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American Association Of Insurance Services

  • Lisle, IL
  • Tax-exempt since May 1975
  • EIN: 36-2021360

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$26.1M (2023)

Expenses
$27M (2023)

Total Assets
$29.1M (2023)

Total Liabilities
$19.3M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,073,591
Expenses
$27,002,063
Net Income
-$928,472
Net Assets
$9,776,698
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,929,573
99.4%
Investment Income $90,280
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $53,738
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,750,371
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $13,823,322
51.2%
Assets/Debt
Total Assets $29,082,082
Total Liabilities $19,305,384
Net Assets $9,776,698
Compensation
Key Employees and Officers Compensation Related Other
Edmund Kelly (President And Ceo) $1,129,382 $0 $23,318
Joan Zerkovich (Svp) $699,473 $0 $23,928
Teresa Westcott (Vp Legal & Compliance) $427,654 $0 $16,743
John Kadous (Vice President Of Products) $359,959 $0 $32,757
John Greene (Director Of Marketing & Communications) $342,489 $0 $15,077
Michael Payne (Vice President Of Actuarial Services / Chief Prici) $333,277 $0 $25,420
Ken Sayers (Vice President Of Technology) $243,357 $0 $31,386
Karen Sheridan (Director Of Human Resources) $229,300 $0 $18,291
Nicole Milos (Director Of Legal) $208,646 $0 $28,778
David Kaufman (Director) $0 $0 $0
David Duclos (Director) $0 $0 $0
Bruce Kelly (Director) $0 $0 $0
Ross Fisher (Director) $0 $0 $0
Werner E Kruck (Director) $0 $0 $0
Randy Shaw (Director) $0 $0 $0
Jill Kelly (Director) $0 $0 $0
Keith Wolfe (Director) $0 $0 $0
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Document Links

990
Filed on May 9, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,996,929
Expenses
$22,506,361
Net Income
$1,490,568
Net Assets
$9,655,953
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,784,810
99.1%
Investment Income $212,119
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,632,581
16.1%
Professional Fundraising Fees $0
Other Salaries and Wages $9,027,152
40.1%
Assets/Debt
Total Assets $24,837,464
Total Liabilities $15,181,511
Net Assets $9,655,953
Compensation
Key Employees and Officers Compensation Related Other
Edmund Kelly (President And Ceo) $1,162,508 $0 $10,909
Joan Zerkovich (Svp) $646,714 $0 $10,975
Truman Esmond (Vp Customer Engage (Thru 7/7/22)) $409,058 $0 $0
Ruturaj Waghmode (Vp Of Data Services (Thru 2/4/22)) $409,058 $0 $0
Teresa Westcott (Vp Legal & Compliance) $401,709 $0 $8,693
John Kadous (Vp Personal Lines) $353,104 $0 $15,637
Robert Guevara (Vp Inland Marine (Thru 3/31/22)) $311,614 $0 $0
John Greene (Director Communications) $302,007 $0 $7,791
Michael Payne (Director, Actuarial) $286,086 $0 $15,571
Kenneth Sayers (Solutions Architect) $230,397 $0 $14,086
Longda Yin (Manager, Agile Working Group) $196,309 $0 $0
Nicole Milos (Associate Counsel) $192,419 $0 $0
David Kaufman (Chairman) $0 $0 $0
Dave Duclos (Vice Chairman) $0 $0 $0
Herman Bontrager (Director) $0 $0 $0
Ross Fisher (Director) $0 $0 $0
Bruce Kelley (Director) $0 $0 $0
Werner Kruck (Director) $0 $0 $0
Randy Shaw (Director) $0 $0 $0
Jill Wagner Kelly (Director) $0 $0 $0
Keith Wolfe (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 23, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,784,346
Expenses
$20,459,906
Net Income
$1,324,440
Net Assets
$9,139,552
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,732,145
99.8%
Investment Income $52,201
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,308,785
16.2%
Professional Fundraising Fees $0
Other Salaries and Wages $7,240,866
35.4%
Assets/Debt
Total Assets $23,041,835
Total Liabilities $13,902,283
Net Assets $9,139,552
Compensation
Key Employees and Officers Compensation Related Other
Edmund Kelly (President And Ceo) $1,012,778 $0 $15,547
Joan Zerkovich (Svp) $580,220 $0 $13,734
Teresa Westcott (Vp Legal & Compliance) $370,421 $0 $8,764
Truman Esmond (Vp Customer Engage) $356,344 $0 $31,663
John Kadous (Vp Personal Lines) $315,395 $0 $31,663
John Greene (Director Communications) $294,704 $0 $8,764
Robert Guevara (Vp Inland Marine) $291,076 $0 $13,683
Phil Legrone (Vp Actuarial/Analytics (Thru 2/4/21)) $279,902 $0 $31,663
Belinda Nguyen (Head, Data Analytics) $228,710 $0 $10,468
Michael Payne (Director, Actuarial) $219,255 $0 $22,142
Kenneth Sayers (Solutions Architect) $210,432 $0 $21,788
Joseph Wilhelmy (Director, Data Engineering) $204,737 $0 $6,357
David Kaufman (Chairman) $0 $0 $0
Dave Duclos (Vice Chairman) $0 $0 $0
Herman Bontrager (Director) $0 $0 $0
Bruce Kelley (Director) $0 $0 $0
Ross Fisher (Director) $0 $0 $0
Werner Kruck (Director) $0 $0 $0
Randy Shaw (Director) $0 $0 $0
Kim Smith (Director) $0 $0 $0
Keith Wolfe (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 22, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,472,527
Expenses
$19,579,655
Net Income
-$107,128
Net Assets
$6,952,073
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,355,760
99.4%
Investment Income $116,767
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,514,641
18.0%
Professional Fundraising Fees $0
Other Salaries and Wages $6,986,018
35.7%
Assets/Debt
Total Assets $12,541,950
Total Liabilities $5,589,877
Net Assets $6,952,073
Compensation
Key Employees and Officers Compensation Related Other
Edmund Kelly (President And Ceo) $848,391 $0 $23,343
Joan Zerkovich (Svp Coo) $547,909 $0 $15,004
Teresa Westcott (Vp Legal & Compliance) $345,355 $0 $23,343
Truman Esmond (Vp Customer Engage) $332,587 $0 $27,976
John Kadous (Vp Personal Lines) $294,860 $0 $13,470
Robert Guevara (Vp Inland Marine) $292,788 $0 $13,734
Michael Peters (Vp Finance (Thru 3/16/20)) $287,265 $0 $8,583
Phil Legrone (Vp Data & Actuarial Sol) $272,206 $0 $23,109
John Greene (Director Communications) $255,672 $0 $7,793
Belinda Nguyen (Head, Data Analytics) $200,499 $0 $8,067
Kenneth Sayers (Solutions Architect) $198,632 $0 $20,897
Michael Payne (Director, Actuarial) $197,361 $0 $19,639
Sharon Gates (Director, Business Intelligence (Thru 6/4/20)) $186,678 $0 $5,755
Bruce Kelley (Chairman) $0 $0 $0
Herman Bontrager (Director) $0 $0 $0
Dave Duclos (Director) $0 $0 $0
Marie Jewett (Director) $0 $0 $0
Werner Kruck (Director) $0 $0 $0
Randy Shaw (Director) $0 $0 $0
Kim Smith (Director) $0 $0 $0
Dave Kaufman (Vice Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 25, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,103,470
Expenses
$17,764,796
Net Income
$338,674
Net Assets
$7,413,293
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,399,059
96.1%
Program Services $528,133
2.9%
Investment Income $176,278
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,023,650
17.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,622,264
Total Liabilities $4,208,971
Net Assets $7,413,293

