Nonprofit · EIN 47-6043153
PROFESSIONAL INSURANCE AGENTS NE IA INC
Tax-exempt · OMAHA, NE 68144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $736,829 | $789,939 | -$53,110 | $322,418 | $21 | $322,397 |
| March 31, 2024 | 990 | $757,711 | $774,705 | -$16,994 | $375,569 | $62 | $375,507 |
| March 31, 2023 | 990 | $749,620 | $741,810 | $7,810 | $392,556 | $55 | $392,501 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $105,554
- Membership dues
- $105,554
- Program service revenue
- $605,839
- Investment income
- $15,305
- Other revenue
- $10,131
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $85,511
- Other salaries and wages
- $132,513
- Salaries, compensation and benefits (total)
- $237,450
- Professional fundraising fees
- $0
- Accounting fees
- $3,062
- Occupancy
- $20,325
Balance sheet and other
- Total assets, start of year
- $375,569
- Total assets, end of year
- $322,418
- Total liabilities, end of year
- $21
- Net assets, end of year
- $322,397
- Gross unrelated business income
- $130,746
- Gross receipts
- $736,829
- Employees
- 6
- Volunteers
- 10
- Year formed
- 1948
- State of legal domicile
- NE
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHERINE KLASI | EXECUTIVE DIRECTOR Officer | 40 | $74,500 | $11,011 |
| JOSH MARSHALL | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TYLER LICHTY | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MARK SUHR | NATIONAL DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| AMY KOTAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICK WEHLING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN ALDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRITNEY DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RJ GALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON W SOSTAD | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| SARA BUCHHOLZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHERINE KLASI | EXECUTIVE DIRECTOR Officer | 40 | $74,313 | $10,885 |
| JOSH MARSHALL | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TYLER LICHTY | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TYSON JORDENING | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MARK SUHR | NATIONAL DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| AMY KOTAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICK WEHLING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN ALDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRITNEY DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RJ GALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON W SOSTAD | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHERINE KLASI | EXECUTIVE DIRECTOR Officer | 40 | $69,682 | $12,612 |
| JOSH MARSHALL | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TYLER LICHTY | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TYSON JORDENING | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MARK SUHR | NATIONAL DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| AMY KOTAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICK WEHLING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN ALDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRITNEY DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RJ GALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON W SOSTAD | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11932 ARBOR ST STE 100, OMAHA, NE 68144-2986
- Principal officer (990 for 2024)
- CATHERINE KLASI, 11932 ARBOR STREET 100, OMAHA, NE 68144
- Signed the 990
- CATHERINE KLASI, EXECUTIVE DIRECTOR
- Phone
- (402) 392-1611
- Website
- WWW.PIANEIA.COM
- Return prepared by
- FRANKEL LLC
Mission
TO PROMOTE THE PROSPERITY, GROWTH, AND THE PERPETUATION OF OUR MEMBERS AS PROFESSIONALS IN THE NEBRASKA AND IOWA INSURANCE INDUSTRY.
Program accomplishments
- EDUCATION & CERTIFICATION OF OVER ONE THOUSAND MEMBERS AND AGENTS IN THE INSURANCE INDUSTRY. PROVIDED DOZENS OF EDUCATION SEMINARS AT VARIOUS LOCATIONS WITHIN THE STATE.Expenses $324,302
- COMMITTEE MEETINGS FOR MEMBERS AND AGENTS IN THE INSURANCE INDUSTRY TO PROMOTE INDUSTRY SPECIFIC IDEAS. THE ORGANIZATION PROVIDED A FORUM FOR INSURANCE AGENTS TO SPEAK ABOUT VARIOUS PROBLEMS, OPPORTUNITIES, AND CHANGES WITHIN THE INSURANCE INDUSTRY.Expenses $42,290
- LEGISLATIVE EFFORTS TO PROMOTE THE INSURANCE INDUSTRY WITHIN NEBRASKA.Expenses $3,440
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 47-6043153
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $322,418
- Income (IRS master file)
- $736,829
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $736,829 | $789,939 | $322,418 | XML |
| 990 | March 2024 | $757,711 | $774,705 | $375,569 | XML |
| 990 | March 2023 | $749,620 | $741,810 | $392,556 | XML |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | 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 47-6043153).
Questions about PROFESSIONAL INSURANCE AGENTS NE IA INC
- What is the EIN of PROFESSIONAL INSURANCE AGENTS NE IA INC?
- The employer identification number (EIN) of PROFESSIONAL INSURANCE AGENTS NE IA INC is 47-6043153.
- Is PROFESSIONAL INSURANCE AGENTS NE IA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1967.
- Are donations to PROFESSIONAL INSURANCE AGENTS NE IA INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PROFESSIONAL INSURANCE AGENTS NE IA 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 PROFESSIONAL INSURANCE AGENTS NE IA INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PROFESSIONAL INSURANCE AGENTS NE IA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of PROFESSIONAL INSURANCE AGENTS NE IA INC?
- The 990 for the year ended March 31, 2025 names CATHERINE KLASI.
- Who are the officers and directors of PROFESSIONAL INSURANCE AGENTS NE IA INC?
- The 990 for the year ended March 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $74,500 (CATHERINE KLASI, EXECUTIVE DIRECTOR).
- How much revenue does PROFESSIONAL INSURANCE AGENTS NE IA INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $736,829, expenses of $789,939 and total assets of $322,418 at year end.
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