Nonprofit · EIN 94-3215814
INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC
Tax-exempt · SAN DIEGO, CA 92126
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,100,921 | $1,853,947 | $246,974 | $2,371,678 | $895,679 | $1,475,999 |
| December 31, 2024 | 990 | $2,119,269 | $1,912,040 | $207,229 | $2,087,302 | $970,164 | $1,117,138 |
| December 31, 2023 | 990 | $2,006,514 | $2,019,896 | -$13,382 | $2,526,785 | $1,666,021 | $860,764 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,489,426
- Membership dues
- $1,248,901
- Program service revenue
- $0
- Investment income
- $23,707
- Other revenue
- $587,788
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $157,592
- Other salaries and wages
- $473,681
- Salaries, compensation and benefits (total)
- $725,371
- Professional fundraising fees
- $0
- Legal fees
- $935
- Accounting fees
- $27,300
- Occupancy
- $1,695
- Travel
- $16,347
- Depreciation
- $439
Balance sheet and other
- Total assets, start of year
- $2,087,302
- Total assets, end of year
- $2,371,678
- Total liabilities, end of year
- $895,679
- Net assets, end of year
- $1,475,999
- Land, buildings and equipment
- $2,949
- Publicly traded securities
- $1,337,589
- Net assets without donor restrictions
- $1,475,999
- Gross receipts
- $2,100,921
- Employees
- 7
- Volunteers
- 19
- Year formed
- 1995
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JILL EPSTEIN | CEO Officer | 18.75 | $142,687 | $142,686 | $29,810 |
| STEVE YOUNG | SR VP COUNSEL | 26.25 | $184,922 | $79,252 | $24,684 |
| MIKE ORRICK | VP MEMBERSHIP | 18.75 | $69,554 | $69,554 | $12,246 |
| JENNIFER POUEY | VP MEMBER SERV | 24.38 | $91,882 | $49,475 | $9,927 |
| ANITA TUTEJA | CONTROLLER | 18.75 | $57,509 | $57,509 | $15,591 |
| HALEY ANDREWS | Regional Dir Trustee or director | 0.5 | $0 | $0 | $0 |
| JONATHAN E OLDFATHER | Regional Dir Trustee or director | 0.5 | $0 | $0 | $0 |
| DEREK S ROSS | Sec / Treas Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| RENE SWAN | ASSOC MEM DIR Trustee or director | 0.5 | $0 | $0 | $0 |
| DINA CAMPANA SMITH | President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| KEVIN FUKUYAMA | Regional Dir Trustee or director | 0.5 | $0 | $0 | $0 |
| DOUG SHEA | Regional Dir Trustee or director | 0.5 | $0 | $0 | $0 |
| TODD JACKSON | Regional Dir Trustee or director | 0.5 | $0 | $0 | $0 |
| BRANDON OKITA | Vice President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BRADLEY C WILSON | IIABA DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JILL EPSTEIN | CEO Officer | 18.75 | $138,815 | $138,815 | $28,026 |
| STEVE YOUNG | SR VP COUNSEL | 26.25 | $179,268 | $76,829 | $25,688 |
| MIKE ORRICK | VP MEMBERSHIP | 18.75 | $84,926 | $84,926 | $12,956 |
| JENNIFER POUEY | VP MEMBER SERV | 24.38 | $88,575 | $47,694 | $9,684 |
| ANITA TUTEJA | CONTROLLER | 18.75 | $56,245 | $56,245 | $14,132 |
| HALEY ANDREWS | NOCAL REGL DIR Trustee or director | 0.5 | $0 | $0 | $0 |
| JONATHAN E OLDFATHER | NOCAL REGL DIR Trustee or director | 0.5 | $0 | $0 | $0 |
| DEREK S ROSS | AT LARGE DIR Trustee or director | 0.5 | $0 | $0 | $0 |
| RENE SWAN | ASSOC MEM DIR Trustee or director | 0.5 | $0 | $0 | $0 |
| DINA COMPANA SMITH | Vice President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MARTINE DOMINGUES | President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| SEAN TSUI | SOCAL REGL DIR Trustee or director | 0.5 | $0 | $0 | $0 |
| TODD JACKSON | SOCAL REGL DIR Trustee or director | 0.5 | $0 | $0 | $0 |
| BRANDON OKITA | Sec / Treas Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BRADLEY C WILSON | IIABA DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JILL EPSTEIN | CEO Officer | 18.75 | $127,663 | $127,662 | $29,544 |
| STEVE YOUNG | SR VP COUNSEL | 26.25 | $179,648 | $76,992 | $22,425 |
| MIKE ORRICK | VP MEMBERSHIP | 18.75 | $87,231 | $87,231 | $11,804 |
