Independent Insurance Agents Of Charlotte-mecklenburg

  • Charlotte, NC
  • Tax exemption issued: Dec. 1942
  • EIN: 56-0583093

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

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

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$23,615
Expenses
$23,521
Net Income
$94
Net Assets
$7,531
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,925
67.4%
Program Services $0
Investment Income $3
0.0%
Net Fundraising $7,687
32.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $7,531
Total Liabilities $0
Net Assets $7,531
Compensation
Key Employees and Officers Compensation Other
Anna Bailey (Treasurer) $0 $0
Hunter Litaker (President) $0 $0

Document Links

990-EZ
Filed on Feb. 24, 2020

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$26,732
Expenses
$26,099
Net Income
$633
Net Assets
$7,437
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,650
58.5%
Program Services $0
Investment Income $3
0.0%
Net Fundraising $11,079
41.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $7,437
Total Liabilities $0
Net Assets $7,437
Compensation
Key Employees and Officers Compensation Other
Anna Bailey (Treasurer) $0 $0
Michael Betters (President) $0 $0

Document Links

990-EZ
Filed on July 15, 2019

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,448
Expenses
$21,054
Net Income
$394
Net Assets
$6,804
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,175
61.4%
Program Services $0
Investment Income $3
0.0%
Net Fundraising $8,270
38.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $6,804
Total Liabilities $0
Net Assets $6,804
Compensation
Key Employees and Officers Compensation Other
Anna Bailey (Treasurer) $0 $0
Michael Betters (President) $0 $0

Document Links

990-EZ
Filed on July 15, 2019

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,940
Expenses
$17,855
Net Income
$2,085
Net Assets
$6,410
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,964
60.0%
Program Services $0
Investment Income $4
0.0%
Net Fundraising $7,972
40.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $6,410
Total Liabilities $0
Net Assets $6,410

Document Links

990-EZ

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

PDF

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$13,336
Expenses
$20,867
Net Income
-$7,531
Net Assets
$4,325
Notable Sources of Revenue Percent of Total Revenue
Contributions $1
0.0%
Program Services $0
Investment Income $0
Net Fundraising $6,175
46.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $4,325
Total Liabilities $0
Net Assets $4,325
Compensation
Key Employees and Officers Compensation Other
Mike Oelz (President) $0 $0
Michele Fogle Sizemore (Treasurer) $0 $0

Document Links

990-EZ
Filed on July 18, 2016

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$27,172
Expenses
$22,944
Net Income
$4,228
Net Assets
$11,855
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $5
0.0%
Net Fundraising $4,050
14.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $11,855
Total Liabilities $0
Net Assets $11,855
Compensation
Key Employees and Officers Compensation Other
Mike Oelz (Vice Preside) $0 $0
Michael Betters (Programs) $0 $0
Matt Frazier (President) $0 $0
Michele Fogle Sizemore (Treasurer) $0 $0
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Document Links

990-EZ
Filed on July 8, 2015

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$28,578
Expenses
$33,311
Net Income
-$4,733
Net Assets
$7,627
Notable Sources of Revenue Percent of Total Revenue
Contributions $440
1.5%
Program Services $0
Investment Income $3
0.0%
Net Fundraising $9,435
33.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $7,627
Total Liabilities $0
Net Assets $7,627

Document Links

990-EZ
Filed on May 1, 2014

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$37,485
Expenses
$36,755
Net Income
$730
Net Assets
$12,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $750
2.0%
Program Services $600
1.6%
Investment Income $7
0.0%
Net Fundraising $15,975
42.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,753
18.0%
Assets/Debt
Total Assets $12,360
Total Liabilities $0
Net Assets $12,360

Document Links

990-EZ

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

PDF

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$31,363
Expenses
$31,963
Net Income
-$600
Net Assets
$11,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $500
1.6%
Program Services $750
2.4%
Investment Income $17
0.1%
Net Fundraising $12,417
39.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $354
1.1%
Assets/Debt
Total Assets $11,630
Total Liabilities $0
Net Assets $11,630

Document Links

990-EZ

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

PDF

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

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

PDF

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

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

PDF

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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