COMBINED CLAIMS CONFERENCE

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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

1993

Legal Domicile

Principal Officer

DAWNDE PENCE

Phone

9166344205

Tax Period

2024-07-01 to 2025-06-30

COMBINED CLAIMS CONFERENCE, founded in 1993, is a small nonprofit that reported $343K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year.

Mission

TO SPONSOR AND ORGANIZE EDUCATIONAL SEMINARS FOR INSURANCE INDUSTRY AND RELATED PERSONNEL.

Program Service Accomplishments

Program 1

THE COMBINED CLAIMS CONFERENCE HOLDS AN ANNUAL TWO-DAY PROGRAM OFFERING CONTINUING EDUCATION FOR APPROXIMATELY 1,200 INDEPENDENT ADJUSTERS, ATTORNEYS, INVESTIGATORS, AND BROKERS. THE CONFERENCE...

THE COMBINED CLAIMS CONFERENCE HOLDS AN ANNUAL TWO-DAY PROGRAM OFFERING CONTINUING EDUCATION FOR APPROXIMATELY 1,200 INDEPENDENT ADJUSTERS, ATTORNEYS, INVESTIGATORS, AND BROKERS. THE CONFERENCE INCLUDES SEPARATE EDUCATION TRACKS, WITH SPEAKERS ADDRESSING THE MOST PRESSING INSURANCE TOPICS. THE COMBINED CLAIMS CONFERENCE PROVIDES OVER 400 SCHOLARSHIPS TO EACH CONFERENCE FOR INSURANCE INDUSTRY PERSONNEL.

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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 $330,962

Investment Income $12,254

Other Revenue $0

TOTAL REVENUE $343,216

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $358,950

TOTAL EXPENSES $358,950

Year-over-Year Comparison

	2024	2023	Change
Revenue	$343,216	$423,453	-0.2%
Expenses	$358,950	$625,588	-0.4%
Net Income	$-15,734	$-202,135	-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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWNDE PENCE	President	2.00	Officer Director	$0	$0	$0
LINDA DOI-SCHEID	Vice President	1.00	Officer Director	$0	$0	$0
CAROL MCDONALD	Vice President	1.00	Officer Director	$0	$0	$0
MICHAEL LAMB	Treasurer	1.00	Officer Director	$0	$0	$0
KELLY KYLE	Secretary	1.00	Officer Director	$0	$0	$0
KELLI ANDERSON	Director	1.00	Director	$0	$0	$0
CARA CALHOUN	Director	1.00	Director	$0	$0	$0
BILL KING	Director	1.00	Director	$0	$0	$0
KAYLA JACKS	Director	1.00	Director	$0	$0	$0
JULIET SCHADE	Director	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
2025	$343,216	$358,950	$126,401	$-15,734
2024	$423,453	$625,588	$162,594	$-202,135
2023	$308,040	$413,837	$344,270	$-105,797
2022	$327,685	$327,998	$450,067	$-313
2021	$247,845	$93,666	$464,654	$154,179
2020	$318,647	$351,339	$324,181	$-32,692
2019	$313,880	$346,691	$350,278	$-32,811
2018	$314,145	$287,780	$377,495	$26,365