Florida Association of Insurance Agents


Florida Association of Insurance Agents

Formerly Florida Local Underwriters Association. Adopted its current name in 1941. FAIA's mission is to serve the needs of Florida insurance agents and consumers by promoting a healthy and competitive insurance environment. Membership: $600-$9,370 (Agency); $750-$2,000 (Associate).

Organization Type:
State or Regional Association
Acronym:
FAIA
Tax Exempt Status:
501(c)(6)
Industry:
Banking/Finance/Investments, Insurance Industry, Investments/Securities Industry
Year Founded:
1904
Address:
3159 Shamrock St., South
Tallahassee, FL 32309
Telephone:
Fax:
Website:
Staff:
33
Volunteers:
190
Members:
2000 member agencies


Financial Snapshot

 

Total revenues: $7,811,607


Year - 2017
1st-yr growth
-4.22%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Royalties
 
Miscellaneous revenue
 
Other

Total expenses: $7,215,324


Year - 2017
1st-yr growth
-1.60%
 
 
 
 
 
Year by Year
Expenses
 
Other expenses
 
Compensation of current officers, directors, etc
 
Compensation for non-officers/directors
 
Other

Total assets: $15,155,468


Year - 2017
1st-yr growth
2.53%
 
 
 
 
 
Year by Year
Assets
 
Investments in other securities
 
Savings and temporary cash investments
 
Cash -- non-interest bearing
 
Other

Total Liabilities: $2,479,002


Year - 2017
1st-yr growth
-9.57%
 
 
 
 
 
Year by Year
Liabilities
 
Deferred revenue
 
Accounts payable and accrued expenses

   Revenue:

Revenue: Amount ($)
Program service revenue 4,729,422
Royalties 1,977,347
Miscellaneous revenue 701,748
Investment income 283,963
Income from sales of inventory 89,241
Sales of non-inventory assets 28,162
Net rental income 1,724
Total contributions 0
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Total Revenue:

$7,811,607

1-yr growth
-4.22%
Program service revenue
Royalties
Miscellaneous revenue
Investment income
Income from sales of inventory
Sales of non-inventory assets
Others

   Expenses:

Expenses: Amount ($)
Other expenses 2,620,926
Compensation of current officers, directors, etc 1,522,883
Compensation for non-officers/directors 1,441,969
Travel 340,646
Office expenses 218,736
Lobbying fees 217,509
Pension plan contributions 160,100
Payroll taxes 152,195
Depreciation, depletion, amortization 140,568
Occupancy 139,446
Other employee benefits 100,905
Insurance 46,276
Conferences, conventions, meetings 42,049
Accounting fees 35,853
Legal fees 22,884
Other fees 8,219
Information technology 4,160
Royalties 0
Advertising and promotion 0
Interest expense 0
Payments to affiliates 0
Travel/entertainment expenses to public officials 0
Professional fundraising fees 0
Investment management fees 0
Management fees 0
Compensation of disqualified persons 0
Grants to governments/orgs in the US 0
Grants to individuals in the US 0
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Total Expenses:

$7,215,324

1-yr growth
-1.60%
Other expenses
Compensation of current officers, directors, etc
Compensation for non-officers/directors
Travel
Office expenses
Lobbying fees
Pension plan contributions
Payroll taxes
Depreciation, depletion, amortization
Occupancy
Others

   Assets:

Assets: Amount ($)
Investments in other securities 7,387,109
Savings and temporary cash investments 3,236,964
Cash -- non-interest bearing 2,969,438
Land, buildings, & equipment (net) 1,118,568
Other assets 163,655
Prepaid expenses or deferred charges 151,623
Accounts receivable 128,111
Inventories for sale or use 0
Pledges and grants receivable 0
Investments in publicly traded securities 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Intangible assets 0
Total Assets:

$15,155,468

1-yr growth
2.53%
Investments in other securities
Savings and temporary cash investments
Cash -- non-interest bearing
Land, buildings, & equipment (net)
Other assets
Prepaid expenses or deferred charges
Others

   Liabilities:

Liabilities: Amount ($)
Deferred revenue 1,618,928
Accounts payable and accrued expenses 860,074
Other liabilities 0
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Secured mortgages and notes payabl 0
Unsecured mortgages and notes payable 0
Grants payable 0
Total Liabilities:

$2,479,002

1-yr growth
-9.57%
Deferred revenue
Accounts payable and accrued expenses

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 12,676,466
Temporarily restricted net assets 0
Permanently restricted net assets 0
Total Net Assets:

$12,676,466

1-yr growth
5.07%
Unrestricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Agata Wlodarczyk Director, Marketing and Communications Communications/Public Relations, Marketing ...X
Amanda Chatham Director, Insurance Programs Finance, Research ...X
Brian Leibow Administrator, Information Systems Administration, Computer/Information Technology ...X
Charlie Hampton Manager, RLI Account Finance, Marketing ...X
Cindy Molnar CMP Executive Assistant and Director, Meetings Conference Committee Chair, Conventions/Meetings ...X
Daniel Francis Web Developer and Application Developer Computer/Information Technology ...X
Dave Burt Vice President and Managing Director Administration ...X
Dave Newell Director, Education and Workforce Development Education ...X
David Thompson Education Instructor Education ...X
Emily Hirst Coordinator, Education Education ...X
Fred Phelps Director, Business Development Marketing, Senior Executive ...X
Jackie Cook Territory Manager–South Florida Senior Executive ...X
Jan Borgo Receptionist Administration ...X
Janet Frank Director, Publications Publications ...X
Jeanie Johnson Member Advocate Membership ...X
Jeff Odom Education Instructor and Insurance Analyst Education ...X
Jillian Fry Manager, Marketing Communications Communications/Public Relations, Marketing ...X
Joan Schim Underwriting Assistant Administration ...X
Julia Freeman Manager, Special Projects Senior Executive ...X
Julie Simmons Director, (Accounting, Registrar and Group Administrator) Finance ...X
Kyle Ulrich CAE Senior Vice President, Public Affairs Director of Government Relations, Government Relations, Public Affairs/Corporate Affairs ...X
Larry Thompson CPA, AAI Senior Vice President and Chief Operating Officer Operations ...X
Laura Pearce Esq., AAI Vice President and General Counsel Legal ...X
LeAnn Paul Accounting Coordinator Finance ...X
Malone Musil Manager, E and O Sales Marketing, Senior Executive ...X
Melissa Champany CCSR Director, Membership Outreach Membership ...X
Melissa Weaver Director, Membership Services Membership ...X
Michael Hollowell Specialist, Web and Information Systems Computer/Information Technology ...X
Pam Cooley Specialist, Marketing and Communications Communications/Public Relations ...X
Paul Peeples AAI, AIT, CPIM Vice President and Chief Information Officer Computer/Information Technology ...X
Robin Mattheiss Coordinator, Information Resource Computer/Information Technology, Research ...X
Taylor Hendrickson Director, Young Agents Council Legal ...X
Troy Simmons Webcast Producer and Staff Assistant II Computer/Information Technology ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
2019YAC Sales & Leadership Conference Tampa , FL , United States Tampa Marriott Waterside Hotel & Marina January 22 January 23    ...X
2019115th Annual Convention & Education Symposium Orlando , FL , United States Orlando World Center Marriott Resort June 19 June 21    ...X
2019Summer Leadership Conference 2019 Palm Beach , FL , United States Breakers Palm Beach August 7 August 9   Golf...X
2018Sales and Leadership Conference Tampa , FL , United States The Westshore Grand March 21 March 23    ...X
2017Sales & Leadership Conference Orlando , FL , United States Swan Dolphin January 25 January 27    ...X
2017YAC Political Summit Tallahassee , FL , United States DoubleTree by Hilton March 13 March 15   Ski, Cruise, Golf, Casino, Convention Center...X
2017113th Annual Convention & Education Symposium Orlando , FL , United States Gayland Palms Resort & Convention Center June 8 June 10   Ski, Cruise, Golf, Casino, Convention Center...X
2017Summer Leadership Conference Ponte Vedra Beach , FL , United States Sawgrass Marriott Golf Resort & Spa August 15 August 17   Golf...X
2015FAIA's 111th Anniversary Convention & Education Symposium chicago , IL , United States NAREIM Headquarters June 18 June 20    ...X
2014FAIA’s 110th Anniversary Convention and Education Symposium Orlando , FL , United States Gaylord Palms Resort and Convention Center-Orlando June 19 June 21    ...X

Publications

Name 
Frequency 
Advertising 
Membership DirectoryannuallyYes...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2018 Q4: $0
2018 Q3: $0
2018 Q2: $0
2018 Q1: $0
2017: $0


PAC Details

Name: -



FEC ID: -



Last updated: -


PAC Contributions

(-)

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
  This organization has no outside representation data available.
 

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

This organization has no legislative issue data available.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
  This organization has no contractors information available.
 

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
  AssociationExecs.com is a Paid Subscription Service.  
 
Sign-In For Existing Users
Email:
Password:
   
 
 
Sign up for a FREE 2-Day Trial today!

AssociationExecs is the largest and most comprehensive online directory of associations
and association executives.