INSURANCE INSTITUTE OF INDIANA INC (EIN 351016557) - 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

1958

Legal Domicile

Principal Officer

MARTIN P WOOD

Phone

3174642450

Tax Period

2025-01-01 to 2025-12-31

INSURANCE INSTITUTE OF INDIANA INC, founded in 1958, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2025. Expenses of $1.1M left a modest 4% surplus.

Mission

TO DISTRIBUTE INFORMATION AND CONDUCT EDUCATION IN THE INSURANCE INDUSTRY TO PROMOTE AWARENESS TO INDIVIDUALS AND THE ECONOMY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,150,134

Program Service Revenue $0

Investment Income $10,877

Other Revenue $0

TOTAL REVENUE $1,161,011

Expense Breakdown

Grants Paid $0

Salaries & Benefits $760,686

Fundraising Expenses $0

Other Expenses $353,068

TOTAL EXPENSES $1,113,754

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,161,011	$1,112,483	+0.0%
Expenses	$1,113,754	$1,044,795	+0.1%
Net Income	$47,257	$67,688	-0.3%

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

$282,159

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ART MILLER	DIRECTOR	1.00	Director	$0	$0	$0
DEAN TRACHSEL	DIRECTOR	1.00	Director	$0	$0	$0
JESS ALANIS	TREASURER	3.00	Officer Director	$0	$0	$0
WILLIAM CARMICHAEL	DIRECTOR	1.00	Director	$0	$0	$0
ERIC MUSSER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ALLISON	SECRETARY	3.00	Officer Director	$0	$0	$0
KRYSTLE GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL STERN	AT LARGE	1.50	Director	$0	$0	$0
PATRICK FOLTYN	VICE CHAIR	3.00	Officer Director	$0	$0	$0
FRANK SHORT	DIRECTOR	1.00	Director	$0	$0	$0
BRAD CORSO	DIRECTOR	1.00	Director	$0	$0	$0
LISA CONLEY	DIRECTOR	1.00	Director	$0	$0	$0
BRENT SMOYER	DIRECTOR	1.00	Director	$0	$0	$0
DIANE CHAPMAN	DIRECTOR	1.00	Director	$0	$0	$0
JEN ANSTETT	DIRECTOR	1.00	Director	$0	$0	$0
JEFF MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
BUREN JONES	DIRECTOR	1.00	Director	$0	$0	$0
BEN MOSS	DIRECTOR	1.00	Director	$0	$0	$0
JEN HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY MCCUTCHAN	AT LARGE	1.50	Director	$0	$0	$0
BRIAN YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
JEFF BECK	DIRECTOR	1.00	Director	$0	$0	$0
MARK SCHLOEMER	CHAIR	3.00	Officer Director	$0	$0	$0
KELLY EDWARDS	AT LARGE	1.50	Director	$0	$0	$0
LINDSAY SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
KAY RISNER	DIRECTOR	1.00	Director	$0	$0	$0
STEVE ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER RODEWALD	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN DETTMER	DIRECTOR	1.00	Director	$0	$0	$0
MARTIN P WOOD	PRESIDENT	3.00	Officer	$282,159	$0	$282,159

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	$1,161,011	$1,113,754	$1,000,456	$47,257
2024	$1,112,483	$1,044,795	$955,076	$67,688
2023	$1,133,801	$1,108,950	$874,804	$24,851
2022	$1,069,338	$1,086,997	$863,641	$-17,659
2021	$1,127,882	$1,074,035	$944,890	$53,847
2020	$951,477	$863,725	$852,437	$87,752
2019	$842,242	$816,966	$739,699	$25,276
2018	$841,879	$802,501	$702,477	$39,378

INSURANCE INSTITUTE OF INDIANA INC