Independent Insurance Agents and Brokers
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.
Independent Insurance Agents and Brokers at a glance
In short: Independent Insurance Agents and Brokers gave $20K across 3 grants in 2025 (avg $7K), mostly in California. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $19,660
- +80.6% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $6,553
- +20.4% vs 2024
- Median grant
- $6,355
- Total assets
- $51,354
- -12.3% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Independent Insurance Agents and Brokers funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Just in Time for Foster Youth ($8K). Together the top 3 received $20K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Independent Insurance Agents and Brokers gives
- Giving grew 191% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $7K (2022) to $20K (2025). In 2025 it made 3 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Just in Time for Foster Youth San Diego, CA | General Support | $7,500 |
| Make-a-Wish Foundation of San Diego San Diego, CA | General Support | $6,355 |
| Burn Institute San Diego, CA | General Support | $5,805 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $51,354 | $249,166 | $260,200 | $19,660 | 3 | $609 |
| 2024 | $58,567 | $243,767 | $244,674 | $10,886 | 2 | $1,165 |
| 2023 | $66,141 | $222,780 | $236,122 | $13,122 | 2 | $233 |
| 2022 | $73,001 | $208,192 | $203,683 | $6,746 | 1 | $4 |
| 2021 | $67,285 | $188,252 | $157,484 | $19,254 | 2 | $2 |
| 2020 | $123,806 | $53,539 | $76,623 | $7,200 | 1 | $3 |
About Independent Insurance Agents and Brokers
Based on IRS filings
Independent Insurance Agents and Brokers is a public charity, based in Santee, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $51K in total assets. In 2025, it awarded 3 grants totaling $20K. Net investment income was $609.
Leadership & Key People
Officers and directors from IRS filings
Independent Insurance Agents and Brokers is led by Lori Fentress, Executive Director on every filing since 2020; 1 of 15 officers listed in 2025 is compensated.
Officers on the 2025 filing
Lori Fentress
Executive Director
On filings since 2020
20 hrs/week
$33K (2020) → $50K (2025)
Morgan Hege
President
Board Member → President-Elect, 2024
President-Elect → President, 2025
On filings since 2023
1 hr/week
No compensation reported
Daniel Olson
Past President
President Elect → President, 2024
President → Past President, 2025
On filings since 2020
1 hr/week
No compensation reported
David Jacobson
Board Member
Board Member → Secretary & Treasurer, 2023
Secretary & Treasurer → Board Member, 2024
On filings since 2020
1 hr/week
No compensation reported
Joe Hamilton
Board Member
President → Past President, 2023
Past President → Board Member, 2024
On filings since 2020
1 hr/week
No compensation reported
Wella Campbell
Board Member
On filings since 2021
1 hr/week
No compensation reported
Brian Ruiz
Secretary & Treasurer
Board Member → Secretary & Treasurer, 2025
On filings since 2023
1 hr/week
No compensation reported
Jennifer Johnson
Board Member
On filings since 2023
1 hr/week
No compensation reported
Jeremy Hoolihan
President-Elect
Board Member → Secretary & Treasurer, 2024
Secretary & Treasurer → President-Elect, 2025
On filings since 2023
1 hr/week
No compensation reported
Gil Gevarians
Board Member
On filings since 2024
1 hr/week
No compensation reported
Osmar Espinoza
Board Member
On filings since 2024
1 hr/week
No compensation reported
Rich Sabatowski
Board Member
On filings since 2024
1 hr/week
No compensation reported
Travis Pearson
Board Member
On filings since 2024
1 hr/week
No compensation reported
Gena Marquez
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Nick Cuevas
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (12)
- Former: Susan McMillon (2021–2024) — Past President
- Former: Sandi Grigg (2023–2024) — Board Member
- Former: Nancy Trejo (2022–2023) — Board Member
- Former: David Sumpter (2020–2022) — Board Member
- Former: Doug Shea (2020–2022) — Past President
- Former: Bo Courtney (2021–2022) — Board Member
- Former: Sam Quigley (2021–2022) — Board Member
- Former: Sam Clayton (2020–2021) — Past President
- Former: Tram Mascia (2020–2021) — Board Member
- Former: Matt Slakoff (2020) — Past President
- Former: Stephanie Cassady (2020) — Board Member
- Former: Susan McFarland (2020) — Board Member
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $50K, to Lori Fentress (Executive Director).
Frequently asked questions about Independent Insurance Agents and Brokers
How much does Independent Insurance Agents and Brokers give each year?
Independent Insurance Agents and Brokers gave $20K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $11K across 2 grants.
What is Independent Insurance Agents and Brokers's typical grant size?
Independent Insurance Agents and Brokers's median grant in 2025 was $6,355, and its average grant was $6,553, across 3 grants on its 2025 IRS Form 990.
Where does Independent Insurance Agents and Brokers give grants?
Independent Insurance Agents and Brokers gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were San Diego, CA (3 grants).
Does Independent Insurance Agents and Brokers give general operating support?
Yes: 100% of Independent Insurance Agents and Brokers's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990.
How large is Independent Insurance Agents and Brokers?
Independent Insurance Agents and Brokers reported $51K in total assets on its 2025 IRS Form 990. Its revenue that year was $249K.
What is Independent Insurance Agents and Brokers's EIN?
Independent Insurance Agents and Brokers's EIN (Employer Identification Number) is 95-6093439. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS June 18, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 1, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS July 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS June 12, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 15, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
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More similar funders
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Figures come from Independent Insurance Agents and Brokers's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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