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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:00:43-08:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204004313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERMAN FINANCIAL MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10321 AVENHAM WAY | AddressLine1Txt |
| City | HENRICO | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900523740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF BENEFITS & INSUR | BusinessNameLine1Txt |
| Business Name Line2 | PROFESSIONALS - EASTERN VA CHAPTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 8047440757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1314 | AddressLine1Txt |
| City | MIDLOTHIAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA CUTTING | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRENDA | PersonFirstNm |
| Person Last | CUTTING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Terry P Sherman CPA | PreparerPersonNm |
| PTIN | P01270400 | PTIN |
| Phone | 8043057957 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | evahu.org | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $3,081 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $785 | ProgramServiceRevenueAmt |
| Membership Dues | $2,296 | MembershipDuesAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $3,081 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $3,015 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $2,376 | OtherExpensesTotalAmt |
| Total Expenses | $5,391 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$2,310 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $28,747 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,437 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,902 | BOYAmt |
| EOY | $26,937 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,931 | BOYAmt |
| EOY | $26,937 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184 | BOYAmt |
| EOY | $500 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,747 | BOYAmt |
| EOY | $26,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Promote Free Market Insurance System in State of Virginia | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDE 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)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JILL AGE | ||
| President | 10.00 | $0 |
| ROB HOLT | ||
| Vice President | 10.00 | $0 |
| BRENDA CUTTING | ||
| Treasurer | 10.00 | $0 |
| KIM SETZER | ||
| Secretary | 10.00 | $0 |
| JODI ASHCRAFT | ||
| Awards Ch | 2.00 | $0 |
| DIANE WATSON | ||
| HUPAC Chair | 2.00 | $0 |
| LIAM MAKER | ||
| Legislative Ch | 2.00 | $0 |
| ANYA SIMPSON | ||
| Media Relations | 2.00 | $0 |
| JANET CRISH | ||
| Membership Ch | 2.00 | $0 |
| JAY OSBORNE | ||
| MS Reten Ch | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | Yes (true) | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Leann Owings | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1314 | AddressLine1Txt |
| City | Midlothian | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8047440757 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1 | Chapter events $1331 |
| Other Expenses.2 | Conf Scholarship $500 |
| Other Expenses.3 | HUPAC Admin Fee $500 |
| Other Expenses.4 | Merchant fees $45 |
| Other Assets.1005 | Accounts Receivable - Beginning $29 Accounts Receivable - Ending $0 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $184 Accounts Payable and Accrued Expenses - Ending $500 |
| Changes to Organizing or Governing Documents | Organization's name changed to National Association of Benefits and Insurance Professionals Eastern Virginia Chapter to conform with national association. |
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