Independent Insurance Agents Of Wisconsin

Madison, WI
Tax-exempt since Jan. 1943
EIN: 39-0711474

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Type of Nonprofit

Designated as a 501(c)(6) Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Details

According to its Aug. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$1.71M (2023)

Expenses

$1.68M (2023)

Total Assets

$2.9M (2023)

Total Liabilities

$587k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2023

Revenue

$1,708,569

Expenses

$1,680,334

Net Income

$28,235

Net Assets

$2,317,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,133,572	66.3%
Investment Income	$49,534	2.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$7,948	0.5%
Net Fundraising	$0
Sales of Assets	$16,433	1.0%
Net Inventory Sales	$0
Other Revenue	$501,082	29.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$438,083	26.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$347,708	20.7%

Assets/Debt
Total Assets	$2,904,620
Total Liabilities	$587,299
Net Assets	$2,317,321

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Matthew Banaszynski (Chief Executive Director)	$345,533	$0	$55,222
Mallory Cornell (Vice President)	$115,881	$0	$33,466
Nick Arnoldy (President)	$0	$0	$0
Mike Ansay (President Elect)	$0	$0	$0
Joanne Lukas Szymaszek (Secretary Treasurer)	$0	$0	$0
Marc Petersen (Chairman Of The Board)	$0	$0	$0
Steve Leitch (State National Director)	$0	$0	$0
Janel Bazan (Director)	$0	$0	$0
Mike Harrison (Director)	$0	$0	$0
Aaron Marsh (Director)	$0	$0	$0
Kash Motlani (Director)	$0	$0	$0
Dan Lau (Director)	$0	$0	$0
Andrea Nelson (Director)	$0	$0	$0
Brad Reitzner (Director)	$0	$0	$0

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990

Filed on July 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2022

Revenue

$1,172,993

Expenses

$1,110,206

Net Income

$62,787

Net Assets

$2,241,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$587,907	50.1%
Program Services	$496,365	42.3%
Investment Income	$63,595	5.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$7,970	0.7%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$17,156	1.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$261,592	23.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$439,901	39.6%

Assets/Debt
Total Assets	$2,740,637
Total Liabilities	$498,977
Net Assets	$2,241,660

Compensation

Key Employees and Officers	Compensation	Related	Other
Matthew G Banaszynski (Chief Executive Officer)	$313,907	$0	$51,592
Darrel Zaleski (Chairman Of The Board)	$0	$0	$0
Marc Petersen (President)	$0	$0	$0
Nick Arnoldy (President Elect)	$0	$0	$0
Mike Ansay (Secretary Treasurer)	$0	$0	$0
Steve Leitch (State National Director)	$0	$0	$0
Matt Frank (Director)	$0	$0	$0
Mike Harrison (Director)	$0	$0	$0
Aaron Marsh (Director)	$0	$0	$0
Dan Lau (Director)	$0	$0	$0
Andrea Nelson (Director)	$0	$0	$0
Brad Reitzner (Director)	$0	$0	$0
Joanne Lukas Szymaszek (Director)	$0	$0	$0
Chad Tisonik (Director)	$0	$0	$0

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990

Filed on Feb. 3, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2021

Revenue

$1,076,090

Expenses

$981,203

Net Income

$94,887

Net Assets

$2,467,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$568,834	52.9%
Program Services	$436,990	40.6%
Investment Income	$48,588	4.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$7,834	0.7%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$13,844	1.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$248,909	25.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$399,090	40.7%

Assets/Debt
Total Assets	$3,023,634
Total Liabilities	$555,757
Net Assets	$2,467,877

Compensation

Key Employees and Officers	Compensation	Related	Other
Matthew G Banaszynski (Chief Executive Officer)	$304,517	$0	$49,018
Chris Costakis (Chairman Of The Board)	$0	$0	$0
Darrel Zaleski (President)	$0	$0	$0
Marc Petersen (President Elect)	$0	$0	$0
Mike Ansay (Director)	$0	$0	$0
Steve Leitch (State National Director)	$0	$0	$0
Mike Harrison (Director)	$0	$0	$0
Nick Arnoldy (Secretary Treasurer)	$0	$0	$0
Aaron Marsh (Director)	$0	$0	$0
Dan Lau (Director)	$0	$0	$0
Joanne Lukas Szymaszek (Director)	$0	$0	$0
Chad Tisonik (Director)	$0	$0	$0
Andrea Nelson (Director)	$0	$0	$0
Jonathon Zwettler (Director)	$0	$0	$0

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990

Filed on July 12, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$884,128

Expenses

$868,311

Net Income

$15,817

Net Assets

$2,176,143

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$561,915	63.6%
Program Services	$261,259	29.5%
Investment Income	$38,640	4.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$7,962	0.9%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$14,352	1.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$239,203	27.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$347,549	40.0%

Assets/Debt
Total Assets	$2,717,799
Total Liabilities	$541,656
Net Assets	$2,176,143

Compensation

Key Employees and Officers	Compensation	Related	Other
Matthew G Banaszynski (Chief Executive Officer)	$283,044	$0	$50,704
Chris Costakis (President)	$0	$0	$0
Darrel Zaleski (President Elect)	$0	$0	$0
Marc Petersen (Secretary Treasurer)	$0	$0	$0
Jason Bott (Chairman Of The Board)	$0	$0	$0
Steve Leitch (State National Director)	$0	$0	$0
Mike Ansay (Director)	$0	$0	$0
Nick Arnoldy (Director)	$0	$0	$0
Mike Harrison (Director)	$0	$0	$0
Ryan Leitch (Director)	$0	$0	$0
Aaron Marsh (Director)	$0	$0	$0
Joanne Lukas Szymaszek (Director)	$0	$0	$0
Chad Tisonik (Director)	$0	$0	$0
Andrea Nelson (Director)	$0	$0	$0

