Nonprofit · EIN 23-1582076
INSURANCE AGENTS AND BROKERS OF PENNSYLVANIA INC
Tax-exempt · MECHANICSBURG, PA 17055
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $2,627,703 | $2,506,750 | $120,953 | $6,935,207 | $2,051,941 | $4,883,266 |
| March 31, 2024 | 990 | $2,352,737 | $2,247,467 | $105,270 | $6,756,482 | $1,989,140 | $4,767,342 |
| March 31, 2023 | 990 | $2,170,730 | $2,255,034 | -$84,304 | $6,042,204 | $1,577,651 | $4,464,553 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,573,567
- Investment income
- $200,625
- Royalties
- $712,900
- Net gain from sales of assets
- $59,062
- Other revenue
- $853,511
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $9,111
- Travel
- $91,666
- Program services (functional)
- $1,025,252
- Management and general (functional)
- $1,481,498
Balance sheet and other
- Total assets, start of year
- $6,756,482
- Total assets, end of year
- $6,935,207
- Total liabilities, end of year
- $2,051,941
- Net assets, end of year
- $4,883,266
- Publicly traded securities
- $2,098,050
- Net assets without donor restrictions
- $4,883,266
- Gross receipts
- $4,650,700
- Employees
- 0
- Volunteers
- 26
- Year formed
- 1945
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JASON F ERNEST | PRESIDENT & Officer | 12 | $0 | $332,050 | $30,052 |
| KEITH E FOSTER | TREASURER & Officer | 12 | $0 | $119,908 | $19,017 |
| TIMOTHY A WONDER | SECRETARY Officer | 12 | $0 | $117,678 | $19,651 |
| CHRIS MILLER | CHAIR OF BOA Trustee or director | 1 | $0 | $0 | $0 |
| SARAH K DAWSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRUCE D KRAFT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHAYNE MCINTOSH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BILL PURDY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DONNA ROPER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA PARRY BECKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID RIVELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL P GAETANO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL MCGROARTY JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JASON F ERNEST | PRESIDENT & Officer | 12 | $0 | $833,032 | $24,752 |
| TIMOTHY A WONDER | SECRETARY Officer | 12 | $0 | $114,241 | $17,719 |
| KEITH E FOSTER | TREASURER & Officer | 12 | $0 | $113,809 | $16,950 |
| CHRIS MILLER | CHAIR OF BOA Trustee or director | 1 | $0 | $0 | $0 |
| SARAH K DAWSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRUCE D KRAFT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BILL PURDY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DONNA ROPER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA PARRY BECKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LEN GIESELER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHAYNE MCINTOSH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID RIVELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT SMYRL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JASON F ERNEST | PRESIDENT & Officer | 12 | $0 | $293,574 | -$149,180 |
| TIMOTHY A WONDER | SECRETARY Officer | 12 | $0 | $110,840 | $16,077 |
| KEITH E FOSTER | TREASURER & Officer | 12 | $0 | $109,788 | $15,276 |
| SARAH K DAWSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW ENDERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LEN GIESELER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRUCE D KRAFT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHAYNE MCINTOSH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BILL PURDY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DONNA ROPER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TARA SILFIES | CHAIR OF BOA Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT SMYRL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 650 WILSON LN STE 200, MECHANICSBURG, PA 17055-4584
- Principal officer (990 for 2024)
- JASON F ERNEST, 650 WILSON LANE SUITE 200, MECHANICSBURG, PA 17055
- Signed the 990
- JASON F ERNEST, PRESIDENT & CEO
- Phone
- (717) 795-9100
- Website
- IABFORME.COM
- Return prepared by
- BROWN PLUS
Mission
THE PURPOSE OF THE CORPORATION IS TO PROMOTE THE INTEREST, WELFARE AND COMMON GOOD OF THE INSURANCE AGENCY BUSINESS AND THE AMERICAN AGENCY SYSTEM IN PARTICULAR; DEAL BY LAWFUL MEANS WITH THE COMMON PROBLEMS AND CONCERNS; FOSTER LAWFUL COOPERATIVE ACTION IN AREAS AFFECTING THE BUSINESS OF MEMBERS; ACT AS AN ADVOCATE AND REPRESENTATIVE BEFORE GOVERNMENT BODIES; ESTABLISH POLICIES AND CONDUCT ACTIVITIES FOR THE ADVANCEMENT OF THE INSURANCE AGENCY BUSINESS AND THE AMERICAN AGENCY SYSTEM IN PARTICULAR; PROMOTE THE AGENCY BUSINESS, PROVIDE EDUCATIONAL AND PROFESSIONAL DEVELOPMENT, FOSTER PROFESSIONAL CONDUCT AND GATHER AND DISSEMINATE INFORMATION; AND ENGAGE IN ANY LAWFUL ACT OR ACTIVITY FOR WHICH NONPROFIT CORPORATIONS MAY BE ORGANIZED UNDER THE NONPROFIT CORPORATION LAW OF THE COMMONWEALTH OF PENNSYLVANIA.
Program accomplishments
- INDUSTRY LEADER SUPPORTING AND/OR PROVIDING EDUCATIONAL, TRAINING AND PROFESSIONAL DEVELOPMENT OPPORTUNITES RELEVANT TO THE NEEDS OF OUR MEMBERS, CUSTOMERS AND THE INDUSTRY AT LARGE.Expenses $780,861
- DUES PROVIDE OR/ARE A RESOURCE FOR THE PRODUCT AND SERVICE NEEDS OF OUR MEMBERS AND CUSTOMERS.Expenses $29,617
- MEMBER EVENTS AND PRODUCTS PROVIDE OPPORTUNITIES FOR MEMBERS AND PARTNERS TO CONNECT ON INDUSTRY AND ASSOCIATION MATTERS.Expenses $121,634
- ADVOCATE FOR MEMBERS' INTEREST BEFORE GOVT, LEGAL SYSTEM, OUR COMPANIES AND THE PUBLIC.Expenses $93,140
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 23-1582076
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1946
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,935,207
- Income (IRS master file)
- $4,650,700
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $2,627,703 | $2,506,750 | $6,935,207 | XML |
| 990 | March 2024 | $2,352,737 | $2,247,467 | $6,756,482 | XML |
| 990 | March 2023 | $2,170,730 | $2,255,034 | $6,042,204 | XML |
| 990 | March 2022 | $2,426,813 | $2,281,878 | $6,872,120 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-1582076).
Questions about INSURANCE AGENTS AND BROKERS OF PENNSYLVANIA INC
- What is the EIN of INSURANCE AGENTS AND BROKERS OF PENNSYLVANIA INC?
- The employer identification number (EIN) of INSURANCE AGENTS AND BROKERS OF PENNSYLVANIA INC is 23-1582076.
- Is INSURANCE AGENTS AND BROKERS OF PENNSYLVANIA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1946.
- Are donations to INSURANCE AGENTS AND BROKERS OF PENNSYLVANIA INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INSURANCE AGENTS AND BROKERS OF PENNSYLVANIA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INSURANCE AGENTS AND BROKERS OF PENNSYLVANIA INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSURANCE AGENTS AND BROKERS OF PENNSYLVANIA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of INSURANCE AGENTS AND BROKERS OF PENNSYLVANIA INC?
- The 990 for the year ended March 31, 2025 names JASON F ERNEST.
- Who are the officers and directors of INSURANCE AGENTS AND BROKERS OF PENNSYLVANIA INC?
- The 990 for the year ended March 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does INSURANCE AGENTS AND BROKERS OF PENNSYLVANIA INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $2,627,703, expenses of $2,506,750 and total assets of $6,935,207 at year end.
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