2022-07-15T17:11:46-05:00 2021-08-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2020-09-01 510152307 IIAA EDUCATIONAL FOUNDATION IIAA 7036834422 127 SOUTH PEYTON ST ALEXANDRIA VA 223142879 EUGENE S COCKE CFO 7036834422 2022-07-15 1 EUGENE COCKE 999009999 DANIEL O'SHEA P00957510 3016529100 2022-07-14 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROBERT RUSBULDT 127 SOUTH PEYTON ST ALEXANDRIA VA 223142879 174905 0 X WWW.INDEPENDENTAGENT.COM X 1975 NY ORGANIZED TO PROVIDE SCHOLARSHIPS, CHARITY OR OTHER FINANCIAL ASSISTANCE TO INDIVIDUALS 10 4 0 7 0 0 2876105 174905 0 0 -109956 0 0 0 2766149 174905 1428000 729400 0 0 2564 0 0 0 0 12172 3708 1442736 733108 1323413 -558203 1484939 926736 761 761 1484178 925975 ORGANIZED TO PROVIDE SCHOLARSHIPS, CHARITY OR OTHER FINANCIAL ASSISTANCE TO INDIVIDUALS OR BUSINESSES, AND TO FOSTER PROJECTS FOR EDUCATIONAL RESEARCH. 0 0 729400 729400 0 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. 729400 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 4 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 ANGELA RIPLEY TRUSTEE 1.00 0.00 X 0 1540 0 EUGENE S COCKE CFO 1.00 50.00 X X 0 320073 53074 JOHN COSTELLO TRUSTEE 1.00 0.00 X 0 12849 0 JON A JENSEN TRUSTEE 1.00 5.00 X 0 36356 0 LOU MORAN III TRUSTEE 1.00 1.00 X 0 7133 0 ROBERT FEE TRUSTEE 1.00 3.00 X 0 23997 0 ROBERT RUSBULDT CEO 1.00 70.00 X X 0 1257334 46444 S TODD JACKSON TRUSTEE 1.00 0.00 X 0 6159 0 SCOTT KNEELAND GENERAL COUNSEL 1.00 55.00 X X 0 238357 39882 W MICHAEL MCBRIDE TRUSTEE 1.00 0.00 X 0 8326 0 0 1912124 139400 0 0 1 0 0 174905 174905 174905 0 0 0 729400 729400 3708 3708 733108 729400 3708 0 1482249 926736 2690 0 1484939 926736 761 761 0 761 761 X 1484178 925975 1484178 925975 1484939 926736 -558203 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 8/31/21, 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). 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ASSISTANCE DURING TIMES OF CRISIS JOHNSON AND JOHNSON AGENCY INC 393 N LITTLE EAST NECK RD WEST BABYLON NY 11704 111830636 6500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS HOMETOWN INSURANCE AGENCY OF LI 5 ORVILLE DR STE 400 BOHEMIA NY 11716 112944308 8500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS BISHOP ASSOCIATES 26 CONGRESS STREET 249 SARATOGA SPRINGS NY 12866 264330084 8500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS STEWART AGENCY INC 2205 COLLEGE AVE ELMIRA NY 14903 161395595 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS HMS AGENCY INC 454 SAND CREEK RD ALBANY NY 12205 141798814 8500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS INSUREGOOD LLC 750 LAUREL STREET LONGMEADOW MA 01106 861320628 7000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS 0 67 0 0 0 0 0 0 0 0 0 ROBERT RUSBULDT CEO 0 1100000 0 150000 0 7334 0 28396 0 18048 0 1303778 0 0 EUGENE S COCKE CFO 0 255073 0 65000 0 0 0 27920 0 25154 0 373147 0 0 SCOTT KNEELAND GENERAL COUNSEL 0 235857 0 2500 0 0 0 23924 0 15958 0 278239 0 0 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 TRAADE ASSOCIATION NY 501(C)(6) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0