INSURANCE INFORMATION INSTITUTE INC (EIN 131912455) - 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

1988

Legal Domicile

Principal Officer

Peter L Miller

Phone

2123465518

Tax Period

2024-01-01 to 2024-12-31

INSURANCE INFORMATION INSTITUTE INC, founded in 1988, is a community nonprofit that reported $5.9M in total revenue in fiscal year 2024. Expenses of $8.2M exceeded revenue, resulting in a 39% operating deficit.

Mission

TO IMPROVE PUBLIC UNDERSTANDING OF INSURANCE - WHAT IT DOES AND HOW IT WORKS

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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 $5,659,742

Investment Income $0

Other Revenue $255,222

TOTAL REVENUE $5,914,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,235,395

TOTAL EXPENSES $8,235,395

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,914,964	$6,096,354	0.0%
Expenses	$8,235,395	$8,613,151	0.0%
Net Income	$-2,320,431	$-2,516,797	-0.1%

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

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

$4,882,756

Total Directors

$5,755,244

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER L MILLER	CEO	2.0	Officer Director	$0	$244,092	$3,209,292
KATHERINE E HOROWITZ	SECRETARY	2.0	Officer Director	$0	$64,978	$1,070,919
SEAN KEVELIGHAN	DIRECTOR	51.0	Director	$0	$62,325	$872,488
JEFFREY A SCHEIDT	TREASURER	2.0	Officer Director	$0	$69,178	$602,545
MATT MCHATTEN	DIRECTOR	2.0	Director	$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	$5,914,964	$8,235,395	$235,954	$-2,320,431
2023	$6,096,354	$8,613,151	$153,281	$-2,516,797
2022	$6,750,004	$8,781,238	$205,001	$-2,031,234
2021	$7,552,043	$9,579,418	$970,148	$-2,027,375
2020	$9,295,980	$14,972,718	$3,011,655	$-5,676,738
2019	$8,871,403	$10,400,658	$13,091,256	$-1,529,255
2018	$9,133,217	$10,171,027	$16,216,237	$-1,037,810

INSURANCE INFORMATION INSTITUTE INC