2024-12-06T17:09:11-06:00 2024-08-31 390758449 WIPFLI LLP 30 LONG CREEK DRIVE SOUTH PORTLAND ME 041062437 990 2023-09-01 010219810 MAINE INSURANCE AGENTS ASSOCIATION MAIN 2076231875 17 CARRIAGE LANE HALLOWELL ME 04347 LISA VEREGGE PRESIDENT/CEO 2076231875 2024-12-06 1 0 JULIA HOWLAND CPA P01711658 2077745701 2024-11-21 2023 2024-10-15 13:58:12Z LISA VEREGGE 17 CARRIAGE LANE HALLOWELL ME 04347 1110958 0 X WWW.MAINEAGENTS.COM X 1899 ME TO REPRESENT, SUPPORT, AND PROMOTE INDEPENDENT INSURANCE AGENTS. 15 15 5 15 52628 22542 0 0 450861 537153 186854 187419 326572 369096 964287 1093668 0 0 0 0 489699 489425 0 0 0 461590 472472 951289 961897 12998 131771 987587 1157243 99372 53600 888215 1103643 TO REPRESENT, SUPPORT, AND PROMOTE INDEPENDENT INSURANCE AGENTS. 0 0 EDUCATIONAL MEETINGS, CONVENTIONS AND SEMINARS ARE PROVIDED FOR MEMBERS. DUES ARE PAID TO THE NATIONAL INDEPENDENT INSURANCE AGENTS OF AMERICA WHICH IN TURN SUPPORTS INDEPENDENT AGENTS AT A NATIONAL LEVEL. LEGISLATION AND REGULATIONS AFFECTING INSURANCE AGENTS ARE MONITORED BY THE ASSOCIATION AND APPROPRIATE INPUT ON BEHALF OF AGENTS IS GIVEN. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 11 0 1 5 1 1 1 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X LISA VEREGGE PRESIDENTCEO 2076231875 17 CARRIAGE LANE HALLOWELL ME 04347 PETER CLAVETTE VICE CHAIRMAN 0.50 X X 0 0 0 SARAH FISHER CHAIRWOMAN 0.50 X X 0 0 0 DANIELLE MARQUIS PIA DIRECTOR 0.50 X X 0 0 0 ASHLEY ROSBOROUGH CHAIRWOMAN-ELECT 0.50 X X 0 0 0 G JEFF SHAW IMMEDIATE PAST CHAIRMAN 0.50 X X 0 0 0 WANDY TAPLEY IIABA DIRECTOR 0.50 X X 0 0 0 MARK BAILEY DIRECTOR 0.50 X 0 0 0 THOMAS BEAROR DIRECTOR 0.50 X 0 0 0 JOHN BILODEAU DIRECTOR 0.50 X 0 0 0 STACEY CHENEVERT DIRECTOR 0.50 X 0 0 0 HAROLD CLARK DIRECTOR 0.50 X 0 0 0 STACY JOHANSEN DIRECTOR 0.50 X 0 0 0 JONATHAN NAGY DIRECTOR 0.50 X 0 0 0 LAURIE NOEL DIRECTOR 0.50 X 0 0 0 CHARLES STOKES DIRECTOR 0.50 X 0 0 0 LISA VEREGGE PRESIDENT/CEO 40.00 X 138495 0 16856 138495 0 16856 1 0 1 0 0 CONVENTIONS, MEETINGS 561000 310301 310301 MEMBERSHIP DUES 900099 145240 145240 EDUCATIONAL SERVICES 561000 77635 77635 MISC. PROGRAM SERVICE 611710 3977 3977 537153 186467 186467 18242 17290 952 952 952 MANAGEMENT FEES 561000 268659 268659 INSURANCE COMMISSIONS 524298 45368 45368 TRUSTED CHOICE MATCH 561000 45000 45000 10069 2809 7260 369096 1093668 853621 52628 187419 155351 265961 41618 26495 11570 5665 87013 2514 42000 31885 145448 1116 5598 INCOME TAXES 5557 SUBSCRIPTIONS AND DUES 67784 LEGISLATIVE EXPENSES 34268 YOUNG AGENTS MEETINGS 14738 17316 961897 84272 150526 5282 5895 52506 51810 15346 20264 27788 27788 1116 0 607866 679606 219142 219142 2057 30000 987587 1157243 28213 18408 37372 15192 33787 20000 99372 53600 X 888215 1103643 888215 1103643 987587 1157243 131771 53657 30000 0 X X 0 1 X 1 0 0 0 1 145240 82233 12441 94674 87144 7530 27788 27788 0 0 219142 C 219142 NOTE PAYABLE 20000 20000 1141660 53657 53657 1088003 5665 5665 1093668 956232 0 956232 5665 5665 961897 0 0 0 LISA VEREGGE PRESIDENT/CEO 138495 0 0 0 0 0 3485 0 13371 0 155351 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS COMPARED TO THE AUDITED FINANCIAL STATEMENTS BEFORE IT IS FILED - IT IS AVAILABLE FOR THE BOARD TO REVIEW IF REQUESTED. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS SIGNED EACH YEAR AND DISCUSSED AT THE BEGINNING OF EACH BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 15 A REVIEW OF THE PRESIDENT/CEO'S PERFORMANCE IS PERFORMED ANNUALLY BY THE BOARD OF DIRECTORS. A REVIEW OF THE APPROPRIATE COMPENSATION LEVEL IS INCLUDED AS PART OF THE REVIEW BASED ON GOALS AND THE UPCOMING YEAR'S BUDGET. A SIMILAR PROCESS IS PERFORMED BY THE PRESIDENT/CEO FOR THE EMPLOYEES OF THE ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, TAX RETURN AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON WRITTEN REQUEST TO THE PRESIDENT/CEO OR MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. AGENCY ASSISTANCE CO INC 17 CARRIAGE LANE HALLOWELL ME 04347 010358691 SALES OF INSURANCE PRODUCTS ME N/A C 223124 1052512 1.00000 1 0 0 0 0 0 1 0 0 0 0 1 0 0 1 1 0 1 0 0 AGENCY ASSISTANCE CO INC F 160000 AGENCY ASSISTANCE CO INC K 42000 AGENCY ASSISTANCE CO INC Q 268659