Nonprofit · EIN 81-0212279
INDEPENDENT INSURANCE AGENTS ASSOCIATION OF MONTANA INC
Tax-exempt · DENVER, CO 80238
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $557,623 | $313,917 | $243,706 | $1,767,017 | $59,110 | $1,707,907 |
| December 31, 2024 | 990 | $384,538 | $272,666 | $111,872 | $1,479,946 | $59,914 | $1,420,032 |
| December 31, 2023 | 990 | $301,162 | $266,008 | $35,154 | $1,356,193 | $79,207 | $1,276,986 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $98,638
- Membership dues
- $98,638
- Program service revenue
- $87,955
- Investment income
- $216,828
- Net rental income
- $8,902
- Net gain from sales of assets
- $173,386
- Other revenue
- $154,202
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $72,258
- Salaries, compensation and benefits (total)
- $92,523
- Professional fundraising fees
- $0
- Accounting fees
- $2,703
- Occupancy
- $300
- Travel
- $15,663
- Depreciation
- $4,289
Balance sheet and other
- Total assets, start of year
- $1,479,946
- Total assets, end of year
- $1,767,017
- Total liabilities, end of year
- $59,110
- Net assets, end of year
- $1,707,907
- Net assets without donor restrictions
- $1,707,907
- Gross unrelated business income
- $8,902
- Gross receipts
- $1,190,056
- Employees
- 2
- Volunteers
- 8
- Year formed
- 1958
- State of legal domicile
- MT
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATH RICHMAN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JEANETTE ALBRECHT | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KENDALL MASSIE | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 |
| TOM CHAMBERLIN | NATIONAL DIRECTOR Trustee or director | 1 | $0 |
| ERICA MERCILL | DIRECTOR Trustee or director | 1 | $0 |
| AMANDA OLSON | DIRECTOR Trustee or director | 1 | $0 |
| CAMI SKINNER | DIRECTOR Trustee or director | 1 | $0 |
| KENZIE GREER | DIRECTOR Trustee or director | 1 | $0 |
| BRYAN BERNIER | EXECUTIVE DIRECTOR Officer | 1 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENDALL MASSIE | PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| HEATH RICHMAN | VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| CHRISTINE CAMPBELL | SECRETARY/TREASURER Trustee or director, Officer | 0.1 | $0 |
| AARON BEARD | IMMEDIATE PAST PRESIDENT Trustee or director | 0.1 | $0 |
| TOM CHAMBERLIN | NATIONAL DIRECTOR Trustee or director | 0.1 | $0 |
| ERICA MERCILL | DIRECTOR Trustee or director | 0.1 | $0 |
| MELISSA THOMPSON | DIRECTOR Trustee or director | 0.1 | $0 |
| JEANETTE ALBRECHT | DIRECTOR Trustee or director | 0.1 | $0 |
| JODI TIERNEY | DIRECTOR Trustee or director | 0.1 | $0 |
| BRYAN BERNIER | EXECUTIVE DIRECTOR Officer | 0.1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KERRI EMMONS | CEO Officer | 0 | $14,766 | $596 |
| AARON BEARD | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KENDALL MASSIE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINE CAMPBELL | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| TOM CHAMBERLIN | NATIONAL DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERICA MERCILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEATH RICHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELISSA THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEANNETTE ALBRECHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRYAN BERNIER | EXECUTIVE DIRECTOR Officer | 30 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8354 E NORTHFIELD BLVD UNIT 2710, DENVER, CO 80238-3185
- In care of
- % BRYAN BERNIER
- Principal officer (990 for 2025)
- BRYAN BERNIER, 8354 E NORTHFIELD BLVD 2710, DENVER, CO 802383185
- Signed the 990
- BRYAN BERNIER, EXECUTIVE DIRECTOR
- Phone
- (406) 442-9555
- Website
- WWW.IIAA.ORG
- Return prepared by
- PINION LLC
Mission
PROVIDE PRODUCTS AND SERVICES TO MEMBERS, PROVIDE LEGISLATIVE AND REGULATORY ADVOCACY, COMMUNICATE WITH MEMBERS IN REGARDS TO THE INSURANCE INDUSTRY AND DEVELOPMENTS.
Program accomplishments
- HOST CONFERENCE AND TRADE SHOW FOR INDEPENDENT INSURANCE AGENTS.
- PROVIDE EDUCATIONAL CLASSES TO PROFESSIONALS OF THE INSURANCE INDUSTRY.
- PROVIDE PRODUCTS AND SERVICES TO MEMBERS AND COMMUNICATION WITH MEMBERS AND ADVOCACY.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0212279
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1944
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,767,017
- Income (IRS master file)
- $1,190,056
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $557,623 | $313,917 | $1,767,017 | IRS |
| 990 | December 2024 | $384,538 | $272,666 | $1,479,946 | IRS |
| 990 | December 2023 | $301,162 | $266,008 | $1,356,193 | XML |
| 990 | December 2022 | $315,869 | $322,223 | $1,298,262 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 81-0212279).
Questions about INDEPENDENT INSURANCE AGENTS ASSOCIATION OF MONTANA INC
- What is the EIN of INDEPENDENT INSURANCE AGENTS ASSOCIATION OF MONTANA INC?
- The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS ASSOCIATION OF MONTANA INC is 81-0212279.
- Is INDEPENDENT INSURANCE AGENTS ASSOCIATION OF MONTANA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1944.
- Are donations to INDEPENDENT INSURANCE AGENTS ASSOCIATION OF MONTANA INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDEPENDENT INSURANCE AGENTS ASSOCIATION OF MONTANA INC 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 ASSOCIATION OF MONTANA INC 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 INDEPENDENT INSURANCE AGENTS ASSOCIATION OF MONTANA INC 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 INDEPENDENT INSURANCE AGENTS ASSOCIATION OF MONTANA INC?
- The 990 for the year ended December 31, 2025 names BRYAN BERNIER.
- Who are the officers and directors of INDEPENDENT INSURANCE AGENTS ASSOCIATION OF MONTANA INC?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does INDEPENDENT INSURANCE AGENTS ASSOCIATION OF MONTANA INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $557,623, expenses of $313,917 and total assets of $1,767,017 at year end.
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