INSURANCE FEDERATION OF PENNSYLVANIA INC (EIN 230724005) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1926

Legal Domicile

Phone

7172362301

Tax Period

2024-05-01 to 2025-04-30

INSURANCE FEDERATION OF PENNSYLVANIA INC, founded in 1926, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. The organization ran a surplus of $580K, a strong 26% operating margin.

Mission

MONITOR ALL LEGISLATION, REGULATORY AND JUDICIAL MATTERS AFFECTING THE PA INSURANCE INDUSTRY; REPORT THOSE ISSUES TO MEMBER COMPANIES AND CARRY OUT RESPONSES TO THOSE ISSUES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,769,458

Program Service Revenue $0

Investment Income $448,542

Other Revenue $0

TOTAL REVENUE $2,218,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,419,259

Fundraising Expenses $0

Program Expenses $1,310,420

Other Expenses $218,766

TOTAL EXPENSES $1,638,025

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,218,000	$2,258,352	0.0%
Expenses	$1,638,025	$1,607,101	+0.0%
Net Income	$579,975	$651,251	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$774,346

Total Directors

Key Employees

$240,812

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN GREER	CEO & PRESIDENT	40.00	Officer	$386,794	$0	$386,794
NOAH KARN	VICE PRESIDENT	40.00	Officer	$173,662	$0	$173,662
MARYBETH DOB	TREASURER	40.00	Officer	$213,890	$0	$213,890
TIMOTHY KNAPP	GENERAL COUNSEL	40.00	Key Emp	$240,812	$0	$240,812

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	$2,218,000	$1,638,025	$4,659,807	$579,975
2024	$2,258,352	$1,607,101	$4,110,641	$651,251
2023	$1,920,766	$1,967,777	$3,469,803	$-47,011
2022	$1,916,031	$2,140,770	$3,510,430	$-224,739
2021	$2,149,148	$2,075,453	$4,068,937	$73,695
2020	$2,057,264	$2,063,444	$3,999,593	$-6,180
2019	$1,977,081	$2,005,291	$3,990,738	$-28,210

INSURANCE FEDERATION OF PENNSYLVANIA INC