Independent Insurance Agents Association
Independent Insurance Agents Association is a private foundation based in Oklahoma City, Oklahoma. Its 2024 filing reports grants for higher-education scholarships to individual recipients in Oklahoma.
Independent Insurance Agents Association at a glance
In short: Independent Insurance Agents Association gave $15K across 17 grants in 2024 (avg $882.353), mostly in Oklahoma. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $15,000
- +7.1% vs 2023
- Grants made (2024)
- 17
- -15.0% vs 2023
- Average grant
- $882
- +26.1% vs 2023
- Median grant
- $1,000
- Total assets
- $306,428
- +9.5% vs 2023
- Primary geography
- Oklahoma (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Independent Insurance Agents Association
- How to Apply
-
The filing describes a scholarship application by mail or online, with the materials listed above. Scholarships are restricted to children of employees of Putnam City Schools, the Oklahoma City Police Department, or the Oklahoma City Fire Department, and to members of the Independent Insurance Agents Association of Greater Oklahoma City.
- Review Cycle
- The filing states that the deadline for that year was May 3, 2021. This is a past application cycle.
- Deadline
- The filing states that the deadline for that year was May 3, 2021.
- Contact
Application contact: Kevin Fillmore
Mailing address: 9401 Cedar Lake Avenue, Oklahoma City, OK 73114
Phone: (405) 843-5678
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Independent Insurance Agents Association funds
How this funder distributes its grants
Grant Size Distribution
77 grants across all recorded years
The most common grant size was under $50K: 77 grants of 77 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2024 went to recipients in Oklahoma.
Grant Distribution by State
Share of 2024 grant dollars across all 17 itemized grants.
States
Cities
How Independent Insurance Agents Association gives
- Giving held roughly steady from 2021 to 2024 (−19%). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $14K (2023) to $21K (2020). In 2024 it made 17 grants totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 17 individual scholarships Recipients not named | — | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $306,428 | $7,207 | $16,278 | $15,000 | 17 | $15,000 | $5,929 | — |
| 2023 | $279,799 | $7,607 | $15,587 | $14,000 | 20 | $14,000 | $6,020 | — |
| 2021 | $323,901 | $8,488 | $21,780 | $18,500 | 19 | — | $5,208 | — |
| 2020 | $292,335 | $5,221 | $22,593 | $21,000 | 21 | — | $3,628 | $14,247 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Grantmaking
In filing year 2024, the foundation gave 17 grants totaling $15,000. Grants ranged from $500 to $1,000, with a median of $1,000. The largest listed grants were $1,000 scholarships for higher education to individual recipients.
The foundation’s 2023 filing states that it does not restrict giving to preselected organizations. Scholarship applications may be mailed or submitted online. Applicants are asked to provide GPA, standardized test scores, high school transcripts, and information about extracurricular activities, awards, and recognitions. The filing names Kevin Fillmore as the application contact.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Chris Torres as Vice President; Kevin Fillmore, Leann Sanderson, and David Paine as Directors; Avery Moore and Gerald Keeton under Schools; Mark Carlin as Secretary/Treasurer; Kelly McLemore as Past President; Stewart Berrong as President; and Shania Slavick under Advertising.
Independent Insurance Agents Association is led by Stewart Berrong, President since 2024 (on filings since 2021); none of the 11 officers listed in 2024 report compensation.
Officers on the 2024 filing
Stewart Berrong
President
Director → Vice President, 2023
Vice President → President, 2024
On filings since 2021
1 hr/week
No compensation reported
David Paine
Director
Past President → Director, 2023
On filings since 2020
1 hr/week
No compensation reported
Kevin Fillmore
Director
President → Past President, 2021
Past President → Director, 2023
On filings since 2020
No compensation reported
Leann Sanderson
Director
On filings since 2023
1 hr/week
No compensation reported
Krista Kautz
Director
New on the 2024 filing
No compensation reported
Kelly McLemore
Past President
Director → President, 2023
President → Past President, 2024
On filings since 2020
1 hr/week
No compensation reported
Mark Carlin
Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Gerald Keeton
Schools
Director → Schools, 2023
On filings since 2021
1 hr/week
No compensation reported
Chris Torres
Vice President
Director → Vice President, 2024
On filings since 2023
1 hr/week
No compensation reported
Shania Slavick
Advertising
On filings since 2023
No compensation reported
Avery Moore
Schools
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (5)
- Former: Keith Shideler (2020–2023) — Past President
- Former: Cody Cornelius (2020–2021) — Vice President
- Former: Jeff Campbell (2020–2021) — Director
- Former: Jaime Moore (2021) — Director
- Former: Ed Nelson (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Independent Insurance Agents Association
How much does Independent Insurance Agents Association give each year?
Independent Insurance Agents Association gave $15K across 17 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $14K across 20 grants.
What is Independent Insurance Agents Association's typical grant size?
Independent Insurance Agents Association's median grant in 2024 was $1,000, and its average grant was $882, across 17 grants on its 2024 IRS Form 990-PF.
Where does Independent Insurance Agents Association give grants?
Independent Insurance Agents Association gives mostly in Oklahoma: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does Independent Insurance Agents Association give general operating support?
Not in 2024: none of the 17 grants with a stated purpose on Independent Insurance Agents Association's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship for Higher Education" (17 grants).
How large is Independent Insurance Agents Association?
Independent Insurance Agents Association reported $306K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $7K.
How do I apply for a grant from Independent Insurance Agents Association?
The filing describes a scholarship application by mail or online, with the materials listed above. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Independent Insurance Agents Association's EIN?
Independent Insurance Agents Association's EIN (Employer Identification Number) is 73-6125907. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Figures come from Independent Insurance Agents Association's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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