2024-06-12T20:58:46-05:00 2023-12-31 330579648 BLUM & CLARK CPAS LLP 9252 CHESAPEAKE DRIVE SAN DIEGO CA 92123 990 2023-01-01 956093439 INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO INC INDE 6197495168 PO BOX 712155 SANTEE CA 920722155 SUSAN MCMILLON PRESIDENT 6197440572 2024-06-12 1 SUSAN MCMILLON 999009999 0 ROBERT BLUM P00178127 8582920543 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z SUSAN MCMILLON PO BOX 712155 SANTEE CA 920722155 305920 0 X IIABSANDIEGO.COM X 1934 CA THE ORGANIZATION EDUCATES, INFORMS AND FOSTERS SOUND AND LEGITIMATE PRACTICES IN THE LOCAL INSURANCE INDUSTRY. 12 12 1 0 0 0 0 0 177730 191771 4 233 30458 30776 208192 222780 18820 20632 0 0 45905 49156 0 0 0 138958 166334 203683 236122 4509 -13342 73001 66141 4105 10587 68896 55554 IIAB OF SAN DIEGO IS DEDICATED TO UPHOLDING THE IDEALS OF THE AMERICAN AGENCY SYSTEM. MEMBERS WILL ACCESS INFORMATION TO FURTHER THEIR BUSINESSES. THE ORGANIZATION EDUCATES, INFORMS AND FOSTERS SOUND AND LEGITIMATE PRACTICES IN THE INSURANCE BUSINESS. 0 0 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. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 1 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X LORI FENTRESS 6197495168 PO 712155 SANTEE CA 920722155 DANIEL OLSON PRESIDENT ELECT 1.00 X 0 0 0 SUSAN MCMILLON PRESIDENT 1.00 X X 0 0 0 DAVID JACOBSON SECRETARY/TREASURER 1.00 X X 0 0 0 JOE HAMILTON PAST PRESIDENT 1.00 X 0 0 0 LORI FENTRESS EXECUTIVE DIRECTOR 20.00 X 45500 0 0 BRIAN RUIZ BOARD MEMBER 1.00 X 0 0 0 JENNIFER JOHNSON BOARD MEMBER 1.00 X 0 0 0 NANCY TREJO BOARD MEMBER 1.00 X 0 0 0 WELLA CAMPBELL BOARD MEMBER 1.00 X 0 0 0 JEREMY HOOLIHAN BOARD MEMBER 1.00 X 0 0 0 MORGAN HEGE BOARD MEMBER 1.00 X 0 0 0 SANDI GRIGG BOARD MEMBER 1.00 X 0 0 0 45500 0 0 0 0 0 0 0 EVENTS INCOME 900099 158611 158611 MEMBERSHIP DUES 900099 33160 33160 191771 233 233 112595 83140 29455 29455 CREDIT CARD REBATE 900099 1321 1321 1321 222780 191771 0 31009 20632 45500 3656 2804 2400 6492 147365 3867 DUES 2500 BANK/MERCHANT FEES 906 236122 58274 32236 14727 33905 14595 14595 0 0 73001 66141 4105 10587 4105 10587 X 0 0 0 0 68896 55554 68896 55554 73001 66141 -13342 0 X X 0 0 0 0 0 0 33160 14595 14595 0 0 PAYROLL TAX PAYABLE 2027 PREPAID MEMBER DUES/OTHER 8560 10587 GOLF TOURNAMENT 64245 64245 47911 HOLIDAY PARTY 48350 48350 35229 112595 112595 83140 83140 29455 0 BURN INSTITUTE 8825 AERO DRIVE STE 200 SAN DIEGO CA 92123 237260718 7211 0 GENERAL SUPPORT WARRIOR FOUNDATION FREEDOM STATION 1223 1/2 28TH STREET SUITE A SAN DIEGO CA 92102 200067633 5911 0 GENERAL SUPPORT FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION ELECT THE GOVERNING BOARD MEMBERS DURING AN ANNUAL ELECTION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEWED BY PRESIDENT AND BOARD MEMBERS PRIOR TO SIGNING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C PER INDEPENDENT INSURANCE AGENTS & BROKERS EMPLOYEE HANDBOOK, ALL EMPLOYEES ARE UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN OR REASONABLY KNOWN. THEY MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND UPDATE IT ANUALLY, BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A INDEPENDENT INSURANCE AGENTS & BROKERS OF SAN DIEGO'S COMPENSATION POLICIES ARE ESTABLISHED AND APPROVED BY THE BOARD OF DIRECTORS. THERE IS ONLY ONE STAFF MEMBER RECEIVING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES THE HYBRID ACCOUNTING METHOD WHERE FINANCIAL STATEMENTS ARE PREPARED ON A CASH BASIS WITH THE EXCEPTION OF ACCRUED PAYROLL EXPENSES AND PREPAID EXPENSES.