| JENNIFER POUEY | VP MEMBER SERV | 24.38 | $87,165 | $46,935 | $8,035 |
| ANITA TUTEJA | CONTROLLER | 18.75 | $53,041 | $53,041 | $14,598 |
| JONATHAN E OLDFATHER | NOCAL REGL DIR Trustee or director | 0.5 | $0 | $0 | $0 |
| DEREK S ROSS | SOCAL REGL DIR Trustee or director | 0.5 | $0 | $0 | $0 |
| RENE SWAN | ASSOC MEM DIR Trustee or director | 0.5 | $0 | $0 | $0 |
| DINA COMPANA SMITH | SEC/TREAS Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JONATHAN A SCHRETER | President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MARTINE DOMINGUES | Vice President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| SEAN TSUI | NOCAL REGL DIR Trustee or director | 0.5 | $0 | $0 | $0 |
| GREG F JOHANSING | SOCAL REGL DIR Trustee or director | 0.5 | $0 | $0 | $0 |
| BRANDON OKITA | AT LARGE DIR Trustee or director | 0.5 | $0 | $0 | $0 |
| BRADLEY C WILSON | IIABA DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9528 MIRAMAR RD 1142, SAN DIEGO, CA 92126-4533
- In care of
- % JERRY OKANE
- Principal officer (990 for 2025)
- JILL EPSTEIN, 9528 MIRAMAR RD 1142, SAN DIEGO, CA 92126
- Signed the 990
- JILL EPSTEIN, CEO
- Phone
- (925) 426-3300
- Website
- WWW.IIABCAL.ORG
- Return prepared by
- West Rhode & Roberts
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3215814 or by the name INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA 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
IIABCal protects, promotes, and perpetuates independent agents and brokers in California with vision, leadership and innovation by leveraging the power of uniting members to accomplish objectives otherwise unattainable individually.
Program accomplishments
- IIABCAL provides its members with access to many unique benefits and services. Members have exemplary state and national legislative representation; a variety of conferences, conventions and forums that bring agents and brokers together to share, listen and learn; an extensive professional education program focusing on products and services for members to use in their business operations, as well as to provide to their clients.
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
- 94-3215814
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,371,678
- Income (IRS master file)
- $2,100,921
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,100,921 | $1,853,947 | $2,371,678 | XML |
| 990 | December 2024 | $2,119,269 | $1,912,040 | $2,087,302 | XML |
| 990 | December 2023 | $2,006,514 | $2,019,896 | $2,526,785 | XML |
| 990 | December 2022 | $1,769,737 | $2,164,371 | $2,375,400 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 94-3215814).
Questions about INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC
- What is the EIN of INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC?
- The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC is 94-3215814.
- Is INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1995.
- Are donations to INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA 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 CALIFORNIA 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 CALIFORNIA 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 AND BROKERS OF CALIFORNIA 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 AND BROKERS OF CALIFORNIA INC?
- The 990 for the year ended December 31, 2025 names JILL EPSTEIN.
- Who are the officers and directors of INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC?
- The 990 for the year ended December 31, 2025 lists 15 people; 5 received compensation from the organization, the highest $142,687 (JILL EPSTEIN, CEO).
- How much revenue does INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,100,921, expenses of $1,853,947 and total assets of $2,371,678 at year end.
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