Intersure Ltd

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Member driven association of 25-30 independent insurance agencies, sharing best practices/information among members with a key goal of perpetuating the independent insurance agency industry.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $35K a year · 13% of revenue · last 5 filings
A surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
0% of spending went to programs.
Pt IX · Ln 25 · col B
13.0 mo
of spending, in cash
13.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$380K
64% of total assets
Liabilities are 64% of assets.
Pt X · Ln 26
Independent board members
7
of 7 voting members
7 of 7 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$301K
-20% vs prior year
Spent
$321K
To programs
0%
Net assets
$214K
By yearFY2020–FY2024
Revenue
$301K
FY2024▼ -20%
Tap a bar for its year
Revenue by fiscal year
FY2020$227K
FY2021$205K
FY2022$279K
FY2023$375K
FY2024$301K
Expenses
$321K
FY2024▲ +30%
Tap a bar for its year
Expenses by fiscal year
FY2020$213K
FY2021$209K
FY2022$224K
FY2023$247K
FY2024$321K
Net assets
$214K
FY2024▼ -9%
Tap a bar for its year
Net assets by fiscal year
FY2020$54K
FY2021$51K
FY2022$106K
FY2023$234K
FY2024$214K

From the FY2024 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2015.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Past Preside
$0Pt VII · Sec A
President-El
$0Pt VII · Sec A
See Intersure Ltd executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Connects independent insurance agencies to share knowledge and strengthen their industry.

Questions for Intersure Ltd

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Your first name shows with your question. Intersure Ltd answers here, for everyone.

1 program · in their own filed words · FY2024
01

During 2024, intersure, LTD. Conducted two principal's meetings and several other functional meetings (I.E. Commercial lines, employee benefits, human resource, etc.) for the purpose of sharing information among members and discussing best practices.

Pt IX · Ln 25 · col B

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$301K
Ln 12
Fees for servicesLn 2g$294K
Investment incomeLn 3$7K
Money outPt IX
$321K
Ln 25
Owns and owesPt X
$214K
net assets · Ln 32
Cash and savingsLn 1–2$347K
Total assetsLn 16$594K
LiabilitiesLn 26$380K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$294K
Investment incomeLn 3$7K
Total revenueLn 12$301K
Assets in detailPt X, end of year
CashLn 1$347K
Cash and savings togetherLn 1–2$347K
Accounts receivableLn 4$208K
Prepaid expenses and deferred chargesLn 9$40K
Total assetsLn 16$594K
LiabilitiesLn 26$380K
Net assetsLn 32$214K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$304K$347K
Total assetsLn 16$514K$594K
LiabilitiesLn 26$279K$380K
Net assetsLn 32$234K$214K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$172K
Accounting feesLn 11c$13K
Other fees for servicesLn 11g$103K
Office expensesLn 13$1K
Information technologyLn 14$8K
InsuranceLn 23$6K
Other expenses (24a–d)Ln 24$19K
Total functional expensesLn 25$321K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 4, 2025 $301K$321K−$20K$214K 990 PDF
FY2023Filed with the IRS Nov 15, 2024 $375K$247K$128K$234K 990 PDF
FY2022Filed with the IRS Apr 26, 2023 $279K$224K$56K$106K 990 PDF
FY2021Filed with the IRS Oct 20, 2022 $205K$209K−$4K$51K 990 PDF
FY2020Filed with the IRS Nov 13, 2021 $227K$213K$14K$54K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2024 990
Part I · Summary $300,659 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $375,229$0
I-9 Program service revenue$293,731
I-10 Investment income$6,928
I-11 Other revenue$0
I-12 Total revenuePrior year $375,229$300,659
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $247,404$320,890
I-18 Total expensesPrior year $247,404$320,890
I-19 Revenue less expensesPrior year $127,825−$20,231
Part VI · Governance 7 of 7 board members independent, 4 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $300,659 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $293,731$293,731
VIII-3 Investment incomeExcluded from tax $6,928$6,928
VIII-12 Total revenueRelated to mission $293,731 · Excluded from tax $6,928$300,659
Part IX · Statement of functional expenses $320,890 across 7 lines filed
IX-11a Management fees$172,000
IX-11c Accounting fees$13,014
IX-11g Other fees for services$102,507
IX-13 Office expenses$1,061
IX-14 Information technology$7,907
IX-23 Insurance$5,638
IX-24 Other expenses (24a–d)$18,763
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$320,890
Part X · Balance sheet $594,401 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $304,000$346,918
X-4 Accounts receivableStart of year $138,252$207,951
X-9 Prepaid expenses and deferred chargesStart of year $71,511$39,532
X-16 Total assetsStart of year $513,763$594,401
X-17 Accounts payable and accrued expensesStart of year $279,488$2,857
X-19 Deferred revenue$377,500
X-26 Total liabilitiesStart of year $279,488$380,357
X-27 Net assets without donor restrictionsStart of year $234,275$214,044
X-32 Total net assets or fund balancesStart of year $234,275$214,044
X-33 Total liabilities and net assetsStart of year $513,763$594,401
Part XI · Reconciliation of net assets $214,044 net assets at year end
XI-1 Total revenue$300,659
XI-2 Total expenses$320,890
XI-3 Revenue less expenses−$20,231
XI-4 Net assets at start of year$234,275
XI-10 Net assets at end of year$214,044

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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