Insurance Institute of Kentucky (EIN 311474334) - 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

1996

Legal Domicile

Principal Officer

Mark A Treesh

Phone

8592850555

Tax Period

2024-01-01 to 2024-12-31

Insurance Institute of Kentucky, founded in 1996, is a small nonprofit in the Community Improvement sector that reported $279K in total revenue in fiscal year 2024.

Mission

The Insurance Institute of Kentucky is a non-profit corporation dedicated to educating, supporting, and assisting the Kentucky insurance consumer, market, and industry.

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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 $276,863

Program Service Revenue $0

Investment Income $2,150

Other Revenue $0

TOTAL REVENUE $279,013

Expense Breakdown

Grants Paid $0

Salaries & Benefits $153,570

Fundraising Expenses $0

Program Expenses $280,180

Other Expenses $126,610

TOTAL EXPENSES $280,180

Year-over-Year Comparison

	2024	2023	Change
Revenue	$279,013	$274,992	+0.0%
Expenses	$280,180	$290,931	0.0%
Net Income	$-1,167	$-15,939	-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

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

$153,570

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Association Manager	030.00	Key Emp	$90,000	$0	$90,000
Bart Rowland	President	015.00	Key Emp	$39,570	$0	$39,570
Mark Treesh	Financial Director	010.00	Key Emp	$24,000	$0	$24,000
Brad Corso	Chair	001.00	Officer Director	$0	$0	$0
R Lindsey McCutchan	Vice Chair	001.00	Officer Director	$0	$0	$0
Allyson Smith	Secretary	001.00	Officer Director	$0	$0	$0
Dean Trachsel	Treasurer	002.00	Officer Director	$0	$0	$0
Jennifer Rodewald	Director	001.00	Director	$0	$0	$0
Mark Schloemer	Past Chair - Director	001.00	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
2025	No data	No data	No data	No data
2024	$279,013	$280,180	$140,653	$-1,167
2023	$274,992	$290,931	$129,647	$-15,939
2022	$261,728	$248,069	$156,411	$13,659
2021	$262,076	$250,558	$161,827	$11,518
2020	$232,410	$216,069	$124,372	$16,341

Insurance Institute of Kentucky