2024-07-12T11:07:36-05:00 2023-08-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-09-01 390711474 INDEPENDENT INSURANCE AGENTS OF WISCONSIN INC INDE 6082564429 725 JOHN NOLEN DRIVE MADISON WI 53713 MATTHEW BANASZYNSKI CHIEF EXECUTIVE OFFICER 6082564429 2024-07-11 1 MATTHEW BANASZYNSKI 999009999 1 JASON STEPHENS CPA P01263225 6082744020 2024-07-11 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW BANASZYNSKI 725 JOHN NOLEN DRIVE MADISON WI 53713 1746259 0 X WWW.IIAW.COM X 1950 WI TO PROMOTE AND REPRESENT THE COMMON BUSINESS INTERESTS OF THE INDEPENDENT INSURANCE AGENTS WITHIN THE INSURANCE INDUSTRY IN THE STATE OF WISCONSIN, BEFORE THE WISCONSIN STATE LEGISLATURE AND OTHER PUBLIC BODIES, AND BEFORE THE PUBLIC. 12 12 10 80 189272 0 587907 0 496365 1133572 63595 65967 25126 509030 1172993 1708569 0 0 0 0 834707 906757 0 0 0 275499 773577 1110206 1680334 62787 28235 2740637 2904620 498977 587299 2241660 2317321 X INDEPENDENT INSURANCE AGENTS OF WISCONSIN, INC. (IIAW)'S MISSION IS TO PROVIDE OUR MEMBERS WITH A SUSTAINABLE, COMPETITIVE ADVANTAGE WHEREAS PROMOTING AND REPRESENTING THEIR COMMON BUSINESS INTERESTS BY WORKING TO FULFILL THEIR EDUCATIONAL, POLITICAL AND BUSINESS NEEDS, WHILE SERVING THE PUBLIC'S BEST INTERESTS. 0 0 INSURANCE PROGRAM - IIAW OFFERS SEVERAL TYPES OF INSURANCE TO ITS MEMBERS: ERRORS AND OMISSIONS, DATA BREACH AND EMPLOYMENT PRACTICES LIABILITY INSURANCE. ANNUAL CONVENTION - IIAW HOLDS AN ANNUAL CONVENTION, INSURCON, WITH KEYNOTE SPEAKERS, PANELS, PRESENTERS, AND EXHIBITORS TO HELP PROMOTE MEMBER ACTIVITIES AND DISCUSS CHANGES TO THE INSURANCE INDUSTRY. AGENT TRAINING - IIAW PROVIDES TRAININGS AND SEMINARS THROUGHOUT THE YEAR TO PROMOTE THE PROLIFERATION OF ETHICAL AND EDUCATIONAL DATA TO ITS MEMBERS. 0 0 0 1 0 0 0 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 1 10 0 10 1 1 1 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 1 1 1 1 X MATTHEW BANASZYNSKI 6082564429 725 JOHN NOLEN DRIVE MADISON WI 53713 NICK ARNOLDY PRESIDENT 4.00 X X 0 0 0 MIKE ANSAY PRESIDENT ELECT 4.00 X X 0 0 0 JOANNE LUKAS SZYMASZEK SECRETARY - TREASURER 4.00 X X 0 0 0 MARC PETERSEN CHAIRMAN OF THE BOARD 4.00 X X 0 0 0 STEVE LEITCH STATE NATIONAL DIRECTOR 4.00 X X 0 0 0 JANEL BAZAN DIRECTOR 1.00 X 0 0 0 MIKE HARRISON DIRECTOR 1.00 X 0 0 0 AARON MARSH DIRECTOR 1.00 X 0 0 0 KASH MOTLANI DIRECTOR 1.00 X 0 0 0 DAN LAU DIRECTOR 1.00 X 0 0 0 ANDREA NELSON DIRECTOR 1.00 X 0 0 0 BRAD REITZNER DIRECTOR 1.00 X 0 0 0 MATTHEW BANASZYNSKI CHIEF EXECUTIVE DIRECTOR 53.00 7.00 X 345533 0 55222 MALLORY CORNELL VICE PRESIDENT 40.00 X 115881 0 33466 461414 0 88688 2 0 1 0 0 MEMBERSHIP DUES 813910 492617 492617 SPONSORSHIP AND CONVENTION 561920 336208 336208 COMMUNICATIONS 541800 168997 2465 166532 SEMINAR AND EDUCATION FEES 611430 135750 135750 1133572 49534 49534 12665 4717 7948 7948 7948 49406 32973 16433 16433 16433 REIMBURSEMENTS 900099 390290 390290 MANAGEMENT SERVICE FEES 541610 96000 96000 GROUP HEALTH COMMISSIONS 524298 14792 14792 501082 1708569 967040 189272 552257 438083 347708 43017 29044 48905 55586 18720 84520 14378 7641 11149 34233 86714 6520 247673 17179 18883 DUES AND