2026-07-13T12:31:08-05:00 2025-08-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990 2024-09-01 741286506 INDEPENDENT INSURANCE AGENTS OF TEXAS INDE 5124766281 PO BOX 684487 AUSTIN TX 787684487 JOSH LEWIS DIRECTOR OF FINANCE 5124766281 2026-07-09 1 1 LAURA WILLARD P01310853 5123703200 2026-07-09 2024 2025-03-06 01:10:19Z MARIT PETERS PO BOX 684487 AUSTIN TX 787684487 4974954 0 X WWW.IIAT.ORG X 1898 TX TRADE ASSOCIATION FOR INSURANCEAGENTS 12 12 13 20 0 0 0 0 2803731 2918193 610186 433708 972100 1142606 4386017 4494507 4000 20000 0 0 1844607 1832845 0 0 0 2254592 2299968 4103199 4152813 282818 341694 15848220 16993294 865781 918984 14982439 16074310 TRADE ASSOCIATION FOR INSURANCE AGENTS 0 0 IIAT PROVIDES NUMEROUS MEMBERSHIP BENEFITS. THE BI-WEEKLY "TEXAS AGENT"NEWSLETTER KEEPS MEMBERS INFORMED ABOUT CURRENT EVENTS AND ISSUES IN TEXAS INSURANCE FROM THE AGENT'S PERSPECTIVE. MEMBERS CAN ACCESS NEARLY EVERY IIAT SERVICE ONLINE FROM THEIR COMPUTER BY VISITING WWW.IIAT.ORG WHERE A VAST ARRAY OF HELPFUL INFORMATION IS AVAILABLE. INFORCENTRAL IS IIAT'S PREMIER ONLINE RESEARCH LIBRARY WITH EXPLANATIONS OF COMPLEX POLICY LANGUAGE, TECHNICAL COVERAGE ARTICLES, CLIENT COMMUNICATIONS AND MORE. MEMBERSHIP IN IIAT AUTOMATICALLY QUALIFIES THE AGENT FOR MEMBERSHIP IN IIAT'S NATIONAL AFFILIATE, THE INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA. IIAT HOSTS FOUR MAJOR CONFERENCES AND MEETINGS EACH YEAR. IIAT'S ANNUALCONFERENCE AND TRADE SHOW FEATURES TWO DAYS OF TOP-NOTCH SPEAKERS, CONTINUING EDUCATION WORKSHOPS, EXHIBITS AND ENTERTAINMENT, PLUS THE CHANCE TO MIX WITH NEARLY 1,000 INDUSTRY COLLEAGUES. THE ANNUAL JOE VINCENT MANAGEMENT SEMINAR IS ONE OF THE PREMIER EDUCATIONAL EVENTS OF THE YEAR IN TEXAS AND IS DEVOTED EXCLUSIVELY TO AGENCY OWNERS AND MANAGERS WITH A THREE-DAY PROGRAM WITH MULTIPLE WORKSHOPS AND PRESENTATIONS FOCUSED ON MANAGEMENT ISSUES AND TECHNIQUES. THE SMALL AGENCY CONFERENCE IS GEARED TO THE NEEDS OF AGENCY OWNERS WRITING MOSTLY SMALL ACCOUNTS AND IS A ONE-OF-A-KIND EVENT FOR SMALL AGENCIES WITH CONTINUING EDUCATION WORKSHOPS, NETWORKING, AND MARKET ACCESS. IIAT'S GOVERNMENTAL AFFAIRS STAFF AND GRASSROOTS LEADERSHIP TEAM WORKCLOSELY WITH LAWMAKERS AND POLITICAL LEADERS AS A RESOURCE FOR INSURANCE INFORMATION AS IT RELATES TO AGENTS. IIAT'S CLOSE RELATIONSHIP WITH THE TEXAS DEPARTMENT OF INSURANCE ENSURES IIAT MEMBERS' VOICES ARE HEARD AS REGULATIONS ARE DRAFTED AND RULES PUBLISHED. IIAT PUBLISHES THE "CAPITOL REPORT" WHILE THE TEXAS LEGISLATURE IS IN SESSION AND PROVIDES ONLINE BILL ANALYSES WITH CURRENT INFORMATION ABOUT PROPOSED LEGISLATION AND HOW THEY WILL AFFECT AGENTS. 