Nonprofit · EIN 95-3073959
INDEPENDENT INSURANCE AGENTS AND BROKERS OF ORANGE COUNTY
Tax-exempt · ORANGE, CA 92865
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $47,822 | $38,248 | $9,574 | $46,046 | – | $46,046 |
| December 31, 2024 | 990-EZ | $27,916 | $33,161 | -$5,245 | $36,472 | – | $36,472 |
| December 31, 2023 | 990-EZ | $26,778 | $26,975 | -$197 | $41,717 | – | $41,717 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $6,050
- Program service revenue
- $8,800
- Investment income
- $228
- Net income from fundraising events
- $32,744
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $875
- Printing, publications and postage
- $75
- Other expenses
- $37,298
- Program services (functional)
- $9,621
Balance sheet and other
- Total assets, start of year
- $36,472
- Total assets, end of year
- $46,046
- Total liabilities, end of year
- –
- Net assets, end of year
- $46,046
- Cash, savings and investments
- $46,046
- Gross receipts
- $76,799
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIDEH RAD | President | 0 | $0 |
| RYAN WILBER | Vice President | 0 | $0 |
| KATHLEEN KOZLOWSKI | SECRETARY/TREAS | 0 | $0 |
990-EZ for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIDEH RAD | Vice President | 0 | $0 |
| TIM CHAIX | President | 0 | $0 |
| KATHLEEN KOZLOWSKI | SECRETARY/TREAS | 0 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS WALTERS | Vice President | 0 | $0 |
| TIM CHAIX | President | 0 | $0 |
| LORAINE LACEY | SECRETARY/TREAS | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1442 E LINCOLN AVE PMB 441, ORANGE, CA 92865-1934
- Signed the 990-EZ
- KATHLEEN KOZLOWSKI, SECRETARY/TREAS
- Phone
- (866) 921-6440
- Website
- WWW.IIABOC.COM
- Return prepared by
- Maruska & Associates
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3073959 or by the name INDEPENDENT INSURANCE AGENTS AND BROKERS OF ORANGE COUNTY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
EDUCATION AND PROMOTION OF INDUSTRY RELATIONS
Program accomplishments
- MEETINGS AND CONVENTIONS TO ASSIST MEMBERS IN DEVELOPING PEER RELATIONS AND A BETTER UNDERSTANDING OF THE INDUSTRYExpenses $9,621
- EDUCATION INFORMATION TO HELP ASSIST MEMBERS SOLVE INHERENT PROBLEMS OF THE INDUSTRY
- SCHOLARSHIP
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 95-3073959
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $46,046
- Income (IRS master file)
- $76,799
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $47,822 | $38,248 | $46,046 | XML |
| 990-EZ | December 2024 | $27,916 | $33,161 | $36,472 | XML |
| 990-EZ | December 2023 | $26,778 | $26,975 | $41,717 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-3073959).
Questions about INDEPENDENT INSURANCE AGENTS AND BROKERS OF ORANGE COUNTY
- What is the EIN of INDEPENDENT INSURANCE AGENTS AND BROKERS OF ORANGE COUNTY?
- The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS AND BROKERS OF ORANGE COUNTY is 95-3073959.
- Is INDEPENDENT INSURANCE AGENTS AND BROKERS OF ORANGE COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1988.
- Are donations to INDEPENDENT INSURANCE AGENTS AND BROKERS OF ORANGE COUNTY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDEPENDENT INSURANCE AGENTS AND BROKERS OF ORANGE COUNTY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDEPENDENT INSURANCE AGENTS AND BROKERS OF ORANGE COUNTY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDENT INSURANCE AGENTS AND BROKERS OF ORANGE COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of INDEPENDENT INSURANCE AGENTS AND BROKERS OF ORANGE COUNTY?
- The 990-EZ for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does INDEPENDENT INSURANCE AGENTS AND BROKERS OF ORANGE COUNTY have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $47,822, expenses of $38,248 and total assets of $46,046 at year end.
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