Nonprofit · EIN 63-0001943
ALABAMA INDEPENDENT INSURANCE AGENTS INCORPORATED
Tax-exempt · BIRMINGHAM, AL 35211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,516,179 | $1,620,439 | -$104,260 | $1,585,130 | $50,639 | $1,534,491 |
| December 31, 2023 | 990 | $1,600,723 | $1,632,265 | -$31,542 | $1,712,911 | $76,540 | $1,636,371 |
| December 31, 2021 | 990 | $1,403,451 | $1,328,720 | $74,731 | $1,785,986 | $8,845 | $1,777,141 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $687,337
- Investment income
- $10,412
- Royalties
- $95,411
- Other revenue
- $818,430
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $101,500
- Other salaries and wages
- $426,719
- Salaries, compensation and benefits (total)
- $681,272
- Professional fundraising fees
- $0
- Accounting fees
- $9,750
- Occupancy
- $68,366
- Travel
- $5,412
Balance sheet and other
- Total assets, start of year
- $1,712,911
- Total assets, end of year
- $1,585,130
- Total liabilities, end of year
- $50,639
- Net assets, end of year
- $1,534,491
- Publicly traded securities
- $65,020
- Net assets without donor restrictions
- $1,529,335
- Net assets with donor restrictions
- $5,156
- Gross receipts
- $1,516,179
- Employees
- 8
- Volunteers
- 300
- State of legal domicile
- AL
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 |
|---|---|---|---|
| BILL JACKA JR | EXEC DIRECTOR Officer | 40 | $101,500 |
| KELLY ADAY | IMMED PAST PRES Trustee or director, Officer | 0 | $0 |
| TODD ROBERTS | President Trustee or director, Officer | 0 | $0 |
| COLEY BOONE | Director Trustee or director | 0 | $0 |
| LANE CHAVES | Director Trustee or director | 0 | $0 |
| LOREN GIBSON | Director Trustee or director | 0 | $0 |
| DORI HARMON | Director Trustee or director, Officer | 0 | $0 |
| CHRIS HOGGLE | Director Trustee or director | 0 | $0 |
| TRIP WHEELLESS | Director Trustee or director | 0 | $0 |
| VICKIE FULLER | Director Trustee or director | 0 | $0 |
| JOSEPH ARMSTRONG | Director Trustee or director | 0 | $0 |
| DAVID GREEN | Director Trustee or director | 0 | $0 |
| BRANDON LABRESH | Director Trustee or director | 0 | $0 |
| IVIE ISLER | Director Trustee or director | 0 | $0 |
| EDWARD RAGLAND | PRES - ELECT Trustee or director | 0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY BURKMAN | SECRETARY/TRESU Trustee or director | 0 | $0 |
| KINGSTON HALL | YOUNG AGENTS Trustee or director | 0 | $0 |
| TONI JONES | Director Trustee or director | 0 | $0 |
| ASHLEY MCINTYRE | Director Trustee or director | 0 | $0 |
| JIM MURPHREE | ST/NAT DIRECTOR Trustee or director, Officer | 0 | $0 |
| JONATHAN PFEIFER | Director Trustee or director | 0 | $0 |
| ZACH SCHNEIDER | Director Trustee or director | 0 | $0 |
| CATHY LILIO | Director Trustee or director, Officer | 0 | $0 |
| DAVID SCHUTZ | Director Trustee or director | 0 | $0 |
| TORIE RINEHART NIX | Director Trustee or director | 0 | $0 |
| HEATHER THIGPEN | Director Trustee or director | 0 | $0 |
| THOMAS HUMBER | Director Trustee or director | 0 | $0 |
| RICHARD COLETTA | Director Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL JACKA JR | EXEC DIRECTOR Officer | 40 | $86,011 |
| KELLY ADAY | President Trustee or director, Officer | 0 | $0 |
| TODD ROBERTS | PRES - ELECT Trustee or director, Officer | 0 | $0 |
| RICHARD COLETTA | Director Trustee or director | 0 | $0 |
| LANE CHAVERS | Director Trustee or director | 0 | $0 |
| PERRY GRANT | Director Trustee or director | 0 | $0 |
| DORI HARMON | PAST PRESIDENT Trustee or director, Officer | 0 | $0 |
