2024-05-08T14:55:37-05:00 2023-12-31 161092347 MENGEL METZGER BARR & CO LLP 11 BRITISH AMERICAN BLVD LATHAM NY 12110 990 2023-01-01 150525570 PROFESSIONAL INSURANCE AGENTS OF NYS PROF 5184343111 PO BOX 997 GLENMONT NY 120770997 KATHLEEN MCNESSOR CFO 5184343111 2024-05-03 1 KATHLEEN MCNESSOR 999009999 1 ANDREW A MATTHEWS CPA P01366028 5187850134 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JEFF PARMENTER PO BOX 997 GLENMONT NY 120770997 1884929 0 X PIA.ORG X 1945 NY TO PROMOTE THE INDEPENDENT INSURANCE AGENCY SYSTEM IN NYS THROUGH ITS EDUCATIONAL AND PROMOTIONAL EFFORTS THROUGHOUT THE STATE OF NEW YORK. 29 29 0 0 0 0 0 0 1608818 1514217 32207 256523 0 0 1641025 1770740 0 0 0 0 0 0 0 0 0 1789623 1853772 1789623 1853772 -148598 -83032 9604460 10367396 483540 531599 9120920 9835797 TO PROMOTE THE INDEPENDENT INSURANCE AGENCY SYSTEM IN NYS THROUGH ITS EDUCATIONAL AND PROMOTIONAL EFFORTS THROUGHOUT THE STATE OF NEW YORK. 0 0 PROMOTING THE INDEPENDENT INSURANCE AGENCY SYSTEM THROUGH EDUCATIONAL AND PROMOTIONAL PROGRAMS THROUGHOUT THE STATE OF NEW YORK. 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X KATHLEEN MCNESSOR 5184343111 PO BOX 997 GLENMONT NY 12077 X RICHARD ANDREWS LUTCF PRESIDENT-ELECT 1.00 X X 0 0 0 GARY SLAVIN CLTC CIC PRESIDENT 1.00 X X 0 0 0 RAYMOND GILLIS SR FIC FICF TREASURER 1.00 X X 0 0 0 JORGE HERNANDEZ SECRETARY 1.00 X X 0 0 0 JASON E BARTOW AAI CPIA FIRST VICE PRESIDENT 1.00 X X 0 0 0 MICHAEL A LOGUERCIO JR VICE PRESIDENT 1.00 X X 0 0 0 GENE SANDY CIC ACTIVE PAST PRESIDENT 1.00 X 0 0 0 ERIK NICOLAYSEN III CPCU ACTIVE PAST PRESIDENT 1.00 X 0 0 0 MARSHALL GLASS DIRECTOR 1.00 X 0 0 0 JOHN C PARSONS II CIC CPIA AAI ACTIVE PAST PRESIDENT 1.00 X 0 0 0 MICHAEL J SKEELE CIC CIPA NATIONAL DIRECTOR 1.00 X 0 0 0 JAMIE FERRIS CIC AAI CPIA ACTIVE PAST PRESIDENT 1.00 X 0 0 0 JEFFREY H GREENFIELD ACTIVE PAST PRESIDENT 1.00 X 0 0 0 PETER BUCCINNA DIRECTOR 1.00 X 0 0 0 LYNNE R FRANK CPCU ACTIVE PAST PRESIDENT 1.00 X 0 0 0 FRED HOLENDER CLU CPCU CHFC MSFS ACTIVE PAST PRESIDENT 1.00 X 0 0 0 JOHN TOMASSI CPCU ACTIVE PAST PRESIDENT 1.00 X 0 0 0 ERIC COHEN DIRECTOR 1.00 X 0 0 0 LESLIER C ROGOFF DIRECTOR 1.00 X 0 0 0 J CARLOS SHAWN VIANA ACTIVE PAST PRESIDENT 1.00 X 0 0 0 ED CHADWICK DIRECTOR 1.00 X 0 0 0 JON LIPTON CIC DIRECTOR 1.00 X 0 0 0 RICHARD SIGNORELLI DIRECTOR 1.00 X 0 0 0 TIM DEAN CIC CRM ACTIVE PAST PRESIDENT 1.00 X 0 0 0 RICHARD A SAVINO CIC CPIA ACTIVE PAST PRESIDENT 1.00 X 0 0 0 DAVID L SIDLE CIC CPIA IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 JUSTIN FRIES CIC CPCU CPIA DIRECTOR 1.00 X 0 0 0 DAVID DICKSON ACTIVE PAST PRESIDENT 1.00 X 0 0 0 SCOTT RICHARDS YIP LIAISON 1.