Independent Insurance Agents Assoc of Contra Costa County
Nonprofit profile at a glance
- EIN
- 942572691
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990-EZ 2024
- Location
- Pleasant Hill, CA, USA
- Phone
- 9252101717
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $23,583
- Expenses
- $26,086
- Assets
- $53,608
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- NATALIE LANE (PRESIDENT)
- SEAN NIXON (VICE PRESIDENT)
- JOSEPH WEBER (PAST PRESIDENT)
People named in this filing
- NATALIE LANE (PRESIDENT)
- SEAN NIXON (VICE PRESIDENT)
- JENNIFER AMADOR (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
The dedicated members of the iiaaccc exist to strengthen the independent agents relationship with carriers and companies, create an environment for networking and fellowship within the insurance industry, offer professional growth through education, provide access to influence legislation affecting the insurance industry, enhance the community by the giving of their time and resources.
What it reported doing in 2024
The organization provided industry educational & informational materials to members.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 53% for direct work, and 47% for grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 82
- Sustainability: 42
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -10.6%; rating input score 30; 30th percentile among comparable filings
- Total-asset coverage ratio: 2.06; rating input score 66; 66th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 29.6%; rating input score 6; 6th percentile among comparable filings
Growth
- Program expense growth: -0.7% per year; rating input score 0; 46th percentile among comparable filings
- Revenue growth: -0.8% per year; rating input score 0; 48th percentile among comparable filings
- Asset growth: 8.9% per year; rating input score 100; 70th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $26K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
- Moderate — Sustainability: Operating margin scored 30/100.
- High — Sustainability: Officer compensation ratio scored 6/100.