Council of Insurance Agents & Brokers
EIN 131952497 · DC · 501(c)06
The organisation
- 701 PENNSYLVANIA AVENUE, WASHINGTON, DC, 20004-2608, DC 20004-2608
- Size band: 9
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Board at a glance
Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 35 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
Renewal outlook
High-priority approach observed from annual filings
- 10 board members were on the previous filing but not the latest one - several seats appear to have opened.
- Sizeable organisation (revenue $29m).
- The board chair has served at least 6 years (observed across filings) - a chair transition may be approaching.
- 19 of 35 board members have served at least 5 years (observed).
A computed likelihood from the observed filing history and filed revenue. It is not a confirmed vacancy, and this edition never states that a nonprofit is recruiting. "Departures" mean a board member was on the previous filing but not the latest one, which usually means a seat opened but can also mean they were simply not listed that year.
Filed finances
| Tax year | Total revenue | Total expenses |
|---|---|---|
| 2024 | $29.4m | $26.3m |
As filed on the IRS Form 990.
The board (directors and trustees)
| Name | Title as filed | On the filings |
|---|---|---|
| Keith Schuler Chair | CHAIR | on filings since 2018 (at least 6y) |
| Andrew Barrengos (also filed as Andy Barrengos) | VICE CHAIR | on filings since 2018 (at least 6y) |
| Brenda Ballard Austenfeld (also filed as Brenda Austenfeld) | DIRECTOR | on filings since 2018 (at least 6y) |
| Bumpy Triche | DIRECTOR | on filings since 2020 (at least 4y) |
| Chris Boone | DIRECTOR | on filings since 2019 (at least 5y) |
| Cynthia Beveridge | DIRECTOR | on filings since 2023 (at least 1y) |
| Douglas Hammond (also filed as Doug Hammond) | DIRECTOR | on filings since 2022 (at least 2y) |
| Eric O Leavitt (also filed as Eric Leavitt) | SECRETARY | on filings since 2018 (at least 6y) |
| Hiram Marrero | DIRECTOR | on filings since 2022 (at least 2y) |
| Jacque Roth | DIRECTOR | first appears 2024 |
| Jacques Verlingue | DIRECTOR | on filings since 2019 (at least 5y) |
| James L Bailey (also filed as JIM Bailey) | DIRECTOR | on filings since 2018 (at least 6y) |
| James Parker | DIRECTOR | first appears 2024 |
| Jeff Rodriguez | DIRECTOR | on filings since 2023 (at least 1y) |
| JIM Henderson | DIRECTOR | on filings since 2022 (at least 2y) |
| Jochen Koerner | DIRECTOR | on filings since 2019 (at least 5y) |
| JOH Eltham | DIRECTOR | first appears 2024 |
| John Howard | TREASURER | on filings since 2018 (at least 6y) |
| John J Tallarida (also filed as John Tallarida) | DIRECTOR | on filings since 2018 (at least 6y) |
| Kate Armfield | DIRECTOR | on filings since 2019 (at least 5y) |
| Kate Bang | DIRECTOR | on filings since 2023 (at least 1y) |
| Kerry Morris | DIRECTOR | on filings since 2022 (at least 2y) |
| Matthew Kirk | DIRECTOR | first appears 2024 |
| Michael Chang | DIRECTOR | on filings since 2023 (at least 1y) |
| Michael Christian | DIRECTOR | on filings since 2019 (at least 5y) |
| Michael E Victorson (also filed as Michael Victorson, Mike Victorson) | DIRECTOR | on filings since 2018 (at least 6y) |
| Peter Gruenbeg | DIRECTOR | first appears 2024 |
| Peter J Krause (also filed as Peter Krause) | DIRECTOR | on filings since 2018 (at least 6y) |
| Powell Brown | DIRECTOR | on filings since 2018 (at least 6y) |
| Robert T Cawley (also filed as BOB Cawley, Robert Cawley) | DIRECTOR | on filings since 2018 (at least 6y) |
| Rusty Reid | DIRECTOR | on filings since 2022 (at least 2y) |
| Scott M Purviance (also filed as Scott Purviance) | DIRECTOR | on filings since 2018 (at least 6y) |
| TOM A Hughston (also filed as TOM Hughston) | DIRECTOR | on filings since 2018 (at least 6y) |
| Walter R Fawcett III (also filed as Walter Fawcett) | DIRECTOR | on filings since 2018 (at least 6y) |
| William Pridgeon | DIRECTOR | on filings since 2022 (at least 2y) |
The board is the directors and trustees named in Part VII of the organisation's annual IRS Form 990; officers and senior staff are listed separately below, not counted as board. The IRS files no appointment date, so tenure here is observed from how many years a person appears on the filings - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Officers and senior leadership
Named in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
| Name | Title as filed | On the filings |
|---|---|---|
| Benita Harrison-Wickline | CHIEF FINANCIAL OFFICER | since 2018 |
| Beth Mcmahon | VP, PEOPLE CULTURE | since 2023 |
| Blaire Bartlett | VP, GOVERNMENT & POLITICAL AFFAIRS | since 2022 |
| Catherine S Richardson | VICE PRESIDENT | since 2018 |
| Elizabeth Mcdaid | SVP, LEADERSHIP & MGMT RESOURCES | since 2018 |
| Joel R Wood | SVP, GOVERNMENT AFFAIRS | since 2018 |
| Joel T Kopperud | SVP, GOVERNMENT AFFIARS | since 2022 |
| John P Fielding | GENERAL COUNSEL | since 2018 |
| Julia Ruiz | SVP, LEADERSHIP & MGMT RESOURCES | 2024 |
| KEN A Crerar | PRESIDENT/CEO | since 2018 |
| KEN Haltenhof | VP, MEMBERSHIP | since 2022 |
| Lindsay Dames | VP, EXTERNAL AFFAIRS & SPONSORSHIP | since 2023 |
| Maureen Lilienthal | VP, LEADERSHIP & MNGMNT RESOURCES | 2022 |
| Nicole Vasile | VP, MKTG & COMMUNICATIONS | since 2023 |
| Paula J Staley | SVP, MEETINGS | since 2022 |
| Susan Rushford | SVP, MKTG & COMMUNICATIONS | since 2019 |
| Webb B Milward | VICE PRESIDENT | since 2018 |