Professional Insurance Agents of Florida Inc

Nonprofit profile at a glance

EIN
590870355
IRS 990 coverage
2012–2025
Forms available
Form 990 2025, Form 990-EZ 2024
Location
Alexandria, VA, USA
Phone
8508938245
Rating confidence
Limited

Reported finances

Revenue
$209,941
Expenses
$169,806
Assets
$143,811
Liabilities
$47,887

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • DANA ANAMAN (EXECUTIVE DIRECTOR (THRU AUG))
  • SAMANTHA DEBOER (EXECUTIVE DIRECTOR (FROM SEPT))

People named in this filing

  • LORI AUGUSTYNIAK (CHAIR)
  • KIM GODWIN (VICE CHAIR)
  • ROBERT FILICHIA (AT-LARGE DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The professional insurance agents of Florida promotes the prosperity, growth, and perpetuation of our members as professionals in the Florida insurance industry.

What it reported doing in 2025

The primary objectives of the association are: to serve the needs of the public by increasing the professional competence of its members; to promote high ideals and standards throughout the insurance industry; to represent the interests of its members before the various governmental and regulatory bodies; to ensure that vested interests of its members are protected and advanced by virtue of ownership rights in the insurance they produce; to disseminate information to the public concerning the role and services performed by members and their staff; to do all things necessary to facilitate the work of members and to serve their business needs; to establish and maintain a close, friendly relationship between the members of the association and the companies for which they write business.

Operating model

Revenue model
Earned-program. 94% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 90
  • Accountability: 76
  • Sustainability: 53
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 19.1%; rating input score 70; 70th percentile among comparable filings
  • Total-asset coverage ratio: 0.85; rating input score 37; 37th percentile among comparable filings
  • Liabilities to assets ratio: 0.33; rating input score 12; 12th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: 49.7% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: -10.5% per year; rating input score 0; 5th percentile among comparable filings
  • Asset growth: -5.4% per year; rating input score 0; 9th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 7 of 7 board members independent · 3 of 7 filing controls reported
  • Programs: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 8 filing years from 2012 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Governance controls: 3 of 6 not reported.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
  • High — Sustainability: Liabilities to assets ratio scored 12/100.