Nonprofit · EIN 95-6093439
INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO INC
Tax-exempt · SANTEE, CA 92071
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $249,166 | $260,200 | -$11,034 | $51,354 | $7,741 | $43,613 |
| December 31, 2024 | 990 | $243,767 | $244,674 | -$907 | $58,567 | $3,920 | $54,647 |
| December 31, 2023 | 990 | $222,780 | $236,122 | -$13,342 | $66,141 | $10,587 | $55,554 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $218,928
- Investment income
- $609
- Net income from fundraising events
- $28,840
- Other revenue
- $29,629
Expenses
- Grants and similar amounts paid
- $22,860
- Compensation of officers, directors and key employees
- $49,950
- Salaries, compensation and benefits (total)
- $53,989
- Professional fundraising fees
- $0
- Accounting fees
- $3,096
Balance sheet and other
- Total assets, start of year
- $58,567
- Total assets, end of year
- $51,354
- Total liabilities, end of year
- $7,741
- Net assets, end of year
- $43,613
- Gross receipts
- $337,144
- Employees
- 1
- Volunteers
- 0
- Year formed
- 1934
- 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 |
|---|---|---|---|
| LORI FENTRESS | EXECUTIVE DIRECTOR Trustee or director | 20 | $49,950 |
| MORGAN HEGE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JEREMY HOOLIHAN | PRESIDENT-ELECT Trustee or director | 1 | $0 |
| BRIAN RUIZ | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| DANIEL OLSON | PAST PRESIDENT Trustee or director | 1 | $0 |
| WELLA CAMPBELL | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| JOE HAMILTON | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID JACOBSON | BOARD MEMBER Trustee or director | 1 | $0 |
| TRAVIS PEARSON | BOARD MEMBER Trustee or director | 1 | $0 |
| OSMAR ESPINOZA | BOARD MEMBER Trustee or director | 1 | $0 |
| RICH SABATOWSKI | BOARD MEMBER Trustee or director | 1 | $0 |
| GENA MARQUEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| GIL GEVARIANS | BOARD MEMBER Trustee or director | 1 | $0 |
| NICK CUEVAS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI FENTRESS | EXECUTIVE DIRECTOR Trustee or director | 20 | $47,400 |
| DANIEL OLSON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MORGAN HEGE | PRESIDENT-ELECT Trustee or director | 1 | $0 |
| JEREMY HOOLIHAN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| SUSAN MCMILLON | PAST PRESIDENT Trustee or director | 1 | $0 |
| WELLA CAMPBELL | BOARD MEMBER Trustee or director | 1 | $0 |
| BRIAN RUIZ | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| JOE HAMILTON | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID JACOBSON | BOARD MEMBER Trustee or director | 1 | $0 |
| TRAVIS PEARSON | BOARD MEMBER Trustee or director | 1 | $0 |
| OSMAR ESPINOZA | BOARD MEMBER Trustee or director | 1 | $0 |
| RICH SABATOWSKI | BOARD MEMBER Trustee or director | 1 | $0 |
| SANDI GRIGG | BOARD MEMBER Trustee or director | 1 | $0 |
| GIL GEVARIANS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI FENTRESS | EXECUTIVE DIRECTOR Trustee or director | 20 | $45,500 |
| DANIEL OLSON | PRESIDENT ELECT Trustee or director | 1 | $0 |
| SUSAN MCMILLON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DAVID JACOBSON | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| JOE HAMILTON | PAST PRESIDENT Trustee or director | 1 | $0 |
| BRIAN RUIZ | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| NANCY TREJO | BOARD MEMBER Trustee or director | 1 | $0 |
| WELLA CAMPBELL | BOARD MEMBER Trustee or director | 1 | $0 |
| JEREMY HOOLIHAN | BOARD MEMBER Trustee or director | 1 | $0 |
| MORGAN HEGE | BOARD MEMBER Trustee or director | 1 | $0 |
| SANDI GRIGG | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9942 MOLLIE LN, SANTEE, CA 92071-1180
- Principal officer (990 for 2025)
- MORGAN HEGE, 9942 MOLLIE LANE, SANTEE, CA 92071
- Signed the 990
- MORGAN HEGE, PRESIDENT
- Phone
- (619) 749-5168
- Website
- IIABSANDIEGO.COM
- Return prepared by
- BLUM & CLARK CPAS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6093439 or by the name INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO 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
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.
Program accomplishments
- 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.
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
- 95-6093439
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1944
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $51,354
- Income (IRS master file)
- $337,144
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $249,166 | $260,200 | $51,354 | IRS |
| 990 | December 2024 | $243,767 | $244,674 | $58,567 | XML |
| 990 | December 2023 | $222,780 | $236,122 | $66,141 | XML |
| 990 | December 2022 | $208,192 | $203,683 | $73,001 | 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 95-6093439).
Questions about INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO INC
- What is the EIN of INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO INC?
- The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO INC is 95-6093439.
- Is INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1944.
- Are donations to INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO 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 SAN DIEGO 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 SAN DIEGO 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 SAN DIEGO 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 SAN DIEGO INC?
- The 990 for the year ended December 31, 2025 names MORGAN HEGE.
- Who are the officers and directors of INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO INC?
- The 990 for the year ended December 31, 2025 lists 15 people; 1 received compensation from the organization, the highest $49,950 (LORI FENTRESS, EXECUTIVE DIRECTOR).
- How much revenue does INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $249,166, expenses of $260,200 and total assets of $51,354 at year end.
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