Insurance Institute of Kentucky Inc
Revenue
$312k
year to 31 December 2025
Expenses
$302k
year to 31 December 2025
Total assets
$186k
$78k liabilities
Net assets
$108k
assets less liabilities
Directors and trustees
6
4.8 years on average
Staff
0
employees, year to 31 December 2025
Chair observed
≥4 yrs
Brad Corso
Left since last filing
0
no seats appear to have opened
Insurance Institute of Kentucky Inc's network
6 peoplei6 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
6 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.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 17 voting members of its governing body on its latest Form 990 Part VI; we list 6 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Brad Corso Chair | Chair | 2020 | 6 yrs |
| Mark Schloemer Chair | Past Chair - Director | 2020 | 6 yrs |
| Allyson Smith | Company secretary | 2022 | 4 yrs |
| Dean Trachsel | Treasurer | 2024 | 2 yrs |
| Jennifer Rodewald | Director | 2024 | 2 yrs |
| R Lindsey McCutchan | Vice Chair | 2020 | 6 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 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 |
|---|---|---|
| Bart Rowland | President | since 2023 |
| Mark A Treesh | Financial Director | since 2020 |
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 |
|---|---|---|---|---|---|
| MML&K Government Solutions | Association Manager | 30 | $90k | ||
| Bart Rowland | President | 15 | $39k | ||
| Mark Treesh | Financial Director | 10 | $24k | ||
| Brad Corso | Chair | 1 | $0 | ||
| R Lindsey McCutchan | Vice Chair | 1 | $0 | ||
| Allyson Smith | Secretary | 1 | $0 | ||
| Dean Trachsel | Treasurer | 2 | $0 | ||
| Jennifer Rodewald | Director | 1 | $0 | ||
| Mark Schloemer | Past Chair - Director | 1 | $0 |
About
- Legal name
- Insurance Institute of Kentucky Inc
- EIN
- 311474334
- Address
- Po Box 54542, Lexington, KY, 40555-4542
- State
- Kentucky
- Mission
- The Insurance Institute of Kentucky is a non-profit corporation dedicated to educating, supporting, and assisting the Kentucky insurance consumer, market, and industry. (as filed on the Form 990)
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 4 (IRS master file code)
- Formed
- 1996
- Principal officer
- Mark A Treesh (as named on the Form 990)
- IRS ruling date
- 1 April 2017
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
Most connected
Longest observed on the filings
≥6years on the filingsBrad Corso
≥6years on the filingsMark Schloemer
≥6years on the filingsR Lindsey McCutchan
≥4years on the filingsAllyson Smith
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
- $186k
- Total liabilities
- $78k
- Net assets or fund balances
- $108k
- Contributions and grants received
- $310k
- Program service revenue
- $0
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $279k | $280k | Deficit $1k |
As filed on the IRS Form 990. US dollars.