INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC
EIN 94-3215814 SAN DIEGO, CA
- Revenue 2023
- $2,006,514
- Expenses 2023
- $2,019,896
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 06
- Classification
- 2000
- Street
- 9528 MIRAMAR RD
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2023
As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
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. Earlier years are each on their own filing page.
Filings
-
2023
- Revenue
- $2,006,514
- Expenses
- $2,019,896
- Contributions
- $1,543,043
- Grants paid
- $0
-
2022
- Revenue
- $1,769,737
- Expenses
- $2,164,371
- Contributions
- $1,340,252
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
2023 LEGAL DEFENSE FUND
-
$20,000
2024 ADVERTISING
-
$16,667
2023 GENERAL SUPPORT
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2023 return
-
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
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related corporations and trusts on its 2023 return
-
INDEPENDENT INS PRODUCER SERVICE CORP
C CORP · DEVELOP PRODUCTS/SERVICES TO SUPPORT ORG · CA · 100% owned · share of income $719,016 · share of assets $1,286,852
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The IRS Business Master File ingested 5 October 2026, which is when the registration facts above were last refreshed for every organization. Returns through tax year 2023, the newest we have parsed for this organization.