VERMONT PROPERTY AND CASUALTY INSURANCE GUARANTY ASSOCIATION

EIN: 510172249

Boston, MA

Total Revenue
$314,630
Total Expenses
$619,252
Total Assets
$30,653,437
Net Assets
$30,653,437
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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
1969
Legal Domicile
MA
Principal Officer
Barbara Petersen Law
Phone
6172277020
Tax Period
2023-01-01 to 2023-12-31

VERMONT PROPERTY AND CASUALTY INSURANCE GUARANTY ASSOCIATION, founded in 1969, is a small nonprofit that reported $315K in total revenue in fiscal year 2023. Revenue surged 141% from the prior year, signaling strong growth momentum. Expenses of $619K exceeded revenue, resulting in a 97% operating deficit.

Mission

During the year the Association paid covered claims on behalf of insolvent insurers in accordance with the Vermont state statute, Section 3611 of the Act.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $96,360
Investment Income $218,270
Other Revenue $0
TOTAL REVENUE $314,630

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $297,947
Other Expenses $321,305
TOTAL EXPENSES $619,252

Year-over-Year Comparison

2023 2022 Change
Revenue $314,630 $130,480 +1.4%
Expenses $619,252 $656,906 -0.1%
Net Income $-304,622 $-526,426 -0.4%
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
9
Independent Members
9
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
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
William J Cahill Chair representing Vermont Mutual Insurance Co 1
Director
$0 $0 $0
Jennifer A Morrison Vice Chair representing Amica Mutual Insurance Co 1
Director
$0 $0 $0
Haris Berenson Board Member representing The Hanover Insurance Company 1
Director
$0 $0 $0
Lee Dowgiewicz Board Member representing Co-operative Insurance Companies 1
Director
$0 $0 $0
Samantha Freedman Board Member representing Government Employees Ins. Co. 1
Director
$0 $0 $0
Sarah Jarvis Board Member representing Union Mutual Fire Insurance Co 1
Director
$0 $0 $0
Dave McPherson Board Member representing MMG Insurance Company 1
Director
$0 $0 $0
Michael P Nolin Jr Board Member representing Concord General Mutual Ins Co 1
Director
$0 $0 $0
Joseph Torti Board Member representing United States Fire Insurance Co 1
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 No data No data No data No data
2023 $314,630 $619,252 $30,653,437 $-304,622
2022 $130,480 $656,906 $30,958,059 $-526,426
2021 $1,173,822 $626,207 $31,484,485 $547,615
2020 $1,288,251 $1,141,140 $30,936,870 $147,111
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