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Nonprofit · EIN 86-0002031

INDEPENDENT INSURANCE AGENTS AND BROKERS OF ARIZONA INC

Tax-exempt · PHOENIX, AZ 85012

Financials

$723K$634K2022$790K$693K2023$815K$714K2024
Revenue Expenses · by fiscal year end
Financials of INDEPENDENT INSURANCE AGENTS AND BROKERS OF ARIZONA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990$814,961$714,471$100,490$3,690,151$58,299$3,631,852
October 31, 2024990$790,137$692,562$97,575$3,521,773$44,215$3,477,558
October 31, 2023990$722,565$633,691$88,874$3,381,115$38,958$3,342,157
Financial details: 990 for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$457,718
Membership dues
$454,118
Program service revenue
$258,000
Investment income
$866
Royalties
$51,847
Other revenue
$98,377

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$74,199
Other salaries and wages
$131,609
Salaries, compensation and benefits (total)
$253,399
Professional fundraising fees
$0
Accounting fees
$10,492
Occupancy
$31,687
Program services (functional)
$574,064
Management and general (functional)
$140,407

Balance sheet and other

Total assets, start of year
$3,521,773
Total assets, end of year
$3,690,151
Total liabilities, end of year
$58,299
Net assets, end of year
$3,631,852
Land, buildings and equipment
$3,061
Net assets without donor restrictions
$3,631,852
Gross receipts
$814,961
Employees
7
Year formed
1988
State of legal domicile
AZ

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
TERRI S EDWARDSEXECUTIVE VP
Officer
20$58,750$58,750$30,896
KIMBERLY ADAMSDIRECTOR
Trustee or director
2$0$0$0
JEFFREY CYRSECRETARY/TR
Trustee or director, Officer
2$0$0$0
WHITNEY HOELZENIMMEDIATE PA
Trustee or director, Officer
2$0$0$0
KELLEY KIMBLEDIRECTOR
Trustee or director
2$0$0$0
TERESA K QUALEDIRECTOR
Trustee or director
2$0$0$0
DAVID CUMMARDSTATE NATION
Trustee or director
2$0$0$0
MARTIN L UHLHORNPRESIDENT
Trustee or director, Officer
2$0$0$0
TYLER WOODRUFFDIRECTOR
Trustee or director
2$0$0$0
MIKE GALLAUGHERPRESIDENT-EL
Trustee or director, Officer
2$0$0$0
ZACH BURTONVICE PRESIDE
Trustee or director, Officer
2$0$0$0
ADELIN M STANDIRECTOR
Trustee or director
2$0$0$0
JAN SIMONDIRECTOR
Trustee or director
2$0$0$0
ANITA ALFSONDIRECTOR
Trustee or director
2$0$0$0
PHILLIP E DRACHMANDIRECTOR
Trustee or director
2$0$0$0
1 more people on this return
NameTitleHours / weekCompensation
SARAH N MITCHELLDIRECTOR
Trustee or director
2$0
990 for the year ended October 31, 2024: 16 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
TERRI S EDWARDSEXECUTIVE VP
Officer
20$58,750$58,750$30,992
KIMBERLY ADAMSDIRECTOR
Trustee or director
2$0$0$0
JEFFREY CYRDIRECTOR
Trustee or director
2$0$0$0
WHITNEY HOELZENPRESIDENT
Trustee or director, Officer
2$0$0$0
KELLEY KIMBLEDIRECTOR
Trustee or director
2$0$0$0
TERESA K QUALEDIRECTOR
Trustee or director
2$0$0$0
DAVID CUMMARDSTATE NATION
Trustee or director
2$0$0$0
MATTHEW I SNOWDENIMMEDIATE PA
Trustee or director, Officer
2$0$0$0
MARTIN L UHLHORNPRESIDENT-EL
Trustee or director, Officer
2$0$0$0
TYLER WOODRUFFDIRECTOR
Trustee or director
2$0$0$0
MIKE GALLAUGHERVICE PRESIDE
Trustee or director, Officer
2$0$0$0
ZACH BURTONSECRETARY/TR
Trustee or director, Officer
2$0$0$0
ADELIN M STANDIRECTOR
Trustee or director
2$0$0$0
JAN SIMONDIRECTOR
Trustee or director
2$0$0$0
CHRISTOPHER DUNCANDIRECTOR
Trustee or director
2$0$0$0
SARAH MITCHELLDIRECTORS
Trustee or director
2$0$0$0
990 for the year ended October 31, 2023: 16 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
TERRI S EDWARDSEXECUTIVE VP
Officer
20$58,035$58,036$33,526
KIMBERLY ADAMSDIRECTOR
Trustee or director
2$0$0$0
JEFFREY CYRDIRECTOR
Trustee or director
2$0$0$0
WHITNEY HOELZENPRESIDENT-EL
Trustee or director, Officer
2$0$0$0
KELLEY KIMBLEDIRECTOR
Trustee or director
2$0$0$0
TERESA K QUALEDIRECTOR
Trustee or director
2$0$0$0
DAVID CUMMARDIMMEDIATE PA
Officer
2$0$0$0
DAVID CUMMARDSTATE NATION
Trustee or director
2$0$0$0
MATTHEW I SNOWDENPRESIDENT
Trustee or director, Officer
2$0$0$0
MARTIN L UHLHORNVICE PRESIDE
Trustee or director, Officer
2$0$0$0
TYLER WOODRUFFDIRECTOR
Trustee or director
2$0$0$0
MIKE GALLAUGHERSECRETARY/TR
Trustee or director, Officer
2$0$0$0
ZACH BURTONDIRECTOR
Trustee or director
2$0$0$0
SCOTT BROWNDIRECTOR
Trustee or director
2$0$0$0
ADELIN M STANDIRECTOR
Trustee or director
2$0$0$0
STEVE WOODY WOODWORTHDIRECTOR
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
333 E FLOWER ST, PHOENIX, AZ 85012-2611
Principal officer (990 for 2024)
TERRI S EDWARDS, 333 E FLOWER STREET, PHOENIX, AZ 85012
Signed the 990
TERRI S EDWARDS, EXECUTIVE VP
Phone
(602) 956-1851
Return prepared by
FESTER & CHAPMAN PLLC

Mission

TO PROMOTE CIVIC, ALTRUISTIC AND SOCIAL WELFARE AMONG ITS MEMBERS, AS WELL AS TO INDOCTRINATE AND FOSTER SOUND, LEGITIMATE BUSINESS PRACTICES.

990 for the year ended October 31, 2025

Program accomplishments

  • PROMOTED CIVIC, ALTRUISTIC AND SOCIAL WELFARE AMONG ITS MEMBERS AS WELL AS INDOCTRINATED AND FOSTERED SOUND, LEGITIMATE INSURANCE AGENCY BUSINESS PRACTICES.
    Expenses $574,064 · revenue $258,000

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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990 on file
2023October 31, 2024March 17, 2025990 on file

IRS record

EIN
86-0002031
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1941
Accounting year ends
October
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,690,151
Income (IRS master file)
$814,961

Filing history

FormYear endedRevenueExpensesAssetsReturn
990October 2025$814,961$714,471$3,690,151XML
990October 2024$790,137$692,562$3,521,773XML
990October 2023$722,565$633,691$3,381,115XML
990October 2022$745,933$536,415$3,393,255IRS
990October 2021–––IRS
990October 2020–––IRS
990October 2019–––IRS
990October 2018–––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 86-0002031).

Questions about INDEPENDENT INSURANCE AGENTS AND BROKERS OF ARIZONA INC

What is the EIN of INDEPENDENT INSURANCE AGENTS AND BROKERS OF ARIZONA INC?
The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS AND BROKERS OF ARIZONA INC is 86-0002031.
Is INDEPENDENT INSURANCE AGENTS AND BROKERS OF ARIZONA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1941.
Are donations to INDEPENDENT INSURANCE AGENTS AND BROKERS OF ARIZONA INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does INDEPENDENT INSURANCE AGENTS AND BROKERS OF ARIZONA 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 AND BROKERS OF ARIZONA INC due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INDEPENDENT INSURANCE AGENTS AND BROKERS OF ARIZONA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended October 2025.
Who is the principal officer of INDEPENDENT INSURANCE AGENTS AND BROKERS OF ARIZONA INC?
The 990 for the year ended October 31, 2025 names TERRI S EDWARDS.
Who are the officers and directors of INDEPENDENT INSURANCE AGENTS AND BROKERS OF ARIZONA INC?
The 990 for the year ended October 31, 2025 lists 16 people; 1 received compensation from the organization, the highest $58,750 (TERRI S EDWARDS, EXECUTIVE VP).
How much revenue does INDEPENDENT INSURANCE AGENTS AND BROKERS OF ARIZONA INC have?
On its 990 for the year ended October 31, 2025 it reported revenue of $814,961, expenses of $714,471 and total assets of $3,690,151 at year end.

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