Civic Intelligence

Professional Insurance Agents of Wisconsin Inc

990 • Fiscal year 2020 • EIN 39-0962003

May 01, 2019 to Apr 30, 2020 • Filed on Sep 14, 2020

6401 Odana RdMadison, WI 53719-1126

(608) 274-8188

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.09x

Higher debt load relative to assets than 38% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

41st percentile

0.13x

Higher debt load relative to revenue than 41% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Net Margin

27th percentile

-2.3%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$163,452

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Asset Growth

26th percentile

-2.2%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

11%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,390,456

Down $53,783 (-2.2%) from 2019

Net Assets

Up

$2,184,621

Up $2,596 (+0.1%) from 2019

Liabilities

Down

$205,835

Down $56,379 (-22%) from 2019

Revenue

Up

$1,556,209

Up $148,127 (+11%) from 2019

Expenses

Down

$1,591,604

Down $39,117 (-2.4%) from 2019

Net Income

Up

-$35,395

Up $187,244 (+84%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,505,164Liabilities 2010: $229,230Net Assets 2010: $2,275,9342010Assets 2011: $2,601,748Liabilities 2011: $220,949Net Assets 2011: $2,380,7992011Assets 2012: $2,792,508Liabilities 2012: $217,720Net Assets 2012: $2,574,7882012Assets 2013: $2,467,108Liabilities 2013: $227,311Net Assets 2013: $2,239,7972013Assets 2014: $2,514,185Liabilities 2014: $248,840Net Assets 2014: $2,265,3452014Assets 2015: $2,529,222Liabilities 2015: $256,942Net Assets 2015: $2,272,2802015Assets 2016: $2,578,438Liabilities 2016: $239,168Net Assets 2016: $2,339,2702016Assets 2017: $2,497,289Liabilities 2017: $247,947Net Assets 2017: $2,249,3422017Assets 2018: $2,639,101Liabilities 2018: $234,437Net Assets 2018: $2,404,6642018Assets 2019: $2,444,239Liabilities 2019: $262,214Net Assets 2019: $2,182,0252019Assets 2020: $2,390,456Liabilities 2020: $205,835Net Assets 2020: $2,184,6212020Assets 2021: $2,930,533Liabilities 2021: $693,481Net Assets 2021: $2,237,0522021Assets 2022: $2,742,657Liabilities 2022: $539,913Net Assets 2022: $2,202,7442022Assets 2023: $2,915,200Liabilities 2023: $703,477Net Assets 2023: $2,211,7232023Assets 2024: $2,993,479Liabilities 2024: $651,253Net Assets 2024: $2,342,2262024Assets 2025: $3,025,801Liabilities 2025: $643,757Net Assets 2025: $2,382,0442025

Highlighted filing

2020

Assets$2,390,456
Liabilities$205,835
Net Assets$2,184,621

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,597,0262010Expenses 2011: $1,516,3082011Expenses 2012: $1,575,4382012Revenue 2013: $1,653,762Expenses 2013: $1,571,918Net Income 2013: $81,8442013Revenue 2014: $1,635,142Expenses 2014: $1,609,594Net Income 2014: $25,5482014Revenue 2015: $1,706,865Expenses 2015: $1,699,930Net Income 2015: $6,9352015Revenue 2016: $1,687,968Expenses 2016: $1,620,978Net Income 2016: $66,9902016Revenue 2017: $1,552,919Expenses 2017: $1,642,847Net Income 2017: -$89,9282017Revenue 2018: $1,728,910Expenses 2018: $1,573,588Net Income 2018: $155,3222018Revenue 2019: $1,408,082Expenses 2019: $1,630,721Net Income 2019: -$222,6392019Revenue 2020: $1,556,209Expenses 2020: $1,591,604Net Income 2020: -$35,3952020Revenue 2021: $1,569,485Expenses 2021: $1,336,078Net Income 2021: $233,4072021Revenue 2022: $1,659,582Expenses 2022: $1,572,665Net Income 2022: $86,9172022Revenue 2023: $1,634,808Expenses 2023: $1,644,018Net Income 2023: -$9,2102023Revenue 2024: $1,686,251Expenses 2024: $1,639,514Net Income 2024: $46,7372024Revenue 2025: $1,651,515Expenses 2025: $1,683,384Net Income 2025: -$31,8692025

