INDEPENDENT AGENTS ASSOCIATION EXECUTIVES INC (EIN 582004363) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

MARK A MALE

Phone

4017322400

Tax Period

2025-01-01 to 2025-12-31

INDEPENDENT AGENTS ASSOCIATION EXECUTIVES INC, founded in 1992, is a small nonprofit in the Community Improvement sector that reported $236K in total revenue in fiscal year 2025. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $276K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE ASSOCIATION IS A NON-PROFIT ORGANIZATION WHOSE PURPOSE IS TO ENHANCE THE ABILITY OF ITS MEMBERS TO PROFESSIONALLY MANAGE THE AFFAIRS OF THE ASSOCIATIONS THEY REPRESENT VIA EDUCATION COMMUNICATION.

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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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $172,509

Program Service Revenue $42,188

Investment Income $11,380

Other Revenue $10,214

TOTAL REVENUE $236,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $167,934

Other Expenses $275,504

TOTAL EXPENSES $275,504

Year-over-Year Comparison

	2025	2024	Change
Revenue	$236,291	$200,594	+0.2%
Expenses	$275,504	$234,063	+0.2%
Net Income	$-39,213	$-33,469	+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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT BANASZYNSKI	PRESIDENT	001.00	Officer Director	$0	$0	$0
KELLEY ERSTINE	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
TARA PURVIS	SECRETARY	001.00	Officer Director	$0	$0	$0
APRIL GOODIN	TREASURER	001.00	Officer Director	$0	$0	$0
JOHN BARBOUR	IMMED. PAST PRESIDENT	001.00	Officer Director	$0	$0	$0
MARK MALE	EXECUTIVE DIRECTOR	001.00	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	$236,291	$275,504	$294,677	$-39,213
2024	$200,594	$234,063	$336,103	$-33,469
2023	$205,652	$164,309	$352,156	$41,343
2019	$205,662	$183,593	$312,585	$22,069

INDEPENDENT AGENTS ASSOCIATION EXECUTIVES INC