NAIFA LOUISIANA INC (EIN 726029436) - 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

Legal Domicile

Phone

5042730003

Tax Period

2021-01-01 to 2021-12-31

NAIFA LOUISIANA INC is a small nonprofit that reported $253K in total revenue in fiscal year 2021. The organization ran a surplus of $149K, a strong 59% operating margin.

Mission

ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, PROVIDE AND COORDINATE EDUCATIONAL AND OTHER MEMBER SERVICES WHILE PROMOTING THE ETHICAL CONDUCT OF ITS MEMBERS, WHO ARE INSURANCE AND FINANCIAL ADVISORS IN THE STATE OF LOUISIANA.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $110,208

Investment Income $143,166

Other Revenue $0

TOTAL REVENUE $253,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $103,944

TOTAL EXPENSES $103,944

Year-over-Year Comparison

	2021	2020	Change
Revenue	$253,374	N/A	N/A
Expenses	$103,944	N/A	N/A
Net Income	$149,430	N/A	N/A

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
LORI BROUSSARD	Director	2.00	Director	$0	$0	$0
BEVERLY BAKER	NATL COMMITTEE	2.00	Director	$0	$0	$0
KALEB LEGG	Director	2.00	Director	$0	$0	$0
EUGENE PLAUCHE	MEMBERSHIP	2.00	Director	$0	$0	$0
BLAKE GILLIES	President	4.00	Officer	$0	$0	$0
JASON KING	IMMED PAST PRES	4.00	Officer	$0	$0	$0
JAMES BROWN	PRESIDENT ELECT	4.00	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
2021	$253,374	$103,944	$216,984	$149,430

NAIFA LOUISIANA INC