COMMON MAPS
Map version new-york activity top-down
Main site Contact
Menu
↑ parent activity group ·
research dossier

INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC
PENFIELD, NY · EIN 166026807 · Form 990 · FY2024 · Small ($100K-$1M)
revenue
$104K
expenses
$109K
net assets
$65K
employees
0
program ratio
72%
mission · from form 990

TO PROMOTE MONROE COUNTY INSURANCE AGENTS AND TO PUBLISH AN INDUSTRY DIRECTORY.

profile · synthesized from sources

Professional association promoting independent insurance agents in Monroe County, New York. Organizes educational events including an annual trade show and golf tournament to support industry networking and professional development. Publishes a local industry directory as part of its mission.

irs program accomplishments · form 990 part iii · fy2024

What they reported doing

  1. #1 primary $37K
    I-DAY TRADE SHOW IS AN ANNUAL EVENT BRINGING EXPERT INDUSTRY SPEAKERS AND INSURANCE PROFESSIONALS TOGETHER FOR EDUCATIONAL PURPOSES.
  2. #2 $25K
    THE ANNUAL GOLF TOURNAMENT SERVES AS A FORUM FOR NETWORKING AND EDUCATIONAL PURPOSES.
named programs · 2 · from sources

What they call their work

Annual Golf Tournament
Networking and educational forum for insurance professionals, combining recreation with professional engagement.
I-Day Trade Show
Annual educational event featuring industry speakers and professionals to support learning and development among independent insurance agents.
activities · 1 group

What they do

  • Insurance & Risk Management Professional Development 2 activities
    • Hosts annual golf tournament for professional networking and education
      Organizes an annual golf tournament that serves as a forum for insurance professionals to engage in networking and educational activities.
    • Organizes annual educational trade show for insurance professionals
      Hosts an annual trade show featuring industry speakers and professionals to promote education and networking within the insurance sector.
financials · form 990 · fy2024
revenue
Total revenue$104K
Contributions & grants$12K12%
Program service revenue$92K88%
Investment income$00%
Other revenue$0
expenses
Total expenses$109K
Program expenses72%
Admin / overhead28%
Fundraising0%
Salaries & benefits$28K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$74K
Cash$72K
Investments$0
Liabilities$10K
Net assets$65K
Liquid reserves8.0 mo
5 years on record · 2020–2024 · YoY revenue +2.4%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 1
NameTitleHours/wkCompensation
DIANA SMITH EXECUTIVE DIRECTOR 20 $28K
board members · 9
  • CHAD POWLEY — DIRECTOR
  • GARRETT DAVENPORT — VICE PRESIDENT
  • GREG MONRAD — DIRECTOR
  • JAKE SANABRIA — PRESIDENT
  • JAMES WRIGHT — DIRECTOR
  • JEFFREY MILLER — DIRECTOR AT LARGE
  • LEIGH O'CONNELL — TREASURER
  • MIKE SHAY — DIRECTOR
  • SARAH SANABRIA — DIRECTOR AT LARGE
strategies · 1

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Industry Promotion and Collective Visibility
    methodology: industry-promotion
    By promoting the insurance industry locally and publishing a directory, the organization increases visibility and client access for member agents, thereby strengthening their collective market position and business sustainability.