Nonprofit · EIN 37-1301916
INDEPENDENT INSURANCE AGENTS OF ILLINOIS
Tax-exempt · SPRINGFIELD, IL 62711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $3,084,325 | $3,030,105 | $54,220 | $6,463,941 | $912,694 | $5,551,247 |
| September 30, 2024 | 990 | $2,518,600 | $2,927,680 | -$409,080 | $6,442,275 | $1,146,320 | $5,295,955 |
| September 30, 2023 | 990 | $2,818,160 | $2,720,176 | $97,984 | $5,773,192 | $842,689 | $4,930,503 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,800,414
- Investment income
- $844,265
- Royalties
- $391,464
- Net gain from sales of assets
- $89,628
- Other revenue
- $439,646
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $208,020
- Salaries, compensation and benefits (total)
- $1,237,482
- Professional fundraising fees
- $0
- Legal fees
- $3,423
- Accounting fees
- $24,584
- Occupancy
- $29,091
- Travel
- $47,165
- Depreciation
- $83,104
Balance sheet and other
- Total assets, start of year
- $6,442,275
- Total assets, end of year
- $6,463,941
- Total liabilities, end of year
- $912,694
- Net assets, end of year
- $5,551,247
- Land, buildings and equipment
- $245,006
- Publicly traded securities
- $5,622,192
- Net assets without donor restrictions
- $5,551,247
- Gross unrelated business income
- $48,182
- Gross receipts
- $6,286,074
- Employees
- 13
- Volunteers
- 0
- Year formed
- 1992
- State of legal domicile
- IL
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PHIL LACKMAN | CEO Officer | 35 | $293,655 | $37,865 |
| MARK KUCHAR | CFO Officer | 35 | $154,958 | $41,528 |
| BRETT GERGER | DIRECTOR OF EDUCATION & AG Highest-paid employee | 35 | $151,367 | $20,139 |
| DUSTIN PETERSON | CHAIRPERSON - GOVERNMENT R Trustee or director | 2 | $0 | $0 |
| BRIAN OGDEN | CHAIRPERSON - TECHNOLOGY Trustee or director | 2 | $0 | $0 |
| AMIRI CURRY | AT-LARGE BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JEFFREY MCMILLAN | AT-LARGE BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHRIS LEMING | VICE PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| RAYMOND ROENTZ | REGION 2 DIRECTOR Trustee or director | 2 | $0 | $0 |
| NOELE TATLOCK | REGION 5 DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID JENK | REGION 7 DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHARLES HRUSKA IV | REGION 8 DIRECTOR Trustee or director | 2 | $0 | $0 |
| LINDSEY POLZIN | REGION 9 DIRECTOR Trustee or director | 2 | $0 | $0 |
| MOHAMMED ALI | REGION 10 DIRECTOR Trustee or director | 2 | $0 | $0 |
| LISA LUKENS | CHAIRPERSON - EDUCATION Trustee or director | 2 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS EVANS JR | PRESIDENT - ELECT Trustee or director, Officer | 10 | $0 |
| NICK GUNN | CHAIRPERSON - PLANNING AND Trustee or director | 2 | $0 |
| STEVEN FOSTER | FARM AGENTS COUNCIL REPRES Trustee or director | 2 | $0 |
| CODY IMMING | CHAIRPERSON - YOUNG AGENTS Trustee or director | 2 | $0 |
| ALLYSON PADILLA | CHAIRPERSON Trustee or director, Officer | 10 | $0 |
| PATRICK TAPHORN | PRESIDENT Trustee or director, Officer | 10 | $0 |
| CYNTHIA JACKMAN | SECRETARY/TREASURER Trustee or director, Officer | 10 | $0 |
| GEORGE DALY | STATE NATIONAL DIRECTOR - Trustee or director, Officer | 10 | $0 |
| LUCAS SANDROCK | AT-LARGE BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended September 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PHIL LACKMAN | CEO Officer | 35 | $285,394 | $36,873 |
