2025-01-28T11:02:27-06:00 2024-09-30 430352985 KERBER ECK & BRAECKEL LLP 3200 ROBBINS ROAD STE 200A SPRINGFIELD IL 62704 990 2023-10-01 371301916 INDEPENDENT INSURANCE AGENTS OF ILLINOIS INDE 2177936660 4360 WABASH AVENUE SPRINGFIELD IL 62711 PHIL LACKMAN CEO 2177936660 2025-01-14 1 0 PHILLIP G CAPPS P01025343 2177890960 2025-01-14 2023 2025-03-06 01:10:19Z PHIL LACKMAN 4360 WABASH AVENUE SPRINGFIELD IL 62711 5514086 0 X WWW.IIAOFIL.ORG X 1992 IL TO PROVIDE OUR MEMBERS WITH A SUSTAINABLE COMPETITIVE ADVANTAGE. 23 23 13 0 60807 1854 0 0 1934365 1885732 486591 216927 397204 415941 2818160 2518600 0 0 0 0 1178942 1149872 0 0 0 1541234 1777808 2720176 2927680 97984 -409080 5773192 6442275 842689 1146320 4930503 5295955 TO PROVIDE OUR MEMBERS WITH A SUSTAINABLE COMPETITIVE ADVANTAGE. 0 0 PROVIDED APPROXIMATELY 306 EDUCATIONAL INSURANCE WORKSHOPS TO MEMBERS ON A VARIETY OF TOPICS IN NUMEROUS LOCATIONS AND ONLINE. PROVIDED NETWORKING OPPORTUNITIES, BRANDING SERVICES, AND OTHER RESOURCES FOR 812 MEMBERS. HOSTED ANNUAL CONVENTION WITH 120 EXHIBITORS IN SPRINGFIELD, IL 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 13 0 1 13 1 1 1 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 IL X MR MARK KUCHAR 2177936660 4360 WABASH AVENUE SPRINGFIELD IL 62711 DUSTIN PETERSON CHAIRPERSON - GOVERNMENT R 2.00 X 0 0 0 BRIAN OGDEN CHAIRPERSON - TECHNOLOGY 2.00 X 0 0 0 AMIRI CURRY AT-LARGE BOARD MEMBER 2.00 X 0 0 0 JEFFREY MCMILLAN AT-LARGE BOARD MEMBER 2.00 X 0 0 0 JAMES SAGER REGION 1 DIRECTOR 2.00 X 0 0 0 RAYMOND ROENTZ REGION 2 DIRECTOR 2.00 X 0 0 0 NOELE TATLOCK REGION 5 DIRECTOR 2.00 X 0 0 0 DAVID JENK REGION 7 DIRECTOR 2.00 X 0 0 0 CHARLES HRUSKA IV REGION 8 DIRECTOR 2.00 X 0 0 0 LINDSEY POLZIN REGION 9 DIRECTOR 2.00 X 0 0 0 MOHAMMED ALI REGION 10 DIRECTOR 2.00 X 0 0 0 LISA LUKENS CHAIRPERSON - EDUCATION 2.00 X 0 0 0 THOMAS EVANS JR VICE PRESIDENT 10.00 X X 0 0 0 NICK GUNN CHAIRPERSON - PLANNING AND 2.00 X 0 0 0 STEVEN FOSTER FARM AGENTS COUNCIL REPRES 2.00 X 0 0 0 PATRICK MULDOWNEY AT-LARGE BOARD MEMBER 2.00 X 0 0 0 KEVIN LESCH CHAIRPERSON 10.00 X X 0 0 0 ALLYSON PADILLA PRESIDENT 10.00 X X 0 0 0 PATRICK TAPHORN PRESIDENT - ELECT 10.00 X X 0 0 0 CYNTHIA JACKMAN SECRETARY/TREASURER 10.00 X X 0 0 0 GEORGE DALY STATE NATIONAL DIRECTOR - 10.00 X X 0 0 0 RENEE CRISSIE CHAIRPERSON - YOUNG AGENTS 2.00 X 0 0 0 LUCAS SANDROCK AT-LARGE BOARD MEMBER 2.00 X 0 0 0 PHIL LACKMAN CEO 35.00 X 285394 0 36873 MARK KUCHAR CFO 35.00 X 146477 0 37783 BRETT GERGER DIRECTOR OF EDUCATION & AG 35.00 X 144448 0 19309 576319 0 93965 3 0 1 0 0 MEMBERSHIP DUES 900099 1216393 1216393 PROGRAM SERVICE REVENUE 900099 669339 669339 1885732 179567 179567 355134 355134 2995346 37500 2992887 2599 2459 34901 37360 37360 UNRELATED INCOME 524298 60807 60807 60807 2518600 1885732 60807 572061 X 202381 650491 74117 162320 60563 2515 22711 28947 46524 346756 10783 101856 32395 FEDERAL & STATE TAXES 618 NATIONAL DUES 313517 EDUCATION WORKSHOPS 221262 NATIONAL MEETING 133340 516584 2927680 181470 85486 35595 41101 92361 97846 692043 363933 178895 328110 5052568 5657429 232303 