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NASHVILLE ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

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Public IRS 990 nonprofit record

NASHVILLE ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

EIN 62-1018449

What they do

THE ASSOCIATION SUPPORTS, MAINTAINS, and ADVANCES PUBLIC KNOWLEDGE of THE PRINCIPLES of LEGAL RESERVE LIFE and HEALTH INSURANCE.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $0.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2018The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders7 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

47.53%of revenue went to fundraising39.7% of expenses
$162.10spent for every $100 of revenueSpending was higher than revenue this year.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $7,654 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2018

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$32,111
Mission workProgram services0.00% of revenue0.0% of expenses
ManagementOffice and general costs0.00% of revenue0.0% of expenses
FundraisingAsking for donations$15,26347.53% of revenue39.7% of expenses
Total expenses$38,445119.73% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Money in and money out

Revenue$12,325
Expenses$19,979
Annual shortfall $7,654 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Fundraising$15,263 · 76.4% of expenses
See all reported dollar amounts
Revenue$12,325
Expenses$19,979
Fundraising$15,263
People

Leadership and board

Tax year 2018

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (7)

CATHY BALKCOMEXECUTIVE DIR.

CLAY BIRDWELLTREASURER

DEREK SMITHPRESIDENT

DUSTIN DAWESPAST PRESIDENT

JOHN RICHARDSONBOARD MEMBER

LEWIS PENFIELDVICE PRESIDENT

MIKE MCCORMICKPRESIDENT ELECT

About this charity

Location
PO BOX 11955, MURFREESBORO, TN 37129
County
Rutherford
In care of
CATHY BALKCOM
Primary officer
CATHY BALKCOM, Executive Director

How to reach them

Filing and classification

Latest tax year
2018
Tax period began
July 1, 2018
Return type
990EZ
Tax preparer
JOBE HASTINGS & ASSOCIATES CPAS

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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