NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA (EIN 941120047) - 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

2003

Legal Domicile

Principal Officer

ABY HENNEBERRY

Phone

8445369339

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA, founded in 2003, is a small nonprofit in the Community Improvement sector that reported $319K in total revenue in fiscal year 2024.

Mission

ENHANCE BUSINESS AND PROFESSIONAL SKILLS OF MEMBERS, PROMOTE THE PROFESSIONAL AND ETHICAL CONDUCT OF ADVISORS, ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT.

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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 $293,585

Investment Income $23,058

Other Revenue $2,677

TOTAL REVENUE $319,320

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $336,404

TOTAL EXPENSES $336,404

Year-over-Year Comparison

	2024	2023	Change
Revenue	$319,320	$323,647	0.0%
Expenses	$336,404	$337,602	0.0%
Net Income	$-17,084	$-13,955	+0.2%

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
MARC A BREGMAN	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
MICHAEL ANDREW MARES	PRESIDENT ELECT	4.00	Officer Director	$0	$0	$0
DION REYES QUIOCHO	TREASURER	4.00	Officer Director	$0	$0	$0
JASON FOSTER	PRESIDENT	4.00	Officer Director	$0	$0	$0
SARAH MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
RICH COFFIN	SECRETARY	4.00	Officer Director	$0	$0	$0
JANISE GRAHAM	MEMBERSHIP CHAIR	2.00	Director	$0	$0	$0
PETER BUECHLER	ADVOCACY CHAIR	2.00	Director	$0	$0	$0
BOBBI BARBARA	DIRECTOR	2.00	Director	$0	$0	$0
LOUIS GARDNER	DIRECTOR	2.00	Director	$0	$0	$0
LARS WILLERUP	DIRECTOR	2.00	Director	$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	$319,320	$336,404	$572,504	$-17,084
2023	$323,647	$337,602	$596,642	$-13,955
2022	$278,127	$246,754	$587,044	$31,373
2022	$275,358	$246,755	$587,044	$28,603
2021	$284,511	$240,167	$580,568	$44,344
2020	$269,523	$260,635	$492,031	$8,888
2019	$332,494	$275,689	$468,924	$56,805

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA