PROFESSIONAL INSURANCE AGENTS WESTERN ALLIANCE (EIN 201669321) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

DOUG HARTLEY

Phone

3605717100

Tax Period

2024-05-01 to 2025-04-30

PROFESSIONAL INSURANCE AGENTS WESTERN ALLIANCE, founded in 2004, is a small nonprofit that reported $570K in total revenue in fiscal year 2024. The organization ran a surplus of $206K, a strong 36% operating margin.

Mission

PROVIDE SERVICE TO MEMBERS THAT ENHANCE THEIR BUSINESSES THROUGH EDUCATION AND MARKETING PROGRAMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $405,457

Investment Income $0

Other Revenue $164,085

TOTAL REVENUE $569,542

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $331,712

Other Expenses $363,714

TOTAL EXPENSES $363,714

Year-over-Year Comparison

	2024	2023	Change
Revenue	$569,542	$587,822	0.0%
Expenses	$363,714	$475,451	-0.2%
Net Income	$205,828	$112,371	+0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN ROBERTS	DIRECTOR OR/ID	0.00	Director	$0	$0	$0
JAMES REEVES	DIRECTOR, GROUP	0.00	Director	$0	$0	$0
BILL PRENTISS	PAST PRESIDENT	0.00	Director	$0	$0	$0
HEIDI DUNCAN	DIRECTOR WA/AK	0.00	Director	$0	$0	$0
AMY PERKINS	DIRECTOR WA/AK	0.00	Director	$0	$0	$0
TYLER HOLLAND	DIRECTOR MT	0.00	Director	$0	$0	$0
DON WILLIAMS	PRESIDENT ELECT	0.00	Director	$0	$0	$0
WAYNE WEHR	DIRECTOR	0.00	Director	$0	$0	$0
DOUG HARTLEY	INTERIM PRESIDENT	40.00	Officer	$0	$0	$0
WENDY ABEL HATZEL	SECRETARY/TREASURER & STAT	0.00	Officer	$0	$0	$0
RICH BIGGS	VICE PRESIDENT	0.00	Officer	$0	$0	$0
KIM LEGATO	EXECUTIVE VICE PRESIDENT	0.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$569,542	$363,714	$735,008	$205,828
2024	$587,822	$475,451	$556,054	$112,371
2023	$598,866	$561,648	$448,711	$37,218
2022	$619,032	$571,634	$401,139	$47,398
2021	$510,685	$388,151	$367,010	$122,534
2020	$983,336	$970,159	$304,397	$13,177
2019	$962,654	$1,191,774	$353,353	$-229,120

PROFESSIONAL INSURANCE AGENTS WESTERN ALLIANCE