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Trusted Choice Inc at a glanceAlso receives grants: funding profile →

· Public charity

Trusted Choice Inc

Trusted choice is a unifying brand created to help educate consumers about the benefits of using an independent insurance agent or broker when buying insurance.

$527k
Granted FY2024still arriving
7
Grants FY2024still arriving
7
States reached
$103k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Employment$4.7MHealth$2.3MArts & Culture$747kMembership Benefit$387kCommunity Improvement$308k
02FY2024 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 7 grants below total $334,075, the rows itemized in this filing. The $527,363 headline is the total grant expense on the return; the other $193,288 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • Under $10k1 grant · $6k
  • $10k–50k2 grants · $51k
  • $50k–250k4 grants · $278k
$55,000
Median grant
7
States reached
$3.6M
Total assets
Largest grants
RecipientAmount
MAKE-A-WISH$102,500
INDEPENDENT INSURANCE AGENTS OF RHODE ISLAND$60,000
INDEPENDENT INSURANCE AGENTS OF NC INC$60,000
MASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INC$55,000
INDEPENDENT INSURANCE AGENTS OF SOUTH DAKOTA$34,075
IIABCAL INDEPENDENT INSURANCE AGENTS & BROKERS OF CALIFORNIA$16,667
INDEPENDENT INSURANCE AGENTS OF OKLAHOMA$5,833
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 77% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%MAKE-A-WISH FOUNDATION: $420k → 11%Massachusetts Assn of Ins Agent: $65k → 11%IND INS AGTS OF NEBRASKA: $60k → 13%MINNESOTA IND INS AGENTS: $65k → 11%IND INS AGTS OF SOUTH CAROLINA: $67k → 16%Kansas Assn of Ins Agents: $54k → 14%IND INS AGTS OF NORTH CAROLINA: $68k → 8%IIA OF RHODE ISLAND: $65k → 7%PIIA of Colorado Inc: $68k → 12%Prof Ind Ins Agts of Illinois: $75k → 11%Ind Ins Agts of Mississippi: $58k → 10%IND INS AGTS OF NEW JERSEY: $122k → 11%IND INS AGTS OF SOUTH DAKOTA: $57k → 8%VERMONT INSUR AGTS ASSOC INC: $65k → 10%IND INS AGTS OF MARYLAND INC: $67k → 6%Ind Ins Agts of New Hampshire: $77k → 7%MAKE-A-WISH FOUNDATION: $413k → 11%MASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INC: $60k → 11%Minnesota Ind Ins Agents: $55k → 11%IND INS AGTS OF NORTH CAROLINA: $68k → 8%IIA OF RHODE ISLAND: $65k → 7%PROF IND INS AGTS OF ILLINOIS: $65k → 11%Ind Ins Agts of New Jersey: $91k → 11%VERMONT INSUR AGTS ASSOC INC: $58k → 10%IND INS AGTS OF NEW HAMPSHIRE: $55k → 7%MAKE-A-WISH FOUNDATION: $412k → 11%MASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INC: $60k → 11%MINNESOTA IND INS AGENTS: $55k → 11%IND INS AGTS OF NORTH CAROLINA: $65k → 8%IIA OF RHODE ISLAND: $65k → 7%INDEPENDENT INSURANCE AGENTS & BROKERS OF NJ INC: $60k → 11%IND INS AGTS OF NEW HAMPSHIRE: $54k → 7%Make-A-Wish Foundation: $385k → 11%MASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INC: $55k → 11%IND INS AGTS OF NORTH CAROLINA: $65k → 8%INDEPENDENT INSURANCE AGENTS OF RHODE ISLAND: $65k → 7%INDEPENDENT INSURANCE AGENTS & BROKERS OF NJ INC: $57k → 11%MAKE-A-WISH FOUNDATION: $218k → 11%Ind Ins Agts of North Carolina: $65k → 8%INDEPENDENT INSURANCE AGENTS OF RHODE ISLAND: $60k → 7%MAKE-A-WISH FOUNDATION: $200k → 11%INDEPENDENT INSURANCE AGENTS OF NC INC: $60k → 8%INDEPENDENT INSURANCE AGENTS OF RHODE ISLAND: $60k → 7%MAKE-A-WISH FOUNDATION: $105k → 11%INDEPENDENT INSURANCE AGENTS OF NC INC: $60k → 8%INDEPENDENT INSURANCE AGENTS OF RHODE ISLAND: $60k → 7%MAKE-A-WISH: $103k → 11%INDEPENDENT INSURANCE AGENTS OF NC INC: $60k → 8%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ME
VT
NH
ID
MN
IL
WI
MI
NY
MA
NV
SD
IA
IN
OH
PA
NJ
RI
CA
UT
CO
NE
MO
KY
VA
MD
AZ
NM
KS
TN
NC
SC
OK
LA
MS
AL
GA
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

99%of every dollar goes to organizations it has funded before.
$8.2M · 34 repeat orgs$99k to everyone else

Grantees it renews have grown median revenue +14% since the first grant, against +10% for those funded once.

