Public Charity

INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC

INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC is a Public Charity headquartered in SAN DIEGO, CA. Financial data from the 2024 filing: $2.1M revenue, $1.9M expenses, $2.1M total assets. 2 publicly reported grants to this organization, totaling roughly $67K, appear in IRS filings.

EIN: 943215814 SAN DIEGO, CA Latest filing: 2024
Total Revenue$2.1M
Total Expenses$1.9M
Total Assets$2.1M
Grant Records2
Funding Total$67K
Filing Years2020–2024

Mission

IIABCal protects, promotes, and perpetuate independent agents and brokers in California with vision, leadership and innovation by leveraging the power of uniting members to accomplish objectives otherwise unattainable individually.

Officers & Directors

CONTROLLER Anita Tuteja
IIABA DIRECTOR Bradley C Wilson
Sec / Treas Brandon Okita
AT LARGE DIR Derek S Ross
Vice President Dina Compana Smith
NOCAL REGL DIR Haley Andrews

Officer compensation and complete director data available with membership.

Top Grant Purposes

LEGAL DEFENSE FUND
$50,000 1 grant
GENERAL SUPPORT
$16,667 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $2.1M $1.9M $2.1M
2023 $2.0M $2.0M $2.5M
2022 $1.8M $2.2M $2.4M
2021 $1.6M $1.6M $2.9M
2020 $1.4M $1.6M $2.7M

Between 2020 and 2024, reported annual revenue grew from $1.4M to $2.1M (+49%), with total assets most recently reported at $2.1M.

Interactive year-over-year charts and full filing details available with membership.

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