Civic Intelligence

Professional Insurance Agents of Louisiana Inc

990 • Fiscal year 2019 • EIN 72-0433572

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 13, 2020

Organization ProfileWWW.PIAOFLOUISIANA.COM
4021 We Heck CT Bldg KBaton Rouge, LA 70816

(225) 766-7770

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.38x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.29x

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

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

37th percentile

0.4%

Higher net margin than 37% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Asset Growth

29th percentile

-1.8%

Faster asset growth than 29% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-5.8%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$571,511

Down $10,270 (-1.8%) from 2018

Net Assets

Up

$355,936

Up $3,317 (+0.9%) from 2018

Liabilities

Down

$215,575

Down $13,587 (-5.9%) from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin37th percentile

Revenue

Down

$746,567

Down $45,924 (-5.8%) from 2018

Expenses

Down

$743,250

Down $42,388 (-5.4%) from 2018

Net Income

Down

$3,317

Down $3,536 (-52%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$800K$600K$400K$200K$0Assets 2011: $305,350Liabilities 2011: $68,338Net Assets 2011: $237,0122011Assets 2012: $356,961Liabilities 2012: $59,788Net Assets 2012: $297,1732012Assets 2013: $367,621Liabilities 2013: $43,584Net Assets 2013: $324,0372013Assets 2014: $360,787Liabilities 2014: $43,436Net Assets 2014: $317,3512014Assets 2015: $375,025Liabilities 2015: $21,046Net Assets 2015: $353,9792015Assets 2016: $457,790Liabilities 2016: $0Net Assets 2016: $457,7902016Assets 2017: $588,010Liabilities 2017: $242,244Net Assets 2017: $345,7662017Assets 2018: $581,781Liabilities 2018: $229,162Net Assets 2018: $352,6192018Assets 2019: $571,511Liabilities 2019: $215,575Net Assets 2019: $355,9362019Assets 2020: $600,269Liabilities 2020: $246,944Net Assets 2020: $353,3252020Assets 2021: $655,716Liabilities 2021: $232,329Net Assets 2021: $423,3872021Assets 2022: $662,001Liabilities 2022: $170,122Net Assets 2022: $491,8792022Assets 2023: $663,832Liabilities 2023: $154,339Net Assets 2023: $509,4932023Assets 2024: $650,159Liabilities 2024: $137,953Net Assets 2024: $512,2062024

Highlighted filing

2019

Assets$571,511
Liabilities$215,575
Net Assets$355,936
Open 2019 Filing

Operations Trend

Revenue Growth23rd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $750,720Expenses 2011: $731,429Net Income 2011: $19,2912011Expenses 2012: $720,4122012Revenue 2013: $819,787Expenses 2013: $792,923Net Income 2013: $26,8642013Revenue 2014: $798,633Expenses 2014: $805,319Net Income 2014: -$6,6862014Revenue 2015: $884,744Expenses 2015: $848,116Net Income 2015: $36,6282015Revenue 2016: $928,122Expenses 2016: $824,311Net Income 2016: $103,8112016Revenue 2017: $755,552Expenses 2017: $867,576Net Income 2017: -$112,0242017Revenue 2018: $792,491Expenses 2018: $785,638Net Income 2018: $6,8532018Revenue 2019: $746,567Expenses 2019: $743,250Net Income 2019: $3,3172019Revenue 2020: $596,107Expenses 2020: $598,718Net Income 2020: -$2,6112020Revenue 2021: $632,243Expenses 2021: $609,201Net Income 2021: $23,0422021Revenue 2022: $709,823Expenses 2022: $641,331Net Income 2022: $68,4922022Revenue 2023: $723,970Expenses 2023: $706,356Net Income 2023: $17,6142023Revenue 2024: $747,203Expenses 2024: $744,490Net Income 2024: $2,7132024

Highlighted filing

2019

Revenue$746,567
Expenses$743,250
Net Income$3,317
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 13, 2020
Return Version
2018v3.2
Gross Receipts
$746,567
Mission and Program Overview

Mission

To serve the needs of the insurance agents of louisiana

To serve the needs of the insurance agents in louisiana

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$398,855$389,551▼ $9,304
Cash and Non-Interest-Bearing Accounts$156,861$155,888▼ $973
Savings and Temporary Cash Investments$15,786$15,793▲ $7
Prepaid Expenses and Deferred Charges$279$279→ $0
Total Assets$581,781$571,511▼ $10,270
Other Assets Total$10,000$10,000→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$229,162$215,575▼ $13,587
Total Liabilities$229,162$215,575▼ $13,587
Net Assets / Fund Balance
Unrestricted Net Assets$352,619$355,936▲ $3,317
Total Net Assets Fund Balance$352,619$355,936▲ $3,317
Total Liabilities and Net Assets / Fund Balance$581,781$571,511▼ $10,270

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$336,101$26,749$362,850
Equipment-$74,883$74,883
Land$53,450-$53,450
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Bryan DuplantierPresident
Charlie WilliamsPresident -
Barry NealDirector
Blaine PrejeanDirector
Danette CastelloDirector
Danielle Gendusa-wagnerDirector
Jennifer ClementsDirector
Jessica M ClaytonDirector
Linda GortemillerDirector
Ryan DaulDirector
Al Pappalardo JrPast Preside
Clint GulettSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$251,600
Program Service Revenue
$437,765
Investment Income
$8
Other Revenue
$57,194
All Other Contributions
$55,730
Change in Net Assets
$3,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$438,692
Salaries, Compensation, and Employee Benefits$304,558
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$240,033
Conferences and Meetings---$106,641
Office Expenses---$84,331
Other Employee Benefits---$38,419
Payroll Taxes---$18,667
Occupancy---$18,384
Insurance---$13,382
Fees for Services Accounting---$12,909
Depreciation Depletion---$9,304
Interest---$8,473
Pension Plan Contributions---$7,439
Other Expenses---$7,394
All Other Expenses---$3,207
Travel---$240
Total Functional Expenses$0$0$0$743,250
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“There is only one class of membership. Members do not have the rights to elect members of the governing body, or to approve significant decisions of the governing body. Members also do not have the right to share in the organization's profits or net assets upon dissolution.”

