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INDEPENDENT INSURANCE AGENTS AND

PHOENIX, AZ · EIN 860002031 · Form 990 · FY2021 · Small ($100K-$1M) · www.iiabaz.com
revenue
$746K
expenses
$536K
net assets
$3.4M
employees
6
program ratio
81%
mission · from form 990

TO PROMOTE CIVIC, ALTRUISTIC AND SOCIAL WELFARE AMONG ITS MEMBERS, AS WELL AS TO INDOCTRINATE AND FOSTER SOUND, LEGITIMATE BUSINESS PRACTICES.

profile · synthesized from sources

The Independent Insurance Agents and Brokers of Arizona (IIABAZ) is a nonprofit organization dedicated to supporting independent insurance agents and brokers throughout Arizona. It provides access to profitable markets, advocacy, education programs, and industry information to enhance the success of its members. IIABAZ also engages in legislative advocacy to protect the interests of its members at both state and federal levels.

named programs · 3 · from sources

what they call their work

Advocacy and Representation
Provides legislative advocacy at state and federal levels to protect the interests of independent insurance agents.
Continuing Education
Offers year-round continuing education opportunities, including webinars and live classes for professional development.
Networking Events
Hosts events such as conventions and local meetings to facilitate networking and idea exchange among members.
activities · 7 groups

what they do

  • Educator and Professional Recognition Awards 4 activities
    • Industry Recognition and Awards
      Recognizes outstanding insurance professionals annually through various awards presented at its Convention, including the Paul H. Jones Career Achievement Award, Lanny Hair Insurance Leadership Award, Charles W. Traubel Memorial Award (Agent of the Year), Committee Chair of the Year, and Steve Welker Associate of the Year Award. It also inducts professionals into the Insurance Hall of Fame and selects a representative for the National Outstanding CSR of the Year competition.
    • Industry Recognition and Awards
      Recognizes outstanding insurance professionals annually through various awards presented at its convention, including the Paul H. Jones Career Achievement Award, Lanny Hair Insurance Leadership Award, Charles W. Traubel Memorial Award (Agent of the Year), Committee Chair of the Year, and Steve Welker Associate of the Year Award. It also inducts professionals into the Insurance Hall of Fame and selects a representative for the National Outstanding CSR of the Year competition.
    • Professional Recognition and Awards
      Recognizes outstanding insurance professionals annually through an awards program at its Convention, including inducting individuals into the Insurance Hall of Fame and presenting awards for career achievement, leadership, and contributions to the association and industry.
    • Professional Recognition and Awards
      Recognizes outstanding insurance professionals annually through an awards program at its Convention, including inducting individuals into the Insurance Hall of Fame and presenting awards for career achievement, leadership, and contributions to the association.
  • Industry-Specific Legislative Advocacy 3 activities
    • Advocacy and Lobbying
      Conducts aggressive lobbying and advocacy efforts at state and federal levels, including before legislative bodies, courts, and regulatory authorities, to protect the interests of independent insurance agents and brokers. This includes organizing legislative conferences and meeting with members of Congress.
    • Advocacy and Lobbying
      Conducts aggressive lobbying and advocacy efforts before state and federal legislative bodies, courts, and regulatory authorities to protect the interests of independent insurance agents and brokers. This includes organizing legislative conferences and meeting with members of Congress.
    • Advocacy and Lobbying
      Conducts aggressive lobbying and advocacy efforts before state and federal legislative bodies, courts, and regulatory authorities to protect the interests of independent insurance agents and brokers. This includes organizing legislative conferences in Washington D.C. and meeting with members of Congress.
  • Professional Association Conferences & Events 3 activities
    • Networking and Community Building
      Organizes networking events such as conventions, local meetings, board meetings, and leadership development events for members to exchange ideas and foster community within the insurance industry.
    • Networking and Events
      Organizes networking events, including an annual Convention in Phoenix, Arizona, local meetings, board meetings, and leadership development events, to facilitate idea exchange among members and offer discounted exhibit opportunities.
    • Networking and Events
      Organizes networking events, including an annual convention in Phoenix, local meetings, board meetings, and leadership development events, to facilitate idea exchange among members and offer discounted exhibit opportunities.
  • Group Insurance and Benefits Access 2 activities
    • Insurance Market Access
      Provides members with access to sell members-only insurance markets for various coverages, including auto, home, umbrellas, cyber, small commercial, and flood.
    • Member-Exclusive Insurance Markets
      Provides members with access to sell members-only insurance markets for various coverages, including auto, home, umbrellas, cyber, small commercial, and flood.
  • Member Networking & Communication Services 1 activity
    • Associate Member Engagement
      Facilitates connections between its over 100 Associate Members and its 300 agencies.
  • Legislative Monitoring & Advocacy Coordination 1 activity
    • Industry Information Dissemination
      Informs members about legislative developments and industry information through various channels such as Political Action Committees, Legislative Bulletins, Regulatory Bulletins, e-newsletters, and a Legal Hotline.
  • Uncategorized 8 activities
    • Agency Startup Support
      Provides a 9-step guide and resources to help individuals start an independent insurance agency, promoting insurance as a flexible and financially rewarding career path.
    • Information Dissemination and Resources
      Informs members about legislative developments, industry information, and news and trends through various channels such as Political Action Committees, Legislative Bulletins, Regulatory Bulletins, e-newsletters, and a Legal Hotline. It also provides resources for starting an independent insurance agency.
    • Marketing and Branding Support
      Offers professional branding and marketing support through Trusted Choice, including customizable materials, a marketing reimbursement program, and online directory listings on TrustedChoice.com.
    • Marketing and Branding Support
      Offers professional branding and marketing support through Trusted Choice, including customizable materials, a marketing reimbursement program, and online directory listings.
    • Member Services and Resources
      Offers members access to exclusive insurance markets, industry news and trends, professional branding and marketing support through Trusted Choice, and discounted exhibit opportunities at its annual convention. It also provides resources for starting an independent insurance agency.
    • Professional Development and Education
      Provides members with access to discounted and free educational seminars, webinars, and online courses covering insurance fundamentals, job-specific training, and professional skills. This includes pathways for college certificates, degrees, licensing exam preparation, continuing education, and professional designations.
    • Professional Development and Education
      Provides a wide range of educational opportunities for members, including discounted and free seminars, webinars, online courses, and continuing education programs. These offerings cover insurance fundamentals, job-specific training, professional skills, and preparation for licensing exams and professional designations.
    • Professional Development and Education
      Provides members with access to discounted and free educational seminars, webinars, and online courses covering insurance fundamentals, job-specific training, and professional skills. This includes pathways for college certificates, degrees, licensing exam preparation, continuing education, and professional designations (CRIS, CISR, CIC).
financials · form 990 · fy2021
revenue
Total revenue$746K
Contributions & grants$431K58%
Program service revenue$226K30%
Investment income$4650%
Other revenue$88K
expenses
Total expenses$536K
Program expenses81%
Admin / overhead19%
Fundraising0%
Salaries & benefits$146K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$3.39M
Cash$120K
Investments$0
Liabilities$33K
Net assets$3.36M
Liquid reserves2.7 mo
3 years on record · 2019–2021 · YoY revenue -2.4%
leadership · form 990 part vii · fy2021

