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National Association Of Insurance And Financial Advisors San Diego

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Summary charts: organization finances over time

Revenue
$0 (2018)

Expenses
$0 (2018)

Total Assets
$0 (2018)

Total Liabilities
$0 (2018)

Years with multiple filings
Source: Form 990 tax filings from 2012 to 2018

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.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$6,385
Expenses
$49,887
Net Income
-$43,502
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Dawn Ragnar (Executive Dir.) $0 $0
Brandon Ratliff (President) $0 $0
Linda Harris (Nat'l Committee) $0 $0
Tom Garcia (Treasurer) $0 $0
Todd Allen (Membership Dir.) $0 $0
Parks La Marche (Past President) $0 $0
Michelle Mai (Director) $0 $0
Grace Staten (Director) $0 $0
Michael Yoffee (Director) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$6,476
Expenses
$29,442
Net Income
-$22,966
Net Assets
$43,502
Notable Sources of Revenue Percent of Total Revenue
Contributions $750
11.6%
Program Services $0
Investment Income $0
Net Fundraising -$11,395
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $50
0.8%
Assets/Debt
Total Assets $43,502
Total Liabilities $0
Net Assets $43,502
Compensation
Key Employees and Officers Compensation Other
Dawn Ragnar (Executive Dir.) $14,040 $0
Brandon Ratliff (President) $0 $0
Linda Harris (Nat'l Committee) $0 $0
Tom Garcia (Treasurer) $0 $0
Todd Allen (Membership Dir.) $0 $0
Parks La Marche (Past President) $0 $0
Michelle Mai (Director) $0 $0
Grace Staten (Director) $0 $0
Michael Yoffee (Director) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$18,084
Expenses
$19,273
Net Income
-$1,189
Net Assets
$66,468
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,000
11.1%
Program Services $0
Investment Income $0
Net Fundraising -$5,754
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $27
0.1%
Assets/Debt
Total Assets $66,468
Total Liabilities $0
Net Assets $66,468
Compensation
Key Employees and Officers Compensation Other
Dawn Ragnar (Executive Dir.) $10,550 $0
Brandon Ratliff (Yat Director) $0 $0
Linda Harris (Director) $0 $0
Tom Garcia (Treasurer) $0 $0
Todd Allen (Membership Dir.) $0 $0
Parks La Marche (President) $0 $0
Tim Geary (Director) $0 $0
Bob Ekhaml (Director) $0 $0
Michelle Mai (Director) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,546
Expenses
$17,207
Net Income
$2,339
Net Assets
$67,657
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,500
17.9%
Program Services $0
Investment Income $0
Net Fundraising -$8,612
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $329
1.7%
Assets/Debt
Total Assets $67,657
Total Liabilities $0
Net Assets $67,657
Compensation
Key Employees and Officers Compensation Other
Dawn Ragnar (Executive Dir.) $11,900 $0
Brandon Ratliff (Yat Director) $0 $0
Linda Harris (Treasurer) $0 $0
Tom Garcia (Director) $0 $0
Todd Allen (Membership Dir) $0 $0
Parks La Marche (President) $0 $0
Michael Geary (Director) $0 $0
Bob Ekhaml (Director) $0 $0
Todd Clarke (Programs Dir) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$25,507
Expenses
$21,339
Net Income
$4,168
Net Assets
$65,318
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,900
7.4%
Program Services $0
Investment Income $3
0.0%
Net Fundraising -$9,705
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,024
7.9%
Assets/Debt
Total Assets $65,318
Total Liabilities $0
Net Assets $65,318
Compensation
Key Employees and Officers Compensation Other
Dawn Ragnar (Executive Dir.) $15,410 $0
Bill Zimmerman (Past President) $0 $0
Linda Harris (Pac Director) $0 $0
Nicole Rex (President) $0 $0
Todd Allen (Yat Director) $0 $0
Parks La Marche (Treas/Pres Elec) $0 $0
Michelle Mai (Programs Dir.) $0 $0
Bob Ekhaml (Director) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$29,650
Expenses
$19,836
Net Income
$9,814
Net Assets
$62,650
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000
3.4%
Program Services $0
Investment Income $6
0.0%
Net Fundraising -$1,129
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $406
1.4%
Assets/Debt
Total Assets $62,650
Total Liabilities $0
Net Assets $62,650
Compensation
Key Employees and Officers Compensation Other
Heather Ulz (Executive Dir.) $7,200 $0
Bill Zimmerman (President) $0 $0
Loren Page (Past President) $0 $0
Nicole Rex (President Elect) $0 $0
Todd Allen (Yat Director) $0 $0
Parks La Marche (Treasurer) $0 $0
Michelle Mai (Director) $0 $0
Ben Nevejans (Membership) $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,405
Expenses
$30,362
Net Income
$3,043
Net Assets
$52,836
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,141
3.4%
Program Services $0
Investment Income $5
0.0%
Net Fundraising $1,337
4.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $52,836
Total Liabilities $0
Net Assets $52,836

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$48,128
Expenses
$48,248
Net Income
-$120
Net Assets
$49,793
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,800
20.4%
Program Services $5,164
10.7%
Investment Income $4
0.0%
Net Fundraising $2,602
5.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $49,793
Total Liabilities $0
Net Assets $49,793

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »