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Independent Insurance Agents Assoc Of Contra Costa County

Ebiiaa
  • Pleasant Hill, CA
  • Tax-exempt since March 1985
  • EIN: 94-2572691

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
$20.3k (2024)

Expenses
$24.1k (2024)

Total Assets
$56.1k (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 Sept.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,331
Expenses
$24,068
Net Income
-$3,737
Net Assets
$56,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $133
0.7%
Net Fundraising $5,657
27.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,416
21.7%
Assets/Debt
Total Assets $56,111
Total Liabilities $0
Net Assets $56,111
Compensation
Key Employees and Officers Compensation Other
Dawnl Jones (Executive Secretary) $4,163 $0
Jay Marie Garcia (Executive Secretary) $3,483 $0
Joseph Weber (President) $0 $0
Sean Nixon (Vice President) $0 $0
Jennifer Amador (Treasurer) $0 $0
Nico Veran (Past President) $0 $0
Allen Shiu (Director) $0 $0
Bonnie Lee (Director) $0 $0
Cathleen Speakman (Director) $0 $0
David Kaufman (Director) $0 $0
Denia Shields (Director) $0 $0
Gemma Houser (Director) $0 $0
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990-EZ
Filed on July 15, 2025

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

View Filing
XML

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$30,939
Expenses
$30,336
Net Income
$603
Net Assets
$59,848
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3
0.0%
Net Fundraising $18,011
58.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $775
2.5%
Assets/Debt
Total Assets $59,848
Total Liabilities $0
Net Assets $59,848
Compensation
Key Employees and Officers Compensation Other
Jay Marie Garcia (Executive Secretary) $6,930 $0
Joseph Weber (President) $0 $0
Nico Veran (Vice President) $0 $0
Jennifer Amador (Treasurer) $0 $0
Jackie Tufo (Past President) $0 $0
Tamara Adams (Board Member) $0 $0
Gemma Houser (Board Member) $0 $0
Dawn Jones (Board Member) $0 $0
David Kaufmann (Board Member) $0 $0
Bonnie Lee (Board Member) $0 $0
Sean Nixon (Board Member) $0 $0
Denia Shields (Board Member) $0 $0
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990-EZ
Filed on July 3, 2024

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

View Filing
XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$28,251
Expenses
$29,163
Net Income
-$912
Net Assets
$59,245
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3
0.0%
Net Fundraising $13,678
48.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,995
14.1%
Assets/Debt
Total Assets $59,245
Total Liabilities $0
Net Assets $59,245
Compensation
Key Employees and Officers Compensation Other
Jay Marie Garcia (Secretary/Executive Admin) $9,870 $0
Nico Veran (President) $0 $0
Joseph Weber (Vice President) $0 $0
Jennifer Amador (Treasurer) $0 $0
Jackie Tufo (Past President) $0 $0
Tamara Adams (Board Member) $0 $0
Sal Contreras (Board Member) $0 $0
David Kaufmann (Board Member) $0 $0
Jerry Laurita (Board Member) $0 $0
Bonnie Lee (Board Member) $0 $0
Dale Manning (Board Member) $0 $0
Denia Shields (Board Member) $0 $0
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990-EZ
Filed on Aug. 7, 2023

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

View Filing
XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$15,493
Expenses
$17,953
Net Income
-$2,460
Net Assets
$60,157
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4
0.0%
Net Fundraising $2,554
16.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,010
6.5%
Assets/Debt
Total Assets $60,157
Total Liabilities $0
Net Assets $60,157
Compensation
Key Employees and Officers Compensation Other
Jay Marie Garcia (Secretary/Executive Admin) $6,580 $0
Nico Veran (President) $0 $0
Joseph Weber (Vice President) $0 $0
Jennifer Amador (Treasurer) $0 $0
Jackie Tufo (Immediate Past President) $0 $0
Tamara Adams (Board Member) $0 $0
Sal Contreras (Board Member) $0 $0
David Kaufmann (Board Member) $0 $0
Jerry Laurita (Board Member) $0 $0
Bonnie Lee (Board Member) $0 $0
Dale Manning (Board Member) $0 $0
Denia Shields (Board Member) $0 $0
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990-EZ
Filed on July 8, 2022

