Nonprofit · EIN 74-1286506
INDEPENDENT INSURANCE AGENTS OF TEXAS
Tax-exempt · AUSTIN, TX 78701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $4,494,507 | $4,152,813 | $341,694 | $16,993,294 | $918,984 | $16,074,310 |
| August 31, 2024 | 990 | $4,386,017 | $4,103,199 | $282,818 | $15,848,220 | $865,781 | $14,982,439 |
| August 31, 2023 | 990 | $4,096,813 | $4,427,063 | -$330,250 | $14,834,226 | $994,845 | $13,839,381 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,918,193
- Investment income
- $433,708
- Royalties
- $1,142,606
- Net gain from sales of assets
- -$90,598
- Other revenue
- $1,142,606
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $818,757
- Other salaries and wages
- $716,968
- Salaries, compensation and benefits (total)
- $1,832,845
- Professional fundraising fees
- $0
- Accounting fees
- $77,377
- Occupancy
- $115,234
- Travel
- $165,211
Balance sheet and other
- Total assets, start of year
- $15,848,220
- Total assets, end of year
- $16,993,294
- Total liabilities, end of year
- $918,984
- Net assets, end of year
- $16,074,310
- Publicly traded securities
- $14,774,925
- Net assets without donor restrictions
- $16,074,310
- Gross receipts
- $4,974,954
- Employees
- 13
- Volunteers
- 20
- Year formed
- 1898
- State of legal domicile
- TX
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 | Other / benefits |
|---|---|---|---|---|
| MARIT PETERS | PRESIDENT Officer | 39 | $373,652 | $39,444 |
| REGAN ELLMER | GOVERNMENTAL AFFAIRS DIRECTOR Highest-paid employee | 39 | $160,178 | $24,067 |
| ANGELA FORD | CONTINUOUS IMPROVEMENT DIRECTOR Key employee | 39 | $153,758 | $22,524 |
| JOSH LEWIS | TREASURER Officer | 39 | $128,625 | $19,759 |
| CINDY QUY | SECRETARY Officer | 39 | $73,887 | $7,108 |
| BEN PATTERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRISTY ROSS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSH ANDRAJACK | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 |
| JOSH FIELDS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KYLE DEAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK PERKINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MONA VILLANUEVA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT NITSCHE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROSS ORMOND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOMMY DIES | CHARIRMAN Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRAVIS MCDAVID | VICE-CHAIR Trustee or director | 1 | $0 |
| TYLER SPEARS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARIT PETERS | PRESIDENT & EXECUTIVE DIRECTOR Officer | 39 | $358,240 | $40,495 |
| ANGELA FORD | CONTINUOUS IMPROVEMENT DIRECTOR Key employee | 39 | $153,775 | $22,644 |
| REGAN ELLMER | GOVERNMENTAL AFFAIRS DIRECTOR Highest-paid employee | 39 | $140,900 | $22,149 |
| JOSH LEWIS | TREASURER Officer | 39 | $122,312 | $19,906 |
| CYNTHIA QUY | SECRETARY Officer | 39 | $80,801 | $8,145 |
| TYLER SPEARS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK BRIDGES | IMMEDIATE PAST CHAIRMAN - BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOMMY DIES | CHAIRMAN ELECT - BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT NITSCHE | STATE NATIONAL DIRECTOR - BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSH FIELDS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSH ANDRAJACK | CHAIRMAN - BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRISTY ROSS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK PERKINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE HOTCHKISS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BEN PATTERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KYLE DEAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TRAVIS MCDAVID | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARIT PETERS | PRESIDENT & EXECUTIVE DIRECTOR Officer | 40 | $343,562 | $35,162 |
| HARRY LOFTIS | GOVERNMENTAL AFFAIRS DIRECTOR Key employee | 40 | $204,348 | $19,635 |
| TARA MITCHELL | DIRECTOR OF IT Key employee | 40 | $152,500 | $20,306 |
| ANGELA FORD | CONTINUOUS IMPROVEMENT DIRECTOR Highest-paid employee | 40 | $151,500 | $19,456 |
| JOSH LEWIS | TREASURER Officer | 40 | $110,866 | $16,093 |
| CYNTHIA QUY | SECRETARY Officer | 40 | $95,180 | $9,018 |
| KYLE DEAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSH FIELDS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOMMY DIES | VICE CHAIR - BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TYLER SPEARS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE HOTCHKISS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BEN PATTERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BILLY CROCKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSH ANDRAJACK | CHAIRMAN ELECT - BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK PERKINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT NITSCHE | STATE NATIONAL DIRECTOR - BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GAYLON BROWN | IMMEDIATE PAST CHAIRMAN - BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK BRIDGES | CHAIRMAN - BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRISTY ROSS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MATT WOMACK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1115 SAN JACINTO BLVD STE 100, AUSTIN, TX 78701-1994
- Principal officer (990 for 2024)
- MARIT PETERS, PO BOX 684487, AUSTIN, TX 787684487
- Signed the 990
- JOSH LEWIS, DIRECTOR OF FINANCE
- Phone
- (512) 476-6281
- Website
- WWW.IIAT.ORG
- Return prepared by
- MAXWELL LOCKE & RITTER LLP
Mission
TRADE ASSOCIATION FOR INSURANCE AGENTS
Program accomplishments
- 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.
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
- 74-1286506
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1926
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $16,993,294
- Income (IRS master file)
- $4,974,954
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $4,494,507 | $4,152,813 | $16,993,294 | XML |
| 990 | August 2024 | $4,386,017 | $4,103,199 | $15,848,220 | XML |
| 990 | August 2023 | $4,096,813 | $4,427,063 | $14,834,226 | XML |
| 990 | August 2022 | $4,061,566 | $4,253,006 | $14,687,710 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 74-1286506).
Questions about INDEPENDENT INSURANCE AGENTS OF TEXAS
- What is the EIN of INDEPENDENT INSURANCE AGENTS OF TEXAS?
- The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS OF TEXAS is 74-1286506.
- Is INDEPENDENT INSURANCE AGENTS OF TEXAS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1926.
- Are donations to INDEPENDENT INSURANCE AGENTS OF TEXAS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDEPENDENT INSURANCE AGENTS OF TEXAS 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 INDEPENDENT INSURANCE AGENTS OF TEXAS 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 INDEPENDENT INSURANCE AGENTS OF TEXAS 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 INDEPENDENT INSURANCE AGENTS OF TEXAS?
- The 990 for the year ended August 31, 2025 names MARIT PETERS.
- Who are the officers and directors of INDEPENDENT INSURANCE AGENTS OF TEXAS?
- The 990 for the year ended August 31, 2025 lists 17 people; 5 received compensation from the organization, the highest $373,652 (MARIT PETERS, PRESIDENT).
- How much revenue does INDEPENDENT INSURANCE AGENTS OF TEXAS have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $4,494,507, expenses of $4,152,813 and total assets of $16,993,294 at year end.
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