TALLAHASSEE, FL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)FLORIDA ASSOCIATION OF INSURANCE AGENTS INC, founded in 1904, is a community nonprofit that reported $9.7M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $8.5M left a modest 12% surplus.
TO SERVE THE NEEDS OF FLORIDA INSURANCE AGENTS AND CONSUMERS BY PROMOTING A HEALTHY AND COMPETITIVE INSURANCE ENVIRONMENT.
EDUCATION: THIS PROGRAM ACCOUNTS FOR 20% OF THE ASSOCIATION'S EXPENSES. THE PURPOSE OF THE PROGRAM IS TO PROVIDE EDUCATION AND TRAINING FOR INSURANCE AGENTS IN THE STATE OF FLORIDA. THE INSURANCE...
EDUCATION: THIS PROGRAM ACCOUNTS FOR 20% OF THE ASSOCIATION'S EXPENSES. THE PURPOSE OF THE PROGRAM IS TO PROVIDE EDUCATION AND TRAINING FOR INSURANCE AGENTS IN THE STATE OF FLORIDA. THE INSURANCE INDUSTRY IS VERY COMPLICATED AND IT IS BEING CHANGED CONSTANTLY BY STATE STATUTES AND REGULATORS. CONTINUING EDUCATION AND TRAINING IS REQUIRED TO KEEP AGENTS COMPETENT.
MEETINGS: THIS PROGRAM ACCOUNTS FOR 20% OF THE ASSOCIATION'S EXPENSES. THE PURPOSE OF THESE EXPENSES IS FOR VARIOUS MEETINGS OF THE ASSOCIATION. THE LARGEST MEETING IS FOR A CONVENTION TRADE SHOW AND...
MEETINGS: THIS PROGRAM ACCOUNTS FOR 20% OF THE ASSOCIATION'S EXPENSES. THE PURPOSE OF THESE EXPENSES IS FOR VARIOUS MEETINGS OF THE ASSOCIATION. THE LARGEST MEETING IS FOR A CONVENTION TRADE SHOW AND EDUCATION SYMPOSIUM. THE CONVENTION BRINGS INSURANCE AGENTS TOGETHER FOR EDUCATION AND TRAINING AND PROVIDES A TRADE SHOW THAT BRINGS IN VENDORS THAT ARE RELEVANT TO RUNNING A SUCCESSFUL INSURANCE AGENCY BUSINESS. OTHER MEETINGS ARE FOR THE PURPOSE OF PLANNING AND RUNNING THE AFFAIRS OF THE ASSOCIATION.
LEGISLATION AND REGULATION: THIS PROGRAM ACCOUNTS FOR 10% OF THE ASSOCIATION'S EXPENSES. THE PURPOSE OF THE PROGRAM IS TO PROVIDE LEGISLATIVE AND REGULATORY ADVOCACY FOR THE INDEPENDENT INSURANCE...
LEGISLATION AND REGULATION: THIS PROGRAM ACCOUNTS FOR 10% OF THE ASSOCIATION'S EXPENSES. THE PURPOSE OF THE PROGRAM IS TO PROVIDE LEGISLATIVE AND REGULATORY ADVOCACY FOR THE INDEPENDENT INSURANCE AGENTS IN THE STATE OF FLORIDA. THE INSURANCE INDUSTRY IS HIGHLY REGULATED BY GOVERNMENTAL AGENCIES AND THE ASSOCIATION PROVIDES A UNITED VOICE TO ADVOCATE ON BEHALF OF INDEPENDENT INSURANCE AGENTS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $9,699,042 | $8,138,451 | +0.2% |
| Expenses | $8,515,824 | $7,379,538 | +0.2% |
| Net Income | $1,183,218 | $758,913 | +0.6% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| TINA BLACKWELL-ROMAINE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| SCOTT POPILEK | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| PATRICIA CLAWSON HAMILTON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MATT OSTRANDER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MARY KATHARINE LAWLER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KEITH CARROLL | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KARYN ROELING | CHAIRMAN-ELECT | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| JEFF SCHLITT | NATIONAL DIRECTOR | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| JASON CLOAR | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| GARRETT BUTLER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CHRIS HEIDRICK | VICE CHAIRMAN | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| BRIAN CHAPMAN | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| BOB ROLLINS | CHAIRMAN | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| ALICIA ROSIER STEVENS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| PAUL PEEPLES | VP & COO | 45.00 |
Officer
|
$240,939 | $43,283 | $284,222 |
| LANCE HAMPTON | CFO | 45.00 |
Officer
|
$219,569 | $33,115 | $252,684 |
| KYLE ULRICH | PRESIDENT & CEO | 45.00 |
Officer
|
$575,986 | $177,909 | $753,895 |
| DAVID NEWELL | VP | 45.00 |
Officer
|
$248,440 | $43,714 | $292,154 |
| LAURA PEARCE | VP & GENERAL COUNSEL | 45.00 |
Key Emp
|
$272,140 | $43,139 | $315,279 |
| JEFF ODOM | EDUCATION INSTRUCTOR | 45.00 |
Highest
|
$112,261 | $25,169 | $137,430 |
| DANIEL FRANCIS | DIRECTOR OF IT | 45.00 |
Highest
|
$122,821 | $20,341 | $143,162 |
| CYNTHIA MOLNAR | MEETING PLANNER | 45.00 |
Highest
|
$123,903 | $31,835 | $155,738 |
| BENJAMIN MURPHY | DIRECTOR OF GOV AFFAIRS | 45.00 |
Highest
|
$185,635 | $23,536 | $209,171 |
| AGATA WLODARCZYK | DIRECTOR OF MARKETING | 45.00 |
Highest
|
$129,361 | $21,855 | $151,216 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $9,699,042 | $8,515,824 | $25,273,779 | $1,183,218 |
| 2023 | $8,138,451 | $7,379,538 | $21,056,163 | $758,913 |
| 2022 | $7,681,350 | $6,685,952 | $19,355,911 | $995,398 |
| 2021 | $7,878,406 | $6,653,269 | $18,623,782 | $1,225,137 |
| 2020 | $6,868,525 | $6,196,386 | $17,617,431 | $672,139 |
| 2019 | $7,956,885 | $7,218,600 | $16,496,451 | $738,285 |
| 2018 | $7,606,329 | $7,100,909 | $15,925,357 | $505,420 |
Compare FLORIDA ASSOCIATION OF INSURANCE AGENTS INC with other nonprofits in Florida and across the country.