National Association of Insurance and Financial Advisors - San Diego is located in San Diego, CA.
For the year ending 12/2018, National Association of Insurance and Financial Advisors - San Diego generated $6.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (24.4%) each year. All expenses for the organization totaled $49.9k during the year ending 12/2018. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2018
Describe the Organization's Program Activity:
Part 3
CONDUCT AND PROVIDE VARIOUS MEETING OPPORTUNITIES TO PROMOTE HIGH STANDARDS IN THE LIFE AND HEALTH INSURANCE PROFESSION AND FACILITATE PEER NETWORKING.
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dawn Ragnar Executive Dir. | 17.5 | $0 | |
Brandon Ratliff President | 2 | $0 | |
Linda Harris Nat'l Committee | 2 | $0 | |
Tom Garcia Treasurer | 2 | $0 | |
Todd Allen Membership Dir. | 2 | $0 | |
Parks Lamarche Past President | 2 | $0 |
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $6,385 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $6,385 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $8,400 |
| Professional fees and other payments to independent contractors | $6,324 |
| Occupancy, rent, utilities, and maintenance | $1,128 |
| Printing, publications, postage, and shipping | $4,056 |
| Other expenses | $14,023 |
| Total expenses | $49,887 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $0 |
| Other assets | $0 |
| Total assets | $0 |
| Total liabilities | $0 |
| Net assets or fund balances | $0 |