NATIONAL PREMIUM TAX CONFERENCE INC

EIN: 391852149 501(c)(3) Education

Millis, MA

Total Revenue
$250,763
Total Expenses
$240,145
Total Assets
$135,306
Net Assets
$135,306
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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
1996
Legal Domicile
WI
Phone
5083304413
Tax Period
2024-01-01 to 2024-12-31

NATIONAL PREMIUM TAX CONFERENCE INC, founded in 1996, is a small nonprofit in the Education sector that reported $251K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $240K left a modest 4% surplus.

Mission

To manage the planning operation and success of the National Premium Tax Conference. The only organization that provides education training and continual development on state insurance tax professionals in the nation.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $250,763
Investment Income $0
Other Revenue $0
TOTAL REVENUE $250,763

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $240,145
Other Expenses $240,145
TOTAL EXPENSES $240,145

Year-over-Year Comparison

2024 2023 Change
Revenue $250,763 $179,935 +0.4%
Expenses $240,145 $80,237 +2.0%
Net Income $10,618 $99,698 -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

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Governance

Voting Members
12
Independent Members
12
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jessica Fahey Director 1.00
Director
$0 $0 $0
George Ryan Director 1.00
Director
$0 $0 $0
Josie Lowman 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 No data No data No data No data
2024 $250,763 $240,145 $135,306 $10,618
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