Baton Rouge Association of Insurance and Financial Advisors
Nonprofit profile at a glance
- EIN
- 726031961
- IRS 990-EZ coverage
- 2011–2014
- Forms available
- Form 990-EZ 2014
- Location
- Baton Rouge, LA, USA
- Phone
- 2252935258
- Rating
- 49
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Insurance Providers
Reported finances
- Revenue
- $17,764
- Expenses
- $17,689
- Assets
- $7,704
Source: IRS Form 990-EZ. Selected filing: tax year 2014. Amounts in USD.
Leadership & pay
12 people listed
People named in this filing
- Keith Arceneaux (BOD)
- Eric Arman (BOD)
- Lewis Bahlinger (BOD)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Business Association
What it reported doing in 2014
BRAIFA provides and coordinates educational and member services to insurance and financial advisors in the Baton Rouge, LA area.
Operating model
- Revenue model
- Membership-supported. 100% of the money available for current operations came from membership dues.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 29
- Transparency & Controls: 82
- Sustainability: 36
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 28.5%; rating input score 29
- Program expense ratio: 28.6%; rating input score 29
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 0.4%; rating input score 46; 46th percentile among comparable filings
- Total-asset coverage ratio: 0.44; rating input score 27; 27th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -4.6% per year; rating input score 0; 41st percentile among comparable filings
- Asset growth: -14.7% per year; rating input score 0; 18th percentile among comparable filings
Details
- Where the money goes: 28.5% of revenue deployed · 28.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $5K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 2 filing years from 2011 to 2014
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Financial Efficiency: Mission deployment rate scored 29/100.
- High — Financial Efficiency: Program expense ratio scored 29/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 46/100.
- High — Sustainability: Total-asset coverage ratio scored 27/100.
- Review — Sustainability: Officer compensation ratio scored 57/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.