THE SURPLUS LINE ASSOCIATION OF ARIZONA (EIN 860226564) - 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

1970

Legal Domicile

Principal Officer

KONNIE KEASCHALL-KISER

Phone

6022796344

Tax Period

2024-01-01 to 2024-12-31

THE SURPLUS LINE ASSOCIATION OF ARIZONA, founded in 1970, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $3.3M left a modest 5% surplus.

Mission

EXAMINE INSURANCE POLICIES WRITTEN BY SURPLUS LINE BROKERS IN ARIZONA AND TO REVIEW AND MAINTAIN BROKER RECORDS.

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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 $0

Program Service Revenue $3,490,117

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,490,117

Expense Breakdown

Grants Paid $2,673,400

Salaries & Benefits $194,274

Fundraising Expenses $0

Other Expenses $444,147

TOTAL EXPENSES $3,311,821

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,490,117	$3,025,173	+0.2%
Expenses	$3,311,821	$3,044,142	+0.1%
Net Income	$178,296	$-18,969	-10.4%

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

Governance

Voting Members

Independent Members

N/A

Employees

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

$181,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON SCOTT WEDE	Executive Dir.	40.00	Officer	$181,250	$0	$181,250
TRESA QUALE	Director	0.00	Director	$0	$0	$0
JAMES MANN	Director	0.00	Director	$0	$0	$0
ERIC JOHNSON	Director	0.00	Director	$0	$0	$0
MICHELLE WILKINSON	Director	0.00	Director	$0	$0	$0
SCOTT CULLER	Director	0.00	Director	$0	$0	$0
MARC R ADLER	Secretary	0.00	Officer	$0	$0	$0
KONNIE KEASCHALL-KISER	President	0.00	Officer	$0	$0	$0
ED DRESSELHUYS	Vice President	0.00	Officer	$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	$3,490,117	$3,311,821	$1,293,887	$178,296
2023	$3,025,173	$3,044,142	$1,116,015	$-18,969
2022	$2,694,368	$2,695,316	$1,128,236	$-948
2021	$2,079,494	$1,786,953	$1,152,985	$292,541
2020	$1,502,049	$1,650,568	$841,925	$-148,519
2019	$1,386,358	$1,173,264	$997,014	$213,094

THE SURPLUS LINE ASSOCIATION OF ARIZONA