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Independent Agents Association Executives

  • Warwick, RI
  • Tax-exempt since Aug. 1992
  • EIN: 58-2004363

Organization summary

Type of Nonprofit

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

Category: Community Improvement, Capacity Building / Professional Societies, Associations (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$201k (2024)

Expenses
$234k (2024)

Total Assets
$336k (2024)

Total Liabilities
$18.3k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$200,594
Expenses
$234,063
Net Income
-$33,469
Net Assets
$317,777
Notable Sources of Revenue Percent of Total Revenue
Contributions $140,051
69.8%
Program Services $43,487
21.7%
Investment Income $6,594
3.3%
Bond Proceeds $0
Royalties $10,462
5.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $336,103
Total Liabilities $18,326
Net Assets $317,777
Compensation
Key Employees and Officers Compensation Related Other
John Barbour (President) $0 $0 $0
Matt Banaszynski (Vice President) $0 $0 $0
Kelley Erstine (Secretary) $0 $0 $0
Tara Purvis (Treasurer) $0 $0 $0
Phil Lackman (Immed. Past President) $0 $0 $0
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Document Links

990
Filed on Aug. 8, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$205,652
Expenses
$164,309
Net Income
$41,343
Net Assets
$351,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $158,089
76.9%
Program Services $32,974
16.0%
Investment Income $2,687
1.3%
Bond Proceeds $0
Royalties $11,902
5.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $352,156
Total Liabilities $910
Net Assets $351,246
Compensation
Key Employees and Officers Compensation Related Other
Phil Lackman (President) $0 $0 $0
John Barbour (President Elect) $0 $0 $0
Matt Banaszynski (Secretary) $0 $0 $0
Kelley Erstine (Treasurer) $0 $0 $0
Lisa Lounsbury (Immed. Past President) $0 $0 $0
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Document Links

990
Filed on Aug. 8, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$194,026
Expenses
$193,302
Net Income
$724
Net Assets
$309,903
Notable Sources of Revenue Percent of Total Revenue
Contributions $111,500
57.5%
Program Services $52,472
27.0%
Investment Income $316
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,360
6.4%
Assets/Debt
Total Assets $356,355
Total Liabilities $46,452
Net Assets $309,903
Compensation
Key Employees and Officers Compensation Other
Clinton Graham (President) $0 $0
Lisa Lounsbury (President Elect) $0 $0
Denise Johnson (Past President) $0 $0
Phil Lackman (Secretary) $0 $0
John Barbour (Treasurer) $0 $0
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Document Links

990-EZ
Filed on Nov. 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$170,338
Expenses
$217,837
Net Income
-$47,499
Net Assets
$309,179
Notable Sources of Revenue Percent of Total Revenue
Contributions $88,500
52.0%
Program Services $50,659
29.7%
Investment Income $85
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,454
7.9%
Assets/Debt
Total Assets $310,177
Total Liabilities $998
Net Assets $309,179
Compensation
Key Employees and Officers Compensation Other
Clinton Graham (President) $0 $0
Lisa Lounsbury (President Elect) $0 $0
Denise Johnson (Past President) $0 $0
Phil Lackman (Secretary) $0 $0
John Barbour (Treasurer) $0 $0
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Document Links

990-EZ
Filed on July 7, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$113,174
Expenses
$68,048
Net Income
$45,126
Net Assets
$356,678
Notable Sources of Revenue Percent of Total Revenue
Contributions $64,500
57.0%
Program Services $17,411
15.4%
Investment Income $153
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,435
11.9%
Assets/Debt
Total Assets $360,758
Total Liabilities $4,080
Net Assets $356,678
Compensation
Key Employees and Officers Compensation Other
Clinton Graham (President Elect) $0 $0
Lisa Lounsbury (Secretary) $0 $0
Frank Sheppard (Past President) $0 $0
Denise Johnson (President) $0 $0
Phil Lackman (Treasurer) $0 $0
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Document Links

990-EZ
Filed on Oct. 1, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$205,662
Expenses
$183,593
Net Income
$22,069
Net Assets
$311,552
Notable Sources of Revenue Percent of Total Revenue
Contributions $134,500
65.4%
Program Services $57,001
27.7%
Investment Income $225
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,936
6.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $312,585
Total Liabilities $1,033
Net Assets $311,552
Compensation
Key Employees and Officers Compensation Related Other
Frank Sheppard (President) $0 $0 $0
Denise Johnson (President Elect) $0 $0 $0
Clinton Graham (Secretary) $0 $0 $0
Lisa Lounsbury (Treasurer) $0 $0 $0
Aubie Knight (Past President) $0 $0 $0
+ View more people

