The Council of Insurance Agents and Brokers
The council was established to promote the interests of its members, who comprise leading insurance agencies and brokerage firms.
The Council of Insurance Agents and Brokers at a glance
In short: The Council of Insurance Agents and Brokers gave $90K across 4 grants in 2024 (avg $23K), mostly in Virginia. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $90,000
- -48.6% vs 2023
- Grants made (2024)
- 4
- -33.3% vs 2023
- Average grant
- $22,500
- -22.9% vs 2023
- Median grant
- $15,000
- Total assets
- $54,917,385
- -0.5% vs 2023
- Primary geography
- Virginia (56% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
How to apply to The Council of Insurance Agents and Brokers
Open Grants
2 open opportunities from The Council of Insurance Agents and Brokers
Council Foundation Scholarship Program
The Council of Insurance Agents and Brokers
Amount
$420,000 total (awarded to 80+ interns)
Deadline
Deadline not published
Dave Oberkircher Future Leaders Fund
The Council of Insurance Agents and Brokers
Amount
Varies
Deadline
Deadline not published
Who The Council of Insurance Agents and Brokers funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Foundation to Eradicate Duchenne ($50K). Together the top 4 received $90K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 13 grants of 19 (68%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
How The Council of Insurance Agents and Brokers gives
- Giving grew 50% from 2021 to 2024. Method
From the foundation's IRS Form 990 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 $60K (2021) to $175K (2023). In 2024 it made 4 grants totaling $90K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Foundation to Eradicate Duchenne Alexandria, VA | Epicurean Sponsorship | $50,000 |
| American Friends of the Hebrew University Inc New York, NY | Charitable Contribution | $15,000 |
| Human Rights Campaign Foundation Washington, DC | Chefs for Equality | $15,000 |
| Broadfutures Inc Washington, DC | Sustaining Sponsor | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $54,917,385 | $29,384,112 | $26,297,610 | $90,000 | 4 | $1,027,115 |
| 2023 | $55,204,420 | $27,285,841 | $23,440,813 | $175,000 | 6 | $876,431 |
| 2022 | $48,445,728 | $23,670,266 | $19,530,498 | $85,000 | 3 | $523,847 |
| 2021 | $31,053,898 | $21,421,690 | $15,620,383 | $60,000 | 2 | $1,082,188 |
| 2020 | $26,104,164 | $12,703,508 | $13,472,469 | $105,200 | 4 | $420,397 |
About The Council of Insurance Agents and Brokers
Based on IRS filings
The Council of Insurance Agents and Brokers is a public charity, based in Washington, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $54.9M in total assets. In 2024, it awarded 4 grants totaling $90K. Net investment income was $1.0M.
Leadership & Key People
Officers and directors from IRS filings
The Council of Insurance Agents and Brokers is led by Joel R. Wood, President & CEO since 2024 (on filings since 2020); 14 of 49 officers listed in 2024 are compensated.
Officers on the 2024 filing
Joel R. Wood
President & CEO
Senior Vice President & Government Affairs → President, 2023
President → President & CEO, 2024
On filings since 2020
36.4 hrs/week
$716K (2020) → $1M (2024)
Ken A. Crerar
Executive Chairman
President & CEO → CEO, 2023
CEO → Executive Chairman, 2024
On filings since 2020
37.5 hrs/week
$1.5M (2020) → $5.6M (2024)
Keith Schuler
Chair
Treasurer → Vice Chair, 2023
Vice Chair → Chair, 2024
On filings since 2020
0.3 hrs/week
No compensation reported
Brenda Ballard Austenfeld
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Bumpy Triche
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Chris Boone
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Jacques Verlingue
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Jim Bailey
Director
On filings since 2020
0.3 hrs/week
No compensation reported
John Tallarida
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Kate Armfield
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Michael Christian
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Peter Krause
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Scott Purviance
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Tom Hughston
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Walter Fawcett
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Hiram Marrero
Director
On filings since 2021
0.3 hrs/week
No compensation reported
Jim Henderson
Director
On filings since 2021
0.3 hrs/week
No compensation reported
Powell Brown
Director
On filings since 2021
0.3 hrs/week
No compensation reported
William Pridgeon
Director
On filings since 2021
0.3 hrs/week
No compensation reported
Kerry Morris
Director
On filings since 2022
0.3 hrs/week
No compensation reported
Rusty Reid
Director
On filings since 2022
0.3 hrs/week
No compensation reported
Cynthia Beveridge
Director
On filings since 2023
0.3 hrs/week
No compensation reported
Jeff Rodriguez
Director
On filings since 2023
0.3 hrs/week
No compensation reported
Joh Eltham
Director
On filings since 2023
0.3 hrs/week
No compensation reported
Kate Bang
Director
On filings since 2023
0.3 hrs/week
No compensation reported
Michael Chang
Director
On filings since 2023
0.3 hrs/week
No compensation reported
Peter Gruenbeg
Director
On filings since 2023
0.3 hrs/week
No compensation reported
Douglas Hammond
Director
New on the 2024 filing
0.3 hrs/week
No compensation reported
Jacque Roth
Director
New on the 2024 filing
0.3 hrs/week
No compensation reported
James Parker
Director
New on the 2024 filing
0.3 hrs/week
No compensation reported
Jochen Koerner
Director
New on the 2024 filing
0.3 hrs/week
No compensation reported
Matthew Kirk
Director
New on the 2024 filing
0.3 hrs/week
No compensation reported
Michael Victorson
Director
New on the 2024 filing
0.3 hrs/week
No compensation reported
Robert Cawley
Director
New on the 2024 filing
0.3 hrs/week
No compensation reported
Benita Harrison-Wickline
Chief Financial Officer
On filings since 2020
35.6 hrs/week
$411K (2020) → $460K (2024)
Catherine Richardson
Chief Operating Officer
Senior Vice President → Chief Operating Officer, 2023
On filings since 2020
36 hrs/week
$366K (2020) → $726K (2024)
Elizabeth McDaid
Foundation & Executive Vice President
Senior Vice President, Leadership & Management Resources → Senior Vice President, Leadership & Management, 2023
Senior Vice President, Leadership & Management → Foundation & Executive Vice President, 2024
On filings since 2020
26.3 hrs/week
$331K (2020) → $380K (2024)
Susan Rushford
Senior Vice President, Mktg & Communications
Senior Vice President, Marketing & Communications → Senior Vice President, Mktg & Committee, 2023
Senior Vice President, Mktg & Committee → Senior Vice President, Mktg & Communications, 2024
On filings since 2020
35.6 hrs/week
$315K (2020) → $373K (2024)
Joel T. Kopperud
Senior Vice President & Government Affiars
Vice President & Government Affairs → Senior Vice President & Government Affairs, 2022
Senior Vice President & Government Affairs → Senior Vice President & Government Affiars, 2024
On filings since 2021
37.5 hrs/week
$298K (2021) → $480K (2024)
Ken Haltenhof
Senior Vice President & Membership
Vice President & Member Engagement → Vice President & Membership, 2022
Vice President & Membership → Senior Vice President & Membership, 2024
On filings since 2021
37.5 hrs/week
$180K (2021) → $208K (2024)
Paula J. Staley
Senior Vice President & Meetings
On filings since 2021
36.4 hrs/week
$178K (2021) → $219K (2024)
Blaire Bartlett
