2025-03-07T16:10:54-06:00 2023-12-31 753218994 JONES & MCINTYRE PLLC 6506 LOISDALE ROAD SUITE 330 SPRINGFIELD VA 22150 990 2023-01-01 546039747 PROFESSIONAL INSURANCE AGENTS ASSOC OF VIRGINIA AND THE DISTRICT OF COLUMBIA PROF 8042642582 1059 TECHNOLOGY PARK DRIVE GLEN ALLEN VA 23059 SHERYL CHASSE ASSOCIATION EXECUTIVE 8042642582 2025-03-07 1 1 JOEY JAY JONES CPA P00229534 7038664500 2023 2025-03-06 01:10:19Z SHERYL CHASSE 1059 TECHNOLOGY PARK DRIVE GLEN ALLEN VA 23059 1181726 0 X HTTP://WWW.PIAVADC.COM X 1936 VA EDUCATION OF INSURANCE PROFESSIONALS 9 9 8 0 10950 0 142179 174285 871423 993265 40580 1836 29 12340 1054211 1181726 11067 3392 0 0 387569 385809 0 0 0 580255 647317 978891 1036518 75320 145208 152424 235459 179382 117209 -26958 118250 PIAA WAS ORGANIZED TO PROVIDE EDUCATION FOR ITS MEMBERS, PROTECT MEMBER'S OWNERSHIP RIGHTS OF BUSINESS THEY PRODUCE, PROMOTE HIGH IDEALS IN THE INSURANCE INDUSTRY, AND DISSEMINATE INFORMATION TO THE PUBLIC. 0 0 375341 548734 EDUCATIONAL COURSES - EDUCATIONAL PROGRAMS & SEMINARS ARE HELD THROUGHOUT VIRGINIA & DC TO EDUCATE INSURANCE PROFESSIONALS AND TO STIMULATE INTEREST IN INSURANCE ISSUES. 63080 106878 CONVENTIONS - CONVENTIONS ARE HELD TO EDUCATE INSURANCE PROFESSIONALS AS WELL AS MAINTAIN THEIR HIGH STANDARDS IN DEALING WITH CLIENTS. 598097 326703 ADMINISTRATIVE FEES AND OTHER PROGRAMS. 1036518 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 1 31 0 1 8 1 1 1 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X SHERYL CHASSE 8042642582 1059 TECHNOLOGY PARK DRIVE GLEN ALLEN VA 23059 CARLA JEAN MARKS IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JOSHUA T SOJDA PRESIDENT 1.00 X X 0 0 0 S COLE TUCKER JR NATIONAL DIRECTOR 1.00 X 0 0 0 RICHARD L MOORE SECRETARY/TREASURER 1.00 X X 0 0 0 DAVID L COMEY MEMBER 1.00 X 0 0 0 JOEL K FRAZIER MEMBER 1.00 X 0 0 0 JOHN POTTHAST FIRST VICE PRESIDENT 1.00 X X 0 0 0 SHANNON S SPRINGER MEMBER 1.00 X 0 0 0 LINDA WALKER SECOND VICE PRESIDENT 1.00 X X 0 0 0 SHERYL CHASSE ASSOCIATION EXECUTIVE 40.00 X 82584 0 5453 KEVIN KOWAR FORMER ASSOCIATION EXEC. 40.00 X 75470 0 4661 158054 0 10114 0 0 0 0 0 174747 -462 174285 EDUCATIONAL ACTIVITY 611430 548734 548734 MANAGEMENT FEE 524298 200703 200703 ADMINISTRATIVE 561000 126000 126000 CONFERENCES 524298 106878 106878 PUBLICATIONS 541800 10950 10950 993265 1836 1836 MISCELLANEOUS 900099 12340 12340 12340 1181726 982315 10950 14176 3392 168168 160407 6902 23828 26504 3500 4485 356 8728 15062 27729 42020 6391 438421 1031 7371 DUES & SUBSCRIPTIONS 38846 CREDIT CARD FEES 24079 MISCELLANEOUS 9539 TELEPHONE 7759 12000 1036518 71986 49889 67707 68237 4756 7609 1707 0 23553 21909 2674 1644 3594 108080 152424 235459 27991 97343 97444 -134 53947 20000 179382 117209 X -26958 118250 -26958 118250 152424 235459 145208 0 X X 0 0 0 0 0 0 174747 12836 12836 37046 -24210 23553 21909 1644 1644 SECURITY DEPOSIT 3594 RELATED PARTY RECEIVABLE 104486 108080 LINE OF CREDIT 20000 20000 0 JEFFREY N BROWN FORMER BOARD MEMBER 1799 JEFFREY N. BROWN IS THE OWNER OF BROWN'S INSURANCE AGENCY. BROWN'S INSURANCE AGENCY WRITES MOST OF PIAA'S PROPERTY AND COMMERCIAL AUTO COVERAGE. 0 FORM 990, PART VI, SECTION A, LINE 6 ASSOCIATION MEMBERS PAY REGULAR DUES. FORM 990, PART VI, SECTION A, LINE 7A THE GENERAL MEMBERSHIP ELECTS THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ELECTS THE OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS FORM 990 BEFORE IT IS FILED. THE BUDGET AND FINANCE OFFICERS RECEIVE A COPY OF THE 990 AS WELL. FORM 990, PART VI, SECTION B, LINE 12C PERSONS COVERED BY THE CONFLICT OF INTEREST POLICY WILL ANNUALLY DISCLOSE THEIR POTENTIAL CONFLICT TO THE PRESIDENT OF THE BOARD OF DIRECTORS BY COMPLETING A CONFLICT OF INTEREST DISCLOSURE FORM. THE BOARD OF DIRECTORS MUST IDENTIFY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD AND REMOVE THEMSELF FROM ALL DISCUSSION AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS TO DETERMINE THE COMPENSATION OF THE CEO IS: 1. REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OF THE ASSOCIATION. 2. USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS. 3. CONTEMPORANEOUS DOCUMENATION AND RECORDKEEPING. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION PROVIDES A COPY TO ANYONE WHO REQUESTS A COPY OF THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS. ADDITIONALLY, AT THE ANNUAL MEETING THESE DOCUMENTS ARE DISTRIBUTED FREELY TO ALL MEMBERS. FORM 990, PART XII, LINE 2C THE INDEPENDENT ACCOUNTANT SELECTION AND THE AUDIT COMMITTEE'S FINANCIAL STATEMENT REVIEW PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PIANC 1059 TECHNOLOGY PARK DRIVE GLEN ALLEN VA 23059 562156755 PIAA PROVIDES MANAGEMENT SERVICES FOR PIANC. NC 501(C)(6) 0 PIA INSURANCE SERVICES INC 1059 TECHNOLOGY PARK DRIVE GLEN ALLEN VA 23059 208065399 INSURANCE SALES VA C 362275 466175 1.00000 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 PIA INSURANCE SERVICES INC Q 85180 PIANC Q 83495 PIANC L 200703 PIA INSURANCE SERVICES INC L 126000