Civic Intelligence

American Agents Alliance Education Foundation

EIN 82-0606839 • 501(c)3 • Sacramento, CA

Profile

The American Agents Alliance Education Foundation (hereinafter the Foundation) is a national insurance industry educational association for independent insurance agents, dedicated to serving the continuing professional educational needs of independent insurance agents and brokers throughout the United States. The Foundation will provide insurance agents and brokers with a wealth of continuing professional educational resources and training programs ranging from the preparation of training and professional update books and on-line resources to training courses and seminars on a variety of topics and issues of interest to insurance agents and brokers. Topics will relate to personal insurance, commercial insurance, life and health insurance, insurance agency management, insurance agency operations, elements of risk management, and insurance-specific sales training. As the insurance industry changes, the Foundation will continue to develop high quality educational materials and programs to

1231 I Street 201Sacramento, CA 95814

www.agentsalliance.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-1.5%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$40,259

Down $620 (-1.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$40,259

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Down

$620

Down $430 (-41%) from 2023

Net Income

Up

-$620

Up $430 (+41%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2018: $58,669Net Assets 2018: $58,6692018Assets 2019: $51,784Liabilities 2019: $02019Assets 2020: $44,714Net Assets 2020: $44,7142020Assets 2021: $42,929Net Assets 2021: $42,9292021Assets 2022: $41,929Liabilities 2022: $0Net Assets 2022: $41,9292022Assets 2023: $40,879Liabilities 2023: $02023Assets 2024: $40,259Net Assets 2024: $40,2592024

Highlighted filing

2024

Assets$40,259
Liabilities-
Net Assets$40,259
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2018: $64,374Expenses 2018: $5,705Net Income 2018: $58,6692018Revenue 2019: $0Expenses 2019: $6,885Net Income 2019: -$6,8852019Revenue 2020: $0Expenses 2020: $7,070Net Income 2020: -$7,0702020Revenue 2021: $0Expenses 2021: $1,785Net Income 2021: -$1,7852021Revenue 2022: $0Expenses 2022: $1,000Net Income 2022: -$1,0002022Revenue 2023: $0Expenses 2023: $1,050Net Income 2023: -$1,0502023Revenue 2024: $0Expenses 2024: $620Net Income 2024: -$6202024

Highlighted filing

2024

Revenue$0
Expenses$620
Net Income-$620
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,259
Liabilities
-
Net assets
$40,259
Revenue
$0
Expenses
$620
Net income
-$620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.3$40.3$0.00$0.62$0.62
2023Summary only. Only limited summary data is available for this year.$40.9$0.00$0.00$1.05$1.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.9$0.00$41.9$0.00$1.00$1.00
2021Detailed filing. Detailed filing data is available for this year.$42.9$42.9$0.00$1.79$1.79
2020Detailed filing. Detailed filing data is available for this year.$44.7$44.7$0.00$7.07$7.07
2019Summary only. Only limited summary data is available for this year.$51.8$0.00$0.00$6.89$6.89
2018Detailed filing. Detailed filing data is available for this year.$58.7$58.7$64.4$5.71$58.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Mission and Program Overview

Mission

The American Agents Alliance Education Foundation (hereinafter the Foundation) is a national insurance industry educational association for independent insurance agents, dedicated to serving the continuing professional educational needs of independent insurance agents and brokers throughout the United States. The Foundation will provide insurance agents and brokers with a wealth of continuing professional educational resources and training programs ranging from the preparation of training and professional update books and on-line resources to training courses and seminars on a variety of topics and issues of interest to insurance agents and brokers. Topics will relate to personal insurance, commercial insurance, life and health insurance, insurance agency management, insurance agency operations, elements of risk management, and insurance-specific sales training. As the insurance industry changes, the Foundation will continue to develop high quality educational materials and programs to

Program Services

DescriptionGrantsExpenses
Serving the continuing professional educational needs of independent insurance agents and brokers throughout the United States.-$527
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charlie GarrisonCFO-$0--
Daniel GroffPresident-$0--
Joel WrightVice President-$0--
Ajay GuptaSecretary-$0--
Harry CrusbergImm Past Pres-$0--
Filing and Contact Details

Filer

Filer Name
American Agents Alliance Education
EIN
82-0606839
Phone
9162838473
Address
1231 I Street 201, Sacramento, CA 95814

Signing Officer

Name
Mike D'Arelli
Title
Executive Director
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Sacramento Accounting & Advisory Group LLP
Address
1111 Exposition Blvd Ste 100, Sacramento, CA 95815
Preparer
Jason Russell CPA
Phone
9169669366
Raw XML Appendix119 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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