34 repeat relationships: 6 still active in FY2024, 28 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

34
5

Total granted

$8.2M
$82k

Median revenue growth · since first grant

+14%
+10%

Still filing today

82%
60%

New vs renewed · share of each year

In FY2024, 95% of grant dollars renewed an existing relationship; $17k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • MAKE-A-WISH FOUNDATION OF AMERICA
    8× · 2017–2024 · $2.3M · revenue +38%
  • II
    INDEPENDENT INSURANCE AGENTS OF NORTH CAROLINA INC
    8× · 2017–2024 · $511k · revenue +49%
  • II
    Independent Insurance Agents of NJ
    5× · 2017–2023 · $384k · revenue +51%

Funded once

  • IO
    IIA of Pennsylvania
    one grant, 2017 · $30k
  • II
    INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA
    one grant, 2018 · $25k · revenue +19%
  • II
    INDEPENDENT INSURANCE AGENTS OF VIRGINIA
    one grant, 2020 · $12k · revenue +10%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Council of Insurance Agents and Brokers

The council was established to promote the interests of its members, who comprise leading insurance agencies and brokerage firms.

—
2
Trusted Choice Inc

Trusted choice is a unifying brand created to help educate consumers about the benefits of using an independent insurance agent or broker when buying insurance.

Community Improvement
3
Independent Insurance Agents & Broker of Washington

IIAWB is a not-for-profit entity that promotes the American insurance agency system among Washington State insurance agents.

—
4
National Association of Insurance and Financial Advisors

Empowering financial professionals and consumers through world-class advocacy and education.

—
5
Wholesale & Specialty Insurance Association

The wholesale & specialty insurance association (wsia) is the non-profit association of professionals and specialty market leaders dedicated to the wholesale distribution system. (continued on schedule o)wsia represents the interests of…

—
6
National African-American Insurance Association

Increase African Americans in the insurance industry by providing programs to address career development needs

—
7
National Independent Automobile Dealers Association Inc

The mission of the national independent automobile dealers association, the only national not-for-profit organization representing the independent motor vehicle industry, is to promote, educate and advance the independent motor vehicle…

—
8
Independent Insurance Agents of Charlotte-Mecklenberg

The iiacm is a time for all independent insurance agents and their associate memberss to convene in the interest of insurance education and to further serve the community in which we work.

—
9
Illinois Insurance Association

To initiate and support programs and practices for the protection and encouragement of the insurance industry and to disseminate information and conduct educational programs regarding the nature of the industry.

—
10
International Association of Industrial Accident Boards and Commissions Inc

The international association of industrial accident boards and commissions (iaiabc) empowers, educates, and connects the global workers' compensation community to reduce harm and aid recovery from work injuries and illnesses.

Education
11
New York Insurance Association Inc

To promote a healthy and sustainable property and casualty insurance market for all of new york.

—
12
Insurance Accounting and Systems Association Inc

The iasa community accelerates professional growth to shape, influence, elevate and strengthen the insurance industry. see iasa website for updated vision and what we do. https://www.iasa.org/about-us/

—
How this is measured
The grantee most central to the portfolio’s shape is Independent Insurance Agents of Rhode Island; the most unlike its peers is Utah Association of Independent Insurance Agents. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

33 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 33 of the 40 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
32/33
Grantees still filing
23/33
Grew since first funded

Where the money sits, by cause and then by grantee

MAKE-A-WISH FOUNDATION OF AMERICA: $2,254,500 · OtherMAKE-A-WISH FOUNDATION OF AMERICAINDEPENDENT INSURANCE AGENTS OF NORTH CAROLINA INC: $511,000 · OtherINDEPENDENT INSURANCE AGENTS OF NORTH CAROLINA INCINDEPENDENT INSURANCE AGENTS OF RHODE ISLAND: $440,000 · OtherINDEPENDENT INSURANCE AGENTS OF RHODE ISLANDIndependent Insurance Agents of NJ: $383,512 · OtherMASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INC: $362,750 · OtherNEW HAMPSHIRE ASSOCIATION OF INSURANCE AGENTS: $331,725 · OtherINDEPENDENT INSURANCE AGENTS OF SOUTH DAKOTA: $326,043 · OtherMAINE INSURANCE AGENTS ASSOCIATION: $282,320 · OtherMINNESOTA INDEPENDENT INSURANCE AGENTS & BROKERS: $282,182 · OtherFLORIDA ASSOCIATION OF INSURANCE AGENTS INC: $278,675 · Other+29 more: $2,732,447 · Other+29 moreINDEPENDENT INSURANCE AGENTS OF MISSISSIPPI INC: $163,798 · Community Improvement
Other$8,185,154Community Improvement$163,798

