Nonprofit · EIN 59-1966136
PINELLAS ASSOCIATION OF INSURANCE AGENTS INC
Tax-exempt · ST PETERSBURG, FL 33716
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-EZ | $1,740 | $25,492 | -$23,752 | $15,903 | $0 | $15,903 |
| August 31, 2024 | 990-EZ | $36,740 | $15,745 | $20,995 | $39,655 | $0 | $39,655 |
| August 31, 2023 | 990-EZ | $12,561 | $42,165 | -$29,604 | $18,660 | – | $18,660 |
Financial details: 990-EZ for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $2,467
- Net income from fundraising events
- -$727
Expenses
- Grants and similar amounts paid
- $7,347
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $1,406
- Other expenses
- $16,739
Balance sheet and other
- Total assets, start of year
- $39,655
- Total assets, end of year
- $15,903
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,903
- Cash, savings and investments
- $15,903
- Gross receipts
- $45,619
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-EZ for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Francisco Montijo | President | 1 | $0 |
| Craig Balco | Past President | 1 | $0 |
| Brian Ford | Past President | 1 | $0 |
| LeeAnn Dugan | Board Member | 1 | $0 |
| Brittni Lynch | Board Member | 1 | $0 |
| Katie O'Neil | Board Member | 1 | $0 |
| Summer Ray Williams | Board Member | 1 | $0 |
| Lindsey Shank | Executive Director | 2 | $0 |
990-EZ for the year ended August 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Francisco Montijo | President | 1 | $0 |
| Craig Balco | Past President | 1 | $0 |
| Brian Ford | Past President | 1 | $0 |
| LeeAnn Dugan | Board Member | 1 | $0 |
| Brittni Lynch | Board Member | 1 | $0 |
| Katie O'Neil | Board Member | 1 | $0 |
| Summer Ray Williams | Board Member | 1 | $0 |
| Lindsey Shank | Executive Director | 2 | $0 |
990-EZ for the year ended August 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAIG BALCO | PRESIDENT | 1 | $0 |
| BRIAN FORD | PAST PRESIDE | 1 | $0 |
| PATRICK MAKOHIN | BOARD MEMBER | 1 | $0 |
| FRANK MONTIJO | BOARD MEMBER | 1 | $0 |
| KATIE O'NEIL | BOARD MEMBER | 1 | $0 |
| LINDSEY SHANK | EXECUTIVE DI | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 970 LAKE CARILLON DR STE 200, ST PETERSBURG, FL 33716-1130
- Mailing address (990-N for 2008)
- 4970 1ST ST N, ST PETERSBURG FL 33703
- Principal officer (990-N for 2008)
- TROY YOUNG, 4970 1ST ST N, ST PETERSBURG FL 33703
- Signed the 990-EZ
- Lindsey Shank, Executive Director
- Phone
- (727) 310-2953
- Website
- www.paiafl.com
- Return prepared by
- Sorren Inc
Mission
The Pinellas Association of Insurance Agents is committed to promoting the Independent Agency System. Through its affiliation with the Florida Association of Insurance Agents and the Independent Insurance Agents & Brokers of America, it provides educational resources to promote professionalism among its members and aid the members in better serving the needs of the client.
Program accomplishments
- Promoting the independent agency system, providing educational resources and promoting professionalism among its members in order to aid the members in better serving the needs of the client.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-EZ on file |
IRS record
- EIN
- 59-1966136
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1974
- Accounting year ends
- August
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $15,903
- Income (IRS master file)
- $45,619
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | August 2025 | $1,740 | $25,492 | $15,903 | XML |
| 990-EZ | August 2024 | $36,740 | $15,745 | $39,655 | XML |
| 990-EZ | August 2023 | $12,561 | $42,165 | $18,660 | XML |
| 990-EZ | August 2022 | – | – | – | IRS |
| 990-EZ | August 2021 | – | – | – | IRS |
| 990-EZ | August 2020 | – | – | – | IRS |
| 990-EZ | August 2019 | – | – | – | IRS |
| 990-EZ | August 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: TROY YOUNG | August 31, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 59-1966136).
Questions about PINELLAS ASSOCIATION OF INSURANCE AGENTS INC
- What is the EIN of PINELLAS ASSOCIATION OF INSURANCE AGENTS INC?
- The employer identification number (EIN) of PINELLAS ASSOCIATION OF INSURANCE AGENTS INC is 59-1966136.
- Is PINELLAS ASSOCIATION OF INSURANCE AGENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1974.
- Are donations to PINELLAS ASSOCIATION OF INSURANCE AGENTS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PINELLAS ASSOCIATION OF INSURANCE AGENTS INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PINELLAS ASSOCIATION OF INSURANCE AGENTS INC 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 PINELLAS ASSOCIATION OF INSURANCE AGENTS INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended August 2025.
- Who is the principal officer of PINELLAS ASSOCIATION OF INSURANCE AGENTS INC?
- The 990-N for 2008 names TROY YOUNG.
- Who are the officers and directors of PINELLAS ASSOCIATION OF INSURANCE AGENTS INC?
- The 990-EZ for the year ended August 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does PINELLAS ASSOCIATION OF INSURANCE AGENTS INC have?
- On its 990-EZ for the year ended August 31, 2025 it reported revenue of $1,740, expenses of $25,492 and total assets of $15,903 at year end.
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