2025-07-15T09:51:31-05:00 2024-08-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2023-09-01 383008528 MICHIGAN ASSOCIATION OF INSURANCE AGENTS MICH 5173239473 1141 CENTENNIAL WAY LANSING MI 48917 JARED BURKHART CEO 5173239473 2025-07-14 1 1 AMBER RATHBUN CPA P01786612 5173237500 2025-07-15 2023 2025-03-06 01:10:19Z BIG I MICHIGAN JARED BURKHART 1141 CENTENNIAL WAY LANSING MI 48917 2769603 0 X WWW.MICHAGENT.ORG X 1992 MI TO ADVANCE AND SUPPORT THE INDEPENDENT INSURANCE AGENCY SYSTEM THROUGH ADVOCACY, PROFESSIONALISM, AND SERVICE. 16 16 11 68 58246 0 268495 53289 1919889 1906003 56347 64560 143750 137844 2388481 2161696 5699 14285 0 0 844917 975209 0 0 0 1695810 1614741 2546426 2604235 -157945 -442539 5895677 5727226 721854 633064 5173823 5094162 X TO ADVANCE THE CRITICAL ROLE OF INSURANCE AND ESSENTIAL SERVICES PROVIDED BY INDEPENDENT AGENTS BY VIGILANTLY ADVOCATING FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ASSISTING IN ENHANCING MEMBERS' BUSINESS AND PROFESSIONAL SKILLS, PROMOTING ETHICAL CONDUCT, AND ENCOURAGING A HEALTHY INSURANCE ENVIRONMENT. 0 0 PROVIDING EDUCATIONAL, INFORMATIONAL, LEGISLATIVE, AND OTHER SERVICES TO MEMBERS. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 42 0 1 11 1 1 1 0 0 0 0 0 0 0 X 16 16 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JARED BURKHART 5173239473 1141 CENTENNIAL WAY LANSING MI 48917 MIKE BROUWERS BOARD MEMBER 1.00 1.00 X 0 0 0 LISA LEMANSKI BOARD MEMBER 1.00 1.00 X 0 0 0 TIM FEKETE BOARD MEMBER 1.00 1.00 X 0 0 0 TRACY MAGNUSON BOARD MEMBER 1.00 1.00 X 0 0 0 TOM SOKOL BOARD MEMBER 1.00 1.00 X 0 0 0 TIMOTHY CRAWFORD BOARD MEMBER 1.00 1.00 X 0 0 0 JERRY WHITAKER BOARD MEMBER 1.00 1.00 X 0 0 0 ERINN SWAN MEMBER AT LARGE 1.00 1.00 X 0 0 0 RUDY MAYAN MEMBER AT LARGE 1.00 1.00 X 0 0 0 LARRY MICHAEL MEMBER AT LARGE 1.00 1.00 X 0 0 0 DANIEL M MERCURE SECRETARY 1.00 1.00 X X 0 0 0 ADAM JACKSON TREASURER 1.00 1.00 X X 0 0 0 BARBARA WALKER VICE PRESIDENT 1.00 1.00 X X 0 0 0 JOHN OLSON PRESIDENT 1.00 1.00 X X 0 0 0 MARK ELLIOTT IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 SCOTT P MCBRIDE IIABA DIRECTOR 1.00 1.00 X X 0 0 0 MATTHEW C WESOLEK COO 39.00 1.00 X 129204 4698 3835 JARED V BURKHART CEO 39.00 1.00 X 163443 6012 5212 JOSEPH S SOMMERDYKE MEMBERSHIP & SALES DIRECTOR 20.00 20.00 X 68972 68972 3148 361619 79682 12195 3 0 1 0 0 53039 250 53289 MEMBERSHIP DUES 900099 697137 697137 EDUCATION 611430 627991 627991 CONVENTION 611430 515945 515945 PUBLICATIONS 541610 50705 50705 MICROSITE REVENUE 900099 14225 14225 1906003 119388 119388 160376 160376 12000 4459 7541 7541 7541 424181 82354 427685 133678 -3504 -51324 -54828 -54828 11454 53039 42085 -30631 -30631 MISCELLANEOUS REVENUE 900099 558 558 558 2161696 1855856 58246 194305 9785 4500 317365 476412 14813 99832 66787 7117 64200 60000 25084 66416 937 58198 26424 57309 21493 402782 166141 46748 50007 EDUCATIONAL PROGRAMS 403108 DUES AND SUBSCRIPTIONS 83844 TRUSTED CHOICE EXPENSE 41340 PUBLICATIONS 22916 10677 2604235 4255 0 84140 67712 19710 11052 88119 112365 1083504 663598 503037 419906 3482646 3380335 1713770 1735856 5895677 5727226 63284 105438 658570 525821 0 1805 721854 633064 X 5173823 5094162 5173823 5094162 5895677 5727226 X -442539 211888 150990 X 1 X 0 1 0 0 0 0 697137 60000 -25304 34696 41828 -7132 262023 262023 577040 481969 95071 95787 68102 27685 87898 67657 20241 60756 45870 14886 419906 SECURITIES & OTHER INVESTMENTS 3380335 F 3380335 INTERCOMPANY RECEIVABLE 67024 INVESTMENT IN SUBSIDIARY 1668832 1735856 INTERCOMPANY PAYABLE 1805 1805 X PART X, LINE 2: IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY THE VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS. GOLF OUTING 64493 53039 11454 42085 64493 53039 11454 42085 42085 -30631 X 1 1 X X X 0 0 0 JARED V BURKHART CEO 143443 6012 0 0 20000 0 5056 156 0 0 168499 6168 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO IS DETERMINED BY THE INDEPENDENT COMPENSATION COMMITTEE. THE COMMITTEE REVIEWS COMPARABLES SUCH AS THE MSAE AND ASAE COMPENSATION SURVEY RESULTS IN SETTING COMPENSATION. A RECORD OF THE MEETING AND DECISION BY THE COMMITTEE IS RETAINED BY THE ORGANIZATION. THE BOARD APPROVES A BUDGET FOR ALL OTHER COMPENSATION AMOUNTS AND ALLOWS THE CEO TO SET COMPENSATION FOR ALL OTHER EMPLOYEES, INCLUDING KEY PERSONNEL. FORM 990, PART VI, SECTION A, LINE 2 JARED BURKHART, CEO AND LISA LEMANSKI, BOARD MEMBER HAVE A BUSINESS RELATIONSHIP. MATT WESOLEK, COO AND LISA LEMANSKI, BOARD MEMBER HAVE A BUSINESS RELATIONSHIP. JARED BURKHART, CEO, MATT WESOLEK, COO, AND JOHN OLSON, BOARD PRESIDENT HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PROVISIONAL MEMBERS AND ASSOCIATE MEMBERS. ANY PERSON, INSURANCE PARTNERSHIP OR CORPORATION OPERATING AS AN INDEPENDENT AGENCY MAY BECOME A PROVISIONAL MEMBER OF THE ASSOCIATION UPON APPLICATION APPROVED BY THE MEMBER OF THE BOARD OF DIRECTORS FOR THE DISTRICT IN WHICH THE APPLICANT HAS ITS OFFICE. ANY INSURANCE COMPANY, SUPPLIER, OR INDIVIDUAL MAY APPLY FOR ASSOCIATE MEMBERSHIP IN THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS SHALL BE ELECTED BY POPULAR VOTE BY THE MEMBERS OF EACH DISTRICT. FORM 990, PART VI, SECTION A, LINE 7B AT ALL GENERAL MEMBERSHIP MEETINGS OF THE CORPORATION, TEN PERCENT OF THE MEMBERS IN GOOD STANDING SHALL CONSTITUTE A QUORUM. VOTING BY PROXY WILL BE PERMITTED FOR BOTH GENERAL AND SPECIAL GENERAL MEMBERSHIP MEETINGS. EACH MEMBER AGENCY SHALL BE ENTITLED TO ONE VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS RECEIVED BY THE ORGANIZATION'S CEO WHO REVIEWS THE RETURN FOR ACCURACY. UPON THE CEO'S APPROVAL, THE 990 IS MADE AVAILABLE TO THE EXECUTIVE COMMITTEE. AFTER ANY CONCERNS PRESENTED BY THE EXECUTIVE COMMITTEE ARE ADDRESSED, THE CEO SIGNS AND FILES THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THIS IS PART OF THE ORGANIZATION'S PROCEDURE MANUAL. AN ACKNOWLEDGEMENT IS SIGNED WHENEVER THERE IS CHANGE TO THE MANUAL. ALL NEW BOARD MEMBERS SIGN THE ACKNOWLEDGEMENT AND ALL BOARD MEMBERS UPDATE AND SIGN ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS DETERMINED BY THE INDEPENDENT COMPENSATION COMMITTEE. THE COMMITTEE REVIEWS COMPARABLES SUCH AS THE MSAE AND ASAE COMPENSATION SURVEY RESULTS IN SETTING COMPENSATION. A RECORD OF THE MEETING AND DECISION BY THE COMMITTEE IS RETAINED BY THE ORGANIZATION. THE BOARD APPROVES A BUDGET FOR ALL OTHER COMPENSATION AMOUNTS AND ALLOWS THE CEO TO SET COMPENSATION FOR ALL OTHER EMPLOYEES, INCLUDING KEY PERSONNEL. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: INCOME FROM SUBSIDIARY 150,990. MICHIGAN ASSOCIATION OF INSURANCE AGENTS PAC AGENTS PAC1141 CENTENNIAL WAY LANSING MI 48917 383546793 INSURANCE AGENCY MI 527 N/A 0 MICHIGAN FUTURE FOUNDATION 1141 CENTENNIAL WAY LANSING MI 48917 043599062 INSURANCE AGENCY MI 501(C)(3) LINE 7 N/A 0 AGENTS ASSISTANCE CORPORATION OF MICHIGAN 1141 CENTENNIAL WAY LANSING MI 48917 382072054 INSURANCE AGENCY MI MICHIGAN ASSOCIATION OF INSURANCE AGENTS C 298684 1755674 1.00000 1 AGENTS MARKETING ASSISTANCE CORPORATION 1141 CENTENNIAL WAY LANSING MI 48917 383210683 INSURANCE AGENCY MI MICHIGAN ASSOCIATION OF INSURANCE AGENTS C 705 2350 1.00000 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AGENTS ASSISTANCE CORPORATION OF MICHIGAN A 12000 ACTUAL