Insurance Industry Charitable Foundation Inc
Donations deductibleRevenue
$8.1m
year to 31 December 2025
Expenses
$7.3m
year to 31 December 2025
Total assets
$5m
$1m liabilities
Net assets
$4m
assets less liabilities
Directors and trustees
24
7.0y av
Staff
13
employees, year to 31 December 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
8
named in Part VII
Insurance Industry Charitable Foundation Inc's network
24 people10 organisationsi24 people and 10 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (24). Violet dotted lines (10) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
24 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - 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 in the tables. The network map shows same-name matches as likely links only, never as confirmed.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 24 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Barbara Bufkin | Board Member | 2018 | 8 yrs |
| Bruce Basso | Board Member | 2018 | 8 yrs |
| Bruce Sassi | Board Member | 2021 | 5 yrs |
| Dave Alberts | Board Member | 2018 | 8 yrs |
| Dawn Miller | Board Member | 2021 | 5 yrs |
| Garrett Koehn | Board Member | 2022 | 4 yrs |
| Hank Watkins | Board Member | 2018 | 8 yrs |
| James Woods | Board Member | 2019 | 7 yrs |
| Jeff Kroeger | Board Member | 2020 | 6 yrs |
| Jodie Kaufman | Board Member | 2021 | 5 yrs |
| Joe Connelly | Board Member | 2021 | 5 yrs |
| John Gambale | Board Member | 2019 | 7 yrs |
| John Vasturia | Board Member | 2018 | 8 yrs |
| Ken Crerar | Board Member | 2018 | 8 yrs |
| Lisa Butera | Board Member | 2019 | 7 yrs |
| Marc Orloff | Board Member | 2021 | 5 yrs |
| Matthew Kirk | Board Member | 2018 | 8 yrs |
| Nancy Thomas | Board Member | 2022 | 4 yrs |
| Paul Wheaton | Board Member | 2020 | 6 yrs |
| Peter J Tucker (also filed as Peter Tucker) | Board Member | 2018 | 8 yrs |
| Randy Termeer | Board Member | 2021 | 5 yrs |
| Rod Hughes | Board Member | 2019 | 7 yrs |
| Sean Kevelighan | Board Member | 2018 | 8 yrs |
| Sophia YEN | Board Member | 2018 | 8 yrs |
Officers and senior leadership
8 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Alisa Breese | VP Communications | since 2018 |
| Anna Panoian | Director of | since 2020 |
| Elizabeth Myatt | Executive Director | since 2018 |
| Hank Watkins | Board Chair | since 2020 |
| Kelly Hartweg | Executive Director | since 2018 |
| Melissa Duncan | Executive Director | since 2018 |
| Sarah Conway | Executive Director | since 2021 |
| William Ross | CEO | since 2018 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| William Ross | CEO | 40 | $811k | $35k | |
| Elizabeth Myatt | Executive Director | 40 | $316k | $48k | |
| Alisa Breese | VP Communications | 40 | $202k | $52k | |
| Anna Panoian | Chief Financial Officer | 40 | $202k | $34k | |
| Melissa Duncan | Executive Director | 40 | $200k | $20k | |
| Sarah Conway | Executive Director | 40 | $195k | $33k | |
| Kelly Hartweg | Executive Director | 40 | $177k | $39k | |
| Dave Alberts | Board Member | 0 | $0 | ||
| Barbara Bufkin | Board Member | 0 | $0 | ||
| John Gambale | Board Member | 0 | $0 | ||
| Rod Hughes | Board Member | 0 | $0 | ||
| Sean Kevelighan | Board Member | 0 | $0 | ||
| Marc Orloff | Board Member | 0 | $0 | ||
| Peter J Tucker | Board Member | 0 | $0 | ||
| John Vasturia | Board Member | 0 | $0 | ||
| Amy Halliburton | Board Member | 0 | $0 | ||
| Bill Mecklenberg | Board Member | 0 | $0 | ||
| Cheryl Rosario | Board Member | 0 | $0 | ||
| Chris Jones | Board Member | 0 | $0 | ||
| Dan Kennedy | Board Member | 0 | $0 | ||
| Joel Wood | Board Member | 0 | $0 | ||
| Jack Falvey | Board Member | 0 | $0 | ||
| Larry Williams | Board Member | 0 | $0 | ||
