Professional Insurance Marketing Association Inc

Nonprofit profile at a glance

EIN
237455201
IRS 990 coverage
2020–2025
Forms available
Form 990 2025
Location
Chicago, IL, USA
Phone
3126440828
Rating confidence
Limited

Reported finances

Revenue
$1,310,727
Expenses
$1,305,826
Assets
$1,429,562
Liabilities
$810,356

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • KELLY ABELES (PRESIDENT)
  • SEAN COX (PRESIDENT-ELECT)
  • PAMELA MOY (PAST PRESIDENT)
  • ANN DIELEMAN (EXECUTIVE DIRECTOR (01/25-11/25))
  • JILL FECHER (EXECUTIVE DIRECTOR (12/25))

People named in this filing

  • KELLY ABELES (PRESIDENT)
  • SEAN COX (PRESIDENT-ELECT)
  • PAMELA MOY (PAST PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The professional insurance marketing association, inc. (pima) is a nonprofit, member-driven trade association focused exclusively on the affinity market. Pima's mission is to be the source for executive leaders in the affinity market to create business growth, connect with thought leaders, and cultivate relationships with the vision of closing the gap on financial security for consumers and businesses, preparing the next generation of leaders, and generating sustainable growth for members and the industry.

What it reported doing in 2025

Pima hosts two conferences a year providing information on direct marketing trends and forums to discuss emerging industry issues and developments. In addition, pima regularly provides members with updates on regulatory and other matters via online articles and newsletters.

Operating model

Revenue model
Earned-program. 95% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 90
  • Accountability: 88
  • Sustainability: 39
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.4%; rating input score 32; 32nd percentile among comparable filings
  • Total-asset coverage ratio: 1.09; rating input score 46; 46th percentile among comparable filings
  • Liabilities to assets ratio: 0.57; rating input score 10; 10th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 8.9% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 10.8% per year; rating input score 100; 58th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 13 of 13 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 15 people listed
  • Highest-paid contractors: 4 contractors listed · $866K reported
  • Consistency: 11 of 11 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 2 of 7 not reported.
  • Moderate — Sustainability: Operating margin scored 32/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
  • High — Sustainability: Liabilities to assets ratio scored 10/100.