Nonprofit · EIN 16-6026807
INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC
Tax-exempt · PENFIELD, NY 14526
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $123,937 | $107,553 | $16,384 | $84,373 | $3,125 | $81,248 |
| June 30, 2025 | 990 | $103,649 | $109,064 | -$5,415 | $74,464 | $9,600 | $64,864 |
| June 30, 2024 | 990 | $101,190 | $93,047 | $8,143 | $72,679 | $2,400 | $70,279 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $13,033
- Membership dues
- $13,033
- Program service revenue
- $110,904
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $26,750
- Salaries, compensation and benefits (total)
- $26,750
- Professional fundraising fees
- $0
- Accounting fees
- $1,580
- Program services (functional)
- $75,843
- Management and general (functional)
- $31,710
Balance sheet and other
- Total assets, start of year
- $74,464
- Total assets, end of year
- $84,373
- Total liabilities, end of year
- $3,125
- Net assets, end of year
- $81,248
- Net assets without donor restrictions
- $81,248
- Gross receipts
- $123,937
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1947
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA SMITH | EXECUTIVE DIRECTOR Officer | 20 | $26,750 |
| LEIGH O'CONNELL | TREASURER Trustee or director, Officer | 0 | $0 |
| SARAH SANABRIA | DIRECTOR AT LARGE Trustee or director | 0 | $0 |
| JAMES WRIGHT | DIRECTOR Trustee or director | 0 | $0 |
| MIKE SHAY | DIRECTOR Trustee or director | 0 | $0 |
| JAKE SANABRIA | PRESIDENT Trustee or director, Officer | 0 | $0 |
| GREG MONRAD | DIRECTOR Trustee or director | 0 | $0 |
| GARRETT DAVENPORT | VICE PRESIDENT Trustee or director, Officer | 0 | $0 |
| CHAD POWLEY | DIRECTOR Trustee or director | 0 | $0 |
| JEFFREY MILLER | DIRECTOR AT LARGE Trustee or director | 0 | $0 |
990 for the year ended June 30, 2025: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA SMITH | EXECUTIVE DIRECTOR Officer | 20 | $27,625 |
| LEIGH O'CONNELL | TREASURER Trustee or director, Officer | 0 | $0 |
| SARAH SANABRIA | DIRECTOR AT LARGE Trustee or director | 0 | $0 |
| JAMES WRIGHT | DIRECTOR Trustee or director | 0 | $0 |
| MIKE SHAY | DIRECTOR Trustee or director | 0 | $0 |
| JAKE SANABRIA | PRESIDENT Trustee or director, Officer | 0 | $0 |
| GREG MONRAD | DIRECTOR Trustee or director | 0 | $0 |
| GARRETT DAVENPORT | VICE PRESIDENT Trustee or director, Officer | 0 | $0 |
| CHAD POWLEY | DIRECTOR Trustee or director | 0 | $0 |
| JEFFREY MILLER | DIRECTOR AT LARGE Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA BARLOW | EXECUTIVE DIRECTOR Officer | 20 | $20,600 |
| LEIGH O'CONNELL | TREASURER Trustee or director, Officer | 0 | $0 |
| SARAH SANABRIA | DIRECTOR AT LARGE Trustee or director | 0 | $0 |
| BILL BIANCHI | DIRECTOR Trustee or director | 0 | $0 |
| JAMES WRIGHT | DIRECTOR Trustee or director | 0 | $0 |
| JAMIE JOHNSTONE | DIRECTOR AT LARGE Trustee or director | 0 | $0 |
| EMILY ROBBINS | DIRECTOR AT LARGE Trustee or director | 0 | $0 |
| MICHAEL FRIDMAN | DIRECTOR Trustee or director | 0 | $0 |
| MATTHEW GONYEA | DIRECTOR Trustee or director | 0 | $0 |
| MIKE SHAY | DIRECTOR Trustee or director | 0 | $0 |
| JAKE SANABRIA | PRESIDENT Trustee or director, Officer | 0 | $0 |
| GREG MONRAD | DIRECTOR Trustee or director | 0 | $0 |
| MATT HARDING | DIRECTOR Trustee or director, Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 54 WOODLINE DR, PENFIELD, NY 14526-2414
- Principal officer (990 for 2025)
- JAKE SANABRIA, 45 EAST AVENUE, ROCHESTER, NY 14604
- Signed the 990
- JAKE SANABRIA, PRESIDENT
- Phone
- (585) 260-6663
- Website
- WWW.IIAMC.ORG
- Return prepared by
- MENGEL METZGER BARR & CO LLP
Mission
TO PROMOTE MONROE COUNTY INSURANCE AGENTS AND TO PUBLISH AN INDUSTRY DIRECTORY.
Program accomplishments
- PROVIDE NEWSLETTER AND DIRECTORY TO ALL MEMBERS. PUBLICATIONS AND MEETINGS UPDATE MEMBERS ON ACTIVITES AND OTHER MEMBERS.Expenses $21,365
- I-DAY TRADE SHOW IS AN ANNUAL EVENT BRINGING EXPERT INDUSTRY SPEAKERS AND INSURANCE PROFESSIONALS TOGETHER FOR EDUCATIONAL PURPOSES.Expenses $29,760 · revenue $58,250
- THE ANNUAL GOLF TOURNAMENT SERVES AS A FORUM FOR NETWORKING AND EDUCATIONAL PURPOSES.Expenses $24,718 · revenue $27,680
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 16-6026807
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1947
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $84,373
- Income (IRS master file)
- $123,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $123,937 | $107,553 | $84,373 | XML |
| 990 | June 2025 | $103,649 | $109,064 | $74,464 | IRS |
| 990 | June 2024 | $101,190 | $93,047 | $72,679 | XML |
| 990 | June 2023 | $94,313 | $87,365 | $74,198 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-6026807).
Questions about INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC
- What is the EIN of INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC?
- The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC is 16-6026807.
- Is INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1947.
- Are donations to INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC?
- The 990 for the year ended June 30, 2026 names JAKE SANABRIA.
- Who are the officers and directors of INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC?
- The 990 for the year ended June 30, 2026 lists 10 people; 1 received compensation from the organization, the highest $26,750 (DIANA SMITH, EXECUTIVE DIRECTOR).
- How much revenue does INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $123,937, expenses of $107,553 and total assets of $84,373 at year end.
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