INDEPENDENT INSURANCE AGENTS AND BROKERS OF OREGON (EIN 930241594) - 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

1986

Legal Domicile

Principal Officer

TYRA DRESSEL

Phone

5037655483

Tax Period

2023-07-01 to 2024-06-30

INDEPENDENT INSURANCE AGENTS AND BROKERS OF OREGON, founded in 1986, is a small nonprofit that reported $540K in total revenue in fiscal year 2023.

Mission

PROFESSIONAL DEVELOPMENT FOR INSURANCE AGENTS LOCATED WITHIN OREGON.

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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 $397,331

Program Service Revenue $135,614

Investment Income $4,359

Other Revenue $2,284

TOTAL REVENUE $539,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $549,778

TOTAL EXPENSES $549,778

Year-over-Year Comparison

	2023	2022	Change
Revenue	$539,588	$529,712	+0.0%
Expenses	$549,778	$562,307	0.0%
Net Income	$-10,190	$-32,595	-0.7%

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

$117,780

Total Directors

$117,780

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIE WEILAND	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROGER BEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLYLE IRWIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA WILLIAMS	NEXTGEN CHAIR	1.00	Director	$0	$0	$0
DALLAS ROSS	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
KRISTON COLLIER	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSS SCHWEIKERT	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS HUWALDT	BOARD MEMBER	1.00	Director	$0	$0	$0
DELLAS WALDO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHEN SMELLEY	NATIONAL DIRECTOR	1.00	Officer Director	$0	$0	$0
TJ SULLIVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KAITLYNN BLACKSHER	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE LACESA	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWARD DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNDSAY KOOISTRA	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM CUNDARI	FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
MICHELLE GALLARDO	BOARD MEMBER	1.00	Director	$0	$0	$0
TYRA DRESSEL	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$0	$117,780
MPALENG KHOTHULE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE EGLI	BOARD MEMBER	1.00	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	$539,588	$549,778	$530,589	$-10,190
2023	$529,712	$562,307	$607,899	$-32,595
2022	$391,896	$314,345	$698,092	$77,551
2021	$371,900	$345,001	$684,539	$26,899
2020	$414,490	$400,295	$543,677	$14,195
2019	$328,915	$390,079	$447,416	$-61,164

INDEPENDENT INSURANCE AGENTS AND BROKERS OF OREGON