NATIONAL ASSOCIATION OF BENEFITS A… - Form 990 Financial Data

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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

2006

Legal Domicile

Principal Officer

RAY CEBULA

Phone

6173123261

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF BENEFITS AND WORK INCENTIVE SPECIALIST INC, founded in 2006, is a micro nonprofit in the Civil Rights & Advocacy sector that reported $75K in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 46% operating margin.

Mission

The National Association of Benefits and Work Incentive Specialists NABWIS is comprised of the many and varied professionals providing assistance to individuals who receive disability benefits and are considering work.

Program Service Accomplishments

Program 1

Conference to educate and be a resource for those with disabilities.

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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 $74,504

Investment Income $0

Other Revenue $0

TOTAL REVENUE $74,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $40,472

TOTAL EXPENSES $40,472

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,504	$42,427	+0.8%
Expenses	$40,472	$20,996	+0.9%
Net Income	$34,032	$21,431	+0.6%

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

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
RAY CEBULA	PRESIDENT	005.00	Director	$0	$0	$0
JOLENE WYLER	VICE PRESIDENT	005.00	Director	$0	$0	$0
STEPHANIE DRUM	SECRETARY	002.00	Director	$0	$0	$0
ALEYDA TORUNO	TREASURER	005.00	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	$74,504	$40,472	$133,016	$34,032
2023	$42,427	$20,996	$98,984	$21,431
2022	$18,673	$19,451	$77,553	$-778

NATIONAL ASSOCIATION OF BENEFITS AND WORK INCENTIVE SPECIALIST INC