DENVER, CO
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)INDEPENDENT INSURANCE AGENTS ASSOC OF MONTANA INC, founded in 1958, is a small nonprofit that reported $558K in total revenue in fiscal year 2025. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $244K, a strong 44% operating margin.
PROVIDE PRODUCTS AND SERVICES TO MEMBERS, PROVIDE LEGISLATIVE AND REGULATORY ADVOCACY, COMMUNICATE WITH MEMBERS IN REGARDS TO THE INSURANCE INDUSTRY AND DEVELOPMENTS.
HOST CONFERENCE AND TRADE SHOW FOR INDEPENDENT INSURANCE AGENTS.
PROVIDE EDUCATIONAL CLASSES TO PROFESSIONALS OF THE INSURANCE INDUSTRY.
PROVIDE PRODUCTS AND SERVICES TO MEMBERS AND COMMUNICATION WITH MEMBERS AND ADVOCACY.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2025 | 2024 | Change | |
|---|---|---|---|
| Revenue | $557,623 | $384,538 | +0.5% |
| Expenses | $313,917 | $272,666 | +0.2% |
| Net Income | $243,706 | $111,872 | +1.2% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| HEATH RICHMAN | PRESIDENT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JEANETTE ALBRECHT | VICE PRESIDENT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| KENDALL MASSIE | IMMEDIATE PAST CHAIR | 1.00 |
Director
|
$0 | $0 | $0 |
| TOM CHAMBERLIN | NATIONAL DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ERICA MERCILL | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| AMANDA OLSON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CAMI SKINNER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KENZIE GREER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| BRYAN BERNIER | EXECUTIVE DIRECTOR | 1.00 |
Officer
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $557,623 | $313,917 | $1,767,017 | $243,706 |
| 2024 | $384,538 | $272,666 | $1,479,946 | $111,872 |
| 2023 | $301,162 | $266,008 | $1,356,193 | $35,154 |
| 2022 | $315,869 | $322,223 | $1,298,262 | $-6,354 |
| 2021 | $342,717 | $327,709 | $1,367,262 | $15,008 |
| 2020 | $166,347 | $179,422 | $1,288,548 | $-13,075 |
| 2019 | $178,329 | $178,721 | $1,235,471 | $-392 |
| 2018 | $151,549 | $140,260 | $1,181,848 | $11,289 |
Compare INDEPENDENT INSURANCE AGENTS ASSOC OF MONTANA INC with other nonprofits in Colorado and across the country.