| MARK KUCHAR | CFO Officer | 35 | $146,477 | $37,783 |
| BRETT GERGER | DIRECTOR OF EDUCATION & AG Highest-paid employee | 35 | $144,448 | $19,309 |
| DUSTIN PETERSON | CHAIRPERSON - GOVERNMENT R Trustee or director | 2 | $0 | $0 |
| BRIAN OGDEN | CHAIRPERSON - TECHNOLOGY Trustee or director | 2 | $0 | $0 |
| AMIRI CURRY | AT-LARGE BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JEFFREY MCMILLAN | AT-LARGE BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES SAGER | REGION 1 DIRECTOR Trustee or director | 2 | $0 | $0 |
| RAYMOND ROENTZ | REGION 2 DIRECTOR Trustee or director | 2 | $0 | $0 |
| NOELE TATLOCK | REGION 5 DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID JENK | REGION 7 DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHARLES HRUSKA IV | REGION 8 DIRECTOR Trustee or director | 2 | $0 | $0 |
| LINDSEY POLZIN | REGION 9 DIRECTOR Trustee or director | 2 | $0 | $0 |
| MOHAMMED ALI | REGION 10 DIRECTOR Trustee or director | 2 | $0 | $0 |
| LISA LUKENS | CHAIRPERSON - EDUCATION Trustee or director | 2 | $0 | $0 |
| THOMAS EVANS JR | VICE PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| NICK GUNN | CHAIRPERSON - PLANNING AND Trustee or director | 2 | $0 | $0 |
| STEVEN FOSTER | FARM AGENTS COUNCIL REPRES Trustee or director | 2 | $0 | $0 |
| PATRICK MULDOWNEY | AT-LARGE BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KEVIN LESCH | CHAIRPERSON Trustee or director, Officer | 10 | $0 | $0 |
| ALLYSON PADILLA | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| PATRICK TAPHORN | PRESIDENT - ELECT Trustee or director, Officer | 10 | $0 | $0 |
| CYNTHIA JACKMAN | SECRETARY/TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| GEORGE DALY | STATE NATIONAL DIRECTOR - Trustee or director, Officer | 10 | $0 | $0 |
| RENEE CRISSIE | CHAIRPERSON - YOUNG AGENTS Trustee or director | 2 | $0 | $0 |
| LUCAS SANDROCK | AT-LARGE BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended September 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PHIL LACKMAN | CEO Officer | 35 | $277,374 | $35,911 |
| THOMAS P ROSS | MARKETING DIRECTOR Highest-paid employee | 35 | $149,173 | $31,498 |
| MARK KUCHAR | CFO Officer | 35 | $139,493 | $34,306 |
| BRETT GERGER | DIRECTOR OF EDUCATION & AG Highest-paid employee | 35 | $136,521 | $18,357 |
| DUSTIN PETERSON | CHAIRPERSON - GOVERNMENT R Trustee or director | 2 | $0 | $0 |
| BRIAN OGDEN | CHAIRPERSON - TECHNOLOGY Trustee or director | 2 | $0 | $0 |
| AMIRI CURRY | AT-LARGE BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JEFFREY MCMILLAN | AT-LARGE BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES SAGER | REGION 1 DIRECTOR Trustee or director | 2 | $0 | $0 |
| RAYMOND ROENTZ | REGION 2 DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER LEMING | REGION 3 DIRECTOR Trustee or director | 2 | $0 | $0 |
| BART HARTAUER | REGION 4 DIRECTOR Trustee or director | 2 | $0 | $0 |
| NOELE TATLOCK | REGION 5 DIRECTOR Trustee or director | 2 | $0 | $0 |
| THOMAS EVANS JR | REGION 6 DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID JENK | REGION 7 DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHARLES HRUSKA IV | REGION 8 DIRECTOR Trustee or director | 2 | $0 | $0 |
| LINDSEY POLZIN | REGION 9 DIRECTOR Trustee or director | 2 | $0 | $0 |
| MOHAMMED ALI | REGION 10 DIRECTOR Trustee or director | 2 | $0 | $0 |
