WISCONSIN INSURANCE ALLIANCE (EIN 390714210) - 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

1969

Legal Domicile

Principal Officer

ANDY FRANKEN

Phone

6082551749

Tax Period

2023-01-01 to 2023-12-31

WISCONSIN INSURANCE ALLIANCE, founded in 1969, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Expenses of $1.1M left a modest 10% surplus.

Mission

THE WISCONSIN INSURANCE ALLIANCE (WIA) IS A STATE TRADE ASSOCIATION OF PROPERTY AND CASUALTY INSURANCE COMPANIES. THE WIA IS THE PRIMARY SPOKESPERSON FOR THE PROPERTY AND CASUALTY INSURANCE INDUSTRY IN WISCONSIN WITH THE LEGISLATURE, EXECUTIVE BRANCH, OFFICE OF COMMISSIONER OF INSURANCE (OCI), AND THE MEDIA. THE WIA WORKS IN CONJUNCTION WITH THE NATIONAL INSURANCE TRADES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $41,039

Program Service Revenue $1,188,179

Investment Income $34,489

Other Revenue $0

TOTAL REVENUE $1,263,707

Expense Breakdown

Grants Paid $152,442

Salaries & Benefits $548,406

Fundraising Expenses $0

Other Expenses $433,169

TOTAL EXPENSES $1,134,017

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,263,707	$1,238,810	+0.0%
Expenses	$1,134,017	$1,182,346	0.0%
Net Income	$129,690	$56,464	+1.3%

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

Employees

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

$388,017

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLIE WALSH	DIRECTOR	0.50	Director	$0	$0	$0
HEATHER DRAKE	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN GRILL	DIRECTOR	0.50	Director	$0	$0	$0
ART MILLER	DIRECTOR	0.50	Director	$0	$0	$0
INDRIS ASHIMI	DIRECTOR	0.50	Director	$0	$0	$0
MONICA GROVES	DIRECTOR	0.50	Director	$0	$0	$0
KATHY BUBECK	CHAIR	0.50	Officer Director	$0	$0	$0
JASON RUDIS	DIRECTOR	0.50	Director	$0	$0	$0
STACEY WALSTAD	DIRECTOR	0.50	Director	$0	$0	$0
DAWN LEMKE	DIRECTOR	0.50	Director	$0	$0	$0
SHARENA ALI	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTOPHER ROE	DIRECTOR	0.50	Director	$0	$0	$0
ROB FABER	DIRECTOR	0.50	Director	$0	$0	$0
JIM WERBECKES	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS MERIDETH	DIRECTOR	0.50	Director	$0	$0	$0
SARAH MUELLER	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS GALLE	DIRECTOR	0.50	Director	$0	$0	$0
DARREN ROEH	DIRECTOR	0.50	Director	$0	$0	$0
JANE WICHMAN	DIRECTOR	0.50	Director	$0	$0	$0
MARK WILLSON	DIRECTOR	0.50	Director	$0	$0	$0
MATT BECKER	DIRECTOR	0.50	Director	$0	$0	$0
MARK SCHLOEMER	DIRECTOR	0.50	Director	$0	$0	$0
CHAD SCHUETTPELZ	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT KRUM	DIRECTOR	0.50	Director	$0	$0	$0
TODD LENTZ	DIRECTOR	0.50	Director	$0	$0	$0
EDEN PEARSON	DIRECTOR	0.50	Director	$0	$0	$0
ALAN PAVLIC	DIRECTOR	0.50	Director	$0	$0	$0
MARK EWERT	DIRECTOR	0.50	Director	$0	$0	$0
ANN BREY	DIRECTOR	0.50	Director	$0	$0	$0
MARA GEOSANO	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINE SORENSON	DIRECTOR	0.50	Director	$0	$0	$0
GAIL LUEDKE	DIRECTOR	0.50	Director	$0	$0	$0
DAN FERRIS	DIRECTOR	0.50	Director	$0	$0	$0
JOHN CRONIN	DIRECTOR	0.50	Director	$0	$0	$0
MIKE HAPPE	DIRECTOR	0.50	Director	$0	$0	$0
RICK PARKS	DIRECTOR	0.50	Director	$0	$0	$0
MARGARET NUNNE	DIRECTOR	0.50	Director	$0	$0	$0
ADAM REED	DIRECTOR	0.50	Director	$0	$0	$0
ANDY KNIPFER	DIRECTOR	0.50	Director	$0	$0	$0
JESS ALANIS	DIRECTOR	0.50	Director	$0	$0	$0
PRANAV SHAH	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTOPHER ZWYGART	DIRECTOR	0.50	Director	$0	$0	$0
JON HEBEISEN	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL LAMONT	DIRECTOR	0.50	Director	$0	$0	$0
KRISTINE BURCK	DIRECTOR	0.50	Director	$0	$0	$0
LYNNE GRINSELL	DIRECTOR	0.50	Director	$0	$0	$0
ANTHONY CONLIN	VICE CHAIR (THROUGH JUNE 2023)	0.50	Officer Director	$0	$0	$0
RYAN MCCLONE	SECRETARY/TREASURER (THROUGH JUNE 2023)	0.50	Officer Director	$0	$0	$0
ANDY FRANKEN	PRESIDENT	40.00	Officer	$334,751	$53,266	$388,017
KARLA KAHL	DIRECTOR OF OPERATIONS	40.00	Highest	$109,179	$21,872	$131,051

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
2024	No data	No data	No data	No data
2023	$1,263,707	$1,134,017	$1,929,826	$129,690
2022	$1,238,810	$1,182,346	$1,341,304	$56,464
2021	$1,162,066	$1,155,424	$1,327,043	$6,642
2020	$1,157,674	$1,146,384	$1,393,939	$11,290
2019	$1,183,626	$1,061,890	$1,140,780	$121,736
2018	$1,269,574	$1,325,750	$935,709	$-56,176

WISCONSIN INSURANCE ALLIANCE