Association of Indiana Life Insurance Companies (EIN 351549355) - 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

1914

Legal Domicile

Principal Officer

Andrew Norris

Phone

3176845442

Tax Period

2023-09-01 to 2024-08-31

Association of Indiana Life Insurance Companies, founded in 1914, is a small nonprofit that reported $291K in total revenue in fiscal year 2023. Revenue surged 787% from the prior year, signaling strong growth momentum. The organization ran a surplus of $148K, a strong 51% operating margin.

Mission

Promote the interests of the life insurance industry and its policy and contract holders by representation before Indiana regulatory and legislative organizations and to the general public.

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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 $291,189

Program Service Revenue $0

Investment Income $12

Other Revenue $0

TOTAL REVENUE $291,201

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $143,567

TOTAL EXPENSES $143,567

Year-over-Year Comparison

	2023	2022	Change
Revenue	$291,201	$32,823	+7.9%
Expenses	$143,567	$146,024	0.0%
Net Income	$147,634	$-113,201	-2.3%

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

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
Roman Gabriel	President	1.00	Officer	$0	$0	$0
Katie Robinson	Vice President	1.00	Officer	$0	$0	$0
Andrew Norris	Secretary/Treasurer	1.00	Officer	$0	$0	$0
Trenton F Hahn	Exec Director/Counsel	9.00	Officer	$0	$0	$0
Carrie Hartgen	Ex Officio	1.00	Officer	$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	$291,201	$143,567	$218,752	$147,634

Association of Indiana Life Insurance Companies