Civic Intelligence

Independent Insurance Agents Of

EIN 16-6026807 • 501(c)6 • Penfield, NY

Profile

To promote monroe county insurance agents and to publish an industry directory.

54 Woodline DrivePenfield, NY 14526

www.iiamc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.13x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

0.09x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

38th percentile

-5.2%

Higher net margin than 38% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$27,625

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 26.7% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

58th percentile

2.5%

Faster asset growth than 58% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

55th percentile

2.4%

Faster revenue growth than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$74,464

Up $1,785 (+2.5%) from 2024

Liabilities

Up

$9,600

Up $7,200 (+300%) from 2024

Net Assets

Down

$64,864

Down $5,415 (-7.7%) from 2024

Operations
Liabilities / Revenue77th percentileNet Margin38th percentile

Revenue

Up

$103,649

Up $2,459 (+2.4%) from 2024

Expenses

Up

$109,064

Up $16,017 (+17%) from 2024

Net Income

Down

-$5,415

Down $13,558 (-166%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $75,869Liabilities 2011: $28,435Net Assets 2011: $47,4342011Assets 2012: $63,715Liabilities 2012: $18,370Net Assets 2012: $45,3452012Assets 2013: $67,874Liabilities 2013: $16,380Net Assets 2013: $51,4942013Assets 2014: $54,943Liabilities 2014: $320Net Assets 2014: $54,6232014Assets 2015: $65,431Liabilities 2015: $16,975Net Assets 2015: $48,4562015Assets 2016: $53,372Liabilities 2016: $3,725Net Assets 2016: $49,6472016Assets 2017: $66,906Liabilities 2017: $8,325Net Assets 2017: $58,5812017Assets 2018: $83,144Liabilities 2018: $30,067Net Assets 2018: $53,0772018Assets 2019: $61,480Liabilities 2019: $9,980Net Assets 2019: $51,5002019Assets 2020: $49,979Liabilities 2020: $2,905Net Assets 2020: $47,0742020Assets 2021: $59,801Liabilities 2021: $850Net Assets 2021: $58,9512021Assets 2022: $66,158Liabilities 2022: $10,970Net Assets 2022: $55,1882022Assets 2023: $74,198Liabilities 2023: $12,062Net Assets 2023: $62,1362023Assets 2024: $72,679Liabilities 2024: $2,400Net Assets 2024: $70,2792024Assets 2025: $74,464Liabilities 2025: $9,600Net Assets 2025: $64,8642025

Highlighted filing

2025

Assets$74,464
Liabilities$9,600
Net Assets$64,864
Open 2025 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $96,9832011Expenses 2012: $100,7552012Expenses 2013: $87,6022013Revenue 2014: $92,809Expenses 2014: $89,680Net Income 2014: $3,1292014Revenue 2015: $98,983Expenses 2015: $105,150Net Income 2015: -$6,1672015Revenue 2016: $106,391Expenses 2016: $105,200Net Income 2016: $1,1912016Revenue 2017: $111,870Expenses 2017: $102,936Net Income 2017: $8,9342017Revenue 2018: $91,710Expenses 2018: $97,214Net Income 2018: -$5,5042018Revenue 2019: $98,937Expenses 2019: $100,514Net Income 2019: -$1,5772019Revenue 2020: $70,789Expenses 2020: $75,215Net Income 2020: -$4,4262020Revenue 2021: $41,492Expenses 2021: $29,615Net Income 2021: $11,8772021Revenue 2022: $89,997Expenses 2022: $93,760Net Income 2022: -$3,7632022Revenue 2023: $94,313Expenses 2023: $87,365Net Income 2023: $6,9482023Revenue 2024: $101,190Expenses 2024: $93,047Net Income 2024: $8,1432024Revenue 2025: $103,649Expenses 2025: $109,064Net Income 2025: -$5,4152025

Highlighted filing

2025

Revenue$103,649
Expenses$109,064
Net Income-$5,415
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$74,464
Liabilities
$9,600
Net assets
$64,864
Revenue
$103,649
Expenses
$109,064
Net income
-$5,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.10$0.65$1.04$1.09$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.02$0.70$1.01$0.93$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.12$0.62$0.94$0.87$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.11$0.55$0.90$0.94$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.01$0.59$0.41$0.30$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.03$0.47$0.71$0.75$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.10$0.52$0.99$1.01$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.30$0.53$0.92$0.97$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.08$0.59$1.12$1.03$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.04$0.50$1.06$1.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.17$0.48$0.99$1.05$0.06
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.93$0.90$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.16$0.51$0.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.18$0.45$1.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.28$0.47$0.97
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 1, 2022
Return Version
2021v4.2
Gross Receipts
$89,997
Mission and Program Overview

Mission

To promote monroe county insurance agents and to publish an industry directory.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$23,782$42,039▲ $18,257
Cash and Non-Interest-Bearing Accounts$34,628$22,384▼ $12,244
Prepaid Expenses and Deferred Charges$1,391$1,735▲ $344
Total Assets$59,801$66,158▲ $6,357
Liabilities
Deferred Revenue$850$10,970▲ $10,120
Total Liabilities$850$10,970▲ $10,120
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$58,951$55,188▼ $3,763
Total Net Assets Fund Balance$58,951$55,188▼ $3,763
Total Liabilities and Net Assets / Fund Balance$59,801$66,158▲ $6,357
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Diana BarlowExecutive DirectorPT$23,200$23,200

Board Members and Trustees

NameTitle
Jake SanabriaPresident
Andre ValenteDirector
Cheryl DarlingDirector
James WrightDirector
Mike ShayDirector
Emily RobbinsDirector at Large
Jamie JohnstoneDirector at Large
Matthew GonyeaDirector at Large
Sarah SanabriaDirector at Large
LEIGH O'CONNELLTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,682
Program Service Revenue
$81,315
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-3,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$70,560
Salaries, Compensation, and Employee Benefits$23,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$57,613--$57,613
Current Officers, Directors, Trustees, and Key Employees-$23,200-$23,200
Other Expenses$3,757--$3,757
Office Expenses-$1,792-$1,792
Insurance-$1,254-$1,254
Fees for Services Accounting-$740-$740
All Other Expenses$271--$271
Total Functional Expenses$66,774$26,986$0$93,760
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is held by the executive director and is available for review at anytime by the board members.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents of Monroe C
EIN
16-6026807
Phone
5852606663
Address
54 WOODLINE DRIVE, PENFIELD, NY 14526

Signing Officer

Name
Jake Sanabria
Title
President
Phone
5852606663
Signed
2022-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jake Sanabria
Formed
1947
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Mengel Metzger Barr & Co Llp
Address
195 PARRISH STREET SUITE 240, CANANDAIGUA, NY 14424
Preparer
Kristina Stamatis
Phone
5854231860
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from the prior year”

