Public Charity

INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO INC

INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO INC is a Public Charity headquartered in SANTEE, CA. Financial data from the 2025 filing: $249K revenue, $260K expenses, $51K total assets. IRS filings disclose 21 grants awarded by this foundation, totaling roughly $130K.

EIN: 956093439 SANTEE, CA Latest filing: 2025
Total Revenue$249K
Total Expenses$260K
Total Assets$51K
Grants Given21
Grant Total$130K
Filing Years2020–2025

Mission

IIAB OF SAN DIEGO IS DEDICATED TO UPHOLDING THE IDEALS OF THE AMERICAN AGENCY SYSTEM. MEMBERS WILL ACCESS INFORMATION TO FURTHER THEIR BUSINESSES. THE ORGANIZATION EDUCATES, INFORMS AND FOSTERS SOUND AND LEGITIMATE PRACTICES IN THE INSURANCE BUSINESS.

Sample Grants Given

SAN DIEGO, CA · 2025
GENERAL SUPPORT
$7,500
MAKE-A-WISH FOUNDATION OF SAN DIEGO
SAN DIEGO, CA · 2025
GENERAL SUPPORT
$6,355
SAN DIEGO, CA · 2025
GENERAL SUPPORT
$5,805
SAN DIEGO, CA · 2024
GENERAL SUPPORT
$5,743
MAKE-A-WISH FOUNDATION OF SAN DIEGO
SAN DIEGO, CA · 2024
GENERAL SUPPORT
$5,143

Showing up to 5 of 21 total records — full history available with membership.

Officers & Directors

SECRETARY/TREASURER Brian Ruiz
PAST PRESIDENT Daniel Olson
BOARD MEMBER David Jacobson
BOARD MEMBER Gena Marquez
BOARD MEMBER Gil Gevarians
BOARD MEMBER Jennifer Johnson

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT
$129,979 21 grants

Financial Trends

Year Revenue Expenses Assets
2025 $249K $260K $51K
2024 $244K $245K $59K
2023 $223K $236K $66K
2022 $208K $204K $73K
2020 $54K $77K $124K

Between 2020 and 2025, reported annual revenue grew from $54K to $249K (+365%), with total assets most recently reported at $51K.

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

Grant Geography

Grants from this foundation were reported to recipients in CA, MO, NC.

CAMONC

Full geographic grant map with state-by-state breakdown available with membership.

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