NAIFA- NORTH CAROLINA

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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

1973

Legal Domicile

Principal Officer

JANICE STEVENS

Phone

7045272244

Tax Period

2023-01-01 to 2023-12-31

NAIFA- NORTH CAROLINA, founded in 1973, is a small nonprofit that reported $262K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $41K, a strong 16% operating margin.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF ITS MEMBERS.

Program Service Accomplishments

Program 1

ORGANIZATION PROVIDES PROGRAMS FOR EDUCATIONAL PURPOSES. ALSO PROVIDES LEADERSHIP AND LOBBYING TO SUSTAIN AND IMPROVE THE BUSINESS OF LIFE UNDERWRITING.

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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 $0

Program Service Revenue $250,373

Investment Income $9,696

Other Revenue $1,828

TOTAL REVENUE $261,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $220,620

TOTAL EXPENSES $220,620

Year-over-Year Comparison

	2023	2022	Change
Revenue	$261,897	$240,254	+0.1%
Expenses	$220,620	$200,121	+0.1%
Net Income	$41,277	$40,133	+0.0%

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
ELIE AHARON	AT LARGE	1.00	Director	$0	$0	$0
ANDREW JONES	AT LARGE	1.00	Director	$0	$0	$0
PAUL JOHNSON	AT LARGE	1.00	Director	$0	$0	$0
FRED JOYNER	AT LARGE	1.00	Director	$0	$0	$0
ROGER SIMS	AT LARGE	1.00	Officer Director	$0	$0	$0
KEVIN JOINER	AT LARGE	1.00	Director	$0	$0	$0
BRIAN COOPER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON AUSTELL	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SHANNA B STRICKLAND	SECRETARY	1.00	Officer Director	$0	$0	$0
MATT STONE	TREASURER	1.00	Officer Director	$0	$0	$0
JANICE M STEVENS	EXECUTIVE DIRECTOR	40.00	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	No data	No data	No data	No data
2023	$261,897	$220,620	$680,021	$41,277
2022	$240,254	$200,121	$638,744	$40,133
2021	$226,893	$169,965	$598,415	$56,928
2020	$232,200	$161,522	$541,791	$70,678
2019	$448,374	$159,783	$461,045	$288,591