2026-07-06T09:50:54-05:00 2025-08-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2024-09-01 383008528 MICHIGAN ASSOCIATION OF INSURANCE AGENTS MICH 5173239473 1141 CENTENNIAL WAY LANSING MI 48917 JARED BURKHART CEO 5173239473 2026-06-24 1 1 AMBER RATHBUN CPA P01786612 5173237500 2026-06-23 2024 2025-03-06 01:10:19Z BIG I MICHIGAN JARED BURKHART 1141 CENTENNIAL WAY LANSING MI 48917 2555039 0 X WWW.MICHAGENT.ORG X 1992 MI TO ADVANCE AND SUPPORT THE INDEPENDENT INSURANCE AGENCY SYSTEM THROUGH ADVOCACY, PROFESSIONALISM, AND SERVICE. 17 17 13 80 58209 0 53289 20620 1906003 1845391 64560 147805 137844 169948 2161696 2183764 14285 5814 0 0 975209 994850 0 0 0 1614741 1494483 2604235 2495147 -442539 -311383 5727226 5748492 633064 786402 5094162 4962090 X TO ADVANCE THE CRITICAL ROLE OF INSURANCE AND ESSENTIAL SERVICES PROVIDED BY INDEPENDENT AGENTS BY VIGILANTLY ADVOCATING FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ASSISTING IN ENHANCING MEMBERS' BUSINESS AND PROFESSIONAL SKILLS, PROMOTING ETHICAL CONDUCT, AND ENCOURAGING A HEALTHY INSURANCE ENVIRONMENT. 0 0 PROFESSIONAL DEVELOPMENT: MAIA PROVIDES MANY CONTINUING EDUCATIONAL OPPORTUNITIES THROUGHOUT THE YEAR FOR INSURANCE AGENTS AND STAFF INCLUDING LICENSING SCHOOLS AND DESIGNATION PROGRAMS. INSURANCE PROGRAMS: AGENTS ASSISTANCE CORPORATION PROVIDES MAIA MEMBERS WITH MANY PRODUCTS AND SERVICES FOR THEIR INTERNAL USE AS WELL AS TO OFFER TO THEIR CLIENTS. MEMBERSHIP SERVICES: MAIA PROVIDES A VARIETY OF MEMBER SERVICES IN ADDITION TO COUNCILS, COMMITTEE TASKS FORCES AND LOCAL ASSOCIATION SUPPORT. ANNUAL EVENTSCONVENTION AND NEXTGEN CONFERENCE: INCLUDES PROFESSIONAL DEVELOPMENT, CONTINUING EDUCATION, INDUSTRY UPDATES AND NETWORKING.COMMUNICATIONS: KEEPS MEMBERS INFORMED ON INDUSTRY ISSUES AND NEWS THROUGH THE MIX, MICHIGAN AGENT MAGAZINE, NEWSLETTERS AND SOCIAL MEDIA.GOVERNMENTAL RELATIONS: MAIA SERVES AS A CONDUIT FOR INFORMATION REGARDING LEGISLATIVE, REGULATORY AND INDUSTRY CONCERNS THAT IMPACT INDEPENDENT AGENTS. IT MAINTAINS CONTACT WITH DIFS AND REPRESENTS INDEPENDENT INSURANCE AGENTS AT THE CAPITOL. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 41 0 1 13 1 1 1 0 0 0 0 0 0 0 X 17 17 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MATT WESOLEK 5173239473 1141 CENTENNIAL WAY LANSING MI 48917 JOHN OLSON IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 BARBARA WALKER PRESIDENT 1.00 1.00 X X 0 0 0 ADAM JACKSON VICE PRESIDENT 1.00 1.00 X X 0 0 0 DANIEL M MERCURE TREASURER 1.00 1.00 X X 0 0 0 LISA LEMANSKI SECRETARY 1.00 1.00 X X 0 0 0 TOMMY SALVATI MEMBER AT LARGE 1.00 1.00 X 0 0 0 CLIFF MILLER MEMBER AT LARGE 1.00 1.00 X 0 0 0 RUDY MAYAN MEMBER AT LARGE 1.00 1.00 X 0 0 0 ERINN SWAN MEMBER AT LARGE 1.00 1.00 X 0 0 0 