NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS (EIN 316060582) - 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

1999

Legal Domicile

Principal Officer

RICHARD MUCCIO

Phone

4402509460

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS, founded in 1999, is a small nonprofit that reported $216K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $208K left a modest 4% surplus.

Mission

ORGANIZATION PROVIDES EDUCATION AND INFORMATION FOR LICENSED HEALTH INSURANCE AGENTS AND BROKERS THROUGHOUT OHIO

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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 $216,062

Investment Income $0

Other Revenue $0

TOTAL REVENUE $216,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,878

Other Expenses $207,726

TOTAL EXPENSES $207,726

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,062	$253,894	-0.1%
Expenses	$207,726	$653,847	-0.7%
Net Income	$8,336	$-399,953	-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
SHERI MASKOW TERMINATED 42024	NABIP ADMIN	2.00	Officer Director	$0	$0	$0
JENNIFER KAUFFMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
BILL BARRETT	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
SHERRI RUTTER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DEE MCFARLAND	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
RICHARD MUCCIO	SECRETARY/TREASURER	2.00	Officer 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	$216,062	$207,726	$35,208	$8,336
2023	$253,894	$653,847	$26,872	$-399,953
2022	$159,271	$185,185	$426,825	$-25,914
2021	$176,566	$137,382	$452,739	$39,184
2020	$195,749	$160,501	$413,555	$35,248
2019	$205,490	$177,493	$378,307	$27,997
2018	$214,551	$179,237	$350,310	$35,314

NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS