International Claim Association (EIN 116062801) - 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

1909

Legal Domicile

Phone

2024520143

Tax Period

2024-01-01 to 2024-12-31

International Claim Association, founded in 1909, is a small nonprofit that reported $959K in total revenue in fiscal year 2024. Expenses of $828K left a modest 14% surplus.

Mission

Address broad range of life, health and disability claim issues and provide a forum for information exchange and a program of education. To keep membership informed by providing publications and holding an annual education conference.

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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 $0

Program Service Revenue $885,179

Investment Income $39,925

Other Revenue $34,196

TOTAL REVENUE $959,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $827,907

TOTAL EXPENSES $827,907

Year-over-Year Comparison

	2024	2023	Change
Revenue	$959,300	$962,015	0.0%
Expenses	$827,907	$789,220	+0.0%
Net Income	$131,393	$172,795	-0.2%

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

Employees

N/A

Volunteers

115

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kim Houston	Director	1.00	Director	$0	$0	$0
Adam Formus Esq ALHC RGA	Past President	1.00	Director	$0	$0	$0
Cindy Sumner FLMI FLHC ACS	Secretary	1.00	Officer Director	$0	$0	$0
Lindsey Lajoie MBA	Treasurer	1.00	Officer Director	$0	$0	$0
Chuck Angiolillo	Director	1.00	Director	$0	$0	$0
Tina Marshall	Director	1.00	Director	$0	$0	$0
Enrique Monzon PMP ALMI ACS	Director	1.00	Director	$0	$0	$0
Timothy Quick MBA ALMI ACS	Vice President	1.00	Officer Director	$0	$0	$0
Robyn Miller FLHC ACS HIA	Ex-Officio	1.00	Director	$0	$0	$0
Monica Clink FLMI AALU FFSI	President	1.00	Officer Director	$0	$0	$0
Marlon Fearon	Director	1.00	Director	$0	$0	$0
Chris Murphy	Executive Dir.	1.00	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	$959,300	$827,907	$1,702,733	$131,393
2023	$962,015	$789,220	$1,566,498	$172,795
2022	$625,479	$723,933	$1,378,363	$-98,454
2021	$526,941	$409,880	$1,524,976	$117,061
2020	$465,840	$511,231	$1,368,285	$-45,391
2019	$867,894	$766,309	$1,318,689	$101,585
2018	$936,148	$829,230	$1,132,809	$106,918

International Claim Association