LIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION (EIN 521904610) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

KEVIN M MAYEUX

Phone

7037708100

Tax Period

2023-01-01 to 2023-12-31

LIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION, founded in 1994, is a community nonprofit that reported $4.1M in total revenue in fiscal year 2018.

Mission

TO EDUCATE THE PUBLIC ABOUT INSURANCE PRODUCTS AND THE VALUE OF SEEKING PROFESSIONAL ADVICE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $403,333

Program Service Revenue $161,073

Investment Income $0

Other Revenue $0

TOTAL REVENUE $564,406

Expense Breakdown

Grants Paid $0

Salaries & Benefits $382,156

Fundraising Expenses $0

Other Expenses $304,637

TOTAL EXPENSES $686,793

Year-over-Year Comparison

	2023	2022	Change
Revenue	$564,406	$2,255,724	-0.7%
Expenses	$686,793	$3,690,250	-0.8%
Net Income	$-122,387	$-1,434,526	-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

Volunteers

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

$1,042,760

Total Directors

$1,065

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARB PIETRANGELO	VICE CHAIR	2.50	Director	$0	$0	$0
MARK HANNA CLU CHFC AIF	DIRECTOR	2.50	Director	$0	$0	$0
MICHAEL WEINTRAUB	TREASURER	2.50	Director	$0	$0	$0
R JAN PINNEY	DIRECTOR	2.50	Director	$0	$0	$0
PAUL DOUGHERTY	TRUSTEE	2.50	Director	$0	$0	$0
LARRY HOLZBERG	TRUSTEE	3.00	Director	$0	$0	$1,065
MARGARET LEYES	CHIEF CREATIVE OFFICER	35.00	Officer	$193,768	$24,719	$218,487
ERNI DAVIS	CFO	10.00	Officer	$0	$23,005	$231,791
KEVIN M MAYEUX	CEO	10.00	Officer	$0	$30,118	$592,482
BRIAN STEINER	EXECUTIVE DIRECTOR	10.00	Officer	$0	$0	$0
JOSHUA DUNHAM	CHIEF RELATIONSHIP OFFICER	40.00	Highest	$221,308	$0	$221,308
RICHARD PRATTE	HEAD OF PRODUCT	40.00	Highest	$140,591	$0	$140,591
JEREMY VAUGHT	DIRECTOR OF ENGINEERING	40.00	Highest	$119,306	$0	$119,306

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	$564,406	$686,793	$339,380	$-122,387
2022	$2,255,724	$3,690,250	$2,862,476	$-1,434,526
2021	$3,872,608	$3,650,720	$4,929,760	$221,888
2020	$3,782,190	$3,438,692	$4,499,570	$343,498
2019	$3,145,972	$3,886,417	$3,835,976	$-740,445
2018	$4,109,445	$4,007,154	$4,776,799	$102,291

LIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION