2025-12-24T09:51:06-05:00 2025-08-31 421104473 MHCS PC 1601 W LAKES PKWY STE 300 WEST DES MOINES IA 50266 990 2024-09-01 420650404 INDEPENDENT INSURANCE AGENTS OF IOWA INDE 5152236060 4000 WESTOWN PKWY STE 200 WEST DES MOINES IA 50266 TOM O'MEARA CEO 5152236060 2025-12-24 true true ALEXANDRA KAFER CPA P02066016 5152883279 2025-12-24 2024 2025-03-06 01:10:19Z TOM O'MEARA 3547163 false X IIAIOWA.ORG X 1906 IA MEMBERSHIP ASSOCIATION FOR INDEPENDENT INSURANCE AGENTS DOING BUSINESS IN THE STATE OF IOWA 9 9 4 80 -3069 3863 50000 962643 948400 424812 639521 419031 466851 1806486 2104772 0 0 675737 716297 0 0 786190 779189 1461927 1495486 344559 609286 9390098 10031823 144367 76536 9245731 9955287 THE INDEPENDENT INSURANCE AGENTS OF IOWA WILL BE AN UNRELENTING ADVOCATE OF THE BUSINESS, PROFESSIONAL AND POLITICAL INTERESTS OF ITS MEMBERS; DOING SO BY WORKING IN THE PUBLIC'S INTEREST AND WITH THE HIGHEST ETHICAL STANDARDS. false false PROMOTION, ADVOCACY AND OTHER GENERAL SERVICES TO INDEPENDENT INSURANCE AGENCIES DOING BUSINESS IN THE STATE OF IOWA. APPROXIMATELY 491 MEMBER AGENCIES AT YEAR END. THE ASSOCIATION HOSTS THE ANNUAL MEETING AND CONVENTION FOR ITS MEMBERSHIP EACH YEAR. THE CONVENTION PROVIDES DEVELOPMENT PROGRAMS IN ADDITION TO PROVIDING OPPORTUNITIES FOR NETWORKING AND SHARING OF IDEAS AMONG PEERS. THE ASSOCIATION COORDINATES SEMINARS, WORKSHOPS AND CONFERENCES PROVIDING FOR DEVELOPMENT AND LEARNING OPPORTUNITIES FOR INSURANCE AGENTS DOING BUSINESS IN IOWA. false true false true false false false false false true true false false false true false true false false false false false false false false false false false true false false false false false false false false false false false true true true false true 11 0 4 true true true false false false false false false false X 9 9 false false true false true true false true true false false true true true true true true true false false X TOM O'MEARA 5152236060 4000 WESTOWN PARKWAY WEST DES MOINES IA 50266 TOM O'MEARA CEO 48.00 X 303295 0 46233 MELISSA MEINERS CHIEF ADMIN 40.00 X 118646 0 28698 BILLY BLAKE DIRECTOR 1.00 X 0 0 0 AJ KRIST DIRECTOR 1.00 X 0 0 0 DERRICK PARSONS DIRECTOR 1.00 X 0 0 0 KATIE ROSENBOOM DIRECTOR 2.00 X 0 0 0 CHRIS GENTRY PRESIDENT 1.00 X X 0 0 0 DAVE WALTERS VICE PRESIDE 1.00 X X 0 0 0 STEVE GOODHUE TREASURER 1.00 X X 0 0 0 LUKE HORAK PAST PRESIDE 1.00 X X 0 0 0 STEVE MADSEN NATIONAL DIR 2.00 X X 0 0 0 SCOTT WIRTZ LEFT SEPTEMBER 2024 PAST PRESIDE 1.00 X X 0 0 0 421941 74931 2 false true false 50000 50000 DUES 900099 632949 632949 CONVENTION 900099 248599 248599 EDUCATION PROGRAMS 611600 66852 66852 948400 588367 588367 180254 180254 59604 63057 -3453 -3453 -8319 4866 1308277 105650 1269948 92825 38329 12825 51154 51154 21345 16561 4784 4784 EXPENSE REIMBURSEMENT 900099 231700 231700 INCOME (LOSS) FROM SUBSIDIARY 900099 48316 48316 ADVERTISING 541800 5250 5250 285266 2104772 704585 -3069 1353256 361983 249505 27445 44379 32985 2314 46754 35850 22023 4387 45233 36833 21315 45301 16743 236759 207856 34108 13570 UBIT EXPENSE 1154 MAINTENANCE AGREEMENTS 7721 STAFF EDUCATION AND TRAIN 1268 1495486 0 0 0 413333 380310 75133 132899 3690 2145 11375 11484 1270755 1053185 352412 217570 8137664 8693224 396491 594191 9390098 10031823 128485 62119 15882 14417 144367 76536 X 9245731 9955287 9245731 9955287 9390098 10031823 609286 100270 X X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false true 632949 68652 1112 69764 101272 -31508 65147 65147 1013909 923009 90900 138017 97072 40945 53682 33104 20578 217570 424807 C CERTIFICATES OF DEPOSIT 149384 F SHARE OF BIG I REINSURANCE CO 20000 C 594191 X 2262637 100270 -22023 78247 2184390 -79618 -79618 2104772 1553081 79618 79618 1473463 22023 22023 1495486 SCHEDULE D, PAGE 3, PART X INDEPENDENT INSURANCE AGENTS OF IOWA IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. SCHEDULE D, PAGE 4, PART XI, LINE 2D INVESTMENT FEES -22,023 SCHEDULE D, PAGE 4, PART XI, LINE 4B RENTAL EXPENSES -63,057 COST OF GOODS SOLD -16,561 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES 63,057 COST OF GOODS SOLD 16,561 X X X X false false false TOM O'MEARA CEO 273295 30000 33243 12990 349528 FORM 990, PAGE 6, PART VI, LINE 4 DURING THE YEAR, THE ORGANIZATION AMENDED ITS BYLAWS FOR THE FOLLOWING SIGNIFICANT CHANGES: - UPDATING THE EXECUTIVE COMMITTEE MEMBERS TO INCLUDE THE PAST PRESIDENT AND REMOVAL OF THE FIRST AND SECOND VICE PRESIDENTS. - THE NOMINATING COMMITTEE NOW CONSISTS OF THREE (3) MEMBERS. THE PRESIDENT PLUS NO LESS THAN TWO MEMBERS AT LARGE. FORM 990, PAGE 6, PART VI, LINE 6 ANY INDEPENDENT INSURANCE AGENCY PROPERLY LICENSED AND DOING BUSINESS IN THE STATE OF IOWA IS ELIGIBLE TO APPLY FOR MEMBERSHIP. UPON APPROVAL BY THE ORGANIZATION AND SUBMISSION OF APPLICABLE DUES PAYMENT, SUCH INSURANCE AGENCIES BECOME MEMBERS OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS IN GOOD STANDING ARE ELIGIBLE TO VOTE AT THE ANNUAL MEETING FOR CANDIDATES TO THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 11B THE RETURN PREPARER PROVIDES A DRAFT OF THE COMPLETED FORM 990 TO MANAGEMENT FOR REVIEW AND EDITING. UPON COMPLETION OF MANAGEMENT'S REVIEW, A FINAL DRAFT OF FORM 990 IS PROVIDED TO THE BOARD BY MANAGEMENT IN ELECTRONIC FORM. UPON RESOLUTION OF COMMENTS BY THE BOARD MEMBERS, IF ANY, THE FINAL FORM 990 IS SIGNED BY MANAGEMENT AND FILED WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS BOARD OF DIRECTORS, COMMITTEE CHAIRMEN AND STAFF (LEADERS OF THE ORGANIZATION). NEW LEADERS OF THE ORGANIZATION ARE PROVIDED WITH A COPY OF THE POLICY UPON ACCEPTANCE OF THEIR POSITION. ALL LEADERS ARE REMINDED OF THE POLICY AT THE ANNUAL MEETING, AND AT ANY OTHER TIMES DURING THE YEAR WHEN ISSUES ARE CONSIDERED. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR SETTING COMPENSATION OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER INCLUDES FORMAL REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS, USE OF COMPARABLE COMPENSATION DATA FROM SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANZIATIONS, AND CONTEMPORANEOUS DOCUMENTATION OF DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PAGE 6, PART VI, LINE 15B THE BUDGET AND AUDIT COMMITTEE COMPILE DATA AND MAKE FORMAL RECOMMENDATIONS TO THE BOARD FOR SETTING COMPENSATION OF ALL ORGANIZATION EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 THE INDEPENDENT INSURANCE AGENTS OF IOWA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. SUCH DOCUMENTS ARE, HOWEVER, MADE AVAILABLE FOR REVIEW AT THE ADMINISTRATIVE OFFICE OF THE ORGANIZATION TO MEMBERS IN GOOD STANDING WHO SO REQUEST. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF TIME AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 6104(D) FOR OTHER PUBLIC DISCLOSURE DOCUMENTS. FORM 990, PAGE 12, PART XII, LINE 2C THE BUDGET AND FINANCE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL FINANCIAL AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WERE NO CHANGES IN THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. INDEPENDENT AGENTS SERVICES CORP 4000 WESTOWN PARKWAY SUITE 200 WEST DES MOINES IA 50266 421209226 INSURANCE IA IIAI C CORP 48316 1135460 1.00000 true true false false false false false false false false false false false false true true true true false false INDEPENDENT AGENTS SERVICE CORP A 24000 ACTUAL CASH PAID/RECEIVED INDEPENDENT AGENTS SERVICE CORP Q 231700 ACTUAL CASH PAID/RECEIVED SCHEDULE R PART IV: DIRECT CONTROLLING ENTITY: INDEPENDENT INSURANCE AGENTS OF IOWA