California Insurance Professionals
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2016 | 84,278 | 75,947 | 8,331 | 4.9 | — |
| 2017 | 88,057 | 81,919 | 6,138 | 5.5 | — |
| 2018 | 83,477 | 78,927 | 4,550 | 6.4 | — |
| 2019 | 92,346 | 88,895 | 3,451 | 6.1 | — |
| 2020 | 32,026 | 28,338 | 3,688 | 20.8 | — |
| 2021 | 23,724 | 22,634 | 1,090 | 26.6 | — |
| 2022 | 93,096 | 91,931 | 1,165 | 6.7 | — |
| 2023 | 84,236 | 83,010 | 1,226 | 7.6 | — |
In its most recent public year (2023), this organization brought in $1,226 more than it spent. Its reserves stood at about 7.6 months of spending, up from 4.9 in 2016.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
California Insurance Professionals's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works