INDEPENDENT INSURANCE AGENTS AND BROKERS OF LOS ANGELES (EIN 950865610) - Form 990 Financial Analysis & Trantor Score

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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

1930

Legal Domicile

Phone

3105625254

Tax Period

2025-01-01 to 2025-12-31

INDEPENDENT INSURANCE AGENTS AND BROKERS OF LOS ANGELES, founded in 1930, is a micro nonprofit that reported $35K in total revenue in fiscal year 2025. Revenue decreased 19% compared to the prior year. Expenses of $49K exceeded revenue, resulting in a 38% operating deficit.

Mission

NETWORKING OF INSURANCE AGENTS-BROKERS FOR THE BETTERMENT OF INSURANCE SERVICES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $4,100

Program Service Revenue $0

Investment Income $16,995

Other Revenue $14,317

TOTAL REVENUE $35,412

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,332

Fundraising Expenses $0

Other Expenses $17,608

TOTAL EXPENSES $48,940

Year-over-Year Comparison

	2025	2024	Change
Revenue	$35,412	$43,509	-0.2%
Expenses	$48,940	$49,804	0.0%
Net Income	$-13,528	$-6,295	+1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER SCHRETER	executive director	5.00		$31,332	$0	$31,332
Mike Kinoshita	Director	0.00	Director	$0	$0	$0
Shauntelle Noble	Assoc Director	0.00	Director	$0	$0	$0
Samantha CHan	Director	1.00	Director	$0	$0	$0
SYDNEY GREENSPAN	ASSOC DIRECTOR	0.00	Director	$0	$0	$0
KRISTIN SUAREZ	Assoc Director	0.00	Director	$0	$0	$0
KELLY HODGE	President	0.00	Officer	$0	$0	$0
Dalton Defendis	Vice President	0.00	Officer	$0	$0	$0
KEVIN FUKUYAMA	Treasurer	1.00	Officer	$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
2025	$35,412	$48,940	$352,427	$-13,528
2024	$43,509	$49,804	$349,717	$-6,295
2023	$15,614	$45,347	$347,454	$-29,733
2022	$34,750	$38,729	$351,136	$-3,979
2021	$5,578	$7,387	$510,753	$-1,809
2020	$15,383	$7,587	$512,562	$7,796
2019	$41,666	$53,742	$504,766	$-12,076
2018	$60,088	$33,519	$516,842	$26,569

INDEPENDENT INSURANCE AGENTS AND BROKERS OF LOS ANGELES