Highlighted filing

2020

Revenue$1,556,209
Expenses$1,591,604
Net Income-$35,395
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Sep 14, 2020
Return Version
2019v5.1
Gross Receipts
$1,556,209
Mission and Program Overview

Mission

An association dedicated to the growth and perpetuation of our members as professional business people who market insurance products to fulfill the needs of consumers.

An association representing independent insurance agencies that works to support independent agents in their mission to provide the best knowledge, service, and insurance products to wisconsin consumers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,870,902$1,913,726▲ $42,824
Savings and Temporary Cash Investments$460,803$391,771▼ $69,032
Investments in Publicly Traded Securities$99,563$84,559▼ $15,004
Cash and Non-Interest-Bearing Accounts$12,971$400▼ $12,571
Total Assets$2,444,239$2,390,456▼ $53,783
Liabilities
Deferred Revenue$262,214$205,835▼ $56,379
Total Liabilities$262,214$205,835▼ $56,379
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,182,025$2,184,621▲ $2,596
Total Net Assets Fund Balance$2,182,025$2,184,621▲ $2,596
Total Liabilities and Net Assets / Fund Balance$2,444,239$2,390,456▼ $53,783

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$89,999--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter HansonExecutive DirectorFT$134,262$29,190$163,452

Board Members and Trustees

NameTitle
Matt CranneyPast President
Sean PatersonPresident
Julie UlsetVice President
Annie LinstrothDirector
Jeremy CordovaDirector
Lacey EndresDirector
Michael KeenerDirector
Mitchell TarrasDirector
Sandy HardrathDirector
Steve ClementsDirector
Tracy OestreichPia National Director
Ryan ButzkeSecretary
Thomas BudziszTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,412,812
Investment Income
$30,311
Other Revenue
$113,086
Change in Net Assets
$-35,395

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,494,944
Revenue Not Reported on Financial Statements
$61,265
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$61,265
Total Revenue per Audited Statements
$1,494,944
Total Revenue per Form 990
$1,556,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,103,738
Salaries, Compensation, and Employee Benefits$487,866
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$611,772
Other Salaries and Wages---$233,929
Current Officers, Directors, Trustees, and Key Employees---$170,392
Office Expenses---$163,739
Payments to Affiliates---$104,911
Fees for Services Lobbying---$57,288
Other Employee Benefits---$45,619
Travel---$43,812
All Other Expenses---$30,236
Other Expenses---$30,025
Payroll Taxes---$28,780
Information Technology---$28,206
Insurance---$13,870
Fees for Services Accounting---$13,068
Pension Plan Contributions---$9,146
Advertising---$4,793
Fees for Services Other---$1,035
Fees for Services Legal---$983
Total Functional Expenses$0$0$0$1,591,604

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,592,250
Expenses per Audited Statements$1,591,604
Total Expenses per Form 990$1,591,604
Expenses Not Reported on Form 990$646
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$106,876
Total Nondeductible Lobbying and Political Cost$106,876
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The association has three classes of membership: agency, associate, and company. Agency members are the only members with the right to vote.

Form 990, Part VI, Section A, Line 7A

The association's active membership has the right to elect the members of the governing body. Elections are held during the association's annual meeting.

Form 990, Part VI, Section A, Line 7B

The by-laws may be amended or repealed by a majority vote of the active members present at any annual or special meeting of the association duly called and regularly held.

Form 990, Part VI, Section B, Line 11B

The prepared form 990 is reviewed by the treasurer and the members of the executive committee before the return is filed with the irs.

