Liabilities / Assets
53rd percentile
Higher debt load relative to assets than 53% of similar nonprofits.
Independent Insurance Agents Assn
990EZ • Fiscal year 2017 • EIN 16-0754800
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
51st percentile
Higher debt load relative to revenue than 51% of similar nonprofits.
Net Margin
8th percentile
Higher net margin than 8% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
8th percentile
Faster asset growth than 8% of similar nonprofits.
Revenue Growth
17th percentile
Faster revenue growth than 17% of similar nonprofits.
Balance Sheet
Assets
Flat$56,288
Flat from 2017
Net Assets
$55,917
No earlier filing loaded for comparison.
Liabilities
Flat$371
Flat from 2017
Revenue And Expenses
Revenue
Flat$91,818
Flat from 2017
Expenses
Flat$124,479
Flat from 2017
Net Income
Flat-$32,661
Flat from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Oct 27, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $91,818
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 | - | $59,740 |
| ADVERTISING, PUBLIC RELATIONS, GIFTS AND PROMOTIONS, COMPUTER WEBSITE & PRINTING | - | $43,064 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MATTHEW SAXE | President | - | $0 | - | - |
| TAMARA STORCH | Vice Preside | - | $0 | - | - |
| KATHLEEN RAPASADI | Treasurer | - | $0 | - | - |
| VICTOR RUTECKI | Chair Of The | - | $0 | - | - |
| DAVID GELIA | Director | - | $0 | - | - |
| KAREN CATALANO | Director | - | $0 | - | - |
| ASHLEY ENGL | Director | - | $0 | - | - |
| MARK O'BRIEN | Director | - | $0 | - | - |
| DOREEN DECARLO | Director | - | $0 | - | - |
| THERESA CRISP | Director | - | $0 | - | - |
| JAMIE MURPHY | Director | - | $0 | - | - |
| STEPHEN SEITZ | Director | - | $0 | - | - |
| MEGAN SPIEGELHOFF | Director | - | $0 | - | - |
| JEANNE HELLERT | Executive Di | PT | $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
- Tamara Storch
- Title
- Vice President
- Phone
- 7162073886
- Signed
- 2017-10-27
- 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 41,394 travel and conventions 5,825 bank charges 161 computer website 478 contributions 1,192 education 1,200 golf outing 19,996 holiday party 9,330 installation of officers 18,526 insurance 1,909 luncheons and meetings 3,899 membership enhancement 6 nextgen events 4,857 office and computer suppl 602 telephone 98 repairs: computer 535 total 110,008”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 800 371”
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 Appendix150 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 | 89378 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 56288 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 33994 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -32661 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1390 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 89378 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 56288 |
| IRS990EZ/GrossReceiptsAmt | 0 | 91818 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 25233 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 88578 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 55917 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 88578 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 55917 |
| 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 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 13 | 7.00 |
| 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 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MATTHEW SAXE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TAMARA STORCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KATHLEEN RAPASADI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | VICTOR RUTECKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DAVID GELIA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KAREN CATALANO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ASHLEY ENGL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MARK O'BRIEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | DOREEN DECARLO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | THERESA CRISP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | JAMIE MURPHY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | STEPHEN SEITZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | MEGAN SPIEGELHOFF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | 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 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | EXECUTIVE DI |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 110008 |
| 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 | 346 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 32591 |
| 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 | 59740 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 43064 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 12735 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 800 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 371 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 124479 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 102804 |
| IRS990EZ/TotalRevenueAmt | 0 | 91818 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.WNYAGENT.COM |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING AND PUBLIC RELATI 41,394 TRAVEL AND CONVENTIONS 5,825 BANK CHARGES 161 COMPUTER WEBSITE 478 CONTRIBUTIONS 1,192 EDUCATION 1,200 GOLF OUTING 19,996 HOLIDAY PARTY 9,330 INSTALLATION OF OFFICERS 18,526 INSURANCE 1,909 LUNCHEONS AND MEETINGS 3,899 MEMBERSHIP ENHANCEMENT 6 NEXTGEN EVENTS 4,857 OFFICE AND COMPUTER SUPPL 602 TELEPHONE 98 REPAIRS: COMPUTER 535 TOTAL 110,008 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 800 371 |
| 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 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TAMARA STORCH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VICE PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7162073886 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-10-27 |
| 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/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | B5AF86BE4C7E2721889D34699BB1C63A1848B6CE |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | B7B0D83B3CE09D827C9814E4579CA06FA75BD416 |
| 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 | 2017-10-27 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOANNE L WASINGER |
| ReturnHeader/ReturnTs | 0 | 2017-11-09T12:08:53-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $56,288
- Liabilities
- $371
- Net assets
- $55,917
- Revenue
- $91,818
- Expenses
- $124,479
- Net income
- -$32,661