Civic Intelligence

Independent Insurance Agents Of

EIN 47-0719689 • 501(c)3 • Lincoln, NE

Profile

The Foundation promotes education regarding insurance within the State of Nebraska.

8231 Northwoods Drive Ste BLincoln, NE 68505-3092

none

Siviq Scores

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

Liabilities / Assets

80th percentile

0.12x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

93rd percentile

0.62x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

15th percentile

-44%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

47th percentile

-4.2%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$181,213

Down $7,918 (-4.2%) from 2024

Liabilities

Up

$20,984

Up $7,078 (+51%) from 2024

Net Assets

Down

$160,229

Down $14,996 (-8.6%) from 2024

Revenue

Up

$34,057

Up $3,172 (+10%) from 2024

Expenses

Up

$49,053

Up $22,470 (+85%) from 2024

Net Income

Down

-$14,996

Down $19,298 (-449%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $153,059Liabilities 2012: $173Net Assets 2012: $152,8862012Assets 2013: $157,839Liabilities 2013: $463Net Assets 2013: $157,3762013Assets 2014: $151,821Liabilities 2014: $567Net Assets 2014: $151,2542014Assets 2015: $134,543Liabilities 2015: $468Net Assets 2015: $134,0752015Assets 2016: $126,956Liabilities 2016: $48Net Assets 2016: $126,9082016Assets 2017: $124,450Liabilities 2017: $3,870Net Assets 2017: $120,5802017Assets 2018: $134,182Liabilities 2018: $17,104Net Assets 2018: $117,0782018Assets 2019: $124,907Liabilities 2019: $5,350Net Assets 2019: $119,5572019Assets 2020: $133,370Liabilities 2020: $1,295Net Assets 2020: $132,0752020Assets 2021: $177,920Liabilities 2021: $3,939Net Assets 2021: $173,9812021Assets 2022: $168,283Liabilities 2022: $5,001Net Assets 2022: $163,2822022Assets 2023: $180,955Liabilities 2023: $10,032Net Assets 2023: $170,9232023Assets 2024: $189,131Liabilities 2024: $13,906Net Assets 2024: $175,2252024Assets 2025: $181,213Liabilities 2025: $20,984Net Assets 2025: $160,2292025

Highlighted filing

2025

Assets$181,213
Liabilities$20,984
Net Assets$160,229

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $112,920Expenses 2012: $20,654Net Income 2012: $92,2662012Revenue 2013: $40,048Expenses 2013: $35,558Net Income 2013: $4,4902013Revenue 2014: $33,439Expenses 2014: $39,561Net Income 2014: -$6,1222014Revenue 2015: $27,334Expenses 2015: $44,513Net Income 2015: -$17,1792015Revenue 2016: $27,111Expenses 2016: $34,278Net Income 2016: -$7,1672016Revenue 2017: $26,528Expenses 2017: $32,856Net Income 2017: -$6,3282017Revenue 2018: $36,062Expenses 2018: $39,564Net Income 2018: -$3,5022018Revenue 2019: $29,011Expenses 2019: $26,533Net Income 2019: $2,4782019Revenue 2020: $19,790Expenses 2020: $7,272Net Income 2020: $12,5182020Revenue 2021: $33,252Expenses 2021: $16,034Net Income 2021: $17,2182021Revenue 2022: $32,203Expenses 2022: $42,902Net Income 2022: -$10,6992022Revenue 2023: $43,771Expenses 2023: $36,130Net Income 2023: $7,6412023Revenue 2024: $30,885Expenses 2024: $26,583Net Income 2024: $4,3022024Revenue 2025: $34,057Expenses 2025: $49,053Net Income 2025: -$14,9962025

