Nonprofit · EIN 81-5443267
UPPER PENINSULA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS
Tax-exempt · ESCANABA, MI 49829
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $72,372 | $67,298 | $5,074 | $88,761 | – | $88,761 |
| December 31, 2023 | 990-EZ | $69,827 | $59,528 | $10,299 | $84,049 | – | $84,049 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $48,870
- Program service revenue
- $23,502
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $67,298
Balance sheet and other
- Total assets, start of year
- $84,049
- Total assets, end of year
- $88,761
- Total liabilities, end of year
- –
- Net assets, end of year
- $88,761
- Cash, savings and investments
- $88,761
- Gross receipts
- $72,372
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELISSA HOWE | PRESIDENT | 2 | $0 |
| JOLEE HUGHES-NUMMELA | SECRETARY/TR | 2 | $0 |
| TRACY MAGNUSON | DIRECTOR | 1.5 | $0 |
| RYAN NUMMELA | DIRECTOR | 1.5 | $0 |
| ANDREW LORENZ | DIRECTOR | 1.5 | $0 |
| BOB FRANTTI | DIRECTOR | 1.5 | $0 |
| RYAN DANIELSON | DIRECTOR | 1.5 | $0 |
| CHRIS KATONA | DIRECTOR | 1.5 | $0 |
| DILLON MATHEWS | DIRECTOR | 1.5 | $0 |
| GORDON CHAMBERLAIN | DIRECTOR | 1.5 | $0 |
| CHRISTIE WHITE | DIRECTOR | 1.5 | $0 |
| MICHELLE OXFORD | DIRECTOR | 1.5 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY MAGNUSON | PRESIDENT | 2 | $0 |
| ELISSA HOWE | VICE PRESIDE | 2 | $0 |
| JOLEE HUGHES-NUMMELA | SECRETARY/TR | 2 | $0 |
| RYAN NUMMELA | DIRECTOR | 1.5 | $0 |
| ANDREW LORENZ | DIRECTOR | 1.5 | $0 |
| BOB FRANTTI | DIRECTOR | 1.5 | $0 |
| RYAN DANIELSON | DIRECTOR | 1.5 | $0 |
| CHRIS KATONA | DIRECTOR | 1.5 | $0 |
| DILLON MATHEWS | DIRECTOR | 1.5 | $0 |
| GORDON CHAMBERLAIN | DIRECTOR | 1.5 | $0 |
| CHRISTIE WHITE | DIRECTOR | 1.5 | $0 |
| MICHELLE OXFORD | DIRECTOR | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1523 LUDINGTON ST, ESCANABA, MI 49829-2837
- In care of
- % RYAN NUMMELA
- Signed the 990-EZ
- ANTHONY KATONA, TREASURER
- Phone
- (906) 786-2511
- Website
- WWW.UPAIIA.COM
- Return prepared by
- ANDREWS HOOPER PAVLIK PLC
Mission
TO PROVIDE A BUSINESS NETWORK SETTING TO IMPROVE AWARENESS OF AND EDUCATION ON COMMON ISSUES AND INTERESTS OF INDEPENDENT INSURANCE AGENTS IN THE UPPER PENINSUAL OF MICHIGAN
Program accomplishments
- HOSTED AN ANNUAL INSURANCE AGENT CONVENTION, PROVIDED ONLINE RESOURCES INCLUDING PUBLICATIONS AND LINKS TO KEEP INSURANCE PROFESSIONALS CURRENT, AND PROVIDED GRANTS TO LOCAL ORGANIZATIONS.
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-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 81-5443267
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $88,761
- Income (IRS master file)
- $72,372
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $72,372 | $67,298 | $88,761 | XML |
| 990-EZ | December 2023 | $69,827 | $59,528 | $84,049 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | 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 81-5443267).
Questions about UPPER PENINSULA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS
- What is the EIN of UPPER PENINSULA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS?
- The employer identification number (EIN) of UPPER PENINSULA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS is 81-5443267.
- Is UPPER PENINSULA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2017.
- Are donations to UPPER PENINSULA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UPPER PENINSULA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS 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 UPPER PENINSULA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS 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 UPPER PENINSULA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of UPPER PENINSULA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS?
- The 990-EZ for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does UPPER PENINSULA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $72,372, expenses of $67,298 and total assets of $88,761 at year end.
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All nonprofits in ESCANABA · Michigan · Community improvement and capacity building