PROFESSIONAL INSURANCE MARKETING ASSOCIATION INC

EIN: 237455201

CHICAGO, IL

Total Revenue
$1,310,727
Total Expenses
$1,305,826
Total Assets
$1,429,562
Net Assets
$619,206
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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
DE
Principal Officer
JILL FECHER
Phone
3126440828
Tax Period
2025-01-01 to 2025-12-31

PROFESSIONAL INSURANCE MARKETING ASSOCIATION INC, founded in 1975, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2025.

Mission

THE PROFESSIONAL INSURANCE MARKETING ASSOCIATION, INC. (PIMA) IS A NONPROFIT, MEMBER-DRIVEN TRADE ASSOCIATION FOCUSED EXCLUSIVELY ON THE AFFINITY MARKET. PIMA'S MISSION IS TO BE THE SOURCE FOR EXECUTIVE LEADERS IN THE AFFINITY MARKET TO CREATE BUSINESS GROWTH, CONNECT WITH THOUGHT LEADERS, AND CULTIVATE RELATIONSHIPS WITH THE VISION OF CLOSING THE GAP ON FINANCIAL SECURITY FOR CONSUMERS AND BUSINESSES, PREPARING THE NEXT GENERATION OF LEADERS, AND GENERATING SUSTAINABLE GROWTH FOR MEMBERS AND THE INDUSTRY.

Program Service Accomplishments

Program 1

PIMA HOSTS TWO CONFERENCES A YEAR PROVIDING INFORMATION ON DIRECT MARKETING TRENDS AND FORUMS TO DISCUSS EMERGING INDUSTRY ISSUES AND DEVELOPMENTS. IN ADDITION, PIMA REGULARLY PROVIDES MEMBERS WITH...

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PIMA HOSTS TWO CONFERENCES A YEAR PROVIDING INFORMATION ON DIRECT MARKETING TRENDS AND FORUMS TO DISCUSS EMERGING INDUSTRY ISSUES AND DEVELOPMENTS. IN ADDITION, PIMA REGULARLY PROVIDES MEMBERS WITH UPDATES ON REGULATORY AND OTHER MATTERS VIA ONLINE ARTICLES AND NEWSLETTERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,285,772
Investment Income $1,705
Other Revenue $23,250
TOTAL REVENUE $1,310,727

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,305,826
TOTAL EXPENSES $1,305,826

Year-over-Year Comparison

2025 2024 Change
Revenue $1,310,727 $1,249,614 +0.0%
Expenses $1,305,826 $1,178,368 +0.1%
Net Income $4,901 $71,246 -0.9%
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

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
30

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
7
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KELLY ABELES PRESIDENT 2.00
Officer Director
$0 $0 $0
SEAN COX PRESIDENT-ELECT 1.00
Officer Director
$0 $0 $0
PAMELA MOY PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
AVERY SMITH TREASURER 1.00
Officer Director
$0 $0 $0
LANCE DORDICK 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
BRETT CONLEY 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
JENNIFER TOAL DIRECTOR 1.00
Director
$0 $0 $0
AMY WATTS DIRECTOR 1.00
Director
$0 $0 $0
ANN DIELEMAN EXECUTIVE DIRECTOR (01/25-11/25) 40.00
Officer
$0 $0 $0
JILL FECHER EXECUTIVE DIRECTOR (12/25) 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
2025 $1,310,727 $1,305,826 $1,429,562 $4,901
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
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