NATIONAL ASSOCIATION OF INSURANCE A

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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

1966

Legal Domicile

Principal Officer

LYNDA TURNER

Tax Period

2021-01-01 to 2021-12-31

NATIONAL ASSOCIATION OF INSURANCE A, founded in 1966, is a micro nonprofit that reported $29K in total revenue in fiscal year 2021. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $27K left a modest 7% surplus.

Mission

EDUCATION AND LICENSING FOR INSURANCE AND FINANCIAL ADVISORS

Program Service Accomplishments

Program 1

MONTHLY MEMBERSHIP MEETINGS AND PERIODIC SEMINAARS FEATURING SPEAKERS PRESENTING INDUSTRY RELATED UPDATES AND TOPICS.

Program 2

TRAINING AND SEMINARS PROVIDED FOR MEMBERS TO OBTAIN REQUIRED CONTINUING EDUCATION.

Program 3

PUBLIC SERVICE, PUBLIC RELATIONS AND LEGISLATIVE LOBBYING TO BENEFIT MEMBERS IN ACCORDANCE WITH THE ORGANIZATIONS EXEMPT PURPOSE.

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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 $27,272

Program Service Revenue $1,150

Investment Income $186

Other Revenue $0

TOTAL REVENUE $28,608

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $26,503

TOTAL EXPENSES $26,503

Year-over-Year Comparison

	2021	2020	Change
Revenue	$28,608	$36,024	-0.2%
Expenses	$26,503	$29,382	-0.1%
Net Income	$2,105	$6,642	-0.7%

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
DAVID ROEMBACH	PAC CHAIR	N/A	Director	$0	$0	$0
LYNDA TURNER	EXECUTIVE DI	N/A	Director	$0	$0	$0
KENNETH BOTTARI	GOVT RELATIO	N/A	Officer	$0	$0	$0
GERI EVERETT	PRESIDENT	N/A	Officer	$0	$0	$0
JOHN GEISSLER	TREASURER	N/A	Officer	$0	$0	$0
JAMES HAWK	IMMEDIATE PA	N/A	Officer	$0	$0	$0
KAYLA HEBB	PRESIDENT EL	N/A	Officer	$0	$0	$0
ADAM MILLER	SECRETARY	N/A	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	$28,608	$26,503	$46,003	$2,105
2020	$36,024	$29,382	$43,898	$6,642