Mission
To enable independent insurance agents to promote the insurance industry.
Public Charity
Independent Insurance Agents & Brokers of Sacramento
Independent Insurance Agents & Brokers of Sacramento is a Public Charity headquartered in Sacramento, CA. Financial data from the 2025 filing: $227K revenue, $236K expenses, $187K total assets. IRS filings disclose 2 grants awarded by this foundation, totaling roughly $20K.
EIN: 941736203
Sacramento, CA
Latest filing: 2025
Total Revenue$227K
Total Expenses$236K
Total Assets$187K
Grants Given2
Grant Total$20K
Filing Years2021–2025
Sample Grants Given
Big Brothers Big Sisters
general
$8,909
volunteers of america
$11,000
Showing up to 5 of 2 total records — full history available with membership.
Officers & Directors
president elect
Dean Fletcher
past president
Heath Sheppard
Secretary/treas
James Drake
President
Jeremy Parker
Director
Rachael Rose
Executive Dir.
Shirley Rosenberg
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $227K | $236K | $187K |
| 2024 | $270K | $191K | $195K |
| 2023 | $250K | $280K | $117K |
| 2022 | $256K | $311K | $147K |
| 2021 | $154K | $194K | $203K |
Between 2021 and 2025, reported annual revenue grew from $154K to $227K (+47%), with total assets most recently reported at $187K.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in CA.
CA
Full geographic grant map with state-by-state breakdown available with membership.