Civic Intelligence

Texas Professional Insurance Agents

990 • Fiscal year 2018 • EIN 76-0473274

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 13, 2019

Organization Profilewww.piatx.org
PO Box 700877Dallas, TX 75370

(972) 862-3333

Siviq Scores

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

Liabilities / Assets

90th percentile

0.43x

Higher debt load relative to assets than 90% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.08x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

78th percentile

16%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

99th percentile

338%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-12%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$39,130

Up $30,193 (+338%) from 2017

Net Assets

Up

$22,134

Up $35,358 (+267%) from 2017

Liabilities

Down

$16,996

Down $5,165 (-23%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin78th percentile

Revenue

Down

$219,186

Down $28,686 (-12%) from 2017

Expenses

Down

$183,828

Down $73,968 (-29%) from 2017

Net Income

Up

$35,358

Up $45,282 (+456%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$100K$50K$0-$50K-$100KAssets 2011: $3,049Liabilities 2011: $19,174Net Assets 2011: -$16,1252011Assets 2012: $12,404Liabilities 2012: $17,838Net Assets 2012: -$5,4342012Assets 2013: $4,642Liabilities 2013: $62,716Net Assets 2013: -$58,0742013Assets 2014: $3,078Liabilities 2014: $19,287Net Assets 2014: -$16,2092014Assets 2015: $17,718Liabilities 2015: $15,965Net Assets 2015: $1,7532015Assets 2016: $16,527Liabilities 2016: $19,827Net Assets 2016: -$3,3002016Assets 2017: $8,937Liabilities 2017: $22,161Net Assets 2017: -$13,2242017Assets 2018: $39,130Liabilities 2018: $16,996Net Assets 2018: $22,1342018Assets 2019: $63,156Liabilities 2019: $16,996Net Assets 2019: $46,1602019Assets 2020: $58,443Liabilities 2020: $3,630Net Assets 2020: $54,8132020Assets 2021: $74,935Liabilities 2021: $5,305Net Assets 2021: $69,6302021Assets 2022: $88,369Liabilities 2022: $12,294Net Assets 2022: $76,0752022Assets 2023: $21,471Liabilities 2023: $3,028Net Assets 2023: $18,4432023Assets 2024: $32,422Liabilities 2024: $12,297Net Assets 2024: $20,1252024

Highlighted filing

2018

Assets$39,130
Liabilities$16,996
Net Assets$22,134
Open 2018 Filing

Operations Trend

Revenue Growth26th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $215,5582011Expenses 2012: $166,9752012Expenses 2013: $232,3732013Revenue 2014: $222,453Expenses 2014: $180,588Net Income 2014: $41,8652014Revenue 2015: $141,021Expenses 2015: $123,059Net Income 2015: $17,9622015Revenue 2016: $182,745Expenses 2016: $187,798Net Income 2016: -$5,0532016Revenue 2017: $247,872Expenses 2017: $257,796Net Income 2017: -$9,9242017Revenue 2018: $219,186Expenses 2018: $183,828Net Income 2018: $35,3582018Revenue 2019: $168,207Expenses 2019: $144,181Net Income 2019: $24,0262019Revenue 2020: $96,717Expenses 2020: $85,044Net Income 2020: $11,6732020Revenue 2021: $103,578Expenses 2021: $88,761Net Income 2021: $14,8172021Revenue 2022: $153,931Expenses 2022: $147,486Net Income 2022: $6,4452022Revenue 2023: $162,663Expenses 2023: $220,295Net Income 2023: -$57,6322023Revenue 2024: $181,585Expenses 2024: $179,903Net Income 2024: $1,6822024

Highlighted filing

2018

Revenue$219,186
Expenses$183,828
Net Income$35,358
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 13, 2019
Return Version
2017v2.2
Gross Receipts
$219,186
Mission and Program Overview

Mission

Promote the distribution of insurance in texas through qualified and professional insurance agents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$35,052-
Land, Buildings, and Equipment, Net$5,564$4,078▼ $1,486
Cash and Non-Interest-Bearing Accounts-$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 Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$8,937$39,130▲ $30,193
Other Assets Total$3,373$0▼ $3,373
Liabilities
Deferred Revenue$16,996$16,996→ $0
Other Liabilities$2,678--
Accounts Payable and Accrued Expenses$2,487--
Total Liabilities$22,161$16,996▼ $5,165
Net Assets / Fund Balance
Unrestricted Net Assets$-13,224$22,134▲ $35,358
Total Net Assets Fund Balance$-13,224$22,134▲ $35,358
Total Liabilities and Net Assets / Fund Balance$8,937$39,130▲ $30,193

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$955$5,822$6,777
Other Land Buildings$3,123$2,040$5,163
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Shirley AlmanyPast President
David GormanPresident
Chris HeinemeyerDirector
Dale MoonDirector
Doug HillDirector
Jimmy BeathardDirector
Tony HarperDirector
David MikealSecretary
Don MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$170,677
Investment Income
$39,669
Other Revenue
$8,840
Change in Net Assets
$35,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,335
Salaries, Compensation, and Employee Benefits$17,493
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$85,608
Other Salaries and Wages---$16,250
Information Technology---$10,993
Other Expenses---$8,720
Occupancy---$7,656
Office Expenses---$6,979
Insurance---$5,655
All Other Expenses---$2,995
Fees for Services Accounting---$1,600
Depreciation Depletion---$1,486
Payroll Taxes---$1,243
Total Functional Expenses$0$0$0$183,828
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“**Membership Categories***A1 - Professional MemberAn agency owner or principal of a retail insurance agency licensed to transact business in the state of Texas. Each member is entitled to one vote.*A2 - Associate (Company/MGA)Companies, organizations, and individuals who provide goods, services, and support to retail insurance agents and who wish to support the goals of the Association. Enjoy full State Association benefits, including CE, Website knowledge base, etc. This is a non-voting membership.*A3 - Professional or Associate SupporterThose who wish to support the goals of the Association. This is a non-voting membership. (includes subscription to National Magazine PIA Connection)*Y3 - Young Insurance ProfessionalIndividuals who are not agency owners, age 40 and under, who are interested in furthering the goals of the Association. This is a non-voting membership and is entitled to State benefits only. (includes subscription to National Magazine PIA Connection)*RM - Retired Professional or Associate MembersAvailable to individuals, who prior to retirement were classified as either a Professional or Associate member. This is a non-voting membership and is entitled to State benefits only. (includes subscription to National Magazine PIA Connection)”

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

“Form 990 is prepared by the Organization's CPA and reviewed by the Treasurer before it is filed.”

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

“Certain other documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Texas Professional Insurance Agents
EIN
76-0473274
Phone
9728623333
Address
PO Box 700877, Dallas, TX 75370

Signing Officer

Name
Don Miller
Title
Treasurer
Signed
2019-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Gorman
Formed
1995
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
9

Preparer

Firm
Dunagan Jack LLP
Address
3724 Jefferson Street Suite 307, Austin, TX 78731
Preparer
Gary Joseph Jack
Phone
5124208997
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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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IRS990/PYTotalExpensesAmt0257796
IRS990/PYTotalRevenueAmt0247872
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt035358
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035052
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0955
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05822
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06777
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03123
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02040
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05163
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04078
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0**Membership Categories***A1 - Professional MemberAn agency owner or principal of a retail insurance agency licensed to transact business in the state of Texas. Each member is entitled to one vote.*A2 - Associate (Company/MGA)Companies, organizations, and individuals who provide goods, services, and support to retail insurance agents and who wish to support the goals of the Association. Enjoy full State Association benefits, including CE, Website knowledge base, etc. This is a non-voting membership.*A3 - Professional or Associate SupporterThose who wish to support the goals of the Association. This is a non-voting membership. (includes subscription to National Magazine PIA Connection)*Y3 - Young Insurance ProfessionalIndividuals who are not agency owners, age 40 and under, who are interested in furthering the goals of the Association. This is a non-voting membership and is entitled to State benefits only. (includes subscription to National Magazine PIA Connection)*RM - Retired Professional or Associate MembersAvailable to individuals, who prior to retirement were classified as either a Professional or Associate member. This is a non-voting membership and is entitled to State benefits only. (includes subscription to National Magazine PIA Connection)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is prepared by the Organization's CPA and reviewed by the Treasurer before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Certain other documents available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0true
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0Texas Professional Insurance Agents
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0742785895
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Insurance sales
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Texas Insurance Professionals Svcs Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt0565971
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt0387446
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO Box 700877
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Dallas
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd075370
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt018337
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt139669
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash tranx
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Cash tranx
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Texas Insurance Professionals Svcs Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Texas Insurance Professionals Svcs Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0c
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1f
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08937
IRS990/TotalAssetsEOYAmt039130
IRS990/TotalAssetsGrp/BOYAmt08937
IRS990/TotalAssetsGrp/EOYAmt039130
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0183828
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022161
IRS990/TotalLiabilitiesEOYAmt016996
IRS990/TotalLiabilitiesGrp/BOYAmt022161
IRS990/TotalLiabilitiesGrp/EOYAmt016996
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-13224
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022134
IRS990/TotalProgramServiceRevenueAmt0170677
IRS990/TotalRevenueGrp/ExclusionAmt0177441
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041745
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0219186
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08937
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt039130
IRS990/TransactionWithControlEntInd0true
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-13224
IRS990/UnrestrictedNetAssetsGrp/EOYAmt022134
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 700877
IRS990/USAddress/CityNm0Dallas
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075370
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.piatx.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Don Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Texas Professional Insurance Agents
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0760473274
ReturnHeader/Filer/PhoneNum09728623333

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,130
Liabilities
$16,996
Net assets
$22,134
Revenue
$219,186
Expenses
$183,828
Net income
$35,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.12$0.20$1.82$1.80$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.03$0.18$1.63$2.20$0.58
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.12$0.76$1.54$1.47$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.05$0.70$1.04$0.89$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.04$0.55$0.97$0.85$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.17$0.46$1.68$1.44$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.17$0.22$2.19$1.84$0.35
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.22$0.13$2.48$2.58$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.20$0.03$1.83$1.88$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.16$0.02$1.41$1.23$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.19$0.16$2.22$1.81$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.63$0.58$2.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.18$0.05$1.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.19$0.16$2.16