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← OKLAHOMA ASSOCIATION OF INSURANCE AGENTS

Form 990 for tax year 2024

Filed by OKLAHOMA ASSOCIATION OF INSURANCE AGENTS.

Totals

Total revenue
$1,298,874
Total expenses
$1,327,184
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,187,570
Investment income
$13,233
Other revenue
$98,071
Total assets, end of year
$1,452,254
Total liabilities, end of year
$447,462
Net assets or fund balances, end of year
$1,004,792
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $336,066 · related or exempt $336,066

  • 2b · Program service revenue: ANNUAL CONFERENCE

    total $246,365 · related or exempt $246,365

  • 2c · Program service revenue: OTHER

    total $178,960 · related or exempt $178,960

  • 2d · Program service revenue: CERTIFIED INS COUNSELOR

    total $150,483 · related or exempt $150,483

  • 2e · Program service revenue: YOUNG AGENTS

    total $99,231 · related or exempt $99,231

  • 2f · All other program service revenue

    total $176,465 · related or exempt $176,465

  • 3 · Investment income

    total $13,233 · excluded $13,233

  • 5 · Royalties

    total $98,046 · excluded $98,046

  • 11a · Other revenue: OTHER

    total $25 · excluded $25

  • 11e · Other revenue, total

    $25

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $268,866

  • 7 · Other salaries and wages

    total $538,680

  • 8 · Pension plan contributions

    total $52,646

  • 9 · Other employee benefits

    total $72,984

  • 10 · Payroll taxes

    total $55,529

  • 11g · Fees: other

    total $118,907

  • 12 · Advertising and promotion

    total $16,226

  • 14 · Information technology

    total $12,224

  • 16 · Occupancy

    total $17,500

  • 19 · Conferences, conventions and meetings

    total $226,745

  • 22 · Depreciation, depletion and amortization

    total $109

  • 23 · Insurance

    total $31,554

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $165,027

  • 24b · Other expenses: EDUCATION PROGRAMS

    total $148,324

  • 24c · Other expenses: OTHER MEMBER EVENTS

    total $136,799

  • 24d · Other expenses: COMMITTEE EXPENSES

    total $97,834

  • 24e · All other expenses

    total -$632,770

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,092,334 · end of year $1,189,474

  • 4 · Accounts receivable

    beginning of year $251,112 · end of year $12,213

  • 9 · Prepaid expenses and deferred charges

    beginning of year $963 · end of year $963

  • 10a · Land, buildings and equipment: cost or other basis

    $47,839

  • 10b · Land, buildings and equipment: accumulated depreciation

    $47,468

  • 10c · Land, buildings and equipment, net

    beginning of year $480 · end of year $371

  • 15 · Other assets

    beginning of year $155,634 · end of year $249,233

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,748 · end of year $169,225

  • 19 · Deferred revenue

    beginning of year $460,673 · end of year $276,393

  • 25 · Other liabilities

    end of year $1,844

  • 27 · Net assets without donor restrictions

    beginning of year $1,033,102 · end of year $1,004,792

Mission and programs · 2024

Mission

PROVIDES EDUCATION AND CERTIFICATION PROGRAMS FOR INDEPENDENT INSURANCE AGENTS

  • CERTIFIED INSURANCE COUNSELOR EDUCATION

  • ANNUAL STATE CONVENTION

  • CERTIFIED INSURANCE SERVICE REPRESENTATIVE EDUCATION

  • OTHER MEMBER/PROGRAM SERVICES.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Vicky Courtney

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Kathy Reeser

    CHAIRMAN ELE

    Total calculated
    $0
    Hours/week
    2

  • Scott Dull

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Guy Griggs

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Vaughn Graham Jr

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    2

  • Chris S Floyd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rob Piearcy

    LIAISON

    Total calculated
    $0
    Hours/week
    2

  • Trent Willis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Helen Kasper

    PAST CHAIRMA

    Total calculated
    $0
    Hours/week
    2

  • Jase Riggs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Denise Johnson

    PRES/CEO

    Total calculated
    $250,714
    From this org
    $227,787
    From related orgs
    $0
    Other
    $22,927
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,292
    Bonus
    $19,495
    Other
    not reported
    Deferred
    $8,487
    Nontaxable benefits
    $14,440
    Filer's total
    $250,714

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

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • OAIA SERVICE CORPORATION

    SERVICE · OK

  • INSURANCE PLAN SERVICES

    MANAGEMENT · OK

Provenance

Return type
form_990
Tax year
2024
Filed
10 October 2025
IRS schema version
2024v5.0
Source object
202532879349302268

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