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Intersure Ltd FY2023 filing

Not tax-deductible

N Chesterfld, VA501(c)(6)Community Development EIN 22-1913242Revenue $375K in FY2023Latest return filed Nov 4, 2025

On file with the IRSintersure.comN Chesterfld, VATax-exempt since Nov 2015

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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.

Form 990 Part I, line 1, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 22-1913242) · Dispute this line
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

FY2023 · 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
Cash reserves
14.7 mo
of spending, in cash
14.7 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$279K
54% of total assets
Liabilities are 54% of assets.
Pt X · Ln 26
Independent board members
8
of 8 voting members
8 of 8 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$375K
+34% vs prior year
Spent
$247K
To programs
0%
Net assets
$234K
By yearFY2020–FY2024
Revenue
$375K
FY2023▲ +34%
Tap a bar for its year
Revenue by fiscal year
FY2020$227K
FY2021$205K
FY2022$279K
FY2023$375K
FY2024$301K
Expenses
$247K
FY2023▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$213K
FY2021$209K
FY2022$224K
FY2023$247K
FY2024$321K
Net assets
$234K
FY2023▲ +120%
Tap a bar for its year
Net assets by fiscal year
FY2020$54K
FY2021$51K
FY2022$106K
FY2023$234K
FY2024$214K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

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

8 people listed on the 990.

Part VII, Section A · reportable compensation
Matt Bauer
Director
$0Pt VII · Sec A
Kyle Hudson
Director
$0Pt VII · Sec A
Bill Rue JR
Director
$0Pt VII · Sec A
Elizabeth Korpela
Past Preside
$0Pt VII · Sec A
Bob Lawrie
Director
$0Pt VII · Sec A
Tim Leman
President El
$0Pt VII · Sec A
Scott Moak
President
$0Pt VII · Sec A
$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.

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1 program · $247K · in their own filed words · FY2023
01

During 2023, intersure, LTD. Conducted two principal's meetings, and several other functional meetings (I.E. Commercial lines, personal lines, etc.) for the purpose of sharing information among members and discussing best practices. These meetings were hybrid meetings, with some members attending in person and others virtually.

Form 990 Part III, line 4, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 22-1913242) · Dispute this line
$247Kprogram expense

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$375K
Ln 12
Gifts and grantsLn 1h$375K
Money outPt IX
$247K
Ln 25
Owns and owesPt X
$234K
net assets · Ln 32
Cash and savingsLn 1–2$304K
Total assetsLn 16$514K
LiabilitiesLn 26$279K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$375K
Total revenueLn 12$375K
Assets in detailPt X, end of year
CashLn 1$304K
Cash and savings togetherLn 1–2$304K
Accounts receivableLn 4$138K
Prepaid expenses and deferred chargesLn 9$72K
Total assetsLn 16$514K
LiabilitiesLn 26$279K
Net assetsLn 32$234K
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 FY23End FY23
Cash and savingsLn 1–2$321K$304K
Total assetsLn 16$400K$514K
LiabilitiesLn 26$294K$279K
Net assetsLn 32$106K$234K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$198K
Accounting feesLn 11c$8K
Other fees for servicesLn 11g$5K
Office expensesLn 13$677
Information technologyLn 14$6K
TravelLn 17$13K
InsuranceLn 23$3K
Other expenses (24a–d)Ln 24$13K
Total functional expensesLn 25$247K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 4, 2025 $301K$321K−$20K$214K 990 PDF
FY2023 ViewingFiled 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 FY2023 990
Part I · Summary $375,229 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $279,257$375,229
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $279,257$375,229
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 $223,643$247,404
I-18 Total expensesPrior year $223,643$247,404
I-19 Revenue less expensesPrior year $55,614$127,825
Part VI · Governance 8 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $375,229 across 3 lines filed
VIII-1b Membership dues$375,229
VIII-1h Total contributions, gifts and grants$375,229
VIII-12 Total revenue$375,229
Part IX · Statement of functional expenses $247,404 across 8 lines filed
IX-11a Management fees$197,948
IX-11c Accounting fees$8,286
IX-11g Other fees for services$5,000
IX-13 Office expenses$677
IX-14 Information technology$6,500
IX-17 Travel$13,173
IX-23 Insurance$2,528
IX-24 Other expenses (24a–d)$13,292
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$247,404
Part X · Balance sheet $513,763 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $321,026$304,000
X-4 Accounts receivableStart of year $65,404$138,252
X-9 Prepaid expenses and deferred chargesStart of year $13,866$71,511
X-16 Total assetsStart of year $400,296$513,763
X-17 Accounts payable and accrued expensesStart of year $293,846$279,488
X-26 Total liabilitiesStart of year $293,846$279,488
X-31 Retained earnings or endowmentStart of year $106,450$234,275
X-32 Total net assets or fund balancesStart of year $106,450$234,275
X-33 Total liabilities and net assetsStart of year $400,296$513,763
Part XI · Reconciliation of net assets $234,275 net assets at year end
XI-1 Total revenue$375,229
XI-2 Total expenses$247,404
XI-3 Revenue less expenses$127,825
XI-4 Net assets at start of year$106,450
XI-10 Net assets at end of year$234,275

Form 990 e-file FY2023 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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