NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS WASHINGTON (EIN 911346781) - 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

Formation Year

1987

Legal Domicile

Principal Officer

VICTORIA LINDHOLM

Phone

2066537259

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS WASHINGTON, founded in 1987, is a micro nonprofit that reported $59K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $76K exceeded revenue, resulting in a 29% operating deficit.

Mission

THE NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS, WASHINGTON DELIVERS EDUCATION, PUBLIC POLICY INFORMATION AND RECOMMENDATIONS TO OUR MEMBERS. WE ADVOCATE CONSUMER CHOICE, ACCESSIBLE AND AFFORDABLE QUALITY HEALTHCARE FOR OUR COMMUNITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $55,585

Investment Income $3,361

Other Revenue $0

TOTAL REVENUE $58,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $75,978

TOTAL EXPENSES $75,978

Year-over-Year Comparison

	2024	2023	Change
Revenue	$58,946	$100,880	-0.4%
Expenses	$75,978	$94,471	-0.2%
Net Income	$-17,032	$6,409	-3.7%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASEY MEEHAN	PAST PRESIDE	2.00	Officer	$0	$0	$0
ANGELA DUBAY	DIRECTOR	2.00	Director	$0	$0	$0
NANCY ST MARIE	TREASURER	2.00	Officer	$0	$0	$0
VICTORIA LINDHOLM	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
2024	$58,946	$75,978	$102,614	$-17,032
2024	$58,946	$75,978	$102,614	$-17,032
2023	$100,880	$94,471	$119,646	$6,409
2022	$115,542	$96,438	$113,237	$19,104
2021	$45,109	$61,541	$94,133	$-16,432
2020	$82,704	$88,375	$110,565	$-5,671
2019	$108,402	$98,901	$116,236	$9,501
2018	$97,521	$106,259	$106,735	$-8,738

NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS WASHINGTON