2026-02-16T16:13:16-06:00 2025-08-31 393647910 WIPFLI ADVISORY LLC 30 LONG CREEK DRIVE SOUTH PORTLAND ME 041062437 990 2024-09-01 010219810 MAINE INSURANCE AGENTS ASSOCIATION MAIN 2076231875 17 CARRIAGE LANE HALLOWELL ME 04347 LISA VEREGGE PRESIDENT/CEO 2076231875 2026-02-11 1 1 JULIA HOWLAND CPA P01711658 2077745701 2026-02-09 2024 2025-03-06 01:10:19Z LISA VEREGGE 17 CARRIAGE LANE HALLOWELL ME 04347 1187508 0 X WWW.MAINEAGENTS.COM X 1899 ME TO REPRESENT, SUPPORT, AND PROMOTE INDEPENDENT INSURANCE AGENTS. 14 14 6 14 52051 21011 0 0 537153 547105 187419 204445 369096 397966 1093668 1149516 0 0 0 0 489425 574569 0 0 0 472472 502369 961897 1076938 131771 72578 1157243 1234591 53600 45183 1103643 1189408 TO REPRESENT, SUPPORT, AND PROMOTE INDEPENDENT INSURANCE AGENTS. 0 0 EDUCATIONAL MEETINGS, CONVENTIONS AND SEMINARS ARE PROVIDED FOR MEMBERS. DUES ARE PAID TO THE NATIONAL INDEPENDENT INSURANCE AGENTS OF AMERICA WHICH IN TURN SUPPORTS INDEPENDENT AGENTS AT A NATIONAL LEVEL. LEGISLATION AND REGULATIONS AFFECTING INSURANCE AGENTS ARE MONITORED BY THE ASSOCIATION AND APPROPRIATE INPUT ON BEHALF OF AGENTS IS GIVEN. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 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 11 0 1 6 1 1 1 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X LISA VEREGGE PRESIDENTCEO 2076231875 17 CARRIAGE LANE HALLOWELL ME 04347 JONATHAN NAGY DIRECTOR 0.50 X 0 0 0 HAROLD CLARK DIRECTOR 0.50 X 0 0 0 STACEY CHENEVERT DIRECTOR (TERMED 12/2024) 0.50 X 0 0 0 PATRICK CHAMBERLIN DIRECTOR 0.50 X 0 0 0 JIM CHALMERS DIRECTOR 0.50 X 0 0 0 JOHN BILODEAU DIRECTOR 0.50 X 0 0 0 ASHLEY PURINGTON DIRECTOR 0.50 X 0 0 0 THOMAS BEAROR DIRECTOR 0.50 X 0 0 0 WENDY TAPLEY IIABA DIRECTOR 0.50 X X 0 0 0 LAURIE NOEL CHAIRWOMAN-ELECT 0.50 X X 0 0 0 ASHLEY ROSBOROUGH IMMEDIATE PAST CHAIRWOMAN 0.50 X X 0 0 0 DANIELLE MARQUIS PIA DIRECTOR 0.50 X X 0 0 0 STACEY JOHANSEN VICE CHAIRWOMAN 0.50 X X 0 0 0 PETER CLAVETTE CHAIRMAN 0.50 X X 0 0 0 MARK BAILEY DIRECTOR 0.50 X 0 0 0 CHARLES STOKES DIRECTOR (TERMED 4/2025) 0.50 X 0 0 0 LISA VEREGGE PRESIDENT/CEO 40.00 X 161435 0 23420 161435 0 23420 1 0 1 0 0 CONVENTIONS, MEETINGS 561000 302226 302226 EDUCATIONAL SERVICES 561000 161000 161000 MEMBERSHIP DUES 900099 81879 81879 MISC. PROGRAM SERVICE 611710 2000 2000 547105 187535 187535 54902 37992 16910 16910 16910 MANAGEMENT FEES 561000 297368 297368 INSURANCE COMMISSIONS 524298 45246 45246 TRUSTED CHOICE MATCH 561000 45000 45000 10352 3547 6805 397966 1149516 893020 52051 204445 184855 300697 53150 35867 12500 6371 101726 3787 42000 29168 144543 3472 SUBSCRIPTIONS AND DUES 69016 LEGISLATIVE EXPENSES 35250 YOUNG AGENTS MEETINGS 16085 BOARD APPROVED CONTINGE 7398 31053 1076938 150526 165095 5895 1722 51810 75314 20264 8354 27788 27788 0 0 679606 734964 219142 219142 30000 30000 1157243 1234591 18408 25773 15192 9410 20000 10000 53600 45183 X 1103643 1189408 1103643 1189408 1157243 1234591 72578 13187 0 X X 0 1 X 1 0 0 0 1 161000 97889 7530 105419 96600 8819 27788 27788 0 0 219142 C 219142 NOTE PAYABLE 10000 10000 1156332 13187 13187 1143145 6371 6371 1149516 1070567 0 1070567 6371 6371 1076938 0 0 0 LISA VEREGGE PRESIDENT/CEO 161435 0 0 0 0 0 10049 0 13371 0 184855 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS COMPARED TO THE AUDITED FINANCIAL STATEMENTS BEFORE IT IS FILED - IT IS AVAILABLE FOR THE BOARD TO REVIEW IF REQUESTED. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS SIGNED EACH YEAR AND DISCUSSED AT THE BEGINNING OF EACH BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 15 A REVIEW OF THE PRESIDENT/CEO'S PERFORMANCE IS PERFORMED ANNUALLY BY THE BOARD OF DIRECTORS. A REVIEW OF THE APPROPRIATE COMPENSATION LEVEL IS INCLUDED AS PART OF THE REVIEW BASED ON GOALS AND THE UPCOMING YEAR'S BUDGET. A SIMILAR PROCESS IS PERFORMED BY THE PRESIDENT/CEO FOR THE EMPLOYEES OF THE ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, TAX RETURN AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON WRITTEN REQUEST TO THE PRESIDENT/CEO OR MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. MIAA MEMBER SERVICES 17 CARRIAGE LANE HALLOWELL ME 04347 010358691 SALES OF INSURANCE PRODUCTS ME N/A C 422864 1315376 1.00000 1 0 0 0 0 0 1 0 0 0 0 1 0 0 1 1 0 1 0 0 MIAA MEMBER SERVICES F 160000 MIAA MEMBER SERVICES K 42000 MIAA MEMBER SERVICES Q 297368