Insights Association Inc (EIN 132942996) - 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

2017

Legal Domicile

Principal Officer

Melanie Courtright

Phone

2029150333

Tax Period

2024-01-01 to 2024-12-31

Insights Association Inc, founded in 2017, is a community nonprofit in the Community Improvement sector that reported $5.0M in total revenue in fiscal year 2024. Expenses of $4.8M left a modest 5% surplus.

Mission

To promote, unify and advance the insight, opinion and marketing research profession.

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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 $4,557,645

Investment Income $480,785

Other Revenue $8,100

TOTAL REVENUE $5,046,530

Expense Breakdown

Grants Paid $32,000

Salaries & Benefits $2,133,959

Fundraising Expenses $0

Other Expenses $2,646,656

TOTAL EXPENSES $4,812,615

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,046,530	$4,777,650	+0.1%
Expenses	$4,812,615	$5,004,137	0.0%
Net Income	$233,915	$-226,487	-2.0%

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

Volunteers

300

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

$585,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jackie Chan	Chair	1.50	Officer Director	$0	$0	$0
Terrae Schroeder	Chair Elect	1.50	Officer Director	$0	$0	$0
Tyler McMullen	Treasurer	1.50	Officer Director	$0	$0	$0
Alice Butler	Secretary	1.50	Officer Director	$0	$0	$0
Scott Baker	Past Chair	1.50	Officer Director	$0	$0	$0
Camille Nicita	Director at Large (Outgoing 12/31/2024)	1.50	Director	$0	$0	$0
Lauren Demar	Director at Large (Outgoing 12/31/2024)	1.50	Director	$0	$0	$0
Jill Donahue	Director at Large	1.50	Director	$0	$0	$0
Michelle Gansle	Director at Large (Outgoing 12/31/2024)	1.50	Director	$0	$0	$0
Jing Mertogou	Director at Large	1.50	Director	$0	$0	$0
Tchicaya Robertson	Director at Large	1.50	Director	$0	$0	$0
Melanie Courtright	CEO	40.00	Officer	$389,215	$22,902	$412,117
Nicole Symelidis	COO	40.00	Officer	$164,583	$9,050	$173,633
Lisa Beck	Sales	40.00	Highest	$237,421	$7,002	$244,423
Shannon Danzy	Sales	40.00	Highest	$110,000	$504	$110,504
Howard Fienberg	SVP, Advocacy	40.00	Highest	$130,000	$7,438	$137,438
Art Flanagan	VP, Programming	40.00	Highest	$125,000	$7,927	$132,927
Juliana Wood	Director CIRQ	0.00	Highest	$0	$6,290	$110,290

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	$5,046,530	$4,812,615	$1,600,196	$233,915
2023	$4,777,650	$5,004,137	$2,340,373	$-226,487
2022	$4,151,466	$4,107,815	$3,001,153	$43,651
2021	$2,539,063	$2,334,622	$2,115,013	$204,441
2020	$2,071,652	$2,936,690	$1,684,958	$-865,038
2019	$2,861,944	$3,301,426	$1,469,534	$-439,482
2018	$3,464,869	$3,503,435	$1,354,241	$-38,566

Insights Association Inc