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Independent Insurance Agents Association Of Sacramento Inc

  • Sacramento, CA
  • Tax-exempt since June 1971
  • EIN: 94-1736203

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
$270k (2024)

Expenses
$191k (2024)

Total Assets
$195k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$269,748
Expenses
$191,155
Net Income
$78,593
Net Assets
$195,323
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,400
7.2%
Program Services $214,285
79.4%
Investment Income $30
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $36,033
13.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $195,323
Total Liabilities $0
Net Assets $195,323
Compensation
Key Employees and Officers Compensation Related Other
Brennen Cull (Past President) $0 $0 $0
Jeremy Parker (President Elect) $0 $0 $0
Heath Sheppard (President) $0 $0 $0
Shirley Rosenberg (Executive Dir.) $0 $0 $0
Dean Fletcher (Secretary/Treas) $0 $0 $0
Erica Weill (Director) $0 $0 $0
James Drake (Director) $0 $0 $0
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Document Links

990
Filed on Feb. 26, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$249,643
Expenses
$280,206
Net Income
-$30,563
Net Assets
$116,730
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,723
10.3%
Program Services $201,519
80.7%
Investment Income $30
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $22,371
9.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $116,730
Total Liabilities $0
Net Assets $116,730
Compensation
Key Employees and Officers Compensation Related Other
Rob Mc Vicar (Past President) $0 $0 $0
Haley Andrews (President) $0 $0 $0
Brennen Cull (President Elect) $0 $0 $0
Mark Diele (Secretary/Treas) $0 $0 $0
Jeremy Parker (Director) $0 $0 $0
Joe Sequenzia (Director) $0 $0 $0
Heath Sheppard (Director) $0 $0 $0
Shirley Rosenberg (Executive Dir.) $0 $0 $0
+ View more people

