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Nonprofit · EIN 13-1952497

COUNCIL OF INSURANCE AGENTS & BROKERS

Tax-exempt · WASHINGTON, DC 20004

Financials

$27.3M$23.4M2023$29.4M$26.3M2024
Revenue Expenses · by fiscal year end
Financials of COUNCIL OF INSURANCE AGENTS & BROKERS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$29,384,112$26,297,610$3,086,502$54,917,385$23,932,629$30,984,756
December 31, 2023990$27,285,841$23,440,813$3,845,028$55,204,420$28,790,930$26,413,490
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$25,834,375
Investment income
$1,027,115
Royalties
$2,505,000
Net gain from sales of assets
$272,656
Other revenue
$2,522,622

Expenses

Grants and similar amounts paid
$115,500
Compensation of officers, directors and key employees
$6,314,834
Other salaries and wages
$3,913,062
Salaries, compensation and benefits (total)
$11,925,711
Professional fundraising fees
$0
Legal fees
$1,899,150
Accounting fees
$79,300
Occupancy
$1,685,311
Travel
$452,381
Depreciation
$293,482

Balance sheet and other

Total assets, start of year
$55,204,420
Total assets, end of year
$54,917,385
Total liabilities, end of year
$23,932,629
Net assets, end of year
$30,984,756
Land, buildings and equipment
$1,221,950
Publicly traded securities
$22,397,528
Net assets without donor restrictions
$30,984,756
Gross receipts
$40,935,356
Employees
70
Volunteers
37
Year formed
1913
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KEN A CRERAREXECUTIVE CHAIRMAN
Officer
37.5$5,567,815$53,712
JOEL R WOODPRESIDENT / CEO
Officer
36.38$1,028,646$78,473
CATHERINE RICHARDSONCHIEF OPERATING OFFICER
Officer
36$726,196$69,798
JOEL T KOPPERUDSVP, GOVERNMENT AFFIARS
Key employee
37.5$480,113$62,394
BENITA HARRISON-WICKLINECHIEF FINANCIAL OFFICER
Officer
35.63$460,437$72,135
ELIZABETH MCDAIDFOUNDATION, EVP
Key employee
26.25$379,734$69,089
SUSAN RUSHFORDSVP, MKTG & COMMUNICATIONS
Key employee
35.63$373,003$68,801
BLAIRE BARTLETTVP, GOVERNMENT & POLITICAL AFFAIRS
Highest-paid employee
37.5$289,108$44,265
BETH MCMAHONVP, PEOPLE & CULTURE
Highest-paid employee
37.5$273,383$48,114
JULIA RUIZSVP, LEADERSHIP & MGMT RESOURCES
Key employee
34.5$257,012$55,961
LINDSAY DAMESVP, EXTERNAL AFFAIRS & SPONSORSHIP
Highest-paid employee
37.5$270,012$33,109
PAULA STALEYSVP, MEETINGS
Key employee
36.38$218,890$59,497
KEN HALTENHOFSVP, MEMBERSHIP
Highest-paid employee
37.5$208,258$58,046
NICOLE VASILEVP, MKTG & COMMUNICATIONS
Highest-paid employee
35.63$187,070$28,588
KEITH SCHULERCHAIR
Trustee or director, Officer
0.3$0$0
34 more people on this return
NameTitleHours / weekCompensation
ANDREW BARRENGOSVICE CHAIR
Trustee or director, Officer
0.3$0
JOHN HOWARDTREASURER
Trustee or director, Officer
0.3$0
ERIC LEAVITTSECRETARY
Trustee or director, Officer
0.3$0
TOM HUGHSTONDIRECTOR
Trustee or director
0.3$0
JEFF RODRIGUEZDIRECTOR
Trustee or director
0.3$0
ROBERT CAWLEYDIRECTOR
Trustee or director
0.3$0
BUMPY TRICHEDIRECTOR
Trustee or director
0.3$0
DOUGLAS HAMMONDDIRECTOR
Trustee or director
0.3$0
SCOTT PURVIANCEDIRECTOR
Trustee or director
0.3$0
MICHAEL VICTORSONDIRECTOR
Trustee or director
0.3$0
KATE ARMFIELDDIRECTOR
Trustee or director
0.3$0
CYNTHIA BEVERIDGEDIRECTOR
Trustee or director
0.3$0
CHRIS BOONEDIRECTOR
Trustee or director
0.3$0
MICHAEL CHRISTIANDIRECTOR
Trustee or director
0.3$0
JOH ELTHAMDIRECTOR
Trustee or director
0.3$0
PETER GRUENBEGDIRECTOR
Trustee or director
0.3$0
PETER KRAUSEDIRECTOR
Trustee or director
0.3$0
HIRAM MARRERODIRECTOR
Trustee or director
0.3$0
KERRY MORRISDIRECTOR
Trustee or director
0.3$0
JACQUES VERLINGUEDIRECTOR
Trustee or director
0.3$0
JIM BAILEYDIRECTOR
Trustee or director
0.3$0
KATE BANGDIRECTOR
Trustee or director
0.3$0
JIM HENDERSONDIRECTOR
Trustee or director
0.3$0
MATTHEW KIRKDIRECTOR
Trustee or director
0.3$0
JAMES PARKERDIRECTOR
Trustee or director
0.3$0
WILLIAM PRIDGEONDIRECTOR
Trustee or director
0.3$0
JACQUE ROTHDIRECTOR
Trustee or director
0.3$0
BRENDA AUSTENFELDDIRECTOR
Trustee or director
0.3$0
WALTER FAWCETTDIRECTOR
Trustee or director
0.3$0
POWELL BROWNDIRECTOR
Trustee or director
0.3$0
MICHAEL CHANGDIRECTOR
Trustee or director
0.3$0
JOCHEN KOERNERDIRECTOR
Trustee or director
0.3$0
RUSTY REIDDIRECTOR
Trustee or director
0.3$0
JOHN TALLARIDADIRECTOR
Trustee or director
0.3$0
990 for the year ended December 31, 2023: 49 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KEN A CRERARCEO
Officer
35.63$1,683,895$88,626$55,334
JOEL R WOODPRESIDENT
Officer
37.5$951,199$0$88,859
CATHERINE RICHARDSONCHIEF OPERATING OFFICER
Key employee
37.5$715,847$0$77,206
BENITA HARRISON-WICKLINECHIEF FINANCIAL OFFICER
Officer
35.63$376,630$19,823$75,084
JOEL KOPPERUDSVP, GOVERNMENT AFFAIRS
Key employee
37.5$411,141$0$57,853
SUSAN RUSHFORDSVP, MKTG & COMM
Key employee
35.63$357,072$11,043$65,660
ELIZABETH MCDAIDSVP, LEADERSHIP & MGMT
Key employee
36.37$343,505$18,080$70,335
BETH MCMAHONVP, PEOPLE CULTURE
Highest-paid employee
37.5$263,183$0$50,568
BLAIRE BARTLETTVP, GOVERNMENT & POLITICAL AFFAIRS
Highest-paid employee
37.5$255,733$0$49,039
PAULA STALEYSVP, MEETINGS
Key employee
37.5$206,760$0$66,124
KEN HALTENHOFVP, MEMBERSHIP
Highest-paid employee
37.5$210,046$0$59,003
LINDSAY DAMESVP, EXTERNAL AFFAIRS & SPONSORSHIP
Highest-paid employee
37.5$225,918$0$29,841
NICOLE VASILEVP, MARKETING & COMMUNICATIONS
Highest-paid employee
35.63$178,821$9,412$53,632
ROBERT J KLONKCHAIR
Trustee or director, Officer
0.3$0$0$0
KEITH SCHULERVICE CHAIR
Trustee or director, Officer
0.3$0$0$0
JOHN HOWARDSECRETARY
Trustee or director, Officer
0.3$0$0$0
ANDREW BARRENGOSTREASURER
Trustee or director, Officer
0.3$0$0$0
KATE ARMFIELDDIRECTOR
Trustee or director
0.3$0$0$0
BRENDA BALLARD AUSTENFELDDIRECTOR
Trustee or director
0.3$0$0$0
JIM BAILEYDIRECTOR
Trustee or director
0.3$0$0$0
CHRIS BOONEDIRECTOR
Trustee or director
0.3$0$0$0
POWELL BROWNDIRECTOR
Trustee or director
0.3$0$0$0
TARUN CHOPRADIRECTOR
Trustee or director
0.3$0$0$0
MICHAEL CHRISTIANDIRECTOR
Trustee or director
0.3$0$0$0
KEN EWELLDIRECTOR
Trustee or director
0.3$0$0$0
WALTER FAWCETTDIRECTOR
Trustee or director
0.3$0$0$0
DOUG HAMMONDDIRECTOR
Trustee or director
0.3$0$0$0
BOB HARRISONDIRECTOR
Trustee or director
0.3$0$0$0
JIM HENDERSONDIRECTOR
Trustee or director
0.3$0$0$0
JOCHEN KOEMERDIRECTOR
Trustee or director
0.3$0$0$0
ERIC LEAVITTDIRECTOR
Trustee or director
0.3$0$0$0
HIRAM MARRERODIRECTOR
Trustee or director
0.3$0$0$0
KERRY MORRISDIRECTOR
Trustee or director
0.3$0$0$0
JOHN PLUMMERDIRECTOR
Trustee or director
0.3$0$0$0
WILLIAM PRIDGEONDIRECTOR
Trustee or director
0.3$0$0$0
SCOTT PURVIANCEDIRECTOR
Trustee or director
0.3$0$0$0
CLINT SCOTTDIRECTOR
Trustee or director
0.3$0$0$0
MARY BETH SULLIVANDIRECTOR
Trustee or director
0.3$0$0$0
JOHN TALLARIDADIRECTOR
Trustee or director
0.3$0$0$0
JACQUES VERLINGUEDIRECTOR
Trustee or director
0.3$0$0$0
MIKE VICTORSONDIRECTOR
Trustee or director
0.3$0$0$0
KATE BANGDIRECTOR
Trustee or director
0.3$0$0$0
CYNTHIA BEVERIDGEDIRECTOR
Trustee or director
0.3$0$0$0
MICHAEL CHANGDIRECTOR
Trustee or director
0.3$0$0$0
JOHN ELTHAMDIRECTOR
Trustee or director
0.3$0$0$0
PETER GRUENBERGDIRECTOR
Trustee or director
0.3$0$0$0
PETER KRAUSEDIRECTOR
Trustee or director
0.3$0$0$0
JEFF RODRIGUEZDIRECTOR
Trustee or director
0.3$0$0$0
TOM HUGHSTONDIRECTOR
Trustee or director
0.3$0$0$0

Address and contacts

Address (IRS master file)
701 PENNSYLVANIA AVENUE, WASHINGTON, DC 20004-2608
Principal officer (990 for 2024)
JOEL R WOOD, 701 PENNSYLVANIA AVENUE NW 750, WASHINGTON, DC 20004
Signed the 990
JOEL R WOOD, PRESIDENT/CEO
Phone
(202) 783-4400
Return prepared by
GELMAN ROSENBERG AND FREEDMAN PC

Mission

THE COUNCIL WAS ESTABLISHED TO PROMOTE THE INTERESTS OF ITS MEMBERS, WHO COMPRISE LEADING INSURANCE AGENCIES AND BROKERAGE FIRMS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE COUNCIL IS THE PREMIER ASSOCIATION FOR THE TOP REGIONAL, NATIONAL AND INTERNATIONAL COMMERCIAL INSURANCE AND EMPLOYEE BENEFITS INTERMEDIARIES WORLDWIDE. THE COUNCIL FOSTERS RELATIONSHIPS INDUSTRY-WIDE BY ENGAGING LAWMAKERS, REGULATORS, AND STAKEHOLDERS AROUND THE WORLD TO PROMOTE THE INTERESTS OF ITS MEMBERS AND THE VALUABLE ROLE THEY PLAY IN THE MITIGATION OF RISK FOR THEIR CLIENTS BY PROVIDING UNIQUE FORUMS FOR NETWORKING OPPORTUNITIES AND LEADERSHIP DEVELOPMENT, OFFERING BUSINESS INTELLIGENCE AND SERVICES. OUR FIVE LARGEST PROGRAMS/MEETINGS ARE THE INSURANCE LEADERSHIP FORUM, THE EMPLOYEE BENEFITS LEADERSHIP FORUM, THE COUNCIL ACADEMY, LEGISLATIVE SUMMIT AND THE OPERATIONS & WORKING GROUP FORUM. THESE ANNUAL PROGRAMS FOSTER THE CONTINUATION OF THE COUNCIL AND ITS MEMBERS STRONG RELATIONSHIPS WITH EACH OTHER, INSURANCE CARRIERS, AND MEMBERS OF CONGRESS; AND LAYS A SOLID FOUNDATION FOR FUTURE RELATIONSHIPS. THE COUNCIL EXTENDS ITS REACH TO BOTH SIDES OF THE AISLE WHILE EDUCATING RULE MAKERS ON THE CRITICAL ROLE OF THE BROKER AND AGENCY FOR BOTH PROPERTY/CASUALTY AND HEALTH CARE INSURANCE PROGRAMS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-1952497
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1942
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$54,917,385
Income (IRS master file)
$40,935,356

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$29,384,112$26,297,610$54,917,385XML
990December 2023$27,285,841$23,440,813$55,204,420XML
990December 2022$23,670,266$19,530,498$48,445,728IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-1952497).

Questions about COUNCIL OF INSURANCE AGENTS & BROKERS

What is the EIN of COUNCIL OF INSURANCE AGENTS & BROKERS?
The employer identification number (EIN) of COUNCIL OF INSURANCE AGENTS & BROKERS is 13-1952497.
Is COUNCIL OF INSURANCE AGENTS & BROKERS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1942.
Are donations to COUNCIL OF INSURANCE AGENTS & BROKERS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does COUNCIL OF INSURANCE AGENTS & BROKERS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of COUNCIL OF INSURANCE AGENTS & BROKERS due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COUNCIL OF INSURANCE AGENTS & BROKERS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of COUNCIL OF INSURANCE AGENTS & BROKERS?
The 990 for the year ended December 31, 2024 names JOEL R WOOD.
Who are the officers and directors of COUNCIL OF INSURANCE AGENTS & BROKERS?
The 990 for the year ended December 31, 2024 lists 49 people; 14 received compensation from the organization, the highest $5,567,815 (KEN A CRERAR, EXECUTIVE CHAIRMAN).
How much revenue does COUNCIL OF INSURANCE AGENTS & BROKERS have?
On its 990 for the year ended December 31, 2024 it reported revenue of $29,384,112, expenses of $26,297,610 and total assets of $54,917,385 at year end.

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