2024-09-13T14:58:33-05:00 2024-04-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-05-01 390962003 PROFESSIONAL INSURANCE AGENTS OF WISCONSIN INC PROF 6082748188 725 HEARTLAND TRAIL 108 MADISON WI 53717 PETER HANSON EXECUTIVE DIRECTOR 6082748188 2024-09-13 1 1 GLENN MILLER CPA P00086726 6082744020 2024-09-12 2023 2024-08-08 14:25:15Z PETER HANSON 725 HEARTLAND TRAIL 108 MADISON WI 53717 1809767 0 X PIAW.ORG X 1957 WI A COMMUNITY BUILT BY DEDICATED PROFESSIONALS SUPPORTING THE ADVANCEMENT AND EXCELLENCE OF ALL INDEPENDENT INSURANCE AGENCIES. 13 13 6 180 371971 81311 0 0 1098905 1093836 9114 85359 526789 507056 1634808 1686251 24500 23000 0 0 620077 644748 0 0 0 999441 971766 1644018 1639514 -9210 46737 2915200 2993479 703477 651253 2211723 2342226 A COMMUNITY BUILT BY DEDICATED PROFESSIONALS SUPPORTING THE ADVANCEMENT AND EXCELLENCE OF ALL INDEPENDENT INSURANCE AGENCIES. 0 0 PROFESSIONAL INSURANCE AGENTS OF WISCONSIN PROVIDES CONVENTIONS, SEMINARS, AND SCHOLARSHIPS TO PROMOTE THE PROLIFERATION OF ETHICAL AND EDUCATIONAL DATA TO ITS MEMBERS. DURING THE YEAR, 796 STUDENTS PARTICIPATED IN THE CERTIFIED INSURANCE COUNSELOR PROGRAM, 888 STUDENTS PARTICIPATED IN THE CERTIFIED INSURANCE SERVICE REPRESENTATIVE PROGRAM, AND 494 STUDENTS UTILIZED OTHER PIAW WEBINARS. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 6 1 1 1 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X PETER HANSON 6082748188 725 HEARTLAND TRAIL STE 108 MADISON WI 53717 PETER HANSON EXECUTIVE DIRECTOR 40.00 X 156842 0 28019 LACEY ENDRES PRESIDENT 2.00 X X 0 0 0 JON STROM VICE PRESIDENT 2.00 X X 0 0 0 OCTAVIO PADILLA TREASURER 2.00 X X 0 0 0 STEVE ALBINGER SECRETARY 2.00 X X 0 0 0 TRACY OESTREICH PIA NATIONAL DIRECTOR 2.00 X 0 0 0 STEVE CLEMENTS PAST PRESIDENT 2.00 X 0 0 0 ERIC LEWISON PAST PRESIDENT LIAISON 2.00 X 0 0 0 RYAN BUTZKE DIRECTOR 2.00 X 0 0 0 MIKE ENDRES DIRECTOR 2.00 X 0 0 0 ALYSSA HOBGOOD DIRECTOR 2.00 X 0 0 0 RYAN BEDROSKE DIRECTOR (FROM 10/2023) 2.00 X 0 0 0 APRIL TARRAS DIRECTOR (FROM 10/2023) 2.00 X 0 0 0 LUKE STRUPP DIRECTOR (FROM 10/2023) 2.00 X 0 0 0 ROBERT WOLFGRAM DIRECTOR (THRU 10/2023) 2.00 X 0 0 0 MITCHELL TARRAS DIRECTOR (THRU 10/2023) 2.00 X 0 0 0 MATT CRANNEY DIRECTOR (THRU 10/2023) 2.00 X 0 0 0 MICHAEL WINSTANLEY DIRECTOR (THRU 10/2023) 2.00 X 0 0 0 156842 0 28019 1 0 1 0 0 TRAININGS AND SEMINARS 611430 564146 564146 MEMBERSHIP DUES 900099 320370 320370 CONVENTION 561920 121773 121773 87547 87547 1093836 102114 102114 123184 123184 106761 123516 -16755 -16755 -16755 COMMISSIONS 524298 248533 248533 WI PROF AGENT ADVERTIS 541800 123438 123438 11901 11901 383872 1686251 1093836 371971 220444 23000 204250 338325 14214 49768 38191 1458 15633 6388 14435 7936 51427 26789 41435 577261 881 13317 NATIONAL DUES 99053 MAGAZINE PRODUCTION 60138 UNRELATED BUSINESS INCO 42150 MEMBERSHIP DUES AND SUB 1744 11721 1639514 