2026-07-15T08:38:39-05:00 2025-08-31 333709623 COHNREZNICK ADVISORY LLC 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2024-09-01 510152307 IIAA EDUCATIONAL FOUNDATION IIAA 7036834422 127 SOUTH PEYTON ST ALEXANDRIA VA 223142879 EUGENE S COCKE CFO 7036834422 2026-07-14 1 1 DANIEL O'SHEA P00957510 3016529100 2026-07-14 2024 2025-03-06 01:10:19Z CHARLES E SYMINGTON JR 127 SOUTH PEYTON ST ALEXANDRIA VA 223142879 1383474 0 X WWW.INDEPENDENTAGENT.COM X 1975 NY ORGANIZED TO PROVIDE SCHOLARSHIPS, CHARITY OR OTHER FINANCIAL ASSISTANCE TO INDIVIDUALS. 9 5 0 5 0 0 4179 1383474 0 0 0 0 0 0 4179 1383474 13000 606539 0 0 0 0 0 0 0 3888 6192 16888 612731 -12709 770743 940857 1711600 0 0 940857 1711600 ORGANIZED TO PROVIDE SCHOLARSHIPS, CHARITY OR OTHER FINANCIAL ASSISTANCE TO INDIVIDUALS OR BUSINESSES, AND TO FOSTER PROJECTS FOR EDUCATIONAL RESEARCH. 0 0 606539 606539 THE FOCUS OF THE FOUNDATION'S PROGRAMS ARE TO PROVIDE FINANCIAL ASSISTANCE TO INSURANCE INDUSTRY PERSONNEL IMPACTED BY CATASTROPHIC OCCURRENCES NOT COVERED BY THEIR OWN INSURANCE OR OTHER GRANTS AND FUNDING SOURCES. FOR THE YEAR ENDED AUGUST 31, 2023, THE ORGANIZATION AWARDED OVER $600,000 IN GRANTS TO QUALIFIED RECIPIENTS. THE FUNDING FOR THE FOUNDATION IS DERIVED FROM DONATIONS FROM IIABA MEMBERS, OTHER INDUSTRY ORGANIZATIONS AND INSURANCE CARRIERS. 606539 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 158 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 5 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 NY X EUGENE S COCKE 7036834422 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 CHARLES SYMINGTON PRESIDENT & CEO 1.00 59.00 X X 21847 1070520 61155 EUGENE S COCKE TREASURER & CFO 1.00 49.00 X X 0 379661 52972 SCOTT KNEELAND GENERAL COUNSEL 1.00 51.00 X X 0 281426 46370 TODD JACKSON CHAIRMAN 1.00 5.00 X X 0 29283 0 GREG SANDROCK VICE CHAIR 1.00 5.00 X X 0 9430 0 ANGELA RIPLEY CHAIR-ELECT 1.00 5.00 X X 0 8500 0 BRYAN CLINCKSDALE TRUSTEE 1.00 2.00 X 0 0 0 GEORGE ATKINS III TRUSTEE 1.00 0.00 X 0 0 0 LOU MORAN III TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL MCBRIDE FORMER CHAIRMAN 1.00 5.00 X 0 37055 0 21847 1815875 160497 0 1 1 0 0 1383474 1383474 1383474 0 0 0 127972 127972 478567 478567 6192 6192 612731 606539 6192 0 940857 1711600 940857 1711600 0 0 X 940857 1711600 940857 1711600 940857 1711600 770743 0 X 0 0 0 X X 1 INDEPENDENT INSURANCE AGENTS AN 135665571 10 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 3C: THE FOUNDATION AND THE SUPPORTED ORGANIZATION (INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA) SHARE THE SAME ACCOUNTING DEPARTMENT, WHICH PREPARES FINANCIAL STATEMENTS FOR BOTH ENTITIES. DURING THE YEAR ENDED 8/31/25, THE FOUNDATION DID NOT PROVIDE MONETARY SUPPORT TO THE SUPPORTED ORGANIZATION. PART IV, SECTION C, LINE 1: THE FOUNDATION AND SUPPORTED ORGANIZATION ARE UNDER COMMON MANAGEMENT WHICH CONTROL AND SUPERVISE THE FOUNDATION. THE BOARD OF TRUSTEES OF THE FOUNDATION ARE APPOINTED AND MAY BE REMOVED BY THE SUPPORTED ORGANIZATION. PART IV, SECTION A, LINE 3B: IIAA EDUCATIONAL FOUNDATION (IIAA EF) AND ITS SUPPORTED ORGANIZATION, INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC. (IIABA), SHARE THE SAME ACCOUNTING DEPARTMENT. PRIOR TO FILING THE 990, IIAA EF REVIEWED THE FINANCIAL STATEMENTS OF THE SUPPORTED ORGANIZATION AND ENSURED THAT THE SUPPORTED ORGANIZATION MET THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 BRANK INSURANCE AGENCY 9 GEORGIA AVE WEAVERVILLE NC 28787 562110642 10000 0 RELIEF FUND GEO M STEVENS & SONS CO 149 MAIN ST LANCASTER NH 03584 020229791 10000 0 RELIEF FUND MICHAEL SCOTT ROSEN INSURANCE AGENCY INC 2226 WHITE STREET PASEDENA CA 91107 871487706 7500 0 RELIEF FUND RICE AND LEHR INSURANCE 615 HIGHWAY 71 SIOUX RAPIDS IA 50585 823896713 10000 0 RELIEF FUND RUNYON INSURANCE AGENCY INC 629 WEST MAIN STREET OLNEY IL 62450 272692912 10000 0 RELIEF FUND TAYLOR & ASSOCIATES 601 W 2ND ST SUITE 16 ROSWELL NM 88201 850474981 10000 0 RELIEF FUND THE INSURANCE CENTER LLC 1741 N 2000 W STE 5 OGDEN UT 84404 580829670 9640 0 RELIEF FUND YTK ENTERPRISES LLC 7828 1ST AVE S ST PETERSBURG FL 33707 993407185 7500 0 RELIEF FUND 0 11 TCDRF-RELATED GRANT 174 478567 0 0 0 0 0 0 0 0 0 CHARLES SYMINGTON PRESIDENT & CEO 18800 921207 3000 147000 47 2313 640 31338 584 28593 23071 1130451 0 0 EUGENE S COCKE TREASURER & CFO 0 377661 0 2000 0 0 0 31978 0 20994 0 432633 0 0 SCOTT KNEELAND GENERAL COUNSEL 0 269926 0 11500 0 0 0 27883 0 18487 0 327796 0 0 MICHAEL MCBRIDE FORMER CHAIRMAN 0 37055 0 0 0 0 0 0 0 0 0 37055 0 0 PART I, LINE 3: THE PRESIDENTS COMPENSATION WAS DETERMINED BY THE RELATED ORGANIZATION INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES ALONG WITH THE IIABA BOARD HAS THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED LINE BY LINE BY THE DIRECTOR OF FINANCE AND CHIEF FINANCIAL OFFICER OF IIABA. FORM 990, PART VI, SECTION B, LINE 15 APPROVAL BY COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC UNLESS REQUESTED. INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 135665571 TRADE ASSOCIATION NY 501(C)(6) N/A 0 IIABA PAC (INSURPAC) 20 F STREET NW SUITE 610 WASHINGTON DC 20001 237427151 LOBBYING NY 527 IIABA 0 TRUSTED CHOICE INC 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 542052195 BRAND DEVELOPMENT DE 501(C)(6) IIABA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0