| CHRIS HOGGLE | Director Trustee or director | 0 | $0 |
| TRIP WHEELLESS | Director Trustee or director | 0 | $0 |
| VICKIE FULLER | Director Trustee or director | 0 | $0 |
| JOSEPH ARMSTRONG | Director Trustee or director | 0 | $0 |
| RAY GREER | Director Trustee or director | 0 | $0 |
| BRANDON LABRESH | Director Trustee or director | 0 | $0 |
| IVIE ISLER | SECRETARY/TREAS Trustee or director | 0 | $0 |
| COLEY BOONE | YOUNG AGENTS Trustee or director | 0 | $0 |
| JIM MURPHREE | ST/NAT DIRECTOR Trustee or director, Officer | 0 | $0 |
| ZACH SCHNEIDER | Director Trustee or director | 0 | $0 |
| KEVIN MYRICK | PAST PRESIDENT Trustee or director, Officer | 0 | $0 |
| TORIE RINEHART NIX | Director Trustee or director | 0 | $0 |
| HEATHER THIGPEN | Director Trustee or director | 0 | $0 |
| THOMAS HUMBER | Director Trustee or director | 0 | $0 |
990 for the year ended December 31, 2021: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL JACKA JR | Director Officer | 40 | $100,865 |
| KELLY ADAY | Secretary/TREAS Trustee or director | 0 | $0 |
| RICHARD COLETTA | Director Trustee or director | 0 | $0 |
| JOSEPH ARMSTRONG | Director Trustee or director, Officer | 0 | $0 |
| JACK BRUNSON | Director Trustee or director, Officer | 0 | $0 |
| JONI HOLT | President Trustee or director, Officer | 0 | $0 |
| TRIP WHEELLESS | Director Trustee or director | 0 | $0 |
| VICKIE FULLER | Director Trustee or director | 0 | $0 |
| CHARLIE BAILEY | Director - YA Trustee or director | 0 | $0 |
| RAY GREER | Director Trustee or director | 0 | $0 |
| LARRY WHITE | Director Trustee or director, Officer | 0 | $0 |
| EDWARD RAGLAND | Director Trustee or director | 0 | $0 |
| STEVE HOGGLE | Director Trustee or director | 0 | $0 |
| KEN MCFEETERS | Director Trustee or director, Officer | 0 | $0 |
| JOSH GOE | Director Trustee or director, Officer | 0 | $0 |
| CHRIS REYNOLDS | Director Trustee or director | 0 | $0 |
| LIN MOORE | Director Trustee or director | 0 | $0 |
| JEFF GRICE | SN DIRECTOR Trustee or director, Officer | 0 | $0 |
| ZACH SCHNEIDER | Director Trustee or director | 0 | $0 |
| KEVIN MYRICK | PRESIDENT ELECT Trustee or director | 0 | $0 |
| MARGARET ANN PYBURN | PAST PRESIDENT Trustee or director | 0 | $0 |
| TORIE RINEHART NIX | Director Trustee or director | 0 | $0 |
| HEATHER THIGPEN | Director Trustee or director | 0 | $0 |
| THOMAS HUMBER | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 141 LONDON PKWY, BIRMINGHAM, AL 35211-4541
- Signed the 990
- BILL JACKA JR, Director
- Phone
- (205) 326-4129
- Return prepared by
- Top Notch Tax & Accounting
Mission
TO PROMOTE THE EDUCATION OF INSURANCE PROFESSIONALS IN ALABAMA
Program accomplishments
- INSURANCE SCHOOLS & EDUCATION: THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO PROVIDE ITS MEMBERS WITH EDUCATIONAL OPPORTUNITIES TO FURTHER THEIR PROFESSIONAL NEEDS IN A VARIETY OF WAYS. FIRST, THE ORGANIZATION WORKS TO PROVIDE ITS MEMBERS WITH EDUCATIONAL OPPORTUNITIES TO MEET THEIR LEGAL REQUIREMENTS UNDER ALABAMA STATE LAW IN ORDER TO RENEWTHEIR INSURANCE LICENSES. SECOND, FOR THOSE MEMBERS WHO DESIRE, THE ORGANIZATION PROVIDES EDUCATIONAL OPPORTUNITIES FOR ITS MEMBERS TO BECOME CERTIFIED IN A NUMBER OF FEILDS WITHIN THE INSURANCE PROFESSION.THRID, THE ORGANIZATION PROVIDES MEMBERS WITH A RESOURCE TO TRAIN THEIR NEW EMPLOYEES FOR THE PUPOSE OF OBTAINING THEIR INSURANCE LICENSES AS WELL AS TRAIN THEM IN THE TECHNICAL ASPECTS OF THE INSURANCE BUSINESS TO PREPARE THEM FOR A CAREER IN THE INSURANCE INDUSTRY.