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 7 0 13 0 0 0 0 0 1 1 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOSH LEWIS 5124932437 1115 SAN JACINTO STE 100 AUSTIN TX 78701 BEN PATTERSON BOARD MEMBER 1.00 X 0 0 0 CHRISTY ROSS BOARD MEMBER 1.00 X 0 0 0 JOSH ANDRAJACK IMMEDIATE PAST CHAIR 1.00 X 0 0 0 JOSH FIELDS BOARD MEMBER 1.00 X 0 0 0 KYLE DEAN BOARD MEMBER 1.00 X 0 0 0 MARK PERKINS BOARD MEMBER 1.00 X 0 0 0 MONA VILLANUEVA BOARD MEMBER 1.00 X 0 0 0 ROBERT NITSCHE BOARD MEMBER 1.00 X 0 0 0 ROSS ORMOND BOARD MEMBER 1.00 X 0 0 0 TOMMY DIES CHARIRMAN 1.00 X 0 0 0 TRAVIS MCDAVID VICE-CHAIR 1.00 X 0 0 0 TYLER SPEARS BOARD MEMBER 1.00 X 0 0 0 JOSH LEWIS TREASURER 39.00 1.00 X 128625 0 19759 MARIT PETERS PRESIDENT 39.00 1.00 X 373652 0 39444 CINDY QUY SECRETARY 39.00 1.00 X 73887 0 7108 ANGELA FORD CONTINUOUS IMPROVEMENT DIRECTOR 39.00 1.00 X 153758 0 22524 REGAN ELLMER GOVERNMENTAL AFFAIRS DIRECTOR 39.00 1.00 X 160178 0 24067 890100 0 112902 4 0 1 0 INDEPENDENT INSURANCE AGENTS AND BROKERS 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 NATIONAL ASSOCIATION DUES 410906 1 MEMBERSHIP DUES 900099 1228274 1228274 CONFERENCES AND MEETINGS 900099 912344 912344 EDUCATION 900099 647885 647885 OTHER MEMBER SERVICES 900099 129690 129690 2918193 524306 524306 1142606 1142606 389849 480447 -90598 -90598 -90598 4494507 2918193 0 1576314 20000 818757 716968 59120 136959 101041 77377 67267 48350 219405 126769 115234 165211 961322 410907 47826 COMMITTEE AND OTHER COS 60300 4152813 497420 836244 263390 193442 97334 79530 13764230 14774925 1225846 1109153 15848220 16993294 170433 148386 695348 770598 865781 918984 X 14982439 16074310 14982439 16074310 15848220 16993294 X 341694 966869 -216692 X X 0 1 X 1 0 0 1 0 0 INVESTMENT IN IIAT SERVICES 859153 F INVESTMENT IN SALT INSURE INC. 250000 F 1109153 5244683 966869 -216693 750176 4494507 0 4494507 4152812 0 4152812 0 4152812 PART XI, LINE 2D - OTHER ADJUSTMENTS: EQUITY IN INCOME FROM SUBSIDIARY -216,693. 0 BIG I RELIEF FUND 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 451813056 501(C)(3) 20000 0 DISASTER RELIEF FUND 1 0 X 1 1 X X X 0 0 0 MARIT PETERS PRESIDENT 323652 0 50000 0 0 0 32365 0 7079 0 413096 0 0 0 REGAN ELLMER GOVERNMENTAL AFFAIRS DIRECTOR 153678 0 6500 0 0 0 15368 0 8699 0 184245 0 0 0 ANGELA FORD CONTINUOUS IMPROVEMENT DIRECTOR 144758 0 9000 0 0 0 14476 0 8048 0 176282 0 0 0 PART I, LINE 1A EACH YEAR IIAT HOSTS ITS ANNUAL CONVENTION CALLED INSURCON WHERE IT PAYS FOR THE TRAVEL EXPENSE INCURRED BY THE SPOUSES OF BOARD MEMBERS THAT ATTEND. EACH YEAR IIAT'S NATIONAL ASSOCIATION (IIABA) HOSTS A NATIONAL LEGISLATIVE CONFERENCE IN WASHINGTON DC AND IIAT PAYS FOR THE TRAVEL EXPENSE INCURRED BY THE SPOUSES OF THE EXECUTIVE COMMITTEE OF THE BOARD THAT ATTEND. FORM 990, PART VI, SECTION A, LINE 6 THE INDEPENDENT INSURANCE AGENTS OF TEXAS HAS MORE THAN 1880 INDEPENDENT PROPERTY AND CASUALTY INSURANCE AGENCY MEMBERS AND 250 ASSOCIATE MEMBERS FROM INSURANCE COMPANIES, MGA'S AND OTHER VENDORS OF AGENCY PRODUCTS. THE TOTAL MEMBER AGENCY EMPLOYEE POPULATION IS MORE THAN 16,000. