2024-07-15T21:19:00-05:00 2023-08-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2022-09-01 510152307 IIAA EDUCATIONAL FOUNDATION IIAA 7036834422 127 SOUTH PEYTON ST ALEXANDRIA VA 223142879 EUGENE S COCKE CFO 7036834422 2024-07-15 1 EUGENE COCKE 999009999 1 DANIEL O'SHEA P00957510 3016529100 2024-07-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHARLES E SYMINGTON JR 127 SOUTH PEYTON ST ALEXANDRIA VA 223142879 300472 0 X WWW.INDEPENDENTAGENT.COM X 1975 NY ORGANIZED TO PROVIDE SCHOLARSHIPS, CHARITY OR OTHER FINANCIAL ASSISTANCE TO INDIVIDUALS. 10 4 0 5 0 0 46085 300472 0 0 0 0 0 0 46085 300472 127200 181949 0 0 0 0 0 0 0 1591 8226 128791 190175 -82706 110297 843269 960322 0 6756 843269 953566 ORGANIZED TO PROVIDE SCHOLARSHIPS, CHARITY OR OTHER FINANCIAL ASSISTANCE TO INDIVIDUALS OR BUSINESSES, AND TO FOSTER PROJECTS FOR EDUCATIONAL RESEARCH. 0 0 182049 181949 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, 2023, THE ORGANIZATION AWARDED OVER $100,000 IN GRANTS TO QUALIFIED RECIPIENTS. THE FUNDING FOR THE FOUNDATION IS DERIVED FROM DONATIONS FROM IIABA MEMBERS, OTHER INDUSTRY ORGANIZATIONS AND INSURANCE CARRIERS. 182049 1 1 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 1 1 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 X 0 6362 0 EUGENE S COCKE CFO 1.00 48.50 X X 0 406525 56378 GREG SANDROCK TRUSTEE 1.00 X 0 1540 0 JOHN COSTELLO CHAIRMAN 1.00 5.00 X X 0 32863 0 LOU MORAN III TRUSTEE 1.00 X 0 9904 0 MICHAEL MCBRIDE TRUSTEE 1.00 5.00 X 0 18618 0 ROBERT FEE TRUSTEE 1.00 5.00 X 0 28684 0 ROBERT RUSBULDT CEO 1.00 69.00 X X 0 1707319 48815 SCOTT KNEELAND GENERAL COUNSEL 1.00 54.00 X X 0 285106 44795 TODD JACKSON TRUSTEE 1.00 X 0 8642 0 0 2505563 149988 0 0 1 0 0 300472 300472 300472 0 0 0 26213 26213 155736 155736 2080 2080 2216 2216 3830 3830 BUSINESS LICENSE FEES 100 100 190175 182049 8126 0 843269 957920 0 2402 843269 960322 0 6756 0 6756 X 843269 953566 843269 953566 843269 960322 110297 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 8/31/23, 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 DUE TO AFFILIATE 6756 6756 0 MCDANIEL INSURANCE SOLUTIONS LLC 3443 HANCOCK BRIDGE PKWY 201 NORTH FORT MYERS FL 33903 843610646 15000 0 TCDRF GRANT 0 1 TCDRF-RELATED GRANT 41 155736 0 0 0 0 0 0 0 0 0 ROBERT RUSBULDT CEO 0 1150000 0 550000 0 7319 0 29610 0 19205 0 1756134 0 0 EUGENE S COCKE CFO 0 342525 0 64000 0 0 0 29610 0 26768 0 462903 0 0 SCOTT KNEELAND GENERAL COUNSEL 0 246106 0 39000 0 0 0 27851 0 16944 0 329901 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 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