NATIONAL PREMIUM TAX CONFERENCE INC

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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

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

The National Premium Tax Conference was held in Ft. Lauderdale FL from November 12-15 2024. This is the only national conference that allows insurance company state tax professionals the opportunity to learn and discuss the state taxation of the insurance industry.

Program Service Accomplishments

Program 1

Expenses: $240,145 Revenue: $250,763

Annual National Premium tax conference fees collected and expenses to run the conference.

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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 $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

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
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