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S MEMBER AGENTS ELECT THE BOARD OF DIRECTORS EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B THE ASSOCIATION'S MEMBER AGENTS MUST APPROVE ANY CHANGES TO THE ARTICLES OF INCORPORATION OR THE BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS FORM 990 IN DETAIL AND THEN THE BOARD OF DIRECTORS REVIEWS FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER AND DIRECTOR OF THE ASSOCIATION AND ITS AFFILIATED ORGANIZATIONS MUST AGREE TO ABIDE BY THE STATEMENT OF PRINCIPLES ON CONFLICTS OF INTEREST AND ACKNOWLEDGE SUCH BY RETURNING A SIGNED COPY TO THE EXECUTIVE DIRECTOR WITHIN 30 DAYS AFTER THE BEGINNING OF EACH FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SETS AND APPROVES THE COMPENSATION FOR IIAT'S EXECUTIVE DIRECTOR EACH YEAR, INCLUDING BASE PAY, BONUS, ETC. IN JANUARY 2020, THE EXECUTIVE DIRECTOR AND THE CHAIRMAN OF THE BOARD OF DIRECTORS, HEAD OF THE EXECUTIVE COMMITTEE, SIGNED A MEMO OF UNDERSTANDING, WHICH ADDRESSES SEVERAL ASPECTS OF THE EXECUTIVE DIRECTOR'S COMPENSATION. AT LEAST EACH YEAR, IIAT COMPILES ASSOCIATION SALARY DATA TO COMPARE SALARIES OF ITS EMPLOYEES, AND EMPLOYEES OF IIAT SERVICES COMPANY, TO ENSURE COMPETITIVE AND REASONABLE COMPENSATION FOR ALL EMPLOYEES WITH THE GOAL OF EACH EMPLOYEE'S SALARY FALLING WITHIN 15% OF THE AVERAGE FOR THEIR ROLE. BONUSES FOR BOTH COMPANY'S EMPLOYEES, OTHER THAN THE EXECUTIVE DIRECTOR, ARE PAID OUT OF A BONUS POOL THAT IS THE LOWER OF, 6% OF SALARIES EXCLUDING THE EXECUTIVE DIRECTOR, OR THE PRE-TAX OPERATING INCOME OF IIAT AND IIAT SERVICES COMPANY COMBINED, WHERE THE EXECUTIVE DIRECTOR DETERMINES THE BONUS PAID TO EACH EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO ITS MEMBERS UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY INCOME FROM SUBSIDIARY -216,692. FORM 990, PART XI, LINE 2C: THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. POLITICAL ACTION COMMITTEE OF IIAT PO BOX 684487 AUSTIN TX 787684487 742307336 POLITICAL ACTION COMMITTEE TX 527 0 IIAT FOUNDATION PO BOX 684487 AUSTIN TX 787684487 205886251 EDUCATIONAL FOUNDATION TX 501(C)(3) LINE 7 0 IIAT SERVICES COMPANY PO BOX 684487 AUSTIN TX 787684487 751244398 INSURANCE RELATED ACTIVITY TX IIAT C 2284834 1.00000 1 PROJECT RUNOFF INC PO BOX 684487 AUSTIN TX 787684487 472188002 INSURANCE RELATED ACTIVITY TX IIAT SERVICES C 250 1.00000 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 IIAT SERVICES COMPANY K 115234 FMV IIAT SERVICES COMPANY C 150000 CASH IIAT SERVICES COMPANY S 1142606 CASH