Civic Intelligence

Western Insurance Agents Association

990 • Fiscal year 2016 • EIN 95-2259541

Jun 01, 2015 to May 31, 2016 • Filed on Nov 14, 2016

Organization ProfileWWW.WIAAGROUP.ORG

View Organization Page

11190 Sun Center Drive 100Rancho Cordova, CA 95670

(916) 443-4221

Siviq Scores

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

Liabilities / Assets

94th percentile

0.68x

Higher debt load relative to assets than 94% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.15x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

67th percentile

9.2%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

30th percentile

-7.4%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

3.0%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$69,257

Down $5,552 (-7.4%) from 2015

Net Assets

Up

$21,824

Up $26,566 (+560%) from 2015

Liabilities

Down

$47,433

Down $32,118 (-40%) from 2015

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin67th percentile

Revenue

Up

$324,975

Up $9,542 (+3.0%) from 2015

Expenses

Up

$295,103

Up $6,479 (+2.2%) from 2015

Net Income

Up

$29,872

Up $3,063 (+11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$200K$100K$0-$100KAssets 2011: $37,622Liabilities 2011: $87,092Net Assets 2011: -$49,4702011Assets 2012: $51,675Liabilities 2012: $125,305Net Assets 2012: -$73,6302012Assets 2013: $50,775Liabilities 2013: $112,493Net Assets 2013: -$61,7182013Assets 2014: $79,565Liabilities 2014: $108,047Net Assets 2014: -$28,4822014Assets 2015: $74,809Liabilities 2015: $79,551Net Assets 2015: -$4,7422015Assets 2016: $69,257Liabilities 2016: $47,433Net Assets 2016: $21,8242016Assets 2017: $66,201Liabilities 2017: $25,471Net Assets 2017: $40,7302017Assets 2018: $96,770Liabilities 2018: $12,963Net Assets 2018: $83,8072018Assets 2019: $123,994Liabilities 2019: $11,183Net Assets 2019: $112,8112019Assets 2020: $115,940Liabilities 2020: $13,438Net Assets 2020: $102,5022020Assets 2021: $135,244Liabilities 2021: $6,650Net Assets 2021: $128,5942021Assets 2022: $136,183Liabilities 2022: $4,698Net Assets 2022: $131,4852022Assets 2023: $140,847Liabilities 2023: $3,631Net Assets 2023: $137,2162023Assets 2024: $152,750Liabilities 2024: $6,088Net Assets 2024: $146,6622024Assets 2025: $162,331Liabilities 2025: $6,664Net Assets 2025: $155,6672025

Highlighted filing

2016

Assets$69,257
Liabilities$47,433
Net Assets$21,824
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $398,082Expenses 2011: $387,565Net Income 2011: $10,5172011Expenses 2012: $405,1032012Expenses 2013: $275,9612013Revenue 2014: $320,010Expenses 2014: $283,096Net Income 2014: $36,9142014Revenue 2015: $315,433Expenses 2015: $288,624Net Income 2015: $26,8092015Revenue 2016: $324,975Expenses 2016: $295,103Net Income 2016: $29,8722016Revenue 2017: $318,440Expenses 2017: $297,218Net Income 2017: $21,2222017Revenue 2018: $359,728Expenses 2018: $312,822Net Income 2018: $46,9062018Revenue 2019: $352,823Expenses 2019: $319,694Net Income 2019: $33,1292019Revenue 2020: $302,471Expenses 2020: $312,780Net Income 2020: -$10,3092020Revenue 2021: $304,523Expenses 2021: $278,431Net Income 2021: $26,0922021Revenue 2022: $291,648Expenses 2022: $288,757Net Income 2022: $2,8912022Revenue 2023: $307,012Expenses 2023: $301,281Net Income 2023: $5,7312023Revenue 2024: $304,817Expenses 2024: $295,371Net Income 2024: $9,4462024Revenue 2025: $296,587Expenses 2025: $287,582Net Income 2025: $9,0052025

Highlighted filing

2016

Revenue$324,975
Expenses$295,103
Net Income$29,872
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$324,975
Mission and Program Overview

