NATIONAL ASSOCIATION OF INSURANCE

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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

1950

Legal Domicile

Principal Officer

HAILEY ALLEN

Tax Period

2025-01-01 to 2025-12-31

NATIONAL ASSOCIATION OF INSURANCE, founded in 1950, is a small nonprofit that reported $231K in total revenue in fiscal year 2025. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 43% operating margin.

Mission

TO PROMOTE THE ADOPTION AND APPLICATION OF HIGH STANDARDS OF ETHICAL CONDUCT IN THE PROFESSION OF LIFE UNDERWRITING; TO PROMOTE AND OFFER EDUCATION IN THE PROFESSION OF LIFE INSURANCE; AND TO ADVANCE PUBLIC KNOWLEDGE OF LEGAL RESERVE LIFE INSURANCE.

Program Service Accomplishments

Program 1

Expenses: $131,896 Revenue: $231,313

AT OUR ANNUAL FINANCIAL SERVICES FORUM HELD EACH YEAR IN OCTOBER, MEMBERS AND THE PUBLIC WERE EDUCATED ON LEGISLATION AFFECTING THEIR BUSINESSES AND FAMILIES SUCH AS: 1. INCOME AND TAX STRATEGIES 2. BUSINESS AND OCCUPATION TAX INCREASES 3. HEALTH CARE REFORM 4. STATE AND FEDERAL LEGISLATION AND REGULATION 5. CAREER BUILDING AND MENTOR TECHMIQUES

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $84,342

Investment Income $7,643

Other Revenue $139,329

TOTAL REVENUE $231,314

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $131,896

Other Expenses $131,896

TOTAL EXPENSES $131,896

Year-over-Year Comparison

	2025	2024	Change
Revenue	$231,314	$178,996	+0.3%
Expenses	$131,896	$116,514	+0.1%
Net Income	$99,418	$62,482	+0.6%

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	Role	Reportable Comp	Other Comp	Total
CHRIS WERTENBERGER	PRESIDENT	Officer	$0	$0	$0
HAILEY ALLEN	VICE PRESIDENT	Officer	$0	$0	$0
NEAL KLOKE	TREASURER	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	$231,314	$131,896	$340,202	$99,418
2024	$178,996	$116,514	$241,776	$62,482
2023	$96,853	$116,778	$179,064	$-19,925
2022	$139,585	$108,179	$199,427	$31,406
2021	$96,683	$92,371	$168,148	$4,312
2020	$116,126	$86,960	$162,509	$29,166
2019	$141,661	$112,395	$133,343	$29,266
2018	$72,985	$81,249	$102,371	$-8,264