who runs it

paid leadership · 1
NameTitleHours/wkCompensation
TERRI S EDWARDS EXECUTIVE VP 20 $115K
board members · 15
  • BART LONG — DIRECTOR
  • CLEBE C BEST — IMMEDIATE PA
  • DAVID CUMMARD — PRESIDENT
  • DAWNYEL SMINK — DIRECTOR
  • JEANNETTE C GRISWOLD — DIRECTOR
  • JEFFREY CYR — DIRECTOR
  • KELLEY KIMBLE — DIRECTOR
  • KIMBERLY ADAMS — DIRECTOR
  • MARTIN L UHLHORN — SECRETARY/TR
  • MATTHEW I SNOWDEN — PRESIDENT-EL
  • MITCH CHILDERS — STATE NAT'L
  • STEPHANIE BATES — DIRECTOR
  • TERESA K QUALE — DIRECTOR
  • TYLER WOODRUFF — DIRECTOR
  • WHITNEY HOELZEN — VICE PRESIDE
relationships · 19

who they work with

  • IIABAZ Network — Associate Member of IIABAZ, Arizona’s oldest and largest insurance trade association.
  • IIABAZ Network — Independent Insurance Agents and Brokers of Arizona is the parent organization operating the Associate Members & Partners program.
  • IIABAZ Network — Primary name used for the organization representing independent insurance agents in Arizona.
  • Imperial PFS Partner — Employer of Deborah Swindall, recipient of the 2025 Steve Welker Associate of the Year Award.
  • Independent Insurance Agents & Brokers of America Network — Membership in IIABAZ includes membership in the national organization, providing access to resources like a monthly magazine and a members-only website.
  • Independent Insurance Agents & Brokers of America Partner — InsurPac is the non-partisan Political Action Committee of the Independent Insurance Agents & Brokers of America.
  • Independent Insurance Agents and Brokers of America (IIABA) Network — Membership automatically enrolls members in the Big I, which provides support on a national scale.
  • My Agency Campus Partner — Collaborates to deliver online insurance training programs for new hires and professional development.
  • Nuvei Partner — Uses Nuvei (via Sage Payment Solutions) to securely process payments.
  • Paya Partner — Uses Paya (via Sage Payment Solutions) to securely process payments.
  • Reliable Risk Management LLC Partner — Employer of Angela Gentry, the 2025 Arizona Recipient of the Outstanding CSR of the Year award.
  • Sage Payment Solutions Partner — Uses Sage Payment Solutions (Nuvei/Paya) to securely process payments.
  • Secura Partner — Employer of Shannon Austin, recipient of the 2025 Committee Chair of the Year award.
  • The Arizona Group Partner — Employer of Joseph Cook, recipient of the 2025 Committee Chair of the Year award.
  • The National Alliance Partner — Presents the National Outstanding CSR of the Year award, for which IIABAZ selects a state representative.
  • Trusted Choice Partner — Displayed as a partnered organization through a logo link on the IIABAZ website
  • Trusted Choice Partner — Provides professional branding, marketing, and an online directory listing for members.
  • Willis Towers Watson Partner — Employer of Deanna Chew, recipient of the 2025 Lanny Hair Insurance Leadership Award.
  • Woodruff-Leavitt Insurance Agency, Inc. Partner — Employer of Tim Woodruff, recipient of the 2025 Paul H. Jones Career Achievement Award.