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Nonprofit · EIN 45-6013408

NORTH DAKOTA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS

Tax-exempt · FARGO, ND 58106

Financials

$192K$187K2023$209K$193K2024$201K$217K2025
Revenue Expenses · by fiscal year end
Financials of NORTH DAKOTA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$200,728$216,827-$16,099$167,475$11,413$156,062
December 31, 2024990$208,675$192,766$15,909$172,700$539$172,161
December 31, 2023990$191,830$186,974$4,856$156,736$484$156,252
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$115,066
Investment income
$13,095
Net gain from sales of assets
$9,374
Other revenue
$72,567

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$90,000
Salaries, compensation and benefits (total)
$98,625
Professional fundraising fees
$0
Occupancy
$1,699
Travel
$32,184
Program services (functional)
$176,425
Management and general (functional)
$40,402

Balance sheet and other

Total assets, start of year
$172,700
Total assets, end of year
$167,475
Total liabilities, end of year
$11,413
Net assets, end of year
$156,062
Publicly traded securities
$134,018
Net assets without donor restrictions
$156,062
Gross receipts
$217,523
Employees
1

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LACY SCHATZPAST PRESIDE
Trustee or director, Officer
3$0
JOSH BROWNPRESIDENT
Trustee or director, Officer
8$0
KARL LEMBKEEVICE PRESIDE
Trustee or director, Officer
5$0
AMBER HAUGLANDSECRETARY/TR
Trustee or director
5$0
JUSTIN THOMASBOARD MEMBER
Trustee or director
2$0
ZACH MCCOYBOARD MEMBER
Trustee or director
2$0
NATE TANGUAYBOARD MEMBER
Trustee or director
2$0
BRENNAN QUINTUSBOARD MEMBER
Trustee or director
2$0
BRENT SOLBERGBOARD MEMBER
Trustee or director
2$0
990 for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
LACY SCHATZCHAIRWOMAN
Trustee or director, Officer
–$0
JOSH BROWNVICE PRESIDE
Trustee or director, Officer
–$0
JUSTIN THOMASBOARD MEMBER
Trustee or director
–$0
ZACH MCCOYBOARD MEMBER
Trustee or director
–$0
PAIGE SHOCKMANBOARD MEMBER
Trustee or director
–$0
AMBER HAUGLANDBOARD MEMBER
Trustee or director
–$0
KARL LEMBKEESECRETARY/TR
Trustee or director, Officer
–$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
LACY SCHATZCHAIRWOMAN
Trustee or director, Officer
–$0
JOSH BROWNVICE PRESIDE
Trustee or director, Officer
–$0
JUSTIN THOMASBOARD MEMBER
Trustee or director
–$0
ZACH MCCOYBOARD MEMBER
Trustee or director
–$0
PAIGE SHOCKMANBOARD MEMBER
Trustee or director
–$0
AMBER HAUGLANDBOARD MEMBER
Trustee or director
–$0
KARL LEMBKEESECRETARY/TR
Trustee or director, Officer
–$0

Address and contacts

Address (IRS master file)
PO BOX 10993, FARGO, ND 58106-0993
In care of
% EVAN MANDIGO
Principal officer (990 for 2025)
JEFF KLEVEN, 107 3RD ST, GREAT BEND, ND 58075
Signed the 990
JEFF KLEVEN, EXECUTIVE DIRECTOR
Phone
(701) 640-0593
Return prepared by
FRYE CONSULTING PLLC

Mission

THE INDEPENDENT INSURANCE AGENTS & BROKERS OF NORTH DAKOTA, ALSO KNOWN AS THE BIG I," IS A STATE TRADE ASSOCIATION THAT STRIVES TO PROVIDE INDEPENDENT INSURANCE AGENTS AND BROKERS WITH A SUSTAINABLE COMPETITIVE ADVANTAGE IN THE INSURANCE MARKETPLACE BY EQUIPPING MEMBERS WITH TOOLS AND RESOURCES, AND ADVOCACY AND SUPPORT, TO MAINTAIN EXCELLENCE IN BUSINESS AND CUSTOMER SERVICE.

990 for the year ended December 31, 2025

Program accomplishments

  • THE BIG I" PROVIDES RESOURCES, ADVOCACY, AND SUPPORT TO HELP MEMBERS BUILD AND GROW THEIR BUSINESS. MEMBER AGENCIES HAVE ACCESS TO EXCLUSIVE PRODUCTS, SERVICES AND EDUCATION CREATED FOR INDEPENDENT AGENTS, BY INDEPENDENT AGENTS AND OUR PARTNERS.

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
45-6013408
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1943
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$167,475
Income (IRS master file)
$217,523

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$200,728$216,827$167,475IRS
990December 2024$208,675$192,766$172,700IRS
990December 2023$191,830$186,974$156,736XML
990-EZDecember 2022–––IRS
990December 2021–––IRS
990December 2020–––IRS
990-EZDecember 2018–––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 45-6013408).

Questions about NORTH DAKOTA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS

What is the EIN of NORTH DAKOTA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS?
The employer identification number (EIN) of NORTH DAKOTA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS is 45-6013408.
Is NORTH DAKOTA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1943.
Are donations to NORTH DAKOTA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NORTH DAKOTA ASSOCIATION OF INDEPENDENT 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 NORTH DAKOTA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NORTH DAKOTA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of NORTH DAKOTA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS?
The 990 for the year ended December 31, 2025 names JEFF KLEVEN.
Who are the officers and directors of NORTH DAKOTA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS?
The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does NORTH DAKOTA ASSOCIATION OF INDEPENDENT INSURANCE AGENTS have?
On its 990 for the year ended December 31, 2025 it reported revenue of $200,728, expenses of $216,827 and total assets of $167,475 at year end.

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