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Independent Insurance Agents and Brokers of San Diego Inc at a glance

· Public charity

Independent Insurance Agents and Brokers of San Diego Inc

Iiab of san diego is dedicated to upholding the ideals of the american agency system.

$23k
Granted FY2025still arriving
3
Grants FY2025still arriving
1
States reached
$8k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0191% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$95kEducation$21kYouth Development$18kHuman Services$6kOther$0
02FY2025 · 3 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 3 grants below total $19,660, the rows itemized in this filing. The $22,860 headline is the total grant expense on the return; the other $3,200 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.
$6,355
Median grant
1
States reached
$51k
Total assets
Largest grants
RecipientAmount
JUST IN TIME FOR FOSTER YOUTH$7,500
MAKE-A-WISH FOUNDATION OF SAN DIEGO$6,355
BURN INSTITUTE$5,805
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY23–23, $6k) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%WARRIOR FOUNDATION FREEDOM STATION: $6k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

71%of every dollar goes to organizations it has funded before.
$106k · 4 repeat orgs$43k to everyone else

4 repeat relationships: 2 still active in FY2025, 2 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

4
5

Total granted

$106k
$35k

Median revenue growth · since first grant

+21%
+48%

Still filing today

50%
100%

New vs renewed · share of each year

In FY2025, 62% of grant dollars renewed an existing relationship; $8k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Youth DevelopmentEducationPhilanthropyHuman ServicesHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BI
    Burn Institute
    9× · 2017–2025 · $64k · revenue -12%
  • MF
    MAKE-A-WISH FOUNDATION OF SAN DIEGO
    3× · 2018–2025 · $16k · revenue +21%
  • FF
    FOUNDATION FOR GROSSMONT AND CUYAMACA COLLEGES
    3× · 2017–2019 · $16k · revenue +32%

Funded once

  • S
    STARPALgraduated
    one grant, 2017 · $10k · revenue +48%
  • WA
    WAVE ACADEMY
    one grant, 2021 · $9k · revenue -56%
  • WF
    WARRIOR FOUNDATION FREEDOM STATIONgraduated
    one grant, 2023 · $6k · revenue +62%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Scintillon Institute

To create breakthrough technologies that catalyze discoveries in a spirited home for collaborative science. With the goal to build and disseminate new capabilities, engineer unique technologies, and pioneer pathways to fresh discoveries,…

Science & Tech
2
Baylor Research Institute

To improve the care and well being of our community, nationally and internationally, through innovative clinically relevant research that is consistent with the mission, vision and values of Baylor Scott & White Health (BSWH).

Health
3
Women in Neuroscience

Women in Neuroscience is building a diverse community of women leaders in neuroscience and neurology through student internships, mentorship, and scholarships.

Education
4
The Wright Institute

Graduate school of psychology.

—
5
Dana-Farber Cancer Institute Inc

The mission of dfci is to provide expert, compassionate, and equitable care to children, adults, and their families, while advancing the understanding, diagnosis, treatment, cure, and prevention of cancer and related diseases. we train new…

Health
6
Wake Forest University

Wake Forest University, a 501(c)(3) institution of higher education, is dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. The organization is comprised of seven constituent parts: Wake…

Education
7
Washington State University Foundation

The mission of the Foundation is to promote, accept, and maximize private support for programs, initiatives, and properties of Washington State University and its regional campuses. The Foundation also prudently manages, invests, and…

Education
8
Fred Hutchinson Cancer Center

Fred hutch cancer center ("fred hutch") unites innovative research and compassionate care to prevent and eliminate cancer and infectious disease. continued on schedule o

Health
9
Patient Safety Movement Foundation

Our mission is to disseminate actionable, evidence-based practices, advance their integration by healthcare organizations, and cultivate data transparency by 2030.

Education
10
The George Washington University

The mission of the george washington university (gw) is to educate individuals in liberal arts, languages, sciences, learned professions, and other courses and subjects of study, and to conduct scholarly research and publish the findings…

Education
11
The Lieber Institute Inc

The mission of the institute is to translate basic genetic and molecular mechanisms of schizophrenia and related developmental brain disorders into clinical advances that change the lives of affected individuals. it is catalyzing a new…

Health
12
Gastro Intestinal Research Foundation Inc

The GI Research Foundation works to treat, prevent, and cure digestive diseases. In collaboration with the physicians and scientists at the University of Chicago Digestive Diseases Center, we fund innovative clinical and laboratory…

Health
How this is measured
The grantee most central to the portfolio’s shape is Make-a-Wish Foundation of San Diego; the most unlike its peers is Foundation for Grossmont and Cuyamaca Colleges. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

9 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 9 of the 10 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
8/9
Grantees still filing
6/9
Grew since first funded

Where the money sits, by cause and then by grantee

Burn Institute: $63,690 · PhilanthropyBurn InstituteMAKE-A-WISH FOUNDATION OF SAN DIEGO: $16,498 · OtherMAKE-A-WISH FOUNDATION OF SAN DI…FOUNDATION FOR GROSSMONT AND CUYAMACA COLLEGES: $16,354 · OtherFOUNDATION FOR GROSSMONT AND CUY…BOBBY JO LEWIS FOUNDATION INC: $9,853 · OtherBOBBY JO LEWIS FOUNDATION INCSTARPAL: $10,000 · Youth DevelopmentSTARPALJUST IN TIME FOR FOSTER YOUTH: $7,500 · Youth DevelopmentJUST IN TIME …WAVE ACADEMY: $9,427 · EducationWAVE ACADE…WASHINGTON UNIVERSITY: $5,000 · EducationWASHINGTON…WARRIOR FOUNDATION FREEDOM STATION: $5,911 · Human ServicesGLIOBLASTOMA FOUNDATION INC: $5,000 · Health
Philanthropy$63,690Other$42,705Youth Development$17,500Education$14,427Human Services$5,911Health$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBurn Institute: $63,690 over 9y, 0.7% of budgetMAKE-A-WISH FOUNDATION OF SAN DIEGO: $16,498 over 3y, 0.1% of budgetFOUNDATION FOR GROSSMONT AND CUYAMACA COLLEGES: $16,354 over 3y, 0.5% of budgetSTARPAL: $10,000 over 1y, 1.2% of budgetWAVE ACADEMY: $9,427 over 1y, 1.0% of budgetJUST IN TIME FOR FOSTER YOUTH: $7,500 over 1y, 0.1% of budgetWARRIOR FOUNDATION FREEDOM STATION: $5,911 over 1y, 0.3% of budgetGLIOBLASTOMA FOUNDATION INC: $5,000 over 1y, 1.1% of budgetWASHINGTON UNIVERSITY: $5,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Rancho Santa Fe Found…The San Diego Foundat…Sempra FoundationThe Pfizer Foundation…The Blackbaud Giving …Network for GoodAmerican Online Givin…Fidelity Investments …Donor Advised Charita…Amazonsmile Foundation
Rancho Santa Fe FoundationCA13.5× affinity4 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: Rancho Santa Fe Foundation · The San Diego Foundation · Sempra Foundation · The Pfizer Foundation Inc · The Blackbaud Giving Fund · Network for Good · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Independent Insurance Agents and Brokers of San Diego Inc funds: left to right is the share of its income from government, bottom to top the share from Independent Insurance Agents and Brokers of San Diego Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–20%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Independent Insurance Agents and Brokers of San Diego Inc?

    Find your warmest path to Independent Insurance Agents and Brokers of San Diego Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 10 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990 e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Independent Insurance Agents and Brokers of San Diego’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home