American Agents Alliance Inc (EIN 954657853) - 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

1997

Legal Domicile

Phone

9162839473

Tax Period

2024-02-01 to 2025-01-31

American Agents Alliance Inc, founded in 1997, is a community nonprofit in the Community Improvement sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $289K, a strong 20% operating margin.

Mission

To promote the common interest and welfare of California insurance professionals.

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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 (2024)

Revenue Breakdown

Contributions & Grants $387,280

Program Service Revenue $814,152

Investment Income $277,531

Other Revenue $203

TOTAL REVENUE $1,479,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $368,469

Fundraising Expenses $0

Program Expenses $1,085,877

Other Expenses $821,741

TOTAL EXPENSES $1,190,210

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,479,166	$1,318,269	+0.1%
Expenses	$1,190,210	$1,109,829	+0.1%
Net Income	$288,956	$208,440	+0.4%

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

Employees

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
Mike D'Arelli	Executive Director	40.00		$219,981	$0	$219,981
Ken May	Board Member	1.50	Director	$0	$0	$0
Kori DeLeon	Board Member	1.50	Director	$0	$0	$0
Laine Caspi	Board Member	1.50	Director	$0	$0	$0
Harry Crusberg	Imm. Past Pres	1.50	Director	$0	$0	$0
Dave Fawcett	Board Member	1.50	Director	$0	$0	$0
Charles Garrison	CFO	1.50	Director	$0	$0	$0
Ajay Gupta	Secretary	1.50	Director	$0	$0	$0
Joel Wright	Vice President	1.50	Director	$0	$0	$0
Daniel Groff	President	1.50	Director	$0	$0	$0
Daniel Delgado	Board Member	1.50	Director	$0	$0	$0
Chad Peakes	Board Member	1.50	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
2025	$1,479,166	$1,190,210	$2,239,429	$288,956
2024	$1,318,269	$1,109,829	$2,143,262	$208,440
2023	$1,230,113	$1,059,516	$2,212,952	$170,597
2022	$992,230	$935,943	$2,141,964	$56,287
2021	$182,115	$619,674	$1,696,221	$-437,559
2020	$959,041	$1,001,102	$1,966,309	$-42,061
2019	$1,045,617	$984,986	$1,953,766	$60,631

American Agents Alliance Inc