Nonprofit · EIN 62-0379523
INDEPENDENT INSURANCE AGENTS OF TENNESSEE
Tax-exempt · NASHVILLE, TN 37212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,026,073 | $1,690,312 | $335,761 | $7,150,135 | $1,035,185 | $6,114,950 |
| December 31, 2024 | 990 | $2,150,492 | $1,906,963 | $243,529 | $6,099,941 | $534,483 | $5,565,458 |
| December 31, 2023 | 990 | $2,039,535 | $1,753,259 | $286,276 | $5,857,490 | $535,561 | $5,321,929 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $773,181
- Investment income
- $251,275
- Net rental income
- -$6,167
- Net gain from sales of assets
- $54,170
- Other revenue
- $1,001,617
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $296,514
- Other salaries and wages
- $390,708
- Salaries, compensation and benefits (total)
- $827,105
- Professional fundraising fees
- $0
- Accounting fees
- $24,547
- Depreciation
- $60,638
Balance sheet and other
- Total assets, start of year
- $6,099,941
- Total assets, end of year
- $7,150,135
- Total liabilities, end of year
- $1,035,185
- Net assets, end of year
- $6,114,950
- Land, buildings and equipment
- $933,052
- Net assets without donor restrictions
- $6,114,950
- Gross unrelated business income
- $778,626
- Gross receipts
- $2,240,062
- Employees
- 8
- Volunteers
- 35
- Year formed
- 1930
- State of legal domicile
- TN
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTEN GULSON | EXECUTIVE DIRECTOR Officer, Key employee | 40 | $170,708 | $33,294 |
| STEPHEN W HOLMES | DIRECTOR OF FOR PROFIT Highest-paid employee | 40 | $125,806 | $16,472 |
| BOBBY SAIN | IMMEDIATE PAST PRESIDENT Trustee or director | 1 | $0 | $0 |
| PAUL STEELE | VP REGION 3 Trustee or director, Officer | 2 | $0 | $0 |
| BRANDON CLARK | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN MCINTURFF III | NATIONAL DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| PORTIS TANNER | VP REGION 1 Trustee or director, Officer | 2 | $0 | $0 |
| MATT FELFENDREHER | REGION DIRECTOR 2 Trustee or director | 1 | $0 | $0 |
| JACK THOMA | REGION DIRECTOR 2 Trustee or director | 1 | $0 | $0 |
| BATTLE BAGLEY III | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ANDREW MADDOX | REGION DIRECTOR 1 Trustee or director | 1 | $0 | $0 |
| SAM BRADSHAW | REGION DIRECTOR 1 Trustee or director | 1 | $0 | $0 |
| MITCH RADER | REGION DIRECTOR 3 Trustee or director | 1 | $0 | $0 |
| STUART OAKES | REGION DIRECTOR 3 Trustee or director | 1 | $0 | $0 |
| DAVID CLARK | REGION DIRECTOR 3 Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD WHITLEY | TREASURER Trustee or director, Officer | 2 | $0 |
| BRENT CHANCE | REGION DIRECTOR 2 Trustee or director | 1 | $0 |
| TIM TREADWELL | REGION DIRECTOR 1 Trustee or director | 1 | $0 |
| KEVIN OWNBY | VP REGION 3 & PRESIDENT ELECT Trustee or director, Officer | 2 | $0 |
| JONATHAN PETERS | YOUNG AGENTS DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHEN W HOLMES | DIRECTOR OF FOR PROFIT Highest-paid employee | 40 | $120,494 | $14,181 |
| KRISTEN GULSON | EXECUTIVE DIRECTOR Officer, Key employee | 40 | $76,125 | $2,388 |
| MATT SWALLOWS | IMMEDIATE PAST PRESIDENT Trustee or director | 1 | $0 | $0 |
| MATT FELGENDREHER | REGION DIRECTOR 2 Trustee or director | 1 | $0 | $0 |
| CAM WINTERBURN | REGION DIRECTOR 2 Trustee or director | 1 | $0 | $0 |
| BATTLE BAGLEY III | VP REGION II Trustee or director | 1 | $0 | $0 |
| ANDREW MADDOX | REGION DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAMELA WELLS | REGION DIRECTOR 1 Trustee or director | 1 | $0 | $0 |
| JOSH GIBBONS | REGION DIRECTOR 3 Trustee or director | 1 | $0 | $0 |
| STUART OAKS | REGION DIRECTOR 3 Trustee or director | 1 | $0 | $0 |
| CY YOUNG | REGION DIRECTOR 1 Trustee or director | 1 | $0 | $0 |
| CHIP PIPER | REGION DIRECTOR 2 Trustee or director | 1 | $0 | $0 |
| TIM GOSS | REGION DIRECTOR 3 Trustee or director | 1 | $0 | $0 |
| SAMANTHA ORGANEK | YOUNG AGENTS DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOBBY SAIN | PRESIDENT-ELECT Trustee or director, Officer | 2 | $0 | $0 |
