Nonprofit · EIN 35-0407385
INDEPENDENT INSURANCE AGENTS OF INDIANA INC
Tax-exempt · CARMEL, IN 46032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,660,602 | $1,533,616 | $126,986 | $4,056,082 | $974,969 | $3,081,113 |
| December 31, 2023 | 990 | $1,341,400 | $1,397,445 | -$56,045 | $3,819,591 | $1,031,788 | $2,787,803 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $304,138
- Membership dues
- $289,578
- Program service revenue
- $1,059,837
- Investment income
- $238,680
- Royalties
- $57,886
- Net gain from sales of assets
- $140,861
- Other revenue
- $57,947
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $196,965
- Other salaries and wages
- $340,423
- Salaries, compensation and benefits (total)
- $601,121
- Professional fundraising fees
- $0
- Legal fees
- $36,000
- Accounting fees
- $26,211
- Occupancy
- $64,841
- Travel
- $36,811
- Depreciation
- $34,370
Balance sheet and other
- Total assets, start of year
- $3,819,591
- Total assets, end of year
- $4,056,082
- Total liabilities, end of year
- $974,969
- Net assets, end of year
- $3,081,113
- Land, buildings and equipment
- $31,704
- Publicly traded securities
- $2,707,059
- Net assets without donor restrictions
- $3,028,908
- Net assets with donor restrictions
- $52,205
- Gross receipts
- $1,660,602
- Employees
- 8
- Volunteers
- 57
- Year formed
- 1929
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHEN DUFF | CEO Officer | 40 | $129,280 | $12,911 |
| AMY MILLER | CONTROLLER Officer | 25 | $53,700 | $1,074 |
| CHRISTOPHER RUSH | NATIONAL DIRECTOR Trustee or director, Officer | 0 | $0 | $0 |
| RYAN ZIMPLEMAN | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 0 | $0 | $0 |
| MARTIN DEZELAN | PRESIDENT Trustee or director, Officer | 0 | $0 | $0 |
| MATTHEW BRYAN | DIRECTOR Trustee or director | 0 | $0 | $0 |
| J MONTE THOMPSON | DIRECTOR Trustee or director | 0 | $0 | $0 |
| DOUG WALKER | DIRECTOR Trustee or director | 0 | $0 | $0 |
| LISA SLONE | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JULIE M BRYNDAL | VICE PRESIDENT/TREASURER Trustee or director, Officer | 0 | $0 | $0 |
| BENJAMIN ZIMMER | VICE PRESIDENT/SECRETARY Trustee or director, Officer | 0 | $0 | $0 |
| JAMES ANTON | DIRECTOR AT LARGE Trustee or director | 0 | $0 | $0 |
| STEPHEN SHOULTZ | DIRECTOR AT LARGE Trustee or director | 0 | $0 | $0 |
| TAYLOR SCHOEN | DIRECTOR AT LARGE Trustee or director | 0 | $0 | $0 |
| ERIC RICH | DIRECTOR AT LARGE Trustee or director | 0 | $0 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHEN DUFF | CEO Officer | 40 | $138,280 | $11,382 |
| AMY MILLER | CONTROLLER Officer | 25 | $53,700 | $1,059 |
| BRETT SCHULTHEIS | NATIONAL DIRECTOR Trustee or director, Officer | 0 | $0 | $0 |
| CHRISTOPHER RUSH | PRESIDENT Trustee or director, Officer | 0 | $0 | $0 |
| BRENT SKELTON | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 0 | $0 | $0 |
| RYAN ZIMPLEMAN | PRESIDENT ELECT Trustee or director, Officer | 0 | $0 | $0 |
| MARTIN DEZELAN | VICE PRESIDENT/SECRETARY Trustee or director, Officer | 0 | $0 | $0 |
| VICKIE TALCOTT | DISTRICT 1 DIRECTOR Trustee or director | 0 | $0 | $0 |
| SUSAN RALSTON | DISTRICT 2 DIRECTOR Trustee or director | 0 | $0 | $0 |
| MATTHEW BRYAN | DISTRICT 3 DIRECTOR Trustee or director | 0 | $0 | $0 |
| J MONTE THOMPSON | DISTRICT 4 DIRECTOR Trustee or director | 0 | $0 | $0 |
| DOUG WALKER | DISTRICT 5 DIRECTOR Trustee or director | 0 | $0 | $0 |
| LISA SLONE | DISTRICT 6 DIRECTOR Trustee or director | 0 | $0 | $0 |
| JULIE M BRYNDAL | DIRECTOR AT LARGE Trustee or director | 0 | $0 | $0 |
| BENJAMIN ZIMMER | DIRECTOR AT LARGE Trustee or director | 0 | $0 | $0 |
| JAMES ANTON | DIRECTOR AT LARGE Trustee or director | 0 | $0 | $0 |
| STEPHEN SHOULTZ | DIRECTOR AT LARGE Trustee or director | 0 | $0 | $0 |
| TAYLOR SCHOEN | DIRECTOR AT LARGE Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11611 N MERIDIAN ST STE 250, CARMEL, IN 46032-8914
- Principal officer (990 for 2024)
- STEPHEN W DUFF, 11611 NORTH MERIDIAN STREET 250, CARMEL, IN 46032
- Signed the 990
- AMY MILLER, CONTROLLER
- Phone
- (317) 824-3780
- Website
- WWW.BIGI.ORG
- Return prepared by
- BARNES DENNIG & CO LTD
Mission
TO ENHANCE THE COMPETITIVE POSITION AND FULFILL BUSINESS REQUIREMENTS OF INDEPENDENT AGENTS AND BROKERS, ADVOCATING BUYER INTEREST, AND CONTINUALLY STRIVING TO BE THE PREMIER TRADE ASSOCIATION.
Program accomplishments
- PROVIDE OPPORTUNITIES FOR ITS MEMBERS TO CONNECT AND SHARE INSURANCE KNOWLEDGE AND RESOURCES THROUGHOUT THE YEAR BY HOLDING CONFERENCES AND EVENTS. SHARE ACCESS TO RESOURCES PROVIDED BY OUR NATIONAL ORGANIZATION INCLUDING MARKET ACCESS AND TALENT ACQUISITION.
- PROVIDE QUALITY AND APPLICABLE EDUCATIONAL COURSES, ONLINE AND IN PERSON, TO EQUIP THE INSURANCE INDUSTRY IN INDIANA.
- SERVE INDIANA INDEPENDENT AGENTS BY KNOWING WHAT IS HAPPENING IN OUR STATE LEGISLATIVE PROCESS AND INFORMING OUR LEADERS ABOUT LEGISLATION THAT MAKES SENSE FOR OUR INDUSTRY AND PEOPLE.
- PROVIDE COMMUNICATIONS AND PUBLIC RELATIONS WITHIN OUR INDUSTRY TO HELP OUR MEMBERS SUCCEED.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-0407385
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,056,082
- Income (IRS master file)
- $1,660,602
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,660,602 | $1,533,616 | $4,056,082 | IRS |
| 990 | December 2023 | $1,341,400 | $1,397,445 | $3,819,591 | XML |
| 990 | December 2022 | $1,511,655 | $1,538,357 | $3,458,329 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-0407385).
Questions about INDEPENDENT INSURANCE AGENTS OF INDIANA INC
- What is the EIN of INDEPENDENT INSURANCE AGENTS OF INDIANA INC?
- The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS OF INDIANA INC is 35-0407385.
- Is INDEPENDENT INSURANCE AGENTS OF INDIANA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1967.
- Are donations to INDEPENDENT INSURANCE AGENTS OF INDIANA INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDEPENDENT INSURANCE AGENTS OF INDIANA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDEPENDENT INSURANCE AGENTS OF INDIANA INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDENT INSURANCE AGENTS OF INDIANA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INDEPENDENT INSURANCE AGENTS OF INDIANA INC?
- The 990 for the year ended December 31, 2024 names STEPHEN W DUFF.
- Who are the officers and directors of INDEPENDENT INSURANCE AGENTS OF INDIANA INC?
- The 990 for the year ended December 31, 2024 lists 15 people; 2 received compensation from the organization, the highest $129,280 (STEPHEN DUFF, CEO).
- How much revenue does INDEPENDENT INSURANCE AGENTS OF INDIANA INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,660,602, expenses of $1,533,616 and total assets of $4,056,082 at year end.
Other nonprofits in CARMEL
- MIDCONTINENT INDEPENDENT SYSTEM OPERATOR INC EIN 43-1827033 · last filed 990 for 2024
- ZETA TAU ALPHA FRATERNITY EIN 23-7161479 · last filed 990 for 2025
- POLICE AND FIREMENS INSURANCE ASSOCIATION EIN 35-0586820 · last filed 990 for 2024
- ASPIRE INDIANA INC EIN 35-1341204 · last filed 990 for 2025
- DEBORAH JOY SIMON FOUNDATION EIN 30-0125798 · last filed 990-PF for 2024
- CENTRAL INDIANA SCHOOL EMPLOYEES INSURENCE TR EIN 35-6515214 · last filed 990 for 2025
- AFFORDABLE HOUSING PARTNERS INC EIN 35-1993520 · last filed 990 for 2024
- ASPIRE INDIANA HEALTH EIN 47-4391083 · last filed 990 for 2025