Skip to content
ProPublica Donate
ProPublica Donate

Professional Insurance Agents Western Alliance

  • Vancouver, WA
  • EIN: 20-1669321

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Summary charts: organization finances over time

Revenue
$588k (2024)

Expenses
$475k (2024)

Total Assets
$556k (2024)

Total Liabilities
$73.8k (2024)

Years with missing data
Source: Form 990 tax filings from 2014 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$587,822
Expenses
$475,451
Net Income
$112,371
Net Assets
$482,238
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $587,822
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $556,054
Total Liabilities $73,816
Net Assets $482,238
Compensation
Key Employees and Officers Compensation Related Other
Dawn Roberts (Director Or/Id) $0 $0 $0
James Reeves (Director, Group) $0 $0 $0
Bill Prentiss (Past President) $0 $0 $0
Heidi Duncan (Director Wa/Ak) $0 $0 $0
Amy Perkins (Director Wa/Ak) $0 $0 $0
Tyler Holland (Director Mt) $0 $0 $0
Don Williams (President Elect) $0 $0 $0
Wayne Wehr (Director) $0 $0 $0
Doug Hartley (Interim President) $0 $0 $0
Wendy Abel Hatzel (Secretary/Treasurer & State National Director) $0 $0 $0
Rich Biggs (Vice President) $0 $0 $0
Kim Legato (Executive Vice President) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 11, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$598,866
Expenses
$561,648
Net Income
$37,218
Net Assets
$369,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $598,866
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $448,711
Total Liabilities $78,844
Net Assets $369,867
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dawn Roberts (Director Or/Id) $0 $0 $0
James Reeves (Director, Group) $0 $0 $0
Bill Prentiss (Director Arm) $0 $0 $0
Heidi Duncan (Director Wa/Ak) $0 $0 $0
Amy Perkins (Director Wa/Ak) $0 $0 $0
Tyler Holland (Director Mt) $0 $0 $0
Don Williams (Director Mt) $0 $0 $0
Doug Hartley (President) $0 $0 $0
Wendy Abel Hatzel (President Elect) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 24, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$619,032
Expenses
$571,634
Net Income
$47,398
Net Assets
$332,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $619,032
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $401,139
Total Liabilities $68,490
Net Assets $332,649
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dawn Roberts (Director Or/Id) $0 $0 $0
James Reeves (Director, Group) $0 $0 $0
Bill Prentiss (Director Arm) $0 $0 $0
Heidi Duncan (Director Wa/Ak) $0 $0 $0
Amy Perkins (Director Wa/Ak) $0 $0 $0
Tyler Holland (Director Mt) $0 $0 $0
Don Williams (Director Mt) $0 $0 $0
Doug Hartley (President) $0 $0 $0
Wendy Abel Hatzel (President Elect) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 9, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$510,685
Expenses
$388,151
Net Income
$122,534
Net Assets
$285,251
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $438,453
85.9%
Investment Income $0
Bond Proceeds $0
Royalties $72,232
14.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $367,010
Total Liabilities $81,759
Net Assets $285,251
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dawn Roberts (Director Or/Id) $0 $0 $0
James Reeves (Director, Group) $0 $0 $0
Bill Prentiss (Director Arm) $0 $0 $0
Heidi Duncan (Director Wa/Ak) $0 $0 $0
Amy Perkins (Director Wa/Ak) $0 $0 $0
Tyler Holland (Director Mt) $0 $0 $0
Don Williams (Director Mt) $0 $0 $0
Doug Hartley (President) $0 $0 $0
Wendy Abel Hatzel (President Elect) $0 $0 $0
+ View more people