SUBSCRIPTIONS 102702 PUBLICATIONS 51451 16228 1680334 291749 287305 412301 159059 151732 24765 32040 72791 294817 86546 157146 208271 1401986 1484464 293160 441374 523 226591 2740637 2904620 72618 44700 426359 542599 498977 587299 X 2241660 2317321 2241660 2317321 2740637 2904620 X 28235 41710 5716 X 1 X 0 1 0 0 0 1 492617 85876 7991 93867 95321 -1454 84448 84448 80405 8041 72364 129964 78505 51459 208271 MONEY MARKET 60682 F CERTIFICATES OF DEPOSIT 94673 C INVESTMENT IN AGENTS ASSISTANCE CORPORATION OF WISCONSIN 146019 F IMS LLC 40000 C CATALYIT LLC 100000 C 441374 DUE FROM AGENTS ASSISTANCE CORPORATION OF WISCONSIN 226591 226591 X 0 0 X 0 0 0 MATTHEW BANASZYNSKI CHIEF EXECUTIVE DIRECTOR 209533 0 136000 0 0 0 30500 0 24722 0 400755 0 0 0 PART I, LINE 1A THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER HAS A DISRETIONARY SPENDING ACCOUNT. DIANA BANASYNSKI FAMILY MEMBER OF CEO 10279 EMPLOYMENT WAGES 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS TWO CLASSES OF MEMBERSHIP: VOTING MEMBERS AND NON-VOTING MEMBERS. ANY NATURAL PERSON, FIRM, PARTNERSHIP, CORPORATION OR ASSOCIATION THAT IS A QUALIFIED INSURANCE AGENT OR AGENCY, LICENSED AS SUCH BY THE STATE OF WISCONSIN COMMISSIONER OF INSURANCE, MAY BECOME A VOTING MEMBER OF THE CORPORATION. EACH VOTING MEMBER AGENCY SHALL BE ENTITLED ONE VOTE. MEMBERSHIP SHALL BE FOR TERM OF ONE YEAR COINCIDING WITH THE FISCAL YEAR OF THE CORPORATION. NON-VOTING MEMBERS SHALL NOT BE ENTITLED TO VOTE AT ANY MEMBERSHIP MEETING; BUT SHALL BE ENTITLED TO PARTICIPATE IN THE DISCUSSION OF ANY MATTER PRESENTED TO THE MEMBERSHIP AT ANY ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL BE ELCTED ON A REGIONAL BASIS BY THE VOTING MEMBERS AT THE ANNUAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION A, LINE 7B ANY PROPOSED AMENDMENT OR REPEAL OF THE BYLAWS, OR ANY PROVISIONS OF THESE BYLAWS, SHALL BE SUBJECT TO FURTHER AMENDMENT OR REPEAL AT ANY MEMBERSHIP MEETING, IF ONE IS CALLED FOR THAT PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AT LEAST ANNUALLY BY THE DIRECTORS. ALL DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. A DIRECTOR OR OFFICER WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT MEMBERSHIP OF THE BOARD OF DIRECTORS ANNUALLY CONDUCTS A PERFORMANCE REVIEW OF THE CHIEF EXECUTIVE DIRECTOR AND VICE PRESIDENT. THE CHIEF EXECUTIVE DIRECTOR'S AND VICE PRESIDENT'S COMPENSATION ARE REVIEWED AND COMPARED TO PUBLIC INFORMATION ABOUT COMPENSATION IN POSITIONS AT SIMILAR ORGANIZATIONS. THE BOARD APPROVES COMPENSATION FOR THE CHIEF EXECUTIVE DIRECTOR AND VICE PRESIDENT WITH AN OFFICIAL VOTE WITH DISCUSSION AND RESULTS RECORDED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: INCOME FROM SUBSIDIARY 5,716. AGENTS ASSISTANCE CORPORATION OF WISCONSIN 725 JOHN NOLEN DRIVE MADISON WI 53713 391226636 INSURANCE AGENCY WI INDEPENDENT INSURANCE AGENTS OF WISCONSIN INC C 823167 775883 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 AGENTS ASSISTANCE CORPORATION OF WISCONSIN L 96000 BOOK VALUE AGENTS ASSISTANCE CORPORATION OF WISCONSIN Q 390290 BOOK VALUE AGENTS ASSISTANCE CORPORATION OF WISCONSIN A 12665 BOOK VALUE