Document Links

990
Filed on May 22, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$162,727
Expenses
$109,835
Net Income
$52,892
Net Assets
$289,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $94,000
57.8%
Program Services $34,890
21.4%
Investment Income $153
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,507
9.5%
Assets/Debt
Total Assets $291,335
Total Liabilities $1,852
Net Assets $289,483
Compensation
Key Employees and Officers Compensation Other
Dan Hoist (President) $0 $0
Aubie Knight (President Elect) $0 $0
Frank Sheppard (Secretary) $0 $0
Denise Johnson (Treasurer) $0 $0
Larry Case (Past President) $0 $0
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Document Links

990-EZ
Filed on May 15, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$122,253
Expenses
$108,214
Net Income
$14,039
Net Assets
$236,591
Notable Sources of Revenue Percent of Total Revenue
Contributions $84,500
69.1%
Program Services $19,646
16.1%
Investment Income $153
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $17,954
14.7%
Assets/Debt
Total Assets $238,081
Total Liabilities $1,490
Net Assets $236,591
Compensation
Key Employees and Officers Compensation Other
Dan Hoist (President) $0 $0
Aubie Knight (President Elect) $0 $0
Frank Sheppard (Secretary) $0 $0
Denise Johnson (Treasurer) $0 $0
Larry Case (Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 12, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$128,622
Expenses
$102,345
Net Income
$26,277
Net Assets
$222,552
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $128,609
100.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13
0.0%
Assets/Debt
Total Assets $222,552
Total Liabilities $0
Net Assets $222,552
Compensation
Key Employees and Officers Compensation Other
Larry Case (President) $0 $0
Jeff Albright (Past President) $0 $0
Dan Holst (Vice President) $0 $0
Frank Sheppard (Treasurer) $0 $0
Aubie Knight (Secretary) $0 $0
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Document Links

990-EZ
Filed on June 15, 2017

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

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$126,333
Expenses
$91,331
Net Income
$35,002
Net Assets
$196,275
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $126,299
100.0%
Investment Income $34
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $196,655
Total Liabilities $380
Net Assets $196,275
Compensation
Key Employees and Officers Compensation Other
Clark Payan (Immediate Past President) $0 $0
Larry Case (Secretary) $0 $0
Peggy Porter (President) $0 $0
Jeff Albright (Vice President) $0 $0
Dan Hoist (Treasurer) $0 $0
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990-EZ
Filed on May 20, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$132,257
Expenses
$114,469
Net Income
$17,788
Net Assets
$161,273
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $132,158
99.9%
Investment Income $99
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $165,773
Total Liabilities $4,500
Net Assets $161,273
Compensation
Key Employees and Officers Compensation Other
Clark Payan (President) $0 $0
Larry Case (Secretary) $0 $0
Peggy Porter (Vice President) $0 $0
Jeff Albright (Treasurer) $0 $0
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Document Links

990-EZ
Filed on May 5, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$126,209
Expenses
$99,686
Net Income
$26,523
Net Assets
$143,485
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $126,056
99.9%
Investment Income $153
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $144,185
Total Liabilities $700
Net Assets $143,485
Compensation
Key Employees and Officers Compensation Other
Clark Payan (Vice President) $0 $0
Mark Male (President) $0 $0
Peggy Porter (Treasurer) $0 $0
Jeff Albright (Secretary) $0 $0
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Document Links

990-EZ
Filed on May 14, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$103,949
Expenses
$138,415
Net Income
-$34,466
Net Assets
$116,962
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $103,584
99.6%
Investment Income $365
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $140,608
Total Liabilities $23,646
Net Assets $116,962

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$87,464
Expenses
$76,562
Net Income
$10,902
Net Assets
$151,428
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $87,040
99.5%
Investment Income $424
0.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $174,374
Total Liabilities $22,946
Net Assets $151,428

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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

Fiscal Year Ending Dec.
2007

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

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

PDF

Fiscal Year Ending Dec.
2005

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

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

PDF

Fiscal Year Ending Dec.
2004

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 information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include 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 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?

Every organization that has been recognized as tax exempt by the IRS has to file 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 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."

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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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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