Document Links

990
Filed on July 22, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$983,336
Expenses
$970,159
Net Income
$13,177
Net Assets
$162,717
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $922,429
93.8%
Investment Income $0
Bond Proceeds $0
Royalties $60,907
6.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $304,397
Total Liabilities $141,680
Net Assets $162,717
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rich Sorem (Director) $0 $0 $0
David Babbitt (Director) $0 $0 $0
Rich Biggs (Director) $0 $0 $0
Amy Perkins (Director) $0 $0 $0
Heidi Duncan (Director) $0 $0 $0
Travis Clark (Director) $0 $0 $0
Tyler Holland (Director) $0 $0 $0
Don Williams (Director) $0 $0 $0
James Reeves (Director) $0 $0 $0
Katie Freeman (Director) $0 $0 $0
Bill Prentiss (President) $0 $0 $0
Wendy Abel Hatzel (Vice President) $0 $0 $0
Clark Sitzes (Executive Vp) $0 $0 $0
Doug Hartley (President Elect) $0 $0 $0
Tom Holland (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on June 18, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$962,654
Expenses
$1,191,774
Net Income
-$229,120
Net Assets
$149,540
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,106,516
> 100%
Investment Income $0
Bond Proceeds $0
Royalties $18,899
2.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$162,761
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $353,353
Total Liabilities $203,813
Net Assets $149,540
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Bill Prentiss (Director) $0 $0 $0
Katie Freeman (Director) $0 $0 $0
David Babbitt (Director) $0 $0 $0
Amy Perkins (Director) $0 $0 $0
Heidi Duncan (Director) $0 $0 $0
Travis Clark (Director) $0 $0 $0
Tyler Holland (Director) $0 $0 $0
Don Williams (Director) $0 $0 $0
Doug Hartley (President) $0 $0 $0
Wendy Abel Hatzel (Vice President) $0 $0 $0
Clark Sitzes (Executive Vp) $0 $0 $0
Tom Holland (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,198,147
Expenses
$1,205,127
Net Income
-$6,980
Net Assets
$378,660
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,145,339
95.6%
Investment Income $0
Bond Proceeds $0
Royalties $52,808
4.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $615,693
Total Liabilities $237,033
Net Assets $378,660
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Bill Prentiss (Director) $0 $0 $0
Katie Freeman (Director) $0 $0 $0
David Babbitt (Director) $0 $0 $0
Amy Perkins (Director) $0 $0 $0
Heidi Duncan (Director) $0 $0 $0
Travis Clark (Director) $0 $0 $0
Tyler Holland (Director) $0 $0 $0
Don Williams (Director) $0 $0 $0
Doug Hartley (President) $0 $0 $0
Wendy Abel Hatzel (Vice President) $0 $0 $0
Clark Sitzes (Executive Vp) $0 $0 $0
Rich Biggs (President Elect) $0 $0 $0
Tom Holland (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 13, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,176,555
Expenses
$1,216,629
Net Income
-$40,074
Net Assets
$496,741
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,176,555
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $776,058
Total Liabilities $279,317
Net Assets $496,741
Compensation
Key Employees and Officers Compensation Related Other
David Babbitt (Director) $0 $0 $0
Rich Sorem (Director) $0 $0 $0
Jim Reeves (Director) $0 $0 $0
Tom Holland (Director) $0 $0 $0
Rich Biggs (President) $0 $0 $0
Doug Hartley (Vice President) $0 $0 $0
Clark Sitzes (Executive Vp) $0 $0 $0
Bill Prentiss (President Elect) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 29, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,154,333
Expenses
$1,081,947
Net Income
$72,386
Net Assets
$536,815
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,154,333
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $792,506
Total Liabilities $255,691
Net Assets $536,815
Compensation
Key Employees and Officers Compensation Related Other
David Babbitt (Director) $0 $0 $0
Randy Carlton (Director) $0 $0 $0
Jim Reeves (Director) $0 $0 $0
Tom Holland (Director) $0 $0 $0
Terry Adams (President) $0 $0 $0
Bill Prentiss (Vice President) $0 $0 $0
Clark Sitzes (Executive Vp) $0 $0 $0
Ray Peretti (President Elect) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 3, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,250,935
Expenses
$1,186,596
Net Income
$64,339
Net Assets
$464,429
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,250,935
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $678,685
Total Liabilities $214,256
Net Assets $464,429
Compensation
Key Employees and Officers Compensation Related Other
David Babbitt (Director) $0 $0 $0
Randy Carlton (Director) $0 $0 $0
Jim Reeves (Director) $0 $0 $0
Tom Holland (Director) $0 $0 $0
Terry Adams (President) $0 $0 $0
Ray Peretti (Vice President) $0 $0 $0
Clark Sitzes (Executive Vp) $0 $0 $0
Bill Prentiss (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 7, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990
Filed on Jan. 8, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending April
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated