Nonprofit · EIN 15-0544434
INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC
Tax-exempt · DE WITT, NY 13214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $2,907,387 | $2,666,931 | $240,456 | $3,705,704 | $1,132,453 | $2,573,251 |
| April 30, 2024 | 990 | $2,472,322 | $2,523,475 | -$51,153 | $3,789,051 | $1,292,856 | $2,496,195 |
| April 30, 2023 | 990 | $2,680,948 | $2,625,174 | $55,774 | $3,548,829 | $1,065,900 | $2,482,929 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,090,575
- Investment income
- $337,629
- Royalties
- $473,859
- Net gain from sales of assets
- $229,827
- Other revenue
- $479,183
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $222,112
- Other salaries and wages
- $834,521
- Salaries, compensation and benefits (total)
- $1,351,628
- Professional fundraising fees
- $0
- Legal fees
- $1,383
- Accounting fees
- $20,600
- Occupancy
- $43,322
- Travel
- $110,682
Balance sheet and other
- Total assets, start of year
- $3,789,051
- Total assets, end of year
- $3,705,704
- Total liabilities, end of year
- $1,132,453
- Net assets, end of year
- $2,573,251
- Publicly traded securities
- $1,606,949
- Net assets without donor restrictions
- $2,573,251
- Gross receipts
- $5,714,148
- Employees
- 32
- Volunteers
- 15
- Year formed
- 1920
- State of legal domicile
- NY
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA LOUNSBURY | PRESIDENT/CEO Officer | 18.75 | $172,734 | $172,734 | $27,906 |
| BRIAN BIXBY | PRESIDENT OF IAAC Highest-paid employee | 5.6 | $21,975 | $124,519 | $32,249 |
| KATHLEEN GLAHN | VP OF OPERATIONS & INFORMA Highest-paid employee | 15 | $48,066 | $72,100 | $18,337 |
| CHRISTINE NEET | AVP MEMBER ENGAGEMENT Highest-paid employee | 18.75 | $63,967 | $63,967 | $6,640 |
| KATHY LAWLER | AVP COMMUNITIES & RELATION Highest-paid employee | 24.4 | $34,615 | $78,108 | $10,921 |
| LISA NURNBERGER | DIRECTOR OF FINANCE - STAR Officer | 20.6 | $54,178 | $44,327 | $15,873 |
| TRAVIS WATTIE | AVP GOVERNMENT RELATIONS Officer | 31.9 | $68,278 | $12,049 | $427 |
| RONALD BRUNNEL | NATIONAL DIRECTOR Trustee or director, Officer | 4 | $0 | $0 | $0 |
| JAMES BASTIAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARIANNE MCCORMICK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DAVID BODENSTEIN | CHAIR OF BOARD Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DAVID H BORG | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KELLY GONYO | VICE CHAIR & SECRETARY/ TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DOUG BENZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TED WALSH | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMMANUEL OSUYAH | DIRECTOR Trustee or director | 2 | $0 |
| FRANK MURELLO | DIRECTOR Trustee or director | 2 | $0 |
| MATTHEW MAGUIRE | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL ZWAS | DIRECTOR Trustee or director | 2 | $0 |
| SYDNEY ROE | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT BOWEN | DIRECTOR Trustee or director | 2 | $0 |
| DEENA MCCULLOUGH | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended April 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA LOUNSBURY | PRESIDENT/CEO Officer | 18.75 | $162,488 | $162,488 | $26,690 |
| BRIAN BIXBY | PRESIDENT OF IAAC Highest-paid employee | 5.6 | $22,383 | $126,838 | $30,103 |
| SCOTT HOBSON | AVP GOVERNMENT RELATIONS Officer | 31.9 | $101,735 | $17,953 | $27,211 |
| KATHLEEN GLAHN | VP OF OPERATIONS & INFORMA Highest-paid employee | 15 | $46,551 | $69,826 | $17,871 |
| CHRISTINE NEET | AVP MEMBER ENGAGEMENT Highest-paid employee | 18.75 | $60,638 | $60,397 | $6,956 |
| KATHY LAWLER | AVP COMMUNITIES & RELATION Highest-paid employee | 24.4 | $74,820 | $40,287 | $10,387 |
| LISA NURNBERGER | DIRECTOR OF FINANCE - STAR Officer | 20.6 | $52,242 | $42,743 | $15,314 |
| RICHARD POPPA | FORMER PRESIDENT/CEO Former | 0 | $0 | $60,000 | $0 |
| RONALD BRUNNEL | NATIONAL DIRECTOR Trustee or director, Officer | 4 | $0 | $0 | $0 |
| NICHOLAS MASTERPOLE | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MAUREEN TOMPKINS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES BASTIAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARIANNE MCCORMICK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DAVID BODENSTEIN | VICE CHAIR & SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DAVID H BORG | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KELLY GONYO | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DOUG BENZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TED WALSH | CHAIR OF BOARD Trustee or director, Officer | 2 | $0 | $0 | $0 |
| EMMANUEL OSUYAH | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| FRANK MURELLO | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MATTHEW MAGUIRE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL ZWAS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SYDNEY ROE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended April 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA LOUNSBURY | PRESIDENT/CEO Officer | 18.75 | $163,701 | $163,702 | $25,150 |
