Civic Intelligence

United Specialty Agents Alliance Inc

EIN 61-1975664 • 501(c)6 • Oklahoma City, OK

Profile

The corporation is organized as a business league under irc section 501(c)(6). It is organized exclusively for promoting the common business interest of one or more lines of business for its members. More specifically, the promotion of the business and the professional interests of insurance agents who market and sell specialty line insurance products.

817 NE 63rd StreetOklahoma City, OK 73105

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

18th percentile

-27%

Higher net margin than 18% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-18%

Faster asset growth than 29% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

22%

Faster revenue growth than 78% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$91,292

Down $19,720 (-18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$91,292

Down $19,720 (-18%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin18th percentile

Revenue

Up

$74,250

Up $13,194 (+22%) from 2023

Expenses

Up

$93,970

Up $8,514 (+10.0%) from 2023

Net Income

Up

-$19,720

Up $4,680 (+19%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$150K$100K$50K$0Assets 2021: $129,977Liabilities 2021: $0Net Assets 2021: $129,9772021Assets 2022: $132,857Liabilities 2022: $0Net Assets 2022: $132,8572022Assets 2023: $111,012Liabilities 2023: $0Net Assets 2023: $111,0122023Assets 2024: $91,292Liabilities 2024: $0Net Assets 2024: $91,2922024

Highlighted filing

2024

Assets$91,292
Liabilities$0
Net Assets$91,292
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $102,300Expenses 2021: $14,015Net Income 2021: $88,2852021Revenue 2022: $67,203Expenses 2022: $64,323Net Income 2022: $2,8802022Revenue 2023: $61,056Expenses 2023: $85,456Net Income 2023: -$24,4002023Revenue 2024: $74,250Expenses 2024: $93,970Net Income 2024: -$19,7202024

Highlighted filing

2024

Revenue$74,250
Expenses$93,970
Net Income-$19,720
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$91,292
Liabilities
$0
Net assets
$91,292
Revenue
$74,250
Expenses
$93,970
Net income
-$19,720
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.74$0.94$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.61$0.85$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.67$0.64$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.02$0.14$0.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Gross Receipts
$74,250
Mission and Program Overview

Mission

The corporation is organized as a business league under irc section 501(c)(6). It is organized exclusively for promoting the common business interest of one or more lines of business for its members. More specifically, the promotion of the business and the professional interests of insurance agents who market and sell specialty line insurance products.

Program Services

DescriptionGrantsExpenses
MEMBER TRADE ORGANIZATION THAT PROMOTES THE BUSINESS AND PROFESSIONAL INTERESTS OF INSURANCE AGENTS WHO MARKET AND SELL SPECIALTY LINE INSURANCE PRODUCTS.$0$93,969
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK ROEPresident Elect-$0--
DAVID MILLERPast President-$0--
JENNIFER BRECHTSecretary-$0--
JENNIFER DOTTERTreasurer-$0--
SHAWN DIAMONDVice President-$0--
FRANK POWELLPresident-$0--
ROBIN TUSCANOVice President-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
United Specialty Agents Alliance Inc
EIN
61-1975664
Phone
4054187201
Address
817 NE 63RD STREET, OKLAHOMA CITY, OK 73105

Signing Officer

Name
Jennifer Dotter
Title
Treasurer
Phone
4054187201
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Dopkins & Company Llp
Address
200 INTERNATIONAL DR, BUFFALO, NY 14221-5794
Preparer
Michael Orlowski
Phone
7166348800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 1,890. Description: advertising. Amount: 327. Description: dues and subscriptions. Amount: 378. Description: office supplies. Amount: 1,040. Description: meeting/travel. Amount: 88,719. Description: bank service charge. Amount: 10. Total to form 990-ez, line 16: 92,364.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 5,500.”

Raw XML Appendix134 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/PhoneNum04054187201
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0817 NE 63RD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111012
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085792
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-19720
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MembershipDuesAmt074250
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt091292
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111012
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt091292
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICK ROE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER BRECHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER DOTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHAWN DIAMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FRANK POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBIN TUSCANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05500
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt092364
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE CORPORATION IS ORGANIZED AS A BUSINESS LEAGUE UNDER IRC SECTION 501(C)(6). IT IS ORGANIZED EXCLUSIVELY FOR PROMOTING THE COMMON BUSINESS INTEREST OF ONE OR MORE LINES OF BUSINESS FOR ITS MEMBERS. MORE SPECIFICALLY, THE PROMOTION OF THE BUSINESS AND THE PROFESSIONAL INTERESTS OF INSURANCE AGENTS WHO MARKET AND SELL SPECIALTY LINE INSURANCE PRODUCTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBER TRADE ORGANIZATION THAT PROMOTES THE BUSINESS AND PROFESSIONAL INTERESTS OF INSURANCE AGENTS WHO MARKET AND SELL SPECIALTY LINE INSURANCE PRODUCTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt093969
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt093970
IRS990EZ/TotalProgramServiceExpensesAmt093969
IRS990EZ/TotalRevenueAmt074250
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 1,890. DESCRIPTION: ADVERTISING. AMOUNT: 327. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 378. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,040. DESCRIPTION: MEETING/TRAVEL. AMOUNT: 88,719. DESCRIPTION: BANK SERVICE CHARGE. AMOUNT: 10. TOTAL TO FORM 990-EZ, LINE 16: 92,364.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 5,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER DOTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04054187201
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED SPECIALTY AGENTS ALLIANCE INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0611975664
ReturnHeader/Filer/PhoneNum04054187201
ReturnHeader/Filer/USAddress/AddressLine1Txt0817 NE 63RD STREET
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0160929175
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOPKINS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 INTERNATIONAL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0142215794
ReturnHeader/PreparerPersonGrp/PhoneNum07166348800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL ORLOWSKI
ReturnHeader/ReturnTs02025-05-15T14:53:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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