SAN DIEGO, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
IIABCal protects, promotes, and perpetuate independent agents and brokers in California with vision, leadership and innovation by leveraging the power of uniting members to accomplish objectives otherwise unattainable individually.
IIABCAL provides its members with access to many unique benefits and services. Members have exemplary state and national legislative representation; a variety of conferences, conventions and forums...
IIABCAL provides its members with access to many unique benefits and services. Members have exemplary state and national legislative representation; a variety of conferences, conventions and forums that bring agents and brokers together to share, listen and learn; an extensive professional education program focusing on agency management training; and products and services for members to use in their business operations, as well as to provide to their clients.
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)| 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% |
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 |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
Compare INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA INC with other nonprofits in California and across the country.