| BRIAN BIXBY | PRESIDENT OF IAAC Highest-paid employee | 5.6 | $22,229 | $125,969 | $27,968 |
| SCOTT HOBSON | AVP GOVERNMENT RELATIONS Officer | 31.9 | $101,249 | $17,868 | $25,458 |
| KATHLEEN GLAHN | VP OF OPERATIONS & INFORMATION SYSTEMS Highest-paid employee | 15 | $44,787 | $67,179 | $17,263 |
| CHRISTINE NEET | AVP MEMBER ENGAGEMENT Highest-paid employee | 22.5 | $72,477 | $48,318 | $6,856 |
| KATHY LAWLER | AVP COMMUNITIES & RELATION Highest-paid employee | 18.8 | $58,565 | $58,565 | $9,996 |
| LISA NURNBERGER | DIRECTOR OF FINANCE - STAR Officer | 16.9 | $41,590 | $50,832 | $14,955 |
| RICHARD POPPA | FORMER PRESIDENT/CEO Former | 0 | $0 | $60,000 | $0 |
| RONALD BRUNNEL | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| NICHOLAS MASTERPOLE | CHAIR OF BOARD Trustee or director, Officer | 2 | $0 | $0 | $0 |
| STEVE ANDERSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MAUREEN TOMPKINS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES BASTIAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARIANNE MCCORMICK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DAVID BODENSTEIN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STEPHEN ZOGBY | NATIONAL DIRECTOR Trustee or director, Officer | 4 | $0 | $0 | $0 |
| DAVID POOSER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DAVID H BORG | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KELLY GONYO | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BETH HOFFMAN | DIRECTOR - LEFT IN 2022 Trustee or director | 2 | $0 | $0 | $0 |
| DOUG BENZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TED WALSH | VICE CHAIR & SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| EMMANUEL OSUYAH | ALPHA DIRECT AGENCY Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5784 WIDEWATERS PKWY, DE WITT, NY 13214-1878
- In care of
- % REGINA WRIGHT
- Principal officer (990 for 2024)
- LISA LOUNSBURY, 5784 WIDEWATERS PKWY 1ST FLOOR, DEWITT, NY 13214
- Signed the 990
- LISA LOUNSBURY, PRESIDENT/CEO
- Phone
- (800) 962-7950
- Website
- WWW.BIGINY.ORG
- Return prepared by
- DERMODY BURKE & BROWN CPAS LLC
Mission
THE MISSION OF THE INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC., IS TO CHAMPION INDEPENDENT INSURANCE AGENTS IN ALL WE DO AND PROVIDE THE RESOURCES THEY NEED TO BE THEIR BEST.
Program accomplishments
- ADVOCACY OF MEMBER INTERESTS - BIG I NY WORKS WITH LEGISLATORS, REGULATORS, INSURANCE COMPANIES AND THE MEDIA TO INFORM THEM ABOUT ISSUES CRITICAL TO INDEPENDENT AGENTS AND TO CREATE PROPER PUBLIC POLICY AND CARRIER ACTIONS TO ADVANCE THOSE INTERESTS.
- EDUCATION AND CONTINUING EDUCATION - BIG I NY'S EDUCATIONAL PROGRAMS PROVIDE INSTRUCTION TO CURRENT AND PROSPECTIVE INSURANCE PROFESSIONALS, FOR CONTINUING EDUCATION TO MAINTAIN LICENSE, ETHICS TRAINING, SALES TRAINING, TECHNOLOGY TRAINING, COVERAGE TRAINING AND COMPLIANCE TRAINING.
- MEMBERSHIP DEVELOPMENT - BIG I NY STRIVES TO PROVIDE SERVICE TO ITS MEMBERS AND TO ADD NEW MEMBERS THROUGH ITS ACTIVITIES AND THE ACTIVITIES OF ITS NATIONAL, INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC. (IIABA).
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 15-0544434
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1959
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,705,704
- Income (IRS master file)
- $5,714,148
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $2,907,387 | $2,666,931 | $3,705,704 | XML |
| 990 | April 2024 | $2,472,322 | $2,523,475 | $3,789,051 | XML |
| 990 | April 2023 | $2,680,948 | $2,625,174 | $3,548,829 | XML |
| 990 | April 2022 | $2,782,783 | $2,502,146 | $3,676,015 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | 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 15-0544434).
Questions about INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC
- What is the EIN of INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC?
- The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC is 15-0544434.
- Is INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1959.
- Are donations to INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC 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 INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC?
- The 990 for the year ended April 30, 2025 names LISA LOUNSBURY.
- Who are the officers and directors of INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC?
- The 990 for the year ended April 30, 2025 lists 22 people; 7 received compensation from the organization, the highest $172,734 (LISA LOUNSBURY, PRESIDENT/CEO).
- How much revenue does INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $2,907,387, expenses of $2,666,931 and total assets of $3,705,704 at year end.
Other nonprofits in DE WITT
- SOCIETY FOR COMPARATIVE RESEARCH ON ICONIC AND PERFORMATIV EIN 27-4066791 · last filed 990-N for 2024