AUMdb

Independent Agents Association Executives

EIN 582004363 · 501(c)(6) · Public charity · Warwick, RI · recognized 1992

Assets
$336K
Revenue
$201K
Expenses
$234K
Investment income
$6.6K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
John Barbour President $0 $0
Matt Banaszynski Vice president $0 $0
Kelley Erstine Secretary $0 $0
Tara Purvis Treasurer $0 $0
Phil Lackman Immed. past president $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $336K $201K $234K 990 990 · obj 202512209349300206 IRS ↗
12/31/2023 $352K $206K $164K 990 990 · obj 202542209349300304 IRS ↗