Inland Empire Association of Health Underwriters Inc

Nonprofit profile at a glance

EIN
954651435
IRS 990-EZ coverage
2016–2024
Forms available
Form 990-EZ 2024
Location
San Bernardino, CA, USA
Phone
9517435344
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$128,111
Expenses
$147,726
Assets
$68,688
Liabilities
$13,115

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

Leadership & pay

17 people listed

Executive titles in this filing

  • Shelley Hoover (President Elect)
  • Cherie Powell (President)

People named in this filing

  • Dawn Carroll (Executive Direc)
  • David Johnston (PAC Chair)
  • Henry Romero (Medicare & Golf)

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

To build a foundation of values which advocates fair and ethical industry practices with excellence and integrity. To promote and support the community of health insurance professionals, to educate themselves and the public and influence Legislation to promote quality health care.

What it reported doing in 2024

We have promoted and supported the community of health insurance professionals, to educate them and the public. We have promoted legislation to and for quality health care.

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

SUPPORTED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 51
  • Transparency & Controls: 82
  • Sustainability: 19
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 53.7%; rating input score 54
  • Program expense ratio: 46.6%; rating input score 47

Transparency & Controls

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

Sustainability

  • Operating margin: -15.3%; rating input score 11; 11th percentile among comparable filings
  • Total-asset coverage ratio: 0.46; rating input score 36; 36th percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 19; 19th percentile among comparable filings
  • Officer compensation ratio: 33.1%; rating input score 10; 10th percentile among comparable filings

Growth

  • Program expense growth: 14.9% per year; rating input score 100; 70th percentile among comparable filings
  • Revenue growth: -2.4% per year; rating input score 0; 13th percentile among comparable filings
  • Asset growth: -1.5% per year; rating input score 0; 23rd percentile among comparable filings

Details

  • Where the money goes: 53.7% of revenue deployed · 46.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $69K in reported program spending
  • Leadership: top reported pay $0 · 17 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 8 filing years from 2016 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.

  • Review — Financial Efficiency: Mission deployment rate scored 54/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 47/100.
  • High — Sustainability: Operating margin scored 11/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
  • High — Sustainability: Officer compensation ratio scored 10/100.
  • High — Sustainability: Liabilities to assets ratio scored 19/100.