Nonprofit · EIN 95-2259541
WESTERN INSURANCE AGENTS ASSOCIATION
Tax-exempt · RNCHO CORDOVA, CA 95670
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $296,587 | $287,582 | $9,005 | $162,331 | $6,664 | $155,667 |
| May 31, 2024 | 990 | $304,817 | $295,371 | $9,446 | $152,750 | $6,088 | $146,662 |
| May 31, 2022 | 990 | $291,648 | $288,757 | $2,891 | $136,183 | $4,698 | $131,485 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $177,582
- Investment income
- $5
- Other revenue
- $119,000
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,000
- Occupancy
- $27,700
Balance sheet and other
- Total assets, start of year
- $152,750
- Total assets, end of year
- $162,331
- Total liabilities, end of year
- $6,664
- Net assets, end of year
- $155,667
- Net assets without donor restrictions
- $155,667
- Gross unrelated business income
- $119,000
- Gross receipts
- $296,587
- Employees
- 0
- Year formed
- 1964
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW DAVIS | DIRECTOR Trustee or director | – | $0 |
| DAN ELLSWORTH | DIRECTOR Trustee or director | – | $0 |
| STEVE MORA | DIRECTOR Trustee or director | – | $0 |
| SUZANNE PATTON | DIRECTOR Trustee or director | – | $0 |
| STEVE BOZZUTO | VICE CHAIRMA Officer | – | $0 |
| KEVIN COOKSON | SECRETARY/TR Officer | – | $0 |
| COLBIE MCRAE | CHAIRMAN Officer | – | $0 |
| STEVEN PETTERSEN | PRESIDENT Officer | – | $0 |
990 for the year ended May 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN COOKSON | DIRECTOR Trustee or director | – | $0 |
| MATTHEW DAVIS | DIRECTOR Trustee or director | – | $0 |
| DAN ELLSWORTH | DIRECTOR Trustee or director | – | $0 |
| SUZANNE PATTON | DIRECTOR Trustee or director | – | $0 |
| STEVE BOZZUTO | VICE CHAIRMA Officer | – | $0 |
| COLBIE MCRAE | SECRETARY/TR Officer | – | $0 |
| STEVEN PETTERSEN | PRESIDENT Officer | – | $0 |
| STEVE SCHNEIDER | CHAIRMAN Officer | – | $0 |
990 for the year ended May 31, 2022: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE BOZZUTO | DIRECTOR Trustee or director | 2 | $0 |
| KEVIN COOKSON | DIRECTOR Trustee or director | 2 | $0 |
| MATTHEW DAVIS | DIRECTOR Trustee or director | 2 | $0 |
| DAN ELLSWORTH | DIRECTOR Trustee or director | 2 | $0 |
| COLBIE MCRAE | DIRECTOR Trustee or director | 2 | $0 |
| CYNTHIA CHURNEY | SECRETARY/TR Officer | 2 | $0 |
| ALAN A SMITH JR | PRESIDENT Officer | 2 | $0 |
| KEN LYON | CHAIRMAN Officer | 2 | $0 |
| STEVE SCHNEIDER | VICE CHAIRMA Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 11190 SUN CENTER DR STE 100, RNCHO CORDOVA, CA 95670-6168
- Principal officer (990 for 2024)
- STEVEN PETTERSEN, 11190 SUN CENTER DRIVE 100, RANCHO CORDOVA, CA 95670
- Signed the 990
- STEVEN PETTERSEN, PRESIDENT
- Phone
- (916) 443-4221
- Website
- WWW.WIAAGROUP.ORG
- Return prepared by
- FEDDERSEN & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2259541 or by the name WESTERN INSURANCE AGENTS ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
EXEMPT PURPOSE IS PROVIDING EDUCATIONAL AND INFORMATIONAL SERVICES TO INDEPENDENT INSURANCE AGENTS.
Program accomplishments
- PROVIDED QUALITY INSURANCE EDUCATION, INDUSTRY INFORMATION A CONVENTION AND TRADE SHOW AND GOVERNMENT AND PUBLIC ADVOCACY FOR THOUSANDS OF INSURANCE AGENTS AND OTHERS IN THE STATES OF CALIFORNIA AND NEVADA.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Check at the IRS |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 95-2259541
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $181,478
- Income (IRS master file)
- $295,774
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $296,587 | $287,582 | $162,331 | IRS |
| 990 | May 2024 | $304,817 | $295,371 | $152,750 | XML |
| 990 | May 2023 | $307,012 | $301,281 | $140,847 | IRS |
| 990 | May 2022 | $291,648 | $288,757 | $136,183 | XML |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-2259541).
Questions about WESTERN INSURANCE AGENTS ASSOCIATION
- What is the EIN of WESTERN INSURANCE AGENTS ASSOCIATION?
- The employer identification number (EIN) of WESTERN INSURANCE AGENTS ASSOCIATION is 95-2259541.
- Is WESTERN INSURANCE AGENTS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1992.
- Are donations to WESTERN INSURANCE AGENTS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WESTERN INSURANCE AGENTS ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTERN INSURANCE AGENTS ASSOCIATION due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERN INSURANCE AGENTS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of WESTERN INSURANCE AGENTS ASSOCIATION?
- The 990 for the year ended May 31, 2025 names STEVEN PETTERSEN.
- Who are the officers and directors of WESTERN INSURANCE AGENTS ASSOCIATION?
- The 990 for the year ended May 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does WESTERN INSURANCE AGENTS ASSOCIATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $296,587, expenses of $287,582 and total assets of $162,331 at year end.
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