NATIONAL ASSOCIATION OF INSURANCE … - 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

2000

Legal Domicile

Principal Officer

CELINE PASTORE

Phone

8136578052

Tax Period

2021-01-01 to 2021-12-31

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TAMPA INC, founded in 2000, is a micro nonprofit in the Community Improvement sector that reported $28K in total revenue in fiscal year 2021.

Mission

PROVIDING LOCAL INSURANCE AGENTS AND FINANCIAL ADVISORS WITH EDUCATION AND NETWORKING OPPORTUNITIES.

Program Service Accomplishments

Program 1

Expenses: $6,751

MEMBER SERVICES: TO ENHANCE THE ABILITY OF MEMBERS TO PROVIDE FINANCIAL SECURITY FOR THEIR CLIENTS, THROUGH APPROPRIATE LEGISLATIVE ACTION AND PROMOTION OF ETHICAL CONDUCT OF AGENTS AND OTHERS...

MEMBER SERVICES: TO ENHANCE THE ABILITY OF MEMBERS TO PROVIDE FINANCIAL SECURITY FOR THEIR CLIENTS, THROUGH APPROPRIATE LEGISLATIVE ACTION AND PROMOTION OF ETHICAL CONDUCT OF AGENTS AND OTHERS ENGAGED IN INSURANCE AND RELATED FINANCIAL SERVICES.

Program 2

Expenses: $12,418

LUNCHEONS: PROVIDING LOCAL INSURANCE AGENTS AND FINANCIAL ADVISORS WITH EDUCATION AND NETWORKING OPPORTUNITIES THROUGH MONTHLY MEETINGS.

Program 3

Expenses: $8,310

SEMINARS & CONVENTIONS: TO PROVIDE CONTINUING AND PROFESSIONAL SKILLS DEVELOPMENT FOR MEMBERS IN PERFORMING INSURANCE AND RELATED FINANCIAL 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 (2021)

Revenue Breakdown

Contributions & Grants $22,252

Program Service Revenue $2,740

Investment Income $0

Other Revenue $2,765

TOTAL REVENUE $27,757

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,479

Other Expenses $27,276

TOTAL EXPENSES $27,479

Year-over-Year Comparison

	2021	2020	Change
Revenue	$27,757	$27,350	+0.0%
Expenses	$27,479	$19,316	+0.4%
Net Income	$278	$8,034	-1.0%

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
CELINE PASTORE	PRESIDENT	0.50	Officer	$0	$0	$0
JOANNE DAUPHIN	VICE PRESIDE	0.50	Officer	$0	$0	$0
MAX CHOINIERE	SECRETARY/TR	0.50	Officer	$0	$0	$0
STEPHANIE TULLEY	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS BRUSER	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD LONG	DIRECTOR	0.50	Director	$0	$0	$0
OMAR GUERRA	DIRECTOR	0.50	Director	$0	$0	$0
ANTHONY SIVIGLIA	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT SPICER	DIRECTOR	0.50	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
2021	$27,757	$27,479	$17,771	$278
2020	$27,341	$19,316	$17,493	$8,025
2019	$38,446	$43,346	$9,468	$-4,900
2018	$44,381	$45,242	$13,832	$-861

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TAMPA INC