Independent Insurance Agents and Brokers of America
To provide members with a sustainable competitive advantage. To promote and represent the common business interests of independent insurance agents and brokers within the industry and before government and the public.
Key facts about Independent Insurance Agents and Brokers of America
- EIN
- 13-5665571
- Latest 990 filing
- Form 990, 2025
- Total assets
- $30,511,178
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$30.5M
+4.3% YoY
Revenue
$13.0M
+5.1% YoY
Net Investment Income
$909K
+50.5% YoY
Expenses
$11.8M
-0.0% YoY
How Independent Insurance Agents and Brokers of America gives
- Giving held roughly steady from 2021 to 2024 (+0%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Independent Insurance Agents and Brokers of America
Based on IRS filings
Independent Insurance Agents and Brokers of America is a public charity, based in Alexandria, VA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $30.5M in total assets. Net investment income was $909K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $125K (2020) to $153K (2022). In 2024 it made 2 grants totaling $125K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 5 grants of 9 (56%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $30,511,178 | $29,254,425 | $28,779,460 |
| Revenue | $13,000,080 | $12,370,266 | $11,907,811 |
| Expenses | $11,810,932 | $11,815,869 | $12,988,717 |
| Net Investment Income | $908,928 | $603,915 | $59,135 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS June 29, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS July 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS July 17, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS July 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS July 15, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS July 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Independent Insurance Agents and Brokers of America is led by Charles E. Symington Jr., President & CEO since 2025 (on filings since 2020); 11 of 65 officers listed in 2025 are compensated.
Officers on the 2025 filing
Charles E. Symington Jr.
President & CEO
Senior Vice President & Govt Affairs → President & CEO, 2025
On filings since 2020
24 hrs/week
$581K (2020) → $437K (2025)
Kevin R. Brandt
Executive Director of Tc
Director of Operations → Executive Director of Tc, 2023
On filings since 2022
22 hrs/week
$78K (2023) → $109K (2025)
Mark S. Wolf
President of Bia
On filings since 2022
3 hrs/week
$17K (2022) → $23K (2025)
Todd Jackson
Chair
Chair-Elect → Chair, 2025
On filings since 2024
5 hrs/week
$29K (2025)
Raaed Awwad Haddad
Director of Federal Govt Affairs
On filings since 2024
45 hrs/week
$179K (2024) → $195K (2025)
Brad Jackson
Director
On filings since 2020
1 hr/week
No compensation reported
Brad Wilson
Director
On filings since 2020
1 hr/week
No compensation reported
Chad Bjugan
Director
On filings since 2020
1 hr/week
No compensation reported
Chris Floyd
Director
On filings since 2020
1 hr/week
No compensation reported
Diana Hornung Hanby
Director
On filings since 2020
1 hr/week
No compensation reported
Jeff Schlitt
Director
On filings since 2020
1 hr/week
No compensation reported
Karl Stedman
Director
On filings since 2020
1 hr/week
No compensation reported
Lori Reed
Director
On filings since 2020
1 hr/week
No compensation reported
Nancy Nicklow
Director
On filings since 2020
1 hr/week
No compensation reported
Scott McBride
Director
On filings since 2020
1 hr/week
No compensation reported
Tom Chamberlin
Director
On filings since 2020
1 hr/week
No compensation reported
Glen Davis
Director
On filings since 2021
1 hr/week
No compensation reported
Patrick Howard
Director
On filings since 2021
1 hr/week
No compensation reported
Andy Siegel
Director
On filings since 2022
1 hr/week
No compensation reported
Brad Greer
Director
On filings since 2022
1 hr/week
No compensation reported
David Cummard
Director
On filings since 2022
1 hr/week
No compensation reported
Doug Mayhew
Director
On filings since 2022
1 hr/week
