TRI COUNTY INDEPENDENT INSURANCE AGENTS ASSOCIATION INC (EIN 020633513) - 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

2002

Legal Domicile

Phone

5166212209

Tax Period

2024-01-01 to 2024-12-31

TRI COUNTY INDEPENDENT INSURANCE AGENTS ASSOCIATION INC, founded in 2002, is a micro nonprofit that reported $71K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $11K, a strong 15% operating margin.

Mission

TO SUPPORT RIGHT PRINCIPLES AND ELIMINATE ALL IMPROPER PRACTICES IN THE CONDUCT OF THE INSURANCE BUSINESS.

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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 $2,000

Program Service Revenue $66,714

Investment Income $0

Other Revenue $2,002

TOTAL REVENUE $70,716

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,000

Other Expenses $60,031

TOTAL EXPENSES $60,031

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,716	$76,342	-0.1%
Expenses	$60,031	$68,411	-0.1%
Net Income	$10,685	$7,931	+0.3%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
CHRIS DRITSAS	Director	Officer	$0	$0	$0
JAMES BASTIAN	Director	Officer	$0	$0	$0
RONALD BRUNELL	Treasurer	Officer	$0	$0	$0
BOB BLEISTEIN	President & CEO	Officer	$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
2024	$70,716	$60,031	$176,075	$10,685
2023	$76,342	$68,411	$165,390	$7,931
2022	$62,732	$50,118	$157,459	$12,614
2021	$61,566	$40,825	$144,845	$20,741
2020	$60,734	$39,130	$124,104	$21,604
2019	$97,912	$94,874	$102,500	$3,038
2018	$115,605	$110,748	$99,462	$4,857

TRI COUNTY INDEPENDENT INSURANCE AGENTS ASSOCIATION INC