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Nonprofit · EIN 82-0606839

AMERICAN AGENTS ALLIANCE FOUNDATION

Tax-exempt · SACRAMENTO, CA 95814

Financials

$0$1K2023$0$6202024$0$1K2025
Revenue Expenses · by fiscal year end
Financials of AMERICAN AGENTS ALLIANCE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$0$1,220-$1,220$39,039–$39,039
December 31, 2024990-EZ$0$620-$620$40,259–$40,259
December 31, 2023990-EZ$0$1,050-$1,050$40,879–$40,879
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$1,220
Program services (functional)
$1,037

Balance sheet and other

Total assets, start of year
$40,259
Total assets, end of year
$39,039
Total liabilities, end of year
–
Net assets, end of year
$39,039
Cash, savings and investments
$39,039

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Charlie GarrisonCFO0$0
Daniel GroffPresident0$0
Joel WrightVice President0$0
Ajay GuptaSecretary0$0
Harry CrusbergImm Past Pres0$0
990-EZ for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Charlie GarrisonCFO0$0
Daniel GroffPresident0$0
Joel WrightVice President0$0
Ajay GuptaSecretary0$0
Harry CrusbergImm Past Pres0$0
990-EZ for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Charlie GarrisonCFO0$0
Daniel GroffPresident0$0
Joel WrightVice President0$0
Debra JacksonSecretary0$0
Ken MayDirector0$0
Alexander EddyDirector0$0
Matt FullerDirector0$0
Mary WassinkDirector0$0
Mike RandlesDirector0$0

Address and contacts

Address (IRS master file)
1231 I ST STE 201, SACRAMENTO, CA 95814-2933
In care of
% MICHAEL D ARELLI
Mailing address (990-N for 2017)
1231 I Street, Sacramento CA 95814
Principal officer (990-N for 2017)
Harry Crusberg, 1231 I Street Suite 201, Sacramento CA 95814
Signed the 990-EZ
Mike D'Arelli, Executive Director
Phone
(916) 283-8473
Return prepared by
Sacramento Accounting & Advisory Group LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 82-0606839 or by the name AMERICAN AGENTS ALLIANCE FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

The American Agents Alliance Education Foundation (hereinafter the Foundation) is a national insurance industry educational association for independent insurance agents, dedicated to serving the continuing professional educational needs of independent insurance agents and brokers throughout the United States. The Foundation will provide insurance agents and brokers with a wealth of continuing professional educational resources and training programs ranging from the preparation of training and professional update books and on-line resources to training courses and seminars on a variety of topics and issues of interest to insurance agents and brokers. Topics will relate to personal insurance, commercial insurance, life and health insurance, insurance agency management, insurance agency operations, elements of risk management, and insurance-specific sales training. As the insurance industry changes, the Foundation will continue to develop high quality educational materials and programs to

990-EZ for the year ended December 31, 2025

Program accomplishments

  • Serving the continuing professional educational needs of independent insurance agents and brokers throughout the United States.
    Expenses $1,037

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-N for AMERICAN AGENTS ALLIANCE FOUNDATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
82-0606839
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2017
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$39,039

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$0$1,220$39,039XML
990-EZDecember 2024$0$620$40,259XML
990-EZDecember 2023$0$1,050$40,879XML
990December 2022$0$1,000$41,929IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS
990-N for 2017
Officer: Harry Crusberg
December 31, 2017≤ $50,000 receipts––e-Postcard

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 82-0606839).

Questions about AMERICAN AGENTS ALLIANCE FOUNDATION

What is the EIN of AMERICAN AGENTS ALLIANCE FOUNDATION?
The employer identification number (EIN) of AMERICAN AGENTS ALLIANCE FOUNDATION is 82-0606839.
Is AMERICAN AGENTS ALLIANCE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to AMERICAN AGENTS ALLIANCE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does AMERICAN AGENTS ALLIANCE FOUNDATION file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of AMERICAN AGENTS ALLIANCE FOUNDATION 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 AMERICAN AGENTS ALLIANCE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of AMERICAN AGENTS ALLIANCE FOUNDATION?
The 990-N for 2017 names Harry Crusberg.
Who are the officers and directors of AMERICAN AGENTS ALLIANCE FOUNDATION?
The 990-EZ for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does AMERICAN AGENTS ALLIANCE FOUNDATION have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $0, expenses of $1,220 and total assets of $39,039 at year end.

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