PROFESSIONAL INSURANCE AGENTS WESTERN ALLIANCE

EIN: 201669321

VANCOUVER, WA

Total Revenue
$569,542
Total Expenses
$363,714
Total Assets
$735,008
Net Assets
$688,066
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
WA
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 SERVICES TO MEMBERS THAT ENHANCE THEIR BUSINESSES THROUGH EDUCATION AND MARKETING PROGRAMS.

Program Service Accomplishments

Program 1
Expenses: $153,510 Revenue: $188,488

THE EDUCATION PROGRAMS PROVIDED SEMINARS FOR MEMBERS OF THE ASSOCIATION TO MAINTAIN AND IMPROVE THE OVERALL SERVICE OF INSURANCE AGENTS. THE PROGRAMS RANGE IN ATTENDANCE FROM 10 TO 135 MEMBERS.

Program 2
Expenses: $102,612 Revenue: $98,027

THE CONVENTIONS PROVIDED MEMBERS WITH AN OPPORTUNITY TO NETWORK AND LEARN NEW MARKETING STRATEGIES IN ORDER TO IMPROVE THE AGENT'S SERVICE AND TO PROMOTE THEIR BUSINESSES. EACH CONVENTION IS ATTENDED...

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THE CONVENTIONS PROVIDED MEMBERS WITH AN OPPORTUNITY TO NETWORK AND LEARN NEW MARKETING STRATEGIES IN ORDER TO IMPROVE THE AGENT'S SERVICE AND TO PROMOTE THEIR BUSINESSES. EACH CONVENTION IS ATTENDED BY 350 TO 400 MEMBERS.

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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%)

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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

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Governance

Voting Members
10
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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
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
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