Nonprofit · EIN 75-0224100
INDEPENDENT INSURANCE AGENTS OF DALLAS
Tax-exempt · DALLAS, TX 75243
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $859,146 | $829,651 | $29,495 | $1,276,895 | $35,888 | $1,241,007 |
| August 31, 2024 | 990 | $643,649 | $861,287 | -$217,638 | $1,234,336 | $72,424 | $1,161,912 |
| August 31, 2023 | 990 | $1,037,191 | $846,767 | $190,424 | $1,443,954 | $122,818 | $1,321,136 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $160,284
- Membership dues
- $157,159
- Program service revenue
- $495,508
- Investment income
- $63,171
- Net gain from sales of assets
- $12,428
- Net income from fundraising events
- $140,183
- Other revenue
- $140,183
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $235,000
- Other salaries and wages
- $110,076
- Salaries, compensation and benefits (total)
- $387,439
- Professional fundraising fees
- $0
- Legal fees
- $7,957
- Occupancy
- $71,727
- Travel
- $2,527
- Depreciation
- $6,945
- Program services (functional)
- $225,325
- Management and general (functional)
- $604,326
Balance sheet and other
- Total assets, start of year
- $1,234,336
- Total assets, end of year
- $1,276,895
- Total liabilities, end of year
- $35,888
- Net assets, end of year
- $1,241,007
- Land, buildings and equipment
- $3,406
- Publicly traded securities
- $1,204,979
- Net assets without donor restrictions
- $1,241,007
- Gross unrelated business income
- $237,885
- Gross receipts
- $1,026,458
- Employees
- 4
- Volunteers
- 20
- Year formed
- 1932
- 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 |
|---|---|---|---|
| Conor Sparks | Secretary Treasurer Trustee or director, Officer | 2 | $116,400 |
| John Spicer | Director IES Key employee | 40 | $115,000 |
| Bodie Sprangler | Director Trustee or director | 2 | $0 |
| Russell Luttrel | President Trustee or director, Officer | 2 | $0 |
| Ralph French | Director Trustee or director | 2 | $0 |
| Gary Lindsey | Immediate Past President Trustee or director | 2 | $0 |
| Brandon McCrary | Director Trustee or director | 2 | $0 |
| Allison Nixon | Director Trustee or director | 2 | $0 |
| Jeff Breor | Executive Director Trustee or director, Officer | 40 | $0 |
| Kristin Lonergan | Director Trustee or director | 2 | $0 |
| Paul Lawson | Director Trustee or director | 2 | $0 |
| Nicole Peer | Director Trustee or director | 2 | $0 |
| Sheri Fite | Director Trustee or director | 2 | $0 |
| Martin Gill | Director Trustee or director | 2 | $0 |
990 for the year ended August 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeff Breor | Executive Director Trustee or director, Officer | 0 | $116,400 |
| John Spicer | Director IES Key employee | 40 | $115,000 |
| Sheri Fite | Director Trustee or director | 0 | $0 |
| Jacob Eisenrich | Director Trustee or director | 2 | $0 |
| Connor Sparks | Director Trustee or director | 2 | $0 |
| Nicole Peer | Director Trustee or director | 2 | $0 |
| Paul Lawson | Directore Trustee or director | 2 | $0 |
| Allison Nixon | Director Trustee or director | 2 | $0 |
| Ralph French | Director Trustee or director | 2 | $0 |
| Paul Fredette | Director Trustee or director | 2 | $0 |
| Kelsey Swingle Robertson | President Elect Trustee or director | 2 | $0 |
| Brandon McCrary | Director Trustee or director | 2 | $0 |
| Russell Luttrell | President Elect Trustee or director | 2 | $0 |
| Gary Lindsey | President Trustee or director, Officer | 42 | $0 |
| Von Beaux | Secretary Treasurer Trustee or director, Officer | 2 | $0 |
990 for the year ended August 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Spicer | Director IES Key employee | 40 | $143,751 |
| Jeff Breor | Executive Director Trustee or director, Officer | 0 | $71,077 |
| Brandon McCrary | Director Trustee or director | 2 | $0 |
| Russell Luttrell | Director Trustee or director | 2 | $0 |
| Allison Nixon | Director Trustee or director | 2 | $0 |
| Sherri Fite | Director Trustee or director | 2 | $0 |
| Nicole Ward | Director Trustee or director | 2 | $0 |
| Ralph French | Director Trustee or director | 2 | $0 |
| Philip Lawson | Director Trustee or director | 2 | $0 |
| Kelsey Swingle Robertson | President Trustee or director | 2 | $0 |
| Paul Fredette | Director Trustee or director | 2 | $0 |
| Jacob Eisenricvh | Director Trustee or director | 2 | $0 |
| Adams Sammons | Immediate Past President Trustee or director, Officer | 2 | $0 |
| Gary Lindsey | President Elect Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 12001 N CENTRAL EXPY STE 100, DALLAS, TX 75243-3839
- In care of
- % JEFF BREOR
- Signed the 990
- JEFF BREOR, Executive Director
- Phone
- (214) 217-2900
- Return prepared by
- Tacker & Raforth PC
Mission
Serving and strengthening independent insurance agents through education, prepetutation and promotion of goodwill
Program accomplishments
- Jim Millerman Insurance Convention - the independent insurance agents of Dallas provide seminars and speakders on topics relevant to the insurance industryExpenses $123,645 · revenue $223,722
- Education programs awarding scholarshipsExpenses $60,279 · grants $60,000 · revenue $92
- Membership Luncheon - to provide education, seminars and speakers on topics relevant to the insurance industryExpenses $23,313 · revenue $22,400
- Emerging Leaders - to provide under 40 members the opportunity to meet other individuals in the insurance industry and develop leadership skillsExpenses $18,088 · revenue $12,409
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
- 75-0224100
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1932
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,276,895
- Income (IRS master file)
- $1,026,458
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $859,146 | $829,651 | $1,276,895 | XML |
| 990 | August 2024 | $643,649 | $861,287 | $1,234,336 | XML |
| 990 | August 2023 | $1,037,191 | $846,767 | $1,443,954 | XML |
| 990 | August 2022 | $852,739 | $712,377 | $1,260,237 | 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 75-0224100).
Questions about INDEPENDENT INSURANCE AGENTS OF DALLAS
- What is the EIN of INDEPENDENT INSURANCE AGENTS OF DALLAS?
- The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS OF DALLAS is 75-0224100.
- Is INDEPENDENT INSURANCE AGENTS OF DALLAS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1932.
- Are donations to INDEPENDENT INSURANCE AGENTS OF DALLAS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDEPENDENT INSURANCE AGENTS OF DALLAS 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 DALLAS 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 DALLAS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who are the officers and directors of INDEPENDENT INSURANCE AGENTS OF DALLAS?
- The 990 for the year ended August 31, 2025 lists 14 people; 2 received compensation from the organization, the highest $116,400 (Conor Sparks, Secretary Treasurer).
- How much revenue does INDEPENDENT INSURANCE AGENTS OF DALLAS have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $859,146, expenses of $829,651 and total assets of $1,276,895 at year end.
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