2021-06-28T13:46:11-05:00 2020-08-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2019-09-01 510152307 IIAA EDUCATIONAL FOUNDATION IIAA 7036834422 127 S PEYTON ST ALEXANDRIA VA 223142879 EUGENE S COCKE CFO 7036834422 2021-06-28 1 MIKE SORRELLS P00001737 2022932200 2019 2022-09-23 18:48:47Z ROBERT RUSBULDT 127 S PEYTON ST ALEXANDRIA VA 223142879 2876105 0 X WWW.INDEPENDENTAGENT.COM X 1975 NY ORGANIZED TO PROVIDE SCHOLARSHIPS, CHARITY OR OTHER FINANCIAL ASSISTANCE TO INDIVIDUALS OR BUSINESSES, AND TO FOSTER PROJECTS FOR EDUCATIONAL RESEARCH. 10 7 0 7 0 0 112280 2876105 0 0 0 -109956 0 0 112280 2766149 82500 1428000 0 0 0 2564 0 0 0 0 12172 82500 1442736 29780 1323413 160765 1484939 0 761 160765 1484178 ORGANIZED TO PROVIDE SCHOLARSHIPS, CHARITY OR OTHER FINANCIAL ASSISTANCE TO INDIVIDUALS OR BUSINESSES, AND TO FOSTER PROJECTS FOR EDUCATIONAL RESEARCH. 0 0 1428000 1428000 IN RECENT YEARS, THE FOUNDATION'S PROGRAMS HAVE FOCUSED ON PROVIDING DISASTER RELIEF. FOR THE YEAR ENDED AUGUST 31, 2020, THE ORGANIZATION AWARDED $1.4M IN GRANTS TO ASSIST WITH RELIEF EFFORTS ASSOCIATED WITH FLOODS AND THE COVID-19 PANDEMIC. NINETY-NINE PERCENT OF GRANTS AWARDED WENT TOWARDS ASSISTING THOSE AFFECTED BY THE COVID-19 PANDEMIC. THIS LEVEL OF ASSISTANCE WAS POSSIBLE ONLY AFTER COMPANY PARTNERS DONATED FUNDS TO THE FOUNDATION TO BE DIRECTED TOWARDS HELPING INDIVIDUALS AND INSURANCE AGENCIES. 1428000 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 0 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 X 10 7 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 S PEYTON ST ALEXANDRIA VA 223142879 X JON A JENSEN TRUSTEE 1.00 X 0 0 0 ROBERT FEE TRUSTEE 1.00 X 0 0 0 JOHN COSTELLO TRUSTEE 1.00 X 0 0 0 W MICHAEL MCBRIDE TRUSTEE 1.00 X 0 0 0 S TODD JACKSON TRUSTEE 1.00 X 0 0 0 LOU MORAN III TRUSTEE 1.00 X 0 0 0 JOSEPH P LEAHY TRUSTEE 1.00 X 0 0 0 ROBERT RUSBULDT CEO 1.00 X X 0 0 0 EUGENE S COCKE CFO 1.00 X X 0 0 0 SCOTT KNEELAND GENERAL COUNSEL 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 2876105 2876105 109956 -109956 -109956 -109956 2766149 0 0 -109956 1428000 1428000 2564 2564 12172 12172 1442736 1428000 14736 0 160765 1482249 0 2690 160765 1484939 0 761 0 761 X 160765 1484178 160765 1484178 160765 1484939 1323413 0 X 0 0 0 X X 1 INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC 135665571 10 1 0 0 1 0 0 1 0 1 1 1 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 8/31/20, 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 0 KAPLANSKY INSURANCE AGENCY INC 10 KEARNEY ROAD NEEDHAM MA 02494 042994891 5500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS DIABLO VALLEY INSURANCE AGENCY INC 801 YGNACIO VALLEY RD WALNUT CREEK CA 94596 943290146 5500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS KB INSURANCE GROUPFUSA INSURANCE AGENCY 17 W MAIN ST CORTEZ CO 81321 842925081 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS PACIOTTI INSURANCE AGENCY 320 MAIN ST DICKSON CITY PA 18519 232383376 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS KARL WEIDEL INC 23 SOUTH WARREN STREET TRENTON NJ 08608 222024296 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS STONE INSURANCE INC 111 VETERANS BLVD METAIRIE LA 70005 436439659 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS HANSON AND RYAN 87 LACKAWANNA AVE TOTOWA NJ 07512 021170330 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS PLATTE VALLEY INSURANCE CORPORATION 509 W KOEING ST GRAND ISLAND NE 68801 470698355 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS POLAND AND SULLIVAN INSURANCE P O BOX 418 NEWARK DE 19715 510110608 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS BETH ROGERS AGENCY INC 4072 W HENRIETTA RD ROCHESTER NY 14623 273545940 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS CHATTERTON INSURANCE AGENCY 150 MAIN ST PAWTUCKET RI 02860 050343082 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS DOHERTY DUGGAN HART & TIERNAN INSURORS INC P O BOX 71628 ALBANY GA 31708 581313758 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS HILL HAMILTON INC DBA COVERLINK INSURANCE 200 DOWEL AVE BELLEFONTAINE OH 43311 341339727 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS MASTERSON INSURANCE AGENCY INC 3107 RT 22 PATTERSON NY 12563 061357482 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS TOEDT INSURANCE AGENCY 17 WENDELL DR ALBANY NY 12205 204811507 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS HOWARD RISK ADVISORS LLC 201 W VERMILION ST LAFAYETTE LA 70501 272839795 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS KELLY INSURANCE AGENCY INC 101 WOODROW WILSON DR VALDOSTA GA 31602 460608909 6000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS PROFESSIONAL LIABILITY AGENCY DBA PLA INSURANCE SERVICES 2213 FOREST HILLS DRIVE HARRISBURG PA 17112 251878723 6500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS NETO INSURANCE AGENCY INC 96 ROCKDALE AVE BEDFORD ME 02740 042633888 6500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS SENTRYWEST INSURANCE SERVICES 3860 SOUTH 2300 EAST SALT LAKE CITY UT 84109 870361732 7000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS HARRY E BRAY INSURANCE 6926 OLD NC HWY 86 N PROVIDENCE NC 27315 560766871 7000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS MCMAHON AGENCY INC 2301 GEORGE URBAN BLVD DEPEW NY 14043 160951079 7000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS RISKPOINT INSURANCE ADVISORS LLC 5285 SW MEADOWS ROAD LAKE OSWEGO OR 97035 271369286 7000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS VARINE-SLAVININC 513 LOWRY AVENUE JEANNETTE PA 15644 251386922 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS CYNTHIA WOLTZ INSURANCE AGENCY INC 205 FLUVANNA AVE JAMESTOWN NY 14701 510418717 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS INSURANCE TIME OF BRADENTON INC 802 6TH AVE W BRADENTON FL 34205 203554992 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS JFA INSURANCE BROKERAGE AND ASSOCIATES INC 25 31 FRANCIS LEWIS BLVD BAYSIDE NY 11358 112696401 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS A A HAMMERSMITH INSURANCE AGENCY 210 ERIE STREET NORTH MASSILLON OH 44646 341008099 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS TRI-COUNTY AGENCY INC P O BOX 997 LILINGTON NC 27546 381902808 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS MEARHOFF INSURANCE AGENCY INC 3101 FREEMANSBURG AVE EASTON PA 18045 231673797 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS MCINNIS INSURANCE SERVICES INC 7814 OFFICE PARK BLVD BATON ROUGE LA 70809 720516346 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS GRINNELL INSURANCE AGENCY INC P O BOX 106 GRINNELL IA 50112 420859371 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS STEELE INSURANCE ASSOCIATES INC 48259 NATIONAL ROAD WEST ST CLAIRSVILLE OH 43950 341004486 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS KLINGER AND ASSOCIATES 19785 CRYSTAL ROCK DR GERMANTOWN MD 20874 522083190 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS G R LITTLE AGENCY AGENCY 203 E CHURCH ST ELIZABETH CITY NC 27909 560645473 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS ADEMINO & ASSOCIATE 1001 TRUMAN ST KIMBERLY WI 54136 821765095 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS ACTION INSURANCE SERVICE INC 45445 MOUND RD UTICA MI 48317 381628524 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS HGID INC DBA HORST INSURANCE P O BOX 3320 LANCASTER PA 17604 232182039 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS THE NEW R C INSURANCE 4751 NORTHFIELD RD CLEVELAND OH 44128 943450996 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS CHAMPOUX INSURANCE AGENCY 150 EAST AVENUE LEWISTON ME 04240 010525093 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS WALTER J MAY INSURANCE AGENCY INC 188 WHITING STREET HINGHAM MA 02043 042432940 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS KOVERAGE INSURANCE GROUP LLC 657 ENFIELD STREET ENFIELD CT 06082 822576058 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS THE RON KEATS INSURANCE AGENCY INC 485 JERICHO TPK MINEOLA NY 11501 113291452 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS JIM GILL AGENCY INC 215 W MAIN STREET CHERRYVALE KS 67335 480685831 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS TOOFER-FERRARIS AGENCY INC 43 DANBURY ROAD WILTON CT 06897 060270988 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS A DAVID RISMAN INS AGENCY INC 689 FELLSWAY MEDFORD ME 02155 043043080 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS SENTINEL RISK ADVISORS 4700 SIX FORKS ROAD RALEIGH NC 27609 364827574 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS BYRNE INSURANCE AGENCY INC P O BOX 1505 NATCHEZ MS 39121 640434791 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS ROBERTSON INSURANCE GROUP LLC 925 W BROAD ST BETHLEHEM PA 18018 383758625 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS GREAT LAKES AGENCY INC P O BOX 350 ARMSTRONG IA 50514 421415433 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS SCHECHNER LIFSON CORPORATION 4 CHATHAM ROAD SUMMIT NJ 07901 222587399 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS CLEMENTS AND COMPANY 1301 K STREET NW WASHINGTON DC 20005 520809479 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS TRIANGLE INSURANCE ASSOCIATES LLC 222 N BICKETT BLVD LOUISBURG NC 27549 271244412 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS KRA INSURANCE AGENCY INC 871 MOUNTAIN AVENUE SPRINGFIELD NJ 07081 222133074 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS O'NEILL INSURANCE AGENCY INC P O BOX 440 WADSWORTH OH 44282 341682810 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS CAPUTO INSURANCE AGENCY 6824 BIG BEAVER BLVD BLVD FALLS PA 15010 251462058 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS CHARLES A BOYER INC 258 RIVER STREET MANISTEE MI 49660 381481533 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS RENN INSURANCE AGENCY INC P O BOX 955 ORTONVILLE MI 48462 274516805 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS MOREMAN MOORE AND COMPANY INC 820 JORDAN STREET SHREVEPORT LA 71101 721012388 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS ALLIED INSURANCE MANAGERS INC 1055 SOUTH BLVD EAST ROCHESTER HILLS MI 48307 382751873 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS CREECH RODDEY WATSON INC P O BOX 70 SUMTER SC 29151 570234920 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS CRYSTAL INSURANCE GROUP INC 1801 BELMONT RD NW WASHINGTON DC 20009 522330981 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS PURDY INSURANCE AGENCY INC 136 MARKET STREET SUNBURY PA 17801 231668332 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS GUNN-MOWERY LLC 650 N 12TH STREET LEMOYNE PA 17043 810587373 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS SULLIVAN INSURANCE AND FINANCIAL INC 487 GROVELAND ST HAVERHILL MA 01830 043289021 7500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS ANTALEK & MOORE INSURANCE AGENCY LLC 340 MAIN ST BEACON NY 12508 141816896 8000 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS MASTERPOLE MURPHY AGENCY INC 1524 WEST FAYETTE ST SYRACUSE NY 13204 160969165 8500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS TEN EYCK GROUP 1924 WESTERN AVE ALBANY NY 12203 141111080 8500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS PELNIK INSURANCE OF CARY NC INC 100 RIDGEVIEW DRIVE CARY NC 27511 561795690 8500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS MALONEY & MALONEY INC 108 WEST MONTAUK HAMPTON BAYS NY 11946 112358590 8500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS PARK SERVICES INC DBA ARTEK INSURANCE SERVICES 777 BEDFORD AVE BROOKLYN NY 11205 452388049 8500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS GLEICHAUF AGENCY LLC 7700 PITTSFORD PALMYRA RD FAIRPORT NY 14450 453058216 8500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS MGI BROKERAGE INC 1309 54TH STREET BROOKLYN NY 11219 208384859 8500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS THE TOWN AGENCY INC 1205 FRANKLIN AVENUE GARDEN CITY NY 11530 112305952 8500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS THE NACCARATO INSURANCE AGENCY INC 100 ULSTER AVENUE SAUGERTIES NY 12477 141767445 8500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS ANTHONY S CUPO AGENCY 50 MOUNT PROSPECT AVE CLIFTON NJ 07013 221526132 8500 TO PROVIDE DISASTER ASSISTANCE DURING TIMES OF CRISIS 0 76 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 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0