INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE TRUST

EIN: 466740275 Mutual Benefit

JERSEY CITY, NJ

Total Revenue
$244,220
Total Expenses
$1,954,440
Total Assets
$6,621,965
Net Assets
$6,621,965
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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
2012
Legal Domicile
NJ
Principal Officer
MATRIX TRUST COMPANY
Phone
2014692160
Tax Period
2025-01-01 to 2025-12-31

INSURANCE SERVICES OFFICE INC HEALTH AND WELFARE TRUST, founded in 2012, is a small nonprofit in the Mutual Benefit sector that reported $244K in total revenue in fiscal year 2025. Expenses of $2.0M exceeded revenue, resulting in a 700% operating deficit.

Mission

TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $244,220
Other Revenue $0
TOTAL REVENUE $244,220

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $32,693
TOTAL EXPENSES $1,954,440

Year-over-Year Comparison

2025 2024 Change
Revenue $244,220 $238,854 +0.0%
Expenses $1,954,440 $37,472 +51.2%
Net Income $-1,710,220 $201,382 -9.5%
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
1
Independent Members
N/A
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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$4,184 $0 $4,184
N/A TRUSTEE 1.00
$250 $0 $250
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 $244,220 $1,954,440 $6,621,965 $-1,710,220
2024 No data No data No data No data
2023 $68,472 $36,306 $8,073,627 $32,166
2022 $-10,019 $719,944 $7,723,225 $-729,963
2021 $79,932 $779,926 $9,565,271 $-699,994
2020 $230,991 $48,654 $10,505,296 $182,337
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