Civic Intelligence

Western Insurance Agents Association

990 • Fiscal year 2020 • EIN 95-2259541

Jun 01, 2019 to May 31, 2020 • Filed on Nov 11, 2020

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

73rd percentile

0.12x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.04x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

38th percentile

-3.4%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

33rd percentile

-6.5%

Faster asset growth than 33% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-14%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$115,940

Down $8,054 (-6.5%) from 2019

Net Assets

Down

$102,502

Down $10,309 (-9.1%) from 2019

Liabilities

Up

$13,438

Up $2,255 (+20%) from 2019

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin38th percentile

Revenue

Down

$302,471

Down $50,352 (-14%) from 2019

Expenses

Down

$312,780

Down $6,914 (-2.2%) from 2019

Net Income

Down

-$10,309

Down $43,438 (-131%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2020

Assets$115,940
Liabilities$13,438
Net Assets$102,502
Open 2020 Filing

Operations Trend

Revenue Growth57th 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

2020

Revenue$302,471
Expenses$312,780
Net Income-$10,309
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Nov 11, 2020
Return Version
2019v5.0
Gross Receipts
$302,471
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$72,858$77,588▲ $4,730
Cash and Non-Interest-Bearing Accounts$38,922$26,514▼ $12,408
Investments Other Securities$10,000$10,000→ $0
Land, Buildings, and Equipment, Net$721$345▼ $376
Total Assets$123,994$115,940▼ $8,054
Other Assets Total$1,493$1,493→ $0
Liabilities
Other Liabilities$11,183$13,438▲ $2,255
Total Liabilities$11,183$13,438▲ $2,255
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$112,811$102,502▼ $10,309
Total Net Assets Fund Balance$112,811$102,502▼ $10,309
Total Liabilities and Net Assets / Fund Balance$123,994$115,940▼ $8,054

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$345$43,446$43,791
Closely Held Equity Interests$10,000--
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Ken LyonChairman
Alan a Smith JrPresident
Ted HammVice Chairma
Cynthia ChurneyDirector
Mark DieleDirector
Steve SchneiderSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$194,471
Investment Income
$0
Other Revenue
$108,000
Change in Net Assets
$-10,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$312,780
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
Fees for Services Other---$45,415
Occupancy---$29,790
Office Expenses---$12,295
Insurance---$8,100
All Other Expenses---$6,825
Other Expenses---$4,200
Fees for Services Accounting---$3,000
Depreciation Depletion---$377
Total Functional Expenses$0$0$0$312,780
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$13,438
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
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

“Ken lyon 3721 douglas blvd, ste. 24 roseville, ca 95661 ted hamm 1503 park st. Paso robles, ca 93446 steve schneider 17742 irvine blvd, 203 tustin, ca 92780 cynthia churney 438 east katella avenue, 218 orange, ca 92867 mark diele 1221 pleasant grove blvd, 180 roseville, ca 95678”

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
Doing Business As
Attention Mr Alan Smith Jr

Signing Officer

Name
Alan a Smith Jr
Title
President
Phone
9164434221
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan a Smith Jr
Formed
1964
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
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 IX, Line 11G

“CONSULTING 45,415 0 0”

Raw XML Appendix308 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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IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
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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/ExplanationTxt3KEN LYON 3721 DOUGLAS BLVD, STE. 24 ROSEVILLE, CA 95661 TED HAMM 1503 PARK ST. PASO ROBLES, CA 93446 STEVE SCHNEIDER 17742 IRVINE BLVD, 203 TUSTIN, CA 92780 CYNTHIA CHURNEY 438 EAST KATELLA AVENUE, 218 ORANGE, CA 92867 MARK DIELE 1221 PLEASANT GROVE BLVD, 180 ROSEVILLE, CA 95678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONSULTING 45,415 0 0
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 IX, LINE 11G
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0194471
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0302471
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0108000
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0123994
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0115940
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0WWW.WIAAGROUP.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN A SMITH JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09164434221
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN INSURANCE AGENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0952259541
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.48.37.177
ReturnHeader/FilingSecurityInformation/IPDt02020-11-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:45:22
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/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE MCNULTY
ReturnHeader/ReturnTs02020-11-19T14:45:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,940
Liabilities
$13,438
Net assets
$102,502
Revenue
$302,471
Expenses
$312,780
Net income
-$10,309
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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • 501(c)6 • <$500k nonprofits