PROFESSIONAL INSURANCE AGENTS OF LOUISIANA INC (EIN 720433572) - 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

1943

Legal Domicile

Principal Officer

DANETTE CASTELLO

Phone

2257667770

Tax Period

2023-09-01 to 2024-08-31

PROFESSIONAL INSURANCE AGENTS OF LOUISIANA INC, founded in 1943, is a small nonprofit that reported $747K in total revenue in fiscal year 2023.

Mission

TO SERVE THE NEEDS OF THE INSURANCE AGENTS IN LOUISIANA

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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 $250,835

Program Service Revenue $448,299

Investment Income $8

Other Revenue $48,061

TOTAL REVENUE $747,203

Expense Breakdown

Grants Paid $0

Salaries & Benefits $311,748

Fundraising Expenses $0

Other Expenses $432,742

TOTAL EXPENSES $744,490

Year-over-Year Comparison

	2023	2022	Change
Revenue	$747,203	$723,970	+0.0%
Expenses	$744,490	$706,356	+0.1%
Net Income	$2,713	$17,614	-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

Employees

Volunteers

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
CLYDE BOHNE	DIRECTOR	1.00	Director	$0	$0	$0
DANETTE CASTELLO	PRESIDENT	1.00	Officer Director	$0	$0	$0
GUY CHABERT	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER CLEMENTS	SECRETARY TR	1.00	Officer Director	$0	$0	$0
RYAN DAUL	PAST PRESIDE	1.00	Director	$0	$0	$0
DANIELLE DAUZAT	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY FLANAGAN	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE GENDUSA-WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
LINDA GORTEMILLER	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
AL PAPPALARDO JR	NATIONAL DIR	1.00	Officer Director	$0	$0	$0
ROBERT BROUSSARD JR	DIRECTOR	1.00	Director	$0	$0	$0
BARRY NEAL	DIRECTOR	1.00	Director	$0	$0	$0
BEAUX PILGRIM	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT RUEL	DIRECTOR	1.00	Director	$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
2024	$747,203	$744,490	$650,159	$2,713
2023	$723,970	$706,356	$663,832	$17,614
2022	$709,823	$641,331	$662,001	$68,492
2021	$632,243	$609,201	$655,716	$23,042
2020	$596,107	$598,718	$600,269	$-2,611
2019	$746,567	$743,250	$571,511	$3,317
2018	$792,491	$785,638	$581,781	$6,853

PROFESSIONAL INSURANCE AGENTS OF LOUISIANA INC