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← INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC

Form 990 for tax year 2023

Filed by INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC.

Totals

Total revenue
$2,006,514
Total expenses
$2,019,896
Contributions and grants received
$1,543,043
Grants paid
$0
Program service revenue
$0
Investment income
$40,304
Other revenue
$423,167
Total assets, end of year
$2,526,785
Total liabilities, end of year
$1,666,021
Net assets or fund balances, end of year
$860,764
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JILL EPSTEIN

    CEO

    Total calculated
    $284,869
    From this org
    $127,663
    From related orgs
    $127,662
    Other
    $29,544
    Hours/week
    18.75 + 18.75 related

    Schedule J breakdown matched by us

    Base
    $127,663 + $127,662 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $6,395 + $6,395 related
    Nontaxable benefits
    $8,377 + $8,377 related
    Filer's total
    $142,435 + $142,434 related

  • STEVE YOUNG

    SR VP COUNSEL

    Total calculated
    $279,065
    From this org
    $179,648
    From related orgs
    $76,992
    Other
    $22,425
    Hours/week
    26.25 + 11.25 related

    Schedule J breakdown matched by us

    Base
    $179,648 + $76,992 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,653 + $3,709 related
    Nontaxable benefits
    $7,044 + $3,019 related
    Filer's total
    $195,345 + $83,720 related

  • MIKE ORRICK

    VP MEMBERSHIP

    Total calculated
    $186,266
    From this org
    $87,231
    From related orgs
    $87,231
    Other
    $11,804
    Hours/week
    18.75 + 18.75 related

    Schedule J breakdown matched by us

    Base
    $87,231 + $87,231 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $4,402 + $4,402 related
    Nontaxable benefits
    $1,500 + $1,500 related
    Filer's total
    $93,133 + $93,133 related

  • JENNIFER POUEY

    VP MEMBER SERV

    Total calculated
    $142,135
    From this org
    $87,165
    From related orgs
    $46,935
    Other
    $8,035
    Hours/week
    24.38 + 13.12 related

  • ANITA TUTEJA

    CONTROLLER

    Total calculated
    $120,680
    From this org
    $53,041
    From related orgs
    $53,041
    Other
    $14,598
    Hours/week
    18.75 + 18.75 related

  • JONATHAN E OLDFATHER

    NOCAL REGL DIR

    Total calculated
    $0
    Hours/week
    0.5

  • DEREK S ROSS

    SOCAL REGL DIR

    Total calculated
    $0
    Hours/week
    0.5

  • RENE SWAN

    ASSOC MEM DIR

    Total calculated
    $0
    Hours/week
    0.5

  • DINA COMPANA SMITH

    SEC/TREAS

    Total calculated
    $0
    Hours/week
    0.5

  • JONATHAN A SCHRETER

    President

    Total calculated
    $0
    Hours/week
    0.5

  • MARTINE DOMINGUES

    Vice President

    Total calculated
    $0
    Hours/week
    0.5

  • SEAN TSUI

    NOCAL REGL DIR

    Total calculated
    $0
    Hours/week
    0.5

  • GREG F JOHANSING

    SOCAL REGL DIR

    Total calculated
    $0
    Hours/week
    0.5

  • BRANDON OKITA

    AT LARGE DIR

    Total calculated
    $0
    Hours/week
    0.5

  • BRADLEY C WILSON

    IIABA DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • CA IND INS AGENTS & BROKERS FDN FOR RES

    501(C)(3) · DESIGNATED FOR RESEARCHING & DEVELOPING · CA

  • IND INS POLITICAL ACTION COMMITTEE

    527 · PAYS A PORTION OF COALITION & CAMPAIGN · CA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
10 September 2024
IRS schema version
2023v5.1
Source object
202402549349301910

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