PROFESSIONAL INSURANCE AGENTS OF FL (EIN 590870355) - 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

1964

Legal Domicile

Principal Officer

CAPLE HOWDEN

Phone

8508939245

Tax Period

2018-01-01 to 2018-12-31

PROFESSIONAL INSURANCE AGENTS OF FL, founded in 1964, is a small nonprofit that reported $284K in total revenue in fiscal year 2018. Revenue decreased 17% compared to the prior year.

Mission

TO PROMOTE THE INSURANCE INDUSTRY IN FLORIDA, PROVIDE TRAINING AND CONTINUING EDUCATION OPPORTUNITY FOR MEMBERS AND SUPPORT THE GROWTH OF THE INSURANCE INDUSTRY AND ITS MEMBERS' FIRMS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $271,721

Investment Income $4

Other Revenue $12,056

TOTAL REVENUE $283,781

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $202,901

Other Expenses $284,013

TOTAL EXPENSES $284,013

Year-over-Year Comparison

	2018	2017	Change
Revenue	$283,781	$342,171	-0.2%
Expenses	$284,013	$361,967	-0.2%
Net Income	$-232	$-19,796	-1.0%

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

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
BRIAN SAMBERG	NATIONAL DIR	2.00	Director	$0	$0	$0
LORENE WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
PHILIP ZELLMAN	DIRECTOR	0.00	Director	$0	$0	$0
LARRY WILLIS	DIRECTOR	0.00	Director	$0	$0	$0
LEE ROGERS	DIRECTOR	0.00	Director	$0	$0	$0
ROBERT FILICHIA	DIRECTOR	0.00	Director	$0	$0	$0
DWIGHT VAN LIEROP	DIRECTOR	2.00	Director	$0	$0	$0
JEFFRY RUSH	DIRECTOR	0.00	Director	$0	$0	$0
CAPLE HOWDEN	PRESIDENT	2.00	Officer	$0	$0	$0
LORI ANDERSON	SECRETARY-TR	2.00	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
2018	$283,781	$284,013	$31,853	$-232
2017	$342,171	$361,967	$76,963	$-19,796

PROFESSIONAL INSURANCE AGENTS OF FL