IIAA EDUCATION FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- IIAA EDUCATION FOUNDATION (EIN 51-0152307)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-07-15
- IRS object ID
- 202241969349302049
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-15T17:11:46-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 400E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510152307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IIAA EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IIAA | BusinessNameControlTxt |
| Phone | 7036834422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 SOUTH PEYTON ST | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223142879 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE S COCKE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7036834422 | PhoneNum |
| Signature | 2022-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EUGENE | PersonFirstNm |
| Person Last | COCKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL O'SHEA | PreparerPersonNm |
| PTIN | P00957510 | PTIN |
| Phone | 3016529100 | PhoneNum |
| Preparation | 2022-07-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT RUSBULDT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 SOUTH PEYTON ST | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223142879 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $174,905 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INDEPENDENTAGENT.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | ORGANIZED TO PROVIDE SCHOLARSHIPS, CHARITY OR OTHER FINANCIAL ASSISTANCE TO INDIVIDUALS | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,876,105 | PYContributionsGrantsAmt |
| CY Contributions Grants | $174,905 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$109,956 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,766,149 | PYTotalRevenueAmt |
| CY Total Revenue | $174,905 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,428,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $729,400 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,564 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,172 | PYOtherExpensesAmt |
| CY Other Expenses | $3,708 | CYOtherExpensesAmt |
| PY Total Expenses | $1,442,736 | PYTotalExpensesAmt |
| CY Total Expenses | $733,108 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,323,413 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$558,203 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,484,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $926,736 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $761 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $761 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,484,178 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $925,975 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ORGANIZED TO PROVIDE SCHOLARSHIPS, CHARITY OR OTHER FINANCIAL ASSISTANCE TO INDIVIDUALS OR BUSINESSES, AND TO FOSTER PROJECTS FOR EDUCATIONAL RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $729,400 | ExpenseAmt |
| Grant | $729,400 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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, 2021, THE ORGANIZATION AWARDED OVER $700,000 IN GRANTS TO QUALIFIED RECIPIENTS. THE FUNDING FOR THE FOUNDATION IS DERIVED FROM DONATIONS FROM IIABA MEMBERS, OTHER INDUSTRY ORGANIZATIONS AND INSURANCE CARRIERS. | Desc |
| Total Program Service Expenses | $729,400 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE S COCKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036834422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 SOUTH PEYTON ST | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| ANGELA RIPLEY | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $1,540 | $0 | |
| EUGENE S COCKE | |||||||
| CFO | 1.00 | 50.00 | Yes (X) | $0 | $320,073 | $53,074 | Yes (X) |
| JOHN COSTELLO | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $12,849 | $0 | |
| JON A JENSEN | |||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $36,356 | $0 | |
| LOU MORAN III | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $7,133 | $0 | |
| ROBERT FEE | |||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $23,997 | $0 | |
| ROBERT RUSBULDT | |||||||
| CEO | 1.00 | 70.00 | Yes (X) | $0 | $1,257,334 | $46,444 | Yes (X) |
