Pennsylvania NABIP

EIN: 330993241 Community Improvement

Phoenixville, PA

Total Revenue
$297,727
Total Expenses
$328,301
Total Assets
$88,508
Net Assets
$68,035
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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
2004
Legal Domicile
PA
Phone
6107159858
Tax Period
2024-01-01 to 2024-12-31

Pennsylvania NABIP, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $298K in total revenue in fiscal year 2024. Expenses of $328K exceeded revenue, resulting in a 10% operating deficit.

Mission

The Pennsylvania NABIP was established to unify health insurance professionals in PA for the purpose of education our members and the public. Our goal is to preserve and perpetuate professional health insurance delivery while being an advocate for the consumer.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $73,747
Program Service Revenue $256,257
Investment Income $2
Other Revenue $-32,279
TOTAL REVENUE $297,727

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $95,745
Other Expenses $328,301
TOTAL EXPENSES $328,301

Year-over-Year Comparison

2024 2023 Change
Revenue $297,727 N/A N/A
Expenses $328,301 N/A N/A
Net Income $-30,574 N/A N/A
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

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Governance

Voting Members
31
Independent Members
31
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
31
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
John Manion President 1.00
Officer
$0 $0 $0
Kenton Porter Treasurer 1.00
Officer
$0 $0 $0
Jessica Dean Immediate Past President 0.50
Officer
$0 $0 $0
Alexis Bruni Legislative Vice Chair East 1.00
Officer
$0 $0 $0
Matt Cuomo Vice President 1.00
Officer
$0 $0 $0
Priscilla Knerr Secretary 1.00
Officer
$0 $0 $0
Briana Baback Emerging Leader Program Coordinator 1.00
Officer
$0 $0 $0
Nikki Bohn Regional Representative - West 0.50
Officer
$0 $0 $0
Kareen G Corbin Director 0.50
Officer
$0 $0 $0
Laurie Fullam Director 0.50
Officer
$0 $0 $0
David Gee Director 0.50
Officer
$0 $0 $0
Lisa Fisher Gualtieri Director 0.50
Officer
$0 $0 $0
Peter Gualtieri Governance Committee 0.00
Officer
$0 $0 $0
Zach Lovino Membership Chair 0.50
Officer
$0 $0 $0
Steve Kelly Director 0.50
Officer
$0 $0 $0
Laurie Manley Director 0.50
Officer
$0 $0 $0
Richard Miller Jr Director 0.50
Officer
$0 $0 $0
Marissa Murray Regional Representative - Central 0.50
Officer
$0 $0 $0
Nick Pedersen Education & Programming Chair 0.50
Officer
$0 $0 $0
Christina Pergament Director 0.50
Officer
$0 $0 $0
Claude Ricciardi Director 0.50
Officer
$0 $0 $0
Will Ryales Director 0.50
Officer
$0 $0 $0
Dave Scott Director 0.00
Officer
$0 $0 $0
Josh Shumberger Governance Committee 0.50
Officer
$0 $0 $0
Sara Simkins Director 0.50
Officer
$0 $0 $0
Desmond Slattery Director 0.50
Officer
$0 $0 $0
Cally Sullivan Emerging Leaders Chair 1.00
Officer
$0 $0 $0
Eric Torban Regional Representative - East 0.50
Officer
$0 $0 $0
Scott Wham Director 0.50
Officer
$0 $0 $0
Brian Wright Director 0.50
Officer
$0 $0 $0
JB Bernstein Director 0.50
Officer
$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 $297,727 $328,301 $88,508 $-30,574
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