Independent Insurance Agents And Brokers Of Orange County
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 27,094 | 38,296 | −11,202 | 26.4 | — |
| 2012 | 31,687 | 32,957 | −1,270 | 30.2 | — |
| 2013 | 34,980 | 37,214 | −2,234 | 26.0 | — |
| 2014 | 29,726 | 36,425 | −6,699 | 24.4 | — |
| 2015 | 28,619 | 30,213 | −1,594 | 28.8 | — |
| 2016 | 28,289 | 31,853 | −3,564 | 26.0 | — |
| 2017 | 31,483 | 32,893 | −1,410 | 24.6 | — |
| 2018 | 21,477 | 29,397 | −7,920 | 24.3 | — |
| 2019 | 28,266 | 28,410 | −144 | 25.1 | — |
| 2020 | 17,866 | 26,105 | −8,239 | 23.5 | — |
| 2021 | 26,141 | 25,790 | 351 | 24.0 | — |
| 2022 | 18,298 | 27,908 | −9,610 | 18.0 | — |
| 2023 | 26,778 | 26,975 | −197 | 18.6 | — |
In its most recent public year (2023), this organization spent $197 more than it brought in. Its reserves stood at about 18.6 months of spending, down from 26.4 in 2011.
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
Independent Insurance Agents And Brokers Of Orange County'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