Washington Surveying & Rating Bureau (EIN 743049163) - 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

2001

Legal Domicile

Principal Officer

Anna Ratanawan

Phone

2062737192

Tax Period

2025-01-01 to 2025-12-31

Washington Surveying & Rating Bureau, founded in 2001, is a mid-sized nonprofit in the Mutual Benefit sector that reported $15.7M in total revenue in fiscal year 2025. Expenses of $13.6M left a modest 13% surplus.

Mission

To provide filing, loss costs, and underwriting services to subscribers.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $14,907,895

Investment Income $628,748

Other Revenue $170,178

TOTAL REVENUE $15,706,821

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,830,791

Fundraising Expenses $0

Other Expenses $2,792,004

TOTAL EXPENSES $13,622,795

Year-over-Year Comparison

	2025	2024	Change
Revenue	$15,706,821	$14,568,677	+0.1%
Expenses	$13,622,795	$12,863,704	+0.1%
Net Income	$2,084,026	$1,704,973	+0.2%

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

$985,761

Total Directors

$841,835

Key Employees

$1,729,609

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karl Newman	President, CEO & Director	40.00	Officer Director	$456,193	$52,642	$511,835
Charles Chamness	Director	2.00	Director	$55,200	$0	$55,200
Mark Cole	Director	2.00	Director	$55,200	$0	$55,200
Jeffrey Dehn	Director	2.00	Director	$55,200	$0	$55,200
Robert Hartwig	Director	2.00	Director	$55,200	$0	$55,200
Julie Rochman	Director	2.00	Director	$55,200	$0	$55,200
Brian Upton-Rowley	Director	2.00	Director	$50,000	$0	$54,000
Barbara Jo Hillyer	VP & CFO	38.00	Officer	$335,761	$24,499	$360,260
Claire Warren	Corporate Secretary	39.00	Officer	$96,542	$17,124	$113,666
Cori Medrano	VP & COO	40.00	Key Emp	$333,663	$37,288	$370,951
Jami Donaldson	Technology Solutions Dir.	40.00	Key Emp	$217,546	$33,612	$251,158
Robert Lacy	VP, Inspection Services	40.00	Key Emp	$190,540	$23,766	$214,306
Robert Ferrell	VP, Public Protection	40.00	Key Emp	$176,115	$44,304	$220,419
Bryan Stanwood	VP & CXO	40.00	Key Emp	$317,469	$50,916	$368,385
James Antush	VP, Compliance & Actuarial Services	16.00	Key Emp	$0	$37,173	$304,390
Gilroy D'silva	Sr. Software Engineer	40.00	Highest	$163,129	$20,222	$183,351
Christopher Barclay	Sr. Product Manager	40.00	Highest	$157,199	$32,402	$189,601
Guillaume Turcotte	GIS Manager	40.00	Highest	$159,391	$10,500	$169,891
Anthony Higgins	Director of Information Security	40.00	Highest	$154,213	$32,252	$186,465
Micah Tobon	Dev Ops Manager	40.00	Highest	$157,579	$19,406	$176,985

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	$15,706,821	$13,622,795	$12,128,972	$2,084,026
2024	No data	No data	No data	No data
2023	$12,627,511	$12,190,042	$8,339,973	$437,469
2022	$10,984,995	$10,793,584	$7,902,504	$191,411
2021	$10,036,683	$8,617,055	$7,711,093	$1,419,628
2020	$9,549,065	$8,722,208	$6,315,572	$826,857
2019	$9,292,947	$9,117,191	$5,493,891	$175,756
2018	$8,147,912	$7,739,889	$5,550,235	$408,023

Washington Surveying & Rating Bureau