MISSOURI ASSOCIATION OF INSURANCE AGENTS

EIN: 440580960

JEFFERSON CITY, MO

Total Revenue
$1,627,050
Total Expenses
$1,437,420
Total Assets
$7,737,835
Net Assets
$7,232,766
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1958
Legal Domicile
MO
Principal Officer
MATTHEW BARTON
Phone
5738934301
Tax Period
2024-09-01 to 2025-08-31

MISSOURI ASSOCIATION OF INSURANCE AGENTS, founded in 1958, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Expenses of $1.4M left a modest 12% surplus.

Mission

THE ASSOCIATION'S GOAL IS TO EDUCATE AND INFORM THE STATE'S PROFESSIONAL INDEPENDENT INSURANCE AGENTS, PROMOTE HIGH STANDARDS OF CONDUCT AMONG ITS MEMBERS, AND REPRESENT THE INTERESTS OF ITS MEMBERS AND THEIR CLIENTS IN LEGISLATIVE, REGULATORY, AND JUDICIAL ARENAS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $271,627
Program Service Revenue $872,860
Investment Income $215,193
Other Revenue $267,370
TOTAL REVENUE $1,627,050

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,437,420
TOTAL EXPENSES $1,437,420

Year-over-Year Comparison

2024 2023 Change
Revenue $1,627,050 $1,548,553 +0.1%
Expenses $1,437,420 $1,396,039 +0.0%
Net Income $189,630 $152,514 +0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
22
Independent Members
22
Employees
N/A
Volunteers
70

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
9
$349,771
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MATTHEW BARTON CEO 40.00
Officer
$0 $19,984 $225,120
SHERYL VAN LEER COO 40.00
Officer
$0 $16,203 $124,651
MATTHEW ALEXANDER BOARD MEMBER 1.00
Director
$0 $0 $0
MARK BAKER BOARD MEMBER 1.00
Director
$0 $0 $0
NICHOLAS BRENZIER SECRETARY/TR 1.00
Officer Director
$0 $0 $0
PAUL CARCAGNO BOARD MEMBER 1.00
Director
$0 $0 $0
MICHELE DEVORE BOARD MEMBER 1.00
Director
$0 $0 $0
BRADLEY GREER IIABA DIRECT 1.00
Officer Director
$0 $0 $0
HEATH GREER BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID HALL BOARD MEMBER 1.00
Director
$0 $0 $0
ROSS INGERSOLL BOARD MEMBER 1.00
Director
$0 $0 $0
LADEENA JAMES PRESIDENT-EL 1.00
Officer Director
$0 $0 $0
DAVID LINHARDT BOARD MEMBER 1.00
Director
$0 $0 $0
DENNIS F LUEBBERING IMM PAST PRE 1.00
Officer Director
$0 $0 $0
PARKER MILLS BOARD MEMBER 1.00
Director
$0 $0 $0
LARA MOFFITT BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES NEUNER VICE PRESIDE 1.00
Officer Director
$0 $0 $0
RICHARD OLLIS BOARD MEMBER 1.00
Director
$0 $0 $0
FREDERICK PRATHER BOARD MEMBER 1.00
Director
$0 $0 $0
ANDY REAVIS BOARD MEMBER 1.00
Director
$0 $0 $0
DANIEL RODENFELS BOARD MEMBER 1.00
Director
$0 $0 $0
RANDAL W SMART PIA NATIONAL 1.00
Officer Director
$0 $0 $0
MATTHEW SPEIGHT PRESIDENT 1.00
Officer Director
$0 $0 $0
JONATHAN STAHLY BOARD MEMBER 1.00
Director
$0 $0 $0
HOLLY STARK BOARD MEMBER 1.00
Director
$0 $0 $0
CLARE ZANGER BOARD MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,627,050 $1,437,420 $7,737,835 $189,630
2024 $1,548,553 $1,396,039 $7,083,578 $152,514
2023 $1,433,109 $1,377,045 $6,302,276 $56,064
2022 $1,409,542 $1,340,370 $5,920,618 $69,172
2021 $1,191,356 $1,086,431 $5,980,230 $104,925
2020 $1,217,570 $1,107,622 $5,204,116 $109,948
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