California · Nonprofit
INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC
INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC (California) receives grants from 2 organizations whose IRS filings report $66,667 to it, the largest being THE COUNCIL OF INSURANCE AGENTS AND BROKERS ($50,000). 0 of them have funded it in more than one year.
- Revenue FY2025
- $2.1M
- Funders on record
- 2
- Grants received
- $67k
- Net assets
- $1.5M
What Independent Insurance Agents and Brokers of California Inc does
Mission
IIABCal protects, promotes, and perpetuates independent agents and brokers in California with vision, leadership and innovation by leveraging the power of uniting members to accomplish objectives otherwise unattainable individually.
As stated on its FY2025 Form 990.
Program
IIABCAL provides its members with access to many unique benefits and services. Members have exemplary state and national legislative representation; a variety of conferences, conventions and forums that bring agents and brokers together to share, listen and learn; an extensive professional education program focusing on products and services for members to use in their business operations, as well as to provide to their clients.
The program described on its FY2025 Form 990.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $2.9M to $2.4M (−18%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 4% · 2021 6% · 2022 0%. Grants only. Government contracts and fees sit inside program revenue.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Jill Epstein
CEO
As listed on its FY2025 Form 990.
Who funds it, year by year
Grant support over time, funder by funder — shade shows the grant size each year.
From the IRS filings of INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC leans on a few funders — its largest provides 75% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC draws 100% of its grant income from funders outside California, across 2 states in all.
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
Footprint & structure
Files a return copy in 1 state
Part of a family of 3 related entities
- Ca Ind Ins Agents & Brokers Fdn for Res · exempt
- Ind Ins Political Action Committee · exempt
- Independent Ins Producer Service Corp · corp_trust
Screen this organization
A dated, signed PDF of the compliance screen for INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC?
- INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC (California) receives grants from 2 organizations whose IRS filings report $66,667 to it, the largest being THE COUNCIL OF INSURANCE AGENTS AND BROKERS ($50,000). 0 of them have funded it in more than one year.
- How many funders does INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC have?
- IRS filings report 2 organizations giving $66,667 in grants to INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC.
- Who is the largest funder of INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC?
- THE COUNCIL OF INSURANCE AGENTS AND BROKERS is the largest funder on record, with $50,000 in grants. The full list of funders is on this page.
- How can an organization like INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Independent Insurance Agents and Brokers of California →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing