JVP INSURANCE FORUM FOUNDATION (EIN 823714676) - 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

2017

Legal Domicile

Principal Officer

KENNETH WEINE

Phone

8473378538

Tax Period

2021-01-01 to 2021-12-31

JVP INSURANCE FORUM FOUNDATION, founded in 2017, is a micro nonprofit in the Education sector that reported $4K in total revenue in fiscal year 2021. Revenue surged 2506% from the prior year, signaling strong growth momentum. Expenses of $6K exceeded revenue, resulting in a 55% operating deficit.

Mission

EDUCATING BUSINESS LEADERS AND INDIVIDUAL CONSUMERS ABOUT DEVELOPMENTS AND TRENDS IN INSURANCE AND ABOUT THE IMPORTANCE OF MAKING SMART INSURANCE DECISIONS.PRESENTING TRAINING FORUMS AND SEMINARS ADDRESSING THE LATEST INSURANCE TOPICS AND RISK MANAGEMENT ACTIVITIES, INCLUDING THE ANNUAL INSURANCE FORUM.PROVIDE ADVOCACY, TRAINING AND EDUCATION AROUND RISK MANAGEMENT ASSESSMENTS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $3,650

Program Service Revenue $0

Investment Income $128

Other Revenue $0

TOTAL REVENUE $3,778

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,845

TOTAL EXPENSES $5,845

Year-over-Year Comparison

	2021	2020	Change
Revenue	$3,778	$145	+25.1%
Expenses	$5,845	$5,785	+0.0%
Net Income	$-2,067	$-5,640	-0.6%

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
KENNETH WEINE	PRESIDENT	6.00	Officer Director	$0	$0	$0
G MICHAEL GOODING	SECRETARY	1.00	Officer Director	$0	$0	$0
LUKE MATTHEWS	TREASURER	1.00	Officer 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
2021	$3,778	$5,845	$271,183	$-2,067
2020	$145	$5,785	$273,216	$-5,640
2018	$306,661	$26,217	$280,444	$280,444

JVP INSURANCE FORUM FOUNDATION