Form 990, Part VI, Section B, Line 12C

The association's governing body annually reviews its relationships with vendors and the members disclose any conflicts of interest at that time.

Form 990, Part VI, Section B, Line 15A

An annual performance review of the executive director is conducted by the executive committee and the executive director's compensation is determined using comparable data from association publications. Minutes of the review meeting are maintained and the final approval of the compensation is made by the association's governing body.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents, conflict of interest policy or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Professional Insurance Agents of
EIN
39-0962003
Phone
6082748188
Address
6401 ODANA RD, MADISON, WI 53719-1126

Signing Officer

Name
Peter Hanson
Title
Executive Director
Phone
6082748188
Signed
2020-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Hanson
Formed
1957
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
8
Volunteers
74

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Glenn Miller CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD:

The financial statements of professional insurance agents of wisconsin, inc. Have been prepared on a modified cash basis of accounting. Accordingly, revenue is recorded when received rather than when earned and expenses are recorded when paid rather than when the obligation is incurred. Modifications to the cash basis of accounting include deferring revenue from membership dues over the periods to which the dues relate.

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Adjustment from accrual basis for audit to modified cash basis for 990 61,265.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Adjustment from accrual basis for audit to modified cash basis for 990 646.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PIA NATIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
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IRS990/MiscellaneousRevenueGrp/ExclusionAmt07056
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt07056
IRS990/MissionDesc0A COMMUNITY BUILT BY DEDICATED PROFESSIONALS SUPPORTING THE ADVANCEMENT AND EXCELLENCE OF ALL INDEPENDENT INSURANCE AGENCIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02182025
IRS990/NetAssetsOrFundBalancesEOYAmt02184621
IRS990/NetUnrelatedBusTxblIncmAmt090514
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02182025
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02184621
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0163739
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt045619
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS INCO
IRS990/OtherExpensesGrp/TotalAmt030025
IRS990/OtherRevenueTotalAmt07056
IRS990/OtherSalariesAndWagesGrp/TotalAmt0233929
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt0104911
IRS990/PayrollTaxesGrp/TotalAmt028780
IRS990/PensionPlanContributionsGrp/TotalAmt09146
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PETER HANSON
IRS990/PriorPeriodAdjustmentsAmt037991
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561920
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2524298
IRS990/ProgramServiceRevenueGrp/BusinessCd3541800
IRS990/ProgramServiceRevenueGrp/Desc0CONVENTION/EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2COMMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc3WI PROF AGENT ADVERTIS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0741536
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1325126
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0741536
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1325126
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2221773
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3124377
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0221773
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt1124377
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt020067
IRS990/PYOtherExpensesAmt01105841
IRS990/PYOtherRevenueAmt0119210
IRS990/PYProgramServiceRevenueAmt01268805
IRS990/PYRevenuesLessExpensesAmt0-222639
IRS990/PYSalariesCompEmpBnftPaidAmt0524880
IRS990/PYTotalExpensesAmt01630721
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01408082
IRS990/ReconcilationRevenueExpnssAmt0-35395
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0106030
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0106030
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0460803
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0391771
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt0200278
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0325126
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0106876
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0106876
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-93402
IRS990ScheduleD/ExpensesNotReportedAmt0646
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01591604
IRS990ScheduleD/OtherExpensesIncludedAmt0646
IRS990ScheduleD/OtherRevenuesNotIncludedAmt061265
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01822000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11727
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt289999
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CASH
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MONEY MARKET FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt061265
IRS990ScheduleD/RevenueSubtotalAmt01494944
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ADJUSTMENT FROM ACCRUAL BASIS FOR AUDIT TO MODIFIED CASH BASIS FOR 990 61,265.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ADJUSTMENT FROM ACCRUAL BASIS FOR AUDIT TO MODIFIED CASH BASIS FOR 990 646.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01913726
IRS990ScheduleD/TotalExpensesPerForm990Amt01591604
IRS990ScheduleD/TotalRevenuePerForm990Amt01556209
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01494944
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01592250
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0134262
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt04028
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt025162
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PETER HANSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0163452
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS THREE CLASSES OF MEMBERSHIP: AGENCY, ASSOCIATE, AND COMPANY. AGENCY MEMBERS ARE THE ONLY MEMBERS WITH THE RIGHT TO VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION'S ACTIVE MEMBERSHIP HAS THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY. ELECTIONS ARE HELD DURING THE ASSOCIATION'S ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BY-LAWS MAY BE AMENDED OR REPEALED BY A MAJORITY VOTE OF THE ACTIVE MEMBERS PRESENT AT ANY ANNUAL OR SPECIAL MEETING OF THE ASSOCIATION DULY CALLED AND REGULARLY HELD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PREPARED FORM 990 IS REVIEWED BY THE TREASURER AND THE MEMBERS OF THE EXECUTIVE COMMITTEE BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ASSOCIATION'S GOVERNING BODY ANNUALLY REVIEWS ITS RELATIONSHIPS WITH VENDORS AND THE MEMBERS DISCLOSE ANY CONFLICTS OF INTEREST AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR IS CONDUCTED BY THE EXECUTIVE COMMITTEE AND THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED USING COMPARABLE DATA FROM ASSOCIATION PUBLICATIONS. MINUTES OF THE REVIEW MEETING ARE MAINTAINED AND THE FINAL APPROVAL OF THE COMPENSATION IS MADE BY THE ASSOCIATION'S GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE FINANCIAL STATEMENTS OF PROFESSIONAL INSURANCE AGENTS OF WISCONSIN, INC. HAVE BEEN PREPARED ON A MODIFIED CASH BASIS OF ACCOUNTING. ACCORDINGLY, REVENUE IS RECORDED WHEN RECEIVED RATHER THAN WHEN EARNED AND EXPENSES ARE RECORDED WHEN PAID RATHER THAN WHEN THE OBLIGATION IS INCURRED. MODIFICATIONS TO THE CASH BASIS OF ACCOUNTING INCLUDE DEFERRING REVENUE FROM MEMBERSHIP DUES OVER THE PERIODS TO WHICH THE DUES RELATE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02444239
IRS990/TotalAssetsEOYAmt02390456
IRS990/TotalAssetsGrp/BOYAmt02444239
IRS990/TotalAssetsGrp/EOYAmt02390456
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/TotalAmt01591604
IRS990/TotalGrossUBIAmt0346150
IRS990/TotalLiabilitiesBOYAmt0262214
IRS990/TotalLiabilitiesEOYAmt0205835
IRS990/TotalLiabilitiesGrp/BOYAmt0262214
IRS990/TotalLiabilitiesGrp/EOYAmt0205835
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02182025
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02184621
IRS990/TotalOtherCompensationAmt029190
IRS990/TotalProgramServiceRevenueAmt01412812
IRS990/TotalReportableCompFromOrgAmt0134262
IRS990/TotalRevenueGrp/ExclusionAmt0143397
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01066662
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01556209
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0346150
IRS990/TotalVolunteersCnt074
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02444239
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02390456
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt043812
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06401 ODANA RD
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0537191126

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.64$2.38$1.65$1.68$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.65$2.34$1.69$1.64$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.70$2.21$1.63$1.64$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.54$2.20$1.66$1.57$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.69$2.24$1.57$1.34$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.39$0.21$2.18$1.56$1.59$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.26$2.18$1.41$1.63$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.23$2.40$1.73$1.57$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.25$2.25$1.55$1.64$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.24$2.34$1.69$1.62$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.26$2.27$1.71$1.70$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.25$2.27$1.64$1.61$0.03
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.47$0.23$2.24$1.65$1.57$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.22$2.57$1.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.22$2.38$1.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.23$2.28$1.60
Peer Organizations

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