Civic Intelligence

Iiao Insurance Foundation

990 • Fiscal year 2017 • EIN 73-1317684

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 20, 2017

Organization ProfileN/A
PO Box 13490Oklahoma City, OK 73113

(405) 840-4426

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

2nd percentile

-146%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$172,972

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 1081.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

153%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,642,519

Down $23,314 (-1.4%) from 2016

Net Assets

Down

$1,642,519

Down $23,314 (-1.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin2nd percentile

Revenue

Up

$15,993

Up $9,665 (+153%) from 2016

Expenses

Up

$39,307

Up $11,875 (+43%) from 2016

Net Income

Down

-$23,314

Down $2,210 (-10%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,768,227Liabilities 2011: $2,934Net Assets 2011: $1,765,2932011Assets 2012: $1,800,606Liabilities 2012: $56,286Net Assets 2012: $1,744,3202012Assets 2013: $1,723,616Liabilities 2013: $0Net Assets 2013: $1,723,6162013Assets 2014: $1,705,401Liabilities 2014: $0Net Assets 2014: $1,705,4012014Assets 2015: $1,686,937Liabilities 2015: $0Net Assets 2015: $1,686,9372015Assets 2016: $1,665,833Liabilities 2016: $0Net Assets 2016: $1,665,8332016Assets 2017: $1,642,519Liabilities 2017: $0Net Assets 2017: $1,642,5192017Assets 2018: $1,609,238Liabilities 2018: $0Net Assets 2018: $1,609,2382018Assets 2019: $1,602,222Liabilities 2019: $0Net Assets 2019: $1,602,2222019Assets 2020: $1,577,156Liabilities 2020: $0Net Assets 2020: $1,577,1562020Assets 2021: $1,565,055Liabilities 2021: $6,800Net Assets 2021: $1,558,2552021Assets 2022: $1,553,522Liabilities 2022: $5,550Net Assets 2022: $1,547,9722022Assets 2023: $1,560,355Liabilities 2023: $1,253Net Assets 2023: $1,559,1022023Assets 2024: $1,568,440Liabilities 2024: $8,465Net Assets 2024: $1,559,9752024Assets 2025: $1,575,868Liabilities 2025: $1,896Net Assets 2025: $1,573,9722025

Highlighted filing

2017

Assets$1,642,519
Liabilities$0
Net Assets$1,642,519
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $7,003Expenses 2011: $34,006Net Income 2011: -$27,0032011Revenue 2012: $4,037Expenses 2012: $25,010Net Income 2012: -$20,9732012Revenue 2013: $67,191Expenses 2013: $87,895Net Income 2013: -$20,7042013Revenue 2014: $11,020Expenses 2014: $29,235Net Income 2014: -$18,2152014Revenue 2015: $8,840Expenses 2015: $27,304Net Income 2015: -$18,4642015Revenue 2016: $6,328Expenses 2016: $27,432Net Income 2016: -$21,1042016Revenue 2017: $15,993Expenses 2017: $39,307Net Income 2017: -$23,3142017Revenue 2018: $30,035Expenses 2018: $63,316Net Income 2018: -$33,2812018Revenue 2019: $31,282Expenses 2019: $38,298Net Income 2019: -$7,0162019Revenue 2020: $26,097Expenses 2020: $51,163Net Income 2020: -$25,0662020Revenue 2021: $16,760Expenses 2021: $31,070Net Income 2021: -$14,3102021Revenue 2022: $22,670Expenses 2022: $32,953Net Income 2022: -$10,2832022Revenue 2023: $50,976Expenses 2023: $39,846Net Income 2023: $11,1302023Revenue 2024: $35,696Expenses 2024: $34,823Net Income 2024: $8732024Revenue 2025: $54,787Expenses 2025: $40,790Net Income 2025: $13,9972025

Highlighted filing

2017

Revenue$15,993
Expenses$39,307
Net Income-$23,314
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 20, 2017
Return Version
2016v3.0
Gross Receipts
$82,849
Mission and Program Overview

Mission

Provide educational and charitable services to professional insurance agents in the insurance industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,227,236$1,207,874▼ $19,362
Cash and Non-Interest-Bearing Accounts$238,597$234,645▼ $3,952
Savings and Temporary Cash Investments$200,000$200,000→ $0
Total Assets$1,665,833$1,642,519▼ $23,314
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,653,369$1,628,891▼ $24,478
Temporarily Rstr Net Assets$12,464$13,628▲ $1,164
Total Net Assets Fund Balance$1,665,833$1,642,519▼ $23,314
Total Liabilities and Net Assets / Fund Balance$1,665,833$1,642,519▼ $23,314

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$778,462$190,203$968,665
Land$418,680-$418,680
Other Land Buildings$10,732$210,953$221,685
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Thad LeonardChairman
Joe L StrunkChairman Ele
Gerald W KeetonDirector
-CEO
Philip D EitzenImmediate Pa
Jeff BurtonSecretary
Chris S FloydTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,663
Program Service Revenue
$0
Investment Income
$2,186
Other Revenue
$8,144
All Other Contributions
$5,663
Change in Net Assets
$-23,314

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,993
Revenue Not Reported on Form 990
$66,856
Total Revenue per Audited Statements
$82,849
Total Revenue per Form 990
$15,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,308
Grants and Similar Amounts Paid$6,999
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$25,196$2,800-$27,996
Fees for Services Accounting$3,713$412-$4,125
Grants to Domestic Individuals$3,999--$3,999
Grants to Domestic Orgs$3,000--$3,000
Other Expenses$12$175-$12
Total Functional Expenses$35,920$3,387$0$39,307

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$106,163
Expenses Not Reported on Form 990$66,856
Expenses per Audited Statements$39,307
Total Expenses per Form 990$39,307
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 will be reviewed by management prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Board members review and sign the conflict of interest policy at each board meeting, and a copy of the signed document is included with the minutes from the meeting.”

Form 990, Page 6, Part VI, Line 15A

“The foundation has a common executive director with a related not-for- profit association. The executive director's compensation package is evaluated and approved annually by the board's executive committee. The compensation package is set based on the executive director's performance and based on the executive committee's knowledge of the industry and similar executive compensation packages.”

Form 990, Page 6, Part VI, Line 15B

“The executive director evaluates and sets the compensation for all other key employees. The annual evaluation and compensation packages are approved by the executive committee.”

Form 990, Page 6, Part VI, Line 19

“Documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Iiao Insurance Foundation
EIN
73-1317684
Phone
4058404426
Address
PO BOX 13490, OKLAHOMA CITY, OK 73113

Signing Officer

Name
Denise Johnson
Title
CEO
Phone
4058404426
Signed
2017-11-20
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Luton & Co Pllc
Address
201 NW 63RD ST STE 100, OKLAHOMA CITY, OK 73116
Preparer
David R Brady
Phone
4058487313
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Rental expenses 66,856 rental expenses -66,856”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“RENTAL EXPENSES 66,856”

Schedule D, Page 4, Part XII, Line 2D

“RENTAL EXPENSES 66,856”

Raw XML AppendixShowing 400 of 427 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE EDUCATIONAL AND CHARITABLE SERVICES TO PROFESSIONAL INSURANCE AGENTS IN THE INSURANCE INDUSTRY.
IRS990/AllOtherContributionsAmt05663
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0MALINDA DAY
IRS990/BooksInCareOfDetail/PhoneNum04058404426
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 13490
IRS990/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073113
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0238597
IRS990/CashNonInterestBearingGrp/EOYAmt0234645
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05663
IRS990/CYGrantsAndSimilarPaidAmt06999
IRS990/CYInvestmentIncomeAmt02186
IRS990/CYOtherExpensesAmt032308
IRS990/CYOtherRevenueAmt08144
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-23314
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt039307
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015993
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDING EDUCATION AND CHARITABLE SERVICES TO PROFESSIONAL INSURANCE AGENTS IN THE INSURANCE INDUSTRY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt031921
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0412
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03713
IRS990/FeesForServicesAccountingGrp/TotalAmt04125
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt02800
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt025196
IRS990/FeesForServicesManagementGrp/TotalAmt027996
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0DENISE JOHNSON
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt617956
IRS990/Form990PartVIISectionAGrp/PersonNm0THAD LEONARD
IRS990/Form990PartVIISectionAGrp/PersonNm1JOE L STRUNK
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRIS S FLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFF BURTON
IRS990/Form990PartVIISectionAGrp/PersonNm4PHILIP D EITZEN
IRS990/Form990PartVIISectionAGrp/PersonNm5GERALD W KEETON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6155016
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN ELE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PA
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CEO
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt03000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03999
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03999
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt082849
IRS990/GrossRentsGrp/RealAmt075000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02186
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02186
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0401156
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01227236
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01207874
IRS990/LandBldgEquipCostOrOtherBssAmt01609030
IRS990/LegalDomicileStateCd0OK
IRS990/LessRentalExpensesGrp/RealAmt066856
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE EDUCATIONAL AND CHARITABLE SERVICES TO PROFESSIONAL INSURANCE AGENTS IN THE INSURANCE INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01665833
IRS990/NetAssetsOrFundBalancesEOYAmt01642519
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt08144
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08144
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0CONTRIBUTIONS IN MEMORY
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0175
IRS990/OtherExpensesGrp/ProgramServicesAmt012
IRS990/OtherExpensesGrp/TotalAmt0175
IRS990/OtherExpensesGrp/TotalAmt112
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0DENISE JOHNSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SCHOLARSHIPS FOR CONTINUING EDUCATION IN THE FIELD OF INSURANCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03999
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03999
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05449
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05590
IRS990/PYInvestmentIncomeAmt01485
IRS990/PYOtherExpensesAmt021842
IRS990/PYOtherRevenueAmt0-606
IRS990/PYRevenuesLessExpensesAmt0-21104
IRS990/PYTotalExpensesAmt027432
IRS990/PYTotalRevenueAmt06328
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-23314
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt08144
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0200000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200000
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION SUPPORTS THE MISSION OF THE INDEPENDENT INSURANCE AGENTS OF OKLAHOMA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION'S SUPPORT IS LIMITED TO SCHOLARSHIP PROGRAMS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE FOUNDATION'S SUPPORT IS LIMITED TO SCHOLARSHIP PROGRAMS AND ARE PAID DIRECTLY TO THE RECIPIENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE FOUNDATION'S ACTIVITY WAS LIMITED TO SCHOLARSHIP PROGRAM SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4WERE IT NOT FOR THE FOUNDATION, THESE ACTIVITIES WOULD BE CONDUCTED BY THE ASSOCIATION(AS A FULLY QUALIFIED CHARITABLE ACTIVITY).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION A, LINE 3C
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0731392293
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OKLAHOMA ASSOCIATION OF INSURANCE AGENTS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0OKLAHOMA ASSOCIATION OF INSURANCE AGENTS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0778462
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0190203
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0968665
IRS990ScheduleD/ExpensesNotReportedAmt066856
IRS990ScheduleD/ExpensesSubtotalAmt039307
IRS990ScheduleD/LandGrp/BookValueAmt0418680
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0418680
IRS990ScheduleD/OtherExpensesIncludedAmt066856
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010732
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0210953
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0221685
IRS990ScheduleD/OtherRevenueAmt066856
IRS990ScheduleD/RevenueNotReportedAmt066856
IRS990ScheduleD/RevenueSubtotalAmt015993
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RENTAL EXPENSES 66,856
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES 66,856
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01207874
IRS990ScheduleD/TotalExpensesPerForm990Amt039307
IRS990ScheduleD/TotalRevenuePerForm990Amt015993
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt082849
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0106163
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt08716
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0DENISE JOHNSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0137900
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt015215
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt02741
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt08400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0172972
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CHIEF EXECUTIVE OFFICER IS PAID BY A RELATED ENTITY (INDEPENDENT INSURANCE AGENTS OF OKLAHOMA).
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART III
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/TravelForCompanionsInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 WILL BE REVIEWED BY MANAGEMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY AT EACH BOARD MEETING, AND A COPY OF THE SIGNED DOCUMENT IS INCLUDED WITH THE MINUTES FROM THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION HAS A COMMON EXECUTIVE DIRECTOR WITH A RELATED NOT-FOR- PROFIT ASSOCIATION. THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE IS EVALUATED AND APPROVED ANNUALLY BY THE BOARD'S EXECUTIVE COMMITTEE. THE COMPENSATION PACKAGE IS SET BASED ON THE EXECUTIVE DIRECTOR'S PERFORMANCE AND BASED ON THE EXECUTIVE COMMITTEE'S KNOWLEDGE OF THE INDUSTRY AND SIMILAR EXECUTIVE COMPENSATION PACKAGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR EVALUATES AND SETS THE COMPENSATION FOR ALL OTHER KEY EMPLOYEES. THE ANNUAL EVALUATION AND COMPENSATION PACKAGES ARE APPROVED BY THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RENTAL EXPENSES 66,856 RENTAL EXPENSES -66,856
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OKLAHOMA ASSOC OF INS AGENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0731392293
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt06
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt09417 N KELLEY AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073114
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt012464
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt013628
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01665833
IRS990/TotalAssetsEOYAmt01642519
IRS990/TotalAssetsGrp/BOYAmt01665833
IRS990/TotalAssetsGrp/EOYAmt01642519
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt05663
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03387
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035920
IRS990/TotalFunctionalExpensesGrp/TotalAmt039307
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01665833
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01642519
IRS990/TotalOtherCompensationAmt017956
IRS990/TotalProgramServiceExpensesAmt035920
IRS990/TotalRevenueGrp/ExclusionAmt010330
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015993
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01665833
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01642519
IRS990/TotReportableCompRltdOrgAmt0155016
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01653369
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01628891
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 13490
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073113
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE JOHNSON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,642,519
Liabilities
$0
Net assets
$1,642,519
Revenue
$15,993
Expenses
$39,307
Net income
-$23,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.57$0.05$0.04$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.01$1.56$0.04$0.03$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.05$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.01$1.55$0.02$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.01$1.56$0.02$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.03$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.03$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.03$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.02$0.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.01$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.01$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.01$0.03$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.00$1.72$0.07$0.09$0.02
2012Summary only. Only limited summary data is available for this year.$1.80$0.06$1.74$0.00$0.03$0.02
2011Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$0.01$0.03$0.03