LARRY MICHAEL BOARD MEMBER 1.00 1.00 X 0 0 0 JERRY WHITAKER BOARD MEMBER 1.00 1.00 X 0 0 0 TIMOTHY CRAWFORD BOARD MEMBER 1.00 1.00 X 0 0 0 TOM SOKOL BOARD MEMBER 1.00 1.00 X 0 0 0 TRACY MAGNUSON BOARD MEMBER 1.00 1.00 X 0 0 0 TIM FEKETE BOARD MEMBER 1.00 1.00 X 0 0 0 MIKE BROUWERS BOARD MEMBER 1.00 1.00 X 0 0 0 SCOTT P MCBRIDE IIABA DIRECTOR 1.00 1.00 X X 0 0 0 MATTHEW C WESOLEK COO 39.00 1.00 X 116440 4172 3690 JARED V BURKHART CEO 39.00 1.00 X 178251 6131 5100 JOSEPH S SOMMERDYKE MEMBERSHIP & SALES DIRECTOR 20.00 20.00 X 65042 65042 1070 359733 75345 9860 3 0 1 0 0 20620 20620 MEMBERSHIP DUES 900099 646878 646878 CONVENTION 611430 589310 589310 EDUCATION 611430 528122 528122 PUBLICATIONS 541610 50072 50072 NEXTGEN CONFERENCE 611430 31009 31009 1845391 107703 107703 179015 179015 12000 3863 8137 8137 8137 371598 3087 331501 3082 40097 5 40102 40102 15444 20620 32829 -17385 -17385 OTHER INCOME 900099 181 181 181 2183764 1795500 58209 309435 3259 2555 342639 470831 12573 105282 63525 47176 15000 24140 173936 52101 26182 55150 16247 321955 157368 28339 45276 EDUCATIONAL PROGRAMS 362409 DUES AND SUBSCRIPTIONS 87615 TRUSTED CHOICE EXPENSE 39490 PUBLICATIONS 32251 9848 2495147 67712 136053 11052 10474 112365 161560 1084921 690441 419906 394480 3380335 3193668 1735856 1852257 5727226 5748492 105438 136815 525821 647704 1805 1883 633064 786402 X 5094162 4962090 5094162 4962090 5727226 5748492 X -311383 84667 94644 X 1 X 0 1 0 0 0 1 646878 15000 -7132 7868 38813 -30945 262023 262023 577039 486826 90213 95787 73930 21857 89316 82176 7140 60756 47509 13247 394480 SECURITIES & OTHER INVESTMENTS 3193668 F 3193668 INTERCOMPANY RECEIVABLE 88781 INVESTMENT IN SUBSIDIARY 1763476 1852257 INTERCOMPANY PAYABLE 1883 1883 X PART X, LINE 2: IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY THE VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS. GOLF OUTING 36064 20620 15444 6732 10147 15950 36064 20620 15444 6732 10147 15950 32829 -17385 X 1 1 X X X 0 0 0 JARED V BURKHART CEO 152851 5531 0 0 25400 600 4947 153 0 0 183198 6284 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO IS DETERMINED BY THE INDEPENDENT COMPENSATION COMMITTEE. THE COMMITTEE REVIEWS COMPARABLES SUCH AS THE MSAE AND ASAE COMPENSATION SURVEY RESULTS IN SETTING COMPENSATION. A RECORD OF THE MEETING AND DECISION BY THE COMMITTEE IS RETAINED BY THE ORGANIZATION. THE BOARD APPROVES A BUDGET FOR ALL OTHER COMPENSATION AMOUNTS AND ALLOWS THE CEO TO SET COMPENSATION FOR ALL OTHER EMPLOYEES, INCLUDING KEY PERSONNEL. FORM 990, PART VI, SECTION A, LINE 2 JARED BURKHART, CEO AND LISA LEMANSKI, BOARD SECRETARY HAVE A BUSINESS RELATIONSHIP. MATT WESOLEK, COO AND LISA LEMANSKI, BOARD SECRETARY HAVE A BUSINESS RELATIONSHIP. JARED BURKHART, CEO, MATT WESOLEK, COO, AND JOHN OLSON, IMMEDIATE PAST PRESIDENT HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PROVISIONAL MEMBERS AND ASSOCIATE MEMBERS. ANY PERSON, INSURANCE PARTNERSHIP OR CORPORATION OPERATING AS AN INDEPENDENT AGENCY MAY BECOME A PROVISIONAL MEMBER OF THE ASSOCIATION UPON APPLICATION APPROVED BY THE MEMBER OF THE BOARD OF DIRECTORS FOR THE DISTRICT IN WHICH THE APPLICANT HAS ITS OFFICE. ANY INSURANCE COMPANY, SUPPLIER, OR INDIVIDUAL MAY APPLY FOR ASSOCIATE MEMBERSHIP IN THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS SHALL BE ELECTED BY POPULAR VOTE BY THE MEMBERS OF EACH DISTRICT. FORM 990, PART VI, SECTION A, LINE 7B AT ALL GENERAL MEMBERSHIP MEETINGS OF THE CORPORATION, TEN PERCENT OF THE MEMBERS IN GOOD STANDING SHALL CONSTITUTE A QUORUM. VOTING BY PROXY WILL BE PERMITTED FOR BOTH GENERAL AND SPECIAL GENERAL MEMBERSHIP MEETINGS. EACH MEMBER AGENCY SHALL BE ENTITLED TO ONE VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS RECEIVED BY THE ORGANIZATION'S CEO WHO REVIEWS THE RETURN FOR ACCURACY. UPON THE CEO'S APPROVAL, THE 990 IS MADE AVAILABLE TO THE EXECUTIVE COMMITTEE. AFTER ANY CONCERNS PRESENTED BY THE EXECUTIVE COMMITTEE ARE ADDRESSED, THE CEO SIGNS AND FILES THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THIS IS PART OF THE ORGANIZATION'S PROCEDURE MANUAL. AN ACKNOWLEDGEMENT IS SIGNED WHENEVER THERE IS CHANGE TO THE MANUAL. ALL NEW BOARD MEMBERS SIGN THE ACKNOWLEDGEMENT AND ALL BOARD MEMBERS UPDATE AND SIGN ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS DETERMINED BY THE INDEPENDENT COMPENSATION COMMITTEE. THE COMMITTEE REVIEWS COMPARABLES SUCH AS THE MSAE AND ASAE COMPENSATION SURVEY RESULTS IN SETTING COMPENSATION. A RECORD OF THE MEETING AND DECISION BY THE COMMITTEE IS RETAINED BY THE ORGANIZATION. THE BOARD APPROVES A BUDGET FOR ALL OTHER COMPENSATION AMOUNTS AND ALLOWS THE CEO TO SET COMPENSATION FOR ALL OTHER EMPLOYEES, INCLUDING KEY PERSONNEL. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: INCOME FROM SUBSIDIARY 94,644. MICHIGAN ASSOCIATION OF INSURANCE AGENTS PAC AGENTS PAC1141 CENTENNIAL WAY LANSING MI 48917 383546793 INSURANCE AGENCY MI 527 N/A 0 MICHIGAN FUTURE FOUNDATION 1141 CENTENNIAL WAY LANSING MI 48917 043599062 INSURANCE AGENCY MI 501(C)(3) LINE 7 N/A 0 AGENTS ASSISTANCE CORPORATION OF MICHIGAN 1141 CENTENNIAL WAY LANSING MI 48917 382072054 INSURANCE AGENCY MI MICHIGAN ASSOCIATION OF INSURANCE AGENTS C 329982 1877861 1.00000 1 AGENTS MARKETING ASSISTANCE CORPORATION 1141 CENTENNIAL WAY LANSING MI 48917 383210683 INSURANCE AGENCY MI MICHIGAN ASSOCIATION OF INSURANCE AGENTS C 600 2705 1.00000 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 AGENTS ASSISTANCE CORPORATION OF MICHIGAN A 12000 ACTUAL