INSURANCE MARKETING COMMUNICATIONS ASSN (EIN 362803022) - 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

1923

Legal Domicile

Principal Officer

JESSICA MARSHALL

Phone

9529284644

Tax Period

2023-09-01 to 2024-08-31

INSURANCE MARKETING COMMUNICATIONS ASSN, founded in 1923, is a small nonprofit that reported $440K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $71K, a strong 16% operating margin.

Mission

IMCA IS AN ASSOCIATION DEDICATED TO DELIVERING LEADING-EDGE MARKETING AND COMMUNICATION TECHNIQUES THAT HELP TO MAXIMIZE BUINESS OUTCOMES OF MEMBERS.LEVERAGING ITS DIVERSE MEMBERSHIP OF MARKETING, CORPORATE COMMUNICATIONS, ADVERTISING, PUBLIC RELATIONS AND GRAPHIC DESIGN PROFESSIONALS, IMCA HELPS MEMBERS: 1) UNDERSTAND THE LATEST INSURANCE INDUSTRY ISSUES AND MARKETING/COMUNICATIONS CHALLENGES; 2) APPLY THE FULL RANGE OF TOOLS, TACTICS AND STRATEGIES TO ADDRESS THESE ISSUES AND CHALLENGES; AND 3) PROMOTE BEST PRACTICES AND THE HIGHEST PROFESSIONAL ETHICS AND STANDARDS.

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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 $124,837

Program Service Revenue $314,566

Investment Income $0

Other Revenue $399

TOTAL REVENUE $439,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $271,286

Other Expenses $369,174

TOTAL EXPENSES $369,174

Year-over-Year Comparison

	2023	2022	Change
Revenue	$439,802	$374,928	+0.2%
Expenses	$369,174	$291,579	+0.3%
Net Income	$70,628	$83,349	-0.2%

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

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
JESSICA MARSHALL	CHAIR	5.00	Officer Director	$0	$0	$0
TAYLOR EVANS	EXECUTIVE VICE CHAIR	5.00	Officer Director	$0	$0	$0
LORRAINE JECKELLS	TREASURER	5.00	Officer Director	$0	$0	$0
HADIE MULVEY	IMMEDIATE PAST CHAIR	5.00	Officer Director	$0	$0	$0
RAMYA BHOLA	BOARD DIRECTOR	2.00	Director	$0	$0	$0
DANIELLE BOST	BOARD DIRECTOR	2.00	Director	$0	$0	$0
GINA BUTCHIN	BOARD DIRECTOR	2.00	Director	$0	$0	$0
KASEY CONNORS	BOARD DIRECTOR	2.00	Director	$0	$0	$0
MITCH DUNFORD	BOARD DIRECTOR	2.00	Director	$0	$0	$0
ANEISHA GOLDSMITH	BOARD DIRECTOR	2.00	Director	$0	$0	$0
CHARLENE GOODWIN	BOARD DIRECTOR	2.00	Director	$0	$0	$0
HALLIE HARENSKI	BOARD DIRECTOR	2.00	Director	$0	$0	$0
AMANDA LANGLAIS	BOARD DIRECTOR	2.00	Director	$0	$0	$0
PETER VAN AARTRIJK	BOARD DIRECTOR	2.00	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	$439,802	$369,174	$162,754	$70,628
2023	$374,928	$291,579	$103,653	$83,349
2022	$292,820	$296,999	$7,113	$-4,179
2021	$204,012	$201,029	$43,364	$2,983
2020	$75,095	$101,774	$73,995	$-26,679
2019	$275,815	$325,005	$35,426	$-49,190

INSURANCE MARKETING COMMUNICATIONS ASSN