NABIP EASTERN VIRGINIA CHAPTER NATIONAL ASSOC OF BENEFITS & INSUR: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NABIP EASTERN VIRGINIA CHAPTER NATIONAL ASSOC OF BENEFITS & INSUR (EIN 90-0523740)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-11-15
IRS object ID
202343199349211754
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T16:00:43-08:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204004313PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHERMAN FINANCIAL MANAGEMENT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110321 AVENHAM WAYAddressLine1Txt
CityHENRICOCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23238ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN900523740EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL ASSOCIATION OF BENEFITS & INSURBusinessNameLine1Txt
Business Name Line2PROFESSIONALS - EASTERN VA CHAPTERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone8047440757PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1314AddressLine1Txt
CityMIDLOTHIANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23113ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRENDA CUTTINGPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRENDAPersonFirstNm
Person LastCUTTINGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTerry P Sherman CPAPreparerPersonNm
PTINP01270400PTIN
Phone8043057957PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Name ChangeYes (X)NameChangeInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addressevahu.orgWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$3,081GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$785ProgramServiceRevenueAmt
Membership Dues$2,296MembershipDuesAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$3,081TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$3,015FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$2,376OtherExpensesTotalAmt
Total Expenses$5,391TotalExpensesAmt
Excess Or Deficit For Year-$2,310ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$28,747NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$26,437NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$28,902BOYAmt
EOY$26,937EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$29BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,931BOYAmt
EOY$26,937EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$184BOYAmt
EOY$500EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$28,747BOYAmt
EOY$26,437EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposePromote Free Market Insurance System in State of VirginiaPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomPROVIDE VARIOUS SEMINARS, CONFERENCES, AND CONVENTIONS FOR MEMBERS AND GENERAL PUBLIC TO PROMOTE INTERESTS OF ALL HEALTH, DISABILITY, AND LONG-TERM INSURANCE CONSUMERS.DescriptionProgramSrvcAccomTxt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JILL AGE
President10.00$0
ROB HOLT
Vice President10.00$0
BRENDA CUTTING
Treasurer10.00$0
KIM SETZER
Secretary10.00$0
JODI ASHCRAFT
Awards Ch2.00$0
DIANE WATSON
HUPAC Chair2.00$0
LIAM MAKER
Legislative Ch2.00$0
ANYA SIMPSON
Media Relations2.00$0
JANET CRISH
Membership Ch2.00$0
JAY OSBORNE
MS Reten Ch2.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptYes (true)ChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLeann OwingsPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1314AddressLine1Txt
CityMidlothianCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23113ZIPCd
FieldValueIRS element (for citing)
Phone8047440757PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1Chapter events $1331
Other Expenses.2Conf Scholarship $500
Other Expenses.3HUPAC Admin Fee $500
Other Expenses.4Merchant fees $45
Other Assets.1005Accounts Receivable - Beginning $29 Accounts Receivable - Ending $0
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $184 Accounts Payable and Accrued Expenses - Ending $500
Changes to Organizing or Governing DocumentsOrganization's name changed to National Association of Benefits and Insurance Professionals Eastern Virginia Chapter to conform with national association.

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