Women in Insurance & Financial Services Inc (EIN 222948363) - 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

1936

Legal Domicile

Principal Officer

Sue Kuraja

Phone

8662649437

Tax Period

2023-11-01 to 2024-10-31

Women in Insurance & Financial Services Inc, founded in 1936, is a small nonprofit in the Community Improvement sector that reported $595K in total revenue in fiscal year 2023.

Mission

The association provides educational resources, organizes a yearly conference, publishes a periodical and a membership directory. The association provides professional development, training, support, and networking opportunities for its members.

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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 $54,018

Program Service Revenue $537,640

Investment Income $2,297

Other Revenue $896

TOTAL REVENUE $594,851

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $612,368

TOTAL EXPENSES $612,368

Year-over-Year Comparison

	2023	2022	Change
Revenue	$594,851	$604,591	0.0%
Expenses	$612,368	$620,607	0.0%
Net Income	$-17,517	$-16,016	+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

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
Toni Gonzales - Imm Past President	Director	6.00	Officer Director	$0	$0	$0
Aprilyn Chavez Geissler	Treasurer	5.00	Officer Director	$0	$0	$0
Thomasina Skipper	Secretary	3.00	Officer Director	$0	$0	$0
Kari Ellis	Director	3.00	Director	$0	$0	$0
Toni Sova-Corfee	President	5.00	Officer Director	$0	$0	$0
Sarah Williams	Director	3.00	Director	$0	$0	$0
Sue Kuraja	Vice President	5.00	Officer Director	$0	$0	$0
Megan Easton	Director	3.00	Director	$0	$0	$0
Katie Small Thru 2-27-24	Director	3.00	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	$594,851	$612,368	$223,116	$-17,517
2023	$604,591	$620,607	$301,552	$-16,016
2022	$611,117	$624,388	$258,311	$-13,271
2021	$480,576	$660,944	$509,675	$-180,368
2020	$396,829	$387,530	$444,323	$9,299
2019	$621,853	$615,325	$586,031	$6,528
2018	$643,514	$644,421	$598,964	$-907

Women in Insurance & Financial Services Inc