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National Association Of Insurance And Financial Advisors New Mex Inc

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$28.6k (2021)

Expenses
$26.5k (2021)

Total Assets
$46k (2021)

Total Liabilities
$0 (2021)

Source: Form 990 tax filings from 2012 to 2021

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,608
Expenses
$26,503
Net Income
$2,105
Net Assets
$46,003
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,272
95.3%
Program Services $1,150
4.0%
Investment Income $186
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $46,003
Total Liabilities $0
Net Assets $46,003
Compensation
Key Employees and Officers Compensation Related Other
David Roembach (Pac Chair) $0 $0 $0
Lynda Turner (Executive Di) $0 $0 $0
Kenneth Bottari (Govt Relatio) $0 $0 $0
Geri Everett (President) $0 $0 $0
John Geissler (Treasurer) $0 $0 $0
James Hawk (Immediate Pa) $0 $0 $0
Kayla Hebb (President El) $0 $0 $0
Adam Miller (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,024
Expenses
$29,382
Net Income
$6,642
Net Assets
$43,898
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,547
84.8%
Program Services $5,061
14.0%
Investment Income $416
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,898
Total Liabilities $0
Net Assets $43,898
Compensation
Key Employees and Officers Compensation Related Other
David Roembach (Pac Chair) $0 $0 $0
Lynda Turner (Executive Di) $0 $0 $0
Kenneth Bottari (Govt Relatio) $0 $0 $0
Geri Everett (President) $0 $0 $0
John Geissler (Treasurer) $0 $0 $0
James Hawk (Immediate Pa) $0 $0 $0
Kayla Hebb (President El) $0 $0 $0
Adam Miller (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,417
Expenses
$38,441
Net Income
-$24
Net Assets
$37,256
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,736
74.8%
Program Services $9,393
24.5%
Investment Income $288
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $37,256
Total Liabilities $0
Net Assets $37,256

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,812
Expenses
$41,449
Net Income
$363
Net Assets
$30,254
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,847
83.3%
Program Services $6,598
15.8%
Investment Income $367
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $30,254
Total Liabilities $0
Net Assets $30,254
Compensation
Key Employees and Officers Compensation Related Other
Lynda Turner (Executive Director) $17,541 $0 $0
James R Hawk (President) $0 $0 $0
Randy Wimsatt (Immediate Past President) $0 $0 $0
Geri Everett (President Elect) $0 $0 $0
Robert Rausch (Government Relations) $0 $0 $0
Kenneth Bottari (Apic Co Chair) $0 $0 $0
Luke Wimsatt (Treasurer) $0 $0 $0
Kayla Hebb (Secretary) $0 $0 $0
Sherry Flynn (Commiteeperson) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$54,558
Expenses
$59,729
Net Income
-$5,171
Net Assets
$29,891
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,230
70.1%
Program Services $15,906
29.2%
Investment Income $422
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $17,170
28.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,891
Total Liabilities $0
Net Assets $29,891

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$50,368
Expenses
$57,240
Net Income
-$6,872
Net Assets
$35,062
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,616
82.6%
Program Services $8,297
16.5%
Investment Income $455
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $16,773
29.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,062
Total Liabilities $0
Net Assets $35,062

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,272
Expenses
$55,049
Net Income
-$1,777
Net Assets
$41,934
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,596
81.8%
Program Services $9,552
17.9%
Investment Income $124
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $16,400
29.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $41,934
Total Liabilities $0
Net Assets $41,934

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$50,940
Expenses
$52,275
Net Income
-$1,335
Net Assets
$45,758
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,151
90.6%
Program Services $4,782
9.4%
Investment Income $7
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,769
20.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $45,758
Total Liabilities $0
Net Assets $45,758

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,210
Expenses
$51,896
Net Income
$1,314
Net Assets
$45,093
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,198
86.8%
Program Services $7,004
13.2%
Investment Income $8
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $45,093
Total Liabilities $0
Net Assets $45,093

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,194
Expenses
$42,101
Net Income
-$11,907
Net Assets
$31,777
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,669
68.5%
Program Services $9,338
30.9%
Investment Income $187
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $648
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,612
6.2%
Assets/Debt
Total Assets $31,777
Total Liabilities $0
Net Assets $31,777

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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