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$18,894
Expenses
$21,466
Net Income
-$2,572
Net Assets
$62,617
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6
0.0%
Net Fundraising $4,720
25.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $62,617
Total Liabilities $0
Net Assets $62,617
Compensation
Key Employees and Officers Compensation Other
Jay Marie Garcia (Secretary/Executive Admin) $7,840 $0
Jackie Tufo (President) $0 $0
Nico Veran (Vice President) $0 $0
Jennifer Amador (Treasurer) $0 $0
Daniel Shea (Immediate Past President) $0 $0
Sal Contreras (Board Member) $0 $0
David Kaufman (Board Member) $0 $0
Vicki Latronica (Board Member) $0 $0
Jerry Laurita (Board Member) $0 $0
Bonnie Lee (Board Member) $0 $0
Dale Manning (Board Member) $0 $0
Denia Shields (Board Member) $0 $0
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990-EZ
Filed on Feb. 4, 2021

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$28,433
Expenses
$25,502
Net Income
$2,931
Net Assets
$65,189
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6
0.0%
Net Fundraising $14,062
49.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $816
2.9%
Assets/Debt
Total Assets $65,189
Total Liabilities $0
Net Assets $65,189
Compensation
Key Employees and Officers Compensation Other
Jay Marie Garcia (Secretary/Executive Admini) $9,887 $0
Jackie Tufo (President) $0 $0
Nico Veran (Vice President) $0 $0
Jennifer Amador (Treasurer) $0 $0
Daniel Shea (Immediate Past President) $0 $0
Sal Contreras (Board Member) $0 $0
David Kaufman (Board Member) $0 $0
Jerry Laurita (Board Member) $0 $0
Bonnie Lee (Board Member) $0 $0
Dale Manning (Board Member) $0 $0
Vicki Mcdaniel (Board Member) $0 $0
Denia Shields (Board Member) $0 $0
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990-EZ
Filed on Feb. 11, 2020

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$30,855
Expenses
$32,561
Net Income
-$1,706
Net Assets
$62,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,504
14.6%
Program Services $0
Investment Income $36
0.1%
Net Fundraising $10,620
34.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,620
5.3%
Assets/Debt
Total Assets $62,258
Total Liabilities $0
Net Assets $62,258
Compensation
Key Employees and Officers Compensation Other
Jay Marie Garcia (Secretary/Executive Administrator) $11,334 $0
Daniel Shea (President) $0 $0
Jackie Tufo (Vice President) $0 $0
Jennifer Amador (Treasurer) $0 $0
Ron Menchini (Immediate Past President) $0 $0
Sal Contreras (Board Member) $0 $0
Lana Johnson (Board Member) $0 $0
David Kaufman (Board Member) $0 $0
Elsa Kennedy (Board Member) $0 $0
Jerry Laurita (Board Member) $0 $0
Bonnie Lee (Board Member) $0 $0
Dale Manning (Board Member) $0 $0
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990-EZ
Filed on Feb. 5, 2019

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$28,364
Expenses
$27,251
Net Income
$1,113
Net Assets
$63,964
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,848
6.5%
Program Services $0
Investment Income $33
0.1%
Net Fundraising $13,254
46.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2
0.0%
Assets/Debt
Total Assets $63,964
Total Liabilities $0
Net Assets $63,964
Compensation
Key Employees and Officers Compensation Other
Jay Marie Garcia (Board Member/Executive Sec) $10,360 $0
Daniel Shea (President) $0 $0
Jacki Tufo (Vice President) $0 $0
Jennifer Amador (Secretary/Treasurer) $0 $0
Ron Menchini (Past President) $0 $0
Sal Contreras (Board Member) $0 $0
Lana Johnson (Board Member) $0 $0
David Kaufman (Board Member) $0 $0
Elsa Kennedy (Board Member) $0 $0
Jerry Laurita (Board Member) $0 $0
Bonnie Lee (Board Member) $0 $0
Dale Manning (Board Member) $0 $0
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990-EZ
Filed on April 26, 2018

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,200
Expenses
$25,726
Net Income
$31,474
Net Assets
$62,851
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,758
6.6%
Program Services $0
Investment Income $35
0.1%
Net Fundraising $34,804
60.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,910
8.6%
Assets/Debt
Total Assets $62,851
Total Liabilities $0
Net Assets $62,851
Compensation
Key Employees and Officers Compensation Other
Jay Marie Garcia (Board Member/Executive Sec) $11,660 $0
Ron Menchini (President) $0 $0
Daniel Shea (Vice President) $0 $0
David Kaufman (Treasurer) $0 $0
Greg Kosich (Secretary) $0 $0
Jennifer Amador (Board Member) $0 $0
Elsa Kennedy (Board Member) $0 $0
Bonnie Lee (Board Member) $0 $0
Vicki Mcdaniels (Board Member) $0 $0
Denia Shields (Board Member) $0 $0
Jacki Tufo (Board Member) $0 $0
Gary Wells (Board Member) $0 $0
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990-EZ
Filed on Jan. 20, 2017

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$37,827
Expenses
$29,004
Net Income
$8,823
Net Assets
$31,377
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,089
5.5%
Program Services $0
Investment Income $5
0.0%
Net Fundraising $12,665
33.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,429
19.6%
Assets/Debt
Total Assets $31,377
Total Liabilities $0
Net Assets $31,377
Compensation
Key Employees and Officers Compensation Other
Jay Marie Garcia (Board Member/Executive Sec) $10,430 $0
Jerry Laurita (President) $0 $0
Ron Menchini (Vice President) $0 $0
David Kaufman (Treasurer) $0 $0
Greg Kosich (Secretary) $0 $0
Jennifer Amador (Board Member) $0 $0
Sal Contreras (Board Member) $0 $0
Elsa Kennedy (Board Member) $0 $0
Bonnie Lee (Board Member) $0 $0
Vicki Mcdaniel (Board Member) $0 $0
Daniel Shea (Board Member) $0 $0
Denia Shields (Board Member) $0 $0
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990-EZ
Filed on May 12, 2016

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$23,271
Expenses
$22,156
Net Income
$1,115
Net Assets
$22,554
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,180
9.4%
Program Services $0
Investment Income $2
0.0%
Net Fundraising $7,591
32.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $173
0.7%
Assets/Debt
Total Assets $22,554
Total Liabilities $0
Net Assets $22,554
Compensation
Key Employees and Officers Compensation Other
Jay Marie Garcia (Board Member/Executive Sec) $9,242 $0
Jerry Laurita (President) $0 $0
Ron Menchini (Vice President) $0 $0
Greg Kosich (Secretary) $0 $0
David Kaufman (Treasurer) $0 $0
Mike Robertson (Immediate Past President) $0 $0
Jennifer Amador (Board Member) $0 $0
Sal Contreras (Board Member) $0 $0
Elsa Kennedy (Board Member) $0 $0
Vicki Mcdaniel (Board Member) $0 $0
Daniel Shea (Board Member) $0 $0
Denia Shields (Board Member) $0 $0
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990-EZ
Filed on Feb. 4, 2015

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,295
Expenses
$27,725
Net Income
$5,570
Net Assets
$21,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,700
8.1%
Program Services $0
Investment Income $0
Net Fundraising $16,202
48.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $293
0.9%
Assets/Debt
Total Assets $21,439
Total Liabilities $0
Net Assets $21,439

Document Links

990-EZ
Filed on April 9, 2014

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,056
Expenses
$21,976
Net Income
-$2,920
Net Assets
$4,217
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,462
23.4%
Program Services $0
Investment Income $0
Net Fundraising $7,382
38.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $4,217
Total Liabilities $0
Net Assets $4,217

Document Links

990-EZ

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

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,803
Expenses
$24,243
Net Income
-$3,440
Net Assets
$7,137
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,850
13.7%
Program Services $0
Investment Income $0
Net Fundraising $7,214
34.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $7,137
Total Liabilities $0
Net Assets $7,137

Document Links

990-EZ

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

PDF

Fiscal Year Ending Sept.
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 Sept.
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 Sept.
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 Sept.
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-EZ

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

PDF

Fiscal Year Ending Sept.
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-EZ

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

PDF

Fiscal Year Ending Sept.
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-EZ

Short form 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.

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