Document Links

990
Filed on March 13, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$255,632
Expenses
$310,979
Net Income
-$55,347
Net Assets
$147,293
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $236,674
92.6%
Investment Income $34
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $18,924
7.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $42,373
13.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $147,293
Total Liabilities $0
Net Assets $147,293
Compensation
Key Employees and Officers Compensation Related Other
Rose Kaerth (Executive Director) $42,373 $0 $0
Rob Mc Vicar (Director) $0 $0 $0
Haley Andrews (President) $0 $0 $0
Brennen Cull (Director) $0 $0 $0
Mark Diele (Secretary/Treas) $0 $0 $0
Jeremy Parker (Director) $0 $0 $0
Joe Sequenzia (Director) $0 $0 $0
Heath Sheppard (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on April 6, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$154,408
Expenses
$193,762
Net Income
-$39,354
Net Assets
$202,640
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $132,117
85.6%
Investment Income $627
0.4%
Net Fundraising -$111
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $202,640
Total Liabilities $0
Net Assets $202,640
Compensation
Key Employees and Officers Compensation Other
Rose Kaerth (Executive Direc) $33,373 $0
Perry Harris (President) $0 $0
Harold Newbill (Past President) $0 $0
Rob Mc Vicar (President Elect) $0 $0
Haley Andrews (Secretary/Treas) $0 $0
Brennen Cull (Director) $0 $0
Mark Diele (Director) $0 $0
Diana Davis (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 27, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$64,107
Expenses
$87,280
Net Income
-$23,173
Net Assets
$241,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,292
20.7%
Investment Income $2,102
3.3%
Net Fundraising $32,675
51.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $241,994
Total Liabilities $0
Net Assets $241,994
Compensation
Key Employees and Officers Compensation Other
Rose Kaerth (Executive Direc) $33,373 $0
Sallie Knighten (Past President) $0 $0
Perry Harris (President Elect) $0 $0
Harold Newbill (President) $0 $0
Rob Mc Vicar (Secretary/Treas) $0 $0
Kevin Reeves (Director) $0 $0
Haley Andrews (Director) $0 $0
Brennen Cull (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 7, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$279,561
Expenses
$293,217
Net Income
-$13,656
Net Assets
$265,167
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $262,475
93.9%
Investment Income $1,749
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $15,337
5.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $33,373
11.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $265,167
Total Liabilities $0
Net Assets $265,167
Compensation
Key Employees and Officers Compensation Related Other
Rose Kaerth (Executive Direc) $33,373 $0 $0
Irene Sabourin (Director) $0 $0 $0
Sallie Knighten (President) $0 $0 $0
Stuart Nelson (Past President) $0 $0 $0
Perry Harris (Secretary Treas) $0 $0 $0
Harold Newbill (President Elect) $0 $0 $0
Rob Mc Vicar (Director) $0 $0 $0
Kevin Reeves (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$282,489
Expenses
$246,388
Net Income
$36,101
Net Assets
$278,823
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $271,057
96.0%
Investment Income $452
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $10,980
3.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $33,373
13.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $278,823
Total Liabilities $0
Net Assets $278,823
Compensation
Key Employees and Officers Compensation Related Other
Rose Kaerth (Executive Direc) $33,373 $0 $0
Irene Sabourin (Past President) $0 $0 $0
Mike Esparza (2nd Vp) $0 $0 $0
Sallie Knighten (Vice President) $0 $0 $0
Stuart Nelso (President) $0 $0 $0
Chris Purves (Director) $0 $0 $0
Debbie Clark (Director) $0 $0 $0
Perry Harris (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 4, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$253,433
Expenses
$253,583
Net Income
-$150
Net Assets
$242,722
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $258,756
> 100%
Investment Income $153
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$5,476
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $32,400
12.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $242,722
Total Liabilities $0
Net Assets $242,722
Compensation
Key Employees and Officers Compensation Related Other
Rose Kaerth (Executive Direc) $32,400 $0 $0
Rob Oates (Past President) $0 $0 $0
Irene Sabourin (President) $0 $0 $0
Mike Esparza (Director) $0 $0 $0
Sallie Knighten (2nd Vp) $0 $0 $0
Stuart Nelso (Vice President) $0 $0 $0
Chris Purves (Director) $0 $0 $0
Debbie Clark (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$401,125
Expenses
$366,402
Net Income
$34,723
Net Assets
$242,872
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $390,925
97.5%
Investment Income $218
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $9,982
2.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $31,200
8.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $242,872
Total Liabilities $0
Net Assets $242,872
Compensation
Key Employees and Officers Compensation Related Other
Rose Kaerth (Executive Direc) $31,200 $0 $0
Rob Oates (President) $0 $0 $0
Irene Sabourin (1st Vp) $0 $0 $0
Harold Newbill (2nd Vp) $0 $0 $0
Todd Phillips (Past President) $0 $0 $0
Amy Parker (Director) $0 $0 $0
Mike Esparza (Director) $0 $0 $0
Sallie Knighten (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$227,330
Expenses
$206,205
Net Income
$21,125
Net Assets
$208,149
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $217,150
95.5%
Investment Income $209
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $9,971
4.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,000
14.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $208,149
Total Liabilities $0
Net Assets $208,149
Compensation
Key Employees and Officers Compensation Related Other
Rose Kaerth (Executive Direc) $30,000 $0 $0
Rob Oates (1st Vp) $0 $0 $0
Irene Sabourin (2nd Vp) $0 $0 $0
John Bradford (Past President) $0 $0 $0
Harold Newbill (Director) $0 $0 $0
Todd Phillips (President) $0 $0 $0
Logan Sheppard (Director) $0 $0 $0
Amy Parker (Director) $0 $0 $0
Tabb Randolph (Director) $0 $0 $0
Debbie Henderson (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 10, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$205,344
Expenses
$182,084
Net Income
$23,260
Net Assets
$187,024
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $204,755
99.7%
Investment Income $276
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $273
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $40
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $26,472
14.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $187,024
Total Liabilities $0
Net Assets $187,024
Compensation
Key Employees and Officers Compensation Related Other
Rose Kaerth (Executive Direc) $26,472 $0 $0
Rob Oates (2nd Vp) $0 $0 $0
Irene Sabourin (Director) $0 $0 $0
John Bradford (President) $0 $0 $0
Heath Sheppard (Past President) $0 $0 $0
Todd Phillips (1st Vice Pres) $0 $0 $0
Logan Sheppard (Director) $0 $0 $0
Tina Stark (Director) $0 $0 $0
Tabb Randolph (Director) $0 $0 $0
Debbie Henderson (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$186,472
Expenses
$214,651
Net Income
-$28,179
Net Assets
$163,764
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $173,632
93.1%
Investment Income $2,196
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $10,644
5.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $22,800
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $163,764
Total Liabilities $0
Net Assets $163,764
Compensation
Key Employees and Officers Compensation Related Other
Rob Oates (Director) $0 $0 $0
Irene Sabourin (Director) $0 $0 $0
Scott Purves (Director) $0 $0 $0
Heath Sheppard (President) $0 $0 $0
Todd Phillips (2nd Vice Pres) $0 $0 $0
Brooke Skeen (1st Vice Pres) $0 $0 $0
Tina Stark (Director) $0 $0 $0
Tabb Randolph (Director) $0 $0 $0
Debbie Henderson (Director) $0 $0 $0
Rose Kaerth (Executive Direc) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$202,154
Expenses
$193,035
Net Income
$9,119
Net Assets
$191,943
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $183,846
90.9%
Investment Income $72
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,390
8.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,846
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $21,600
11.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $191,943
Total Liabilities $0
Net Assets $191,943

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$212,514
Expenses
$207,386
Net Income
$5,128
Net Assets
$182,824
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $198,094
93.2%
Investment Income $416
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,830
6.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $174
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $22,900
11.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $182,824
Total Liabilities $0
Net Assets $182,824

Document Links

990

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

PDF

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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-EZ

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

PDF

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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

Fiscal Year Ending Dec.
2004

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

What Is 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.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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