Civic Intelligence

Independent Insurance Agents Assoc of Greater Oklahoma City Inc.

990EZ • Fiscal year 2016 • EIN 73-6125907

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 04, 2017

PO Box 18577Oklahoma City, OK 73154

(405) 843-5678

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

43rd percentile

0.5%

Higher net margin than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

5.7%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

-2.5%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$353,058

Up $19,139 (+5.7%) from 2015

Net Assets

$353,058

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$48,514

Down $1,230 (-2.5%) from 2015

Expenses

Down

$48,260

Down $366 (-0.8%) from 2015

Net Income

Down

$254

Down $864 (-77%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $280,066Liabilities 2011: $02011Assets 2012: $289,160Liabilities 2012: $02012Assets 2013: $324,070Liabilities 2013: $02013Assets 2014: $339,078Liabilities 2014: $02014Assets 2015: $333,919Liabilities 2015: $02015Assets 2016: $353,058Liabilities 2016: $0Net Assets 2016: $353,0582016Assets 2019: $294,628Liabilities 2019: $02019Assets 2020: $292,335Liabilities 2020: $12020Assets 2021: $323,901Liabilities 2021: $0Net Assets 2021: $323,9012021Assets 2023: $279,799Liabilities 2023: $12023

Highlighted filing

2016

Assets$353,058
Liabilities$0
Net Assets$353,058

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $50,485Expenses 2011: $44,770Net Income 2011: $5,7152011Revenue 2012: $48,842Expenses 2012: $39,748Net Income 2012: $9,0942012Revenue 2013: $48,829Expenses 2013: $46,447Net Income 2013: $2,3822013Revenue 2014: $45,949Expenses 2014: $46,750Net Income 2014: -$8012014Revenue 2015: $49,744Expenses 2015: $48,626Net Income 2015: $1,1182015Revenue 2016: $48,514Expenses 2016: $48,260Net Income 2016: $2542016Revenue 2019: $6,213Expenses 2019: $30,893Net Income 2019: -$24,6802019Revenue 2020: $5,221Expenses 2020: $22,593Net Income 2020: -$17,3722020Revenue 2021: $8,488Expenses 2021: $21,780Net Income 2021: -$13,2922021Revenue 2023: $7,607Expenses 2023: $15,587Net Income 2023: -$7,9802023

Highlighted filing

2016

Revenue$48,514
Expenses$48,260
Net Income$254
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 4, 2017
Return Version
2015v3.0
Gross Receipts
$75,492
Mission and Program Overview

Mission

The purpose of the independent insurance agents association of greater oklahoma city foundation, inc. Is to administer safety programs and provide scholarships to oklahoma students.

Program Services

DescriptionGrantsExpenses
PROVIDES SCHOLARSHIP FUNDS BENEFITING STUDENTS IN DISTRICTS SERVED BY INDEPENDENT INSURANCE AGENTS ASSOCIATION.$45,000$48,260
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN TEUBNERDirector-$0--
JASON GREENPast President-$0--
KENT CARLINSecretary/Treasurer-$0--
DON JACKSDirector-$0--
KEVIN FILLMOREDirector-$0--
DAVID PAINEDirector-$0--
KAREN NESTERVice President-$0--
JEFF CAMPBELLPresident-$0--
Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents Association
EIN
73-6125907
Phone
4058435678
Address
PO BOX 18577, OKLAHOMA CITY, OK 73154

Signing Officer

Name
Kent Carlin
Title
Secretary/treasurer
Phone
4058435678
Signed
2017-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
1601 NW EXPRESSWAY SUITE 1900, OKLAHOMA CITY, OK 73118
Preparer
Travis Lowry
Phone
4054783334
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest and dividend income. Amount: 4,538.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarships. Grantee name: various. Grantee relationship: none. Property description: scholarships. Amount given: 45,000.

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

Description: investment fees. Amount: 1,610.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on investments. Amount: 18,885.

Raw XML Appendix203 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KENT CARLIN
IRS990EZ/BooksInCareOfDetail/PhoneNum04058435678
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 18577
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073154
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0333919
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0353058
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt044000
IRS990EZ/CostOrOtherBasisExpenseSaleAmt026978
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/FiledScheduleAInd01
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-24
IRS990EZ/GrantsAndSimilarAmountsPaidAmt045000
IRS990EZ/GrossReceiptsAmt075492
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0353058
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RYAN TEUBNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASON GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KENT CARLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DON JACKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEVIN FILLMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID PAINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KAREN NESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFF CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt018885
IRS990EZ/OtherExpensesTotalAmt01610
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE INDEPENDENT INSURANCE AGENTS ASSOCIATION OF GREATER OKLAHOMA CITY FOUNDATION, INC. IS TO ADMINISTER SAFETY PROGRAMS AND PROVIDE SCHOLARSHIPS TO OKLAHOMA STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES SCHOLARSHIP FUNDS BENEFITING STUDENTS IN DISTRICTS SERVED BY INDEPENDENT INSURANCE AGENTS ASSOCIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048260
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt026954
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt048260
IRS990EZ/TotalProgramServiceExpensesAmt048260
IRS990EZ/TotalRevenueAmt048514
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt044000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt044000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt042000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt044000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0218000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04538
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01949
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt084
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01554
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011293
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04538
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01949
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt084
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01554
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011293
IRS990ScheduleA/InvestmentIncomeCYPct00.04930
IRS990ScheduleA/InvestmentIncomePYPct00.04830
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95070
IRS990ScheduleA/PublicSupportPY509Pct00.95170
IRS990ScheduleA/PublicSupportTotal509Amt0218000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044000
IRS990ScheduleA/Total509Grp/TotalAmt0218000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048538
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045949
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045554
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0229293
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST AND DIVIDEND INCOME. AMOUNT: 4,538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SCHOLARSHIPS. AMOUNT GIVEN: 45,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVESTMENT FEES. AMOUNT: 1,610.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 18,885.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENT CARLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04058435678
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT INSURANCE AGENTS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF GREATER OKLAHOMA CITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0736125907
ReturnHeader/Filer/PhoneNum04058435678
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 18577
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073154
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 NW EXPRESSWAY SUITE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073118
ReturnHeader/PreparerPersonGrp/PhoneNum04054783334
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRAVIS LOWRY
ReturnHeader/ReturnTs02017-08-10T16:17:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

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