OHIO INSURANCE INSTITUTE (EIN 314373065) - 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

1968

Legal Domicile

Principal Officer

DEAN FADEL

Phone

6142281593

Tax Period

2023-01-01 to 2023-12-31

OHIO INSURANCE INSTITUTE, founded in 1968, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Expenses of $1.7M left a modest 4% surplus.

Mission

REPRESENTATION OF THE OHIO PROPERTY & CASUALTY INSURANCE 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,782,603

Investment Income $8,783

Other Revenue $0

TOTAL REVENUE $1,791,386

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,235,926

Fundraising Expenses $0

Other Expenses $476,483

TOTAL EXPENSES $1,712,409

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,791,386	$1,824,096	0.0%
Expenses	$1,712,409	$1,676,843	+0.0%
Net Income	$78,977	$147,253	-0.5%

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

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

$360,695

Total Directors

Key Employees

$203,284

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN AMMENDOLA	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MARK RUSSELL	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
TERRY MCCLASKEY	VICE CHAIRMA	2.00	Officer Director	$0	$0	$0
SUSANNA BERNA	TRUSTEE	1.00	Director	$0	$0	$0
ELISE DELANGLADE-SPRIGGS	TRUSTEE	1.00	Director	$0	$0	$0
MARK HOWARD	TRUSTEE	1.00	Director	$0	$0	$0
LISA LOVE	TRUSTEE	1.00	Director	$0	$0	$0
DEAN FADEL	PRESIDENT	40.00	Officer	$360,695	$0	$360,695
MICHAEL FARLEY	VP - GOVT AF	40.00	Key Emp	$203,284	$0	$203,284
CHUCK CRIST	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS J OBROKTA	TRUSTEE	1.00	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	No data	No data	No data	No data
2023	$1,791,386	$1,712,409	$1,054,549	$78,977
2022	$1,824,096	$1,676,843	$916,176	$147,253
2021	$1,790,344	$1,702,828	$705,390	$87,516
2020	$1,895,944	$1,557,163	$682,387	$338,781
2019	$1,556,304	$1,584,016	$272,449	$-27,712
2018	$1,717,231	$1,708,906	$343,799	$8,325

OHIO INSURANCE INSTITUTE