National Assoc Of Ins And Fin Advisor Central Valley
- Assets
- $22.5k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Lodi, CA
- Founding
- Data as of
- 06/2018
- EIN
- 94-6173404
Organization Overview
National Assoc Of Ins And Fin Advisor Central Valley is located in Lodi, CA.
For the year ending 06/2018, National Assoc Of Ins And Fin Advisor Central Valley generated $62.7k in total revenue. The organization has seen a slow decline revenue. Over the past 3 years, revenues have fallen by an average of (1.6%) each year. All expenses for the organization totaled $72.1k during the year ending 06/2018. 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
PROMOTE MEMBER BUSINESS
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joel Balam President & CEO | 0 | $0 | |
Greg Arende Director | 0 | $0 | |
Marc A Bregman Director | 0 | $0 | |
Jessica Blm Director | 0 | $0 | |
Mychael A Nguyen Director | 0 | $0 | |
Sandy R Luiz Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $51,422 |
| Membership dues | $11,292 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $62,714 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $12,291 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $34,791 |
| Total expenses | $72,082 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $22,509 |
| Other assets | $0 |
| Total assets | $22,509 |
| Total liabilities | $0 |
| Net assets or fund balances | $22,509 |