PROFESSIONAL INSURANCE AGENTS OF WISCONSIN INC (EIN 390962003) - 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

1957

Legal Domicile

Principal Officer

PETER HANSON

Phone

6082748188

Tax Period

2024-05-01 to 2025-04-30

PROFESSIONAL INSURANCE AGENTS OF WISCONSIN INC, founded in 1957, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024.

Mission

A COMMUNITY BUILT BY DEDICATED PROFESSIONALS SUPPORTING THE ADVANCEMENT AND EXCELLENCE OF ALL INDEPENDENT INSURANCE AGENCIES.

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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 $967,218

Investment Income $92,507

Other Revenue $591,790

TOTAL REVENUE $1,651,515

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $687,515

Fundraising Expenses $0

Other Expenses $970,869

TOTAL EXPENSES $1,683,384

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,651,515	$1,686,251	0.0%
Expenses	$1,683,384	$1,639,514	+0.0%
Net Income	$-31,869	$46,737	-1.7%

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

109

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

$188,804

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON STROM	PRESIDENT	2.00	Officer Director	$0	$0	$0
OCTAVIO PADILLA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE ALBINGER	TREASURER	2.00	Officer Director	$0	$0	$0
LUKE STRUPP	SECRETARY	2.00	Officer Director	$0	$0	$0
TRACY OESTREICH	PIA NATIONAL DIRECTOR	2.00	Director	$0	$0	$0
LACEY ENDRES	PAST PRESIDENT	2.00	Director	$0	$0	$0
RYAN BUTZKE	PAST PRESIDENT LIAISON	2.00	Director	$0	$0	$0
RYAN BEDROSKE	DIRECTOR	2.00	Director	$0	$0	$0
STEVE CLEMENTS	DIRECTOR	2.00	Director	$0	$0	$0
ALYSSA HOBGOOD	DIRECTOR	2.00	Director	$0	$0	$0
APRIL TARRAS	DIRECTOR	2.00	Director	$0	$0	$0
SHANNON WIEGMAN	DIRECTOR (FROM 10/2024)	2.00	Director	$0	$0	$0
MELISSA BROWN	DIRECTOR (FROM 10/2024)	2.00	Director	$0	$0	$0
MIKE ENDRES	DIRECTOR (THRU 10/2024)	2.00	Director	$0	$0	$0
ERIC LEWISON	DIRECTOR (THRU 10/2024)	2.00	Director	$0	$0	$0
PETER HANSON	EXECUTIVE DIRECTOR	40.00	Officer	$160,017	$28,787	$188,804

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	$1,651,515	$1,683,384	$3,025,801	$-31,869
2024	$1,686,251	$1,639,514	$2,993,479	$46,737
2023	$1,634,808	$1,644,018	$2,915,200	$-9,210
2022	$1,659,582	$1,572,665	$2,742,657	$86,917
2021	$1,569,485	$1,336,078	$2,930,533	$233,407
2020	$1,556,209	$1,591,604	$2,390,456	$-35,395
2019	$1,408,082	$1,630,721	$2,444,239	$-222,639

PROFESSIONAL INSURANCE AGENTS OF WISCONSIN INC