SELF INSURANCE INSTITUTE OF AMERICA INC (EIN 953619991) - 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

JOHN CAPASSO

Phone

8008517789

Tax Period

2023-01-01 to 2023-12-31

SELF INSURANCE INSTITUTE OF AMERICA INC, founded in 1981, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $6.3M left a modest 4% surplus.

Mission

PROMOTING COOPERATION OF SELF-INSURANCE INDUSTRY MEMBERS OR USERS OF SELF-INSURANCE SERVICES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,486,438

Program Service Revenue $3,967,368

Investment Income $86,435

Other Revenue $994

TOTAL REVENUE $6,541,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,263,048

TOTAL EXPENSES $6,263,048

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,541,235	$5,752,205	+0.1%
Expenses	$6,263,048	$5,449,427	+0.1%
Net Income	$278,187	$302,778	-0.1%

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
JOHN CAPASSO	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
STACY BORANS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK COMBS	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY GASBARRO	TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
ADAM RUSSO	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH HODGES	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW KIRK	CHAIRMAN ELECT	1.00	Officer Director	$0	$0	$0
MARK LAWRENCE	BOARD MEMBER	1.00	Director	$0	$0	$0
ORLO SPIKE DIETRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH TURBITT	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2023	$6,541,235	$6,263,048	$3,954,706	$278,187
2022	$5,752,205	$5,449,427	$3,219,396	$302,778
2021	$3,820,672	$3,705,000	$2,577,903	$115,672
2020	$3,076,419	$3,038,284	$2,140,600	$38,135
2019	$5,182,153	$5,130,039	$2,508,141	$52,114
2018	$5,292,938	$4,933,930	$3,138,560	$359,008

SELF INSURANCE INSTITUTE OF AMERICA INC