2024-02-13T14:57:01-06:00 2023-08-31 390758449 WIPFLI LLP 30 LONG CREEK DRIVE SOUTH PORTLAND ME 041062437 990 2022-09-01 010219810 MAINE INSURANCE AGENTS ASSOCIATION MAIN 2076231875 17 CARRIAGE LANE HALLOWELL ME 04347 LISA VEREGGE PRESIDENT/CEO 2076231875 2024-01-22 1 LISA VEREGGE 999009999 0 JULIA HOWLAND CPA P01711658 2077745701 2024-01-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA VEREGGE 17 CARRIAGE LANE HALLOWELL ME 04347 1006575 0 X WWW.MAINEAGENTS.COM X 1899 ME TO REPRESENT, SUPPORT, AND PROMOTE INDEPENDENT INSURANCE AGENTS. 16 15 5 15 49604 18284 0 0 445984 450861 174095 186854 320962 326572 941041 964287 0 0 0 0 404212 489699 0 0 0 478953 461590 883165 951289 57876 12998 944580 987587 82970 99372 861610 888215 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 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 14 0 1 5 1 1 1 0 0 0 0 0 0 0 X 16 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 CIC 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 WENDY 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 135656 0 13873 135656 0 13873 1 0 0 0 0 CONVENTIONS, MEETINGS 561000 224877 224877 MEMBERSHIP DUES 900099 150851 150851 EDUCATIONAL SERVICES 561000 73754 73754 MISC. PROGRAM SERVICE 611710 1379 1379 450861 183879 183879 45263 42288 2975 2975 2975 MANAGEMENT FEES 561000 229800 229800 TRUSTED CHOICE MATCH 561000 46577 46577 INSURANCE COMMISSIONS 524298 40504 40504 9691 591 9100 326572 964287 727829 49604 186854 156199 264028 43512 25960 10600 36685 5121 102986 42000 27744 119955 2234 5413 INCOME TAXES 4254 NATIONAL DUES 65051 YOUNG AGENTS MEETINGS 14879 TELEPHONE & UTILITIES 6720 17948 951289 44520 84272 5172 5282 49815 52506 24007 15346 27788 26672 3350 1116 572682 607866 219142 219142 25892 2057 944580 987587 21237 28213 31733 37372 30000 33787 82970 99372 X 861610 888215 861610 888215 944580 987587 12998 13607 0 X X 0 1 X 1 0 0 0 1 150851 83242 19710 102952 90511 12441 27788 26672 1116 1116 219142 C 219142 NOTE PAYABLE 20000 DUE TO SUBSIDIARY 13787 33787 972773 13607 13607 959166 5121 5121 964287 946168 0 946168 5121 5121 951289 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 344433 2222273 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 229800