Independent Insurance Agents & Broker of Washington (EIN 916033271) - 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

1981

Legal Domicile

Principal Officer

Daniel Holst

Phone

4256490102

Tax Period

2024-09-01 to 2025-08-31

Independent Insurance Agents & Broker of Washington, founded in 1981, is a small nonprofit that reported $446K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

IIAWB is a not-for-profit entity that promotes the American insurance agency system among Washington State insurance agents.

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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 $367,268

Investment Income $17,025

Other Revenue $61,445

TOTAL REVENUE $445,738

Expense Breakdown

Grants Paid $0

Salaries & Benefits $123,133

Fundraising Expenses $1,100

Program Expenses $421,627

Other Expenses $343,611

TOTAL EXPENSES $466,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$445,738	$370,527	+0.2%
Expenses	$466,744	$386,038	+0.2%
Net Income	$-21,006	$-15,511	+0.4%

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

$128,616

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel Holst	Vice President	40.00	Officer	$0	$0	$128,616
Melissa Power	Director	2.00	Director	$0	$0	$0
Ryan Porter	Director	2.00	Director	$0	$0	$0
Craig Field	President	2.00	Officer Director	$0	$0	$0
Hans Eskelsen	Director	2.00	Director	$0	$0	$0
Amberlyn McQuary	Director	2.00	Director	$0	$0	$0
Nick Brewe	Secretary	2.00	Officer Director	$0	$0	$0
Reid Ekberg	President	2.00	Officer 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
2025	$445,738	$466,744	$746,764	$-21,006
2024	$370,527	$386,038	$661,066	$-15,511
2023	$295,964	$324,050	$796,158	$-28,086
2022	$295,010	$325,587	$819,850	$-30,577
2021	$282,690	$284,202	$967,944	$-1,512
2020	$311,285	$289,869	$877,777	$21,416
2019	$359,524	$301,152	$891,108	$58,372
2018	$343,971	$314,035	$919,188	$29,936

Independent Insurance Agents & Broker of Washington