NATIONAL ASSOC OF INSURANCE & FINANCIAL ADVISORS - INDIANA INC (EIN 350802761) - 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

1935

Legal Domicile

Principal Officer

DANIEL STALLINGS

Phone

3178446268

Tax Period

2023-01-01 to 2023-12-31

NATIONAL ASSOC OF INSURANCE & FINANCIAL ADVISORS - INDIANA INC, founded in 1935, is a small nonprofit that reported $173K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $231K exceeded revenue, resulting in a 33% operating deficit.

Mission

TO PROMOTE HIGH STANDARDS OF ETHICAL PRACTICE IN THE BEST INTEREST OF THE INSURING PUBLIC AND TO IMPROVE THE PROFESSIONAL SKILLS OF OUR MEMBERS WHO PROVIDE INSURANCE AND OTHER CLOSELY RELATED FINANCIAL PRODUCTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $8,950

Program Service Revenue $83,676

Investment Income $17,929

Other Revenue $62,208

TOTAL REVENUE $172,763

Expense Breakdown

Grants Paid $0

Salaries & Benefits $127,128

Fundraising Expenses $0

Other Expenses $103,381

TOTAL EXPENSES $230,509

Year-over-Year Comparison

	2023	2022	Change
Revenue	$172,763	$156,079	+0.1%
Expenses	$230,509	$218,053	+0.1%
Net Income	$-57,746	$-61,974	-0.1%

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

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

$57,783

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL STALLINGS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEREMY STACKHOUSE	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
ZARY LETE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
KYLE CYR	NATIONAL COMMITTEEMAN	1.00	Officer Director	$0	$0	$0
JOE CERDA	PAST-PRESIDENT	1.00	Officer Director	$0	$0	$0
CONNIE MARCUM	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER BARNTHOUSE	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS R GEARHART	DIRECTOR	1.00	Director	$0	$0	$0
PENNY GRUENER	DIRECTOR	1.00	Director	$0	$0	$0
JASON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
AUGUST HARDEE	DIRECTOR	1.00	Director	$0	$0	$0
MALLIE REEDER	DIRECTOR	1.00	Director	$0	$0	$0
KENT BURROWS	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA KERSTIENS	DIRECTOR	1.00	Director	$0	$0	$0
SANDY GRAY	EXECUTIVE DIRECTOR	40.00	Officer	$57,783	$0	$57,783

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	No data	No data	No data	No data
2023	$172,763	$230,509	$232,484	$-57,746
2022	$156,079	$218,053	$268,373	$-61,974
2021	$136,442	$193,280	$372,020	$-56,838
2020	$119,032	$185,738	$380,678	$-66,706
2019	$217,685	$216,148	$417,873	$1,537
2018	$179,244	$209,244	$358,999	$-30,000

NATIONAL ASSOC OF INSURANCE & FINANCIAL ADVISORS - INDIANA INC