EIN 95-6093439

Independent Insurance Agents and Brokers of San Diego

IRS 501(c) type
501(c)(6)
Num. employees
1
City
Year formed
1934
Most recent tax filings
2022-12-01
Description
Independent Insurance Agents and Brokers of San Diego educates, informs, and fosters sound and legitimate practices in the local insurance industry. It is dedicated to upholding the ideals of the American agency system and offers its members access to information to further their businesses. The organization designs all programs and events to educate and inform the local insurance community of sound and legitimate practices in the insurance business.
Also known as...
Insurance Brokers and Agents of San Diego
Total revenues
$208,192
2022
Total expenses
$203,683
2022
Total assets
$73,001
2022
Num. employees
1
2022

Program areas at Independent Insurance Agents and Brokers of San Diego

All programs and events of the organization are designed to educate and inform the local Insurance community of sound and legitimate practices in the Insurance business.

Grants made by Independent Insurance Agents and Brokers of San Diego

GranteeGrant descriptionAmount
Burn InstituteGeneral Support$6,746

Personnel at Independent Insurance Agents and Brokers of San Diego

NameTitleCompensation
Lori FentressExecutive Director$33,000
Doug SheaPresident$0
Susan McMillonSecretary and Treasurer$0
Matt SlakoffPresident$0
Dan BeckPast President$0

Financials for Independent Insurance Agents and Brokers of San Diego

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$177,730
Investment income and dividends$4
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$30,458
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$208,192

Form 990s for Independent Insurance Agents and Brokers of San Diego

Fiscal year endingDate received by IRSFormPDF link
2021-122022-11-01990View PDF
2020-122021-06-18990View PDF
2019-122021-06-25990View PDF
2018-122019-07-23990View PDF
2017-122018-10-16990View PDF
...and 8 more Form 990s
Data update history
July 28, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 6, 2023
Updated personnel
Identified 4 new personnel
August 13, 2022
Posted financials
Added Form 990 for fiscal year 2020
August 3, 2022
Posted financials
Added Form 990 for fiscal year 2019
August 2, 2022
Updated personnel
Identified 1 new personnel
Nonprofit Types
Mutual assistance organizationsProfessional associationsBusiness and community development organizations
Issues
Community improvementBusiness and industry
Characteristics
MembershipsFundraising eventsState / local levelFundraising races, competitions, and tournaments
General information
Address
PO Box 712155
Santee, CA 92072
Metro area
San Diego-Chula Vista-Carlsbad, CA
County
San Diego County, CA
Website URL
iiabsandiego.com/ 
Phone
(619) 749-5168
IRS details
EIN
95-6093439
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1934
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y03: Mutual and Membership Benefit Professional Societies and Associations
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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