National Association of Benefits and Insurance Professionals FL Inc (EIN 650605904) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

Dave Sherrll

Phone

4078315000

Tax Period

2024-09-01 to 2025-08-31

National Association of Benefits and Insurance Professionals FL Inc, founded in 1994, is a small nonprofit that reported $263K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $349K exceeded revenue, resulting in a 33% operating deficit.

Mission

NABIP Floridas mission is to protect the consumers future by advocating ethical and professional standards with education for our members and the consumers they serve

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $71,363

Program Service Revenue $186,454

Investment Income $5,343

Other Revenue $0

TOTAL REVENUE $263,160

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $255,127

Other Expenses $349,284

TOTAL EXPENSES $349,284

Year-over-Year Comparison

	2024	2023	Change
Revenue	$263,160	$290,481	-0.1%
Expenses	$349,284	$207,997	+0.7%
Net Income	$-86,124	$82,484	-2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$33,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE SHERRILL	CO-EXECUTIVE DIRECTOR	15.00	Director	$16,500	$0	$16,500
ANGELA MLYNARSKI	IMMEDIATE PAST PRESIDENT	5.00	Officer	$0	$0	$0
ASHLEY KAPOSTINS	CO-EXECUTIVEDIRECTOR	15.00	Director	$16,500	$0	$16,500
MORGAN CAMPBELL	PRESIDENT	10.00	Officer	$0	$0	$0
RUBY ULLOA	TREASURER	5.00	Officer	$0	$0	$0
STACY MURPHY	VICE PRESIDENT	2.00	Officer	$0	$0	$0
BRIAN K BARRETT	SECRETARY	5.00	Officer	$0	$0	$0
JULIE PARKS	VICE PRESIDENT	2.00	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	$263,160	$349,284	$171,959	$-86,124
2024	$290,481	$207,997	$258,083	$82,484
2023	$279,706	$221,910	$175,599	$57,796
2022	$275,804	$227,787	$122,803	$48,017
2019	$249,090	$242,868	$81,649	$6,222

National Association of Benefits and Insurance Professionals FL Inc