PERSONAL INSURANCE FEDERATION OF C… - Form 990 Financial Data

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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

1989

Legal Domicile

Principal Officer

REX FRAZIER

Phone

9164426646

Tax Period

2023-01-01 to 2023-12-31

PERSONAL INSURANCE FEDERATION OF CALIFORNIA, founded in 1989, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023.

Mission

TO PROTECT THE INTERESTS OF BUYERS AND SELLERS OF PERSONAL INSURANCE THROUGH REGULATORY AND LEGISLATIVE ADVOCACY

Program Service Accomplishments

Program 1

THE ORGANIZATION MAINTAINED AN ACTIVE REGULATORY AND LEGISLATIVE REPRESENTATION PROGRAM FOR ITEMS PERTAINING TO THE PERSONAL INSURANCE INDUSTRY.

Program 2

THE ORGANIZATION CONDUCTED AN ANNUAL ROUNDTABLE AND SEMINARS ON TOPICS OF INTEREST TO ITS MEMBERSHIP.

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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 $2,209,752

Investment Income $1,649

Other Revenue $0

TOTAL REVENUE $2,211,401

Expense Breakdown

Grants Paid $3,500

Salaries & Benefits $1,613,353

Fundraising Expenses $0

Other Expenses $708,462

TOTAL EXPENSES $2,325,315

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,211,401	$2,070,734	+0.1%
Expenses	$2,325,315	$2,149,716	+0.1%
Net Income	$-113,914	$-78,982	+0.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REX FRAZIER	PRESIDENT	40.00	Officer	$0	$0	$0
THEO BELL	CHAIR	5.00	Officer Director	$0	$0	$0
DAVID GROW	VICE CHAIR	5.00	Officer Director	$0	$0	$0
ANNE SAXON	TREASURER	5.00	Officer Director	$0	$0	$0
JEFF SAULS	SECRETARY	5.00	Officer Director	$0	$0	$0
WILLIAM LYNCH	MEMBER AT LA	5.00	Director	$0	$0	$0
GERALD ZIMMERMAN	MEMBER AT LA	5.00	Director	$0	$0	$0
CHARLES TONEY	MEMBER AT LA	5.00	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	No data	No data	No data	No data
2023	No data	No data	No data	No data
2023	$2,211,401	$2,325,315	$1,858,567	$-113,914
2022	$2,070,734	$2,149,716	$1,984,292	$-78,982
2022	$2,070,734	$2,149,716	$1,984,292	$-78,982
2021	$2,029,864	$2,081,197	$3,765,397	$-51,333
2020	$2,604,475	$2,062,014	$2,183,266	$542,461
2020	$1,751,855	$947,605	$3,634,803	$804,250
2019	$2,579,454	$2,668,132	$1,804,868	$-88,678

PERSONAL INSURANCE FEDERATION OF CALIFORNIA