WOMEN IN INSURANCE & FINANCIAL SERVICES INC - GROUP EXEMPTION (EIN 901005291) - 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

1936

Legal Domicile

Phone

8662649437

Tax Period

2021-11-01 to 2022-10-31

WOMEN IN INSURANCE & FINANCIAL SERVICES INC - GROUP EXEMPTION, founded in 1936, is a micro nonprofit that reported $85K in total revenue in fiscal year 2021. Revenue surged 63% from the prior year, signaling strong growth momentum. Expenses of $73K left a modest 14% surplus.

Mission

THE ASSOCIATION PROVIDES EDUCATIONAL RESOURCES, ORGANIZES A YEARLY CONFERENCE, PUBLISHES A PERIODICAL AND A MEMBERSHIP DIRECTORY. THE ASSOCIATION PROVIDES PROFESSIONAL DEVELOPMENT, TRAINING,

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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 $52,539

Program Service Revenue $32,497

Investment Income $3

Other Revenue $0

TOTAL REVENUE $85,039

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $72,766

TOTAL EXPENSES $72,766

Year-over-Year Comparison

	2021	2020	Change
Revenue	$85,039	$52,243	+0.6%
Expenses	$72,766	$63,481	+0.1%
Net Income	$12,273	$-11,238	-2.1%

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

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
TONI GONZALES	PRESIDENT	6.00	Officer Director	$0	$0	$0
TONI SOVA-CORFEE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MINDY HELFRICH	TREASURER	3.00	Officer Director	$0	$0	$0
DARREN LARSEN	SECRETARY	3.00	Officer Director	$0	$0	$0
DARLENE FLAGG	IMM PAST PRES	3.00	Officer Director	$0	$0	$0
KATIE SMALL	DIRECTOR	3.00	Director	$0	$0	$0
MARC KINER	DIRECTOR	3.00	Director	$0	$0	$0
SARAH WILLIAMS	DIRECTOR	3.00	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
2022	$85,039	$72,766	$69,789	$12,273
2021	$52,243	$63,481	$57,516	$-11,238
2020	$75,136	$86,175	$68,754	$-11,039
2019	$126,488	$137,394	$79,793	$-10,906
2018	$151,254	$159,438	$90,699	$-8,184

WOMEN IN INSURANCE & FINANCIAL SERVICES INC - GROUP EXEMPTION