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THE COUNCIL OF INSURANCE AGENTS AND BROKERS

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Public IRS 990 nonprofit record

THE COUNCIL OF INSURANCE AGENTS AND BROKERS

EIN 13-1952497 · Mutual & Membership Benefit (Y)

What they do

THE COUNCIL WAS ESTABLISHED to PROMOTE THE INTERESTS of ITS MEMBERS, WHO COMPRISE LEADING INSURANCE AGENCIES and BROKERAGE FIRMS.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

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Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders49 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$89.50spent for every $100 of revenueRevenue covered expenses this year.
$2.09in assets for every $1 spent this yearSome assets cannot be spent right away.
0.0%of its money came from giftsOther money may come from services or investments.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $5,621,527 for KEN A CRERAR (EXECUTIVE CHAIRMAN). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$29,384,112
Expenses$26,297,610
Annual surplus $3,086,502 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$29,384,112
Expenses$26,297,610
Assets$54,917,385
Income$40,935,356
Contributions$12,500
Grants given$740,200
Average grant$27,415
Stocks and bonds$22,397,528
Accounting fees$79,300
Investing fees$106,193
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
KEN A CRERAREXECUTIVE CHAIRMAN · 38 hrs/week $5,621,527Base $5,567,815 · Other $53,712
JOEL R WOODPRESIDENT / CEO · 36 hrs/week $1,107,119Base $1,028,646 · Other $78,473
CATHERINE RICHARDSONCHIEF OPERATING OFFICER · 36 hrs/week $795,994Base $726,196 · Other $69,798
JOEL T KOPPERUDSVP, GOVERNMENT AFFIARS · 38 hrs/week $542,507Base $480,113 · Other $62,394
BENITA HARRISON-WICKLINECHIEF FINANCIAL OFFICER · 36 hrs/week $532,572Base $460,437 · Other $72,135
ELIZABETH MCDAIDFOUNDATION, EVP · 26 hrs/week $448,823Base $379,734 · Other $69,089
SUSAN RUSHFORDSVP, MKTG & COMMUNICATIONS · 36 hrs/week $441,804Base $373,003 · Other $68,801
BLAIRE BARTLETTVP, GOVERNMENT & POLITICAL AFFAIRS · 38 hrs/week $333,373Base $289,108 · Other $44,265
BETH MCMAHONVP, PEOPLE & CULTURE · 38 hrs/week $321,497Base $273,383 · Other $48,114
JULIA RUIZSVP, LEADERSHIP & MGMT RESOURCES · 34 hrs/week $312,973Base $257,012 · Other $55,961
LINDSAY DAMESVP, EXTERNAL AFFAIRS & SPONSORSHIP · 38 hrs/week $303,121Base $270,012 · Other $33,109
PAULA STALEYSVP, MEETINGS · 36 hrs/week $278,387Base $218,890 · Other $59,497

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (49)

KEN A CRERAREXECUTIVE CHAIRMAN

JOEL R WOODPRESIDENT / CEO

CATHERINE RICHARDSONCHIEF OPERATING OFFICER

JOEL T KOPPERUDSVP, GOVERNMENT AFFIARS

BENITA HARRISON-WICKLINECHIEF FINANCIAL OFFICER

ELIZABETH MCDAIDFOUNDATION, EVP

SUSAN RUSHFORDSVP, MKTG & COMMUNICATIONS

BLAIRE BARTLETTVP, GOVERNMENT & POLITICAL AFFAIRS

BETH MCMAHONVP, PEOPLE & CULTURE

JULIA RUIZSVP, LEADERSHIP & MGMT RESOURCES

LINDSAY DAMESVP, EXTERNAL AFFAIRS & SPONSORSHIP

PAULA STALEYSVP, MEETINGS

KEN HALTENHOFSVP, MEMBERSHIP

NICOLE VASILEVP, MKTG & COMMUNICATIONS

POWELL BROWNDIRECTOR

PETER KRAUSEDIRECTOR

PETER GRUENBEGDIRECTOR

ROBERT CAWLEYDIRECTOR

MICHAEL VICTORSONDIRECTOR

MICHAEL CHRISTIANDIRECTOR

RUSTY REIDDIRECTOR

SCOTT PURVIANCEDIRECTOR

MICHAEL CHANGDIRECTOR

MATTHEW KIRKDIRECTOR

TOM HUGHSTONDIRECTOR

WALTER FAWCETTDIRECTOR

KERRY MORRISDIRECTOR

ANDREW BARRENGOSVICE CHAIR

WILLIAM PRIDGEONDIRECTOR

JAMES PARKERDIRECTOR

BRENDA AUSTENFELDDIRECTOR

BUMPY TRICHEDIRECTOR

CHRIS BOONEDIRECTOR

CYNTHIA BEVERIDGEDIRECTOR

DOUGLAS HAMMONDDIRECTOR

ERIC LEAVITTSECRETARY

HIRAM MARRERODIRECTOR

JACQUE ROTHDIRECTOR

JACQUES VERLINGUEDIRECTOR

KEITH SCHULERCHAIR

JEFF RODRIGUEZDIRECTOR

JIM BAILEYDIRECTOR

JIM HENDERSONDIRECTOR

JOCHEN KOERNERDIRECTOR

JOH ELTHAMDIRECTOR

JOHN HOWARDTREASURER

JOHN TALLARIDADIRECTOR

KATE ARMFIELDDIRECTOR

KATE BANGDIRECTOR

About this charity

Recognized since
January 1942
Location
701 PENNSYLVANIA AVENUE, WASHINGTON, DC 20004-2608
County
District of Columbia
In care of
JOEL R WOOD
Primary officer
JOEL R WOOD, PRESIDENT/CEO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
GELMAN ROSENBERG AND FREEDMAN PC
NTEE classification
Mutual & Membership Benefit (Y)
IRS tax category
Mutual & Membership Benefit
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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