INTERSURE LTD

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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

1965

Legal Domicile

Principal Officer

SCOTT MOAK

Phone

8048199293

Tax Period

2023-01-01 to 2023-12-31

INTERSURE LTD, founded in 1965, is a small nonprofit in the Community Improvement sector that reported $375K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $128K, a strong 34% operating margin.

Mission

MEMBER DRIVEN ASSOCIATION OF 25-30 INDEPENDENT INSURANCE AGENCIES, SHARING BEST PRACTICES/INFORMATION AMONG MEMBERS WITH A KEY GOAL OF PERPETUATING THE INDEPENDENT INSURANCE AGENCY INDUSTRY.

Program Service Accomplishments

Program 1

Expenses: $247,404

DURING 2023, INTERSURE, LTD. CONDUCTED TWO PRINCIPAL'S MEETINGS, AND SEVERAL OTHER FUNCTIONAL MEETINGS (I.E. COMMERCIAL LINES, PERSONAL LINES, ETC.) FOR THE PURPOSE OF SHARING INFORMATION AMONG...

DURING 2023, INTERSURE, LTD. CONDUCTED TWO PRINCIPAL'S MEETINGS, AND SEVERAL OTHER FUNCTIONAL MEETINGS (I.E. COMMERCIAL LINES, PERSONAL LINES, ETC.) FOR THE PURPOSE OF SHARING INFORMATION AMONG MEMBERS AND DISCUSSING BEST PRACTICES. THESE MEETINGS WERE HYBRID MEETINGS, WITH SOME MEMBERS ATTENDING IN PERSON AND OTHERS VIRTUALLY. ALL REVENUES REFLECT MEMBER RELATED INCOME AND ALL EXPENSES WERE INCURRED TO EITHER DIRECTLY OR INDIRECTLY PROMOTE THE MISSION OF INTERSURE, LTD.

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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 (2023)

Revenue Breakdown

Contributions & Grants $375,229

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $375,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $247,404

Other Expenses $247,404

TOTAL EXPENSES $247,404

Year-over-Year Comparison

	2023	2022	Change
Revenue	$375,229	$279,257	+0.3%
Expenses	$247,404	$223,643	+0.1%
Net Income	$127,825	$55,614	+1.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT BAUER	DIRECTOR	1.00	Director	$0	$0	$0
KYLE HUDSON	DIRECTOR	1.00	Director	$0	$0	$0
BILL RUE JR	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH KORPELA	PAST PRESIDE	1.00	Director	$0	$0	$0
BOB LAWRIE	DIRECTOR	1.00	Director	$0	$0	$0
TIM LEMAN	PRESIDENT EL	1.00	Director	$0	$0	$0
SCOTT MOAK	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRANDON MUELLER	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$375,229	$247,404	$513,763	$127,825
2022	$279,257	$223,643	$400,296	$55,614
2021	$205,263	$208,859	$375,986	$-3,596
2020	$227,025	$212,529	$320,556	$14,496