SANTEE, 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 SAN DIEGO INC, founded in 1934, is a small nonprofit that reported $244K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.
IIAB OF SAN DIEGO IS DEDICATED TO UPHOLDING THE IDEALS OF THE AMERICAN AGENCY SYSTEM. MEMBERS WILL ACCESS INFORMATION TO FURTHER THEIR BUSINESSES. THE ORGANIZATION EDUCATES, INFORMS AND FOSTERS SOUND AND LEGITIMATE PRACTICES IN THE INSURANCE BUSINESS.
ALL PROGRAMS AND EVENTS OF THE ORGANIZATION ARE DESIGNED TO EDUCATE AND INFORM THE LOCAL INSURANCE COMMUNITY OF SOUND AND LEGITIMATE PRACTICES IN THE INSURANCE BUSINESS.
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 | $243,767 | $222,780 | +0.1% |
| Expenses | $244,674 | $236,122 | +0.0% |
| Net Income | $-907 | $-13,342 | -0.9% |
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 |
|---|---|---|---|---|---|---|
| DANIEL OLSON | PRESIDENT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| MORGAN HEGE | PRESIDENT-ELECT | 1.00 |
Director
|
$0 | $0 | $0 |
| JEREMY HOOLIHAN | SECRETARY/TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| SUSAN MCMILLON | PAST PRESIDENT | 1.00 |
Director
|
$0 | $0 | $0 |
| LORI FENTRESS | EXECUTIVE DIRECTOR | 20.00 |
Director
|
$47,400 | $0 | $47,400 |
| WELLA CAMPBELL | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| BRIAN RUIZ | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| JENNIFER JOHNSON | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| JOE HAMILTON | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| DAVID JACOBSON | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| TRAVIS PEARSON | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| OSMAR ESPINOZA | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| RICH SABATOWSKI | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| SANDI GRIGG | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| GIL GEVARIANS | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $243,767 | $244,674 | $58,567 | $-907 |
| 2023 | $222,780 | $236,122 | $66,141 | $-13,342 |
| 2022 | $208,192 | $203,683 | $73,001 | $4,509 |
| 2021 | $188,252 | $157,484 | $67,285 | $30,768 |
| 2020 | $53,539 | $76,623 | $123,806 | $-23,084 |
| 2019 | $221,003 | $214,279 | $60,399 | $6,724 |
| 2018 | $202,666 | $193,106 | $50,677 | $9,560 |
Compare INDEPENDENT INSURANCE AGENTS AND BROKERS OF SAN DIEGO INC with other nonprofits in California and across the country.