IIAA EDUCATION FOUNDATION

As filed

Subsection

03

NTEE code

B82Z

Classification

1000

Street

127 SOUTH PEYTON ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

3 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC

  EIN 13-5665571

• PROJECT INVEST

  EIN 13-3315296

• TRUSTED CHOICE INC

  EIN 54-2052195

Mission and programs · 2024

• THE FOCUS OF THE FOUNDATION'S PROGRAMS ARE TO PROVIDE FINANCIAL ASSISTANCE TO INSURANCE INDUSTRY PERSONNEL IMPACTED BY CATASTROPHIC OCCURRENCES NOT COVERED BY THEIR OWN INSURANCE OR OTHER GRANTS AND FUNDING SOURCES. FOR THE YEAR ENDED AUGUST 31, 2023, THE ORGANIZATION AWARDED OVER $600,000 IN GRANTS TO QUALIFIED RECIPIENTS. THE FUNDING FOR THE FOUNDATION IS DERIVED FROM DONATIONS FROM IIABA MEMBERS, OTHER INDUSTRY ORGANIZATIONS AND INSURANCE CARRIERS.

  Expenses $606,539 · Grants $606,539

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $1,383,474

  Expenses

  $612,731

  Contributions

  $1,383,474

  Grants paid

  $606,539

• 2023

  Revenue

  $4,179

  Expenses

  $16,888

  Contributions

  $4,179

  Grants paid

  $13,000

• 2022

  Revenue

  $300,472

  Expenses

  $190,175

  Contributions

  $300,472

  Grants paid

  $181,949

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $46,085

  Expenses

  $128,791

  Assets (EOY)

  $843,269

• 2020 · 990

  Revenue

  $174,905

  Expenses

  $733,108

  Assets (EOY)

  $926,736

• 2019 · 990

  Revenue

  $2,766,149

  Expenses

  $1,442,736

  Assets (EOY)

  $1,484,939

• 2018 · 990-EZ

  Revenue

  $112,280

  Expenses

  $82,500

  Assets (EOY)

  $160,765

• 2017 · 990-EZ

  Revenue

  $161,375

  Expenses

  $136,000

  Assets (EOY)

  $130,985

• 2016 · 990-EZ

  Revenue

  $187,531

  Expenses

  $262,500

  Assets (EOY)

  $105,610

• 2013 · 990-EZ

  Revenue

  $3,045

  Expenses

  $13,035

  Assets (EOY)

  $187,979

• 2012 · 990-EZ

  Revenue

  $44,678

  Expenses

  $39,182

  Assets (EOY)

  $197,969

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

• MCDANIEL INSURANCE SOLUTIONS LLC

  $15,000

  2022 · TCDRF GRANT

• BRANK INSURANCE AGENCY

  $10,000

  2024 · RELIEF FUND

• GEO M STEVENS & SONS CO

  $10,000

  2024 · RELIEF FUND

• RICE AND LEHR INSURANCE

  $10,000

  2024 · RELIEF FUND

• RUNYON INSURANCE AGENCY INC

  $10,000

  2024 · RELIEF FUND

• TAYLOR & ASSOCIATES

  $10,000

  2024 · RELIEF FUND

• THE INSURANCE CENTER LLC

  $9,640

  2024 · RELIEF FUND

• MICHAEL SCOTT ROSEN INSURANCE AGENCY INC

  $7,500

  2024 · RELIEF FUND

• YTK ENTERPRISES LLC

  $7,500

  2024 · RELIEF FUND

Where these grants went next →

Grants received

• INDEPENDENT INSURANCE AGENTS OF TEXAS

  $20,000

  2022 · DISASTER RELIEF FUND

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files