INDEPENDENT INSURANCE AGENTS OF TARRANT COUNTY (EIN 756036528) - 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

1975

Legal Domicile

Principal Officer

TOM PARKER

Phone

8175489691

Tax Period

2023-09-01 to 2024-08-31

INDEPENDENT INSURANCE AGENTS OF TARRANT COUNTY, founded in 1975, is a small nonprofit that reported $192K in total revenue in fiscal year 2023. Expenses of $185K left a modest 4% surplus.

Mission

IT IS OUR MISSION TO PROMOTE THE SUCCESS OF OUR MEMBERS BY STRENGTHENING RELATIONSHIPS WHILE PROVIDING OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT, POLITICAL ADVOCACY, AND COMMUNITY OUTREACH.

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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 $38,115

Program Service Revenue $154,171

Investment Income $62

Other Revenue $0

TOTAL REVENUE $192,348

Expense Breakdown

Grants Paid $0

Salaries & Benefits $69,513

Fundraising Expenses $0

Program Expenses $83,187

Other Expenses $115,000

TOTAL EXPENSES $184,513

Year-over-Year Comparison

	2023	2022	Change
Revenue	$192,348	$187,060	+0.0%
Expenses	$184,513	$170,348	+0.1%
Net Income	$7,835	$16,712	-0.5%

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

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
BRIAN TUCKER	IMMEDIATE PAST PRESIDENT	001.00	Director	$0	$0	$0
TOM PARKER	PRESIDENT	001.00	Officer Director	$0	$0	$0
STORMIE PARTEE	VICE PRESIDENT-MEMBERSHIP	001.00	Officer Director	$0	$0	$0
CHELSEA JAMES	VICE PRESIDENT-PROGRAMS	001.00	Officer Director	$0	$0	$0
RONNIE BROWN	SECRETARY/TREASURER	001.00	Officer Director	$0	$0	$0
LYNSIE DECET	DIRECTOR	001.00	Director	$0	$0	$0
MICHAEL MATTHEWS	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	No data	No data	No data	No data
2024	$192,348	$184,513	$178,981	$7,835
2023	$187,060	$170,348	$171,146	$16,712
2022	$169,231	$164,765	$154,434	$4,466
2021	$129,420	$125,378	$149,968	$4,042
2020	$130,979	$139,932	$145,926	$-8,953

INDEPENDENT INSURANCE AGENTS OF TARRANT COUNTY