INDEPENDENT INSURANCE AGENTS AND BROKERS OF OREGON

EIN: 930241594

PORTLAND, OR

Total Revenue
$539,588
Total Expenses
$549,778
Total Assets
$530,589
Net Assets
$227,279
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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
OR
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.

Program Service Accomplishments

Program 1

PROVIDES AN EDUCATIONAL OPPORTUNITY FOR MEMBERS TO KEEP ABREAST OF CURRENT TRENDS IN THE INDUSTRY, TO NETWORK WITH OTHER MEMBERS AND TO EXAMINE THE LATEST PRODUCTS AVAILABLE FROM SUPPLIERS.

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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%)

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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

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Governance

Voting Members
20
Independent Members
20
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
7
$117,780
Total Directors
20
$117,780
Key Employees
0
$0
Highest Compensated
0
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
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