Independent Insurance Agents of GA Inc (EIN 580254843) - 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

1907

Legal Domicile

Principal Officer

John Barbour

Phone

7704580093

Tax Period

2023-09-01 to 2024-08-31

Independent Insurance Agents of GA Inc, founded in 1907, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $359K, a strong 16% operating margin.

Mission

TO PROMOTE THE COMMON BUSINESS INTEREST OF INDEPENDENT INSURANCE AGENTS WITHIN THE INDUSTRY AND BEFORE SIGNIFICANT GOVERNMENT AGENCIES AND THE PUBLIC.

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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 $0

Program Service Revenue $1,641,650

Investment Income $233,480

Other Revenue $374,544

TOTAL REVENUE $2,249,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $813,884

Fundraising Expenses $0

Other Expenses $1,076,898

TOTAL EXPENSES $1,890,782

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,249,674	$1,870,983	+0.2%
Expenses	$1,890,782	$1,674,123	+0.1%
Net Income	$358,892	$196,860	+0.8%

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

Volunteers

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

$215,904

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BARBOUR	CEO	40.0	Officer	$192,401	$23,503	$215,904
ANDY SIEGEL	NATIONAL DIRECTOR	1.0	Officer Director	$0	$0	$0
MIKE IVERSON	IMMEDIATE PAST PRESIDENT	1.0	Officer Director	$0	$0	$0
WENDI HAMBY WASHOWICH	PRESIDENT	1.0	Officer Director	$0	$0	$0
JIMBO FLOYD	President-Elect	1.0	Officer Director	$0	$0	$0
JARRETT BRIDGES	Vice-President	1.0	Officer Director	$0	$0	$0
TONY JONES	DIRECTOR	1.0	Director	$0	$0	$0
KEVIN PANTER	DIRECTOR	1.0	Director	$0	$0	$0
KARL THOMASON	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL MELLARS	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL DOUGLAS	DIRECTOR	1.0	Director	$0	$0	$0
CAREY STEPHENS	DIRECTOR	1.0	Director	$0	$0	$0
DAVID MONK	DIRECTOR	1.0	Director	$0	$0	$0
ALLISON YATES CLARK	DIRECTOR	1.0	Director	$0	$0	$0
PK MARTIN	DIRECTOR	1.0	Director	$0	$0	$0
MEREDITH HUGHES	DIRECTOR	1.0	Director	$0	$0	$0
JACKSON SHERILL	DIRECTOR	1.0	Director	$0	$0	$0
MATT DORSEY	DIRECTOR	1.0	Director	$0	$0	$0
CHRIS ZORN	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL CAFFREY	DIRECTOR	1.0	Director	$0	$0	$0
ROBBIE MOORE	Secretary-Treasurer	1.0	Officer Director	$0	$0	$0
CHARLES McCOLLUM	DIRECTOR	1.0	Director	$0	$0	$0
STEVEN HALL	Young Agents Chairman	1.0	Director	$0	$0	$0

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
2024	$2,249,674	$1,890,782	$2,978,318	$358,892
2023	$1,870,983	$1,674,123	$2,495,622	$196,860
2022	$1,651,550	$1,517,207	$2,363,997	$134,343
2021	$1,572,333	$1,226,774	$2,265,343	$345,559
2020	$1,501,602	$1,289,879	$1,840,181	$211,723
2019	$1,579,724	$1,291,484	$1,648,273	$288,240
2018	$1,487,396	$1,372,059	$1,366,102	$115,337

Independent Insurance Agents of GA Inc