232303 5773192 6442275 77020 74448 504600 632808 55405 261069 383659 842689 1146320 X 4925333 5295955 5170 0 4930503 5295955 5773192 6442275 -409080 774532 0 X 0 1 X 0 0 0 0 0 1216393 224742 117797 342539 160601 181938 692043 363933 328110 328110 DUE TO RELATED ORGANIZATION 383659 383659 X PART X, LINE 2: INDEPENDENT INSURANCE AGENTS OF ILLINOIS IS A NOT-FOR-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER CODE SEC. 501(C)(6) FOR ACTIVITIES DIRECTLY RELATED TO ITS TAX-EXEMPT FUNCTIONS. UNRELATED BUSINESS INCOME (E.G., THE SERVICE FEE FROM THE GROUP AND ERRORS AND OMISSIONS INSURANCE PROGRAMS) IS SUBJECT TO INCOME TAX. THE ASSOCIATION HAS RECOGNIZED IN THE FINANCIAL STATEMENTS THE EFFECTS OF ALL TAX POSITIONS AND CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE ASSOCIATION IS NOT AWARE OF ANY SIGNIFICANT CIRCUMSTANCES OR EVENTS THAT MAKE IT REASONABLY POSSIBLE THAT UNRECOGNIZED TAX BENEFITS MAY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE STATEMENT OF FINANCIAL POSITION DATE. PENALTIES AND INTEREST ASSESSED BY TAXING AUTHORITIES ARE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENSES, IF APPLICABLE. THERE WERE NO INTEREST OR PENALTIES PAID DURING FISCAL YEARS 2024 AND 2023. X X 1 1 X X X X 0 0 0 PHIL LACKMAN CEO 273300 0 12094 0 0 0 34247 0 2626 0 322267 0 0 0 MARK KUCHAR CFO 142239 0 4238 0 0 0 35741 0 2042 0 184260 0 0 0 BRETT GERGER DIRECTOR OF EDUCATION & AG 130591 0 13857 0 0 0 17334 0 1975 0 163757 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS AN ASSOCIATION, WHOSE MEMBERS ARE INDEPENDENT INSURANCE AGENTS. FORM 990, PART VI, SECTION A, LINE 7A THE DUES PAYING MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S BY-LAWS ARE RATIFIED BY THE MEMBERSHIP. IN ADDITION, AN ANNUAL MEETING IS HELD WITH MEMBERS PRESENT. AT THIS MEETING, MEMBERS ARE UPDATED ON THE BOARD'S ACTIVITIES, AND DECISIONS REQUIRING MEMBERSHIP APPROVAL ARE MADE AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER REVIEWS A COPY OF THE 990 BEFORE IT IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF THE TERM OF OFFICE, A CONFLICT OF INTEREST FORM IS RECEIVED FROM EACH BOARD MEMBER, DISCLOSING WHETHER OR NOT THERE IS A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE REVIEWS THE CONTRACT OF THE CEO. DURING THIS REVIEW, SALARY INCREASES ARE DISCUSSED. COMPARABLE SALARY DATA AS WELL AS SALARY RANGES AND OTHER FACTORS ARE USED TO DETERMINE CEO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 CURRENTLY, THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THERE IS NO CURRENT PROCEDURE FOR PUBLICIZING AVAILABILITY. FORM 990, PART IX, LINE 24E EQUIPMENT RENTAL & MAINTENANCE 101,975. MISCELLANEOUS 101,411. PRINTING & PUBLICATIONS 85,888. LEGISLATIVE DAY 61,414. BANK CHARGES 54,986. DUES AND SUBSCRIPTIONS 49,073. AUTO EXPENSE 37,859. TELEPHONE 15,104. PAYROLL SERVICE FEE 4,490. POSTAGE & SHIPPING 4,384. IIAI SERVICES INC 4360 WABASH AVENUE SPRINGFIELD IL 62711 371224849 INSURANCE BROKER IL INDEPENDENT INSURANCE AGENTS OF ILLINOIS C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 IIAI SERVICES INC O