Financial & Insurance Conference Professionals (EIN 208216579) - 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

1957

Legal Domicile

Principal Officer

Steve Bova

Phone

3122451023

Tax Period

2024-01-01 to 2024-12-31

Financial & Insurance Conference Professionals, founded in 1957, is a community nonprofit in the Community Improvement sector that reported $5.4M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $4.8M left a modest 11% surplus.

Mission

Financial and insurance services industry conference planners who share meeting techniques and ideas.

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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 $1,193,247

Program Service Revenue $3,736,299

Investment Income $430,485

Other Revenue $0

TOTAL REVENUE $5,360,031

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,764,475

TOTAL EXPENSES $4,764,475

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,360,031	$4,559,745	+0.2%
Expenses	$4,764,475	$4,458,887	+0.1%
Net Income	$595,556	$100,858	+4.9%

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

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
Meg D'Angelo	Chair	5.00	Officer Director	$0	$0	$0
Lori Allen	Chair-Elect	5.00	Officer Director	$0	$0	$0
Meredith Buggelli	Past Chair	5.00	Officer Director	$0	$0	$0
Elyse Dawson	Director	5.00	Director	$0	$0	$0
Susie Harding	Director	5.00	Director	$0	$0	$0
Ann Luketic	Director	5.00	Director	$0	$0	$0
Heather Nutter	Director	5.00	Director	$0	$0	$0
Joy Seijas	Director	5.00	Director	$0	$0	$0
Julie Wilson	Director	5.00	Director	$0	$0	$0
Steve Bova	Executive Director	40.00	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	$5,360,031	$4,764,475	$6,834,121	$595,556
2023	$4,559,745	$4,458,887	$5,785,778	$100,858
2022	$4,243,498	$4,260,364	$5,587,982	$-16,866
2021	$2,460,356	$2,681,043	$5,858,048	$-220,687
2020	$2,400,047	$2,147,985	$6,028,603	$252,062
2019	$4,708,837	$4,160,906	$5,463,371	$547,931
2018	$4,782,245	$4,230,586	$5,241,971	$551,659

Financial & Insurance Conference Professionals