Insurance Regulatory Examiners Society (EIN 431461242) - 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

2018

Legal Domicile

Principal Officer

Erica Weyhenmeyer

Tax Period

2023-01-01 to 2023-12-31

Insurance Regulatory Examiners Society, founded in 2018, is a small nonprofit that reported $420K in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

Insurance industry education

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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 $118,020

Program Service Revenue $293,511

Investment Income $8,658

Other Revenue $0

TOTAL REVENUE $420,189

Expense Breakdown

Grants Paid $5,433

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $246,191

Other Expenses $416,488

TOTAL EXPENSES $421,921

Year-over-Year Comparison

	2023	2022	Change
Revenue	$420,189	$351,222	+0.2%
Expenses	$421,921	$380,254	+0.1%
Net Income	$-1,732	$-29,032	-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
Maria Ailor	Director	N/A	Director	$0	$0	$0
Kenneth Allen	Director	N/A	Director	$0	$0	$0
Cynthia Amann	Director	N/A	Director	$0	$0	$0
LeAnn Crow	President elect	N/A	Officer Director	$0	$0	$0
Tracy Biehn	Director	N/A	Director	$0	$0	$0
Donald Carbone	Director	N/A	Director	$0	$0	$0
Brett Bache	Director	N/A	Director	$0	$0	$0
Chrystal Bartuska	Director	N/A	Director	$0	$0	$0
Robert McManus	Director	N/A	Director	$0	$0	$0
Angela Hatchell	Director	N/A	Director	$0	$0	$0
Christopher Heisler	Director	N/A	Director	$0	$0	$0
Martin Swanson	Director	N/A	Director	$0	$0	$0
Ron Kotowski	Director	N/A	Director	$0	$0	$0
Tom McIntyre	Treasurer	N/A	Officer Director	$0	$0	$0
Mary Nugent	Director	N/A	Director	$0	$0	$0
Jennifer Hopper	Vice President	N/A	Officer Director	$0	$0	$0
Lori Ruggiero	Director	N/A	Director	$0	$0	$0
Shelly Schuman	Director	N/A	Director	$0	$0	$0
Kallie Somme	Director	N/A	Director	$0	$0	$0
Erica Weyhenmeyer	President	N/A	Officer Director	$0	$0	$0
Cynthia Fitzgerald	Director	N/A	Director	$0	$0	$0
Sheri Marston	Past President	N/A	Officer Director	$0	$0	$0
John Haworth	Director	N/A	Director	$0	$0	$0
Joylynn Fix	Director	N/A	Director	$0	$0	$0
Craig Leonard	Director	N/A	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
2023	$420,189	$421,921	$442,556	$-1,732
2022	$351,222	$380,254	$425,252	$-29,032
2021	$260,476	$178,128	$455,469	$82,348
2020	$233,869	$214,320	$371,276	$19,549
2019	$394,758	$379,654	$351,727	$15,104
2018	$363,484	$397,695	$336,644	$-34,211

Insurance Regulatory Examiners Society