| S TODD JACKSON | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $6,159 | $0 | |
| SCOTT KNEELAND | |||||||
| GENERAL COUNSEL | 1.00 | 55.00 | Yes (X) | $0 | $238,357 | $39,882 | Yes (X) |
| W MICHAEL MCBRIDE | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $8,326 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,912,124 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $139,400 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $174,905 | AllOtherContributionsAmt |
| Total Contributions | $174,905 | TotalContributionsAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174,905 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,400 | TotalAmt |
| Program Services | $729,400 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,708 | TotalAmt |
| Management And General | $3,708 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,108 | TotalAmt |
| Program Services | $729,400 | ProgramServicesAmt |
| Management And General | $3,708 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,482,249 | BOYAmt |
| EOY | $926,736 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,690 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,484,939 | BOYAmt |
| EOY | $926,736 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $761 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761 | BOYAmt |
| EOY | $761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,484,178 | BOYAmt |
| EOY | $925,975 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,484,178 | BOYAmt |
| EOY | $925,975 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,484,939 | BOYAmt |
| EOY | $926,736 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$558,203 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT INSURANCE AGENTS AN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135665571 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (1) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (1) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | 0 | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 8/31/21, 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). |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (67 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| EMMANUEL INSURANCE | |||||||
| 516 N BETHLEHEM PIKE | AMBER | PA | 19002 | 202895222 | $7,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| STAHLKA AGENCY INC | |||||||
| 6724 MAIN ST | WILLIAMSVILLE | NY | 14221 | 161045449 | $5,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| RITNOA INSURANCE SERVICES INC | |||||||
| 3247 57TH STREET | WOODSIDE | NY | 11377 | 472264727 | $6,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| IIABO | |||||||
| 6 CENTERPOINTE DR 430 | LAKE OSWEGO | OR | 97035 | 930241594 | $5,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| IIA&B OF WASHINGTON | |||||||
| 11911 NE 1ST ST SUITE B103 | BELLEVUE | WA | 98005 | 916033271 | $5,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| DAYTON RITZ & OSBORNE | |||||||
| P O BOX 5099 | EAST HAMPTON | NY | 11937 | 111650007 | $7,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| MONICA GUILLORY | |||||||
| 15026 E LAKEFRONT | GONZALES | LA | 70737 | 435531550 | $5,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| TAMMY NEAR | |||||||
| 8643 RIVER ROAD N | FOLEY | AL | 36535 | 386920909 | $5,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| ASHLEY VIDRINE | |||||||
| 16236 ANTIETAM AVE | BATON ROUGE | LA | 70817 | 438817902 | $5,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| INSURANCE UNLIMITED OF LOUISIANA LLC | |||||||
| 3111 RYAN STREET ATTN EDWIN | LAKE CHARLES | LA | 70801 | 720793531 | $20,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | STIRLING ROBINSON |
| K B HAMLETT INSURANCE CO LLC | |||||||
| 1501 MAIN STREET | YANCEYVILLE | NC | 27379 | 020647320 | $7,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| GLENN DEAN INSURANCE | |||||||
| 1608 N PINE STREET | DERIDDER | LA | 70634 | 721051104 | $5,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| GINSBERG AGENCY LLC | |||||||
| 222 ATLANTIC AVENUE | OCEANSIDE | NY | 11572 | 462015352 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| STRONG TOWER INSURANCE GROUP INC | |||||||
| 3325 EAST BASELINE ROAD | GILBERT | AZ | 85234 | 860844869 | $7,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| SCALZO ZOGBY & WITTIG INC | |||||||
