Civic Intelligence

Metropolitan Washington Association of Independent Insurance Agents Inc

990 • Fiscal year 2016 • EIN 52-6066961

Sep 01, 2015 to Aug 31, 2016 • Filed on May 30, 2017

Organization Profilewww.mwaiia.org
PO Box 369New Cumberland, PA 17070

(703) 706-5446

Siviq Scores

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

Liabilities / Assets

67th percentile

0.05x

Higher debt load relative to assets than 67% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

52nd percentile

3.4%

Higher net margin than 52% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

63rd percentile

8.8%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

1.8%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$302,447

Up $24,571 (+8.8%) from 2015

Net Assets

Up

$286,850

Up $13,374 (+4.9%) from 2015

Liabilities

Up

$15,597

Up $11,197 (+254%) from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin52nd percentile

Revenue

Up

$139,434

Up $2,407 (+1.8%) from 2015

Expenses

Up

$134,758

Up $16,334 (+14%) from 2015

Net Income

Down

$4,676

Down $13,927 (-75%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$600K$400K$200K$0Assets 2011: $196,241Liabilities 2011: $02011Assets 2012: $242,202Liabilities 2012: $26,362Net Assets 2012: $215,8402012Assets 2013: $241,820Liabilities 2013: $3,000Net Assets 2013: $238,8202013Assets 2014: $266,306Liabilities 2014: $4,400Net Assets 2014: $261,9062014Assets 2015: $277,876Liabilities 2015: $4,400Net Assets 2015: $273,4762015Assets 2016: $302,447Liabilities 2016: $15,597Net Assets 2016: $286,8502016Assets 2017: $332,970Liabilities 2017: $25,056Net Assets 2017: $307,9142017Assets 2018: $348,081Liabilities 2018: $26,087Net Assets 2018: $321,9942018Assets 2019: $323,650Liabilities 2019: $5,271Net Assets 2019: $318,3792019Assets 2020: $348,292Liabilities 2020: $4,703Net Assets 2020: $343,5892020Assets 2021: $417,683Liabilities 2021: $7,838Net Assets 2021: $409,8452021Assets 2022: $356,203Liabilities 2022: $5,766Net Assets 2022: $350,4372022Assets 2023: $338,043Liabilities 2023: $2,588Net Assets 2023: $335,4552023

Highlighted filing

2016

Assets$302,447
Liabilities$15,597
Net Assets$286,850
Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $114,832Expenses 2011: $110,427Net Income 2011: $4,4052011Revenue 2012: $127,334Expenses 2012: $121,078Net Income 2012: $6,2562012Revenue 2013: $129,748Expenses 2013: $114,534Net Income 2013: $15,2142013Revenue 2014: $121,561Expenses 2014: $118,317Net Income 2014: $3,2442014Revenue 2015: $137,027Expenses 2015: $118,424Net Income 2015: $18,6032015Revenue 2016: $139,434Expenses 2016: $134,758Net Income 2016: $4,6762016Revenue 2017: $128,161Expenses 2017: $122,970Net Income 2017: $5,1912017Revenue 2018: $137,566Expenses 2018: $137,369Net Income 2018: $1972018Revenue 2019: $122,321Expenses 2019: $127,100Net Income 2019: -$4,7792019Revenue 2020: $121,692Expenses 2020: $121,627Net Income 2020: $652020Revenue 2021: $116,973Expenses 2021: $99,282Net Income 2021: $17,6912021Revenue 2022: $110,938Expenses 2022: $120,706Net Income 2022: -$9,7682022Revenue 2023: $106,042Expenses 2023: $138,254Net Income 2023: -$32,2122023

Highlighted filing

2016

Revenue$139,434
Expenses$134,758
Net Income$4,676
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
May 30, 2017
Return Version
2015v3.0
Gross Receipts
$139,434
Mission and Program Overview

Mission

To support & promote ethical principles and practices, fair competition, good business relateions and educaton among producers of insurance and insurance companies in the Metropolitan Washington DC area.

Support & promote insurance companies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$187,269$203,091▲ $15,822
Cash and Non-Interest-Bearing Accounts$61,132$74,439▲ $13,307
Investments Other Securities$21,000$21,000→ $0
Prepaid Expenses and Deferred Charges$7,768$3,570▼ $4,198
Land, Buildings, and Equipment, Net$707$347▼ $360
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$277,876$302,447▲ $24,571
Other Assets Total-$0-
Liabilities
Other Liabilities-$10,397-
Deferred Revenue$4,400$5,200▲ $800
Total Liabilities$4,400$15,597▲ $11,197
Net Assets / Fund Balance
Unrestricted Net Assets$273,476$286,850▲ $13,374
Total Net Assets Fund Balance$273,476$286,850▲ $13,374
Total Liabilities and Net Assets / Fund Balance$277,876$302,447▲ $24,571

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$347$2,262$2,609
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
W Lorenzo AlstonPresident
Cecil BJ LockhartVice President
Andrew HowardDirector
Anthony W AmbushDirector
Donald J ButcherDirector
J Christopher BeckDirector
James E HamerskiDirector
Jeffreys GreeneDirector
Scott M HoffmanDirector
Theodore M PappasDirector
William P Simons IVDirector
M Kenneth LuhmanSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$132,310
Investment Income
$7,124
Other Revenue
$0
Change in Net Assets
$4,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,568
Grants and Similar Amounts Paid$1,190
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$66,229
Conferences and Meetings---$14,018
Travel---$12,566
Payments to Affiliates---$10,533
Insurance---$5,716
Fees for Services Accounting---$3,456
Office Expenses---$3,400
Advertising---$2,210
Grants to Domestic Orgs---$1,190
Occupancy---$1,097
Other Expenses---$592
All Other Expenses---$476
Depreciation Depletion---$360
Total Functional Expenses$0$0$0$134,758
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
Yes
Lobbying 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$2,096
Total Nondeductible Lobbying and Political Cost$2,000
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due from MWSCI$10,397
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“In advance of filing Form 990 with Internal Revenue Servenue, the tax return is distributed to members of the Board of Directors for approval.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is reviewed by the Board of Directors annually.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The compensation of the Executive Director is subject to annual review by the compensation committee of the Board of Directors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request”

Filing and Contact Details

Filer

Filer Name
Metropolitan Washington Association of
EIN
52-6066961
Phone
7037065446
Address
PO Box 369, New Cumberland, PA 17070

Signing Officer

Name
Scott M Hoffman
Title
Treasurer
Signed
2017-05-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Lorenzo Alston
Formed
1959
Legal Domicile
Dc
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Judi L Herishen CPA LLC
Address
3605 Dunlop Street, Chevy Chase, MD 20815
Preparer
Judi L Herishen CPA
Phone
3016521277
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt010533
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07768
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03570
IRS990/PrincipalOfficerNm0W Lorenzo Alston
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc1Programs
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029920
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1102390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029920
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1102390
IRS990/ProgSrvcAccomActy2Grp/Desc0Education programs: Conducted classes for members & others to satisfy continuing education requirements, to provide management training and to fulfill special interests in the industry.
IRS990/ProgSrvcAccomActy3Grp/Desc0National Association: Several directors attend conventions and a member had been elected President in a previous year.The conventions benefit membership from programs,curriculae & insight.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07046
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0118424
IRS990/PYOtherRevenueAmt0-1730
IRS990/PYProgramServiceRevenueAmt0131711
IRS990/PYRevenuesLessExpensesAmt018603
IRS990/PYTotalExpensesAmt0118424
IRS990/PYTotalRevenueAmt0137027
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04676
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt02730
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/DuesAssessmentsAmt022100
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0-96
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt02096
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt02000
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The Association's indirect political campaign activities solely consist of a percentage of the dues paid to the national organization. The Independent Insurance Agents & Brokers of America, Inc. report the portion of dues that relates to lobbying activities. The Association complies with section 6033 (E1A) notices.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleD/EquipmentGrp/BookValueAmt0347
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02262
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02609
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010397
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due from MWSCI
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0347
IRS990ScheduleD/TotalBookValueSecuritiesAmt021000
IRS990ScheduleD/TotalLiabilityAmt010397
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0In advance of filing Form 990 with Internal Revenue Servenue, the tax return is distributed to members of the Board of Directors for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict of interest policy is reviewed by the Board of Directors annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The compensation of the Executive Director is subject to annual review by the compensation committee of the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0MWAIIA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0521728679
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0insurance Sales
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Metropolitan Washington Assn Independent
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO Box 369
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0New Cumberland
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd017070
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0true
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt031651
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0% ins com
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Metropolitan Washington Assn Independent
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0a
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0277876
IRS990/TotalAssetsEOYAmt0302447
IRS990/TotalAssetsGrp/BOYAmt0277876
IRS990/TotalAssetsGrp/EOYAmt0302447
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0134758
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04400
IRS990/TotalLiabilitiesEOYAmt015597
IRS990/TotalLiabilitiesGrp/BOYAmt04400
IRS990/TotalLiabilitiesGrp/EOYAmt015597
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0273476
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0286850
IRS990/TotalProgramServiceRevenueAmt0132310

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$302,447
Liabilities
$15,597
Net assets
$286,850
Revenue
$139,434
Expenses
$134,758
Net income
$4,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.38$0.03$3.35$1.06$1.38$0.32
2022Summary only. Only limited summary data is available for this year.$3.56$0.06$3.50$1.11$1.21$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$0.08$4.10$1.17$0.99$0.18
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.05$3.44$1.22$1.22$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.05$3.18$1.22$1.27$0.05
2018Summary only. Only limited summary data is available for this year.$3.48$0.26$3.22$1.38$1.37$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.25$3.08$1.28$1.23$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.02$0.16$2.87$1.39$1.35$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.78$0.04$2.73$1.37$1.18$0.19
2014Detailed filing. Detailed filing data is available for this year.$2.66$0.04$2.62$1.22$1.18$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.03$2.39$1.30$1.15$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.26$2.16$1.27$1.21$0.06
2011Summary only. Only limited summary data is available for this year.$1.96$0.00$1.15$1.10$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • <$500k nonprofits