Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| OTHER REVENUE | FORM 990-EZ, PART I, LINE 8 | SPONSORSHIP 3,560 ADVERTISING 2,700 E DAY 300 MISCELLANEOUS INCOME 157 TOTAL 6,717 |
| GRANTS AND SIMILAR AMTS PAID TO INDIVIDUALS | FORM 990-EZ, PART I, LINE 10 | COLLEGE SCHOLARSHIPS 7,000 0 0 |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE EXPENSE 3,366 WEBSITE 702 PRINTING EXPENSE 462 MEETINGS 13,097 INSURANCE EXPENSE 3,722 NEWSLETTER EXPENSE 623 PROJECT INVEST 2,681 COMMUNITY RELATIONS 271 POSTAL EXPENSE 854 TAXES - OTHER 192 UNREALIZED LOSS 986 NON-INVESTMENT DEPRECIATION 414 TOTAL 27,370 |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990-EZ, PART I, LINE 20 | BOOK / TAX DEPRECIATION DIFFERENCE -95 |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | FURNITURE & EQUIPMENT 13,456 13,988 LESS ACCUMULATED DEPRECIATION 13,407 13,472 SIGNS 1,479 1,479 LESS ACCUMULATED DEPRECIATION 1,479 1,479 A/R EMPLOYEE 0 175 TOTAL 49 691 |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | PAYROLL TAX PAYABLE 972 977 |
| PRIMARY EXEMPT PURPOSE | FORM 990-EZ, PART III | THE ORGANIZATION WAS ESTABLISHED IN 1980 AS AN AFFILIATE OF THE FLORIDA ASSOCIATION OF INSURANCE AGENTS. THE ORGANIZATION WAS FORMED FOR EDUCATIONAL PURPOSES AND FOR THE EXCHANGE OF CONSTRUCTIVE IDEAS AMONG ITS MEMBERS. IT ALSO SEEKS TO PROTECT THE PUBLIC FROM UNETHICAL BUSINESS PRACTICES AND TO ASSURE EACH MEMBER MAINTAINS A HIGH STANDARD OF ETHICAL CONDUCT. MEMBERSHIP CONSISTS OF INDEPENDENT AGENCIES WHICH ARE ENGAGED IN THE BUSINESS OF PROPERTY AND CASUALTY INSURANCE. THE CHARACTERISTICS OF AN INDEPENDENT AGENCY ARE: OWNERSHIP OF A BOOK OF BUSINESS, OPERATION ON A COMMISSION BASIS, MAINTAINING A GOOD BUSINESS REPUTATION, AND EXPERIENCE AND TRAINING TO REPRESENT THE TYPES OF INSURANCE OFFERED. ASSOCIATE MEMBERSHIPS ARE AVAILABLE FOR COMPANIES THAT THE MEMBERS REPRESENT AND FOR ANY BUSINESS THAT PROVIDES SERVICES TO THE INSURANCE INDUSTRY. FOR ITS MEMBERS, THE ORGANIZATION OFFERS: - MONTHLY LUNCHEON PROGRAMS TO EDUCATE THE MEMBERS ABOUT CURRENT INSURANCE OR COMMUNITY ISSUES AND PROVIDE AN OPPORTUNITY FOR EXCHANGE AMONG THE MEMBERSHIP. - LEGISLATIVE REPRESENTATION AND INFORMATION TO ENSURE THAT THE INDEPENDENT AGENT'S LEGISLATIVE POSITION IS HEARD AND TO INFORM MEMBERS OF IMPORTANT LEGISLATIVE ISSUES. - INSURANCE EDUCATION SEMINARS TO ENSURE THAT THE MEMBERS MAINTAIN A HIGH LEVEL OF EXPERTISE IN THE INSURANCE FIELD. FOR THE COMMUNITY, THE ORGANIZATION OFFERS: - INVEST, A HIGH SCHOOL PROGRAM, TO TEACH YOUNG CONSUMERS ABOUT THE INDEPENDENT INSURANCE AGENCY SYSTEM AND OFFER SCHOLARSHIPS FOR HIGHER EDUCATION. - SPEAKERS BUREAU TO EDUCATE BUSINESS AND INDIVIDUALS ABOUT THEIR INSURANCE NEEDS. - STORM CATASTROPHE INFORMATION TO KEEP THE COMMUNITY ON NOTICE OF STORM DEVELOPMENTS AND WHAT NEEDS TO BE DONE IN PREPARATION AND RESPONSE. - COMMUNITY SPONSORSHIPS TO SHOW THE ORGANIZATION'S SUPPORT FOR A VARIETY OF COMMUNITY PROJECTS. |
| FIRST ACCOMPLISHMENT | FORM 990-EZ, PART III, LINE 28 | PROVIDE EDUCATIONAL AND OTHER ASSISTANCE TO THE PROFESSION OF INDEPENDENT INSURANCE AGENTS IN THE CENTRAL FLORIDA AREA. THE ORGANIZATION HAS 40 MEMBER AGENCIES AND 55 ASSOCIATE MEMBERSHIPS. |
| Software ID: | |
| Software Version: |
| Person Name | Explanation |
|---|---|
| BYRON HOLTON | |
| MIKE BROCKMAN | |
| JASON LEVINE | |
| LORRIE PARTRIDGE | |
| ROBERT BOWLES | |
| GREG FRY | |
| BILLY PALMER | |
| JEFF SEIDL | |
| MATT WEST | |
| BRETT BRADLEY | |
| SAMIR JALLAD | |
| BLAKE NEWMAN | |
| JOHN SHAHINIAN | |
| TOM SUTTON |