2025-01-29T10:27:23-05:00 2024-08-31 050401635 WEINBERG & CO LLP 300 CENTERVILLE ROAD SUITE 350W WARWICK RI 028860217 990 2023-09-01 056010265 INDEPENDENT INSURANCE AGENTS OF RHODE ISLAND INDE 4017322400 2400 POST ROAD WARWICK RI 02886 MARK A MALE EXEC VP/TREASURER 4017322400 2025-01-18 true false STEVEN A MILLER CPA P00238946 4017376300 2025-01-18 2023 2025-03-06 01:10:19Z MARK A MALE 2400 POST ROAD WARWICK RI 02886 1061747 false X WWW.IIARI.COM X 1948 RI TO ENHANCE THE COMPETITIVE POSITION AND TO SATISFY THE BUSINESS, PROFESSIONAL,AND EDUCATIONAL NEEDS OF THE INDEPENDENT INSURANCE AGENCY MEMBERS. SIGNIFICANT ACTIVITIES INCLUDE EDUCATIONAL PROGRAMS AND SERVICES TO MEMBERS THAT PROMOTE PROFESSIONAL COMPETENCE AND KEEP MEMBER AGENCIES AND THEIR ASSOCIATES ABREAST OF CONTINUAL CHANGES AND TRENDS WITHIN THE INSURANCE INDUSTRY. 11 11 0 10498 7927 220093 194046 451327 425825 37103 64329 0 708523 684200 9208 3501 0 0 0 0 689763 649953 698971 653454 9552 30746 2396366 2683070 145900 138306 2250466 2544764 X TO ENHANCE THE COMPETITIVE POSITION AND TO SATISFY THE BUSINESS, PROFESSIONAL,AND EDUCATIONAL NEEDS OF THE INDEPENDENT INSURANCE AGENCY MEMBERS. SIGNIFICANT ACTIVITIES INCLUDE EDUCATIONAL PROGRAMS AND SERVICES TO MEMBERS THAT PROMOTE PROFESSIONAL COMPETENCE AND KEEP MEMBER AGENCIES AND THEIR ASSOCIATES ABREAST OF CONTINUAL CHANGES AND TRENDS WITHIN THE INSURANCE INDUSTRY. false false THE ORGANIZATION PROVIDED MEMBERSHIP SERVICES TO APPROXIMATELY 125 MEMBER AGENCIES. THE ORGANIZATION GENERALLY HOLDS AN ANNUAL CONVENTION AS WELL AS APPROXIMATELY 5 MEETINGS AND NETWORKING EVENTS WITH APPROXIMATELY 500 ATTENDEES THROUGHOUT THE YEAR. APPROXIMATELY 250 INDIVIDUALS PARTICIPATED IN VARIOUS EVENTS. THE ORGANIZATION CONDUCTED APPROXIMATELY 63 EDUCATIONAL PROGRAMS AND SEMINARS FOR THE PURPOSE OF ATTAINING AND MAINTAINING DESIGNATIONS AND CERTIFICATIONS IN THE INSURANCE INDUSTRY. APPROXIMATE ATTENDANCE WAS 818. SEE RESPONSES GIVEN TO QUESTION 4A 4B AND 4C ON PAGE 2 PART III false false false true false false false false false false false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 0 0 true 0 true true false false false false false false false false false false false false false X 11 11 false false false false true true false true true false false true true true true true true true false false X MARK A MALE 4017322400 2400 POST ROAD WARWICK RI 02886 MARK A MALE EXEC VP/TREA 40.00 X 0 195504 24735 CHRISTOPHER CALUORI DIRECTOR X 0 0 0 JOHN EDGE DIRECTOR X 0 0 0 DANIEL LATHROP DIRECTOR X 0 0 0 KIMBERLY RAYMOND DIRECTOR X 0 0 0 CHRISTOPHER SLOCUM DIRECTOR X 0 0 0 GEORGE TAGER DIRECTOR X 0 0 0 SEAN P DALY PRESIDENT EL X 0 0 0 THOMAS J DISANTO PAST PRESIDE X 0 0 0 MARGARET LONGOLUCCO VICE PRESIDE X 0 0 0 DOUG MAYHEW NATIONAL DIR X 0 0 0 JOSEPH PAIVA PRESIDENT X 0 0 0 195504 24735 false true false 60000 134046 194046 CONVENTION, MEETINGS, OUTINGS 524298 159240 159240 MEMBERSHIP DUES 524298 131790 131790 ED- SEMINARS & MINICOURSES 611600 64910 64910 IIABA REVENUE SHARING 511120 59387 59387 MEMBERSHIP SERVICES 611600 