| Marcie Stephan | Board Member | 0 | $0 | ||
| Mark Trumper | Board Member | 0 | $0 | ||
| Olga Collins | Board Member | 0 | $0 | ||
| Peter Shalhoub | Board Member | 0 | $0 | ||
| Scott Simonson | Board Member | 0 | $0 | ||
| Steve Marohn | Board Member | 0 | $0 | ||
| Suzanne Scatliffe | Board Member | 0 | $0 | ||
| Travis Bethune | Board Member | 0 | $0 | ||
| Wendy Houser | Chairwoman of the Board | 0 | $0 | ||
| Dawn Miller | Board Member | 0 | $0 | ||
| Adam McDonough | Board Member | 0 | $0 | ||
| Hank Watkins | Board Member | 0 | $0 | ||
| Marc Lipman | Board Member | 0 | $0 | ||
| Paul Smith | Board Member | 0 | $0 |
Colorado roster
40 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263027076). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Dawn Miller | Board Member |
| Cheryl Rosario | Board Member |
| Dan Kennedy | Board Member |
| Brent Gaeta | Board Member |
| Alisa Breese | Vice President, Communications |
| Amy Halliburton | Board Member |
| Anna Panoian | |
| Loriann Lowery-Biggers | Chief Executive Officer |
| Olga Collins | Board Member |
| Joel Wood | Board Member |
| Sean Kevelighan | Board Member |
| Peter Tucker | Board Member |
| Scott Simonson | Board Member |
| John Gambale | Board Member |
| Barbara Bufkin | Chair |
| Rod Hughes | Board Member |
| Hank Watkins | Board Member |
| Elizabeth Myatt | Executive Director |
| Mark Trumper | Board Member |
| Kelly Hartweg | Executive Director, Midwest Division |
| Sabrina Timmins | Board Member |
| Wendy Houser | Board Member |
| Adam McDonough | Board Member |
| Peter Shalhoub | Board Member |
| Chris Johnston | Board Member |
| Sarah Conway | Executive Director - Southeast Division |
| Dave Alberts | Board Member |
| Loriann Lowery-Biggers | CEO |
| Bill Mecklenberg | Board Member |
| Paul Smith | Board Member |
| Jack Falvey | Board Member |
| Marc Orloff | Board Member |
| Sarah Gavlick | Board Member |
| Anna Panoian | CFO |
| Marc Lipman | Board Member |
| Travis Bethune | Board Member |
| Chris Jones | Board Member |
| Alexis Ziering | Secretary |
| John Vasturia | Board Member |
| Larry Williams | Board Member |
About
- Legal name
- Insurance Industry Charitable Foundation Inc
- EIN
- 201240972
- Address
- 2121 Avenue of the Stars, Los Angeles, CA, 90067-5010
- State
- California
- Mission
- The insurance industry charitable foundation seeks to help communities and enrich lives by combining the collective strengths of the industry to provide grants and volunteer service. (as filed on the Form 990)
- Activity (NTEE)
- T30 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 6 (IRS master file code)
- Formed
- 1994
- Principal officer
- Anna Panoian (as named on the Form 990)
- IRS ruling date
- 1 August 2004
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsBarbara Bufkin
≥8years on the filingsBruce Basso
≥8years on the filingsDave Alberts
≥8years on the filingsHank Watkins
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $5m
- Total liabilities
- $1m
- Net assets or fund balances
- $4m
- Contributions and grants received
- $7.8m
- Program service revenue
- $0
- Grants and similar paid out
- $3.8m
- Employees
- 13
Grants paid
25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Insurance Industry Charitable Foundation, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Colorado Secretary of State (CDOS), business entities (data.colorado.gov 4ykn-tg5h). Licence: public domain. Data last fetched 18 October 2026.
- State
- Colorado
- Entity type
- nonprofit corporation
- Status
- Good Standing
- Formed
- 7 August 2012
- Registered agent
- 3H Agent Services, Inc. (city and state not held)
This register does not publish officers or directors.