RISK & INSURANCE MANAGEMENT SOCIET… - Form 990 Financial Data

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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

1953

Legal Domicile

Principal Officer

ELENA PETERSON

Phone

5034642502

Tax Period

2024-07-01 to 2025-06-30

RISK & INSURANCE MANAGEMENT SOCIETY OF OREGON, founded in 1953, is a small nonprofit that reported $198K in total revenue in fiscal year 2024. Revenue surged 124% from the prior year, signaling strong growth momentum. The organization ran a surplus of $133K, a strong 67% operating margin.

Mission

TO PROMOTE THE PROFESSION OF RISK MANAGEMENT.

Program Service Accomplishments

Program 1

TO FOSTER AND STRENGTHEN THE QUALITY OF RISK MANAGEMENT BY PROMOTING AND SPONSORING RISK MANAGEMENT EDUCATION OF MEMBERS, THE INSURANCE INDUSTRY AND COMMUNITY.

Program 2

TO ENHANCE THE PROFESSION AND CONCEPTS OF RISK MANAGEMENT THROUGH THE OUTREACH OF ASSOCIATED PROFESSIONALS AND COOPERATION WITH OTHER PROFESSIONAL SOCIETIES.

Program 3

TO STRENGTHEN THE CHAPTER AND MEMBERS BY THE FREE EXCHANGE OF IDEAS, BY PROVIDING RESEARCH FOR THE BENEFIT OF MEMBERS, AND BY BECOMING A REPOSITORY FOR RISK MANAGEMENT.

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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 $5,973

Program Service Revenue $193,557

Investment Income $1,820

Other Revenue $-3,119

TOTAL REVENUE $198,231

Expense Breakdown

Grants Paid $7,450

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $57,818

TOTAL EXPENSES $65,268

Year-over-Year Comparison

	2024	2023	Change
Revenue	$198,231	$88,493	+1.2%
Expenses	$65,268	$104,960	-0.4%
Net Income	$132,963	$-16,467	-9.1%

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

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
JP AGNESSE	VP TREASURER	3.00	Officer	$0	$0	$0
ALEX GALVAN	VP SECRETARY	2.00	Officer	$0	$0	$0
ELENA PETERSON	PRESIDENT	3.00	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
2025	$198,231	$65,268	$227,445	$132,963

RISK & INSURANCE MANAGEMENT SOCIETY OF OREGON