- CONFERENCES & CONVENTIONS: THE ORGANIZATION ALSO PROVIDES ITS MEMBERS WITH A NUMBER OF CONFERENCES AND MEETINGS WHERE THEY MAY NETWORK WITH OTHER MEMBERS AND ASSOCIATES. THE TWO LARGEST MEETING ARE THE ORGANIZATIONS ANNUAL CONVENTION AND THE ORGANIZATIONS YOUNG AGENTS CONFERENCE. BOTH MEETING HAVE EDUCATIONAL SEGMENTS SO THAT THE ATTENDEES MAY FURTHER THEIR PROFESSIONAL CREDENTIALS. THE ORGANIZATION ALSO HOST A ONE DAY SMALL & RURAL AGENTS MEETING FOR THOSE AGENICES WHO CANNOT CLOSE THEIR BUSINESSES FOR THE LONGER CONVENTION OR CONFERENCE.
- OTHER MEMBER SERVICES: THE ORGANIZATION ALSO PRVIDES INFORMATION AND OTHER SERVICES TO ITS MEMBERS THROUGH VARIOUS COMMITTEES.
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
- 63-0001943
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,585,130
- Income (IRS master file)
- $1,516,179
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,516,179 | $1,620,439 | $1,585,130 | XML |
| 990 | December 2023 | $1,600,723 | $1,632,265 | $1,712,911 | XML |
| 990 | December 2022 | $1,475,810 | $1,577,611 | $1,681,950 | IRS |
| 990 | December 2021 | $1,403,451 | $1,328,720 | $1,785,986 | XML |
| 990 | December 2020 | – | – | – | 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 63-0001943).
Questions about ALABAMA INDEPENDENT INSURANCE AGENTS INCORPORATED
- What is the EIN of ALABAMA INDEPENDENT INSURANCE AGENTS INCORPORATED?
- The employer identification number (EIN) of ALABAMA INDEPENDENT INSURANCE AGENTS INCORPORATED is 63-0001943.
- Is ALABAMA INDEPENDENT INSURANCE AGENTS INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1955.
- Are donations to ALABAMA INDEPENDENT INSURANCE AGENTS INCORPORATED tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ALABAMA INDEPENDENT INSURANCE AGENTS INCORPORATED 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 ALABAMA INDEPENDENT INSURANCE AGENTS INCORPORATED 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 ALABAMA INDEPENDENT INSURANCE AGENTS INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of ALABAMA INDEPENDENT INSURANCE AGENTS INCORPORATED?
- The 990 for the year ended December 31, 2024 lists 28 people; 1 received compensation from the organization, the highest $101,500 (BILL JACKA JR, EXEC DIRECTOR).
- How much revenue does ALABAMA INDEPENDENT INSURANCE AGENTS INCORPORATED have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,516,179, expenses of $1,620,439 and total assets of $1,585,130 at year end.
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