Independent Insurance Agents And Brokers Of San Diego Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 157,203 | 173,099 | −15,896 | 4.0 | 17% |
| 2012 | 150,827 | 152,437 | −1,610 | 4.4 | 19% |
| 2013 | 164,126 | 186,002 | −21,876 | 2.2 | 16% |
| 2014 | 179,174 | 183,568 | −4,394 | 1.9 | 17% |
| 2015 | 189,841 | 178,716 | 11,125 | 2.7 | 18% |
| 2016 | 178,939 | 184,654 | −5,715 | 2.3 | 17% |
| 2017 | 198,765 | 193,419 | 5,346 | 2.5 | 16% |
| 2018 | 202,666 | 193,106 | 9,560 | 3.1 | 16% |
| 2019 | 221,003 | 214,279 | 6,724 | 3.2 | 15% |
| 2020 | 53,539 | 76,623 | −23,084 | 5.3 | 43% |
| 2021 | 188,252 | 157,484 | 30,768 | 4.9 | 21% |
| 2022 | 208,192 | 203,683 | 4,509 | 4.1 | 21% |
| 2023 | 222,780 | 236,122 | −13,342 | 2.8 | 19% |
In its most recent public year (2023), this organization spent $13,342 more than it brought in. Its reserves stood at about 2.8 months of spending, down from 4 in 2011. Staff pay was 19% of spending.
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
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