2024-09-10T12:54:56-07:00 2023-12-31 330783983 West Rhode & Roberts 2741 4th Ave San Diego CA 92103 990 2023-01-01 943215814 INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC INDE 9254263300 9528 MIRAMAR RD 1142 SAN DIEGO CA 92126 JILL EPSTEIN CEO 2024-09-10 true true Cheryl Rhode P00234939 6196155380 2023 2024-08-08 14:25:15Z JILL EPSTEIN 9528 MIRAMAR RD 1142 SAN DIEGO CA 92126 2006514 false X WWW.IIABCAL.ORG X 1995 CA IIABCAL is an unrelenting and visionary advocate for independent insurance brokers and agents. 10 10 11 35 0 1340252 1543043 0 647 40304 428838 423167 1769737 2006514 0 0 1040921 805692 0 0 1123450 1214204 2164371 2019896 -394634 -13382 2375400 2526785 1553442 1666021 821958 860764 IIABCAL advocates on behalf of independent insurance brokers and agents in California with vision, leadership and innovation by leveraging the power of uniting members to accomplish objectives otherwise unattainable individually. false false 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 agency management training; a comprehensive communications program; and products and services for members to use in their business operations, as well as to provide to their clients. false true true true false false false false false false false false true true true false false false false false false false false false false false false false true false false false false false false false false false false false true false false true 22 0 true 11 true false false false false true true false false false X 10 10 false false false false true true false true true false false true true true true true true true true false CA X X ANITA TUTEJA 9254263302 9528 MIRAMAR RD 1142 SAN DIEGO CA 92126 JILL EPSTEIN CEO 18.75 18.75 X 127663 127662 29544 STEVE YOUNG SR VP COUNSEL 26.25 11.25 179648 76992 22425 MIKE ORRICK VP MEMBERSHIP 18.75 18.75 87231 87231 11804 JENNIFER POUEY VP MEMBER SERV 24.38 13.12 87165 46935 8035 ANITA TUTEJA CONTROLLER 18.75 18.75 53041 53041 14598 JONATHAN E OLDFATHER NOCAL REGL DIR 0.50 0.00 X 0 0 0 DEREK S ROSS SOCAL REGL DIR 0.50 0.00 X 0 0 0 RENE SWAN ASSOC MEM DIR 0.50 0.00 X 0 0 0 DINA COMPANA SMITH SEC/TREAS 0.50 0.00 X X 0 0 0 JONATHAN A SCHRETER President 0.50 0.00 X X 0 0 0 MARTINE DOMINGUES Vice President 0.50 0.00 X X 0 0 0 SEAN TSUI NOCAL REGL DIR 0.50 0.00 X 0 0 0 GREG F JOHANSING SOCAL REGL DIR 0.50 0.00 X 0 0 0 BRANDON OKITA AT LARGE DIR 0.50 0.00 X 0 0 0 BRADLEY C WILSON IIABA DIRECTOR 0.50 0.00 X 0 0 0 534748 391861 86406 2 false true false NORWOOD ASSOCIATES LLC 915 L ST STE 1100 SACRAMENTO CA 95814 ADVOCACY 250000 EVERSHEDS SUTHERLAND 999 PEACHTREE ST NE ST 2300 ATLANTA GA 30309 LEGAL SERVICES 141721 2 1152536 390507 1543043 0 40304 40304 0 0 0 0 0 0 0 FEES AND COMMISSIONS 900099 172610 172610 MEETINGS AND CONVENTIONS 900099 250557 250557 423167 2006514 423167 40304 0 0 0 0 142435 0 554994 0 61868 46395 0 0 20827 250000 0 0 110260 13873 103109 0 0 2264 259539 0 116681 0 0 0 32258 IIAB NATIONAL DUES 160833 SERVICE CONTRACTORS 70750 DONATIONS 47956 BANK FEES 23359 2495 2019896 0 0 0 612511 119196 0 0 27296 25846 0 0 0 0 36283 25910 0 533787 1039803 11000 11000 0 0 1154523 1305030 2375400 2526785 82951 122205 811931 974232 658560 569584 1553442 1666021 X 821958 860764 821958 860764 2375400 2526785 X -13382 67815 -15627 X true X false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 250000 false false false true 1152536 250000 20275 270275 253558 16717 Part I-A, Line 1 - Direct and Indirect Political Campaign Activities The Organization established and administered political committees in order to financially support coalitions and campaigns organized to advocate for public policy issues relevant to its mission. DUE FROM (TO) AFFILIATE 1305030 LIFE INSURANCE CASH VALUE 1305030 DEFERRED COMPENSATION 569584 569584 X Part X : FIN48 Footnote IIABCal, a not-for-profit organization, is exempt from income taxes under Internal Revenue Code Section 501(c)(6) and is also exempt from the State of California franchise and income tax under Section 23701(d) of the State Revenue and Taxation Code. IIABCals unrelated business activities did not generate taxable income and no tax liability has been recorded at December 31, 2023.The Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740-10, Accounting for Uncertainties in Income Tax, sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. The Organization has reviewed its position for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure. X false false false JILL EPSTEIN CEO 127663 127662 6395 6395 8377 8377 142435 142434 MIKE ORRICK VP MEMBERSHIP 87231 87231 4402 4402 1500 1500 93133 93133 STEVE YOUNG SR VP COUNSEL 179648 76992 8653 3709 7044 3019 195345 83720 Form 990, Part VI, Section A, Line 6 The Organization has members. Form 990, Part VI, Section B, Line 11b Teh Board receives a copy of the Form 990 in the emailed Board meeting packet, and it is discussed at the Board meeting before it is filed. Form 990, Part VI, Section B, Line 12c A committee of the Board of Directors reviews all potential conflicts of interest annually. All personnel and Board members are required to disclose in writing potential conflicts and any related party affiliations. Form 990, Part VI, Section B, Line 15a Reviewed by Board of Directors, and reviewed based on criteria they have established. Form 990, Part VI, Section C, Line 19 Request can be made through the Organizations website and by email. Basic access to the Organizations Form 990 is available free of charge through guidestar.com. Form 990, Part XI, Line 9 ADJUSTMENT FOR CHANGE IN IIPAC BALANCES = -$15627 CA IND INS AGENTS & BROKERS FDN FOR RES 9528 MIRAMAR RD 1142 SAN DIEGO CA 92126 DESIGNATED FOR RESEARCHING & DEVELOPING CA 501(C)(3) LINE 10 N/A false IND INS POLITICAL ACTION COMMITTEE 9528 MIRAMAR RD 1142 SAN DIEGO CA 92126 PAYS A PORTION OF COALITION & CAMPAIGN CA 527 N/A false INDEPENDENT INS PRODUCER SERVICE CORP 9528 MIRAMAR RD 1142 SAN DIEGO CA 92126 942230164 DEVELOP PRODUCTS/SERVICES TO SUPPORT ORG CA N/A C CORP 719016 1286852 1.00000 false false false false false false false false false false false false false false true true false true true false IND INS POLITICAL ACTION COMMITTEE r 44168 CASH INDEPENDENT INS PRODUCER SERVICE CORP n 8839 BOOK VALUE INDEPENDENT INS PRODUCER SERVICE CORP o 1402383 ACCRUAL INDEPENDENT INS PRODUCER SERVICE CORP q 888198 ACCRUAL INDEPENDENT INS PRODUCER SERVICE CORP r 7896 REV SHARE BIG