Federated Insurance Foundation Inc (EIN 237173646) - 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

1972

Legal Domicile

Phone

5074555200

Tax Period

2024-01-01 to 2024-12-31

Federated Insurance Foundation Inc, founded in 1972, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

SUPPORT BIG BROTHERS BIG SISTERS (BBBS) ORGANIZATIONS EXEMPT UNDER CODE SECTION 501(C)3

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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 $4,469,551

Program Service Revenue $377,928

Investment Income $-3,389

Other Revenue $0

TOTAL REVENUE $4,844,090

Expense Breakdown

Grants Paid $4,520,500

Salaries & Benefits $0

Fundraising Expenses $159,010

Program Expenses $4,520,500

Other Expenses $178,556

TOTAL EXPENSES $4,699,056

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,844,090	$4,217,508	+0.1%
Expenses	$4,699,056	$4,168,022	+0.1%
Net Income	$145,034	$49,486	+1.9%

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

N/A

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
John H Thompson	Vice President	2.0	Officer Director	$0	$0	$0
Jonathan R Hanson	Vice President & Secretary	2.0	Officer Director	$0	$0	$0
Michael N Keller	VP, Treasurer & Assistant Secretary	5.0	Officer Director	$0	$0	$0
Roger Bailey	President	5.0	Officer 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	$4,844,090	$4,699,056	$208,356	$145,034
2023	$4,217,508	$4,168,022	$63,322	$49,486
2022	$4,041,848	$4,054,719	$13,836	$-12,871
2021	$3,514,133	$3,510,609	$26,707	$3,524
2020	$3,205,139	$3,206,058	$23,184	$-919

Federated Insurance Foundation Inc