SOCIETY OF INSURANCE RESEARCH (EIN 310807523) - 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

MEGAN DOBBERSTEIN

Phone

9529284641

Tax Period

2024-01-01 to 2024-12-31

SOCIETY OF INSURANCE RESEARCH, founded in 1975, is a small nonprofit that reported $311K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

BUILD THE PROFESSION OF INSURANCE RESEARCH.FOSTER THE EXCHANGE OF IDEAS AMONG SOCIETY MEMBERS.SPONSOR, CONDUCT OR PARTICIPATE IN RESEARCH & EDUCATIONAL ACTIVITIES.

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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 $130,845

Program Service Revenue $170,289

Investment Income $10,077

Other Revenue $0

TOTAL REVENUE $311,211

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,939

Other Expenses $304,551

TOTAL EXPENSES $304,551

Year-over-Year Comparison

	2024	2023	Change
Revenue	$311,211	$266,991	+0.2%
Expenses	$304,551	$255,378	+0.2%
Net Income	$6,660	$11,613	-0.4%

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
VICKIE KILGORE	CONTINUING DIRECTOR	2.00	Officer Director	$0	$0	$0
AMELIA FITCH	PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER CHASE	VP-ANNUAL CONFERENCE	2.00	Officer Director	$0	$0	$0
THEO FIELDING	VP-DIVERSITY & INCLUSION	2.00	Officer Director	$0	$0	$0
ERYN CAMPBELL	VP-EDUCATION & EDUCATIONAL	2.00	Officer Director	$0	$0	$0
SARAH YUSKEWICH	VP-MARKETING	2.00	Officer Director	$0	$0	$0
MARTIN ELLINGSWORTH	VP-MEMBERSHIP	2.00	Officer Director	$0	$0	$0
JUSTIN SUTER	VP-RESEARCH	2.00	Officer Director	$0	$0	$0
PATRICK STURGEON	VP-STRATEGY	2.00	Officer Director	$0	$0	$0
WAVERLY WEINBERG	VP-WORKSHOP	2.00	Officer Director	$0	$0	$0
RICHARD SKYBA	SECRETARY	2.00	Officer Director	$0	$0	$0
BORIS SHOYKHET	TREASURER	2.00	Officer Director	$0	$0	$0
MIKE MYERS	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
NEELAM PAHARIA	DIRECTOR	2.00	Director	$0	$0	$0
LAURA GLASER	DIRECTOR	2.00	Director	$0	$0	$0
AUSTIN TUCKER	DIRECTOR	2.00	Director	$0	$0	$0
LORRIN RONDEAU	DIRECTOR	2.00	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	$311,211	$304,551	$723,956	$6,660
2023	$266,991	$255,378	$693,543	$11,613
2022	$292,320	$264,659	$631,737	$27,661
2021	$258,076	$185,796	$622,560	$72,280
2020	$203,936	$194,944	$537,740	$8,992
2019	$295,660	$252,304	$506,066	$43,356
2018	$274,129	$197,940	$483,837	$76,189

SOCIETY OF INSURANCE RESEARCH