Independent Insurance Agents of Tennessee Inc
The organization offers support to independent insurance agencies through lobbying, offering products for agency needs, education, and resources in order to beter serve the public and their company.
Independent Insurance Agents of Tennessee Inc at a glance
- Total assets
- $7,150,135
- +17.2% vs 2024
- Revenue (2025)
- $2,026,073
- -5.8% vs 2024
- Net investment income (2025)
- $251,275
- -19.6% vs 2024
- Expenses (2025)
- $1,690,312
- -11.4% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated November 2026.
Who Independent Insurance Agents of Tennessee Inc funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 1 grant totaling $19K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mountain Ways Gatlinburg, TN | Hurricane Relief | $19,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $7,150,135 | $2,026,073 | $1,690,312 | — | — | $251,275 |
| 2024 | $6,099,941 | $2,150,492 | $1,906,963 | $19,000 | 1 | $312,519 |
| 2023 | $5,857,490 | $2,039,535 | $1,753,259 | — | — | $100,218 |
| 2022 | $5,399,869 | $1,912,197 | $1,875,359 | — | — | $65,351 |
| 2021 | $5,696,060 | $1,915,958 | $1,618,018 | — | — | $9,638 |
| 2020 | $5,789,407 | $1,986,892 | $1,721,102 | — | — | $7,410 |
| 2019 | $4,780,629 | $1,891,084 | $2,368,058 | — | — | $263,562 |
About Independent Insurance Agents of Tennessee Inc
Based on IRS filings
Independent Insurance Agents of Tennessee Inc is a public charity, based in Nashville, TN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $7.2M in total assets. Net investment income was $251K.
Leadership & Key People
Officers and directors from IRS filings
Independent Insurance Agents of Tennessee Inc is led by Kristen Gulson, Executive Director on every filing since 2024; 2 of 20 officers listed in 2025 are compensated.
Officers on the 2025 filing
Kristen Gulson
Executive Director
On filings since 2024
40 hrs/week
$76K (2024) → $171K (2025)
Battle Bagley III
President
Vice President Region II → President, 2025
On filings since 2023
2 hrs/week
No compensation reported
Stephen W. Holmes
Director of for Profit
On filings since 2023
40 hrs/week
$115K (2023) → $126K (2025)
John McInturff III
National Director
Secretary → Treasurer, 2022
Treasurer → National Director, 2023
On filings since 2020
2 hrs/week
No compensation reported
Matt Felfendreher
Region Director
Board Member → Region Director, 2024
On filings since 2022
1 hr/week
No compensation reported
Andrew Maddox
Region Director
On filings since 2024
1 hr/week
No compensation reported
Stuart Oakes
Region Director
On filings since 2024
1 hr/week
No compensation reported
Brent Chance
Region Director
New on the 2025 filing
1 hr/week
No compensation reported
David Clark
Region Director
New on the 2025 filing
1 hr/week
No compensation reported
Jack Thoma
Region Director
New on the 2025 filing
1 hr/week
No compensation reported
Jonathan Peters
Young Agents Director
New on the 2025 filing
1 hr/week
No compensation reported
Mitch Rader
Region Director
New on the 2025 filing
1 hr/week
No compensation reported
Sam Bradshaw
Region Director
New on the 2025 filing
1 hr/week
No compensation reported
Tim Treadwell
Region Director
New on the 2025 filing
1 hr/week
No compensation reported
Brandon Clark
Secretary
Board Member → Secretary, 2025
On filings since 2019
2 hrs/week
No compensation reported
Richard H. Whitley
Treasurer
Board Member → Secretary, 2022
Secretary → Treasurer, 2023
On filings since 2019
2 hrs/week
No compensation reported
Paul Steele
Vice President Region
Board Member → Region Director, 2023
Region Director → Vice President Region, 2025
On filings since 2020
2 hrs/week
No compensation reported
Bobby Sain
Immediate Past President
Vice President Region I → President-Elect, 2024
President-Elect → Immediate Past President, 2025
On filings since 2022
1 hr/week
No compensation reported
Kevin Ownby
Vice President Region & President Elect
Secretary → Vice President Region, 2024
Vice President Region → Vice President Region & President Elect, 2025
On filings since 2023
2 hrs/week
No compensation reported
Portis Tanner
Vice President Region
New on the 2025 filing
2 hrs/week
No compensation reported
Former officers (36)
- Former: Jamie Williams (2020–2024) — Secretary
- Former: Kymberly Clevenger (2020–2024) — President
- Former: Matt Swallows (2020–2024) — Immediate Past President
- Former: Chip Piper (2022–2024) — Region Director
- Former: Cy Young (2022–2024) — Region Director
- Former: Tim Goss (2022–2024) — Region Director
- Former: Josh Gibbons (2023–2024) — Region Director
- Former: Pamela Wells (2023–2024) — Region Director
- Former: Cam Winterburn (2024) — Region Director
- Former: Samantha Organek (2024) — Young Agents Director
- Former: Norfleet Anthony III (2019–2023) — Immediate Past President
- Former: Bill Oldham III (2020–2023) — Region Director
- Former: Eric Collison (2020–2023) — Region Director
- Former: Ronald Travis (2020–2023) — Executive Director
- Former: Cameron Winterburn (2023) — Region Director
- Former: John Brock (2023) — Young Agents Director
- Former: Bob McIntire (2019–2022) — Immediate Past President
- Former: Cindy Widener-Winn (2020–2022) — Board Member
- Former: Cynthia Gresham (2020–2022) — National Director
- Former: Reno Benson (2020–2022) — Board Member
- Former: Keith Phelps (2019–2021) — Board Member
- Former: Taylor Porch (2019–2021) — Board Member
- Former: Derek Wright (2020–2021) — Board Member
- Former: Ashley Gold (2019–2020) — Executive Director
- Former: Mark Slater Jr. (2019–2020) — Board Member
- Former: Alan Sisk (2019) — Board Member
- Former: Chip Fridrich Jr. (2019) — Vice President
- Former: Chip Hoover (2019) — Secretary
- Former: Chris Allison (2019) — Board Member
- Former: Christy E. Jones (2019) — Board Member
- Former: Joe A. Hunt Jr. (2019) — President
- Former: John D. McCord (2019) — Board Member
- Former: Louis S. Moran III (2019) — Board Member
- Former: Tim Roberts (2019) — Treasurer
- Former: Timothy J. Witt (2019) — Board Member
- Former: Tommy Allmon (2019) — Board Member
Data from IRS Form 990 filings, 2019–2025. "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 $171K, to Kristen Gulson (Executive Director). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Independent Insurance Agents of Tennessee Inc
How large is Independent Insurance Agents of Tennessee Inc?
Independent Insurance Agents of Tennessee Inc reported $7.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.0M.
Where does Independent Insurance Agents of Tennessee Inc operate?
Independent Insurance Agents of Tennessee Inc has awarded grants in Tennessee.
What is Independent Insurance Agents of Tennessee Inc's EIN?
Independent Insurance Agents of Tennessee Inc's EIN (Employer Identification Number) is 62-0379523. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated November 2026. Sourced from IRS Form 990 filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS September 9, 2020)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 12, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS September 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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Figures come from Independent Insurance Agents of Tennessee Inc'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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