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Oklahoma · Nonprofit

OKLAHOMA ASSOCIATION OF INSURANCE AGENTS

OKLAHOMA ASSOCIATION OF INSURANCE AGENTS (Oklahoma) receives grants from 1 organization whose IRS filings report $94,324 to it, the largest being TRUSTED CHOICE INC ($94,324). 1 of them have funded it in more than one year.

Revenue FY2025
$1.3M
Funders on record
1
Grants received
$94k
Net assets
$1.0M
1/1 repeat funderspeak grant-dependency 1%
01What it does

What Oklahoma Association of Insurance Agents does

Mission

Provides education and certification programs for independent insurance agents

As stated on its FY2025 Form 990.

Programs

  1. Certified insurance counselor education

  2. Annual state convention

  3. Certified insurance service representative education

  4. Other member/program services.

The 4 programs described on its FY2024 Form 990, listed largest first by expense.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($1.2M) Expenses 100 ($1.2M) Net assets 100 ($371k)2018 Revenue 106 ($1.3M) Expenses 101 ($1.2M) Net assets 121 ($449k)2019 Revenue 94 ($1.1M) Expenses 85 ($1.0M) Net assets 153 ($566k)2020 Revenue 72 ($881k) Expenses 73 ($881k) Net assets 153 ($566k)2021 Revenue 97 ($1.2M) Expenses 81 ($982k) Net assets 209 ($777k)2022 Revenue 130 ($1.6M) Expenses 110 ($1.3M) Net assets 282 ($1.0M)2023 Revenue 108 ($1.3M) Expenses 106 ($1.3M) Net assets 292 ($1.1M)2024 Revenue 105 ($1.3M) Expenses 111 ($1.3M) Net assets 278 ($1.0M)2025 Revenue 106 ($1.3M) Expenses 109 ($1.3M) Net assets 271 ($1.0M)
'17'18'19'20'21'22'23'24'25
Revenue (106)Expenses (109)Net assets (271)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $822k to $1.2M (+43%).

$771k
$727k
$822k
$1.2M
$1.4M
$1.5M
$1.5M
$1.5M
$1.5M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2020 5% · 2021 11% · 2022 17%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.

$12k
’17
$78k
’18
$117k
’19
−$9
’20
$210k
’21
$269k
’22
$37k
’23
−$51k
’24
−$28k
’25
11
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Denise Johnson

Pres/CEO

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed131213131311111111
Joined·+4+4+3+3+3+2+3+2
No longer listed·53335232
03Who funds it

Who funds it, year by year

2017 → 2023: the base held at 1 funder, grant income fell $14k → $12k.

Funder
'17
'18
'19
'20
'21
'22
'23
'24*
total
Trusted Choice Incunclassified
$94k
funders
1
1
1
1
1
1
1
1

Left out of every figure on this page: $12k from one payer (the payer shares this organization's board, largest Independent Insurance Agents Association of Greater Oklahoma City Inc). These are real filings, and they are not money OKLAHOMA ASSOCIATION OF INSURANCE AGENTS raised.

From the IRS filings of OKLAHOMA ASSOCIATION OF INSURANCE AGENTS’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

OKLAHOMA ASSOCIATION OF INSURANCE AGENTS draws 100% of its grant income from funders outside Oklahoma, across 1 state in all.

VA

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Oklahoma out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like OKLAHOMA ASSOCIATION OF INSURANCE AGENTS

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Oklahoma

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Governance

10
board members
100%
independent
✓Conflict-of-interest policy–Whistleblower policy✓Document retention–Board reviewed the 990✓Audited financials

Footprint & structure

Files a return copy in 1 state

OK

Part of a family of 3 related entities

  • Iiao Foundation · exempt
  • Oaia Service Corporation · corp_trust
  • Insurance Plan Services · corp_trust

Screen this organization

A dated, signed PDF of the compliance screen for OKLAHOMA ASSOCIATION OF INSURANCE AGENTS: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds OKLAHOMA ASSOCIATION OF INSURANCE AGENTS?
OKLAHOMA ASSOCIATION OF INSURANCE AGENTS (Oklahoma) receives grants from 1 organization whose IRS filings report $94,324 to it, the largest being TRUSTED CHOICE INC ($94,324). 1 of them have funded it in more than one year.
How many funders does OKLAHOMA ASSOCIATION OF INSURANCE AGENTS have?
IRS filings report 1 organization giving $94,324 in grants to OKLAHOMA ASSOCIATION OF INSURANCE AGENTS, 1 of which have funded it in more than one year.
Who is the largest funder of OKLAHOMA ASSOCIATION OF INSURANCE AGENTS?
TRUSTED CHOICE INC is the largest funder on record, with $94,324 in grants. The full list of funders is on this page.
How can an organization like OKLAHOMA ASSOCIATION OF INSURANCE AGENTS find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Oklahoma. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Oklahoma Association of Insurance Agents →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing