NATIONAL ASSOCIATION OF INSURANCE A

EIN: 856014888

BOSQUE FARMS, NM

Total Revenue
$28,608
Total Expenses
$26,503
Total Assets
$46,003
Net Assets
$46,003
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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
NM
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

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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%)

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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

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
20

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
6
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
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
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