Nonprofit · EIN 44-0580960
MISSOURI ASSOCIATION OF INSURANCE AGENTS
Tax-exempt · JEFFERSON CTY, MO 65109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $1,627,050 | $1,437,420 | $189,630 | $7,737,835 | $505,069 | $7,232,766 |
| August 31, 2024 | 990 | $1,548,553 | $1,396,039 | $152,514 | $7,083,578 | $502,957 | $6,580,621 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $271,627
- Program service revenue
- $872,860
- Investment income
- $215,193
- Royalties
- $267,346
- Net rental income
- -$176
- Net gain from sales of assets
- $8,432
- Other revenue
- $267,370
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $11,250
- Accounting fees
- $12,005
- Occupancy
- $52,465
- Travel
- $22,966
- Depreciation
- $42,476
Balance sheet and other
- Total assets, start of year
- $7,083,578
- Total assets, end of year
- $7,737,835
- Total liabilities, end of year
- $505,069
- Net assets, end of year
- $7,232,766
- Land, buildings and equipment
- $1,498,250
- Publicly traded securities
- $3,088,514
- Net assets without donor restrictions
- $7,232,766
- Gross unrelated business income
- -$176
- Gross receipts
- $2,101,036
- Employees
- 0
- Volunteers
- 70
- Year formed
- 1958
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW BARTON | CEO Officer | 40 | $0 | $205,136 | $19,984 |
| SHERYL VAN LEER | COO Officer | 40 | $0 | $108,448 | $16,203 |
| MATTHEW ALEXANDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NICHOLAS BRENZIER | SECRETARY/TR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL CARCAGNO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHELE DEVORE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRADLEY GREER | IIABA DIRECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HEATH GREER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVID HALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROSS INGERSOLL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LADEENA JAMES | PRESIDENT-EL Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID LINHARDT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DENNIS F LUEBBERING | IMM PAST PRE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PARKER MILLS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARA MOFFITT | BOARD MEMBER Trustee or director | 1 | $0 |
| JAMES NEUNER | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| RICHARD OLLIS | BOARD MEMBER Trustee or director | 1 | $0 |
| FREDERICK PRATHER | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDY REAVIS | BOARD MEMBER Trustee or director | 1 | $0 |
| DANIEL RODENFELS | BOARD MEMBER Trustee or director | 1 | $0 |
| RANDAL W SMART | PIA NATIONAL Trustee or director, Officer | 1 | $0 |
| MATTHEW SPEIGHT | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JONATHAN STAHLY | BOARD MEMBER Trustee or director | 1 | $0 |
| HOLLY STARK | BOARD MEMBER Trustee or director | 1 | $0 |
| CLARE ZANGER | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MATTHEW BARTON | CEO Officer | 40 | $200,499 | $19,221 |
| SHERYL VANLEER | COO Officer | 40 | $104,782 | $15,518 |
| PARKER MILLS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROSS INGERSOLL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDAL W SMART | PIA NATIONAL DI Trustee or director, Officer | 1 | $0 | $0 |
| BRADLEY GREER | IIABA DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| ANTHONY W BECKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HEATH GREER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MATTHEW SPEIGHT | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| JEREMIAH ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAUL CARCAGNO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES NEUNER | SEC/TREAS Trustee or director, Officer | 1 | $0 | $0 |
| DAVID HALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DENNIS F LUEBBERING | President Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD OLLIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MATTHEW ALEXANDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DARIN BANNER | IMM PAST PRES Trustee or director, Officer | 1 | $0 | $0 |
| CLARE ZANGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FREDERICK PRATHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HOLLY STARK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TRACEY HAGY-KELLY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANDY REAVIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AMBER TRUSKOWSKI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LADEENA JAMES | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| JONATHAN STAHLY | BOARD MEMBER Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3315 EMERALD LN, JEFFERSON CTY, MO 65109-6878
- Principal officer (990 for 2024)
- MATTHEW BARTON, 3315 EMERALD LANE, JEFFERSON CITY, MO 65109
- Signed the 990
- MATTHEW BARTON, CEO
- Phone
- (573) 893-4301
- Website
- WWW.MOAGENT.ORG
- Return prepared by
- EVERS & COMPANY CPA'S LLC
Mission
THE ASSOCIATION'S GOAL IS TO EDUCATE AND INFORM THE STATE'S PROFESSIONAL INDEPENDENT INSURANCE AGENTS, PROMOTE HIGH STANDARDS OF CONDUCT AMONG ITS MEMBERS, AND REPRESENT THE INTERESTS OF ITS MEMBERS AND THEIR CLIENTS IN LEGISLATIVE, REGULATORY, AND JUDICIAL ARENAS.
Program accomplishments
- EDUCATION - EDUCATION OF INDEPENDENT INSURANCE AGENTS ABOUT CURRENT PRACTICES IN THE INDUSTRY.
- MEMBERSHIP - EDUCATE AND INFORM INDEPENDENT INSURANCE AGENTS, PROMOTE GREATER PUBLIC UNDERSTANDING OF THE INSURANCE BUSINESS, AND REPRESENT THE INTERESTS OF MEMBERS.
- EVENTS - CONVENTIONS AND CONFERENCES TO DISCUSS CURRENT INDUSTRY DEVELOPMENTS AND FURTHER BUSINESS CONDITIONS FOR THE INDUSTRY AS A WHOLE.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 44-0580960
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1964
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,737,835
- Income (IRS master file)
- $2,101,036
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $1,627,050 | $1,437,420 | $7,737,835 | XML |
| 990 | August 2024 | $1,548,553 | $1,396,039 | $7,083,578 | XML |
| 990 | August 2023 | $1,433,109 | $1,377,045 | $6,302,276 | IRS |
| 990 | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 44-0580960).
Questions about MISSOURI ASSOCIATION OF INSURANCE AGENTS
- What is the EIN of MISSOURI ASSOCIATION OF INSURANCE AGENTS?
- The employer identification number (EIN) of MISSOURI ASSOCIATION OF INSURANCE AGENTS is 44-0580960.
- Is MISSOURI ASSOCIATION OF INSURANCE AGENTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1964.
- Are donations to MISSOURI ASSOCIATION OF INSURANCE AGENTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MISSOURI ASSOCIATION OF INSURANCE AGENTS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MISSOURI ASSOCIATION OF INSURANCE AGENTS due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MISSOURI ASSOCIATION OF INSURANCE AGENTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of MISSOURI ASSOCIATION OF INSURANCE AGENTS?
- The 990 for the year ended August 31, 2025 names MATTHEW BARTON.
- Who are the officers and directors of MISSOURI ASSOCIATION OF INSURANCE AGENTS?
- The 990 for the year ended August 31, 2025 lists 26 people; 0 received compensation from the organization.
- How much revenue does MISSOURI ASSOCIATION OF INSURANCE AGENTS have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $1,627,050, expenses of $1,437,420 and total assets of $7,737,835 at year end.
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