THE ACADEMY OF PRODUCER INS STUDIES INC (EIN 742255697) - 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

1981

Legal Domicile

Principal Officer

WILLIAM J HOLD

Phone

5123467050

Tax Period

2024-01-01 to 2024-12-31

THE ACADEMY OF PRODUCER INS STUDIES INC, founded in 1981, is a small nonprofit that reported $804K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $133K, a strong 17% operating margin.

Mission

THE ACADEMY CONDUCTS RESEARCH IN ORDER TO RAISE AWARENESS, UNDERSTANDING, AND EFFECTIVENESS OF INSURANCE PRODUCERS AND RISK MANAGEMENT PRACTITIONERS.

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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 $698,854

Program Service Revenue $104,890

Investment Income $0

Other Revenue $0

TOTAL REVENUE $803,744

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,957

Other Expenses $670,520

TOTAL EXPENSES $670,520

Year-over-Year Comparison

	2024	2023	Change
Revenue	$803,744	$916,208	-0.1%
Expenses	$670,520	$660,949	+0.0%
Net Income	$133,224	$255,259	-0.5%

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

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

$1,970,560

Total Directors

$1,970,560

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM T HOLD	EXECUTIVE CHAIRMAN	5.00	Officer Director	$0	$9,458	$219,630
WILLIAM J HOLD MBA CRM CISR	CHIEF EXECUTIVE OFFICER/PRESIDENT	5.00	Officer Director	$0	$15,525	$690,784
MITCH DUNFORD	CHIEF MARKETING OFFICER	5.00	Officer Director	$0	$7,800	$352,590
ALEX LEKHAJ	CHIEF OPERATING OFFICER	5.00	Officer Director	$0	$15,516	$360,306
DANIELLE D JANECKA	CHIEF EXPERIENCE OFFICER	5.00	Officer Director	$0	$14,523	$347,250
CRISTINA PEDRAZA-MARTINEZ JD CPA	IMMEDIATE PAST CHAIRMAN	5.00	Director	$0	$0	$0
EDUARD J PULKSTENIS CIC CPCU FCAS	CHAIRMAN	5.00	Director	$0	$0	$0
DARRYL COLEMAN	VICE CHAIRMAN	5.00	Director	$0	$0	$0
CAMERON ALFORD UACRM ARM	BOARD MEMBER	5.00	Director	$0	$0	$0
JILL M BISCO PHD CIC CRMCPRM C	BOARD MEMBER	5.00	Director	$0	$0	$0
ALIVIA COOPER MS CIC CRM	MEMBER AT LARGE	5.00	Director	$0	$0	$0
WILLIAM T HOLD PHD CIC CPCU CL	BOARD MEMBER	5.00	Director	$0	$0	$0
PAMELA B KUSMA CIC	BOARD MEMBER	5.00	Director	$0	$0	$0
RICHARD L MCCATHRON CIC CPCU	BOARD MEMBER	5.00	Director	$0	$0	$0
DAVID MEDVIDOFSKY CICCRM CPCU ARM	BOARD MEMBER	5.00	Director	$0	$0	$0
PETER VAN AARTRIJK CIC	MEMBER AT LARGE	5.00	Director	$0	$0	$0
SCOTT NAUGLE CIC AAI	BOARD MEMBER	5.00	Director	$0	$0	$0
MILI BANERJE-PAL	BOARD MEMBER	5.00	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
2024	$803,744	$670,520	$3,214,239	$133,224
2023	$916,208	$660,949	$3,952,870	$255,259
2022	$721,925	$645,816	$3,860,054	$76,109
2021	$2,100,970	$618,937	$3,640,740	$1,482,033
2020	$638,098	$523,750	$3,369,617	$114,348
2019	$433,033	$435,630	$1,228,543	$-2,597
2018	$509,198	$599,325	$1,006,226	$-90,127

THE ACADEMY OF PRODUCER INS STUDIES INC