No compensation reported
George Daly
Director
On filings since 2022
1 hr/week
No compensation reported
Heather Fortner
Director
On filings since 2022
1 hr/week
No compensation reported
Jana Foster
Director
On filings since 2022
1 hr/week
No compensation reported
Jared Blackwood
Director
On filings since 2022
1 hr/week
No compensation reported
Jeff Morris
Director
On filings since 2022
1 hr/week
No compensation reported
Jim Murphree
Director
On filings since 2022
1 hr/week
No compensation reported
John McInturff III
Director
On filings since 2022
1 hr/week
No compensation reported
Mark Monroe
Director
On filings since 2022
1 hr/week
No compensation reported
Matt Wood
Director
On filings since 2022
1 hr/week
No compensation reported
Michael Barrett
Director
On filings since 2022
1 hr/week
No compensation reported
Robert Nitsche
Director
On filings since 2022
1 hr/week
No compensation reported
Scott Gray
Director
On filings since 2022
1 hr/week
No compensation reported
Stephen Smelley
Director
On filings since 2022
1 hr/week
No compensation reported
Steve Madsen
Director
On filings since 2022
1 hr/week
No compensation reported
Wendy Tapley
Director
On filings since 2022
1 hr/week
No compensation reported
William Bishop
Director
On filings since 2022
1 hr/week
No compensation reported
Michael McCarron
Director
On filings since 2024
1 hr/week
No compensation reported
Ron Brunell
Director
On filings since 2024
1 hr/week
No compensation reported
Chip Atkins
Director
New on the 2025 filing
1 hr/week
No compensation reported
Christopher Rush
Director
New on the 2025 filing
1 hr/week
No compensation reported
Drew Higginbothom
Director
New on the 2025 filing
1 hr/week
No compensation reported
James Tyrin
Director
New on the 2025 filing
1 hr/week
No compensation reported
Jay Taylor
Director
New on the 2025 filing
1 hr/week
No compensation reported
Jerry Ford
Director
New on the 2025 filing
1 hr/week
No compensation reported
Jesse Konold
Director
New on the 2025 filing
1 hr/week
No compensation reported
Jill Roth
Director
New on the 2025 filing
1 hr/week
No compensation reported
Jo Erin Stuteville
Director
New on the 2025 filing
1 hr/week
No compensation reported
Johnny Beckmann
Director
New on the 2025 filing
1 hr/week
No compensation reported
Leo Paquin
Director
New on the 2025 filing
1 hr/week
No compensation reported
Mary Pursell
Director
New on the 2025 filing
1 hr/week
No compensation reported
Michelle O'Connor
Director
New on the 2025 filing
1 hr/week
No compensation reported
Nick Arnoldy
Director
New on the 2025 filing
1 hr/week
No compensation reported
Terri Dodrill
Director
New on the 2025 filing
1 hr/week
No compensation reported
Todd Anderson
Director
New on the 2025 filing
1 hr/week
No compensation reported
Angela Ripley
Chair Elect
Director → Chair Elect, 2025
On filings since 2020
5 hrs/week
$9K (2025)
Eugene S. Cocke
CFO
On filings since 2020
30 hrs/week
$135K (2020) → $228K (2025)
Nathan M. Riedel
Vice President & Political Affairs
On filings since 2020
50 hrs/week
$197K (2020) → $342K (2025)
Scott D. Kneeland
Chief Counsel
On filings since 2020
40 hrs/week
$99K (2020) → $216K (2025)
Michael McBride
Former Chair
Chair-Elect → Chair, 2024
Chair → Former Chair, 2025
On filings since 2023
5 hrs/week
$19K (2023) → $37K (2025)
Arumugan Pillai
Vice President
New on the 2025 filing
39 hrs/week
$105K (2025)
Greg Sandrock
Vice Chair
Director → Vice Chair, 2025
On filings since 2021
5 hrs/week
No compensation reported
Amanda B. Juratovic
Professional Liability Vice President
Assistant Vice President of Errors & Omissions Ops. → Professional Liability Vice President, 2024
On filings since 2022
No compensation reported
Aimee R. Branham
Vice President - Big I Advantage
On filings since 2024
No compensation reported
Former officers (67)
- Former: Brett Schultheis (2020–2024) — Director
- Former: Bryan Clinkscales (2020–2024) — Director
- Former: Elizabeth D. Montgomery (2020–2024) — Vice President & Company Relations
- Former: Michael Funkhouser (2020–2024) — Director
- Former: Reid Higashi (2020–2024) — Director
