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EIN 94-3215814

Independent Insurance Agents and Brokers of California (IIABC)

IRS 501(c) type
501(c)(6)
Num. employees
11
City
San Diego
State
California
Year formed
1995
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
IIABC advocates on behalf of independent insurance brokers and agents in California with vision, leadership and innovation by leveraging the power of uniting members to accomplish objectives otherwise unattainable individually.
Also known as...
Insurance Brokers and Agents of the West
Total revenues
$2,006,514
2023
Total expenses
$2,019,896
2023
Total assets
$2,526,785
2023
Num. employees
11
2023

Program areas at IIABC

IIABCAL provides its members with access to many unique benefits and services. Members have exemplary state and national legislative representation; a variety of conferences, conventions and forums that bring agents and brokers together to share, listen and learn; an extensive professional education program focusing on agency management training; a comprehensive communications program; and products and services for members to use in their business operations, as well as to provide to their clients.

Personnel at IIABC

NameTitleCompensation
Jill EpsteinChief Executive Officer$66,724
James CrossVice President , Financial Operations$73,936
Jennifer PoueyVice President , Operations and Member Services$80,795
Jim CrossSenior Vice President and General Counsel / Vice President Financial Operations$61,185
Michael OrrickVice President , Market Access and Member Relations
...and 17 more key personnel

Financials for IIABC

RevenuesFYE 12/2023
Total grants, contributions, etc.$1,543,043
Program services$0
Investment income and dividends$40,304
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$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$423,167
Total revenues$2,006,514

Form 990s for IIABC

Fiscal year endingDate received by IRSFormPDF link
2023-122024-09-10990View PDF
2022-122023-11-13990View PDF
2021-122023-02-16990View PDF
2021-122022-10-07990View PDF
2020-122023-02-16990View PDF
...and 11 more Form 990s
Data update history
October 4, 2024
Updated personnel
Identified 8 new personnel
January 3, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 3, 2024
Updated personnel
Identified 4 new personnel
December 25, 2023
Used new vendors
Identified 2 new vendors, including , and
June 18, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
EducationBusiness and industry
Characteristics
MembershipsPolitical advocacyState / local levelRelated 527
General information
Address
9528 Miramar Rd 1142
San Diego, CA 92126
Metro area
San Diego-Chula Vista-Carlsbad, CA
County
San Diego County, CA
Website URL
iiabcal.org/ 
Phone
(800) 772-8998
Facebook page
IIABCal 
Twitter profile
@iiabcal 
IRS details
EIN
94-3215814
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1995
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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