2025-07-02T16:10:31-05:00 2024-08-31 640897081 MATTHEWS CUTRER & LINDSAY PA 1020 HIGHLAND COLONY PKWY 500 RIDGELAND MS 39157 990 2023-09-01 640204857 INDEPENDENT INSURANCE AGENTS OF MISSISSIPPI INC INDE 6019399909 124 RIVERVIEW DRIVE FLOWOOD MS 392328908 CLINTON GRAHAM PRESIDENT 6019399909 2025-07-02 1 1 CHARLES R LINDSAY CPA P00294610 6018988875 2025-07-02 2023 2025-03-06 01:10:19Z CLINTON GRAHAM 124 RIVERVIEW DRIVE FLOWOOD MS 392328908 3127187 0 X N/A X 1924 MS TO BE AN ADVOCATE FOR INSURANCE AGENTS AND PROVIDE MEMBERS A COMPETITIVE ADVANTAGE. 17 17 3 60 24665 221390 348789 356974 819626 809289 26671 270890 148639 144570 1343725 1581723 4000 4000 0 0 349134 359284 0 0 0 969967 790776 1323101 1154060 20624 427663 4443574 4925476 251705 149253 4191869 4776223 X THE MISSION OF THE INDEPENDENT INSURANCE AGENTS OF MISSISSIPPI, WORKING IN THE PUBLIC'S BEST INTEREST, IS TO BE THE UNRELENTING ADVOCATE FOR INDEPENDENT INSURANCE AGENTS AND TO PROVIDE MEMBERS WITH A SUSTAINABLE COMPETITIVE ADVANTAGE. 0 0 INDEPENDENT INSURANCE AGENTS OF MISSISSIPPI, INC. (IIAM) MEMBERSHIP INCLUDES INDEPENDENT INSURANCE AGENCIES LOCATED THROUGHOUT THE STATE. INDEPENDENT INSURANCE AGENTS PROVIDE CUSTOMERS WITH A CHOICE OF POLICIES FROM A VARIETY OF INSURANCE COMPANIES AND OFFER MULTIPLE LINES OF INSURANCE, INCLUDING PROPERTY, CASUALTY, LIFE, HEALTH, EMPLOYEE BENEFIT PLANS AND RETIREMENT PRODUCTS. IIAM HAS DISTINGUISHED ITSELF, AND IS RECOGNIZED NATIONALLY, FOR ITS ACCOMPLISHMENTS IN STATE AND NATIONAL GOVERNMENT AFFAIRS, PUBLIC RELATIONS, COMMUNICATIONS, AND EDUCATION. IIAM PROVIDES ACTIVITIES FOR THEIR MEMBERS SUCH AS AN ANNUAL CONVENTION AND TRADE SHOW, AGENCY MANAGEMENT CONFERENCE AND YOUNG AGENTS FUNCTIONS EACH YEAR. THE ORGANIZATION PROVIDES MEMBER SERVICES, CONTINUING EDUCATION AND COMMUNICATION OF RELEVANT INFORMATION TO INDEPENDENT AGENTS THROUGH SEMINARS, WORKSHOPS, TECHNICAL SUPPORT, A MAGAZINE, AND NEWSLETTERS. 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 3 1 1 1 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MS X THE ORGANIZATION 6019399909 124 RIVERVIEW DRIVE FLOWOOD MS 392328908 JOHN KING BOARD MEMBER 1.00 X 0 0 0 MARY MARGARET WILLIAMS BOARD MEMBER 1.00 X 0 0 0 ROBERT BILLS BOARD MEMBER 1.00 X 0 0 0 HUGH BROWN BOARD MEMBER 1.00 X 0 0 0 TAMARA PHARR BOARD MEMBER 1.00 X 0 0 0 JOEL VERDON BOARD MEMBER 1.00 X 0 0 0 JASON RYDER BOARD MEMBER 1.00 X 0 0 0 TATE HOBDY BOARD MEMBER 1.00 X 0 0 0 ED ROBINSON BOARD MEMBER 1.00 X 0 0 0 CYNDI TULLOS BOARD MEMBER 1.00 X 0 0 0 MATTHEW KOURY BOARD MEMBER 1.00 X 0 0 0 JED JAMES BOARD MEMBER 1.00 X 0 0 0 GWEN JOLLY CHAIRMAN 1.00 X X 0 0 0 SELDON VAN CLEVE CHAIRMAN-ELECT 1.00 X X 0 0 0 SCOTT GRAY NATIONAL DIRECTOR 1.00 X X 0 0 0 DURR BOYLES TREASURER 1.00 X X 0 0 0 JOHN MORGAN MIMS VICE CHAIRMAN 1.00 X X 0 0 0 CLINTON GRAHAM PRESIDENT 40.00 X 185690 0 34373 185690 0 34373 1 0 1 0 0 356974 356974 MEMBER SERVICES 524298 488057 488057 E&O COMMISSIONS 524298 321232 296567 24665 809289 181929 181929 143339 143339 397 0 397 397 397 1634425 1545464 88961 88961 88961 OTHER INCOME 900099 834 834 834 1581723 784624 24665 415460 4000 187023 107389 17050 26596 21226 47301 2381 23179 43314 40967 30875 74293 42010 16100 26772 MEMBER SERVICES 295246 DUES & SUBSCRIPTIONS 78998 TAXES 69340 1154060 1558186 1198784 44243 56781 16056 18880 991232 528372 478959 462860 2276065 3118106 70065 70065 4443574 4925476 103031 36766 148674 112487 251705 149253 X 4191869 4599328 176895 4191869 4776223 4443574 4925476 427663 156691 0 X X 0 1 X 1 0 0 0 0 356974 13451 -31324 -17873 10709 -28582 220500 220500 557007 381854 175153 60109 41208 18901 153616 105310 48306 462860 OTHER INVESTMENTS 3118106 C 3118106 1715235 156691 156691 1558544 23179 23179 1581723 1130881 0 1130881 23179 23179 1154060 1 X X X X 0 0 0 CLINTON GRAHAM PRESIDENT 185690 0 0 0 0 0 16575 0 17798 0 220063 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE CLASSES OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B IRS FORM 990 IS PROVIDED TO BOTH THE PRESIDENT AND THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS FOR REVIEW. THE RETURN IS REVIEWED AND ANY QUESTIONS/CONCERNS ARE ADDRESSED BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH DIRECTOR PROVIDES FULL WRITTEN DISCLOSURE OF ANY KNOWN CONFLICTS OF INTEREST. A CONFLICT OF INTEREST MAY BE CONSIDERED TO EXIST IN THOSE INSTANCES WHERE AN INDIVIDUAL IS INVOLVED IN THE ACTIONS OR ACTIVITIES WITH THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE MEETS AND MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE. ON AN ANNUAL BASIS COMPENSATION IS REVIEWED TO MAKE COST OF LIVING INCREASES; HOWEVER, LARGER ADJUSTMENTS ARE REVIEWED PERIODICALLY BASED ON PEER INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PAGE 12, PART XII, LINE 2C THE AUDITOR MEETS WITH THE EXECUTIVE COMMITTEE MAKING A FULL PRESENTATION AT THE COMPLETION OF THE AUDIT AND ANSWERS ANY QUESTIONS THAT MIGHT ARISE. THE AUDITOR WORKS CLOSELY WITH THE BOARD OF DIRECTORS DURING THE YEAR SHOULD ANY CONCERNS ARISE.