Raw XML Appendix340 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE MONROE COUNTY INSURANCE AGENTS AND TO PUBLISH AN INDUSTRY DIRECTORY.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0271
IRS990/AllOtherExpensesGrp/TotalAmt0271
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DIANA BARLOW
IRS990/BooksInCareOfDetail/PhoneNum05852606663
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt054 WOODLINE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PENFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014526
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt034628
IRS990/CashNonInterestBearingGrp/EOYAmt022384
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt023200
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt023200
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt057613
IRS990/ConferencesMeetingsGrp/TotalAmt057613
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt08682
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt070560
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt081315
IRS990/CYRevenuesLessExpensesAmt0-3763
IRS990/CYSalariesCompEmpBnftPaidAmt023200
IRS990/CYTotalExpensesAmt093760
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt089997
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0850
IRS990/DeferredRevenueGrp/EOYAmt010970
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE NEWSLETTER AND DIRECTORY TO ALL MEMBERS. PUBLICATIONS AND MEETINGS UPDATE MEMBERS ON ACTIVITES AND OTHER MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt08890
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0740
IRS990/FeesForServicesAccountingGrp/TotalAmt0740
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1020.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0LEIGH O'CONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm1SARAH SANABRIA
IRS990/Form990PartVIISectionAGrp/PersonNm2CHERYL DARLING
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMIE JOHNSTONE
IRS990/Form990PartVIISectionAGrp/PersonNm5EMILY ROBBINS
IRS990/Form990PartVIISectionAGrp/PersonNm6ANDRE VALENTE
IRS990/Form990PartVIISectionAGrp/PersonNm7MATTHEW GONYEA
IRS990/Form990PartVIISectionAGrp/PersonNm8MIKE SHAY
IRS990/Form990PartVIISectionAGrp/PersonNm9JAKE SANABRIA
IRS990/Form990PartVIISectionAGrp/PersonNm10DIANA BARLOW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1023200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt089997
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01254
IRS990/InsuranceGrp/TotalAmt01254
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt08682
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE MONROE COUNTY INSURANCE AGENTS AND TO PUBLISH AN INDUSTRY DIRECTORY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt058951
IRS990/NetAssetsOrFundBalancesEOYAmt055188
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt058951
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt055188
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01792
IRS990/OfficeExpensesGrp/TotalAmt01792
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc1OTHER EVENTS
IRS990/OtherExpensesGrp/ProgramServicesAmt05133
IRS990/OtherExpensesGrp/ProgramServicesAmt13757
IRS990/OtherExpensesGrp/TotalAmt05133
IRS990/OtherExpensesGrp/TotalAmt13757
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01391
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01735
IRS990/PrincipalOfficerNm0JAKE SANABRIA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524298
IRS990/ProgramServiceRevenueGrp/BusinessCd1524298
IRS990/ProgramServiceRevenueGrp/BusinessCd2524298
IRS990/ProgramServiceRevenueGrp/Desc0I-DAY TRADE SHOW
IRS990/ProgramServiceRevenueGrp/Desc1GOLF TOURNAMENT
IRS990/ProgramServiceRevenueGrp/Desc2OTHER EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt042727
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130118
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28470
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt042727
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130118
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28470
IRS990/ProgSrvcAccomActy2Grp/Desc0I-DAY TRADE SHOW IS AN ANNUAL EVENT BRINGING EXPERT INDUSTRY SPEAKERS AND INSURANCE PROFESSIONALS TOGETHER FOR EDUCATIONAL PURPOSES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt024822
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt042727
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ANNUAL GOLF TOURNAMENT SERVES AS A FORUM FOR NETWORKING AND EDUCATIONAL PURPOSES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt033062
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt030118
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09188
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt018665
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt032304
IRS990/PYRevenuesLessExpensesAmt011877
IRS990/PYSalariesCompEmpBnftPaidAmt010950
IRS990/PYTotalExpensesAmt029615
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt041492
IRS990/ReconcilationRevenueExpnssAmt0-3763
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08682
IRS990/SavingsAndTempCashInvstGrp/BOYAmt023782
IRS990/SavingsAndTempCashInvstGrp/EOYAmt042039
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS HELD BY THE EXECUTIVE DIRECTOR AND IS AVAILABLE FOR REVIEW AT ANYTIME BY THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt059801
IRS990/TotalAssetsEOYAmt066158
IRS990/TotalAssetsGrp/BOYAmt059801
IRS990/TotalAssetsGrp/EOYAmt066158
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt08682
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026986
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066774
IRS990/TotalFunctionalExpensesGrp/TotalAmt093760
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0850
IRS990/TotalLiabilitiesEOYAmt010970
IRS990/TotalLiabilitiesGrp/BOYAmt0850
IRS990/TotalLiabilitiesGrp/EOYAmt010970
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt058951
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt055188
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt066774
IRS990/TotalProgramServiceRevenueAmt081315
IRS990/TotalReportableCompFromOrgAmt023200
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt081315
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt089997
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt059801
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt066158
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt045 EAST AVENUE
IRS990/USAddress/CityNm0ROCHESTER
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014604
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.IIAMC.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAKE SANABRIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05852606663
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT INSURANCE AGENTS OF MONROE C
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MONROE COUNTY INC
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0166026807
ReturnHeader/Filer/PhoneNum05852606663
ReturnHeader/Filer/USAddress/AddressLine1Txt054 WOODLINE DRIVE
ReturnHeader/Filer/USAddress/CityNm0PENFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014526
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161092347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENGEL METZGER BARR & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0195 PARRISH STREET SUITE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANANDAIGUA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014424
ReturnHeader/PreparerPersonGrp/PhoneNum05854231860
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA STAMATIS
ReturnHeader/ReturnTs02022-08-16T09:30:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SANABRIA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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