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,898,638
Expenses
$15,623,289
Net Income
$1,275,349
Net Assets
$7,584,136
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,410,161
97.1%
Program Services $439,754
2.6%
Investment Income $48,723
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,785,893
17.8%
Professional Fundraising Fees $0
Other Salaries and Wages $5,033,567
32.2%
Assets/Debt
Total Assets $11,317,683
Total Liabilities $3,733,547
Net Assets $7,584,136

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,217,361
Expenses
$14,793,297
Net Income
$424,064
Net Assets
$6,384,844
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,845,492
97.6%
Program Services $339,529
2.2%
Investment Income $32,340
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,001,398
20.3%
Professional Fundraising Fees $0
Other Salaries and Wages $4,530,031
30.6%
Assets/Debt
Total Assets $10,047,544
Total Liabilities $3,662,700
Net Assets $6,384,844

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,765,841
Expenses
$13,262,627
Net Income
$503,214
Net Assets
$5,403,425
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,365,984
97.1%
Program Services $373,803
2.7%
Investment Income $9,371
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $16,683
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,950,997
22.3%
Professional Fundraising Fees $0
Other Salaries and Wages $4,241,388
32.0%
Assets/Debt
Total Assets $9,389,878
Total Liabilities $3,986,453
Net Assets $5,403,425

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,979,066
Expenses
$13,665,759
Net Income
-$1,686,693
Net Assets
$5,450,475
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,636,284
97.1%
Program Services $319,777
2.7%
Investment Income $14,966
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,039
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,403,067
17.6%
Professional Fundraising Fees $0
Other Salaries and Wages $4,079,445
29.9%
Assets/Debt
Total Assets $8,813,086
Total Liabilities $3,362,611
Net Assets $5,450,475

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,510,122
Expenses
$11,795,194
Net Income
-$1,285,072
Net Assets
$5,815,474
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,717,243
82.9%
Program Services $1,631,226
15.5%
Investment Income $16,894
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $72,353
0.7%
Net Inventory Sales $0
Other Revenue $72,406
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,673,667
14.2%
Professional Fundraising Fees $0
Other Salaries and Wages $4,847,182
41.1%
Assets/Debt
Total Assets $8,299,664
Total Liabilities $2,484,190
Net Assets $5,815,474

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,513,607
Expenses
$10,351,194
Net Income
-$837,587
Net Assets
$7,077,619
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,981,846
83.9%
Program Services $1,361,120
14.3%
Investment Income $22,263
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$328
Net Inventory Sales $0
Other Revenue $148,706
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,217,516
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $4,890,980
47.3%
Assets/Debt
Total Assets $9,178,694
Total Liabilities $2,101,075
Net Assets $7,077,619

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,406,716
Expenses
$8,345,708
Net Income
$1,061,008
Net Assets
$7,013,481
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,840,709
83.4%
Program Services $1,352,500
14.4%
Investment Income $25,090
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $188,417
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,190,961
14.3%
Professional Fundraising Fees $0
Other Salaries and Wages $4,131,023
49.5%
Assets/Debt
Total Assets $9,761,627
Total Liabilities $2,748,146
Net Assets $7,013,481

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,909,379
Expenses
$7,800,473
Net Income
$1,108,906
Net Assets
$7,621,155
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,422,004
83.3%
Program Services $1,288,212
14.5%
Investment Income $35,908
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $163,255
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,113,654
14.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,853,263
49.4%
Assets/Debt
Total Assets $9,005,373
Total Liabilities $1,384,218
Net Assets $7,621,155

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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