INSIGHTS ASSOCIATION SOUTHERN CALIFORNIA CHAPTER INC (EIN 953613244) - 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

2016

Legal Domicile

Principal Officer

KEN HARTLEY

Phone

7205511733

Tax Period

2022-01-01 to 2022-12-31

INSIGHTS ASSOCIATION SOUTHERN CALIFORNIA CHAPTER INC, founded in 2016, is a micro nonprofit in the Community Improvement sector that reported $72K in total revenue in fiscal year 2022. Revenue surged 1048% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 62% operating margin.

Mission

Insights Association helps its members create competitive advantage. All our revenue is invested in quality standards, legal and business advocacy, education, certification and direct support to enable our members to thrive in an evolving industry and drive business impact.

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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 (2022)

Revenue Breakdown

Contributions & Grants $5,200

Program Service Revenue $62,488

Investment Income $0

Other Revenue $3,980

TOTAL REVENUE $71,668

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $23,996

Other Expenses $27,552

TOTAL EXPENSES $27,552

Year-over-Year Comparison

	2022	2021	Change
Revenue	$71,668	$6,244	+10.5%
Expenses	$27,552	$1,202	+21.9%
Net Income	$44,116	$5,042	+7.7%

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

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
KEN HARTLEY	Treasurer	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
2022	$71,668	$27,552	$89,106	$44,116
2021	$6,244	$1,202	$44,990	$5,042
2020	$14,895	$15,807	$41,048	$-912
2019	$35,422	$19,698	$41,960	$15,724

INSIGHTS ASSOCIATION SOUTHERN CALIFORNIA CHAPTER INC