Nonprofit · EIN 59-0247064
FLORIDA ASSOCIATION OF INSURANCE AGENTS
Tax-exempt · TALLAHASSEE, FL 32303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $10,527,970 | $9,299,393 | $1,228,577 | $27,630,814 | $3,520,841 | $24,109,973 |
| August 31, 2024 | 990 | $9,699,042 | $8,515,824 | $1,183,218 | $25,273,779 | $3,795,442 | $21,478,337 |
| August 31, 2023 | 990 | $8,138,451 | $7,379,538 | $758,913 | $21,056,163 | $2,570,727 | $18,485,436 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,785,367
- Investment income
- $757,535
- Royalties
- $4,337,815
- Net rental income
- $185,183
- Net gain from sales of assets
- $307,115
- Net income from sales of inventory
- -$20,733
- Other revenue
- $4,985,068
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,748,364
- Other salaries and wages
- $1,577,476
- Salaries, compensation and benefits (total)
- $4,891,528
- Professional fundraising fees
- $0
- Legal fees
- $42,092
- Accounting fees
- $59,406
- Occupancy
- $322,213
- Travel
- $179,201
- Depreciation
- $244,185
Balance sheet and other
- Total assets, start of year
- $25,273,779
- Total assets, end of year
- $27,630,814
- Total liabilities, end of year
- $3,520,841
- Net assets, end of year
- $24,109,973
- Land, buildings and equipment
- $2,858,581
- Publicly traded securities
- $4,001,586
- Net assets without donor restrictions
- $24,109,973
- Gross unrelated business income
- $22,989
- Gross receipts
- $11,979,668
- Employees
- 24
- Volunteers
- 294
- Year formed
- 1904
- State of legal domicile
- FL
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KYLE ULRICH | PRESIDENT & CEO Officer | 45 | $786,431 | $162,167 |
| LAURA PEARCE | VP & GENERAL COUNSEL Key employee | 45 | $376,362 | $103,049 |
| PAUL PEEPLES | VP & COO Officer | 45 | $337,416 | $105,232 |
| DAVID NEWELL | VP Officer | 45 | $351,456 | $89,592 |
| LANCE HAMPTON | CFO Officer | 45 | $272,719 | $39,280 |
| BENJAMIN MURPHY | DIRECTOR OF GOV AFFAIRS Highest-paid employee | 45 | $219,500 | $26,042 |
| AGATA WLODARCZYK | VP Officer | 45 | $186,275 | $28,292 |
| DANIEL FRANCIS | DIRECTOR OF IT Highest-paid employee | 45 | $156,751 | $23,390 |
| CYNTHIA MOLNAR | MEETING PLANNER Highest-paid employee | 45 | $137,548 | $34,154 |
| JEFF ODOM | EDUCATION INSTRUCTOR Highest-paid employee | 45 | $128,984 | $27,236 |
| BRIAN LEIBOW | IS ADMINISTRATOR Highest-paid employee | 45 | $118,653 | $28,412 |
| KARYN ROELING | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| CHRIS HEIDRICK | CHAIRMAN-ELECT Trustee or director, Officer | 3 | $0 | $0 |
| VINNIE STAZZONE | VICE CHAIRMAN Trustee or director, Officer | 3 | $0 | $0 |
| JEFF SCHLITT | NATIONAL DIRECTOR Trustee or director, Officer | 3 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB ROLLINS | DIRECTOR Trustee or director | 1 | $0 |
| JASON CLOAR | DIRECTOR Trustee or director | 1 | $0 |
| PATRICIA CLAWSON HAMILTON | DIRECTOR Trustee or director | 1 | $0 |
| MARY KATHARINE LAWLER | DIRECTOR Trustee or director | 1 | $0 |
| TINA BLACKWELL-ROMAINE | DIRECTOR Trustee or director | 1 | $0 |
| MATT OSTRANDER | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT POPILEK | DIRECTOR Trustee or director | 1 | $0 |
| CHARLES CHUNN | DIRECTOR Trustee or director | 1 | $0 |
| JAKE HOLEHOUSE | DIRECTOR Trustee or director | 1 | $0 |
| RAY SCHACKOW | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KYLE ULRICH | PRESIDENT & CEO Officer | 45 | $575,986 | $177,909 |
| LAURA PEARCE | VP & GENERAL COUNSEL Key employee | 45 | $272,140 | $43,139 |
| DAVID NEWELL | VP Officer | 45 | $248,440 | $43,714 |
| PAUL PEEPLES | VP & COO Officer | 45 | $240,939 | $43,283 |
| LANCE HAMPTON | CFO Officer | 45 | $219,569 | $33,115 |
| BENJAMIN MURPHY | DIRECTOR OF GOV AFFAIRS Highest-paid employee | 45 | $185,635 | $23,536 |
| CYNTHIA MOLNAR | MEETING PLANNER Highest-paid employee | 45 | $123,903 | $31,835 |
| AGATA WLODARCZYK | DIRECTOR OF MARKETING Highest-paid employee | 45 | $129,361 | $21,855 |
| DANIEL FRANCIS | DIRECTOR OF IT Highest-paid employee | 45 | $122,821 | $20,341 |
| JEFF ODOM | EDUCATION INSTRUCTOR Highest-paid employee | 45 | $112,261 | $25,169 |
| TINA BLACKWELL-ROMAINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SCOTT POPILEK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICIA CLAWSON HAMILTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT OSTRANDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY KATHARINE LAWLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEITH CARROLL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARYN ROELING | CHAIRMAN-ELECT Trustee or director, Officer | 3 | $0 | $0 |
| JEFF SCHLITT | NATIONAL DIRECTOR Trustee or director, Officer | 3 | $0 | $0 |
| JASON CLOAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARRETT BUTLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS HEIDRICK | VICE CHAIRMAN Trustee or director, Officer | 3 | $0 | $0 |
| BRIAN CHAPMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB ROLLINS | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| ALICIA ROSIER STEVENS | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KYLE ULRICH | PRESIDENT & CEO Officer | 45 | $468,910 | $100,682 |
| LAURA PEARCE | VP & GENERAL COUNSEL Key employee | 45 | $235,580 | $58,142 |
| PAUL PEEPLES | VP & COO Officer | 45 | $205,864 | $63,624 |
| DAVID NEWELL | VP Officer | 45 | $208,062 | $57,459 |
| LANCE HAMPTON | CFO Officer | 45 | $206,669 | $30,993 |
| BENJAMIN MURPHY | DIRECTOR OF GOV AFFAIRS Highest-paid employee | 45 | $164,859 | $21,640 |
| CYNTHIA MOLNAR | MEETING PLANNER Highest-paid employee | 45 | $115,643 | $29,673 |
| AGATA WLODARCZYK | DIRECTOR OF MARKETING Highest-paid employee | 45 | $116,490 | $19,941 |
| JEFF ODOM | EDUCATION INSTRUCTOR Highest-paid employee | 45 | $106,376 | $23,610 |
| DANIEL FRANCIS | DIRECTOR OF IT Highest-paid employee | 45 | $107,173 | $16,739 |
| ALICIA ROSIER STEVENS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB ROLLINS | CHAIRMAN-ELECT Trustee or director, Officer | 3 | $0 | $0 |
| BRIAN CHAPMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARYN ROELING | VICE CHAIRMAN Trustee or director, Officer | 3 | $0 | $0 |
| GARRETT BUTLER | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| HOLLY KABBOORD-HEMELGARN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF SCHLITT | NATIONAL DIRECTOR Trustee or director, Officer | 3 | $0 | $0 |
| JIM HENDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEITH CARROLL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REID RUSHING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON CLOAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICIA CLAWSON HAMILTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE CLEIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VINCENT STAZZONE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY KATHARINE LAWLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1117 THOMASVILLE RD, TALLAHASSEE, FL 32303-6223
- In care of
- % LANCE HAMPTON
- Principal officer (990 for 2024)
- KYLE ULRICH, 3159 SHAMROCK STREET SOUTH, TALLAHASSEE, FL 32309
- Signed the 990
- LANCE HAMPTON, CFO
- Phone
- (850) 893-4155
- Website
- WWW.FAIA.COM
- Return prepared by
- THOMAS HOWELL FERGUSON PA
Mission
TO SERVE THE NEEDS OF FLORIDA INSURANCE AGENTS AND CONSUMERS BY PROMOTING A HEALTHY AND COMPETITIVE INSURANCE ENVIRONMENT.
Program accomplishments
- EDUCATION: THIS PROGRAM ACCOUNTS FOR 20% OF THE ASSOCIATION'S EXPENSES. THE PURPOSE OF THE PROGRAM IS TO PROVIDE EDUCATION AND TRAINING FOR INSURANCE AGENTS IN THE STATE OF FLORIDA. THE INSURANCE INDUSTRY IS VERY COMPLICATED AND IT IS BEING CHANGED CONSTANTLY BY STATE STATUTES AND REGULATORS. CONTINUING EDUCATION AND TRAINING IS REQUIRED TO KEEP AGENTS COMPETENT.
- MEETINGS: THIS PROGRAM ACCOUNTS FOR 20% OF THE ASSOCIATION'S EXPENSES. THE PURPOSE OF THESE EXPENSES IS FOR VARIOUS MEETINGS OF THE ASSOCIATION. THE LARGEST MEETING IS FOR A CONVENTION TRADE SHOW AND EDUCATION SYMPOSIUM. THE CONVENTION BRINGS INSURANCE AGENTS TOGETHER FOR EDUCATION AND TRAINING AND PROVIDES A TRADE SHOW THAT BRINGS IN VENDORS THAT ARE RELEVANT TO RUNNING A SUCCESSFUL INSURANCE AGENCY BUSINESS. OTHER MEETINGS ARE FOR THE PURPOSE OF PLANNING AND RUNNING THE AFFAIRS OF THE ASSOCIATION.
- LEGISLATION AND REGULATION: THIS PROGRAM ACCOUNTS FOR 10% OF THE ASSOCIATION'S EXPENSES. THE PURPOSE OF THE PROGRAM IS TO PROVIDE LEGISLATIVE AND REGULATORY ADVOCACY FOR THE INDEPENDENT INSURANCE AGENTS IN THE STATE OF FLORIDA. THE INSURANCE INDUSTRY IS HIGHLY REGULATED BY GOVERNMENTAL AGENCIES AND THE ASSOCIATION PROVIDES A UNITED VOICE TO ADVOCATE ON BEHALF OF INDEPENDENT INSURANCE AGENTS.
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 59-0247064
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $27,630,814
- Income (IRS master file)
- $11,979,668
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $10,527,970 | $9,299,393 | $27,630,814 | XML |
| 990 | August 2024 | $9,699,042 | $8,515,824 | $25,273,779 | XML |
| 990 | August 2023 | $8,138,451 | $7,379,538 | $21,056,163 | XML |
| 990 | August 2022 | $7,681,350 | $6,685,952 | $19,355,911 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | 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 59-0247064).
Questions about FLORIDA ASSOCIATION OF INSURANCE AGENTS
- What is the EIN of FLORIDA ASSOCIATION OF INSURANCE AGENTS?
- The employer identification number (EIN) of FLORIDA ASSOCIATION OF INSURANCE AGENTS is 59-0247064.
- Is FLORIDA ASSOCIATION OF INSURANCE AGENTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1942.
- Are donations to FLORIDA ASSOCIATION OF INSURANCE AGENTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FLORIDA ASSOCIATION OF INSURANCE AGENTS 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 FLORIDA ASSOCIATION OF INSURANCE AGENTS due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FLORIDA ASSOCIATION OF INSURANCE AGENTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of FLORIDA ASSOCIATION OF INSURANCE AGENTS?
- The 990 for the year ended August 31, 2025 names KYLE ULRICH.
- Who are the officers and directors of FLORIDA ASSOCIATION OF INSURANCE AGENTS?
- The 990 for the year ended August 31, 2025 lists 25 people; 11 received compensation from the organization, the highest $786,431 (KYLE ULRICH, PRESIDENT & CEO).
- How much revenue does FLORIDA ASSOCIATION OF INSURANCE AGENTS have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $10,527,970, expenses of $9,299,393 and total assets of $27,630,814 at year end.
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