Vice President, Government & Political Affairs
On filings since 2022
37.5 hrs/week
$198K (2022) → $289K (2024)
Beth McMahon
Vice President, People & Culture
Vice President & People Culture → Vice President, People & Culture, 2024
On filings since 2023
37.5 hrs/week
$263K (2023) → $273K (2024)
Lindsay Dames
Vice President, External Affairs & Sponsorship
On filings since 2023
37.5 hrs/week
$226K (2023) → $270K (2024)
Nicole Vasile
Vice President, Mktg & Communications
Vice President, Marketing & Communications → Vice President, Mktg & Communications, 2024
On filings since 2023
35.6 hrs/week
$179K (2023) → $187K (2024)
Julia Ruiz
Senior Vice President, Leadership & Management Resources
New on the 2024 filing
34.5 hrs/week
$257K (2024)
Andrew Barrengos
Vice Chair
Secretary → Treasurer, 2023
Treasurer → Vice Chair, 2024
On filings since 2020
0.3 hrs/week
No compensation reported
Eric Leavitt
Secretary
Director → Secretary, 2024
On filings since 2020
0.3 hrs/week
No compensation reported
John Howard
Treasurer
Director → Secretary, 2023
Secretary → Treasurer, 2024
On filings since 2020
0.3 hrs/week
No compensation reported
Former officers (29)
- Former: Bob Harrison (2020–2023) — Director
- Former: Clint Scott (2020–2023) — Director
- Former: Jochen Koemer (2020–2023) — Director
- Former: John Plummer (2020–2023) — Director
- Former: Ken Ewell (2020–2023) — Director
- Former: Mary Beth Sullivan (2020–2023) — Director
- Former: Mike Victorson (2020–2023) — Director
- Former: Robert J. Klonk (2020–2023) — Chair
- Former: Doug Hammond (2022–2023) — Director
- Former: Tarun Chopra (2022–2023) — Director
- Former: Bob Cawley (2020–2022) — Director
- Former: Kurt De Grosz (2020–2022) — Director
- Former: Kyle Lingscheit (2020–2022) — Director
- Former: Lori Goltermann (2020–2022) — Director
- Former: Nancy M. Mellard (2020–2022) — Chair
- Former: Sueann Schultz (2020–2022) — Director
- Former: Tim Prichard (2020–2022) — Director
- Former: Ed Page (2021–2022) — Director
- Former: Joe Larocco Jr. (2022) — Director
- Former: Maureen Lilienthal (2022) — Vice President, Leadership & Mngmnt Resources
- Former: Dan Keough (2020–2021) — Director
- Former: David O. Becker (2020–2021) — Chairman
- Former: Dirk Dejong (2020–2021) — Director
- Former: Jimmy Ward (2020–2021) — Director
- Former: Kevin Davis (2020–2021) — Director
- Former: Webb B. Milward (2020–2021) — Senior Vice President
- Former: Gracie Gerlach (2021) — Associate General Counsel
- Former: John Lumelleau (2020) — Director
- Former: Thomas Riley (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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $5.6M, to Ken a Crerar (Executive Chairman). 14 officers or directors reported compensation on that filing.
Frequently asked questions about The Council of Insurance Agents and Brokers
How much does The Council of Insurance Agents and Brokers give each year?
The Council of Insurance Agents and Brokers gave $90K across 4 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $175K across 6 grants.
What is The Council of Insurance Agents and Brokers's typical grant size?
The Council of Insurance Agents and Brokers's median grant in 2024 was $15,000, and its average grant was $22,500, across 4 grants on its 2024 IRS Form 990.
Where does The Council of Insurance Agents and Brokers give grants?
The Council of Insurance Agents and Brokers gives mostly in Virginia: 56% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest states were District of Columbia (28%) and New York (17%). The most frequent recipient cities were Washington, DC (2 grants).
Does The Council of Insurance Agents and Brokers give general operating support?
Not in 2024: none of the 4 grants with a stated purpose on The Council of Insurance Agents and Brokers's 2024 IRS Form 990 were described as general or operating support.
How large is The Council of Insurance Agents and Brokers?
The Council of Insurance Agents and Brokers reported $54.9M in total assets on its 2024 IRS Form 990. Its revenue that year was $29.4M.
What is The Council of Insurance Agents and Brokers's EIN?
The Council of Insurance Agents and Brokers's EIN (Employer Identification Number) is 13-1952497. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 4, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 9, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 8, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 24, 2025)
- IRS filings on file for fiscal years 2020–2024
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