Independent Insurance Agents Of Charlotte-Mecklenburg in Huntersville, North Carolina (NC)
Table of contents:
- Overview
- Detailed Reports
- Revenue, Expenses, and Changes in Net Assets or Fund Balances
- Balance Sheets
- Other Information
- Reason for Public Charity Status
- Revenue, Expenses, and Changes in Net Assets or Fund Balances
- Balance Sheets
- Current Officers, Directors, Trustees, and Key Employees
- Other Information
- Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees
- Statements About Activities
- Reason for Non-Private Foundation Status
- Support Schedule
- Lobbying Expenditures by Electing Public Charities
- Organizations performing similar types of work
| Independent Insurance Agents Of Charlotte-Mecklenburg | |
| Employer Identification Number (EIN) | 560583093 |
| Name of Organization | Independent Insurance Agents Of Charlotte-Mecklenburg |
| In Care of Name | Robert J James Sec-Treas |
| Address | 10105 Hickorywood Hill Ave Suite A, Huntersville, NC 28078-3421 |
| Activities | Underwriting municipal insurance, Business promotion (chamber of commerce, business league, etc.) |
| Subsection | Board of Trade |
| Ruling Date | 12/1942 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2013 |
| Assets | $1 to $9,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $7,627 |
| Amount of Income | $28,578 |
| Form 990 Revenue Amount | $28,578 |
| National Taxonomy of Exempt Entities (NTEE) | Mutual/Membership Benefit Organizations, Other: Professional Societies, Associations |
Non-representatives - add comments:
Amount of income in 2013: $28,578
| Independent Insurance Agents Of Charlotte-Mecklenburg: | $28,578 |
| Other organizations performing similar types of work: | $4,975,362 |
Assets in 2013: $7,627
| This organization: | $7,627 |
| Other organizations performing similar types of work: | $4,023,139 |
Expenses in 2013: $33,311
| Independent Insurance Agents Of Charlotte-Mecklenburg: | $33,311 |
| Other organizations performing similar types of work: | $3,682,574 |
Income to expenses ratio in 2013: 0.9
| Independent Insurance Agents Of Charlotte-Mecklenburg: | 0.9 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2013: 1.5%
| This organization: | 1.5% |
| Other organizations performing similar types of work: | 0.0% |
Revenue for 2013
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $31,363 | $37,485 | $28,578 |
| Contributions, gifts, grants, and similar amounts received | $500 | $750 | $440 |
| Program service revenue including government fees and contracts | $750 | $600 | $0 |
| Membership dues and assessments | $17,325 | $13,400 | $18,700 |
| Investment income | $17 | $7 | $3 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $12,417 | $15,975 | $9,435 |
| Gross income from gaming | $0 | $0 | $0 |
| Gross income from fundraising events | $12,417 | $15,975 | $9,435 |
| Less: direct expenses from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $354 | $6,753 | $0 |
| Total expenses | $31,963 | $36,755 | $33,311 |
| Total net assets | $11,630 | $12,360 | $7,627 |
| Excess/Deficit for the year | $-600 | $730 | $-4,733 |
| Net assets or fund balances at beginning of year | $12,230 | $11,630 | $12,360 |
| Other changes in net assets or fund balances | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $12,360 | $7,627 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $11,630 | $12,360 | $7,627 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $11,630 | $12,360 | $7,627 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | Not provided |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |
| 2007 | |
|---|---|
| Total revenue | $30,985 |
| Contributions, gifts, grants, and similar amounts received | $0 |
| Program service revenue including government fees and contracts | $0 |
| Membership dues and assessments | $16,441 |
| Investment income | $228 |
| Gain or (loss) from sales of assets other than inventory | $0 |
| Gross amount from sales of assets other than inventory | $0 |
| Less: cost or other basis and sales expenses | $0 |
| Net income or (loss) from special events and activities | $14,316 |
| Gross revenue | $14,316 |
| Less: direct expenses other than fundraising expenses | $0 |
| Gross profit or (loss) from sales of inventory | $0 |
| Gross sales of inventory, less returns and allowances | $0 |
| Less: cost of goods sold | $0 |
| Other revenue | $0 |
| Total expenses | $29,339 |
| Grants and similar amounts paid | $750 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $2,313 |
| Professional fees and other payments to independent contractors | $8,205 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $467 |
| Other expenses | $17,604 |
| Net assets or fund balances at end of year | $16,828 |
| Excess or (deficit) for the year | $1,646 |
| Net assets or fund balances at beginning of year | $15,182 |
| Other changes in net assets or fund balances | $0 |
| Balance Sheets | |
| 2007 | |
|---|---|
| Total assets | $16,828 |
| Cash, savings, and investments | $16,828 |
| Land and buildings | $0 |
| Other assets | $0 |
| Total liabilities | $0 |
| Net assets or fund balances | $16,828 |
| Current Officers, Directors, Trustees, and Key Employees | |||
| Average hours per week devoted to position | Compensation | Contributions to employee benefit plans & deferred compensation plans | Expense account and other allowances |
|---|---|---|---|
| 5 | $2,313 | $0 | $0 |
| Other Information | |
| Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year? | No |
| Was there a liquidation, dissolution, termination, or substantial contraction during the year? | No |
| Direct and indirect political expenditures | $0 |
| Did the organization file Form 1120-POL for this year? | No |
| Initiation fees and capital contributions | $0 |
| Gross receipts for public use of club facilities | $0 |
| At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)? | |
| Amount of tax imposed on the organization during the year under: section 4911 | $0 |
| Amount of tax imposed on the organization during the year under: section 4912 | $0 |
| Amount of tax imposed on the organization during the year under: section 4955 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? | |
| Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 | $0 |
| Amount of tax above, reimbursed by the organization | $0 |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No |
| Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007) | ||
| Compensation | Contributions to employee benefit plans & deferred compensation | Expense account and other allowances |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| Total number of other employees paid over $50,000 | 0 |
| Statements About Activities (for 2007) | |
| Expenses paid or incurred in connection with the lobbying activities | $0 |
| Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures? | |
| Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services? | |
| Did the organization maintain any donor advised funds? | |
| Did the organization make any taxable distributions under section 4966? | |
| Did the organization make a distribution to a donor, donor advisor, or related person? | |
| The total number of donor advised funds owned at the end of the tax year | $0 |
| The aggregate value of assets held in all donor advised funds owned at the end of the tax year | $0 |
| The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts | $0 |
| The aggregate value of assets held in all funds or accounts included above at the end of the tax year | $0 |
| Reason for Non-Private Foundation Status | |
| The organization is not a private foundation because it is | |
| Support Schedule | |
| 2006 | |
|---|---|
| Total | $0 |
| Gifts, grants, and contributions received | $0 |
| Membership fees received | $0 |
| Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose | $0 |
| Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975 | $0 |
| Net income from unrelated business activities not included above | $0 |
| Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf | $0 |
| The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge | $0 |
| Other income | $0 |
| Lobbying Expenditures by Electing Public Charities (for 2007) | |
| Total exempt purpose expenditures | $0 |
| Total lobbying expenditures | $0 |
| Total lobbying expenditures to influence public opinion (grassroots lobbying) | $0 |
| Total lobbying expenditures to influence a legislative body (direct lobbying) | $0 |
| Other exempt purpose expenditures | $0 |
| Lobbying nontaxable amount | $0 |
| Grassroots nontaxable amount | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | American Bureau Of Shipping | 16855 Northchase Dr, Houston, TX 77060-6006 | TX | 1919-06 | $2,252,404,215 |
| 2 | Florida Workers Compensation Insurance Guaranty Association | PO BOX 15159, Tallahassee, FL 32317-5159 | FL | 1998-05 | $216,545,717 |
| 3 | North Carolina Insurance | 5520 Dillard Drive, Cary, NC 27518-9237 | NC | 1971-04 | $197,422,735 |
| 4 | American Council Of Life Insurance Inc | 101 Constitution Ave Nw, Washington, DC 20001-2133 | DC | 1977-03 | $42,877,946 |
| 5 | Million Dollar Round Table Of The Natl Assn Of Life Underwriters | 325 W Touhy Ave, Park Ridge, IL 60068-4204 | IL | 1969-09 | $42,523,199 |
| 6 | Florida Automobile Joint Underwriting Association | 302 Central Ave, Johnston, RI 02919-4932 | RI | 1975-09 | $40,656,720 |
| 7 | Aipso | 302 Central Ave, Johnston, RI 02919-4932 | RI | 1973-12 | $37,572,018 |
| 8 | North Carolina Joint Underwriting Association | 5520 Dillard Dr Ste 180, Cary, NC 27518-9280 | NC | 1971-04 | $36,545,545 |
| 9 | Life Office Management Association | 2300 Windy Ridge Parkway No 600, Atlanta, GA 30339-5665 | GA | 1979-05 | $30,240,792 |
| 10 | National Insurance Producer Registry | 1100 Walnut, Kansas City, MO 64106-2197 | MO | 1998-07 | $29,010,639 |
| 11 | Montana Comprehensive Health Association | 560 N Park Ave, Helena, MT 59601-2702 | MT | 1989-03 | $19,123,628 |
| 12 | Alliance Of American Insurers | Downers Grove, IL 60515 | IL | $17,757,317 | |
| 13 | North Carolina Rate Bureau | PO BOX 176010, Raleigh, NC 27619-6010 | NC | 1979-07 | $14,456,653 |
| 14 | Independent Insurance Agents Of Charlotte-Mecklenburg | 10105 Hickorywood Hill Ave Suite A, Huntersville, NC 28078-3421 | NC | 1942-12 | $28,578 |
| 15 | Statesman Foundation Inc | 427 Bedford Rd Ste 250, Pleasantville, NY 10570-3035 | NY | 2012-04 | $116,500 |
| 16 | American Midwest Public Insurance Adjusters | 515 N State St Ste 2200, Chicago, IL 60654-4974 | IL | 2010-02 | $0 |
| 17 | Georgia Association Of Home Office Underwriters, Gahou | 56 Perimeter Center East, Atlanta, GA 30346 | GA | 2015-03 | $0 |
| 18 | Loma Society Of Ohio | 5100 Rings Rd Rr1-05-A5, Dublin, OH 43017 | OH | 2014-09 | $0 |
| 19 | Naifa-Illinois Valley | Po Box 558, Streator, IL 61364 | IL | 2012-01 | $0 |
| 20 | Sacramento Valley Chapter Of The Risk And Insurance Management | Po Box 189218, Sacramento, CA 95818 | CA | 2006-05 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 65 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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