2025-02-20T15:30:15-05:00 2024-08-31 421104473 MHCS PC 1601 W LAKES PKWY STE 300 WEST DES MOINES IA 50266 990 2023-09-01 420650404 INDEPENDENT INSURANCE AGENTS OF IOWA INDE 5152236060 4000 WESTOWN PKWY STE 200 WEST DES MOINES IA 50266 TOM O'MEARA CEO 5152236060 2025-02-15 true true ALEXANDRA KAFER CPA P02066016 5152883279 2025-02-15 2023 2025-03-06 01:10:19Z TOM O'MEARA 2630824 false X IIAIOWA.ORG X 1906 IA MEMBERSHIP ASSOCIATION FOR INDEPENDENT INSURANCE AGENTS DOING BUSINESS IN THE STATE OF IOWA 10 10 4 80 -6212 2362 0 984635 962643 290217 424812 423583 419031 1698435 1806486 0 0 641972 675737 0 0 764526 786190 1406498 1461927 291937 344559 8357980 9390098 129702 144367 8228278 9245731 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 508 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 false false true false false false false false true false 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 10 10 false false true false true true false true true false false true true true true true true true true false X TOM O'MEARA 5152236060 4000 WESTOWN PARKWAY WEST DES MOINES IA 50266 TOM O'MEARA CEO 48.00 X 286472 0 47541 MELISSA MEINERS CHIEF ADMIN 40.00 X 111774 0 30880 BILLY BLAKE DIRECTOR 1.00 X 0 0 0 STEVE GOODHUE 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 1.00 X 0 0 0 LUKE HORAK PRESIDENT 2.00 X X 0 0 0 CHRIS GENTRY VICE PRESIDE 1.00 X X 0 0 0 DAVE WALTERS TREASURER 1.00 X X 0 0 0 SCOTT WIRTZ PAST PRESIDE 1.00 X X 0 0 0 STEVE MADSEN NATIONAL DIR 2.00 X X 0 0 0 398246 78421 2 false true false DUES 900099 642234 642234 CONVENTION 900099 249750 249750 EDUCATION PROGRAMS 611600 70659 70659 962643 409706 409706 186493 186493 80664 82805 -2141 -2141 -9712 7571 739929 724823 15106 15106 15106 22880 16710 6170 6170 EXPENSE REIMBURSEMENT 900099 218272 218272 INCOME (LOSS) FROM SUBSIDIARY 900099 6737 6737 ADVERTISING 900099 3500 3500 228509 1806486 719063 -6212 1093635 343558 236771 26045 37550 31813 468 37703 35630 25530 5720 35131 25486 30306 54816 11740 248995 207774 37213 13709 MAINTENANCE AGREEMENTS 12828 STAFF EDUCATION AND TRAIN 2456 DUES & SUBSCRIPTIONS 685 1461927 0 0 0 440884 413333 69609 75133 2470 3690 4795 11375 1703440 1351028 382980 352412 7067488 8137664 389754 396491 8357980 9390098 111737 128485 17965 15882 129702 144367 X 8228278 9245731 8228278 9245731 8357980 9390098 344559 672894 X X false true X true false false false true 642234 65335 65335 64223 1112 84107 84107 1402848 1220708 182140 162803 107952 54851 53682 22368 31314 352412 X 2553365 672894 -25530 647364 1906001 -99515 -99515 1806486 1535912 99515 99515 1436397 25530 25530 1461927 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 -25,530 SCHEDULE D, PAGE 4, PART XI, LINE 4B RENTAL EXPENSES -82,805 COST OF GOODS SOLD -16,710 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES 82,805 COST OF GOODS SOLD 16,710 X X X X false false false TOM O'MEARA CEO 261472 25000 31268 16273 334013 FORM 990, PAGE 6, PART VI, LINE 4 DURING THE YEAR, THE BYLAWS WERE AMENDED TO UPDATE THE COMPOSITION OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL CONSIST OF NO LESS THAN NINE MEMBERS BUT NO MORE THAN ELEVEN MEMBERS TO BE COMPOSED OF FIVE OR SIX ELECTED OFFICERS, THREE OR FOUR ELECTED BY THE MEMBERSHIP AT LARGE, AND THE IMMEDIATE PAST PRESIDENT. 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 6737 1112128 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 218272 ACTUAL CASH PAID/RECEIVED SCHEDULE R PART IV: DIRECT CONTROLLING ENTITY: INDEPENDENT INSURANCE AGENTS OF IOWA