American Agents Alliance Education Foundation

EIN: 820606839 501(c)(3) Community Improvement

Sacramento, CA

Total Revenue
N/A
Total Expenses
$1,000
Total Assets
$41,929
Net Assets
$41,929
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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
2017
Legal Domicile
CA
Principal Officer
Mike D'Arelli
Phone
9162838473
Tax Period
2022-01-01 to 2022-12-31

Mission

The American Agents Alliance Education Foundation (hereinafter the Foundation) is a national insurance industry educational association for independent insurance agents, dedicated to serving the continuing professional educational needs of independent insurance agents and brokers throughout the United States. The Foundation will provide insurance agents and brokers with a wealth of continuing professional educational resources and training programs ranging from the preparation of training and professional update books and on-line resources to training courses and seminars on a variety of topics and issues of interest to insurance agents and brokers. Topics will relate to personal insurance, commercial insurance, life and health insurance, insurance agency management, insurance agency operations, elements of risk management, and insurance-specific sales training. As the insurance industry changes, the Foundation will continue to develop high quality educational materials and programs to

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $850
Other Expenses $1,000
TOTAL EXPENSES $1,000

Year-over-Year Comparison

2022 2021 Change
Revenue N/A N/A N/A
Expenses $1,000 N/A N/A
Net Income N/A N/A N/A
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

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Governance

Voting Members
9
Independent Members
N/A
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
0
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Charlie Garrison CFO 0.00
Director
$0 $0 $0
Daniel Groff President 0.00
Director
$0 $0 $0
Joel Wright Vice President 0.00
Director
$0 $0 $0
Debra Jackson Secretary 0.00
Director
$0 $0 $0
Ken May Director 0.00
Director
$0 $0 $0
Alexander Eddy Director 0.00
Director
$0 $0 $0
Matt Fuller Director 0.00
Director
$0 $0 $0
Mary Wassink Director 0.00
Director
$0 $0 $0
Mike Randles Director 0.00
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
2022 No data $1,000 $41,929 No data
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