Nonprofit · EIN 94-1736203
INDEPENDENT INSURANCE AGENTS ASSOCIATION OF SACRAMENTO INC
Tax-exempt · SACRAMENTO, CA 95865
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $227,219 | $235,667 | -$8,448 | $186,875 | $0 | $186,875 |
| December 31, 2024 | 990 | $269,748 | $191,155 | $78,593 | $195,323 | $0 | $195,323 |
| December 31, 2023 | 990 | $249,643 | $280,206 | -$30,563 | $116,730 | $0 | $116,730 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $15,900
- Membership dues
- $15,900
- Program service revenue
- $189,384
- Investment income
- $30
- Net income from fundraising events
- $21,905
- Other revenue
- $21,905
Expenses
- Grants and similar amounts paid
- $5,500
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $21,400
Balance sheet and other
- Total assets, start of year
- $195,323
- Total assets, end of year
- $186,875
- Total liabilities, end of year
- $0
- Net assets, end of year
- $186,875
- Net assets without donor restrictions
- $186,875
- Gross receipts
- $285,931
- Employees
- 0
- Year formed
- 1971
- State of legal domicile
- CA
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeremy Parker | President Trustee or director, Officer | 1 | $0 |
| Heath Sheppard | past president Trustee or director | 1 | $0 |
| Shirley Rosenberg | Executive Dir. Trustee or director, Officer | 1 | $0 |
| Dean Fletcher | president elect Trustee or director | 1 | $0 |
| James Drake | Secretary/treas Trustee or director, Officer | 1 | $0 |
| Rachael Rose | Director Trustee or director | 0 | $0 |
| Tony Bozzuto | Director Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brennen Cull | past president Trustee or director | 1 | $0 |
| Jeremy Parker | president elect Trustee or director | 1 | $0 |
| Heath Sheppard | President Trustee or director, Officer | 1 | $0 |
| Shirley Rosenberg | Executive Dir. Trustee or director, Officer | 1 | $0 |
| Dean Fletcher | secretary/treas Trustee or director, Officer | 1 | $0 |
| Erica Weill | Director Trustee or director | 1 | $0 |
| James Drake | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rob McVicar | past president Trustee or director | 1 | $0 |
| Haley Andrews | President Trustee or director, Officer | 1 | $0 |
| Brennen Cull | President elect Trustee or director | 1 | $0 |
| Mark Diele | secretary/treas Trustee or director, Officer | 1 | $0 |
| Jeremy Parker | Director Trustee or director | 1 | $0 |
| Joe Sequenzia | Director Trustee or director | 1 | $0 |
| Heath Sheppard | Director Trustee or director | 1 | $0 |
| Shirley Rosenberg | Executive Dir. Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 255246, SACRAMENTO, CA 95865-5246
- In care of
- % R KAERTH
- Principal officer (990 for 2025)
- Shirley Rosenberg, PO Box 255246, Sacramento, CA 95865
- Signed the 990
- Shirley Rosenberg, Executive Dir.
- Phone
- (916) 419-0306
- Return prepared by
- Rossmann MacDonald & Benetti
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1736203 or by the name INDEPENDENT INSURANCE AGENTS ASSOCIATION OF SACRAMENTO INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To enable independent insurance agents to promote the insurance industry.
Program accomplishments
- BIG I Day is an annual industry convention attended by approximately 600 individuals from the insurance industry.
- Membership meetings are attended by approximately 1,500 attendees annually. Guest speakers from the insurance industry provide industry specific presentations at the meetings.
- Membership dues for participation in the organization, which consists of 42 independent insurance agencies and 76 associate members.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1736203
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $186,875
- Income (IRS master file)
- $285,931
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $227,219 | $235,667 | $186,875 | XML |
| 990 | December 2024 | $269,748 | $191,155 | $195,323 | XML |
| 990 | December 2023 | $249,643 | $280,206 | $116,730 | XML |
| 990 | December 2022 | $255,632 | $310,979 | $147,293 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 94-1736203).
Questions about INDEPENDENT INSURANCE AGENTS ASSOCIATION OF SACRAMENTO INC
- What is the EIN of INDEPENDENT INSURANCE AGENTS ASSOCIATION OF SACRAMENTO INC?
- The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS ASSOCIATION OF SACRAMENTO INC is 94-1736203.
- Is INDEPENDENT INSURANCE AGENTS ASSOCIATION OF SACRAMENTO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1971.
- Are donations to INDEPENDENT INSURANCE AGENTS ASSOCIATION OF SACRAMENTO INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDEPENDENT INSURANCE AGENTS ASSOCIATION OF SACRAMENTO 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 ASSOCIATION OF SACRAMENTO INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDENT INSURANCE AGENTS ASSOCIATION OF SACRAMENTO INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of INDEPENDENT INSURANCE AGENTS ASSOCIATION OF SACRAMENTO INC?
- The 990 for the year ended December 31, 2025 names Shirley Rosenberg.
- Who are the officers and directors of INDEPENDENT INSURANCE AGENTS ASSOCIATION OF SACRAMENTO INC?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does INDEPENDENT INSURANCE AGENTS ASSOCIATION OF SACRAMENTO INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $227,219, expenses of $235,667 and total assets of $186,875 at year end.
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