Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TWO OFFICERS AND A KEY EMPLOYEE HAVE AN OWNERSHIP INTEREST TOGETHER IN A WHOLESALE INSURANCE OPERATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS AN ASSOCIATION, WHOSE MEMBERS ARE INDEPENDENT INSURANCE AGENTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE DUES PAYING MEMBERS ELECT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION'S BY-LAWS ARE RATIFIED BY THE MEMBERSHIP. IN ADDITION, AN ANNUAL MEETING IS HELD WITH MEMBERS PRESENT. AT THIS MEETING, MEMBERS ARE UPDATED ON THE BOARD'S ACTIVITIES, AND DECISIONS REQUIRING MEMBERSHIP APPROVAL ARE MADE AT THAT TIME. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CHIEF FINANCIAL OFFICER REVIEWS A COPY OF THE 990 BEFORE IT IS SUBMITTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE BEGINNING OF THE TERM OF OFFICE, A CONFLICT OF INTEREST FORM IS RECEIVED FROM EACH BOARD MEMBER, DISCLOSING WHETHER OR NOT THERE IS A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE REVIEWS THE CONTRACT OF THE CEO. DURING THIS REVIEW, SALARY INCREASES ARE DISCUSSED. COMPARABLE SALARY DATA AS WELL AS SALARY RANGES AND OTHER FACTORS ARE USED TO DETERMINE CEO COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | CURRENTLY, THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THERE IS NO CURRENT PROCEDURE FOR PUBLICIZING AVAILABILITY. |
| Software ID: | |
| Software Version: |