192180 303977 160950 113789 45154 42152 28014 35019 42267 31850 11298 10417 843277 1008633 1472137 1354327 162190 125165 2915200 2993479 60663 69898 473114 448822 169700 132533 703477 651253 X 2211723 2342226 2211723 2342226 2915200 2993479 46737 83766 0 X 1 X 0 1 0 0 0 0 320370 69500 69500 142244 -72744 31491 31491 0 10776 359 10417 10417 CASH AND CASH EQUIVALENTS 1354327 F 1354327 OPERATING LEASE LIABILITIES 132533 132533 1 SCHOLARSHIPS 16 23000 PART I, LINE 2: GRANTS ARE PAID DIRECTLY TO THE SCHOOL ON BEHALF OF THE STUDENT BASED ON THE COMPLETED SCHOLARSHIP APPLICATION BY THE STUDENT WHICH DEMONSTRATES THEIR FIELD OF STUDY AND POST GRADUATION PLANS. X X X 0 0 0 PETER HANSON EXECUTIVE DIRECTOR 145342 0 11500 0 0 0 4705 0 23314 0 184861 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS FOUR CLASSES OF MEMBERSHIP: ACTIVE MEMBER - AN INDIVIDUAL OR INDEPENDENT INSURANCE AGENCY WHO REPRESENTS AT LEAST ONE MUTUAL OR STOCK INSURANCE COMPANY WHICH OPERATES UNDER THE INDEPENDENT INSURANCE AGENCY SYSTEM. COMPANY MEMBER - ANY INSURANCE COMPANY OPERATING ON THE INDEPENDENT AGENCY SYSTEM AND LICENSED TO DO BUSINESS IN THE STATE OF WISCONSIN. ASSOCIATE MEMBER - ANY PERSONS OR ORGANIZATIONS PROVIDING PRODUCTS OR SERVICES TO THE INDEPENDENT AGENCY SYSTEM. RETIRED MEMBER - ANY PERSON WHO WAS PREVIOUSLY AFFILIATED WITH THE PROFESSIONAL INSURANCE AGENTS OF WISCONSIN AND IS NOW RETIRED. ONLY ACTIVE MEMBERS HAVE THE RIGHT TO VOTE. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S ACTIVE MEMBERSHIP HAS THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY. ELECTIONS ARE HELD DURING THE ASSOCIATION'S ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE BY-LAWS MAY BE AMENDED OR REPEALED BY A MAJORITY VOTE OF THE ACTIVE MEMBERS PRESENT AT ANY ANNUAL OR SPECIAL MEETING OF THE ASSOCIATION DULY CALLED AND REGULARLY HELD. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE TREASURER AND THE MEMBERS OF THE EXECUTIVE COMMITTEE BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD, OFFICERS, VOLUNTEERS, AND KEY EMPLOYEES MUST ACT AT ALL TIMES IN TEH BEST INTERESTS OF PIAW AND SHALL DISCLOSE ALL POTENTIAL AND ACTUAL CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS AND, IF REQUIRED, REMOVE THEMSELVES FROM ALL DISCUSSION AND VOTING ON ANY RELATED MATTER. ON AN ANNUAL BASIS, ALL INDIVIDUALS TO WHOM THIS POLICY SHALL APPLY SHALL BE PROVIDED WITH A COPY OF THIS POLICY AND REQUIRED TO COMPLETE AND SIGN AN ACKNOWLEDGEMENT AND DISCLOSURE FORM PREPARED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR IS CONDUCTED BY THE EXECUTIVE COMMITTEE AND THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED USING COMPARABLE DATA FROM ASSOCIATION PUBLICATIONS. MINUTES OF THE REVIEW MEETING ARE MAINTAINED AND THE FINAL APPROVAL OF THE COMPENSATION IS MADE BY THE ASSOCIATION'S GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.