National Association of Benefits a… - Form 990 Financial Data

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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

1989

Legal Domicile

Principal Officer

Rosamaria Marrujo

Phone

9087890700

Tax Period

2024-07-01 to 2025-06-30

National Association of Benefits and Insurance Professionals - California, founded in 1989, is a small nonprofit that reported $439K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

Promote the common business interests of those involved in the health insurance industry.

Program Service Accomplishments

Program 1

Promoted the adoption and application of standards of ethical conduct in the profession.

Program 2

Held annual Health Care Summit and provided encouragement and coordinated communication among various local associations.

Program 3

Provided legislative updates, perspectives on the direction of California, and information on new and emerging issues.

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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 $430,672

Investment Income $3,512

Other Revenue $4,921

TOTAL REVENUE $439,105

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $454,985

TOTAL EXPENSES $456,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$439,105	$511,351	-0.1%
Expenses	$456,985	$526,273	-0.1%
Net Income	$-17,880	$-14,922	+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
Tim Kanter	Imm Past Pres	2.00	Officer Director	$0	$0	$0
Irma Romero	VP Membership	2.00	Officer Director	$0	$0	$0
Shannon Zajec	VP Finance	2.00	Officer Director	$0	$0	$0
Dawn McFarland	President-elect	2.00	Officer Director	$0	$0	$0
Manny Alcaine	VP Prof Dev	2.00	Officer Director	$0	$0	$0
Paul Roberts	VP Legislation	2.00	Officer Director	$0	$0	$0
Vanessa Igancio	VP Pub Affairs	2.00	Officer Director	$0	$0	$0
Jack Holder	VP PAC	2.00	Officer Director	$0	$0	$0
Kerri Sanford	DEIB Chair	2.00	Officer Director	$0	$0	$0
Pat Stiffler	Awards Chair	2.00	Officer Director	$0	$0	$0
Pat Burns	VP Com Outreach	2.00	Officer Director	$0	$0	$0
Henry Romero	Medicare Co-Chr	2.00	Officer Director	$0	$0	$0
Elizabeth Underhill	VP Corp Rel	2.00	Officer Director	$0	$0	$0
Kristie Scavarda	VP Comm	2.00	Officer Director	$0	$0	$0
Rod Owen	Memb Ret Chair	2.00	Officer Director	$0	$0	$0
Rosamaria Marrujo	President	2.00	Officer Director	$0	$0	$0
Sharon Frank	Executive Dir.	40.00	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
2025	$439,105	$456,985	$92,923	$-17,880
2024	$511,351	$526,273	$134,625	$-14,922
2023	$379,978	$597,146	$145,136	$-217,168
2022	$574,833	$595,762	$401,385	$-20,929
2021	$469,906	$413,208	$396,027	$56,698
2020	$480,938	$491,494	$397,942	$-10,556
2019	$625,483	$639,922	$328,489	$-14,439
2018	$555,011	$615,842	$328,623	$-60,831

National Association of Benefits and Insurance Professionals - California