| 120 LOMOND COURT | UTICA | NY | 13502 | 161408645 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| KAREN NICHOLE DUPRE | |||||||
| 914 CHICKASAW DRIVE | OPELOUSAS | LA | 70570 | $5,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | ||
| HALO INSURANCE AGENCY | |||||||
| P O BOX 80863 | LAS VEGAS | NV | 89180 | 263903483 | $8,250 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| SLONE MELHUISH & CO | |||||||
| 306 SPRING ST | JAMESTOWN | NY | 14701 | 160638450 | $7,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| GOLD RIVER BROKERAGE LLC | |||||||
| 60 RUTLEDGE STREET SUITE 208 | BROOKLYN | NY | 11249 | 810906753 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| ELEMENT RISK MANAGEMENT | |||||||
| 310 NORTH HIGH STREET | WEST CHESTER | PA | 19380 | 800433905 | $7,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| MILLENNIAL INSURANCE GROUP LLC | |||||||
| 10161 PARK RUN DR STE 150 | LAS VEGAS | NV | 89145 | 475121709 | $6,250 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| ELMWOOD AGENCY CORP | |||||||
| 280 EAST BROAD ST SUITE 110 | ROCHESTER | NY | 14604 | 833513179 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| MATTHEW J DEAN | |||||||
| 1411 HIGHWAY 27 | DERIDDER | LA | 70634 | 434613779 | $7,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| EMERLING FLOSS MURPHY AND ASSOCIATES LLC | |||||||
| 9092 MAIN STREET | CLARENCE | NY | 14031 | 201269306 | $7,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| TROAST SINGLEY INSURANCE AGENCY LLC | |||||||
| 2700 S 18TH STREET | PHILADELPHIA | PA | 19145 | 454597564 | $6,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| PAIST AND NOE INC | |||||||
| 130 ALMSHOUSE ROAD SUITE 103 | RICHBORO | PA | 18954 | 232123625 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| HGID INC DBA HORST INSURANCE | |||||||
| PO BOX 3320 | LANCASTER | PA | 176043320 | 232182039 | $6,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| AVERY W HALL INSURANCE AGENCY INC | |||||||
| 308 E MAIN ST | SALISBURY | MD | 21801 | 520631975 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| FIELD AND MAIN INSURANCE | |||||||
| 140 N MAIN STREET SUITE A | HENDERSON | KY | 42420 | 271348765 | $6,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| THR INSURANCE AGENCY LLC | |||||||
| 2131 N BROAD ST STE 100 | LANSDALE | PA | 19446 | 610668991 | $8,500 | V | |
| DAPRILE INSURANCE GROUP | |||||||
| 3050 ELM ROAD NE STE 3 | WARREN | OH | 44483 | 454244862 | $6,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| DOUPLE AGENCY INC | |||||||
| 34 E MAIN ST | EPHRATA | PA | 17522 | 236574650 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| REED BROTHERS INSURANCE SERVICES INC | |||||||
| P O BOX 778 | SOMERSET | KY | 42502 | 611368530 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| KGK AGENCY INC | |||||||
| 575 JERICHO TPKE SUITE 202 | JERICHO | NY | 11753 | 131994728 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| JERRY KAYS INSURANCE INC | |||||||
| 3701 TAYLORSVILLE RD STE 1A | LOUISVILLE | KY | 40220 | 611283523 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| CBM INSURANCE AGENCY LLC | |||||||
| 100 W COMMONS BLVD STE 302 | NEW CASTLE | DE | 19720 | 270881168 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| DESMOND INSURANCE | |||||||
| P O BOX 73217 | BELLEVUE | KY | 41073 | 610668991 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| R H CLARKSON INSURANCE AGENCY LLC | |||||||
| P O BOX 70129 | LOUISVILLE | KY | 40270 | 611293787 | $7,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| MACKOUL RISK SOLUTIONS LLC | |||||||
| 25 NASSAU LANE | ISLAND PARK | NY | 11558 | 474313519 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| ARCHDEACON AGENCY | |||||||
| 100 S JERSEY AVENUE | EAST SETAUKET | NY | 11733 | 112227389 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| REAL GOOD GROUP | |||||||
| 2201 REGENCY RD STE 701 | LEXINGTON | KY | 40503 | 823884723 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| UNRUH INSURANCE AGENCY INC | |||||||
| 335 MAIN ST | DENVER | PA | 17517 | 232389322 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| NORTH SHORE RISK MANAGEMENT | |||||||