- Former: Robert A. Rusbuldt (2020–2024) — CEO
- Former: Ross Johnson (2020–2024) — Director
- Former: Steve Leitch (2020–2024) — Director
- Former: Will Infantine (2020–2024) — Director
- Former: Ashley Brady (2021–2024) — Director
- Former: Bobby Salmon (2021–2024) — Director
- Former: Cindy Hower (2021–2024) — Director
- Former: Dan Maguire (2021–2024) — Director
- Former: Debra Schilz (2021–2024) — Director
- Former: George Chip Atkins III (2021–2024) — Director
- Former: Gerald Ford III (2021–2024) — Director
- Former: Jl Johnny Beckman (2021–2024) — Director
- Former: John R. Costello (2022–2024) — Former Chair
- Former: Melissa Gatto (2024) — Director
- Former: Jason P. Pals (2020–2023) — Software Architect
- Former: Michael Rivers (2020–2023) — Director
- Former: Stephen Zogby (2020–2023) — Director
- Former: Chris Boggs (2021–2023) — Vice President, Agent Development & Research
- Former: Mike Funkhouser (2021–2023) — Director
- Former: Mike McCarron (2022–2023) — Director
- Former: Bob Fee (2022) — Chair
- Former: Ann Watkins (2020–2021) — Director
- Former: Brian Harrison (2020–2021) — Director
- Former: Don Whitaker (2020–2021) — Director
- Former: Eldon Hunsicker (2020–2021) — Director
- Former: Eric Kingdon (2020–2021) — Director
- Former: Gary Frisch (2020–2021) — Director
- Former: Jon Jensen (2020–2021) — Chair
- Former: Kathy Yeager (2020–2021) — Director
- Former: Madelyn Flannagan (2020–2021) — Vice President & Agent Development
- Former: Mark Swarts (2020–2021) — Director
- Former: Shaw Johnson III (2020–2021) — Director
- Former: Stark Harbour (2020–2021) — Director
- Former: Tina Olson (2020–2021) — Director
- Former: William Hunt (2020–2021) — Director
- Former: Cindi Gresham (2021) — Director
- Former: Ed Davis (2021) — Director
- Former: Greg Gunn (2021) — Director
- Former: Jeff Grice (2021) — Director
- Former: Ken White (2021) — Director
- Former: Mitcheel Childers (2021) — Director
- Former: Ron Bixby (2021) — Director
- Former: Anthony Ambush (2020) — Director
- Former: Cynthia Gresham (2020) — Director
- Former: Cynthia Hower (2020) — Director
- Former: Daniel Maguire (2020) — Director
- Former: Deb Schilz (2020) — Director
- Former: Edward Davis (2020) — Director
- Former: G. Gunn (2020) — Director
- Former: Gregory Sandrock (2020) — Director
- Former: Jeffrey Jeff Grice (2020) — Director
- Former: John Beckmann (2020) — Director
- Former: Katherine Watson (2020) — Director
- Former: Kenneth White (2020) — Director
- Former: Leland Stanford (2020) — Director
- Former: Mitch Childers (2020) — Director
- Former: Ray Gallant (2020) — Director
- Former: Robert Salmon (2020) — Director
- Former: Ronald Bixby (2020) — Director
- Former: Shelby Jackson (2020) — Director of Finance
- Former: Stephen Kinkade (2020) — Director
- Former: W. Ashley Brady (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $437K, to Charles E Symington Jr (President & CEO). 11 officers or directors reported compensation on that filing.
Frequently asked questions about Independent Insurance Agents and Brokers of America
How large is Independent Insurance Agents and Brokers of America?
Independent Insurance Agents and Brokers of America reported $30.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $13.0M.
Where does Independent Insurance Agents and Brokers of America operate?
Independent Insurance Agents and Brokers of America has awarded grants in New York, Virginia.
What is Independent Insurance Agents and Brokers of America's EIN?
Independent Insurance Agents and Brokers of America's EIN (Employer Identification Number) is 13-5665571. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Independent Insurance Agents and Brokers of America by hand.
Explore Open Grants
Browse active grant opportunities in Independent Insurance Agents and Brokers of America's focus areas in our free grants database
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More Funders in Virginia
Independent Insurance Agents and Brokers of America down — hundreds of funders to go?