Z โ€” UnclassifiedEIN: 956093439ยท Ruling Year: 1944

Independent Insurance Agents And Brokers Of San Diego Inc

Santee, California

BHealth Score
62B

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Above Average

๐Ÿ’ฐ
$223K
Total Revenue
๐Ÿ“Š
$236K
Total Expenses
๐Ÿฆ
$56K
Net Assets
๐Ÿ“‹
$11K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+7.0%
Year-over-year change (2022 โ†’ 2023)
Net Margin
-6.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.24
Net assets divided by total expenses
Liabilities-to-Assets
16.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$222,780โ†‘7%$236,122โ†‘16%$66,141โ†“9%
2022$208,192โ†‘11%$203,683โ†‘29%$73,001โ†‘8%
2021$188,252โ†‘252%$157,484โ†‘106%$67,285โ†“46%
2020$53,539โ†“76%$76,623โ†“64%$123,806โ†‘105%
2019$221,003โ†‘9%$214,279โ†‘11%$60,399โ†‘19%
2018$202,666โ†‘2%$193,106$50,677โ†‘25%
2017$198,765โ†‘11%$193,419โ†‘5%$40,419โ†‘13%
2016$178,939โ†“6%$184,654โ†‘3%$35,713โ†“14%
2015$189,841โ†‘6%$178,716โ†“3%$41,430โ†‘37%
2014$179,174โ†‘9%$183,568โ†“1%$30,272โ†“13%
2013$164,126โ†‘9%$186,002โ†‘22%$34,690โ†“39%
2012$150,827โ†“4%$152,437โ†“12%$56,452โ†“3%
2011$157,203$173,099$58,020

Frequently Asked Questions

What does Independent Insurance Agents And Brokers Of San Diego Inc do?โ–ผ

Independent Insurance Agents And Brokers Of San Diego Inc is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Independent Insurance Agents And Brokers Of San Diego Inc financially healthy?โ–ผ

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Independent Insurance Agents And Brokers Of San Diego Inc.

How much revenue does Independent Insurance Agents And Brokers Of San Diego Inc generate?โ–ผ

Independent Insurance Agents And Brokers Of San Diego Inc reports $244K in annual revenue and holds $59K in total assets, based on IRS filings.

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Independent Insurance Agents And Brokers Of San Diego Inc โ€” Santee, CA | GiveScope