PROFESSIONAL INSURANCE MARKETING ASSOCIATION INC (EIN 237455201) - 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

1975

Legal Domicile

Principal Officer

ANN DIELEMAN

Phone

3126440828

Tax Period

2024-01-01 to 2024-12-31

PROFESSIONAL INSURANCE MARKETING ASSOCIATION INC is a small nonprofit that reported $921K in total revenue in fiscal year 2020. Revenue decreased 11% compared to the prior year. Expenses of $888K left a modest 4% surplus.

Mission

BE THE SOURCE FOR EXECUTIVE LEADERS IN THE AFFINITY MARKET TO CREATE BUSINESS GROWTH, CONNECT WITH THOUGHT LEADERS, AND CULTIVATE RELATIONSHIPS

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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 $0

Program Service Revenue $1,222,127

Investment Income $26,362

Other Revenue $1,125

TOTAL REVENUE $1,249,614

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,178,368

TOTAL EXPENSES $1,178,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,249,614	$1,208,738	+0.0%
Expenses	$1,178,368	$1,124,933	+0.0%
Net Income	$71,246	$83,805	-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
PAMELA MOY	PRESIDENT	2.00	Officer Director	$0	$0	$0
KELLY ABELES	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
SCOTT BERLIN	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
AVERY SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
KARA SHIPULSKI	SECRETARY	1.00	Officer Director	$0	$0	$0
SHARON ALFORD	DIRECTOR	1.00	Director	$0	$0	$0
M SHANE CANFIELD	DIRECTOR	1.00	Director	$0	$0	$0
SEAN COX	DIRECTOR	1.00	Director	$0	$0	$0
LANCE DORDICK	DIRECTOR	1.00	Director	$0	$0	$0
MIGUEL FERRY	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JEAN-MARIE LOVETT	DIRECTOR	1.00	Director	$0	$0	$0
AMY WATTS	DIRECTOR	1.00	Director	$0	$0	$0
ANN DIELEMAN	EXECUTIVE DIRECTOR	40.00	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
2024	$1,249,614	$1,178,368	$1,373,853	$71,246
2023	$1,208,738	$1,124,933	$1,222,724	$83,805
2022	$1,165,036	$1,094,104	$1,045,234	$70,932
2021	$772,491	$913,890	$872,807	$-141,399
2020	$921,242	$887,724	$904,900	$33,518

PROFESSIONAL INSURANCE MARKETING ASSOCIATION INC