Liabilities / Assets
92nd percentile
Higher debt load relative to assets than 92% of similar nonprofits.
Professional Insurance Agents of Florida
EIN 59-0870355 • 501(c)6 • Alexandria, VA
Profile
To promote the insurance industry in florida, provide training and continuing education opportunity for members and support the growth of the insurance industry and its members' firms.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.58x
Liabilities / Revenue
96th percentile
Higher debt load relative to revenue than 96% of similar nonprofits.
Net Margin
52nd percentile
Higher net margin than 52% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
96th percentile
Faster asset growth than 96% of similar nonprofits.
Revenue Growth
14th percentile
Faster revenue growth than 14% of similar nonprofits.
Balance Sheet
Assets
Up$131,460
Up $71,374 (+119%) from 2023
Liabilities
Up$75,671
Up $69,726 (+1173%) from 2023
Net Assets
Up$55,789
Up $1,648 (+3.0%) from 2023
Revenue
Down$107,759
Down $80,906 (-43%) from 2023
Expenses
Down$105,964
Down $64,633 (-38%) from 2023
Net Income
Down$1,795
Down $16,273 (-90%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $131,460
- Liabilities
- $75,671
- Net assets
- $55,789
- Revenue
- $107,759
- Expenses
- $105,964
- Net income
- $1,795
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Apr 16, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $107,759
Mission and Program Overview
Mission
To promote the insurance industry in florida, provide training and continuing education opportunity for members and support the growth of the insurance industry and its members firms.
To promote the insurance industry in florida, provide training and continuing education opportunity for members and support the growth of the insurance industry and its members' agencies.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| INCREASED EDUCATIONAL OFFERINGS TO PIA OF FLORIDA MEMBERS INCLUDING CPIA AND CE COURSES. | $0 | $0 |
| MOVED THE PIAFL E&O BOOK OF BUSINESS MANAGEMENT FROM ALL RISKS TO PIA SERVICES. | $0 | $0 |
| REFOCUSED THE ADVOCACY COMMITTEE. PIA OF FLORIDA HAS INCREASED THEIR ADVOCACY EFFORTS THIS PAST YEAR. | $0 | $0 |
| PIA OF FLORIDA HAS ENGAGED IN AN ANNUAL MEETING OF THE MEMBERS, PROVIDING EDUCATION TO AGENTS IN FLORIDA. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LORI AUGUSTYNIAK CPA CIC | President | - | $0 | - | - |
| KIM GODWIN | Vice President | - | $0 | - | - |
| BOB FILICHIA CPIA | Treasurer | - | $0 | - | - |
| EFRAIN SORA CPIA | Immediate Past President | - | $0 | - | - |
| LEE ROGERS CPIA | National Director | - | $0 | - | - |
| LEE WIGLESWORTH | Director | - | $0 | - | - |
| JEFFREY RUSH CIC AFIS | Director | - | $0 | - | - |
| CRAIG MOST | Director | - | $0 | - | - |
| PAUL SCHNEIDER | Director | - | $0 | - | - |
| DANA ANAMAN CAE MBA | Executive Director | PT | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- Yes
Filing and Contact Details
Filer
- Filer Name
- Professional Insurance Agents of Florida
- EIN
- 59-0870355
- Phone
- 8508938245
- Address
- 419 N LEE STREET, ALEXANDRIA, VA 22314-9980
Signing Officer
- Name
- Dana Anaman
- Title
- Executive Director
- Phone
- 8508938245
- Signed
- 2025-04-16
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Wegner Cpas Llp
- Address
- 419 N LEE STREET, ALEXANDRIA, VA 22314-9980
- Preparer
- Glenn Miller CPA
- Phone
- 6082744020
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: e&o income - royalties. Amount: 14,658.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: advertising income. Amount: 750.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: office expenses. Amount: 3,238. Description: dues & subscriptions. Amount: 1,899. Description: dues paid to national. Amount: 7,656. Description: insurance. Amount: 1,868. Description: miscellaneous. Amount: 186. Description: education & training. Amount: 4,558. Description: conferences, conventions, & meetings. Amount: 1,523. Description: travel. Amount: 367. Total to form 990-ez, line 16: 21,295.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: prior period adjustment. Amount: -147.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 1,382. End of year amount: 1,472. Description: prepaid expenses. Beg. Of year amount: 0. End of year amount: 4,823.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 5,945. End of year amount: 2,531. Description: deferred revenue. Beg. Of year amount: 0. End of year amount: 73,140.”
Raw XML Appendix175 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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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BEI WANG |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7035181370 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 419 N LEE STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ALEXANDRIA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 223149980 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 58704 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 125165 |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 131460 |
| IRS990EZ/GrossReceiptsAmt | 0 | 107759 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 14658 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 63559 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 54141 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 55789 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 54141 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 55789 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LORI AUGUSTYNIAK CPA CIC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KIM GODWIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BOB FILICHIA CPIA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | EFRAIN SORA CPIA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LEE ROGERS CPIA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | LEE WIGLESWORTH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JEFFREY RUSH CIC AFIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | CRAIG MOST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | PAUL SCHNEIDER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | DANA ANAMAN CAE MBA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | IMMEDIATE PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | NATIONAL DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | EXECUTIVE DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1382 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 6295 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -147 |
| IRS990EZ/OtherEmployeePaidOver100kCnt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 21295 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 750 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROMOTE THE INSURANCE INDUSTRY IN FLORIDA, PROVIDE TRAINING AND CONTINUING EDUCATION OPPORTUNITY FOR MEMBERS AND SUPPORT THE GROWTH OF THE INSURANCE INDUSTRY AND ITS MEMBERS' AGENCIES. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 27422 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | INCREASED EDUCATIONAL OFFERINGS TO PIA OF FLORIDA MEMBERS INCLUDING CPIA AND CE COURSES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | MOVED THE PIAFL E&O BOOK OF BUSINESS MANAGEMENT FROM ALL RISKS TO PIA SERVICES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | REFOCUSED THE ADVOCACY COMMITTEE. PIA OF FLORIDA HAS INCREASED THEIR ADVOCACY EFFORTS THIS PAST YEAR. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | PIA OF FLORIDA HAS ENGAGED IN AN ANNUAL MEETING OF THE MEMBERS, PROVIDING EDUCATION TO AGENTS IN FLORIDA. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 3 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 1 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 5945 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 75671 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 105964 |
| IRS990EZ/TotalRevenueAmt | 0 | 107759 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.PIAFL.ORG |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | 0 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | 1 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: E&O INCOME - ROYALTIES. AMOUNT: 14,658. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ADVERTISING INCOME. AMOUNT: 750. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: OFFICE EXPENSES. AMOUNT: 3,238. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 1,899. DESCRIPTION: DUES PAID TO NATIONAL. AMOUNT: 7,656. DESCRIPTION: INSURANCE. AMOUNT: 1,868. DESCRIPTION: MISCELLANEOUS. AMOUNT: 186. DESCRIPTION: EDUCATION & TRAINING. AMOUNT: 4,558. DESCRIPTION: CONFERENCES, CONVENTIONS, & MEETINGS. AMOUNT: 1,523. DESCRIPTION: TRAVEL. AMOUNT: 367. TOTAL TO FORM 990-EZ, LINE 16: 21,295. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -147. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,382. END OF YEAR AMOUNT: 1,472. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,823. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 5,945. END OF YEAR AMOUNT: 2,531. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 73,140. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DANA ANAMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8508938245 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-04-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PROFESSIONAL INSURANCE AGENTS OF FLORIDA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PROF |
| ReturnHeader/Filer/EIN | 0 | 590870355 |
| ReturnHeader/Filer/PhoneNum | 0 | 8508938245 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 419 N LEE STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ALEXANDRIA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 223149980 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 390974031 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WEGNER CPAS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 419 N LEE STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ALEXANDRIA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 223149980 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6082744020 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-04-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GLENN MILLER CPA |
| ReturnHeader/ReturnTs | 0 | 2025-04-17T16:29:19-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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