10498 10498 425825 57201 57201 384675 377547 7128 7128 7128 684200 363068 10498 116588 3501 120000 14415 30000 14698 235726 7509 16003 127518 45359 3427 EDUCATION EXPENSE:SEMINAR 23998 DUES AND SUBSCRIPTIONS 3763 MEMBER BENEFITS 2000 FEDERAL INCOME TAX 1652 3885 653454 0 0 0 36660 57315 82154 30833 72470 76416 1000 1250 2154082 2467256 50000 50000 2396366 2683070 46895 44743 82657 91083 16348 2480 145900 138306 X 2250466 2544764 2250466 2544764 2396366 2683070 30746 263552 X false true true false false false false 131790 30000 30000 30000 DUE TO AFFILIATE 2480 2480 X 947752 263552 263552 684200 684200 653454 653454 653454 SCHEDULE D, PAGE 3, PART X MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE ORGANIZATION'S TAX RETURNS WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES , AND INTEREST AS A RESULT OF SUCH CHALLENGE. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION TAX RETURNS FOR THE YEAR ENDED AUGUST 31, 2020, AND ALL PRIOR YEARS ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATION. false false false MARK A MALE EXEC VP/TREASURER 195504 24735 220239 SCHEDULE J, PART III COMPENSATION PAID BY RHODE ISLAND ASSOCIATION OF INSURANCE AGENTS, INC. FOR MANAGEMENT SERVICES PROVIDED TO THE FILING ORGANIZATION. FORM 990 - ORGANIZATION'S MISSION TO ENHANCE THE COMPETITIVE POSITION AND TO SATISFY THE BUSINESS, PROFESSIONAL,AND EDUCATIONAL NEEDS OF THE INDEPENDENT INSURANCE AGENCY MEMBERS. SIGNIFICANT ACTIVITIES INCLUDE EDUCATIONAL PROGRAMS AND SERVICES TO MEMBERS THAT PROMOTE PROFESSIONAL COMPETENCE AND KEEP MEMBER AGENCIES AND THEIR ASSOCIATES ABREAST OF CONTINUAL CHANGES AND TRENDS WITHIN THE INSURANCE INDUSTRY. FORM 990, PAGE 2, PART III, LINE 4D SEE RESPONSES GIVEN TO QUESTION 4A 4B AND 4C ON PAGE 2 PART III FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS MEMBERS. MEMBERS HAVE THE RIGHT TO VOTE IN THE ANNUAL ELECTION OF THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS OF THE ORGANIZATION ARE ENTITLED TO VOTE IN THE ANNUAL ELECTION OF THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PRESENTED AND REVIEWED AT A BOARD OF DIRECTORS MEETING EACH YEAR. FORM 990, PAGE 6, PART VI, LINE 12C EACH MEETING OPENS WITH A REMINDER OF THE NECESSITY TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND TIME IS ALLOTTED TO DISCUSS POTENTIAL CONFLICTS. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION HAS NO EMPLOYEES. THE EXECUTIVE VICE PRESIDENT OF THIS ORGANIZATION IS PAID A SALARY BY A RELATED COMPANY. THE INDEPENDENT BOARDS OF DIRECTORS OF BOTH ENTITIES ANNUALLY APPROVE THE MANAGEMENT FEES TO BE PAID BY THIS ORGANIZATION TO THE RELATED COMPANY THAT PAYS THE SALARY OF THE EXECUTIVE VICE PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. RI ASSOC OF INSURANCE AGENTS INC 2400 POST ROAD WARWICK RI 02886 050254423 INS SALES RI N/A false false false false false false false false false false false false false true true true true false false false RIASSOC OF INSURANCE AGENTS INC P 120000 CALCULATION OF OCCUPANCY RIASSOC OF INSURANCE AGENTS INC M 1200 MEMBERSHIP DUES