San Diego Insurance Adjuster Association
Nonprofit profile at a glance
- EIN
- 237426561
- IRS 990-EZ coverage
- 2023–2023
- Forms available
- Form 990-EZ 2023
- Location
- National City, CA, USA
- Phone
- 6192745493
- Rating confidence
- Limited
Reported finances
- Revenue
- $49,835
- Expenses
- $51,626
- Assets
- $47,069
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- CHRIS TERRRANCE JR (PRESIDENT)
- RAMON VERDUGO (SECRETARY/VICE PRESIDENT)
People named in this filing
- CHRIS TERRRANCE JR (PRESIDENT)
- CARLOS SANDOVAL (MARKETING)
- RAMON VERDUGO (SECRETARY/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 2023. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The san diego insurance adjusters association (sdiaa), founded in 1945, is san diego's oldest and largest professional adjuster organization. With over 300 members, our mission is to promote harmony and cordial business relations among the claims profession and those businesses associated with the insurance industry. We do this through various forms of education channels. We also serve as a resource on insurance claim-related topics and donate to various charities and causes throughout san diego county.
What it reported doing in 2023
Social networking events and continuing education seminars are offered for insurance adjusters and vendors that are involved in the insurance claim industry for close to 500 members. Donations are given to grossmont community college for insurance course scholarships and san diego center for children.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- 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: 46
- Growth: NotEnoughData
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: -3.6%; rating input score 40; 40th percentile among comparable filings
- Total-asset coverage ratio: 0.91; rating input score 43; 43rd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
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 · 7 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- 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.
- Moderate — Sustainability: Operating margin scored 40/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 43/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.