2025-06-12T15:03:58-04:00 2024-08-31 204178437 Tacker & Raforth PC 9635 Atherton Dallas TX 75243 990 2023-09-01 750224100 Independent Insurance Agents of Dallas INDE 12001 N Central Expressway STE 100 Dallas TX 75243 Jeff Breor Executive Direc 2142172900 2024-11-04 false true James A Tacker CPA P00957600 2149086880 2025-06-12 2023 2025-03-06 01:10:19Z 768011 false X X 1932 TX Serving and strengthening independent insurance agents through education, prepetutation and promotion of goodwill 12 12 5 12 141825 0 160226 139451 392734 346828 31436 38554 118816 584396 643649 11000 14000 0 423821 418044 0 0 411946 429243 846767 861287 -262371 -217638 1443954 1234336 122818 72424 1321136 1161912 Serving and strengthening independent insurance agents through education, prepetutation and promotion of goodwill false false 151805 187486 Insurance Convention - the independent insurance agents of Dallas provide seminars and speakders on topics relevant to the insurance industry 31993 17517 Membership Luncheon - to provide education, seminars and speakers on topics relevant to the insurance industry 14092 Scholarships and Outreach programs 197890 false false false true false false false false false true true false false true false false false false false false false false false true false false true false false false false false false false false false false false false true false true false false true X 0 0 false 5 true true true false false false false true true false false false false false false false false true X 12 12 false false false false true true true true true false false true true true true false true true false false X Jeff Breor 2142172900 12001 N Central Expressway Dallas TX 75243 Jeff Breor Executive Director 0.00 0.00 X X 116400 0 0 John Spicer Director IES 40.00 0.00 X 115000 0 0 Sheri Fite Director 0.00 0.00 X 0 0 0 Jacob Eisenrich Director 2.00 0.00 X 0 0 0 Connor Sparks Director 2.00 0.00 X 0 0 0 Nicole Peer Director 2.00 0.00 X 0 0 0 Paul Lawson Directore 2.00 0.00 X 0 0 0 Allison Nixon Director 2.00 0.00 X 0 0 0 Ralph French Director 2.00 0.00 X 0 0 0 Paul Fredette Director 2.00 0.00 X 0 0 0 Kelsey Swingle Robertson President Elect 2.00 0.00 X 0 0 0 Brandon McCrary Director 2.00 0.00 X 0 0 0 Russell Luttrell President Elect 2.00 0.00 X 0 0 0 Gary Lindsey President 42.00 0.00 X X 0 0 0 Von Beaux Secretary Treasurer 2.00 0.00 X X 0 0 0 231400 0 0 2 false false false X 139451 139451 Placement fees 561300 141825 141825 Industry Trade Show 900099 187486 187486 Membership Luncheons 900099 10105 10105 Agency Meetings 900099 4942 4942 Banquet 900099 2470 2470 346828 38554 38554 243178 124362 118816 118816 643649 205003 141825 157370 X 14000 14000 116000 116000 236556 236556 405 405 34457 34457 30626 30626 1613 1613 15750 15750 10399 10399 11084 11084 5287 5287 21404 21404 62107 62107 1483 1483 183798 183798 8860 8860 22757 22757 Scholarships Outreach 92 92 Website 8453 8453 Credit Card Processing 6780 6780 Contract Labor 26675 26675 42701 42701 861287 197890 663397 0 233299 58708 33037 17275 26297 24649 189493 179142 23042 10351 1128279 1123353 1443954 1234336 55946 33923 66872 38501 122818 72424 X 1321136 1161912 1321136 1161912 1443954 1234336 X -217638 108354 -49942 2 X false false false false false false 189493 179142 10351 10351 Baird 1123353 F 1123353 Deferred Revenues 11385 Accrued vacation 12372 Deferred Rent 14744 38501 Golf Tourn 85958 85958 51369 Clay Shoot 111417 111417 48675 2 45803 45803 24318 243178 243178 124362 124362 118816 true University of North Texas 1155 Union Circle Denton TX 762035501 756002149 501 c 3 14092 Cost Scholarlships 1 Members or stockholder classes and rights Part VI line 6 Form 990, Part VI Section A, line 6The organization consist of dues paying members Member election for additional members Part VI line 7a Form 990, Part VI, Section A, Line 7A:The organization consist of dues paying members Governing body decisions Part VI line 7b Form 990, Part VI, Section A, line 7B:Any amendments to the assciations bylaws require the affirmation vote of a majority of the members as provided under article eleven of the assoications bylaws. Form 990 governing body review Part VI line 11 Form 990, Part VI, Section B, Line 11B:The Organization received an electronic copy of the form 990 for their review prior to filing. Conflict of interest policy compliance Part VI line 12c Form 990, Part VI, Section B, Line 12C:Annually, at the beginning of each year, all board memmbers submit a conflict of interest worksheet at the monthly board meeting baord and board members are asked if there has been any change to their interest CEO executive director top management comp Part VI line 15a Form 990, Part VI, Section C, Line 15A:The process for determing compensation includes obtaining compensation studies, published by Guidestar, and using benchmark data to discuss and approve compensation Governing documents etc available to public Part VI line 19 Form 990, Part VI, Section C, Line 19:The Governing Documents, conflict of interest policy, and financial statements are available to the publice upon request. Explanation of other changes in net assets or fund balances Part XI line 9 Form 990 IX Line 9:Reconciling item for prior year net assets. The net adjustment is for financial statement reconciliation of prior year unrealized losses of $74,636.23 less the amount of gain recognized during the current year of $28,523.24 resulting in net adjustment of $46,112.99 (rounded to $46,114) List of other expenses Part IX line 24e Form 990 IX Line 24E:Detail amounts included on Schedule on Overflow statement attached. Part V response or note to any other line in Part V Insurance Employment Services, Inc. 75-2945301 Part VIII response or note to any line in Part VIII Line 1e Government Grants: Organization PPP loan was forgiven during the current period Part XI response or note to any line in Part XI Form 990 XI Line 9:Rounding 2 Independent Employment Services Inc 12001 N Central Expressway Ste 100 Dallas TX 75243 752945301 Employment placing services TX 141825 17711 Independent Insurance Agents of Dallas