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBER DUES 900099 894609 894609 MEMBER EDUCATION 900099 267846 267846 MEETINGS/CONFERENCES 900099 240940 240940 LONG ISLAND REGIONAL A 900099 63289 63289 CISR 900099 47533 47533 1514217 156607 156607 214105 114189 99916 99916 99916 1770740 1514217 0 256523 X 12571 12089 126292 3347 PROFESSIONAL SERVICES 1124988 CERTIFIED INSURANCE COU 129117 DUES AND SUBSCRIPTIONS 125826 LEGISLATIVE EXPENSE 101610 217932 1853772 22220 79643 3679 3689 26083 25047 50913 73732 9501565 10185285 9604460 10367396 10224 6889 430020 443278 43296 81432 483540 531599 X 9120920 9835797 9120920 9835797 9604460 10367396 X -83032 584650 213259 X X 1 X 0 1 0 0 0 1 894609 233195 42851 276046 259437 16609 0 INVESTMENT IN SUBSIDIARY 4244220 F MUTUAL FUNDS 5941065 F 10185285 SCHOLARSHIP FUND 1808 PREPAID PROGRAMS 79624 81432 X PART X, LINE 2: THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. UNDER ACCOUNTING STANDARDS CODIFICATION (ASC) SECTION 740, THE TAX STATUS OF TAX-EXEMPT ENTITIES IS AN UNCERTAIN TAX POSITION, SINCE EVENTS COULD POTENTIALLY OCCUR THAT JEOPARDIZE THEIR TAX-EXEMPT STATUS. MANAGEMENT OF THE ASSOCIATION IS NOT AWARE OF ANY EVENTS THAT COULD JEOPARDIZE THEIR TAX EXEMPT STATUS. THEREFORE, NO LIABILITY OR PROVISION FOR INCOME TAX HAS BEEN REFLECTED IN THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DUTIES HAVE BEEN DELEGATED TO PIA MANAGEMENT SERVICES, INC., A RELATED PARTY, AS DISLOSED IN SCHEDULE R. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE ELECTRONICALLY MAILED TO BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS SIGN AND APPROVE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST FORM 1023 AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO PERSONS UPON REQUEST. FORM 990, PART IX, LINE 24E PRESIDENTS EXPENSE 60,232. LONG ISLAND REGIONAL ACTION 38,206. CREDIT CARD FEES 30,315. CISR 28,813. MEMBERSHIP RETENTION 10,446. MEMBERSHIP RECRUITMENT 8,799. PROFESSIONAL FEES 8,378. TELEPHONE 7,438. HUDSON VALLEY REGIONAL ACTION 6,439. PRINTING AND SUPPLIES 6,378. CONTRIBUTION 5,000. PUBLIC RELATIONS 4,888. ELITE EDUCATION PROGRAM DISCOUNT 2,600. FORM 990, PART XI, LINE 9: EQUITY IN EARNINGS OF UNCONSOLIDATED SUBSIDIARY 213,259. FROM 99, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. PIA MANAGEMENT SERVICES INC PO BOX 997 GLENMONT NY 120770997 141489286 PROVIDE MANAGEMENT SERVICES. NY PIA NYS (60) C 213259 4244220 0.60000 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 PIA MANAGEMENT SERVICES INC K 1124988 CASH