| 1983 MARCUS AVENUE SUITE 125 | LAKE SUCCESS | NY | 11042 | 113455991 | $8,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| SCHULTHEIS INSURANCE AGENCY INC | |||||||
| P O BOX 2728 | EVANSVILLE | IN | 477280728 | 351076761 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| BEVCO INSURANCE | |||||||
| P O BOX 550 | LUGOFF | SC | 29078 | 834690889 | $7,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| COVENANT INSURANCE GROUP INC | |||||||
| 1940 CARLISLE ROAD | YORK | PA | 17408 | 475672778 | $8,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| STEPHEN CALI AGENCY | |||||||
| 173 SOUTH WELLWOOD AVE | LINDENHURST | NY | 11757 | 089549209 | $7,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| OVIA INSURANCE AGENCIES | |||||||
| P O BOX 69 | FULTON | NY | 13069 | 161538259 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| PATRIOT INSURANCE LLC | |||||||
| 1115 MAIN STREET | LEWISTON | ID | 83501 | 861566488 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| OPTISURE RISK PARTNERS | |||||||
| 40 STARK STREET | MANCHESTER | NH | 03101 | 352522109 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| RICK CURREN INSURANCE AGENCY LLC | |||||||
| 413 BALDWIN ST | ELMIRA | NY | 14901 | 853451877 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| COTGREAVE INSURANCE INC | |||||||
| 558 PORTION ROAD | RONKONKOMA | NY | 11779 | 113138767 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| ALLSAFE INSURANCE BROKERAGE INC | |||||||
| 139 CENTRE STREET PH138 | NEW YORK | NY | 10013 | 273425583 | $6,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| METZWOOD INSURANCE | |||||||
| P O BOX 8 | CHATHAM | NY | 12037 | 141436245 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| MICHAEL ADAM INSURANCE AGENCY | |||||||
| 168 MAIN ST | DANSVILLE | NY | 14437 | 812824193 | $7,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| PATRIOTIC INSURANCE GROUP | |||||||
| 78 BROOKSIDE AVE STE 132B | CHESTER | NY | 10918 | 463021259 | $7,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| W KIRBY ARNALL | |||||||
| 30 ALPINE DRIVE | NEWMAN | GA | 30263 | 260961055 | $10,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| KARA GALANTE | |||||||
| 1695 EMPIRE BLVD SUITE 310 | WEBSTER | NY | 14580 | 852738881 | $6,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| REICH INSURANCE INC | |||||||
| 6 HEARTHSTONE CT SUITE 103 | READING | PA | 19606 | 232350031 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| ACIBG CORP | |||||||
| 5 VICTORIA HTS | EAST AURORA | NY | 14052 | 813417589 | $6,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| PERRY AND CARROLL INC | |||||||
| 100 W CHURCH ST PO BOX 307 | ELMIRA | NY | 14902 | 160968098 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| JOHNSON AND JOHNSON AGENCY INC | |||||||
| 393 N LITTLE EAST NECK RD | WEST BABYLON | NY | 11704 | 111830636 | $6,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| HOMETOWN INSURANCE AGENCY OF LI | |||||||
| 5 ORVILLE DR STE 400 | BOHEMIA | NY | 11716 | 112944308 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| BISHOP ASSOCIATES | |||||||
| 26 CONGRESS STREET 249 | SARATOGA SPRINGS | NY | 12866 | 264330084 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| STEWART AGENCY INC | |||||||
| 2205 COLLEGE AVE | ELMIRA | NY | 14903 | 161395595 | $7,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| HMS AGENCY INC | |||||||
| 454 SAND CREEK RD | ALBANY | NY | 12205 | 141798814 | $8,500 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| INSUREGOOD LLC | |||||||
| 750 LAUREL STREET | LONGMEADOW | MA | 01106 | 861320628 | $7,000 | TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 67 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT RUSBULDT | ||||||||||||||
| CEO | $0 | $1,100,000 | $0 | $150,000 | $0 | $7,334 | $0 | $28,396 | $0 | $18,048 | $0 | $1,303,778 | $0 | $0 |
| EUGENE S COCKE | ||||||||||||||
| CFO | $0 | $255,073 | $0 | $65,000 | $0 | $0 | $0 | $27,920 | $0 | $25,154 | $0 | $373,147 | $0 | $0 |
| SCOTT KNEELAND | ||||||||||||||
| GENERAL COUNSEL | $0 | $235,857 | $0 | $2,500 | $0 | $0 | $0 | $23,924 | $0 | $15,958 | $0 | $278,239 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 SOUTH PEYTON ST | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135665571 | EIN |
| Primary Activities | TRAADE ASSOCIATION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |