Independent Insurance Agents & Brokers

Nonprofit profile at a glance

EIN
940489857
IRS 990-EZ coverage
2014–2022
Forms available
Form 990-EZ 2022
Location
Pinedale, CA, USA
Rating confidence
Limited

Reported finances

Revenue
$17,303
Expenses
$19,166
Assets
$30,703

Source: IRS Form 990-EZ. Selected filing: tax year 2022. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • BRIAN O'FARRELL (PAST PRESIDENT)

People named in this filing

  • BRIAN O'FARRELL (PAST PRESIDENT)
  • PETER ANTONINO (PRES./TREASURER)
  • JOSEPH ORNDOFF (Director)

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 2022. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

This organization was formed to support correct insurance principles and oppose bad practices in the business of insurance. The purposes for which the association is formed shall be to instill and foster sound and legitimate practices in all branches of the production subdivision of the insurance business and provide adequate forums for awareness, education and exchange of constructive ideas between it's members and community.

What it reported doing in 2022

The organization supported correct insurance principles and opposed bad practices in the business of insurance. It instills and fosters sound and legitimate practices in all branches of the production subdivision of the insurance business and provides adequate forums for awareness, education and exchange of constructive ideas between it's members and community. They stay current on changes in the industry and educate their members and community.

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
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

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: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 38
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -10.8%; rating input score 32; 32nd percentile among comparable filings
  • Total-asset coverage ratio: 1.6; rating input score 56; 56th 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: Limited
  • Revenue growth: -12.5% per year; rating input score 0; 23rd percentile among comparable filings
  • Asset growth: 2.4% per year; rating input score 100; 48th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 8 filing years from 2014 to 2022
  • 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 — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 32/100.
  • Review — Sustainability: Total-asset coverage ratio scored 56/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.