INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC

EIN: 943215814

SAN DIEGO, CA

Total Revenue
$2,119,269
Total Expenses
$1,912,040
Total Assets
$2,087,302
Net Assets
$1,117,138
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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
1995
Legal Domicile
CA
Principal Officer
JILL EPSTEIN
Phone
9254263300
Tax Period
2024-01-01 to 2024-12-31

INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC, founded in 1995, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Expenses of $1.9M left a modest 10% surplus.

Mission

IIABCAL is an unrelenting and visionary advocate for independent insurance brokers and agents.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,579,277
Program Service Revenue $0
Investment Income $40,721
Other Revenue $499,271
TOTAL REVENUE $2,119,269

Expense Breakdown

Grants Paid $0
Salaries & Benefits $728,088
Fundraising Expenses $0
Other Expenses $1,183,952
TOTAL EXPENSES $1,912,040

Year-over-Year Comparison

2024 2023 Change
Revenue $2,119,269 $2,006,514 +0.1%
Expenses $1,912,040 $2,019,896 -0.1%
Net Income $207,229 $-13,382 -16.5%
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
10
Independent Members
10
Employees
8
Volunteers
18

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
4
$305,656
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JILL EPSTEIN CEO 18.75
Officer
$138,815 $28,026 $305,656
STEVE YOUNG SR VP COUNSEL 26.25
$179,268 $25,688 $281,785
MIKE ORRICK VP MEMBERSHIP 18.75
$84,926 $12,956 $182,808
JENNIFER POUEY VP MEMBER SERV 24.38
$88,575 $9,684 $145,953
ANITA TUTEJA CONTROLLER 18.75
$56,245 $14,132 $126,622
HALEY ANDREWS NOCAL REGL DIR 0.50
Director
$0 $0 $0
JONATHAN E OLDFATHER NOCAL REGL DIR 0.50
Director
$0 $0 $0
DEREK S ROSS AT LARGE DIR 0.50
Director
$0 $0 $0
RENE SWAN ASSOC MEM DIR 0.50
Director
$0 $0 $0
DINA COMPANA SMITH Vice President 0.50
Officer Director
$0 $0 $0
MARTINE DOMINGUES President 0.50
Officer Director
$0 $0 $0
SEAN TSUI SOCAL REGL DIR 0.50
Director
$0 $0 $0
TODD JACKSON SOCAL REGL DIR 0.50
Director
$0 $0 $0
BRANDON OKITA Sec / Treas 0.50
Officer Director
$0 $0 $0
BRADLEY C WILSON IIABA DIRECTOR 0.50
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 $2,119,269 $1,912,040 $2,087,302 $207,229
2023 $2,006,514 $2,019,896 $2,526,785 $-13,382
2022 $1,769,737 $2,164,371 $2,375,400 $-394,634
2021 $1,617,791 $1,576,684 $2,887,810 $41,107
2021 $1,583,141 $1,576,684 $2,853,160 $6,457
2020 $1,417,698 $1,623,732 $2,664,895 $-206,034
2020 $1,360,458 $1,623,732 $2,607,655 $-263,274
2019 $1,891,697 $2,051,902 $2,744,179 $-160,205
2018 $1,837,854 $1,889,733 $2,808,525 $-51,879
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