Civic Intelligence

Metropolitan Washington Association of Independent Insurance Agents Inc

990 • Fiscal year 2022 • EIN 52-6066961

Sep 01, 2021 to Aug 31, 2022 • Filed on Mar 15, 2023

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

57th percentile

0.02x

Higher debt load relative to assets than 57% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

68th percentile

0.05x

Higher debt load relative to revenue than 68% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

29th percentile

-8.8%

Higher net margin than 29% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

91st percentile

$65,400

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 59.0% of source-year revenue.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

29th percentile

-5.2%

Faster revenue growth than 29% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Flat

$356,203

Flat from 2022

Net Assets

Flat

$350,437

Flat from 2022

Liabilities

Flat

$5,766

Flat from 2022

Revenue

Flat

$110,938

Flat from 2022

Expenses

Flat

$120,706

Flat from 2022

Net Income

Flat

-$9,768

Flat from 2022

Historical Trend

Balance Sheet Trend

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 2022: $356,203Liabilities 2022: $5,766Net Assets 2022: $350,4372022Assets 2023: $338,043Liabilities 2023: $2,588Net Assets 2023: $335,4552023

Highlighted filing

2022

Assets$356,203
Liabilities$5,766
Net Assets$350,437

Operations Trend

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 2022: $110,938Expenses 2022: $120,706Net Income 2022: -$9,7682022Revenue 2023: $106,042Expenses 2023: $138,254Net Income 2023: -$32,2122023

Highlighted filing

2022

Revenue$110,938
Expenses$120,706
Net Income-$9,768
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Mar 15, 2023
Return Version
2021v4.0
Gross Receipts
$110,938
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$328,704$279,064▼ $49,640
Cash and Non-Interest-Bearing Accounts$72,490$39,292▼ $33,198
Prepaid Expenses and Deferred Charges$1,000$1,000→ $0
Accounts Receivable$857--
Total Assets$417,683$356,203▼ $61,480
Other Assets Total$14,632$36,847▲ $22,215
Liabilities
Deferred Revenue$7,838$5,520▼ $2,318
Accounts Payable and Accrued Expenses-$246-
Total Liabilities$7,838$5,766▼ $2,072
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$409,845$350,437▼ $59,408
Total Net Assets Fund Balance$409,845$350,437▼ $59,408
Total Liabilities and Net Assets / Fund Balance$417,683$356,203▼ $61,480

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$36,847--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Barbara WiseExecutive DiFT$65,400$65,400

Board Members and Trustees

NameTitle
Patrick HowardPresident
Barbara BeaversDirector
Cecil Bj LockhartDirector
Donald J ButcherDirector
Margarita DiloneDirector
MarkflemingDirector
W Lorenzo AlstonDirector
Siu PoonImmediate Pr
Scott M HoffmanTreasurer
Michael CauleyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$84,489
Investment Income
$13,726
Other Revenue
$12,723
Change in Net Assets
$-9,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$120,706
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$66,836
Conferences and Meetings---$10,127
Fees for Services Accounting---$5,750
Insurance---$5,393
Travel---$4,647
Fees for Services Legal---$2,916
Advertising---$2,105
All Other Expenses---$1,586
Information Technology---$1,384
Other Expenses---$1,050
Office Expenses---$970
Fees for Services Other---$750
Total Functional Expenses$0$0$0$120,706
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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
2023-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Howard
Formed
1959
Legal Domicile
Dc
Voting Board Members
10
Independent Board Members
10
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 organization complies with the provisions of fasbs accounting standards codification topic accounting for uncertainty in income taxes. For the years ended august 31, 2022 and 2021, no unrecognized tax provision or benefit exists. The organizations returns for the fiscal years ended 2018 through 2021 are subject to examination by federal and state taxing authorities.

Raw XML Appendix389 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0246
IRS990/AccountsReceivableGrp/BOYAmt0857
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT AND PROMOTE INDEPENDENT INSURANCE AGENCIES.
IRS990/AdvertisingGrp/TotalAmt02105
IRS990/AllOtherExpensesGrp/TotalAmt01586
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0BARBARA WISE
IRS990/BooksInCareOfDetail/PhoneNum07037065446
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 369
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW CUMBERLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017070
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt072490
IRS990/CashNonInterestBearingGrp/EOYAmt039292
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt010127
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt013726
IRS990/CYOtherExpensesAmt0120706
IRS990/CYOtherRevenueAmt012723
IRS990/CYProgramServiceRevenueAmt084489
IRS990/CYRevenuesLessExpensesAmt0-9768
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0120706
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0110938
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt07838
IRS990/DeferredRevenueGrp/EOYAmt05520
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0MEMBER SERVICES-PROVIDE MEMBERS WITH ENROLLMENT IN THE NATIONAL ASSOCIATION, NEWSLETTERS, DIRECTORY. INFORM MEMBERS OF INDUSTRY TRENDS, BUSINESS ADVICE, ENDORSED INSURANCE PROGRAMS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt05750
IRS990/FeesForServicesLegalGrp/TotalAmt02916
IRS990/FeesForServicesManagementGrp/TotalAmt066836
IRS990/FeesForServicesOtherGrp/TotalAmt0750
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICK HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL CAULEY
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTT M HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3SIU POON
IRS990/Form990PartVIISectionAGrp/PersonNm4W LORENZO ALSTON
IRS990/Form990PartVIISectionAGrp/PersonNm5BARBARA BEAVERS
IRS990/Form990PartVIISectionAGrp/PersonNm6DONALD J BUTCHER
IRS990/Form990PartVIISectionAGrp/PersonNm7MARGARITA DILONE
IRS990/Form990PartVIISectionAGrp/PersonNm8MARKFLEMING
IRS990/Form990PartVIISectionAGrp/PersonNm9CECIL BJ LOCKHART
IRS990/Form990PartVIISectionAGrp/PersonNm10BARBARA WISE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1065400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0110938
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01384
IRS990/InsuranceGrp/TotalAmt05393
IRS990/InvestmentIncomeGrp/ExclusionAmt013726
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013726
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0328704
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0279064
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT AND PROMOTE INDEPENDENT INSURANCE AGENCIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0409845
IRS990/NetAssetsOrFundBalancesEOYAmt0350437
IRS990/NetUnrlzdGainsLossesInvstAmt0-49640
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0409845
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0350437
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt0970
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014632
IRS990/OtherAssetsTotalGrp/EOYAmt036847
IRS990/OtherExpensesGrp/Desc0DUES
IRS990/OtherExpensesGrp/Desc1EDUCATION EXPS
IRS990/OtherExpensesGrp/Desc2DONATIONS
IRS990/OtherExpensesGrp/Desc3LICENSES AND PERMITS
IRS990/OtherExpensesGrp/TotalAmt013025
IRS990/OtherExpensesGrp/TotalAmt12664
IRS990/OtherExpensesGrp/TotalAmt21503
IRS990/OtherExpensesGrp/TotalAmt31050
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/PrincipalOfficerNm0PATRICK HOWARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc3EVENTS
IRS990/ProgramServiceRevenueGrp/Desc4EDUCATION MEMBERSHIP PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt045132
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129785
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28980
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3316
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4276
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt045132
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129785
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28980
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3316
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4276
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 MEMBERSHIPS FROM PROGRAMS, CURRICULAE & INSIGHT
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt07987
IRS990/PYOtherExpensesAmt099282
IRS990/PYOtherRevenueAmt014829
IRS990/PYProgramServiceRevenueAmt094157
IRS990/PYRevenuesLessExpensesAmt017691
IRS990/PYTotalExpensesAmt099282
IRS990/PYTotalRevenueAmt0116973
IRS990/ReconcilationRevenueExpnssAmt0-9768
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/ExclusionAmt012723
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt012723
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt036847
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM RELATED PARTY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION COMPLIES WITH THE PROVISIONS OF FASBS ACCOUNTING STANDARDS CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED AUGUST 31, 2022 AND 2021, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. THE ORGANIZATIONS RETURNS FOR THE FISCAL YEARS ENDED 2018 THROUGH 2021 ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueOtherAssetsAmt036847
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0MWAIIA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0521728679
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0INSURANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0METROPOLITAN WASHINGTON SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine2Txt0CORPORATION INC
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/MethodOfAmountDeterminationTxt0MANAGEMENT AGREEMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MWSCI
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt046813
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0A
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0417683
IRS990/TotalAssetsEOYAmt0356203
IRS990/TotalAssetsGrp/BOYAmt0417683
IRS990/TotalAssetsGrp/EOYAmt0356203
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120706
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07838
IRS990/TotalLiabilitiesEOYAmt05766
IRS990/TotalLiabilitiesGrp/BOYAmt07838
IRS990/TotalLiabilitiesGrp/EOYAmt05766
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0409845
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0350437
IRS990/TotalProgramServiceRevenueAmt084489
IRS990/TotalReportableCompFromOrgAmt065400
IRS990/TotalRevenueGrp/ExclusionAmt026449
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt084489
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0110938
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0417683
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0356203
IRS990/TransactionWithControlEntInd0true
IRS990/TravelGrp/TotalAmt04647
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0127 SOUTH PEYTON STREET
IRS990/USAddress/CityNm0ALEXANDRIA
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022314
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.MWAIIA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT M HOFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07037065446
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-15
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/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/PreparationDt02023-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLINT LEHMAN CPA
ReturnHeader/ReturnTs02023-04-07T17:22:55-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOFFMAN
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.06$3.50$1.11$1.21$0.10
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