INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC (EIN 166026807) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1947

Legal Domicile

Principal Officer

JAKE SANABRIA

Phone

5852606663

Tax Period

2023-07-01 to 2024-06-30

INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC, founded in 1947, is a small nonprofit that reported $101K in total revenue in fiscal year 2023. Expenses of $93K left a modest 8% surplus.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,124

Program Service Revenue $92,066

Investment Income $0

Other Revenue $0

TOTAL REVENUE $101,190

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,600

Fundraising Expenses $0

Program Expenses $68,237

Other Expenses $72,447

TOTAL EXPENSES $93,047

Year-over-Year Comparison

	2023	2022	Change
Revenue	$101,190	$94,313	+0.1%
Expenses	$93,047	$87,365	+0.1%
Net Income	$8,143	$6,948	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$20,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEIGH O'CONNELL	TREASURER	0.00	Officer Director	$0	$0	$0
SARAH SANABRIA	DIRECTOR AT LARGE	0.00	Director	$0	$0	$0
BILL BIANCHI	DIRECTOR	0.00	Director	$0	$0	$0
JAMES WRIGHT	DIRECTOR	0.00	Director	$0	$0	$0
JAMIE JOHNSTONE	DIRECTOR AT LARGE	0.00	Director	$0	$0	$0
EMILY ROBBINS	DIRECTOR AT LARGE	0.00	Director	$0	$0	$0
MICHAEL FRIDMAN	DIRECTOR	0.00	Director	$0	$0	$0
MATTHEW GONYEA	DIRECTOR	0.00	Director	$0	$0	$0
MIKE SHAY	DIRECTOR	0.00	Director	$0	$0	$0
JAKE SANABRIA	PRESIDENT	0.00	Officer Director	$0	$0	$0
GREG MONRAD	DIRECTOR	0.00	Director	$0	$0	$0
MATT HARDING	DIRECTOR	0.00	Officer Director	$0	$0	$0
DIANA BARLOW	EXECUTIVE DIRECTOR	20.00	Officer	$20,600	$0	$20,600

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$101,190	$93,047	$72,679	$8,143
2023	$94,313	$87,365	$74,198	$6,948
2022	$89,997	$93,760	$66,158	$-3,763
2021	$41,492	$29,615	$59,801	$11,877
2020	$70,789	$75,215	$49,979	$-4,426
2019	$98,937	$100,514	$61,480	$-1,577

INDEPENDENT INSURANCE AGENTS OF MONROE COUNTY INC