SELF-INSURERS ASSOCIATION (EIN 135545483) - 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

1924

Legal Domicile

Principal Officer

Heidi Mahoney

Phone

7166680822

Tax Period

2024-12-01 to 2025-11-30

SELF-INSURERS ASSOCIATION, founded in 1924, is a small nonprofit that reported $106K in total revenue in fiscal year 2024. Revenue surged 78% from the prior year, signaling strong growth momentum. Expenses of $91K left a modest 14% surplus.

Mission

KEEPING BUSINESSES INFORMED OF IMPORTANT DEVELOPMENTS IN THE INCREASINGLY COMPLEX AREA OF SELF INSURANCE SUCH AS PENDING LEGISLATION CHANGES IN THE LAW NEW REGULATIONS AND OTHER ISSUES

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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 $304,050

Program Service Revenue $0

Investment Income $9

Other Revenue $-198,505

TOTAL REVENUE $105,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $90,828

TOTAL EXPENSES $90,828

Year-over-Year Comparison

	2024	2023	Change
Revenue	$105,554	$59,396	+0.8%
Expenses	$90,828	$94,784	0.0%
Net Income	$14,726	$-35,388	-1.4%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Suzanne Oommen	Chair	10.00	Officer	$0	$0	$0
Paul Zaragoza	Vice Chair	10.00	Officer	$0	$0	$0
Heidi Mahoney	Secretary	10.00	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
2025	$105,554	$90,828	$118,843	$14,726
2024	$59,396	$94,784	$104,117	$-35,388
2023	$125,670	$80,147	$139,505	$45,523
2022	$109,271	$82,070	$93,982	$27,201
2021	$44,553	$64,699	$66,781	$-20,146

SELF-INSURERS ASSOCIATION