| LISA LUKENS | CHAIRPERSON - EDUCATION Trustee or director | 2 | $0 | $0 |
| PATRICK TAPHORN | VICE PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| NICK GUNN | CHAIRPERSON - PLANNING AND Trustee or director | 2 | $0 | $0 |
| STEVEN FOSTER | FARM AGENTS COUNCIL REPRES Trustee or director | 2 | $0 | $0 |
| PATRICK MULDOWNEY | AT-LARGE BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAY PETERSON | CHAIRPERSON Trustee or director, Officer | 10 | $0 | $0 |
| KEVIN LESCH | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| ALLYSON PADILLA | PRESIDENT - ELECT Trustee or director, Officer | 10 | $0 | $0 |
| CYNTHIA JACKMAN | SECRETARY/TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| GEORGE DALY | STATE NATIONAL DIRECTOR - Trustee or director, Officer | 10 | $0 | $0 |
| RENEE CRISSIE | CHAIRPERSON - YOUNG AGENTS Trustee or director | 2 | $0 | $0 |
| LUCAS SANDROCK | AT-LARGE BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4360 WABASH AVE, SPRINGFIELD, IL 62711-7009
- In care of
- % INDE
- Principal officer (990 for 2024)
- PHIL LACKMAN, 4360 WABASH AVENUE, SPRINGFIELD, IL 62711
- Signed the 990
- PHIL LACKMAN, CEO
- Phone
- (217) 793-6660
- Website
- WWW.IIAOFIL.ORG
- Return prepared by
- KERBER ECK & BRAECKEL LLP
Mission
TO PROVIDE OUR MEMBERS WITH A SUSTAINABLE COMPETITIVE ADVANTAGE.
Program accomplishments
- PROVIDED APPROXIMATELY 321 EDUCATIONAL INSURANCE WORKSHOPS TO MEMBERS ON A VARIETY OF TOPICS IN NUMEROUS LOCATIONS AND ONLINE.
- PROVIDED NETWORKING OPPORTUNITIES, BRANDING SERVICES, AND OTHER RESOURCES FOR 760 MEMBERS.
- HOSTED ANNUAL CONVENTION WITH 120 EXHIBITORS IN SPRINGFIELD, IL
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 37-1301916
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Exempt since
- 1993
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,463,941
- Income (IRS master file)
- $6,286,074
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $3,084,325 | $3,030,105 | $6,463,941 | XML |
| 990 | September 2024 | $2,518,600 | $2,927,680 | $6,442,275 | XML |
| 990 | September 2023 | $2,818,160 | $2,720,176 | $5,773,192 | XML |
| 990 | September 2022 | $2,746,070 | $2,709,543 | $5,680,229 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 37-1301916).
Questions about INDEPENDENT INSURANCE AGENTS OF ILLINOIS
- What is the EIN of INDEPENDENT INSURANCE AGENTS OF ILLINOIS?
- The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS OF ILLINOIS is 37-1301916.
- Is INDEPENDENT INSURANCE AGENTS OF ILLINOIS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1993.
- Which annual return does INDEPENDENT INSURANCE AGENTS OF ILLINOIS 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 ILLINOIS due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDENT INSURANCE AGENTS OF ILLINOIS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of INDEPENDENT INSURANCE AGENTS OF ILLINOIS?
- The 990 for the year ended September 30, 2025 names PHIL LACKMAN.
- Who are the officers and directors of INDEPENDENT INSURANCE AGENTS OF ILLINOIS?
- The 990 for the year ended September 30, 2025 lists 24 people; 3 received compensation from the organization, the highest $293,655 (PHIL LACKMAN, CEO).
- How much revenue does INDEPENDENT INSURANCE AGENTS OF ILLINOIS have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $3,084,325, expenses of $3,030,105 and total assets of $6,463,941 at year end.
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