Nonprofit · EIN 31-4406219
OHIO INSURANCE ASSOCIATION INC
Tax-exempt · COLUMBUS, OH 43215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,224,462 | $2,949,826 | $274,636 | $17,773,781 | $1,422,543 | $16,351,238 |
| December 31, 2023 | 990 | $2,797,776 | $2,670,450 | $127,326 | $16,921,305 | $1,442,310 | $15,478,995 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,757,459
- Investment income
- $1,035,595
- Royalties
- $242,768
- Net gain from sales of assets
- $549,226
- Other revenue
- $431,408
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $9,400
- Accounting fees
- $765
- Travel
- $32,776
Balance sheet and other
- Total assets, start of year
- $16,921,305
- Total assets, end of year
- $17,773,781
- Total liabilities, end of year
- $1,422,543
- Net assets, end of year
- $16,351,238
- Publicly traded securities
- $14,692,648
- Net assets without donor restrictions
- $16,351,238
- Gross receipts
- $7,647,484
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1933
- State of legal domicile
- OH
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY SMITH | CHIEF EXECUTIVE OFFICER & SECRETARY Officer | 28 | $0 | $326,134 | $57,814 |
| JODIE SHAW | DIRECTOR OF BUSINESS DEVELOPMENT Key employee | 13 | $0 | $174,722 | $96,862 |
| JODY GEIGER | CHIEF OPERATING OFFICER Key employee | 17 | $0 | $222,703 | $41,541 |
| BRIAN LAWRENCE | DIRECTOR OF HR SOLUTIONS Highest-paid employee | 40 | $0 | $134,518 | $27,326 |
| DAWN KUHN | DIRECTOR OF FINANCE & TREASURER Officer | 18 | $0 | $129,161 | $25,526 |
| ASHLEY FITZSIMMONS | DIRECTOR OF PROFESSIONAL DEVELOPMENT Highest-paid employee | 40 | $0 | $127,666 | $21,352 |
| DUSTIN MAHRT | COMPANY PARTNER MGR Highest-paid employee | 40 | $0 | $112,528 | $29,784 |
| CRAIG NEISS DIRECTOR OF | BUSINESS PLANNING & VALUATION Highest-paid employee | 40 | $0 | $126,660 | $13,548 |
| DONNY HOUCK | IT SYSTEMS MANAGER Highest-paid employee | 28 | $0 | $120,950 | $17,796 |
| KELLEY CULLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MEGHAN GRIFFITH RAGOZZINO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEREK SPROUSE CIC | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW STEELE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ERIC STOLLY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW STEPHEY CIC CRM | LUTCF, VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE G WATSON CIC | CHAIR Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY SMITH | CHIEF EXECUTIVE OFFICER & SECRETARY Officer | 27 | $0 | $298,698 | $53,349 |
| JODY GEIGER | CHIEF OPERATING OFFICER Key employee | 17 | $0 | $218,230 | $36,879 |
| JODIE SHAW | DIRECTOR OF BUSINESS DEVELOPMENT Key employee | 8 | $0 | $169,661 | $67,993 |
| ASHLEY RILEY | DIRECTOR OF RISK MANAGEMENT Highest-paid employee | 0 | $0 | $137,650 | $74,274 |
| BRIAN LAWRENCE | DIRECTOR OF HR SOLUTIONS Highest-paid employee | 17 | $0 | $128,795 | $22,707 |
| DUSTIN MAHRT | COMPANY PARTNERS MANAGER Highest-paid employee | 40 | $0 | $116,679 | $32,241 |
| ASHLEY FITZSIMMONS | DIRECTOR OF PROFESSIONAL DEVELOPMENT Highest-paid employee | 40 | $0 | $125,129 | $20,872 |
| DONNY HOUCK | IT SYSTEMS MANAGER Highest-paid employee | 0 | $0 | $112,133 | $23,715 |
| DAWN KUHN | DIRECTOR OF FINANCE & TREASURER Officer | 18 | $0 | $108,931 | $23,119 |
| KELLEY CULLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MEGHAN GRIFFITH RAGOZZINO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEREK SPROUSE CIC | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW STEPHEY CIC CRM | LUTCF, DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JONATHAN THEDERS CRA CPIA | CHSP, DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRENT PHELAN JD CPCU CIC | CRM, CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHERINE G WATSON CIC | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 175 S 3RD ST STE 940, COLUMBUS, OH 43215-5197
- In care of
- % GEORGE W HAENSZEL
- Principal officer (990 for 2024)
- JEFFREY S SMITH CAE, 175 SOUTH 3RD STREET 940, COLUMBUS, OH 43215
- Signed the 990
- JEFFREY S SMITH CAE, CEO
- Phone
- (614) 552-8000
- Website
- WWW.OHIOINSURANCEAGENTS.COM
- Return prepared by
- SCHNEIDER DOWNS & CO INC
Mission
WE PROMOTE, PROTECT AND PROGRESS THE PROFESSIONAL ADVICE OF OUR MEMBERS TO BEST SERVE THEIR CLIENTS AND THE PUBLIC BY ADVOCATING ON CONSUMER ISSUES, KEEPING THEM UP-TO-DATE ON INDUSTRY TOPICS AND PROVIDING PROFESSIONAL DEVELOPMENT PROGRAMS AS WELL AS EXCHANGE INFORMATION THROUGH NEWSLETTERS AND OTHER VARIOUS BENEFITS.
Program accomplishments
- WE PROMOTED THE PROFESSIONAL ADVICE OF OUR 921 AGENCY MEMBERS AND PROTECTED THE INDEPENDENT INSURANCE AGENCY CHANNEL FOR THE 86 COMPANY MEMBERS AND PARTNERS. WE WERE ABLE TO RECRUIT 47 NEW MEMBERS AND PROGRESS THE INDEPENDENT AGENCY CHANNEL FOR THEM INTO THE FUTURE.
- WE WERE ABLE TO PROMOTE, PROTECT, AND PROGRESS THE PROFESSIONAL ADVICE OF 2,031 INDEPENDENT AGENTS AND PARTNERS WITH PROFESSIONAL DEVELOPMENT PROGRAMS.
- PROTECT ALL INDEPENDENT AGENTS AND THE IA CHANNEL THROUGH ADVOCACY EFFORTS AND EXCHANGE OF INFORMATION AND EDUCATION THROUGH PUBLICATION OF OVER 7,500 INDEPENDENT AGENTS AND IA CHANNEL CHAMPIONS.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-4406219
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1946
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,773,781
- Income (IRS master file)
- $7,647,484
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,224,462 | $2,949,826 | $17,773,781 | XML |
| 990 | December 2023 | $2,797,776 | $2,670,450 | $16,921,305 | XML |
| 990 | December 2022 | $2,261,214 | $2,601,139 | $15,650,479 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 31-4406219).
Questions about OHIO INSURANCE ASSOCIATION INC
- What is the EIN of OHIO INSURANCE ASSOCIATION INC?
- The employer identification number (EIN) of OHIO INSURANCE ASSOCIATION INC is 31-4406219.
- Is OHIO INSURANCE ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1946.
- Are donations to OHIO INSURANCE ASSOCIATION INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OHIO INSURANCE ASSOCIATION 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 OHIO INSURANCE ASSOCIATION INC 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 OHIO INSURANCE ASSOCIATION INC 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 OHIO INSURANCE ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 names JEFFREY S SMITH CAE.
- Who are the officers and directors of OHIO INSURANCE ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does OHIO INSURANCE ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,224,462, expenses of $2,949,826 and total assets of $17,773,781 at year end.
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