| KYMBERLY CLEVENGER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JAMIE WILLIAMS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN MCINTURFF III | NATIONAL DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| RICHARD WHITLEY | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KEVIN OWNBY | VP REGION 3 Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RONALD TRAVIS | EXECUTIVE DIRECTOR Officer, Key employee | 40 | $222,578 | $9,500 |
| STEPHEN W HOLMES | DIRECTOR OF FOR PROFIT Highest-paid employee | 40 | $115,494 | $12,229 |
| CAMERON WINTERBURN | REGION DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSH GIBBONS | REGION DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAMELA WELLS | REGION DIRECTOR Trustee or director | 1 | $0 | $0 |
| CY YOUNG | REGION DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN BROCK | YOUNG AGENTS DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM GOSS | REGION DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHIP PIPER | REGION DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL OLDHAM | REGION DIRECTOR Trustee or director | 1 | $0 | $0 |
| NORFLEET ANTHONY III | IMMEDIATE PAST PRESIDENT Trustee or director | 1 | $0 | $0 |
| ERIC COLLISON | REGION DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL STEELE | REGION DIRECTOR Trustee or director | 1 | $0 | $0 |
| BATTLE BAGLEY III | VP REGION II Trustee or director | 1 | $0 | $0 |
| BOBBY SAIN | VP REGION I Trustee or director, Officer | 2 | $0 | $0 |
| KYMBERLY CLEVENGER | PRESIDENT ELECT Trustee or director, Officer | 2 | $0 | $0 |
| MATT SWALLOWS | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| RICHARD WHITLEY | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JOHN MCINTURFF III | NATIONAL DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| KEVIN OWNBY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2500 21ST AVE S STE 200, NASHVILLE, TN 37212-5625
- In care of
- % KRISTEN GULSON
- Principal officer (990 for 2025)
- KRISTEN GULSON, 2500 21ST AVENUE SOUTH Ste 200, NASHVILLE, TN 37212
- Signed the 990
- KRISTEN GULSON, EXECUTIVE DIRECTOR
- Phone
- (615) 385-1898
- Website
- WWW.INSURORS.ORG
- Return prepared by
- BELLENFANT PLLC
Mission
THE ORGANIZATION OFFERS SUPPORT TO INDEPENDENT INSURANCE AGENCIES THROUGH LOBBYING, OFFERING PRODUCTS FOR AGENCY NEEDS, EDUCATION, AND RESOURCES IN ORDER TO BETER SERVE THE PUBLIC AND THEIR COMPANY.
Program accomplishments
- THE ORGANIZATION HAS EDUCATIONAL CONFERENCES, CONVENTIONS, MEETINGS, SCHOOLS AND SEMINARS.Expenses $1,690,312
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 | 990 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
- 62-0379523
- 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)
- $7,150,135
- Income (IRS master file)
- $2,240,062
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,026,073 | $1,690,312 | $7,150,135 | XML |
| 990 | December 2024 | $2,150,492 | $1,906,963 | $6,099,941 | XML |
| 990 | December 2023 | $2,039,535 | $1,753,259 | $5,857,490 | XML |
| 990 | December 2022 | $1,912,197 | $1,875,359 | $5,399,869 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 62-0379523).
Questions about INDEPENDENT INSURANCE AGENTS OF TENNESSEE
- What is the EIN of INDEPENDENT INSURANCE AGENTS OF TENNESSEE?
- The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS OF TENNESSEE is 62-0379523.
- Is INDEPENDENT INSURANCE AGENTS OF TENNESSEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1942.
- Are donations to INDEPENDENT INSURANCE AGENTS OF TENNESSEE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDEPENDENT INSURANCE AGENTS OF TENNESSEE 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 OF TENNESSEE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDENT INSURANCE AGENTS OF TENNESSEE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of INDEPENDENT INSURANCE AGENTS OF TENNESSEE?
- The 990 for the year ended December 31, 2025 names KRISTEN GULSON.
- Who are the officers and directors of INDEPENDENT INSURANCE AGENTS OF TENNESSEE?
- The 990 for the year ended December 31, 2025 lists 20 people; 2 received compensation from the organization, the highest $170,708 (KRISTEN GULSON, EXECUTIVE DIRECTOR).
- How much revenue does INDEPENDENT INSURANCE AGENTS OF TENNESSEE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,026,073, expenses of $1,690,312 and total assets of $7,150,135 at year end.
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