2024-09-15T09:51:06-05:00 2023-12-31 480567703 PINION LLC 1821 SOUTH AVENUE WEST 5TH FLOOR MISSOULA MT 59801 990 2023-01-01 810212279 INDEPENDENT INSURANCE AGENTS ASSOC OF MONTANA INC INDE 4064429555 3131 DREDGE DR HELENA MT 59602 BRYAN BERNIER EXECUTIVE DIRECTOR 4064429555 2024-09-13 1 1 IRIS OWEN P01259219 4067217800 2024-09-13 2023 2024-08-08 14:25:15Z BRYAN BERNIER 3131 DREDGE DR HELENA MT 59602 569329 0 X WWW.IIAA.ORG X 1958 MT PROVIDE PRODUCTS AND SERVICES TO MEMBERS, PROVIDE LEGISLATIVE AND REGULATORY ADVOCACY, COMMUNICATE WITH MEMBERS IN REGARDS TO THE INSURANCE INDUSTRY AND DEVELOPMENTS. 8 8 4 8 15096 14096 102507 87554 34704 21272 50287 54077 128371 138259 315869 301162 0 0 0 0 160197 116525 0 0 0 162026 149483 322223 266008 -6354 35154 1298262 1356193 74960 79207 1223302 1276986 PROVIDE PRODUCTS AND SERVICES TO MEMBERS, PROVIDE LEGISLATIVE AND REGULATORY ADVOCACY, COMMUNICATE WITH MEMBERS IN REGARDS TO THE INSURANCE INDUSTRY AND DEVELOPMENTS. 0 0 PROVIDE PRODUCTS AND SERVICES TO MEMBERS AND COMMUNICATION WITH MEMBERS AND ADVOCACY. PROVIDE EDUCATIONAL CLASSES TO PROFESSIONALS OF THE INSURANCE INDUSTRY. 0 0 0 1 0 0 0 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 0 0 0 0 1 1 1 0 1 3 0 1 4 1 1 1 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 X THE ORGANIZATION 4064429555 3131 DREDGE DR HELENA MT 59602 AARON BEARD PRESIDENT 1.00 X X 0 0 0 KENDALL MASSIE VICE PRESIDENT 1.00 X X 0 0 0 CHRISTINE CAMPBELL SECRETARY/TREASURER 1.00 X X 0 0 0 TOM CHAMBERLIN NATIONAL DIRECTOR 1.00 X 0 0 0 ERICA MERCILL DIRECTOR 1.00 X 0 0 0 HEATH RICHMAN DIRECTOR 1.00 X 0 0 0 MELISSA THOMPSON DIRECTOR 1.00 X 0 0 0 JEANNETTE ALBRECHT DIRECTOR 1.00 X 0 0 0 BRYAN BERNIER EXECUTIVE DIRECTOR 30.00 10.00 X 0 0 0 KERRI EMMONS CEO 0.00 X 14766 0 596 14766 0 596 0 0 0 0 0 87554 87554 INDIRECT COMMISSIONS 611430 10438 10438 CONVENTION 611430 6934 6934 EDUCATIONAL CLASSES 611430 3900 3900 21272 26880 26880 32520 17424 15096 15096 15096 277940 250743 27197 27197 27197 EXPENSE REIMBURSEMENT 900003 113294 113294 MISCELLANEOUS REVENUE 900099 9869 9869 123163 301162 144435 15096 54077 15362 78522 14719 7922 17500 5948 20008 5703 432 3525 6879 13304 1772 24435 6904 10618 UNRELATED BUSINESS INCO 6464 PROPERTY TAXES 6870 DUES & SUBSCRIPTIONS 5649 UTILITIES 4685 8787 266008 15950 11369 37725 69160 150 0 3280 129 564275 182468 392429 381807 848728 893228 0 500 1298262 1356193 74960 79207 74960 79207 X 1223302 1276986 1223302 1276986 1298262 1356193 X 35154 18881 -351 X 0 0 0 0 0 1 87554 20008 28903 48911 13886 35025 135000 135000 417819 171012 246807 11456 11456 0 381807 INVESTMENTS - OTHER SECURITIES 893228 F 893228 FORM 990, PART VI, SECTION A, LINE 3 PROFESSIONAL INDEPENDENT INSURANCE AGENTS OF COLORADO (PIIAC) MANAGES THE OPERATIONS OF THE ORGANIZATION. BRYAN BERNIER OF PIIAC SERVES AS EXECUTIVE DIRECTOR TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS PAY DUES ANNUALLY TO IIAM AND RECEIVE DISCOUNTS AND UPDATED INDUSTRY RELATED INFORMATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS VOTE ON THE BOARD MEMBERS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN BOARD DECISIONS ARE SUBJECT TO APPROVAL BY THE MEMBERS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MANAGEMENT PRIOR TO FINAL ISSUANCE. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL POLICY REVIEWED FOR COMPLIANCE AND ADDRESSED AT THAT TIME BY MANAGEMENT AND THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION MAKES THESE FORMS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NONDEDUCTIBLE PENALTIES -351. MONTANA INSURANCE EDUCATION FOUNDATION 3131 DREDGE DRIVE HELENA MT 59602 810298194 PROVIDE EDUCATIONAL OPPORTUNITIES AND SCHOLARSHIPS MT 501(C)(3) LINE 10 N/A 0 PUBLIC RISK INSURANCE MANAGEMENT INC 3131 DREDGE DRIVE HELENA MT 59602 810362272 INSURANCE BROKER MT INDEPENDENT INSURANCE AGENTS ASSOCIATION OF MONTANA INC C 390080 324575 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 PUBLIC RISK INSURANCE MANAGEMENT INC A 32520 FAIR VALUE PUBLIC RISK INSURANCE MANAGEMENT INC Q 108000 FAIR VALUE