Mission

Exempt purpose is providing educational and informational services to independent insurance agents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$56,771$53,513▼ $3,258
Investments Other Securities$10,000$10,000→ $0
Land, Buildings, and Equipment, Net$4,133$3,273▼ $860
Prepaid Expenses and Deferred Charges$2,412$978▼ $1,434
Total Assets$74,809$69,257▼ $5,552
Other Assets Total$1,493$1,493→ $0
Liabilities
Accounts Payable and Accrued Expenses$73,244$42,044▼ $31,200
Other Liabilities$6,307$5,389▼ $918
Total Liabilities$79,551$47,433▼ $32,118
Net Assets / Fund Balance
Unrestricted Net Assets$-4,742$21,824▲ $26,566
Total Net Assets Fund Balance$-4,742$21,824▲ $26,566
Total Liabilities and Net Assets / Fund Balance$74,809$69,257▼ $5,552

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,273$40,518$43,791
Closely Held Equity Interests$10,000--
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Marty FoxChairman
Alan a Smith JrPresident
Jeff BarnettVice Chairma
Cynthia ChurneyDirector
David ForsythDirector
Ken LyonDirector
Larry ZieglerDirector
Tom PowellDirector
Neal StanleySecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$208,046
Investment Income
$85
Other Revenue
$116,844
Change in Net Assets
$29,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$295,103
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
Occupancy---$29,400
All Other Expenses---$22,718
Office Expenses---$13,150
Other Expenses---$10,200
Insurance---$8,100
Fees for Services Accounting---$2,600
Depreciation Depletion---$863
Fees for Services Other---$540
Conferences and Meetings---$150
Total Functional Expenses$0$0$0$295,103
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

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$34,088
Total Nondeductible Lobbying and Political Cost$-101,488
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$5,107
Accrued State Tax$76
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The association has members. The members have two functions within the association: 1) to elect the board of directors, and 2) members can amend the bylaws of the association.”

Form 990, Page 6, Part VI, Line 7A

“Yes. The board of directors establishes the policies governing the conduct of elections. With a majority of the voting members present and voting, members elect such number of directors as necessary to fill vacancies of directors whose terms expire as of the meeting.”

Form 990, Page 6, Part VI, Line 7B

“Yes. From time to time special meetings may be called by the members of the association to review decisions made by the board of directors.”

Form 990, Page 6, Part VI, Line 9

“Marty fox p.o. Box 867 clovis, ca 93613 jeff barnett p.o. Box 5454 el dorado hills, ca 95762 carol connors 51 avenza drive henderson, nv 89011 neal stanley 3245 w. Figarden drive fresno, ca 93711 tom powell 5070 north 6th street, 155 fresno, ca 93710 larry ziegler 2377 w. Shaw avenue, 105 fresno, ca 93711 cynthia churney 438 east katella avenue, 218 orange, ca 92867 david forsyth 1212 broadway, suite 702 oakland, ca 94612 ken lyon 3721 douglas blvd., suite 245 roseville, ca 95661”

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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Western Insurance Agents
EIN
95-2259541
Phone
9164434221
Address
11190 SUN CENTER DRIVE 100, RANCHO CORDOVA, CA 95670

Signing Officer

Name
Alan a Smith Jr
Title
President
Phone
9164434221
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan a Smith Jr
Formed
1964
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
6

Preparer

Firm
Feddersen & Company Llp
Address
28632 ROADSIDE DR STE 265, AGOURA HILLS, CA 91301-6300
Preparer
Steve Mcnulty
Phone
8187074111
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Federal income taxes -3,306 total -3,306”

Raw XML Appendix336 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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS MEMBERS. THE MEMBERS HAVE TWO FUNCTIONS WITHIN THE ASSOCIATION: 1) TO ELECT THE BOARD OF DIRECTORS, AND 2) MEMBERS CAN AMEND THE BYLAWS OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES. THE BOARD OF DIRECTORS ESTABLISHES THE POLICIES GOVERNING THE CONDUCT OF ELECTIONS. WITH A MAJORITY OF THE VOTING MEMBERS PRESENT AND VOTING, MEMBERS ELECT SUCH NUMBER OF DIRECTORS AS NECESSARY TO FILL VACANCIES OF DIRECTORS WHOSE TERMS EXPIRE AS OF THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES. FROM TIME TO TIME SPECIAL MEETINGS MAY BE CALLED BY THE MEMBERS OF THE ASSOCIATION TO REVIEW DECISIONS MADE BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARTY FOX P.O. BOX 867 CLOVIS, CA 93613 JEFF BARNETT P.O. BOX 5454 EL DORADO HILLS, CA 95762 CAROL CONNORS 51 AVENZA DRIVE HENDERSON, NV 89011 NEAL STANLEY 3245 W. FIGARDEN DRIVE FRESNO, CA 93711 TOM POWELL 5070 NORTH 6TH STREET, 155 FRESNO, CA 93710 LARRY ZIEGLER 2377 W. SHAW AVENUE, 105 FRESNO, CA 93711 CYNTHIA CHURNEY 438 EAST KATELLA AVENUE, 218 ORANGE, CA 92867 DAVID FORSYTH 1212 BROADWAY, SUITE 702 OAKLAND, CA 94612 KEN LYON 3721 DOUGLAS BLVD., SUITE 245 ROSEVILLE, CA 95661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FEDERAL INCOME TAXES -3,306 TOTAL -3,306
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt074809
IRS990/TotalAssetsEOYAmt069257
IRS990/TotalAssetsGrp/BOYAmt074809
IRS990/TotalAssetsGrp/EOYAmt069257
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0295103
IRS990/TotalGrossUBIAmt0116844
IRS990/TotalLiabilitiesBOYAmt079551
IRS990/TotalLiabilitiesEOYAmt047433
IRS990/TotalLiabilitiesGrp/BOYAmt079551
IRS990/TotalLiabilitiesGrp/EOYAmt047433
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-4742
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt021824
IRS990/TotalProgramServiceRevenueAmt0208046
IRS990/TotalRevenueGrp/ExclusionAmt085
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0208046
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0324975
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0116844
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt074809
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt069257
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-4742
IRS990/UnrestrictedNetAssetsGrp/EOYAmt021824
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011190 SUN CENTER DRIVE 100
IRS990/USAddress/CityNm0RANCHO CORDOVA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095670
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.WIAAGROUP.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN A SMITH JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09164434221
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN INSURANCE AGENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0952259541
ReturnHeader/Filer/PhoneNum09164434221
ReturnHeader/Filer/USAddress/AddressLine1Txt011190 SUN CENTER DRIVE 100
ReturnHeader/Filer/USAddress/CityNm0RANCHO CORDOVA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095670
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953239468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FEDDERSEN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028632 ROADSIDE DR STE 265
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AGOURA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913016300
ReturnHeader/PreparerPersonGrp/PhoneNum08187074111
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE MCNULTY
ReturnHeader/ReturnTs02016-12-14T14:10:27-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,257
Liabilities
$47,433
Net assets
$21,824
Revenue
$324,975
Expenses
$295,103
Net income
$29,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.07$1.56$2.97$2.88$0.09
2024Summary only. Only limited summary data is available for this year.$1.53$0.06$1.47$3.05$2.95$0.09
2023Summary only. Only limited summary data is available for this year.$1.41$0.04$1.37$3.07$3.01$0.06
2022Summary only. Only limited summary data is available for this year.$1.36$0.05$1.31$2.92$2.89$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.07$1.29$3.05$2.78$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.13$1.03$3.02$3.13$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.11$1.13$3.53$3.20$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.13$0.84$3.60$3.13$0.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.25$0.41$3.18$2.97$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.47$0.22$3.25$2.95$0.30
2015Summary only. Only limited summary data is available for this year.$0.75$0.80$0.05$3.15$2.89$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.80$1.08$0.28$3.20$2.83$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$1.12$0.62$2.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$1.25$0.74$4.05
2011Summary only. Only limited summary data is available for this year.$0.38$0.87$0.49$3.98$3.88$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • <$500k nonprofits