Totals
- Total revenue
- $54,787
- Total expenses
- $40,790
- Contributions and grants received
- $5,253
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $15,218
- Other revenue
- $34,316
- Total assets, end of year
- $1,575,868
- Total liabilities, end of year
- $1,896
- Net assets or fund balances, end of year
- $1,573,972
- Program services expenses (Part IX)
- $31,950
- Management and general expenses
- $8,840
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $31,950
Program services were 78.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$5,253
-
3 · Investment income
total $15,218 · excluded $15,218
-
6a · Gross rents
real property $115,000
-
6b · Less rental expenses
real property $80,684
-
6c · Rental income or loss
real property $34,316
-
6d · Net rental income or loss
total $34,316 · excluded $34,316
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $28,000 · program services $25,200 · management and general $2,800
-
11c · Fees: accounting
total $7,500 · program services $6,750 · management and general $750
-
13 · Office expenses
total $290 · management and general $290
-
24a · Other expenses: DONATIONS
total $5,000 · management and general $5,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $278,385 · end of year $298,007
-
10a · Land, buildings and equipment: cost or other basis
$1,660,570
-
10b · Land, buildings and equipment: accumulated depreciation
$614,491
-
10c · Land, buildings and equipment, net
beginning of year $1,069,859 · end of year $1,046,079
-
15 · Other assets
beginning of year $220,196 · end of year $231,782
-
17 · Accounts payable and accrued expenses
beginning of year $1,635 · end of year $1,846
-
25 · Other liabilities
beginning of year $6,830 · end of year $50
-
27 · Net assets without donor restrictions
beginning of year $1,519,716 · end of year $1,529,460
-
28 · Net assets with donor restrictions
beginning of year $40,259 · end of year $44,512
Mission and programs · 2024
Mission
PROVIDE EDUCATIONAL AND CHARITABLE SERVICES TO PROFESSIONAL INSURANCE AGENTS IN THE INSURANCE INDUSTRY.
-
TO PROVIDE SCHOLARSHIPS FOR CONTINUING EDUCATION IN THE FIELD OF INSURANCE
Expenses $31,950
As filed on the 2024 return.
Listed in Part VII
-
Denise JohnsonDENISE JOHNSON
CEO
- Total calculated
- $250,714
- From this org
- $0
- From related orgs
- $227,787
- Other
- $22,927
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- not reported + $208,292 related
- Bonus
- not reported + $19,495 related
- Other
- not reported
- Deferred
- not reported + $8,487 related
- Nontaxable benefits
- not reported + $14,440 related
- Filer's total
- not reported + $250,714 related
-
Vicky CourtneyVICKY COURTNEY
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Scott DullSCOTT DULL
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Chris S FloydCHRIS S FLOYD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Guy GriggsGUY GRIGGS
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Vaughn Graham JrVAUGHN GRAHAM JR
IMMEDIATE PA
- Total calculated
- $0
- Hours/week
- 2
-
Helen KasperHELEN KASPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rob PiearcyROB PIEARCY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kathy ReeserKATHY REESER
CHAIRMAN ELE
- Total calculated
- $0
- Hours/week
- 2
-
Jase RiggsJASE RIGGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Trent WillisTRENT WILLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Travel for companions
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART III
- THE CHIEF EXECUTIVE OFFICER IS PAID BY A RELATED ENTITY (INDEPENDENT INSURANCE AGENTS OF OKLAHOMA).
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
6 · ASSOC · OK
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 October 2025
- IRS schema version
- 2024v5.0
- Source object
- 202512879349302131
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