Sacramento, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)Independent Insurance Agents & Brokers of Sacramento, founded in 1971, is a small nonprofit that reported $227K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year.
To enable independent insurance agents to promote the insurance industry.
BIG I Day is an annual industry convention attended by approximately 600 individuals from the insurance industry.
Membership meetings are attended by approximately 1,500 attendees annually. Guest speakers from the insurance industry provide industry specific presentations at the meetings.
Membership dues for participation in the organization, which consists of 42 independent insurance agencies and 76 associate members.
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)| 2025 | 2024 | Change | |
|---|---|---|---|
| Revenue | $227,219 | $269,748 | -0.2% |
| Expenses | $235,667 | $191,155 | +0.2% |
| Net Income | $-8,448 | $78,593 | -1.1% |
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 |
|---|---|---|---|---|---|---|
| Jeremy Parker | President | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Heath Sheppard | past president | 1.00 |
Director
|
$0 | $0 | $0 |
| Shirley Rosenberg | Executive Dir. | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Dean Fletcher | president elect | 1.00 |
Director
|
$0 | $0 | $0 |
| James Drake | Secretary/treas | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Rachael Rose | Director | 0.00 |
Director
|
$0 | $0 | $0 |
| Tony Bozzuto | Director | 0.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $227,219 | $235,667 | $186,875 | $-8,448 |
| 2024 | $269,748 | $191,155 | $195,323 | $78,593 |
| 2023 | $249,643 | $280,206 | $116,730 | $-30,563 |
| 2022 | $255,632 | $310,979 | $147,293 | $-55,347 |
| 2019 | $279,561 | $293,217 | $265,167 | $-13,656 |
| 2018 | $282,489 | $246,388 | $278,823 | $36,101 |
Compare Independent Insurance Agents & Brokers of Sacramento with other nonprofits in California and across the country.