National Association Of Insurance And Financial Advisors California
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2009 | 625,533 | 660,677 | −35,144 | 4.4 | — |
| 2010 | 634,964 | 629,449 | 5,515 | 5.8 | 37% |
| 2011 | 624,041 | 654,769 | −30,728 | 5.8 | 35% |
| 2012 | 586,445 | 647,943 | −61,498 | 4.8 | 38% |
| 2013 | 601,470 | 637,176 | −35,706 | 4.5 | 37% |
| 2014 | 465,808 | 578,273 | −112,465 | 3.0 | 35% |
| 2015 | 386,480 | 422,101 | −35,621 | 3.1 | 6% |
| 2016 | 426,666 | 385,638 | 41,028 | 4.5 | 0% |
| 2017 | 429,781 | 420,752 | 9,029 | 4.6 | 0% |
| 2018 | 448,247 | 284,673 | 163,574 | 13.8 | 0% |
| 2019 | 332,494 | 275,689 | 56,805 | 17.0 | 0% |
| 2020 | 137,249 | 100,803 | 36,446 | 53.6 | 0% |
| 2021 | 284,511 | 240,167 | 44,344 | 25.3 | 0% |
| 2022 | 275,358 | 246,755 | 28,603 | 24.9 | 0% |
| 2023 | 323,647 | 337,602 | −13,955 | 18.4 | 0% |
In its most recent public year (2023), this organization spent $13,955 more than it brought in. Its reserves stood at about 18.4 months of spending, up from 4.4 in 2009. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
National Association Of Insurance And Financial Advisors California's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works