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

“A copy of the 990 is provided to the president who then presents it before the board where it is reviewed before being signed and submitted to the irs.”

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

“Conflict of interest policy is reviewed annually, all board members are required to sign at the beginning of each fiscal year.”

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

“The executive director, with oversight from the board, establishes and reviews the compensation for the staff.”

Form 990, Page 6, Part VI, Line 19

“The organization only provides those documents required to be disclosed, and then only upon request.”

Filing and Contact Details

Filer

Filer Name
Professional Insurance Agents of
EIN
72-0433572
Phone
2257667770
Address
4021 WE HECK CT BLDG K, BATON ROUGE, LA 70816

Signing Officer

Name
Jody Boudreaux
Title
Executive
Phone
2257667770
Signed
2020-07-13
Discuss with paid preparer
Yes

Organization Details

Formed
1943
Legal Domicile
La
Voting Board Members
12
Independent Board Members
12
Employees
7
Volunteers
50

Preparer

Firm
Wrightmooredehartdupuis & Hutchinson
Address
PO BOX 80569, LAFAYETTE, LA 70598
Preparer
Lance E Crappell CPA
Phone
3372323637
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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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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RETAINED THE SERVICES OF A PROFESSIONAL LOBBYIST TO LOBBY THE LOUISIANA LEGISLATURE TO MONITOR BILLS THAT AFFECT THE INSURANCE AGENCY.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART I-A, LINE 1
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt026749
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt074883
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt074883
IRS990ScheduleD/LandGrp/BookValueAmt053450
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt053450
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0389551
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS ONLY ONE CLASS OF MEMBERSHIP. MEMBERS DO NOT HAVE THE RIGHTS TO ELECT MEMBERS OF THE GOVERNING BODY, OR TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. MEMBERS ALSO DO NOT HAVE THE RIGHT TO SHARE IN THE ORGANIZATION'S PROFITS OR NET ASSETS UPON DISSOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS PROVIDED TO THE PRESIDENT WHO THEN PRESENTS IT BEFORE THE BOARD WHERE IT IS REVIEWED BEFORE BEING SIGNED AND SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY, ALL BOARD MEMBERS ARE REQUIRED TO SIGN AT THE BEGINNING OF EACH FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR, WITH OVERSIGHT FROM THE BOARD, ESTABLISHES AND REVIEWS THE COMPENSATION FOR THE STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION ONLY PROVIDES THOSE DOCUMENTS REQUIRED TO BE DISCLOSED, AND THEN ONLY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
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
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt067382
IRS990/TotalLiabilitiesBOYAmt0229162
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0746567
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0571511
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IRS990/WebsiteAddressTxt0WWW.PIAOFLOUISIANA.COM
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ReturnHeader/BuildTS02021-09-10 13:11:23Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JODY BOUDREAUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE
ReturnHeader/BusinessOfficerGrp/PhoneNum02257667770
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROFESSIONAL INSURANCE AGENTS OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOUISIANA INC
ReturnHeader/Filer/BusinessNameControlTxt0PROF
ReturnHeader/Filer/EIN0720433572
ReturnHeader/Filer/PhoneNum02257667770
ReturnHeader/Filer/USAddress/AddressLine1Txt04021 WE HECK CT BLDG K
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ABDDD2230BEEBFA921D7C895112631718E04D9B9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.80.24.171
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:34:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721108576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WRIGHTMOOREDEHARTDUPUIS & HUTCHINSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 80569
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070598
ReturnHeader/PreparerPersonGrp/PhoneNum03372323637
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANCE E CRAPPELL CPA
ReturnHeader/ReturnTs02020-07-13T18:34:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$571,511
Liabilities
$215,575
Net assets
$355,936
Revenue
$746,567
Expenses
$743,250
Net income
$3,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.50$1.38$5.12$7.47$7.44$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.64$1.54$5.09$7.24$7.06$0.18
2022Detailed filing. Detailed filing data is available for this year.$6.62$1.70$4.92$7.10$6.41$0.68
2021Detailed filing. Detailed filing data is available for this year.$6.56$2.32$4.23$6.32$6.09$0.23
2020Detailed filing. Detailed filing data is available for this year.$6.00$2.47$3.53$5.96$5.99$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.72$2.16$3.56$7.47$7.43$0.03
2018Detailed filing. Detailed filing data is available for this year.$5.82$2.29$3.53$7.92$7.86$0.07
2017Detailed filing. Detailed filing data is available for this year.$5.88$2.42$3.46$7.56$8.68$1.12
2016Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$9.28$8.24$1.04
2015Detailed filing. Detailed filing data is available for this year.$3.75$0.21$3.54$8.85$8.48$0.37
2014Detailed filing. Detailed filing data is available for this year.$3.61$0.43$3.17$7.99$8.05$0.07
2013Summary only. Only limited summary data is available for this year.$3.68$0.44$3.24$8.20$7.93$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$0.60$2.97$7.20
2011Summary only. Only limited summary data is available for this year.$3.05$0.68$2.37$7.51$7.31$0.19