2026-07-15T18:42:53-05:00 2025-08-31 741550819 MELTON & MELTON LLP 6002 ROGERDALE RD SUITE 200 HOUSTON TX 77072 990 2024-09-01 740705910 INDEPENDENT INSURANCE AGENTS OF HOUSTON INDE 8327694666 7700 SAN FELIPE SUITE 310 HOUSTON TX 77063 DAVID WUTHRICH EXECUTIVE DIRECTOR 8327694666 2026-07-15 1 0 JOHN BJORNGJELD CPA P01080718 2817591120 2024 2025-03-06 01:10:19Z DAVID WUTHRICH 7700 SAN FELIPE SUITE 310 HOUSTON TX 77063 803826 0 X WWW.IIAH.ORG X 1924 TX TO SUPPORT AND MAINTAIN THE PRINCIPLES OF THE AMERICAN INDEPENDENT INSURANCE AGENCY SYSTEM; TO SUPPORT THOSE INSURANCE PRINCIPLES, PROGRAMS, AND REGULATIONS WHICH ARE IN THE BEST PUBLIC INTEREST; TO SUPPORT A PROGRAM OF CONTINUING EDUCATION, TO ENCOURAGE HIGH STANDARDS OF ETHICAL AND PROFESSIONAL CONDUCT BY AGENTS, AND TO PROMOTE A GREATER PUBLIC UNDERSTANDING AND KNOWLEDGE OF THE INSURANCE INDUSTRY. 17 16 0 0 27305 0 0 0 233321 224085 27926 28202 446377 524132 707624 776419 0 0 0 0 372567 361601 0 0 0 300685 360601 673252 722202 34372 54217 1023835 989065 319292 195413 704543 793652 SEE SCHEDULE O 0 0 161107 413270 COMMITTEE EXPENSE HOUSTON INSURANCE DAY MEMBERS LUNCHEONS ENERGY SYMPOSIUM EDUCATION PROGRAMS ADVANCED TECHNICAL SERIES 27305 ADVERTISING AND OTHER MEMBER SERVICES INCOME AND RELATED EXPENSES NOT EXEMPT 161107 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 0 1 1 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 X DAVID WUTHRICH 8327694666 7700 SAN FELIPE SUITE 310 HOUSTON TX 77063 DAVID WUTHRICH SECRETARY 50.00 X X 0 0 0 JASON NYBAKKEN IMMEDIETE PAST PRESIDENT 2.00 X X 0 0 0 JASON KNECHT TREASURER 2.00 X X 0 0 0 ADAM HARRIS PRESIDENT 2.00 X 0 0 0 WES WEATHERRED DIRECTOR 1.00 X 0 0 0 KEVIN COMISKEY DIRECTOR 1.00 X 0 0 0 TOM FITZPATRICK DIRECTOR 1.00 X 0 0 0 RYAN BERVERS DIRECTOR 1.00 X 0 0 0 JESSE SANCHEZ DIRECTOR 2.00 X 0 0 0 SUSAN ZIPPERER DIRECTOR 1.00 X 0 0 0 SARAH BECK DIRECTOR 1.00 X 0 0 0 LAURIE DEMPSEY DIRECTOR 1.00 X 0 0 0 WILLIAM PEACHEY DIRECTOR 1.00 X 0 0 0 ROBERT ONCKEN DIRECTOR 1.00 X 0 0 0 METT LEIGHT DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBERSHIP DUES 900099 224085 224085 224085 28202 28202 16530 16530 59785 27407 32378 32378 COMMITTEE INCOME 900099 413270 413270 MAGAZINE 541800 27305 27305 YOUNG AGENTS 900099 13695 13695 20954 20954 475224 776419 672004 27305 77110 267530 20043 53339 20689 1994 2056 41579 916 161107 623 8791 DUES 25308 MISCELLANEOUS EXPENSE 21956 BANK & MERCHANT FEES 20400 EQUIPMENT REPAIR AND MA 19947 55924 722202 1 47402 45287 2739 2115 1021096 986949 1023835 989065 21094 17665 275725 131165 22473 46583 319292 195413 X 704543 793652 704543 793652 1023835 989065 54217 36422 -1530 0 X 0 0 0 27705 27705 0 19697 17582 2115 2115 OTHER ASSETS 986949 986949 VACATION PAYABLE 20070 DUE TO CHARITABLE FUND 26513 46583 BIG I GOLF 48345 48345 23857 PICKLEBALL 11440 11440 3550 1 59785 59785 27407 27407 32378 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 PRESENTATION A DRAFT OF FORM 990 AND ALL ASSOCIATED SCHEDULES IS MADE AVAILABLE TO THE MEMBERS OF THE GOVERNING BOARD UPON REQUEST TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION THE BOARD OF DIRECTORS OF INDEPENDENT INSURANCE AGENTS OF HOUSTON, INC. HAS CREATED AN EXECUTIVE COMMITTEE CONSISTING OF AT LEAST THREE INDEPENDENT DIRECTORS INCLUDING THE PRESIDENT OF THE BOARD. THE COMMITTEE REVIEWS THE INDEPENDENT INSURANCE AGENTS OF HOUSTON, INC. COMPENSATION PROGRAM TO PROVIDE COMPENSATION PACKAGES THAT ARE SUITABLE FOR THE MARKETPLACE. ALL SUCH COMPENSATION PACKAGES REQUIRE YEARLY APPROVAL BY THE EXECUTIVE COMMITTEE AT THE ANNUAL BUSINESS MEETING. FORM 990, PART VI, SECTION C, LINE 19 OPEN RECORDS THE FOLLOWING DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST: ALL DOCUMENTS AS REQUIRED BY FEDERAL, STATE, AND LOCAL LAWS INCLUDING, BUT NOT LIMITED TO, IRS FORM 990 AND, IF APPLICABLE, IRS FORM 990-T, THE ANNUAL REPORT, AND FINANCIAL STATEMENTS. INDEPENDENT INSURANCE AGENTS OF HOUSTON CHAR TRUST PO BOX 801679 HOUSTON TX 77280 760509671 CHARITABLE SERVICES TX 501(C)(3) 9 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 INDEPENDENT INSURANCE AGENTS OF HOUSTON CHAR TRUST C FMV