FAIRFIELD, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC, founded in 2007, is a small nonprofit that reported $803K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.
THE ORGANIZATION IS A STRONG RECOGNIZED LEGISLATIVE VOICE FOR CALIFORNIA WHOLESALERS AND EXCESS & SURPLUS LINES BROKERS IN THE PROPERTY & CASUALTY INSURANCE INDUSTRY.INSURANCE WHOLESALERS ARE STATE-LICENSED BUSINESSES, WHICH ARE PREDOMINANTLY ENGAGED IN INSURANCE DISTRIBUTION WHERE THERE IS A LICENSED INSURANCE AGENT-BROKER ACTING AS THE SALES ARM TO THE INSURANCE CONSUMER.THE TYPICAL CLIENTS OF WHOLESALERS AND EXCESS & SURPLUS LINES BROKERS ARE RETAIL INSURANCE AGENTS AND BROKERS.
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 | $803,377 | $725,968 | +0.1% |
| Expenses | $864,664 | $546,341 | +0.6% |
| Net Income | $-61,287 | $179,627 | -1.3% |
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 |
|---|---|---|---|---|---|---|
| JOHN DONAHUE | President | 3.00 |
Director
|
$0 | $0 | $0 |
| YANA CONNORS | Vice President | 3.00 |
Director
|
$0 | $0 | $0 |
| GARETT KANEKO | Treasurer | 3.00 |
Director
|
$0 | $0 | $0 |
| SARAH SLOAN | Secretary | 3.00 |
Director
|
$0 | $0 | $0 |
| ANDREA HOUSE | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| CALEB WHITEHOUSE | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| JOHN MUNDELIUS | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| MIKE LOUDERBACK | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| PAUL LAUFER | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| ZACH HERNANDEZ | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| AIMEE BERNAICOU | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| MARK KAUFMAN | Director | 0.00 |
Director
|
$0 | $0 | $0 |
| JEFFREY CASE | Director | 0.00 |
Director
|
$0 | $0 | $0 |
| PETER SCHIFRIN | Director | 0.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $803,377 | $864,664 | $497,302 | $-61,287 |
| 2023 | $725,968 | $546,341 | $558,589 | $179,627 |
| 2022 | $663,471 | $602,710 | $388,221 | $60,761 |
| 2021 | $485,470 | $321,268 | $327,460 | $164,202 |
| 2020 | $144,540 | $90,499 | $163,258 | $54,041 |
| 2020 | $240,216 | $248,916 | $109,217 | $-8,700 |
| 2019 | $400,234 | $395,816 | $261,028 | $4,418 |
Compare CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC with other nonprofits in California and across the country.