The National Association of Benefits and Insurance Professtionals Georgia C (EIN 581548635) - 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

1992

Legal Domicile

Principal Officer

Gina Grantham

Phone

7705164746

Tax Period

2024-07-01 to 2025-06-30

The National Association of Benefits and Insurance Professtionals Georgia C, founded in 1992, is a small nonprofit in the Community Improvement sector that reported $252K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $233K left a modest 8% surplus.

Mission

IMPROVE MEMBERS ABILITY TO MEET THE HEALTH FINANCIAL AND RETIREMENT SECURITY NEEDS OF ALL AMERICANS

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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 $45,827

Program Service Revenue $173,363

Investment Income $1,575

Other Revenue $31,268

TOTAL REVENUE $252,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $232,596

TOTAL EXPENSES $232,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$252,033	$206,326	+0.2%
Expenses	$232,596	$195,963	+0.2%
Net Income	$19,437	$10,363	+0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Czakowski	Immed Past Pres	002.00	Director	$0	$0	$0
Debpraj joos	BOD	002.00	Director	$0	$0	$0
James Stephens	BOD	002.00	Director	$0	$0	$0
Maggie Coley	BOD	002.00	Director	$0	$0	$0
Raymer Sale Jr	BOD	002.00	Director	$0	$0	$0
Irene Cochran	BOD	002.00	Director	$0	$0	$0
Ronald Knight	BOD	002.00	Director	$0	$0	$0
Mychal Hu Sr	BOD	002.00	Director	$0	$0	$0
Jodie E Vraner	BOD	002.00	Director	$0	$0	$0
Lynne Cruze	BOD	002.00	Director	$0	$0	$0
Mary Brown McKinney	BOD	002.00	Director	$0	$0	$0
Daniel Thompkins III	BOD	002.00	Director	$0	$0	$0
Jake Chandler	BOD	002.00	Director	$0	$0	$0
Jami Conover	BOD	002.00	Director	$0	$0	$0
Valeria Fraire	BOD	002.00	Director	$0	$0	$0
Kathy Workman	BOD	002.00	Director	$0	$0	$0
Sheri Mitchell	President	002.00	Officer	$0	$0	$0
Jeffrey Fishback	President Elect	002.00	Officer	$0	$0	$0
Donald J Schamay	VP/Tres	002.00	Officer	$0	$0	$0
Shelany Brown	Sec	002.00	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
2025	$252,033	$232,596	$131,484	$19,437
2024	$206,326	$195,963	$112,047	$10,363
2023	$195,644	$202,871	$101,684	$-7,227
2022	$227,409	$204,204	$108,911	$23,205
2020	$54,813	$99,133	$100,795	$-44,320
2019	$188,557	$198,014	$145,115	$-9,457

The National Association of Benefits and Insurance Professtionals Georgia C