2024-10-10T07:31:53-05:00 2023-12-31 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2023-01-01 350407385 INDEPENDENT INSURANCE AGENTS OF INDIANA INDE 3178243780 11611 NORTH MERIDIAN STREET 250 CARMEL IN 46032 AMY MILLER CPA CONTROLLER 3178243780 2024-10-01 1 0 AMANDA MEKO CPA P01062615 3172412999 2024-10-01 2023 2024-10-15 13:58:12Z STEPHEN W DUFF 11611 NORTH MERIDIAN STREET 250 CARMEL IN 46032 1685132 0 X WWW.BIGI.ORG X 1929 IN PROVIDE EDUCATION AND SERVICES TO INDEPENDENT INSURANCE AGENTS. TO ENHANCE THE COMPETITIVE POSITION AND FULFILL BUSINESS REQUIREMENTS OF INDEPENDENT AGENTS AND BROKERS, ADVOCATING BUYER INTEREST, AND CONTINUALLY STRIVING TO BE THE PREMIER TRADE ASSOCIATION. 16 16 8 79 0 0 312081 297090 913545 849542 143267 132699 142762 62069 1511655 1341400 0 0 0 0 672893 568065 0 0 0 865464 829380 1538357 1397445 -26702 -56045 3458329 3819591 924422 1031788 2533907 2787803 TO ENHANCE THE COMPETITIVE POSITION AND FULFILL BUSINESS REQUIREMENTS OF INDEPENDENT AGENTS AND BROKERS, ADVOCATING BUYER INTEREST, AND CONTINUALLY STRIVING TO BE THE PREMIER TRADE ASSOCIATION. 0 0 PROVIDE EDUCATIONAL MATERIALS, ANNUAL CONVENTION, EDUCATION PROGRAMS, PROMOTIONAL/ADMINISTRATIVE ACTIVITIES AND PUBLIC RELATIONS TO INDEPENDENT INSURANCE AGENTS IN INDIANA. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 45 0 8 1 0 0 0 0 1 1 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 IN X AMY MILLER 3178243780 11611 N MERIDIAN STREET SUITE 250 CARMEL IN 46032 BRETT SCHULTHEIS NATIONAL DIRECTOR 0.00 X X 0 0 0 CHRISTOPHER RUSH PRESIDENT 0.00 X X 0 0 0 BRENT SKELTON IMMEDIATE PAST PRESIDENT 0.00 X X 0 0 0 RYAN ZIMPLEMAN PRESIDENT ELECT 0.00 X X 0 0 0 MARTIN DEZELAN VICE PRESIDENT/SECRETARY 0.00 X X 0 0 0 VICKIE TALCOTT DISTRICT 1 DIRECTOR 0.00 X 0 0 0 SUSAN RALSTON DISTRICT 2 DIRECTOR 0.00 X 0 0 0 MATTHEW BRYAN DISTRICT 3 DIRECTOR 0.00 X 0 0 0 J MONTE THOMPSON DISTRICT 4 DIRECTOR 0.00 X 0 0 0 DOUG WALKER DISTRICT 5 DIRECTOR 0.00 X 0 0 0 LISA SLONE DISTRICT 6 DIRECTOR 0.00 X 0 0 0 JULIE M BRYNDAL DIRECTOR AT LARGE 0.00 X 0 0 0 BENJAMIN ZIMMER DIRECTOR AT LARGE 0.00 X 0 0 0 JAMES ANTON DIRECTOR AT LARGE 0.00 X 0 0 0 STEPHEN SHOULTZ DIRECTOR AT LARGE 0.00 X 0 0 0 TAYLOR SCHOEN DIRECTOR AT LARGE 0.00 X 0 0 0 STEPHEN DUFF CEO 40.00 X 138280 0 11382 AMY MILLER CONTROLLER 25.00 X 53700 0 1059 191980 0 12441 1 0 0 0 0 283240 13850 297090 PATRNERSHIP PROGRAM IN 900099 328905 328905 MANAGEMENT FEES 900099 299904 299904 CONVENTIONS AND EVENTS 900099 134916 134916 EDUCATION PROGRAMS 900099 85817 85817 849542 75804 75804 53784 53784 400627 343732 56895 56895 56895 MISC. REVENUE 900099 8285 8285 8285 1341400 857827 0 186483 191980 295006 11410 32944 36725 38500 24901 42000 5152 3683 54912 25303 64537 62360 290889 4086 143842 34823 18650 IPAC CONTRIBUTIONS 7000 DUES AND SUBCRIPTIONS 5558 EMPLOYEE TRAINING 2753 BENEVOLENCE 431 1397445 96938 221232 88765 260227 190 48 29758 38829 210569 145749 92816 64820 2219369 2379440 20000 20000 910493 834995 3458329 3819591 80277 205058 170270 199215 3296 3437 670579 624078 924422 1031788 X 2502951 2734997 30956 52806 2533907 2787803 3458329 3819591 X -56045 243565 66376 X X 0 1 X 1 0 IPAC 11611 N MERIDIAN ST SUITE 250 CARMEL IN 46032 7000 0 0 0 283240 66236 5289 71525 53588 17937 PART I-C, LINE 5 IPAC IS A SEPARATE SEGREGATED FUND OF THE ORGANIZATION UNDER IRC 527(F)(3). 210569 145749 64820 64820 DUE FROM IASC 383780 RIGHT OF USE ASSET 451215 834995 LONG-TERM PORTION OF SBA LOAN 143413 OPERATING LEASE LIABILITY 480665 624078 1584965 243565 243565 1341400 0 1341400 1397445 0 1397445 0 1397445 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FORM 990, THE EXECUTIVE VICE PRESIDENT AND THE CONTROLLER WILL REVIEW THE RETURN. SUBSEQUENT TO FILING, THE ENTIRE BOARD OF DIRECTORS WILL BE ASKED IF THEY WANT TO REVIEW A COPY OF THE FILED RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST QUESTIONNAIRE, WHICH IS ALIGNED WITH THE POLICY, IS DISTRIBUTED TO THE BOARD AND KEY EMPLOYEES ON AN ANNUAL BASIS. ALL FORMS ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND THE BOARD FOR ANY POTENTIAL CONFLICTS AND MANAGED ON AN ONGOING BASIS. ANY POTENTIAL CONFLICTS INVOLVING THE BOARD ARE DISCUSSED WITH AND MANAGED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL PERFOMANCE REVIEW OF THE EXECUTIVE DIRECTOR. KEY EMPLOYEES REVIEW ESTABLISHED GOALS AND PERFORMANCE WITH EXECUTIVE DIRECTOR ANNUALLY. COMPENSATION IS BASED UPON MARKET CONDITIONS AND IS DETERMINED BASED UPON PERFORMANCE AND APPROVED BUDGET PARAMETERS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ACQUISITION OF IIANWI 66,376. FORM 990, PART XII, LINE 2C AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEAR. INDEPENDENT AGENTS SERVICE CORPORATION 11611 N MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46032 351848709 PROVIDE INSURANCE PRODUCTS AND SERVICES TO INDEPENDENT AGENTS IN INDPENDENT INSURANCE AGENTS OF INDIANA INC C -64736 378697 1.00000 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 INDEPENDENT AGENTS SERVICE CORPORATION A 29670 CASH PAYMENT - INTEREST INDEPENDENT AGENTS SERVICE CORPORATION A 53784 PASS-THRU PAYMENTS - ROYALTIES INDEPENDENT AGENTS SERVICE CORPORATION O 299904 SHARED EMPLOYEES SALARIES