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMAKE-A-WISH FOUNDATION OF AMERICA: $2,254,500 over 8y, 0.4% of budgetINDEPENDENT INSURANCE AGENTS OF NORTH CAROLINA INC: $511,000 over 8y, 2.0% of budgetINDEPENDENT INSURANCE AGENTS OF RHODE ISLAND: $440,000 over 6y, 16% of budgetIndependent Insurance Agents of NJ: $383,512 over 5y, 9.8% of budgetMASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INC: $362,750 over 7y, 1.2% of budgetNEW HAMPSHIRE ASSOCIATION OF INSURANCE AGENTS: $331,725 over 6y, 8.7% of budgetINDEPENDENT INSURANCE AGENTS OF SOUTH DAKOTA: $326,043 over 8y, 7.5% of budgetMAINE INSURANCE AGENTS ASSOCIATION: $282,320 over 7y, 5.0% of budgetMINNESOTA INDEPENDENT INSURANCE AGENTS & BROKERS: $282,182 over 6y, 4.4% of budgetFLORIDA ASSOCIATION OF INSURANCE AGENTS INC: $278,675 over 4y, 1.2% of budgetVermont Insurance Agents Assoc Inc: $216,695 over 5y, 14% of budgetINDEPENDENT INSURANCE AGENTS OF ILLINOIS: $208,000 over 4y, 2.7% of budgetINDEPENDENT INSURANCE AGENTS OF NEBRASKA: $191,688 over 6y, 8.9% of budgetPROFESSIONAL INDEPENDENT INSURANCE AGENTS OF COLORADO INC: $168,442 over 4y, 4.5% of budgetINDEPENDENT INSURANCE AGENTS OF MISSISSIPPI INC: $163,798 over 4y, 4.1% of budgetINDEPENDENT INSURANCE AGENTS OF TENNESSEE INC: $163,145 over 4y, 2.3% of budgetMISSOURI ASSOCIATION OF INSURANCE AGENTS: $158,859 over 4y, 3.1% of budgetIndependent Insurance Agents and Brokers of South Carolina: $148,500 over 4y, 2.5% of budgetINDEPENDENT INSURANCE AGENTS OF MARYLAND INC: $130,000 over 4y, 22% of budgetINDEPENDENT INSURANCE AGENTS OF WISCONSIN INC: $106,317 over 4y, 1.1% of budgetOKLAHOMA ASSOCIATION OF INSURANCE AGENTS: $94,324 over 8y, 1.4% of budgetINDEPENDENT INSURANCE AGENTS OF INDIANA: $91,000 over 4y, 1.8% of budgetINDEPENDENT INSURANCE AGENTS AND BROKERS OF LOUISIANA INC: $87,500 over 3y, 2.1% of budgetINDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK INC: $75,211 over 4y, 1.0% of budgetUTAH ASSOCIATION OF INDEPENDENT INSURANCE AGENTS: $68,500 over 3y, 5.7% of budgetIndependent Insurance Agents of GA Inc: $40,000 over 2y, 1.4% of budgetINDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA: $25,000 over 1y, 0.2% of budgetINDEPENDENT INSURANCE AGENTS OF IOWA: $21,198 over 3y, 0.4% of budgetINDEPENDENT INSURANCE AGENTS AND BR OF IDAHO: $20,000 over 2y, 3.8% of budgetINDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC: $16,667 over 1y, 0.8% of budgetIndependent Insurance Agents' Association of WNY Inc: $11,716 over 2y, 8.5% of budgetINDEPENDENT INSURANCE AGENTS OF VIRGINIA: $11,667 over 1y, 1.1% of budgetNEVADA INDEPENDENT INSURANCE AGENTS: $6,307 over 1y, 1.7% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

How much its grantees rely on government

Each dot is one organization Trusted Choice Inc funds: left to right is the share of its income from government, bottom to top the share from Trusted Choice Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%2%6%14%25%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    6get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 40 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Trusted Choice’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home