2025-08-15T11:50:19-05:00 2024-12-31 330579648 BLUM & CLARK CPAS LLP 9252 CHESAPEAKE DRIVE SAN DIEGO CA 92123 990 2024-01-01 956093439 INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO INC INDE 6197495168 9942 MOLLIE LANE SANTEE CA 92071 DANIEL OLSON PRESIDENT 8584522200 2025-08-15 1 0 ROBERT BLUM P00178127 8582920543 2024 2025-03-06 01:10:19Z X DANIEL OLSON 9942 MOLLIE LANE SANTEE CA 92071 334076 0 X IIABSANDIEGO.COM X 1934 CA THE ORGANIZATION EDUCATES, INFORMS AND FOSTERS SOUND AND LEGITIMATE PRACTICES IN THE LOCAL INSURANCE INDUSTRY. 15 15 1 0 0 0 0 0 191771 218238 233 1165 30776 24364 222780 243767 20632 19536 0 0 49156 51222 0 0 0 166334 173916 236122 244674 -13342 -907 66141 58567 10587 3920 55554 54647 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 15 15 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 1.00 X X 0 0 0 MORGAN HEGE PRESIDENT-ELECT 1.00 X 0 0 0 JEREMY HOOLIHAN SECRETARY/TREASURER 1.00 X X 0 0 0 SUSAN MCMILLON PAST PRESIDENT 1.00 X 0 0 0 LORI FENTRESS EXECUTIVE DIRECTOR 20.00 X 47400 0 0 WELLA CAMPBELL BOARD MEMBER 1.00 X 0 0 0 BRIAN RUIZ BOARD MEMBER 1.00 X 0 0 0 JENNIFER JOHNSON BOARD MEMBER 1.00 X 0 0 0 JOE HAMILTON BOARD MEMBER 1.00 X 0 0 0 DAVID JACOBSON BOARD MEMBER 1.00 X 0 0 0 TRAVIS PEARSON BOARD MEMBER 1.00 X 0 0 0 OSMAR ESPINOZA BOARD MEMBER 1.00 X 0 0 0 RICH SABATOWSKI BOARD MEMBER 1.00 X 0 0 0 SANDI GRIGG BOARD MEMBER 1.00 X 0 0 0 GIL GEVARIANS BOARD MEMBER 1.00 X 0 0 0 47400 0 0 0 0 0 0 0 EVENTS INCOME 900099 178575 178575 MEMBERSHIP DUES 900099 39663 39663 218238 1165 1165 114151 90309 23842 23842 CREDIT CARD REBATE 900099 522 522 522 243767 218238 0 25529 18536 1000 47400 3822 2874 5560 6609 151960 4120 DUES 2500 BANK/MERCHANT FEES 293 244674 32236 42017 33905 16550 14595 14595 0 0 66141 58567 10587 3920 10587 3920 X 0 0 0 0 55554 54647 55554 54647 66141 58567 -907 0 X X 0 0 0 0 0 0 39663 14595 14595 0 0 PAYROLL TAX PAYABLE 1228 PREPAID MEMBER DUES/OTHER 2692 3920 GOLF TOURNAMENT 63280 63280 48356 HOLIDAY PARTY 50871 50871 41953 114151 114151 90309 90309 23842 0 BURN INSTITUTE 8825 AERO DRIVE STE 200 SAN DIEGO CA 92123 237260718 5743 0 GENERAL SUPPORT MAKE-A-WISH FOUNDATION OF SAN DIEGO 4699 MURPHY CANYON ROAD 402 SAN DIEGO CA 92123 330039468 5143 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.