NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS (EIN 362144394) - 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

1930

Legal Domicile

Principal Officer

DEBRA ADLIS

Phone

2025953699

Tax Period

2023-01-01 to 2023-12-31

NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS, founded in 1930, is a community nonprofit that reported $6.7M in total revenue in fiscal year 2023. Expenses of $7.4M exceeded revenue, resulting in a 10% operating deficit.

Mission

ADVOCATE FOR MEMBERS, PROVIDE PROFESSIONAL DEVELOPMENT, & DELIVER RESOURCES TO PROMOTE EXCELLENCE.

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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 $279,086

Program Service Revenue $5,822,213

Investment Income $1,506

Other Revenue $615,490

TOTAL REVENUE $6,718,295

Expense Breakdown

Grants Paid $217

Salaries & Benefits $3,955,348

Fundraising Expenses $0

Other Expenses $3,460,637

TOTAL EXPENSES $7,416,202

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,718,295	$6,853,102	0.0%
Expenses	$7,416,202	$7,383,364	+0.0%
Net Income	$-697,907	$-530,262	+0.3%

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

100

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

$926,678

Total Directors

$50,004

Key Employees

$248,102

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY FRISTOE	IMMEDIATE PAST PRESIDENT (UNTIL 6/23)	7.00	Officer Director	$25,002	$0	$25,002
ERIC KOHLSDORF	PRESIDENT	7.00	Officer Director	$25,002	$0	$25,002
ALYCIA RIEDL	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
SUSAN RIDER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
DAVID SMITH	TREASURER	5.00	Officer Director	$0	$0	$0
MYCHAL WALKER	SECRETARY	5.00	Officer Director	$0	$0	$0
MICHELE GENTILE	REGION 1 VICE PRESIDENT	5.00	Director	$0	$0	$0
DAVID MORDO	REGION 2 VICE PRESIDENT	5.00	Director	$0	$0	$0
CATHERINE COOPER	REGION 3 VICE PRESIDENT	5.00	Director	$0	$0	$0
SHAWNEE CHRISTENSON	REGION 4 VICE PRESIDENT	5.00	Director	$0	$0	$0
DAVID SHERRILL	REGION 5 VICE PRESIDENT	5.00	Director	$0	$0	$0
KEVIN TROKEY	REGION 6 VICE PRESIDENT	5.00	Director	$0	$0	$0
DORIS WALLER	REGION 6 VICE PRESIDENT (UNTIL 6/23)	5.00	Director	$0	$0	$0
ROBERT TIERNEY	REGION 7 VICE PRESIDENT	5.00	Director	$0	$0	$0
STEPHANIE BERGER	REGION 8 VICE PRESIDENT	5.00	Director	$0	$0	$0
KEITH WALLACE	MEMBERSHIP COUNCIL CHAIR	5.00	Director	$0	$0	$0
JONI REENTS	MEMBERSHIP COUNCIL CHAIR (UNTIL 6/23)	5.00	Director	$0	$0	$0
GREG STANCIL	LEGISLATIVE COUNCIL CHAIR	5.00	Director	$0	$0	$0
MISTY BAKER	LEGISLATIVE COUNCIL CHAIR (UNTIL 6/23)	5.00	Director	$0	$0	$0
SUZY ALBERTS	PROF DEV COMMITTEE CHAIR	5.00	Director	$0	$0	$0
CAROLYN ANDRESS	PROF DEV COMMITTEE CHAIR (UNTIL 6/23)	5.00	Director	$0	$0	$0
JANET TRAUTWEIN	EXECUTIVE VP & CEO (UNTIL 11/23)	50.00	Officer	$404,898	$45,261	$450,159
JENNIFER MURPHY	CFO & COO	40.00	Officer	$232,019	$63,523	$295,542
JESSICA BROOKS-WOODS	CEO (FROM 9/23)	50.00	Officer	$115,197	$15,776	$130,973
KELLY LOUSSEDES	SR. VP OF PUBLIC RELATIONS	40.00	Key Emp	$198,989	$49,113	$248,102
MICHAEL ANDEL	VP OF CONGRESSIONAL AFFAIRS	40.00	Highest	$176,831	$25,575	$202,406
JOHN GREENE	VP OF GOVERNMENT AFFAIRS	40.00	Highest	$196,837	$45,685	$242,522
ILLANA MAZE	SR VP OF MEMBER RELATIONS,TECH & OPS	40.00	Highest	$159,889	$32,333	$192,222
FARREN BAER	SR VP OF EDUCATION & PROF DEVELOPEMNT	40.00	Highest	$163,292	$42,837	$206,129
MARTIN CARR	VP OF COMMUNICATIONS	40.00	Highest	$134,269	$39,124	$173,393

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	$6,718,295	$7,416,202	$4,139,319	$-697,907
2022	$6,853,102	$7,383,364	$4,703,079	$-530,262
2021	$6,921,904	$6,125,285	$5,260,956	$796,619
2020	$6,776,850	$6,473,405	$2,180,627	$303,445
2019	$7,124,121	$7,369,699	$2,092,808	$-245,578
2018	$6,744,356	$7,204,325	$2,247,395	$-459,969

NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS