Program areas at Independent Insurance Agents of Rhode Island
The organization provided membership services to approximately 125 member agencies.
The organization conducted approximately 63 educational programs and seminars for the purpose of attaining and maintaining designations and certifications in the Insurance industry. Approximate attendance was 818.
The organization generally holds an annual convention as well as approximately 5 meetings and networking events with approximately 500 attendees throughout the year. Approximately 250 individuals participated in various events.
See responses given to question 4a 4b and 4c on page 2 part iii
Who funds Independent Insurance Agents of Rhode Island
Grants from foundations and other nonprofits
| Grantmaker | Grantmaker tax period | Description | Amount |
|---|
| Trusted Choice (TC) | 2023-08 | General Support | $60,000 |
Personnel at Independent Insurance Agents of Rhode Island
| Name | Title | Compensation | Date of data |
|---|
| Sean R. Donaghey, Cpcu | Senior Vice President, State Account Executive | | 2021-11-24 |
| Helen L. Collins | Director of Professional Liability Programs | | 2021-11-24 |
| Jean Nagle | Assistant Vice President, Director of Education | | 2021-11-24 |
| Marcia L. Berthiaume | State Account Manager , Emerging Leaders Liaison | | 2021-11-24 |
| Mark A Male | Executive Vice President and Treasurer | $0 | 2024-01-15 |
| ...and 9 more key personnel |
Financials for Independent Insurance Agents of Rhode Island
| Revenues | FYE 08/2023 | FYE 08/2022 | % Change |
|---|
| Total grants, contributions, etc. | $220,093 | $221,364 | -0.6% |
| Program services | $451,327 | $475,717 | -5.1% |
| Investment income and dividends | $50,882 | $64,301 | -20.9% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $-13,779 | $-1,518 | -807.7% |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $708,523 | $759,864 | -6.8% |
Organizations like Independent Insurance Agents of Rhode Island
| Organization | Type | Location | Revenue |
|---|
| Independent Insurance Agents of Houston | 501(c)(6) | Houston, TX | $653,395 |
| California Self-Insurers Association | 501(c)(6) | Santa Ana, CA | $267,595 |
| Independent Insurance Agents and Brokers of Oregon | 501(c)(6) | Portland, OR | $539,588 |
| Mississippi Association of Self- Insurers | 501(c)(6) | Jackson, MS | $257,626 |
| Independent Insurance Agents of Wisconsin (IIA) | 501(c)(6) | Madison, WI | $1,708,569 |
| Professional Insurance Agents of Ne Ia | 501(c)(6) | Omaha, NE | $749,620 |
| Independent Funeral Directors of FL | 501(c)(6) | Tallahassee, FL | $1,108,017 |
| Insurors of Tennessee | 501(c)(6) | Nashville, TN | $2,039,535 |
| Ins Agents and Brokers of Maryland | 501(c)(6) | Mechanicsburg, PA | $375,860 |
| Independent Insurance Agents of South Dakota | 501(c)(6) | FT Pierre, SD | $848,323 |
Data update history
May 23, 2024
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
August 20, 2023
Received grants
Identified 2 new grant, including a grant for $65,000 from Trusted Choice (TC) June 19, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 17, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Mutual assistance organizationsProfessional associationsBusiness and community development organizationsInsurance companies
Issues
Community improvementBusiness and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
- Address
- 2400 Post Rd
- Warwick, RI 02886
- Metro area
- Providence-Warwick, RI-MA
- County
- Kent County, RI
- Website URL
- iiari.com/default.aspxÂ
- Phone
- (401) 732-2400
IRS details
- EIN
- 05-6010265
- Fiscal year end
- August
- Taxreturn type
- Form 990
- Year formed
- 1948
- Eligible to receive tax-deductible contributions (Pub 78)
- No
Categorization
- NTEE code, primary
- Y20: Insurance Providers, Services
- NAICS code, primary
- 813920: Professional Associations
- Parent/child status
- Independent
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