Highlighted filing

2025

Revenue$34,057
Expenses$49,053
Net Income-$14,996

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.81$0.21$1.60$0.34$0.49$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.14$1.75$0.31$0.27$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.10$1.71$0.44$0.36$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.05$1.63$0.32$0.43$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.04$1.74$0.33$0.16$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.01$1.32$0.20$0.07$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.05$1.20$0.29$0.27$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.17$1.17$0.36$0.40$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.04$1.21$0.27$0.33$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.27$0.34$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.34$0.27$0.45$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.01$1.51$0.33$0.40$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.57$0.40$0.36$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$1.13$0.21$0.92
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Mar 13, 2026
Return Version
2024v5.0
Gross Receipts
$52,372
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
PROVIDES SCHOLARSHIIPS TO STUDENTS, SUPPORTS COURSES ADN PROGAMS RELATING TO INSURANCE AND ACTS AS A RESOURCE TO PROMOTE A BETTER UNDERSTANDING OF THE PRINCIPALS OF INSURANCE BY THE GENERAL PUBLIC.$20,000$47,993
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF MAGEEPresident-$0--
RYAN HEDDENVice Preside-$0--
ANN AMESSecretary/Tr-$0--
JULIE RICHTDirector-$0--
NATE SPURLINGDirector-$0--
DAVID STEINKRAUSDirector-$0--
ROB TALCOTTDirector-$0--
JENNY KOPUNDirector-$0--
RILEY TONKINDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$37,231$37,231$18,315$18,916
Total Events$37,231$37,231$18,315$18,916
Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents of
EIN
47-0719689
Phone
4024762951
Address
8231 NORTHWOODS DRIVE STE B, LINCOLN, NE 68505-3092

Signing Officer

Name
Ann Ames
Title
Secretary/treasurer
Phone
4024762951
Signed
2026-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Dana F Cole & Company Llp
Address
1248 O ST STE 500, LINCOLN, NE 68508-1424
Preparer
Thomas M Obrist
Phone
4024799300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other revenue 1,330 total 1,330

Form 990-ez, Part I, Line 10

Name: university of nebraska foundation address: 1010 lincoln mall suite 300 lincoln, ne 68508 cash contribution: 20,000

Form 990-ez, Part I, Line 16

Expenses new talent program 25,000 admin 1,193 misc expense 1,800 total 27,993

Form 990-ez, Part II, Line 24

Accounts receivable 0 16,425 total 0 16,425

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 13,906 20,984

Raw XML Appendix180 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04024762951
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINCOLN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0685053092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0189131
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0164788
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14996
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01060
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0181213
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt020000
IRS990EZ/GrossReceiptsAmt052372
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04811
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0175225
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0160229
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0175225
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0160229
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF MAGEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYAN HEDDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANN AMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE RICHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NATE SPURLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID STEINKRAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROB TALCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNY KOPUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RILEY TONKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016425
IRS990EZ/OtherExpensesTotalAmt027993
IRS990EZ/OtherRevenueTotalAmt01330
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES SCHOLARSHIIPS TO STUDENTS, SUPPORTS COURSES ADN PROGAMS RELATING TO INSURANCE AND ACTS AS A RESOURCE TO PROMOTE A BETTER UNDERSTANDING OF THE PRINCIPALS OF INSURANCE BY THE GENERAL PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047993
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018315
IRS990EZ/SpecialEventsNetIncomeLossAmt018916
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt013906
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020984
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049053
IRS990EZ/TotalProgramServiceExpensesAmt047993
IRS990EZ/TotalRevenueAmt034057
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt03,190
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05661
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt053220
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04811
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05414
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0455
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015214
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt043372
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01330
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01860
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03190
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74300
IRS990ScheduleA/PublicSupportPY170Pct00.80010
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05661
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt053220
IRS990ScheduleA/TotalSupportAmt071624
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018315
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037231
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037231
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037231
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037231
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018916
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018315
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 1,330 TOTAL 1,330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: UNIVERSITY OF NEBRASKA FOUNDATION ADDRESS: 1010 LINCOLN MALL SUITE 300 LINCOLN, NE 68508 CASH CONTRIBUTION: 20,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES NEW TALENT PROGRAM 25,000 ADMIN 1,193 MISC EXPENSE 1,800 TOTAL 27,993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 0 16,425 TOTAL 0 16,425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 13,906 20,984
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN AMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04024762951
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT INSURANCE AGENTS OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NEBRASKA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0470719689
ReturnHeader/Filer/PhoneNum04024762951
ReturnHeader/Filer/USAddress/AddressLine1Txt08231 NORTHWOODS DRIVE STE B
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470526649
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01248 O ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0685081424
ReturnHeader/PreparerPersonGrp/PhoneNum04024799300
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M OBRIST
ReturnHeader/ReturnTs02026-03-16T16:08:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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