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990

Filed on April 29, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2019

Revenue

$1,038,543

Expenses

$1,047,322

Net Income

-$8,779

Net Assets

$2,096,514

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$565,813	54.5%
Program Services	$402,629	38.8%
Investment Income	$45,607	4.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$7,969	0.8%
Net Fundraising	$0
Sales of Assets	$5,048	0.5%
Net Inventory Sales	$0
Other Revenue	$11,477	1.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$236,545	22.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$339,555	32.4%

Assets/Debt
Total Assets	$2,449,616
Total Liabilities	$353,102
Net Assets	$2,096,514

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2018

Revenue

$1,138,792

Expenses

$1,132,433

Net Income

$6,359

Net Assets

$2,042,519

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$574,668	50.5%
Program Services	$500,844	44.0%
Investment Income	$42,079	3.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$7,800	0.7%
Net Fundraising	$0
Sales of Assets	$885	0.1%
Net Inventory Sales	$0
Other Revenue	$12,516	1.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$228,487	20.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$373,354	33.0%

Assets/Debt
Total Assets	$2,464,997
Total Liabilities	$422,478
Net Assets	$2,042,519

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2017

Revenue

$1,149,710

Expenses

$1,288,931

Net Income

-$139,221

Net Assets

$2,196,520

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$583,783	50.8%
Program Services	$499,339	43.4%
Investment Income	$36,521	3.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$7,578	0.7%
Net Fundraising	$0
Sales of Assets	$8,829	0.8%
Net Inventory Sales	$0
Other Revenue	$13,660	1.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$199,625	15.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$296,670	23.0%

Assets/Debt
Total Assets	$2,657,941
Total Liabilities	$461,421
Net Assets	$2,196,520

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2016

Revenue

$1,134,419

Expenses

$1,097,262

Net Income

$37,157

Net Assets

$2,314,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$570,652	50.3%
Program Services	$502,699	44.3%
Investment Income	$41,651	3.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$7,615	0.7%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$11,802	1.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$214,260	19.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$333,469	30.4%

Assets/Debt
Total Assets	$2,813,868
Total Liabilities	$499,731
Net Assets	$2,314,137

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2015

Revenue

$1,139,523

Expenses

$1,139,312

Net Income

$211

Net Assets

$2,244,774

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$555,329	48.7%
Program Services	$519,289	45.6%
Investment Income	$43,470	3.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$7,524	0.7%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$13,911	1.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$189,691	16.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$313,671	27.5%

Assets/Debt
Total Assets	$2,702,712
Total Liabilities	$457,938
Net Assets	$2,244,774

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2014

Revenue

$1,113,229

Expenses

$1,132,939

Net Income

-$19,710

Net Assets

$2,306,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$553,339	49.7%
Program Services	$491,135	44.1%
Investment Income	$32,224	2.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$7,367	0.7%
Net Fundraising	$0
Sales of Assets	$11,462	1.0%
Net Inventory Sales	$0
Other Revenue	$17,702	1.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$188,696	16.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$330,184	29.1%

Assets/Debt
Total Assets	$2,728,607
Total Liabilities	$422,138
Net Assets	$2,306,469

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Revenue

$1,055,919

Expenses

$1,123,423

Net Income

-$67,504

Net Assets

$2,000,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$569,557	53.9%
Program Services	$426,484	40.4%
Investment Income	$29,723	2.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$7,857	0.7%
Net Fundraising	$0
Sales of Assets	$80	0.0%
Net Inventory Sales	$0
Other Revenue	$22,218	2.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$288,776	25.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$280,704	25.0%

Assets/Debt
Total Assets	$2,314,072
Total Liabilities	$313,337
Net Assets	$2,000,735

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Revenue

$1,081,152

Expenses

$1,181,990

Net Income

-$100,838

Net Assets

$2,072,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$573,547	53.0%
Program Services	$451,267	41.7%
Investment Income	$27,080	2.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$7,827	0.7%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$21,431	2.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$337,176	28.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$246,698	20.9%

Assets/Debt
Total Assets	$2,449,067
Total Liabilities	$376,787
Net Assets	$2,072,280

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$1,081,556

Expenses

$1,138,845

Net Income

-$57,289

Net Assets

$2,169,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$547,613	50.6%
Program Services	$455,953	42.2%
Investment Income	$39,905	3.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$8,425	0.8%
Net Fundraising	$0
Sales of Assets	$1,789	0.2%
Net Inventory Sales	$0
Other Revenue	$27,871	2.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$380,957	33.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$150,896	13.2%

Assets/Debt
Total Assets	$2,615,699
Total Liabilities	$445,935
Net Assets	$2,169,764

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Independent Insurance Agents Of Wisconsin

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $1.71M (2023)

Expenses $1.68M (2023)

Total Assets $2.9M (2023)

Total Liabilities $587k (2023)

Tax Filings by Year

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$1.71M (2023)

Expenses

$1.68M (2023)

Total Assets

$2.9M (2023)

Total Liabilities

$587k (2023)

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005