1405829 -463262 -236893 4471739 4234846 0 0 4471739 4234846 X The Independent Insurance Agents of New Jersey was founded to promote and uphold the principles and practices of the American Independent Insurance Agency system and advance the independent insurance agency system through advocacy and professionalism while supporting member success in serving our communities with excellence. 0 0 193202 Trusted Choice 32590 Educational Courses 129380 Annual Meeting $ 98905Young Agents Committee $ 28424Membership Development $ 2051 3576 PAC Fund $3,576 3576 358748 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 9 0 1 9 1 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ X Organization 8009526948 2211 Whitehorse-Mercerville Rd Trenton NJ 086190230 Christopher P O'Neill Chairman 1.00 X X 3600 0 0 Kristin Ryan Vice Chairman/Treasurer 1.00 X X 1800 0 0 Gerald F Ford III National Director 1.00 X X 1200 0 0 Harold W Soden Jr Immediate Past Chairman 0.00 X X 0 0 0 Jeff Wyrsch Director 0.00 X 0 0 0 David J Strout Jr Director 0.00 X 0 0 0 Robert D Hess Director 0.00 X 0 0 0 Leland S Stanford Director 0.00 X 0 0 0 Scott Caughlan Director 0.00 X 0 0 0 Jacki Frank Director 0.00 X 0 0 0 Matthew Hill Director 0.00 X 0 0 0 Ramiro Martinez-Anillo Director 0.00 X 0 0 0 Jamie Nielsen Director 0.00 X 0 0 0 Annmarie Westerfield Director 0.00 X 0 0 0 George Zelhof Director 0.00 X 0 0 0 Kevin Shannon Director 0.00 X 0 0 0 Glen Watkins Director 0.00 X 0 0 0 Michael L Razze Jr President & CEO 40.00 X 166791 0 0 173391 0 0 1 0 1 0 0 Membership Dues & Assessments 900099 405055 405055 Meetings 900099 105830 105830 Education 900099 67582 67582 Young Agents Committee 900099 24960 24960 198 198 603625 104731 104731 5215783 5241120 -25337 -25337 -25337 Administrative Services 561000 373897 373897 Royalty Fee 561000 58020 58020 Referral Mgmt Fee 561000 54000 54000 485917 1168936 1168936 0 0 X 166791 166791 338886 338886 40559 40559 21610 21610 50211 50211 328 328 29520 29520 11749 11749 Trusted Choice Advertis 172852 172852 National Association Du 110926 110926 Anual & Semiannual Meet 98905 98905 Outside Services 63600 63600 299892 86991 212901 1405829 358748 1047081 0 194252 179894 767151 503670 110722 110493 754 229 3412422 3471243 93440 93440 3720 -13630 4471739 4234846 0 0 X 4479899 4240887 -8160 -6041 4471739 4234846 4471739 4234846 -236893 0 X X 1 X 0 1 0 3576 Indepedent Insurance Agents of NJ Inc Political Action Committee 2211 Whitehorse-Mercerville Road Trenton NJ 086190230 020629560 0 0 0 0 0 405055 3576 3576 93244 -89668 Part I-A, Line 1: The Political Action Committee Fund was created to finance the contributions toward aiding or promoting the public election of candidates supporting matters of interest beneficial to the Organization. 110722 110493 229 229 X X X 0 0 0 Michael L Razze Jr President & CEO 166791 0 0 0 0 0 0 0 0 0 166791 0 0 0 Form 990, Part VI, Section A, line 7a Nominations are made by a nominating committee comprised of two officers, four Board members, and one non-board member. The Board of Directors then votes on the candidates presented by the nominating committee for each position. Form 990, Part VI, Section B, line 11b A copy of Form 990 is emailed to all of the organization's officers prior to filing for review. A conference call would be set up if a discussion is necessary. Form 990, Part VI, Section B, line 12c All officers, committee members, and staff sign a conflict of interest statement annually. The forms are reviewed by the President/CEO. Any conflicts would be addressed with the officers. Form 990, Part VI, Section B, line 15a The President/CEO's compensation is determined by the organization's officers. Industry salary surveys have been consulted. Form 990, Part VI, Section C, line 19 The organization's governing documents and financial statements are made available upon request. Form 990, Part IX, line 24e Board Meetings: Program service expenses 0. Management and general expenses 39,156. Fundraising expenses 0. Total expenses 39,156. Educational Courses: Program service expenses 32,590. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,590. Employees' Pension Contribution: Program service expenses 0. Management and general expenses 32,012. Fundraising expenses 0. Total expenses 32,012. Group Health Insurance: Program service expenses 0. Management and general expenses 30,460. Fundraising expenses 0. Total expenses 30,460. Public Relations/Marketing: Program service expenses 0. Management and general expenses 29,812. Fundraising expenses 0. Total expenses 29,812. Committee Expenses Young Agents: Program service expenses 28,424. Management and general expenses 0. Fundraising expenses 0. Total expenses 28,424. Trusted Choice Dues: Program service expenses 20,350. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,350. Local Dues: Program service expenses 0. Management and general expenses 18,278. Fundraising expenses 0. Total expenses 18,278. Insurance: Program service expenses 0. Management and general expenses 16,555. Fundraising expenses 0. Total expenses 16,555. Computer Maintenance: Program service expenses 0. Management and general expenses 14,829. Fundraising expenses 0. Total expenses 14,829. Officers' Business Expense: Program service expenses 0. Management and general expenses 8,673. Fundraising expenses 0. Total expenses 8,673. Office Supplies: Program service expenses 0. Management and general expenses 6,242. Fundraising expenses 0. Total expenses 6,242. Dues & Subscriptions: Program service expenses 0. Management and general expenses 4,709. Fundraising expenses 0. Total expenses 4,709. Political Action Committee: Program service expenses 3,576. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,576. Staff Business Expense: Program service expenses 0. Management and general expenses 2,754. Fundraising expenses 0. Total expenses 2,754. Staff Auto Expense: Program service expenses 0. Management and general expenses 2,718. Fundraising expenses 0. Total expenses 2,718. Telephone: Program service expenses 0. Management and general expenses 2,416. Fundraising expenses 0. Total expenses 2,416. Membership Development: Program service expenses 2,051. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,051. Equipment Lease: Program service expenses 0. Management and general expenses 1,350. Fundraising expenses 0. Total expenses 1,350. Payroll Service: Program service expenses 0. Management and general expenses 1,106. Fundraising expenses 0. Total expenses 1,106. Postage: Program service expenses 0. Management and general expenses 856. Fundraising expenses 0. Total expenses 856. Printing: Program service expenses 0. Management and general expenses 655. Fundraising expenses 0. Total expenses 655. Bank Charges: Program service expenses 0. Management and general expenses 300. Fundraising expenses 0. Total expenses 300. Filing Fees: Program service expenses 0. Management and general expenses 20. Fundraising expenses 0. Total expenses 20. Form 990, Part XII, Line 2c: The process for oversight of the review and selection of an independent accountant is the same as the prior year. IIANJ Marketing Programs Inc PO Box 3230 2211 Whitehorse-Mercerv Trenton NJ 086190230 222825721 Ancillary Profit Directed Activities NJ N/A C -80404 5095848 1.00000 0 IIANJ Realty Corp Inc PO Box 3230 2211 Whitehorse-Mercerv Trenton NJ 086190230 221735305 Building Administration NJ N/A C 10942 509044 1.00000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 IIANJ Marketing Programs Inc A 37973 IIANJ Marketing Programs Inc A 54000 IIANJ Marketing Programs Inc Q 373897