Ia of Tampa Bay Inc

Nonprofit profile at a glance

EIN
596139291
IRS 990-EZ coverage
2020–2024
Forms available
Form 990-EZ 2024
Location
Tampa, FL, USA
Phone
8136213433
Rating
41
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$110,330
Expenses
$91,321
Assets
$56,638

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • ANDREW AUBERY (PRESIDENT)

People named in this filing

  • ANDREW AUBERY (PRESIDENT)
  • JANESSA CARULLO (VICE PRESIDE)
  • RICH LOVINGER (TREASURER)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Support independent insurance agents.

What it reported doing in 2024

Social expenses: fostering interaction and cooperation between independent insurance agencies in the tampa area including luncheons, instructions, travel, and conventions.

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 6
  • Transparency & Controls: 82
  • Sustainability: 53
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 9.1%; rating input score 9
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 17.2%; rating input score 70; 70th percentile among comparable filings
  • Total-asset coverage ratio: 0.62; rating input score 44; 44th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 39.2% per year; rating input score 100; 94th percentile among comparable filings
  • Asset growth: 31.8% per year; rating input score 100; 88th percentile among comparable filings

Details

  • Where the money goes: 9.1% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 4 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • 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 — Financial Efficiency: Mission deployment rate scored 9/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 44/100.