Civic Intelligence

Metropolitan Washington Association of Independent Insurance Agents Inc

990 • Fiscal year 2017 • EIN 52-6066961

Sep 01, 2016 to Aug 31, 2017 • Filed on May 31, 2018

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

71st percentile

0.08x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.20x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

54th percentile

4.1%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-8.1%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$332,970

Up $30,523 (+10%) from 2016

Net Assets

Up

$307,914

Up $21,064 (+7.3%) from 2016

Liabilities

Up

$25,056

Up $9,459 (+61%) from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin54th percentile

Revenue

Down

$128,161

Down $11,273 (-8.1%) from 2016

Expenses

Down

$122,970

Down $11,788 (-8.7%) from 2016

Net Income

Up

$5,191

Up $515 (+11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2017

Assets$332,970
Liabilities$25,056
Net Assets$307,914
Open 2017 Filing

Operations Trend

Revenue Growth31st 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

2017

Revenue$128,161
Expenses$122,970
Net Income$5,191
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
May 31, 2018
Return Version
2016v3.1
Gross Receipts
$128,161
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.

To support and promote independent insurance agencies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$223,091$239,947▲ $16,856
Cash and Non-Interest-Bearing Accounts$74,439$79,014▲ $4,575
Prepaid Expenses and Deferred Charges$3,570$13,009▲ $9,439
Land, Buildings, and Equipment, Net$347--
Total Assets$302,447$332,970▲ $30,523
Other Assets Total$1,000$1,000→ $0
Liabilities
Deferred Revenue$5,200$18,759▲ $13,559
Accounts Payable and Accrued Expenses-$3,445-
Other Liabilities$10,397$2,852▼ $7,545
Total Liabilities$15,597$25,056▲ $9,459
Net Assets / Fund Balance
Unrestricted Net Assets$286,850$307,914▲ $21,064
Total Net Assets Fund Balance$286,850$307,914▲ $21,064
Total Liabilities and Net Assets / Fund Balance$302,447$332,970▲ $30,523

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,609-
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Donald J ButcherPresident
Andrew HowardDirector
Anthony W AmbushDirector
W Lorenzo AlstonDirector
Cecil Bj LockhartImmediate Pa
Scott M HoffmanTreasurer
Siu PoonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$95,600
Investment Income
$5,225
Other Revenue
$27,336
Change in Net Assets
$5,191

Audited Revenue Reconciliation

Revenue per Audited Statements
$128,161
Revenue Not Reported on Form 990
$15,873
Total Revenue per Audited Statements
$144,034
Total Revenue per Form 990
$128,161
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,495
Grants and Similar Amounts Paid$475
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$63,747
Conferences and Meetings---$11,665
Travel---$10,983
Payments to Affiliates---$9,912
Insurance---$6,211
Office Expenses---$3,895
Fees for Services Accounting---$3,250
Advertising---$2,598
Occupancy---$1,898
Grants to Domestic Orgs---$475
Other Expenses---$455
Depreciation Depletion---$347
Total Functional Expenses$0$0$0$122,970

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$122,970
Total Expenses per Audited Statements$122,970
Total Expenses per Form 990$122,970
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
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Mwsci$2,852
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The daily operations of the association are performed by barbars wise, who works as an independent contractor, contracted with by the board of directors.”

Form 990, Page 6, Part VI, Line 11B

“Prior to filing the form 990 with the irs, a copy is distributed to all members of the board of directors for their review and approval.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is reviewed by the board of directors annually.”

Form 990, Page 6, Part VI, Line 15A

“The compensation of the executive director is subject ot annual review and approval by the compensation committee of the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflicts of interest policy and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Metropolitan Washington Association
EIN
52-6066961
Phone
7037065446
Address
PO BOX 369, NEW CUMBERLAND, PA 17070

Signing Officer

Name
Scott M Hoffman
Title
Treasurer
Phone
7037065446
Signed
2018-05-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cecil Bj Lockhart
Formed
1959
Legal Domicile
Dc
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Deleon & Stang Cpas and Advisors
Address
100 LAKEFOREST BLVD STE 650, GAITHERSBURG, MD 20877-2609
Preparer
Clint Lehman CPA
Phone
3019489825
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The association complies with the provisions of fasb's accounting standards codification topic accounting for uncertainty in income taxes. For the years ended august 31, 2017 and 2016, no unrecognized tax provision or benefit exist.”

Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION COMPLIES WITH THE PROVISIONS OF FASB'S ACCOUNTING STANDARDS CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED AUGUST 31, 2017 AND 2016, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXIST.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DAILY OPERATIONS OF THE ASSOCIATION ARE PERFORMED BY BARBARS WISE, WHO WORKS AS AN INDEPENDENT CONTRACTOR, CONTRACTED WITH BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR TO FILING THE FORM 990 WITH THE IRS, A COPY IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD OF DIRECTORS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SUBJECT OT ANNUAL REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0521728679
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0INSURANCE
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine2Txt0CORPORATION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 369
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0NEW CUMBERLAND
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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/InvolvedAmt042000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0MANAGEMENT AGREEMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MWSCI
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0A
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0302447
IRS990/TotalAssetsEOYAmt0332970
IRS990/TotalAssetsGrp/BOYAmt0302447
IRS990/TotalAssetsGrp/EOYAmt0332970
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0122970
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015597
IRS990/TotalLiabilitiesEOYAmt025056
IRS990/TotalLiabilitiesGrp/BOYAmt015597
IRS990/TotalLiabilitiesGrp/EOYAmt025056
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0286850
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0307914
IRS990/TotalProgramServiceRevenueAmt095600
IRS990/TotalRevenueGrp/ExclusionAmt032561
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt095600
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0128161
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0302447
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0332970
IRS990/TransactionWithControlEntInd0true
IRS990/TravelGrp/TotalAmt010983
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0286850
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0307914
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0127 SOUTH PEYTON STREET
IRS990/USAddress/CityNm0ALEXANDRIA
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022313
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.MWAIIA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT M HOFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07037065446
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0METROPOLITAN WASHINGTON ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF INDEPENDENT INSURANCE AGENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0METR
ReturnHeader/Filer/EIN0526066961
ReturnHeader/Filer/PhoneNum07037065446
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 369
ReturnHeader/Filer/USAddress/CityNm0NEW CUMBERLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017070
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0349B47DF84273B06AE2F2680A2411F9EC39556C7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02031F95A4D715BB293214301FEC9C8666A15502E
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521373858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELEON & STANG CPAS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 LAKEFOREST BLVD STE 650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208772609
ReturnHeader/PreparerPersonGrp/PhoneNum03019489825
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLINT LEHMAN CPA
ReturnHeader/ReturnTs02018-06-01T10:05:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$332,970
Liabilities
$25,056
Net assets
$307,914
Revenue
$128,161
Expenses
$122,970
Net income
$5,191
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
2017Detailed filing. Detailed filing data is available for this year.$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