Utah Association of Independent Insurance Agents


Utah Association of Independent Insurance Agents

Founded as Independent Insurance Agents of Utah and merged (2000) with Professional Insurance Agents of Utah, works to promote ethics and professionalism in the industry and be the unrelenting advocate for independent agents by providing products and services to fulfill the educational, political and business needs of its members. Members are independent property casualty insurance agents and associate members like insurance companies, general agencies, disaster cleanup companies, and premium finance companies who do business with these agents. Membership: $700-$2,450 (Agency); $400 (Associate).

Organization Type:
State or Regional Association
Acronym:
UAIIA
Tax Exempt Status:
501(c)(6)
Industry:
Insurance Industry
Year Founded:
1919
Address:
4885 South 900 East
Suite 302 Salt Lake City, UT 84117
Telephone:
Fax:
Website:
Staff:
5
Volunteers:
11
Members:
102 agencies
Certification Programs:
ACSR; CISR


Financial Snapshot

 

Total revenues: $441,219


Year - 2017
1st-yr growth
6.06%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Investment income
 
Fundraising income
 
Other

Total expenses: $468,930


Year - 2017
1st-yr growth
9.42%
 
 
 
 
 
Year by Year
Expenses
 
Other expenses
 
Compensation for non-officers/directors
 
Conferences, conventions, meetings
 
Other

Total assets: $855,286


Year - 2017
1st-yr growth
-4.21%
 
 
 
 
 
Year by Year
Assets
 
Savings and temporary cash investments
 
Land, buildings, & equipment (net)
 
Inventories for sale or use

Total Liabilities: $34,057


Year - 2017
1st-yr growth
-24.47%
 
 
 
 
 
Year by Year
Liabilities
 
Accounts payable and accrued expenses

   Revenue:

Revenue: Amount ($)
Program service revenue 343,130
Investment income 55,828
Fundraising income 39,400
Income from sales of inventory 2,861
Total contributions 0
Royalties 0
Sales of non-inventory assets 0
Net rental income 0
Miscellaneous revenue 0
Gaming income 0
Tax-exempt bond proceeds 0
Total Revenue:

$441,219

1-yr growth
6.06%
Program service revenue
Investment income
Fundraising income
Income from sales of inventory

   Expenses:

Expenses: Amount ($)
Other expenses 161,094
Compensation for non-officers/directors 127,890
Conferences, conventions, meetings 81,311
Advertising and promotion 19,323
Other employee benefits 15,236
Lobbying fees 15,000
Office expenses 14,866
Occupancy 10,368
Travel 10,195
Information technology 9,132
Depreciation, depletion, amortization 3,565
Accounting fees 950
Travel/entertainment expenses to public officials 0
Royalties 0
Professional fundraising fees 0
Investment management fees 0
Other fees 0
Payroll taxes 0
Management fees 0
Legal fees 0
Pension plan contributions 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
Compensation of current officers, directors, etc 0
Compensation of disqualified persons 0
Insurance 0
Interest expense 0
Payments to affiliates 0
Total Expenses:

$468,930

1-yr growth
9.42%
Other expenses
Compensation for non-officers/directors
Conferences, conventions, meetings
Advertising and promotion
Other employee benefits
Lobbying fees
Office expenses
Occupancy
Travel
Information technology
Others

   Assets:

Assets: Amount ($)
Savings and temporary cash investments 734,774
Land, buildings, & equipment (net) 120,012
Inventories for sale or use 500
Investments in other securities 0
Investments in publicly traded securities 0
Other assets 0
Pledges and grants receivable 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Intangible assets 0
Cash -- non-interest bearing 0
Accounts receivable 0
Prepaid expenses or deferred charges 0
Total Assets:

$855,286

1-yr growth
-4.21%
Savings and temporary cash investments
Land, buildings, & equipment (net)
Inventories for sale or use

   Liabilities:

Liabilities: Amount ($)
Accounts payable and accrued expenses 34,057
Other liabilities 0
Deferred revenue 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:

$34,057

1-yr growth
-24.47%
Accounts payable and accrued expenses

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 821,229
Temporarily restricted net assets 0
Permanently restricted net assets 0
Total Net Assets:

$821,229

1-yr growth
-3.37%
Unrestricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Joyce Kalmar Administrative Assistant Administration, Finance, Membership ...X
Matt Barber President Board Member, Senior Executive ...X
Matt Child Chief Executive Officer Chief Executive Officer ...X
Matt Wood Treasurer Board Member, Finance ...X
Shah Brionez President-Elect Board Member ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
2019100th Annual UIA Convention South Jordan , UT , United States Embassy Suites Hotel September 4 September 6    ...X
201899th Annual UAIIA 2018 Convention Salt Lake City , UT , United States Radisson Hotel September 5 September 7   Ski, Cruise, Golf, Casino, Convention Center...X
201798th Annual UAIIA 2017 Convention Sandy , UT , United States South Towne Expo Center August 23 August 25   Convention Center...X
201697th Annual UAIIA 2016 Convention Deer Valley , UT , United States   June 6 June 7    ...X
201495th Annual UAIIA 2014 Convention Saint George , UT , United States Hilton Garden Inn April 13 April 16   Convention Center...X

Publications

Name 
Frequency 
Advertising 
Membership DirectoryonlineNo...X
UAIIA Newsletterbi-weeklyYes...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.