Civic Intelligence

Western Insurance Agents Association

990 • Fiscal year 2017 • EIN 95-2259541

Jun 01, 2016 to May 31, 2017 • Filed on Nov 03, 2017

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

89th percentile

0.38x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.08x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

61st percentile

6.7%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-4.4%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

-2.0%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$66,201

Down $3,056 (-4.4%) from 2016

Net Assets

Up

$40,730

Up $18,906 (+87%) from 2016

Liabilities

Down

$25,471

Down $21,962 (-46%) from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin61st percentile

Revenue

Down

$318,440

Down $6,535 (-2.0%) from 2016

Expenses

Up

$297,218

Up $2,115 (+0.7%) from 2016

Net Income

Down

$21,222

Down $8,650 (-29%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2017

Assets$66,201
Liabilities$25,471
Net Assets$40,730
Open 2017 Filing

Operations Trend

Revenue Growth43rd 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

2017

Revenue$318,440
Expenses$297,218
Net Income$21,222
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$318,440
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$53,513$50,622▼ $2,891
Investments Other Securities$10,000$10,000→ $0
Land, Buildings, and Equipment, Net$3,273$2,409▼ $864
Prepaid Expenses and Deferred Charges$978$1,677▲ $699
Total Assets$69,257$66,201▼ $3,056
Other Assets Total$1,493$1,493→ $0
Liabilities
Accounts Payable and Accrued Expenses$42,044$22,075▼ $19,969
Other Liabilities$5,389$3,396▼ $1,993
Total Liabilities$47,433$25,471▼ $21,962
Net Assets / Fund Balance
Unrestricted Net Assets$21,824$40,730▲ $18,906
Total Net Assets Fund Balance$21,824$40,730▲ $18,906
Total Liabilities and Net Assets / Fund Balance$69,257$66,201▼ $3,056

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,409$41,382$43,791
Closely Held Equity Interests$10,000--
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Jeff BarnettChairman
Alan a Smith JrPresident
Ken LyonVice Chairma
Cynthia ChurneyDirector
David ForsythDirector
Jason CybulskiDirector
Mark DieleDirector
Steve SchneiderDirector
Ted HammDirector
Marty FoxSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$211,476
Investment Income
$83
Other Revenue
$106,881
Change in Net Assets
$21,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$297,218
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---$30,300
All Other Expenses---$29,255
Office Expenses---$12,900
Other Expenses---$11,186
Insurance---$8,100
Fees for Services Accounting---$3,000
Depreciation Depletion---$864
Fees for Services Other---$540
Conferences and Meetings---$150
Total Functional Expenses$0$0$0$297,218
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$34,306
Total Nondeductible Lobbying and Political Cost$-67,182
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$3,396
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

“Jeff barnett p.o. Box 5454 el dorado hills, ca 95762 ken lyon 3721 douglas blvd., suite 245 roseville, ca 95661 marty fox p.o. Box 867 clovis, ca 93613 steve schneider 17742 irvine blvd, 203 tustin, ca 92780 ted hamm 1503 park st. Paso robles, ca 93446 cynthia churney 438 east katella avenue, 218 orange, ca 92867 david forsyth 1212 broadway, suite 702 oakland, ca 94612 mark diele 1221 pleasant grove blvd, 180 roseville, ca 95678 jason cybulski 7070 morro road, suite a atascadero, ca 93422”

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
2017-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan a Smith Jr
Formed
1964
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0

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 -2,316”

Raw XML Appendix341 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt042044
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt022075
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EXEMPT PURPOSE IS PROVIDING EDUCATIONAL AND INFORMATIONAL SERVICES TO INDEPENDENT INSURANCE AGENTS.
IRS990/AllOtherExpensesGrp/TotalAmt029255
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BooksInCareOfDetail/PersonNm0WESTERN INSURANCE AGENTS ASSOC
IRS990/BooksInCareOfDetail/PhoneNum09164434221
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011190 SUN CENTER DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0RANCHO CORDOVA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095670
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt053513
IRS990/CashNonInterestBearingGrp/EOYAmt050622
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0150
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt083
IRS990/CYOtherExpensesAmt0297218
IRS990/CYOtherRevenueAmt0106881
IRS990/CYProgramServiceRevenueAmt0211476
IRS990/CYRevenuesLessExpensesAmt021222
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0297218
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0318440
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0864
IRS990/Desc0PROVIDED QUALITY INSURANCE EDUCATION, INDUSTRY INFORMATION A CONVENTION AND TRADE SHOW AND GOVERNMENT AND PUBLIC ADVOCACY FOR THOUSANDS OF INSURANCE AGENTS AND OTHERS IN THE STATES OF CALIFORNIA AND NEVADA.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt03000
IRS990/FeesForServicesOtherGrp/TotalAmt0540
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0STEVE SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm1TED HAMM
IRS990/Form990PartVIISectionAGrp/PersonNm2CYNTHIA CHURNEY
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID FORSYTH
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK DIELE
IRS990/Form990PartVIISectionAGrp/PersonNm5JASON CYBULSKI
IRS990/Form990PartVIISectionAGrp/PersonNm6ALAN A SMITH JR
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFF BARNETT
IRS990/Form990PartVIISectionAGrp/PersonNm8KEN LYON
IRS990/Form990PartVIISectionAGrp/PersonNm9MARTY FOX
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/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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY/TR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0318440
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt08100
IRS990/InvestmentIncomeGrp/ExclusionAmt083
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010000
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt041382
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03273
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02409
IRS990/LandBldgEquipCostOrOtherBssAmt043791
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EXEMPT PURPOSE IS PROVIDING EDUCATIONAL AND INFORMATIONAL SERVICES TO INDEPENDENT INSURANCE AGENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt021824
IRS990/NetAssetsOrFundBalancesEOYAmt040730
IRS990/NetUnrelatedBusTxblIncmAmt015440
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt030300
IRS990/OfficeExpensesGrp/TotalAmt012900
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01493
IRS990/OtherAssetsTotalGrp/EOYAmt01493
IRS990/OtherChangesInNetAssetsAmt0-2316
IRS990/OtherExpensesGrp/Desc0ALLOCATED PERSONNEL EXP
IRS990/OtherExpensesGrp/Desc1BULLETIN
IRS990/OtherExpensesGrp/Desc2PUBLIC AFFAIRS
IRS990/OtherExpensesGrp/Desc3STRATEGIC PLANNING
IRS990/OtherExpensesGrp/TotalAmt0122209
IRS990/OtherExpensesGrp/TotalAmt147500
IRS990/OtherExpensesGrp/TotalAmt231214
IRS990/OtherExpensesGrp/TotalAmt311186
IRS990/OtherLiabilitiesGrp/BOYAmt05389
IRS990/OtherLiabilitiesGrp/EOYAmt03396
IRS990/OtherRevenueMiscGrp/BusinessCd0900003
IRS990/OtherRevenueMiscGrp/Desc0REFERRAL FEES
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0106881
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0106881
IRS990/OtherRevenueTotalAmt0106881
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0978
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01677
IRS990/PrincipalOfficerNm0ALAN A SMITH JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0211476
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0211476
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt085
IRS990/PYOtherExpensesAmt0295103
IRS990/PYOtherRevenueAmt0116844
IRS990/PYProgramServiceRevenueAmt0208046
IRS990/PYRevenuesLessExpensesAmt029872
IRS990/PYTotalExpensesAmt0295103
IRS990/PYTotalRevenueAmt0324975
IRS990/ReconcilationRevenueExpnssAmt021222
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0211476
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0-101488
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt034306
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0-67182
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt0-67182
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt010000
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/EquipmentGrp/BookValueAmt02409
IRS990ScheduleD/EquipmentGrp/DepreciationAmt041382
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt043791
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03396
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02409
IRS990ScheduleD/TotalBookValueSecuritiesAmt010000
IRS990ScheduleD/TotalLiabilityAmt03396
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt3JEFF BARNETT P.O. BOX 5454 EL DORADO HILLS, CA 95762 KEN LYON 3721 DOUGLAS BLVD., SUITE 245 ROSEVILLE, CA 95661 MARTY FOX P.O. BOX 867 CLOVIS, CA 93613 STEVE SCHNEIDER 17742 IRVINE BLVD, 203 TUSTIN, CA 92780 TED HAMM 1503 PARK ST. PASO ROBLES, CA 93446 CYNTHIA CHURNEY 438 EAST KATELLA AVENUE, 218 ORANGE, CA 92867 DAVID FORSYTH 1212 BROADWAY, SUITE 702 OAKLAND, CA 94612 MARK DIELE 1221 PLEASANT GROVE BLVD, 180 ROSEVILLE, CA 95678 JASON CYBULSKI 7070 MORRO ROAD, SUITE A ATASCADERO, CA 93422
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 -2,316
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/TotalAssetsBOYAmt069257
IRS990/TotalAssetsEOYAmt066201
IRS990/TotalAssetsGrp/BOYAmt069257
IRS990/TotalAssetsGrp/EOYAmt066201
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0297218
IRS990/TotalGrossUBIAmt0106881
IRS990/TotalLiabilitiesBOYAmt047433
IRS990/TotalLiabilitiesEOYAmt025471
IRS990/TotalLiabilitiesGrp/BOYAmt047433
IRS990/TotalLiabilitiesGrp/EOYAmt025471
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021824
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt040730
IRS990/TotalProgramServiceRevenueAmt0211476
IRS990/TotalRevenueGrp/ExclusionAmt083
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0211476
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0318440
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0106881
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt069257
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt066201
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt021824
IRS990/UnrestrictedNetAssetsGrp/EOYAmt040730
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011190 SUN CENTER DRIVE 100
IRS990/USAddress/CityNm0RANCHO CORDOVA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095670
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.WIAAGROUP.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN A SMITH JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09164434221
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId003965B6A58C391FB2F24223C0F96532FA407E795
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CF3D0BDBD8D6854909E7A45BA89D50E424EAD50F
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/PreparationDt02017-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE MCNULTY
ReturnHeader/ReturnTs02018-04-16T07:56:36-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,201
Liabilities
$25,471
Net assets
$40,730
Revenue
$318,440
Expenses
$297,218
Net income
$21,222
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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)6 • <$500k nonprofits