Nonprofit · EIN 86-0455004
INSURANCE TRAINING AND EDUCATION CENTER INC
Tax-exempt · PHOENIX, AZ 85012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $529,106 | $498,699 | $30,407 | $820,221 | $2,055,679 | -$1,235,458 |
| October 31, 2024 | 990 | $430,270 | $435,528 | -$5,258 | $605,413 | $1,871,278 | -$1,265,865 |
| October 31, 2023 | 990 | $387,041 | $492,530 | -$105,489 | $680,292 | $1,940,899 | -$1,260,607 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $275,000
- Program service revenue
- $246,187
- Investment income
- $7,919
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $51,939
- Other salaries and wages
- $90,680
- Salaries, compensation and benefits (total)
- $186,484
- Professional fundraising fees
- $0
- Accounting fees
- $6,700
- Occupancy
- $76,212
- Program services (functional)
- $335,002
- Management and general (functional)
- $163,697
Balance sheet and other
- Total assets, start of year
- $605,413
- Total assets, end of year
- $820,221
- Total liabilities, end of year
- $2,055,679
- Net assets, end of year
- -$1,235,458
- Land, buildings and equipment
- $4,957
- Net assets without donor restrictions
- -$1,235,458
- Gross receipts
- $529,106
- Employees
- 0
- Year formed
- 1995
- State of legal domicile
- AZ
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERRI EDWARDS | VICE PRESIDE Trustee or director, Officer | 14 | $41,125 | $76,375 | $30,897 |
| WHITNEY HOELZEN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JEFFREY CYR | SECRETARY/TR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KELLEY KIMBLE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TERESA K QUALE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TYLER WOODRUFF | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ADELIN M STAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KIMBERLY ADAMS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SARAH MITCHELL | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAN SIMON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ANITA ALFSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PHILLIP E DRACHMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended October 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERRI EDWARDS | VICE PRESIDE Trustee or director, Officer | 14 | $41,125 | $76,375 | $30,992 |
| MATTHEW SNOWDEN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ZACH BURTON | SECRETARY/TR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KELLEY KIMBLE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TERESA K QUALE CPCU CIC | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JEFFREY CYR | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TYLER WOODRUFF | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ADELIN M STAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KIMBERLY ADAMS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTOPHER DUNCAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SARAH MITCHELL | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAN SIMON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended October 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERRI EDWARDS | VICE PRESIDE Trustee or director, Officer | 14 | $40,625 | $75,446 | $33,526 |
| DAVID CUMMARD | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MIKE GALLAUGHER | SECRETARY/TR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KELLEY KIMBLE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TERESA K QUALE CPCU CIC | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JEFFREY CYR | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TYLER WOODRUFF | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ZACH BURTON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SCOTT BROWN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ADELIN M STAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STEVE WOODY WOODWORTH | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KIMBERLY ADAMS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 333 E FLOWER ST, PHOENIX, AZ 85012-2611
- Principal officer (990 for 2024)
- TERRI EDWARDS, 333 E FLOWER STREET, PHOENIX, AZ 85012
- Signed the 990
- TERRI EDWARDS, VICE PRESIDENT
- Phone
- (602) 956-1851
- Website
- WWW.IIABAZ.COM
- Return prepared by
- FESTER & CHAPMAN PLLC
Mission
EDUCATION FOR INDUSTRY PROFESSIONALS
Program accomplishments
- TO PROVIDE INSURANCE EDUCATION AND TO FOSTER SOUND AND LEGITIMATE INSURANCE AGENCY PRACTICES.Expenses $335,002 · revenue $246,187
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 86-0455004
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B400)
- Assets (IRS master file)
- $820,221
- Income (IRS master file)
- $529,106
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $529,106 | $498,699 | $820,221 | XML |
| 990 | October 2024 | $430,270 | $435,528 | $605,413 | XML |
| 990 | October 2023 | $387,041 | $492,530 | $680,292 | XML |
| 990 | October 2022 | $438,288 | $493,250 | $601,934 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 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 86-0455004).
Questions about INSURANCE TRAINING AND EDUCATION CENTER INC
- What is the EIN of INSURANCE TRAINING AND EDUCATION CENTER INC?
- The employer identification number (EIN) of INSURANCE TRAINING AND EDUCATION CENTER INC is 86-0455004.
- Is INSURANCE TRAINING AND EDUCATION CENTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to INSURANCE TRAINING AND EDUCATION CENTER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSURANCE TRAINING AND EDUCATION CENTER 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 INSURANCE TRAINING AND EDUCATION CENTER INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSURANCE TRAINING AND EDUCATION CENTER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of INSURANCE TRAINING AND EDUCATION CENTER INC?
- The 990 for the year ended October 31, 2025 names TERRI EDWARDS.
- Who are the officers and directors of INSURANCE TRAINING AND EDUCATION CENTER INC?
- The 990 for the year ended October 31, 2025 lists 12 people; 1 received compensation from the organization, the highest $41,125 (TERRI EDWARDS, VICE PRESIDE).
- How much revenue does INSURANCE TRAINING AND EDUCATION CENTER INC have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $529,106, expenses of $498,699 and total assets of $820,221 at year end.
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