Independent Insurance Agents of Dallas (EIN 750224100) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1932

Legal Domicile

Tax Period

2023-09-01 to 2024-08-31

Independent Insurance Agents of Dallas, founded in 1932, is a small nonprofit that reported $644K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $861K exceeded revenue, resulting in a 34% operating deficit.

Mission

Serving and strengthening independent insurance agents through education, prepetutation and promotion of goodwill

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $139,451

Program Service Revenue $346,828

Investment Income $38,554

Other Revenue $118,816

TOTAL REVENUE $643,649

Expense Breakdown

Grants Paid $14,000

Salaries & Benefits $418,044

Fundraising Expenses $0

Program Expenses $197,890

Other Expenses $429,243

TOTAL EXPENSES $861,287

Year-over-Year Comparison

	2023	2022	Change
Revenue	$643,649	$584,396	+0.1%
Expenses	$861,287	$846,767	+0.0%
Net Income	$-217,638	$-262,371	-0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$116,400

Total Directors

$116,400

Key Employees

$115,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeff Breor	Executive Director	0.00	Officer Director	$116,400	$0	$116,400
John Spicer	Director IES	40.00	Key Emp	$115,000	$0	$115,000
Sheri Fite	Director	0.00	Director	$0	$0	$0
Jacob Eisenrich	Director	2.00	Director	$0	$0	$0
Connor Sparks	Director	2.00	Director	$0	$0	$0
Nicole Peer	Director	2.00	Director	$0	$0	$0
Paul Lawson	Directore	2.00	Director	$0	$0	$0
Allison Nixon	Director	2.00	Director	$0	$0	$0
Ralph French	Director	2.00	Director	$0	$0	$0
Paul Fredette	Director	2.00	Director	$0	$0	$0
Kelsey Swingle Robertson	President Elect	2.00	Director	$0	$0	$0
Brandon McCrary	Director	2.00	Director	$0	$0	$0
Russell Luttrell	President Elect	2.00	Director	$0	$0	$0
Gary Lindsey	President	42.00	Officer Director	$0	$0	$0
Von Beaux	Secretary Treasurer	2.00	Officer 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	$643,649	$861,287	$1,234,336	$-217,638
2023	$1,037,191	$846,767	$1,443,954	$190,424
2022	$852,739	$712,377	$1,260,237	$140,362
2021	$592,038	$654,457	$1,208,047	$-62,419
2020	$654,643	$711,989	$1,192,706	$-57,346
2019	$919,758	$777,127	$1,283,496	$142,631
2018	$848,781	$679,344	$1,176,767	$169,437

Independent Insurance Agents of Dallas