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Independent Insurance Agents Of San Antonio

  • San Antonio, TX
  • Tax-exempt since April 1939
  • EIN: 74-0879190

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$184k (2024)

Expenses
$204k (2024)

Total Assets
$94.6k (2024)

Total Liabilities
$41.3k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$184,033
Expenses
$203,694
Net Income
-$19,661
Net Assets
$53,281
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,609
1.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $94,594
Total Liabilities $41,313
Net Assets $53,281
Compensation
Key Employees and Officers Compensation Other
Jill Duzan (Vice President) $0 $0
John Hague (Board Member) $0 $0
Peighton Burke (President) $0 $0
Peter Clarkson (Board Member) $0 $0
Yousef Foteh (Treasurer) $0 $0
Tim Killeen (Board Member) $0 $0
Taylor Chafin (Board Member) $0 $0
James Goldberg (Past President) $0 $0
Tom Culp (Board Member) $0 $0
Hector Ortega (Board Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$173,389
Expenses
$182,532
Net Income
-$9,143
Net Assets
$72,942
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,151
0.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $126,319
Total Liabilities $53,377
Net Assets $72,942
Compensation
Key Employees and Officers Compensation Other
Jill Duzan (Sec/Treas) $0 $0
Michele Geary (Advisory Dir.) $0 $0
Peighton Burke (Vice President) $0 $0
Ross Ormond (Advisory Dir.) $0 $0
Yousef Foteh (Board Member) $0 $0
Tim Killen (Board Member) $0 $0
Todd Allison (Board Member) $0 $0
James Goldberg (President) $0 $0
Shirley Crandall (Past President) $0 $0
Jeff Sekiguchi (Board Member) $0 $0
Peter Clarkson (Board Member) $0 $0
Taylor Chafin (Board Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 17, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$193,351
Expenses
$191,092
Net Income
$2,259
Net Assets
$82,085
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $110
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $145,618
Total Liabilities $63,533
Net Assets $82,085
Compensation
Key Employees and Officers Compensation Other
Karen Montgomery (Advisory Dir.) $0 $0
Michele Geary (Past President) $0 $0
Peighton Burke (Sec./Treas.) $0 $0
Ross Ormond (Advisory Dir.) $0 $0
Aaron Stevens (Board Member) $0 $0
Jeff Sekiguchi (Board Member) $0 $0
Todd Allison (Board Member) $0 $0
James Goldberg (Vice President) $0 $0
Shirley Crandall (President) $0 $0
Peter Clarkson (Board Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 4, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$185,700
Expenses
$181,481
Net Income
$4,219
Net Assets
$79,826
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $49
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $159,874
Total Liabilities $80,048
Net Assets $79,826
Compensation
Key Employees and Officers Compensation Other
Karen Montgomery (Advisory Dir.) $0 $0
Michele Geary (President) $0 $0
Crystal Metzger (Advisory Dir.) $0 $0
Ross Ormond (Advisory Dir.) $0 $0
Lettie Tovar (Advisory Dir.) $0 $0
Jeff Sekiguchi (Board Member) $0 $0
Adrian Rodriquez (Board Member) $0 $0
James Goldberg (Sec./Treas) $0 $0
Shirley Crandall (Vice President) $0 $0
Eric Cervantes (Past President) $0 $0
Todd Allison (Board Member) $0 $0
Aaron Stevens (Board Member) $0 $0
Peighton Burke (Board Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 11, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$170,447
Expenses
$149,328
Net Income
$21,119
Net Assets
$75,607
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $387
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $146,463
Total Liabilities $70,856
Net Assets $75,607

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$194,561
Expenses
$200,294
Net Income
-$5,733
Net Assets
$54,488
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $722
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $155,285
Total Liabilities $100,797
Net Assets $54,488

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$170,592
Expenses
$173,696
Net Income
-$3,104
Net Assets
$60,221
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $157
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $112,335
Total Liabilities $52,114
Net Assets $60,221

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$159,734
Expenses
$175,888
Net Income
-$16,154
Net Assets
$63,325
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $84
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $131,758
Total Liabilities $68,433
Net Assets $63,325

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$143,135
Expenses
$148,748
Net Income
-$5,613
Net Assets
$79,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $22
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $142,194
Total Liabilities $62,715
Net Assets $79,479

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$114,839
Expenses
$120,685
Net Income
-$5,846
Net Assets
$85,092
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $21
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $132,726
Total Liabilities $47,634
Net Assets $85,092

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$124,078
Expenses
$114,824
Net Income
$9,254
Net Assets
$90,938
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $214
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $94,587
Total Liabilities $3,649
Net Assets $90,938

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$122,260
Expenses
$156,076
Net Income
-$33,816
Net Assets
$81,684
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $156
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $82,892
Total Liabilities $1,208
Net Assets $81,684

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$116,845
Expenses
$110,382
Net Income
$6,463
Net Assets
$115,500
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $205
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $115,500
Total Liabilities $0
Net Assets $115,500

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated