named programs · 2 · from sources
What they call their work
Educational Programs
Offers training, certification courses, and professional development for independent insurance agents across Connecticut
Promotional Programs
Conducts outreach and marketing initiatives to promote the value of independent insurance agencies to consumers and policymakers
activities · 1 group
What they do
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Insurance Industry Trade Association 1 activity
- Conducts educational and promotional programs for independent insurance agents in ConnecticutProvides education and promotional initiatives aimed at supporting and advancing the independent insurance agency system within Connecticut.
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financials · form 990 · fy2025
revenue
Total revenue$434K
Contributions & grants$00%
Program service revenue$375K86%
Investment income$59K14%
Other revenue$0
expenses
Total expenses$492K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$0
Grants paid out$0
Largest expense lineOther
balance sheet
Total assets$2.44M
Cash$70K
Investments$2.35M
Liabilities$113K
Net assets$2.33M
Liquid reserves59.1 mo
6 years on record · 2020–2025 · YoY revenue -4.7%
leadership · form 990 part vii · fy2025
Who runs it
board members · 23
- ANTHONY DESALVA — DIRECTOR
- AUGUSTO RUSSELL CIC — ACTIVE PAST PRESIDENT
- BUD O'NEIL CPIA — ACTIVE PAST PRESIDENT
- GERARD PRAST CPIA — ACTIVE PAST PRESIDENT
- HOWARD S OLDERMAN — ACTIVE PAST PRESIDENT
- J KYLE DOUGHERTY CIC — IMMEDIATE PAST PRESIDENT
- JAMES R BERLINER CPCU — ACTIVE PAST PRESIDENT
- JEFFREY A KRAR — SECRETARY
- JOHN V DIMATTEO CFP AIF — ACTIVE PAST PRESIDENT
- JONATHAN T BLACK LUTCF CPIA CLTC — NATIONAL DIRECTOR
- JUSTIN SLOAN — YIP LIASON
- KATIE BAILEY CPIA ACSR CLCS — PRESIDENT-ELECT
- KEVIN P MCKIERNAN CIC CPIA — PRESIDENT
- KIMBERLY A TOMPKINS CIC AIS AINS — TREASURER
- MARK CONNELLY CIC — ACTIVE PAST PRESIDENT
- MICHAEL F KEATING — ACTIVE PAST PRESIDENT
- NICK KHAMARJI JR — DIRECTOR
- NICK RUICKOLDT CPIA — IMMEDIATE PAST PRESIDENT
- PETER FRASCARELLI CPIA — ACTIVE PAST PRESIDENT
- RYAN KELLY — DIRECTOR
- SCOTT BURNS — DIRECTOR
- SHANNON RABBETT CIC — ACTIVE PAST PRESIDENT
- TIMOTHY G RUSSELL CPCU — ACTIVE PAST PRESIDENT
strategies · 1
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.