2025-11-12T13:28:37-06:00 2024-12-31 251408703 SCHNEIDER DOWNS & CO INC 65 EAST STATE STREET SUITE 2000 COLUMBUS OH 43215 990 2024-01-01 314406219 OHIO INSURANCE AGENTS ASSOCIATION INC OHIO 6145528000 175 SOUTH 3RD STREET 940 COLUMBUS OH 43215 JEFFREY S SMITH CAE CEO 6145528000 2025-11-10 1 1 SARAH R PIOT P01358891 6146214060 2024 2025-03-06 01:10:19Z JEFFREY S SMITH CAE 175 SOUTH 3RD STREET 940 COLUMBUS OH 43215 7647484 0 X WWW.OHIOINSURANCEAGENTS.COM X 1933 OH TO PROMOTE, PROTECT AND PROGRESS OUR MEMBERS THROUGH ADVOCACY, PROFESSIONAL DEVELOPMENT PROGRAMS, DATA, CONSULTING SERVICES, AND BEST PRACTICES AS WELL AS EXCHANGE INFORMATION THROUGH BENCHMARKING AND OTHER MISCELLANEOUS RESOURCES. 7 7 0 7 0 0 0 0 1837299 1757459 604936 1035595 355541 431408 2797776 3224462 0 0 0 0 0 0 0 0 0 2670450 2949826 2670450 2949826 127326 274636 16921305 17773781 1442310 1422543 15478995 16351238 X WE PROMOTE, PROTECT AND PROGRESS THE PROFESSIONAL ADVICE OF OUR MEMBERS TO BEST SERVE THEIR CLIENTS AND THE PUBLIC BY ADVOCATING ON CONSUMER ISSUES, KEEPING THEM UP-TO-DATE ON INDUSTRY TOPICS AND PROVIDING PROFESSIONAL DEVELOPMENT PROGRAMS AS WELL AS EXCHANGE INFORMATION THROUGH NEWSLETTERS AND OTHER VARIOUS BENEFITS. 0 0 WE PROMOTED THE PROFESSIONAL ADVICE OF OUR 921 AGENCY MEMBERS AND PROTECTED THE INDEPENDENT INSURANCE AGENCY CHANNEL FOR THE 86 COMPANY MEMBERS AND PARTNERS. WE WERE ABLE TO RECRUIT 47 NEW MEMBERS AND PROGRESS THE INDEPENDENT AGENCY CHANNEL FOR THEM INTO THE FUTURE. WE WERE ABLE TO PROMOTE, PROTECT, AND PROGRESS THE PROFESSIONAL ADVICE OF 2,031 INDEPENDENT AGENTS AND PARTNERS WITH PROFESSIONAL DEVELOPMENT PROGRAMS. PROTECT ALL INDEPENDENT AGENTS AND THE IA CHANNEL THROUGH ADVOCACY EFFORTS AND EXCHANGE OF INFORMATION AND EDUCATION THROUGH PUBLICATION OF OVER 7,500 INDEPENDENT AGENTS AND IA CHANNEL CHAMPIONS. 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 26 0 1 0 1 1 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X DAWN KUHN 6145528000 175 SOUTH 3RD STREET 940 COLUMBUS OH 43215 KELLEY CULLEY DIRECTOR 1.00 0.00 X 0 0 0 MEGHAN GRIFFITH RAGOZZINO DIRECTOR 1.00 0.00 X 0 0 0 DEREK SPROUSE CIC DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW STEELE DIRECTOR 1.00 0.00 X 0 0 0 ERIC STOLLY DIRECTOR 1.00 0.00 X 0 0 0 ANDREW STEPHEY CIC CRM LUTCF, VICE CHAIR 1.00 0.00 X X 0 0 0 KATHERINE G WATSON CIC CHAIR 1.00 0.00 X X 0 0 0 JEFFREY SMITH CHIEF EXECUTIVE OFFICER & SECRETARY 28.00 12.00 X 0 326134 57814 DAWN KUHN DIRECTOR OF FINANCE & TREASURER 18.00 22.00 X 0 129161 25526 JODIE SHAW DIRECTOR OF BUSINESS DEVELOPMENT 13.00 27.00 X 0 174722 96862 JODY GEIGER CHIEF OPERATING OFFICER 17.00 23.00 X 0 222703 41541 DUSTIN MAHRT COMPANY PARTNER MGR 40.00 0.00 X 0 112528 29784 BRIAN LAWRENCE DIRECTOR OF HR SOLUTIONS 40.00 0.00 X 0 134518 27326 ASHLEY FITZSIMMONS DIRECTOR OF PROFESSIONAL DEVELOPMENT 40.00 0.00 X 0 127666 21352 CRAIG NEISS DIRECTOR OF BUSINESS PLANNING & VALUATION 40.00 0.00 X 0 126660 13548 DONNY HOUCK IT SYSTEMS MANAGER 28.00 12.00 X 0 120950 17796 0 1475042 331549 0 0 1 0 OIA SERVICE CORPORATION 175 SOUTH 3RD STREET SUITE 940 COLUMBUS OH 43215 MANAGEMENT SERVICES 2143342 1 MEMBERSHIP INCOME 611710 1321905 1321905 EDUCATION PROGRAMS 611710 253570 253570 INSURANCE PROGRAM 611710 104552 104552 OTHER EVENTS 611710 77432 77432 1757459 486369 486369 242768 242768 4972248 4423022 549226 549226 549226 WORKERS COMP REFUND 900099 188640 188640 188640 3224462 2000227 0 1224235 9400 765 32000 79675 42368 12000 32776 2143342 2249 EDUCATION EXPENSE 387135 MEMBERSHIP SERVICES 128757 79359 2949826 808500 685479 45503 0 757244 496742 9975 9428 13410599 14692648 1889484 1889484 16921305 17773781 137742 183438 1304568 1239105 1442310 1422543 X 15478995 16351238 15478995 16351238 16921305 17773781 274636 597607 0 X X 0 1 X 1 0 OIA POLITICAL ACTION COMMITTEE 175 SOUTH 3RD STREET STE 940 COLUMBUS OH 43215 237231184 18555 0 0 0 1321905 20998 20998 45578 -24580 PART I-A, LINE 1: OIA ENGAGES IN ADVOCACY WITH THE OHIO LEGISLATURE AND OHIO REGULATORS ON BEHALF OF MEMBERS AND THEIR CLIENTS. IN ADDITION, OIA PROVIDES COMPLIANCE GUIDANCE. 0 INVESTMENT IN OIA SERVICE CORP. 1619484 C INVESTMENT IN OPERATING ENTITIES 270000 C 1889484 X PART X, LINE 2: OIA AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTIONS 501(C)(6) AND 501(C)(3), RESPECTIVELY, EXCEPT FOR CERTAIN INCOME, WHICH IS CLASSIFIED AS UNRELATED BUSINESS INCOME. OHIO SERVICES, A FOR-PROFIT CORPORATION, IS SUBJECT TO FEDERAL INCOME TAXES ON THE RESULTS OF ITS OPERATIONS. PRIOR TO ITS DISSOLUTION, IAMETRIC, A FOR-PROFIT LIMITED LIABILITY COMPANY THAT ELECTED C CORPORATION STATUS, WAS SUBJECT TO FEDERAL INCOME TAXES ON THE RESULTS OF ITS OPERATIONS. THE FASB ACCOUNTING STANDARD FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES PROVIDES GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, INCOME TAX POSITIONS MUST MEET A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AT THE EFFECTIVE DATE TO BE RECOGNIZED UPON ADOPTION OF THE STANDARD. THE ORGANIZATION DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2024 AND 2023. WHEN NECESSARY, THE ORGANIZATION WOULD ACCRUE PENALTIES AND INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF INCOME TAX EXPENSE. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE UNITED STATES JURISDICTION AND THE STATE OF OHIO. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. 0 0 0 JEFFREY SMITH CHIEF EXECUTIVE OFFICER & SECRETARY 0 275185 0 50949 0 0 0 33977 0 23837 0 383948 0 0 JODIE SHAW DIRECTOR OF BUSINESS DEVELOPMENT 0 148279 0 26443 0 0 0 90000 0 6862 0 271584 0 0 JODY GEIGER CHIEF OPERATING OFFICER 0 198203 0 24500 0 0 0 23427 0 18114 0 264244 0 0 BRIAN LAWRENCE DIRECTOR OF HR SOLUTIONS 0 124218 0 10300 0 0 0 14001 0 13325 0 161844 0 0 DAWN KUHN DIRECTOR OF FINANCE & TREASURER 0 108661 0 20500 0 0 0 13399 0 12127 0 154687 0 0 PART I, LINE 3 OHIO INSURANCE AGENTS ASSOCIATION, INC. DOES NOT COMPENSATE ANY OFFICERS OR DIRECTORS. THE COMPENSATION DISCLOSED ON THIS FORM 990 IS PAID BY A RELATED ENTITY, OIA SERVICE CORPORATION. THE METHODS BY WHICH OIA SERVICE CORPORATION ESTABLISHES COMPENSATION OF THE ORGANIZATION'S CEO INCLUDES A COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, FORM 990 OF OTHER ORGANIZATIONS AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 1. ACTIVE MEMBERSHIP: ANY INDIVIDUAL LICENSED AGENT OR CORPORATE LICENSED AGENCY APPOINTED BY AN INSURANCE COMPANY LICENSED TO OPERATE IN THE STATE OF OHIO. 2. ASSOCIATE MEMBERSHIP: ASSOCIATE MEMBERSHIP SHALL BE AVAILABLE TO INDIVIDUALS, FIRMS OR COMPANIES WHO ARE DIRECTLY OR INDIRECTLY ASSOCIATED WITH THE INSURANCE INDUSTRY BUT ARE NOT ELIGIBLE FOR ACTIVE MEMBERSHIP. 3. RETIRED MEMBERSHIP: ANY RETIRED INDIVIDUAL WHO, PRIOR TO LEAVING THE INSURANCE INDUSTRY, WAS AN ACTIVE OR ASSOCIATE MEMBER. 4. HONORARY MEMBERSHIP: HONORARY MEMBERSHIP SHALL BE EXTENDED TO THOSE PERSONS WHO, IN THE OPINION OF THE BOARD OF DIRECTORS, ARE FITTED FOR SUCH MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE AND ASSOCIATE MEMBERS ONLY SHALL BE ENTITLED TO VOTE AT ANY MEETING OF THE ASSOCIATION. THE USE OF PROXY VOTES WILL BE RECOGNIZED AT SPECIAL OR ANNUAL MEETINGS OF THE ASSOCIATION. THE ORGANIZATION'S MEMBERS ELECT THE DIRECTORS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B THE ASSOCIATION'S MEMBERSHIP APPROVES ALL AMENDMENTS TO THE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE FINANCE & BUDGET COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN AND DATE A CONFLICT OF INTEREST DISCLOSURE THAT REQUIRES THEY DISCLOSE THEIR INVOLVEMENT WITH ANY ORGANIZATIONS THAT REPRESENTS A CONFLICT WITH OIA. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE OIA OFFICE DURING NORMAL BUSINESS HOURS. THE POLICIES ARE MONITORED BY THE BOARD AND EXECUTIVE STAFF, OR BY THOSE STAFF WHO ARE DIRECTLY RESPONSIBLE FOR THE POLICIES. THE CONFLICT OF INTEREST POLICY IS AN ANNUAL REQUIREMENT OF THE BOARD. OIA STAFF IS RESPONSIBLE FOR MAINTAINING AND ENFORCING THE EXPENSE REIMBURSEMENT POLICIES, THROUGH AN ANNUAL BUDGETED AMOUNT SET FORTH BY THE BOARD. THE RECORD RETENTION IS HANDLED BY STAFF UNDER CONSULTATION OF LEGAL COUNSEL. FOUNDATION FOR THE ADVANCEMENT OF INSURANCE PROFESSIONALS 175 SOUTH 3RD STREET SUITE 940 COLUMBUS OH 43215 270337273 INTERNSHIPS AND EDUCATION OH 501(C)(3) LINE 7 OHIO INSURANCE AGENTS ASSOCIATION INC 1 OHIO INSURANCE ASSOCIATION POLITICAL ACTION COMMITTEE 175 SOUTH 3RD STREET SUITE 940 COLUMBUS OH 43215 237231184 POLITICAL ACTION COMMITTEE OH 527 OHIO INSURANCE AGENTS ASSOCIATION INC 1 OIA SERVICE CORPORATION 175 SOUTH 3RD STREET SUITE 940 COLUMBUS OH 43215 311452252 SALES OF INSURANCE PRODUCTS OH OHIO INSURANCE AGENTS ASSOCIATION INC C 326418 3434133 1.00000 1 INDIANA PIA SERVICE CORPORATION 50 E 91ST ST STE 207 INDIANAPOLIS IN 46240 351749755 SALES OF INSURANCE PRODUCTS IN N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 OIA SERVICE CORP P 2143342 CASH SCHEDULE R, PART V, LINE 2 OIA SHARES EMPLOYEES AND CERTAIN OTHER COSTS WITH THE OIA SERVICE CORPORATION AND PAYS THE OIA SERVICE CORPORATION A MANAGEMENT FEE OF $2,143,342.