American Agents Alliance Education Foundation
Nonprofit profile at a glance
- EIN
- 820606839
- IRS 990-EZ coverage
- 2018–2025
- Forms available
- Form 990 2022, Form 990-EZ 2025, Form 990-N 2017
- Location
- Sacramento, CA, USA
- Phone
- 9162838473
- Rating confidence
- Limited
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $0
- Expenses
- $1,220
- Assets
- $39,039
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Daniel Groff (President)
- Joel Wright (Vice President)
People named in this filing
- Charlie Garrison (CFO)
- Daniel Groff (President)
- Joel Wright (Vice President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The American Agents Alliance Education Foundation (hereinafter the Foundation) is a national insurance industry educational association for independent insurance agents, dedicated to serving the continuing professional educational needs of independent insurance agents and brokers throughout the United States. The Foundation will provide insurance agents and brokers with a wealth of continuing professional educational resources and training programs ranging from the preparation of training and professional update books and on-line resources to training courses and seminars on a variety of topics and issues of interest to insurance agents and brokers. Topics will relate to personal insurance, commercial insurance, life and health insurance, insurance agency management, insurance agency operations, elements of risk management, and insurance-specific sales training. As the insurance industry changes, the Foundation will continue to develop high quality educational materials and programs to
What it reported doing in 2025
Serving the continuing professional educational needs of independent insurance agents and brokers throughout the United States.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: 32
- Transparency & Controls: 82
- Sustainability: 35
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: 85%; rating input score 85
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: Limited
- Total-asset coverage ratio: 32; rating input score 97; 97th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -31.3% per year; rating input score 0; 14th percentile among comparable filings
- Revenue growth: -66.7% per year; rating input score 0; 4th percentile among comparable filings
- Asset growth: -5.5% per year; rating input score 0; 23rd percentile among comparable filings
Details
- Where the money goes: 85% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $1K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 7 filing years from 2018 to 2025
- Contacts: How to reach this organization
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.