INDEPENDENT INSURANCE AGENTS ASSOCIATION OF GREATER OKLAHOMA CITY INC (EIN 730381354) - 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

1959

Legal Domicile

Principal Officer

MARK CARLIN

Phone

4058435678

Tax Period

2023-10-01 to 2024-06-30

INDEPENDENT INSURANCE AGENTS ASSOCIATION OF GREATER OKLAHOMA CITY INC, founded in 1959, is a small nonprofit that reported $689K in total revenue in fiscal year 2023. Revenue surged 200% from the prior year, signaling strong growth momentum. The organization ran a surplus of $355K, a strong 51% operating margin.

Mission

PROMOTION OF PUBLIC SAFETY AND FIRE PREVENTION

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $545,496

Investment Income $143,300

Other Revenue $0

TOTAL REVENUE $688,796

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $27,000

Fundraising Expenses $0

Other Expenses $295,141

TOTAL EXPENSES $334,141

Year-over-Year Comparison

	2023	2022	Change
Revenue	$688,796	$229,940	+2.0%
Expenses	$334,141	$338,629	0.0%
Net Income	$354,655	$-108,689	-4.3%

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

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

$27,000

Total Directors

$27,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK CARLIN	Secretary/Treas	4.50	Officer Director	$27,000	$0	$27,000
KEVIN FILLMORE	Director	0.50	Officer Director	$0	$0	$0
KRISTA KAUTZ	Director	0.50	Officer Director	$0	$0	$0
CHRIS TORRES	Vice President	0.50	Director	$0	$0	$0
KELLY MCLEMORE	PAST PRESIDENT	0.50	Director	$0	$0	$0
SHANIA SLAVICK	Advertising	0.50	Director	$0	$0	$0
LEANN SANDERSON	Director	0.50	Director	$0	$0	$0
GERALD KEETON	Schools	0.50	Director	$0	$0	$0
STEWART BERRONG	President	0.50	Director	$0	$0	$0
DAVID PAINE	Director	0.50	Director	$0	$0	$0
AVERY MOORE	SCHOOLS	0.50	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
2024	$688,796	$334,141	$1,445,222	$354,655
2023	$229,940	$338,629	$1,090,567	$-108,689
2021	$504,340	$205,400	$1,196,146	$298,940
2020	$284,405	$191,267	$897,206	$93,138
2019	$231,672	$203,314	$804,068	$28,358
2018	$223,899	$207,776	$789,120	$16,123

INDEPENDENT INSURANCE AGENTS ASSOCIATION OF GREATER OKLAHOMA CITY INC