Liabilities / Assets
54th percentile
Higher debt load relative to assets than 54% of similar nonprofits.
Independent Insurance Agents Assn
990EZ • Fiscal year 2016 • EIN 16-0754800
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
53rd percentile
Higher debt load relative to revenue than 53% of similar nonprofits.
Net Margin
82nd percentile
Higher net margin than 82% of similar nonprofits.
Top Officer Pay
72nd percentile
Higher top officer pay than 72% of similar nonprofits.
Top officer pay equals 10.0% of source-year revenue.
Asset Growth
81st percentile
Faster asset growth than 81% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Balance Sheet
Assets
Up$89,378
Up $17,860 (+25%) from 2015
Net Assets
Up$88,577
Up $20,825 (+31%) from 2015
Liabilities
Down$801
Down $2,965 (-79%) from 2015
Revenue And Expenses
Revenue
Up$113,797
Up $13,323 (+13%) from 2015
Expenses
Up$92,972
Up $6,674 (+7.7%) from 2015
Net Income
Up$20,825
Up $6,649 (+47%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2015 to Jun 30, 2016
- Signed
- Oct 31, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $113,797
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| CONVENTIONS, EDUCATION, LUNCHEONS, MEETINGS, MEMBERSHIP ENHANCEMENT, OUTINGS,SOCIAL EVENTS AND TRAVEL | - | $39,701 |
| ADVERTISING, PUBLIC RELATIONS, GIFTS AND PROMOTIONS, COMPUTER WEBSITE & PRINTING | - | $34,461 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JEANNE HELLERT | Executive Di | PT | $11,360 | - | $11,360 |
| VICTOR RUTECKI | President | - | $0 | - | - |
| MATTHEW SAXE | Vice Preside | - | $0 | - | - |
| TAMARA STORCH | Treasurer | - | $0 | - | - |
| MARK GARVELLI | Chair Of The | - | $0 | - | - |
| KAREN CATALANO | Director | - | $0 | - | - |
| DAVID GELIA | Director | - | $0 | - | - |
| ASHLEY ENGL | Director | - | $0 | - | - |
| MARK O'BRIEN | Director | - | $0 | - | - |
| PAUL CHISHOLM | Director | - | $0 | - | - |
| DOREEN DECARLO | Director | - | $0 | - | - |
| KATHLEEN RAPASADI | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- INDEPENDENT INSURANCE AGENTS'
- EIN
- 16-0754800
- Phone
- 7162073886
- Address
- PO BOX 983, ORCHARD PARK, NY 14127
Signing Officer
- Name
- Matthew Saxe
- Title
- Vice President
- Phone
- 7162073886
- Signed
- 2016-10-31
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Bechtel & Wasinger Cpas Pllc
- Address
- 5350 MAIN ST, WILLIAMSVILLE, NY 14221
- Preparer
- Joanne L Wasinger
- Phone
- 7162048366
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses advertising and public relati 29,517 travel and conventions 2,963 anniversary expense 3,615 bank charges 111 computer website 929 contributions 2,605 education 1,300 golf outing 17,506 holiday party 6,242 installation of officers 5,459 insurance 1,901 luncheons and meetings 3,418 membership enhancement 478 miscellaneous 80 nextgen events 2,138 office and computer suppl 136 telephone 87 total 78,485”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 3,766 801”
Form 990-ez, Part III
“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.”
Raw XML Appendix147 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JEANNE HELLERT |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7162073886 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | P O BOX 983 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ORCHARD PARK |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 14127 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 71518 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 89378 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 58561 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 20825 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1350 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 71518 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 89378 |
| IRS990EZ/GrossReceiptsAmt | 0 | 113797 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 29942 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 67752 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 88577 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 67752 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 88577 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 11360 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | VICTOR RUTECKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MATTHEW SAXE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | TAMARA STORCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MARK GARVELLI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KAREN CATALANO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | DAVID GELIA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ASHLEY ENGL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MARK O'BRIEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | PAUL CHISHOLM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | DOREEN DECARLO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | KATHLEEN RAPASADI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | JEANNE HELLERT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | CHAIR OF THE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | EXECUTIVE DI |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 78485 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1777 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 25294 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CONVENTIONS, EDUCATION, LUNCHEONS, MEETINGS, MEMBERSHIP ENHANCEMENT, OUTINGS,SOCIAL EVENTS AND TRAVEL |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | ADVERTISING, PUBLIC RELATIONS, GIFTS AND PROMOTIONS, COMPUTER WEBSITE & PRINTING |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 39701 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 34461 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 11360 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3766 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 801 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 92972 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 74162 |
| IRS990EZ/TotalRevenueAmt | 0 | 113797 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.WNYAGENT.COM |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING AND PUBLIC RELATI 29,517 TRAVEL AND CONVENTIONS 2,963 ANNIVERSARY EXPENSE 3,615 BANK CHARGES 111 COMPUTER WEBSITE 929 CONTRIBUTIONS 2,605 EDUCATION 1,300 GOLF OUTING 17,506 HOLIDAY PARTY 6,242 INSTALLATION OF OFFICERS 5,459 INSURANCE 1,901 LUNCHEONS AND MEETINGS 3,418 MEMBERSHIP ENHANCEMENT 478 MISCELLANEOUS 80 NEXTGEN EVENTS 2,138 OFFICE AND COMPUTER SUPPL 136 TELEPHONE 87 TOTAL 78,485 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,766 801 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MATTHEW SAXE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VICE PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7162073886 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-10-31 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | INDEPENDENT INSURANCE AGENTS' |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ASSOCIATION OF WNY INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INDE |
| ReturnHeader/Filer/EIN | 0 | 160754800 |
| ReturnHeader/Filer/PhoneNum | 0 | 7162073886 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 983 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ORCHARD PARK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 14127 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 264485174 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BECHTEL & WASINGER CPAS PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5350 MAIN ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WILLIAMSVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 14221 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7162048366 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-10-31 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOANNE L WASINGER |
| ReturnHeader/ReturnTs | 0 | 2016-11-07T12:21:12-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $89,378
- Liabilities
- $801
- Net assets
- $88,577
- Revenue
- $113,797
- Expenses
- $92,972
- Net income
- $20,825