THE PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES

EIN: 231633837

MECHANICSBURG, PA

Total Revenue
$1,215,685
Total Expenses
$1,120,508
Total Assets
$1,313,491
Net Assets
$865,369
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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
1907
Legal Domicile
PA
Principal Officer
KEVIN TATE
Phone
7173030197
Tax Period
2024-07-01 to 2025-06-30

THE PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES, founded in 1907, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 8% surplus.

Mission

TO SUPPORT THE MEMBER MUTUAL INSURANCE COMPANIES OF PENNSYLVANIA IN MEETING THE NEEDS OF THEIR AGENTS AND POLICY HOLDERS BY PROVIDING ADVOCACY, EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES.

Program Service Accomplishments

Program 1

GENERAL PROGRAM SERVICES, EDUCATIONAL PROGRAMS AND SERVICES TO MEMBERS TO FURTHER THE ORGANIZATION'S MISSION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,184,679
Investment Income $31,006
Other Revenue $0
TOTAL REVENUE $1,215,685

Expense Breakdown

Grants Paid $0
Salaries & Benefits $414,791
Fundraising Expenses $0
Other Expenses $705,717
TOTAL EXPENSES $1,120,508

Year-over-Year Comparison

2024 2023 Change
Revenue $1,215,685 $1,030,371 +0.2%
Expenses $1,120,508 $950,197 +0.2%
Net Income $95,177 $80,174 +0.2%
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

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Governance

Voting Members
11
Independent Members
11
Employees
7
Volunteers
150

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
6
$120,775
Total Directors
12
$120,775
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT DODDS CHAIR 0.50
Officer Director
$0 $0 $0
JAMES GARDNER CHAIR-ELECT 0.50
Officer Director
$0 $0 $0
JEFFREY PRATT VICE-CHAIR 0.50
Officer Director
$0 $0 $0
ERIN SELFE PAST CHAIR 0.50
Officer Director
$0 $0 $0
KEVIN TATE TREASURER 0.50
Officer Director
$0 $0 $0
NATASHA ROMERO DIRECTOR 0.50
Director
$0 $0 $0
MATTHEW BOUCHARD DIRECTOR 0.50
Director
$0 $0 $0
ROBERT LYON DIRECTOR 0.50
Director
$0 $0 $0
NANCY NEWMISTER DIRECTOR 0.50
Director
$0 $0 $0
ERIC RASKI DIRECTOR 0.50
Director
$0 $0 $0
GARY WILLIAMS DIRECTOR 0.50
Director
$0 $0 $0
SARAH DICELLO PRESIDENT 40.00
Officer Director
$101,708 $19,067 $120,775
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 $1,215,685 $1,120,508 $1,313,491 $95,177
2024 $1,030,371 $950,197 $1,232,711 $80,174
2023 $1,049,603 $1,116,837 $985,825 $-67,234
2022 $917,645 $885,926 $1,129,238 $31,719
2021 $548,733 $520,314 $1,254,358 $28,419
2020 $764,094 $819,919 $877,746 $-55,825
2019 $975,910 $955,074 $1,036,181 $20,836
2018 $831,628 $790,691 $1,105,460 $40,937
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