Civic Intelligence

Independent Insurance Agents'

EIN 16-0754800 • 501(c)6 • Orchard Park, NY

Profile

The fundamental purpose of the association is to promote and represent the common business interest of independent insurance agents and brokers within the insurance industry in western new york and to promote a greater understanding of the independent agency system to the general public.

PO Box 983Orchard Park, NY 14127

www.wnyagent.com

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

79th percentile

$8,700

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

127%

Faster revenue growth than 96% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$64,392

Up $9,056 (+16%) from 2021

Liabilities

Down

$369

Down $2 (-0.5%) from 2021

Net Assets

Up

$64,023

Up $9,058 (+16%) from 2021

Revenue

Up

$69,269

Up $38,766 (+127%) from 2021

Expenses

Up

$60,211

Up $27,578 (+85%) from 2021

Net Income

Up

$9,058

Up $11,188 (+525%) from 2021

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $38,383Net Assets 2011: $38,3832011Assets 2012: $46,424Net Assets 2012: $46,4242012Assets 2013: $41,752Net Assets 2013: $41,7522013Assets 2014: $53,576Net Assets 2014: $53,5762014Assets 2015: $71,518Liabilities 2015: $3,766Net Assets 2015: $67,7522015Assets 2016: $89,378Liabilities 2016: $801Net Assets 2016: $88,5772016Assets 2017: $56,288Liabilities 2017: $3712017Assets 2018: $43,922Net Assets 2018: $43,9222018Assets 2019: $39,496Net Assets 2019: $39,4962019Assets 2020: $57,466Liabilities 2020: $3712020Assets 2021: $55,336Liabilities 2021: $371Net Assets 2021: $54,9652021Assets 2022: $64,392Liabilities 2022: $369Net Assets 2022: $64,0232022

Highlighted filing

2022

Assets$64,392
Liabilities$369
Net Assets$64,023

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $93,355Expenses 2011: $93,887Net Income 2011: -$5322011Revenue 2012: $108,094Expenses 2012: $100,053Net Income 2012: $8,0412012Revenue 2013: $114,310Expenses 2013: $118,983Net Income 2013: -$4,6732013Revenue 2014: $84,074Expenses 2014: $72,249Net Income 2014: $11,8252014Revenue 2015: $100,474Expenses 2015: $86,298Net Income 2015: $14,1762015Revenue 2016: $113,797Expenses 2016: $92,972Net Income 2016: $20,8252016Revenue 2017: $91,818Expenses 2017: $124,479Net Income 2017: -$32,6612017Revenue 2018: $73,411Expenses 2018: $85,406Net Income 2018: -$11,9952018Revenue 2019: $61,652Expenses 2019: $66,078Net Income 2019: -$4,4262019Revenue 2020: $72,673Expenses 2020: $55,825Net Income 2020: $16,8482020Revenue 2021: $30,503Expenses 2021: $32,633Net Income 2021: -$2,1302021Revenue 2022: $69,269Expenses 2022: $60,211Net Income 2022: $9,0582022

Highlighted filing

2022

Revenue$69,269
Expenses$60,211
Net Income$9,058

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 4, 2022
Return Version
2021v4.1
Gross Receipts
$76,462
Mission and Program Overview

Mission

The fundamental purpose of the association is to promote and represent the common business interest of independent insurance agents and brokers within the insurance industry in western new york and to promote a greater understanding of the independent agency system to the general public.

The fundemental purpose of the Association is to promote and represent the common business interest of independent insurance agents and brokers within the insurance industry in WNY and to promote a greater understanding of the independent agency system

Program Services

DescriptionGrantsExpenses
Provide education for professional development and increase the best practices of our members. Provide networking and social opportunities for our membership to advance skills and access to the industry.-$32,067
Advertise the industry to the general population in order that they may better understand the insurance and the agents that povide their service.-$8,650
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeanne HellertExecutive DirectorPT$8,700-$8,700
Rob GlennPresident-$0--
Douglas BenzVice President-$0--
Lisa HussainovTreasurer-$0--
Ashley EnglChair Of The Board-$0--
Doreen DeCarloDirector-$0--
Patrick VaethDirector-$0--
Kate SellersDirector-$0--
Craig WilloughbyDirector-$0--
Demi WalshDirector-$0--
Michael AgliataDirector-$0--
Patrick EricksonDirector-$0--
Josh WatkinsDirector-$0--
Ashley AtkinsonDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$27,852$20,756$7,193$13,563
Total Events$27,852$20,756$7,193$13,563
Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents' Association of WNY Inc
EIN
16-0754800
Phone
7162073886
Address
PO Box 983, Orchard Park, NY 14127

Signing Officer

Name
Rob Glenn
Title
President
Phone
7162073886
Signed
2022-11-04

Preparer

Firm
FMV Tax Professionals
Address
9823 SAVAGE RD, HOLLAND, NY 14080
Preparer
Frances Vaughan
Phone
7165372066
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Scholarship; Scholarship; : , , , ; , 5193.

Form 990EZ, Part I, Line 16

Program Expenses 32067.

Form 990EZ, Part I, Line 16

Office 2047.

Form 990EZ, Part I, Line 16

Insurance 1901.

Form 990EZ, Part I, Line 16

Advertising 8650.

Form 990EZ, Part II, Line 26

Credit Card liability

Raw XML Appendix205 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office 2047.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 1901.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising 8650.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BusinessOfficerGrp/PhoneNum07162073886
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Independent Insurance Agents' Association of WNY Inc
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ReturnHeader/Filer/EIN0160754800
ReturnHeader/Filer/PhoneNum07162073886
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ReturnHeader/Filer/USAddress/CityNm0Orchard Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014127
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812858560
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FMV Tax Professionals
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09823 SAVAGE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014080
ReturnHeader/PreparerPersonGrp/PhoneNum07165372066
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frances Vaughan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-11T10:54:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rob
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Glenn
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits