NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS (EIN 36-2144394)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349318504
- 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 | 2023-11-15T14:38:50-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362144394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF HEALTH | BusinessNameLine1Txt |
| Business Name Line2 | UNDERWRITERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2025953696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 E ST NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER MURPHY | PersonNm |
| Person Title | CFO & COO | PersonTitleTxt |
| Phone | 2025953696 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | MURPHY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WILLIAMS | PreparerPersonNm |
| PTIN | P01884701 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER MURPHY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 E ST NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,983,815 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.NAHU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1930 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | ADVOCATE FOR MEMBERS, PROVIDE PROFESSIONAL DEVELOPMENT, & DELIVER RESOURCES TO PROMOTE EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $225,383 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $13,630 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $520,535 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,763,136 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,312,008 | CYProgramServiceRevenueAmt |
| PY Investment Income | $58,998 | PYInvestmentIncomeAmt |
| CY Investment Income | -$41,448 | CYInvestmentIncomeAmt |
| PY Other Revenue | $579,235 | PYOtherRevenueAmt |
| CY Other Revenue | $582,542 | CYOtherRevenueAmt |
| PY Total Revenue | $6,921,904 | PYTotalRevenueAmt |
| CY Total Revenue | $6,853,102 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,334 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $866 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,688,652 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,944,585 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,432,299 | PYOtherExpensesAmt |
| CY Other Expenses | $3,437,913 | CYOtherExpensesAmt |
| PY Total Expenses | $6,125,285 | PYTotalExpensesAmt |
| CY Total Expenses | $7,383,364 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $796,619 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$530,262 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,270,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,703,079 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,596,288 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,724,268 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $674,528 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$21,189 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NATIONAL ASSOCIATION OF HEALTH UNDERWRITERS (NAHU) ADVOCATES FOR OUR MEMBERS, PROVIDES PROFESSIONAL DEVELOPMENT AND DELIVERS RESOURCES TO PROMOTE EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | CONVENTION/LPRT - OUR ANNUAL CONVENTION PROVIDES A FORUM FOR THE EXCHANGE OF MANAGEMENT, TECHNOLOGY, AND INDUSTRY BEST PRACTICES. IT ALSO PROVIDES A MEANS FOR THE DISSEMINATION OF OTHER IMPORTANT TIMELY INFORMATION THAT ENABLES ATTENDEES TO BRING HIGHER VALUE TO THEIR CLIENTS. PRODUCERS WHO MEET CERTAIN QUALIFICATIONS RECEIVE SPECIAL RECOGNITION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGISLATIVE PROGRAMS - OUR CAPITOL CONFERENCE PROVIDES AN ANNUAL FORUM FOR EXTENSIVE EDUCATION ON CURRENT LEGISLATIVE ISSUES. IT ALSO PROVIDES AN OPPORTUNITY FOR OUR MEMBERS TO MEET WITH AND HEAR FROM MEMBERS OF CONGRESS AND ADMINISTRATION AND TO LEARN ABOUT CURRENT LEGISLATIVE PROPOSALS. IT ALSO ALLOWS OUR MEMBERS TO SHARE THEIR EXPERIENCES WITH THEIR LEGISLATORS ON ISSUES FACING CONSUMERS OF HEALTH INSURANCE ALL OVER AMERICA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION - EDUCATION PROGRAMS PROVIDE A MEANS TO ENSURE CONTINUING PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION TO MEET STATE LICENSING REQUIREMENTS. PROGRAMS INCLUDE ETHICS TRAINING AS WELL AS MANY OTHER PROGRAMS WITH THE LATEST INFORMATION ON COMPLIANCE. PROGRAMS ARE PROVIDED AT BOTH THE LOCAL CHAPTER LEVEL AS WELL AS ONLINE AND THROUGH VARIOUS VIRTUAL OPPORTUNITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 31 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER MURPHY CFO COO | PersonNm |
| Phone | 2025953696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 E STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KELLY FRISTOE | |||||||||
| PRESIDENT | 7.00 | 0.00 | Yes (X) | Yes (X) | $12,501 | $0 | $0 | ||
| ERIC KOHLSDORF | |||||||||
| PRESIDENT ELECT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EUGENE STARKS | |||||||||
| IMMEDIATE PAST PRESIDENT | 7.00 | 0.00 | Yes (X) | Yes (X) | $14,400 | $0 | $0 | ||
| DANE RIANHARD | |||||||||
| IMMEDIATE PAST PRESIDENT-LEFT JUNE 22 | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALYCIA RIEDL | |||||||||
| VICE PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN RIDER | |||||||||
| TREASURER | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID SMITH | |||||||||
| SECRETARY | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHELE GENTILE | |||||||||
| REGION 1 VICE PRESIDENT | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MORDO | |||||||||
| REGION 2 VICE PRESIDENT | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE COOPER | |||||||||
| REGION 3 VICE PRESIDENT | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAWNEE CHRISTENSON | |||||||||
| REGION 4 VICE PRESIDENT | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL SCHOLZ | |||||||||
| REGION 4 VICE PRESIDENT-LEFT JUNE 22 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MYCHAL WALKER | |||||||||
| REGION 5 VICE PRESIDENT | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DORIS WALLER | |||||||||
| REGION 6 VICE PRESIDENT | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT TIERNEY | |||||||||
| REGION 7 VICE PRESIDENT | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE BERGER | |||||||||
| REGION 8 VICE PRESIDENT | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK BURNS | |||||||||
| REGION 8 VICE PRESIDENT-LEFT JUNE 22 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JONI REENTS | |||||||||
| MEMBERSHIP COUNCIL CHAIR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ASHLEY KAPOSTINS | |||||||||
| MEMBERSHIP COUNCIL CHAIR-LEFT JUNE 22 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MISTY BAKER | |||||||||
| LEGISLATIVE COUNCIL CHAIR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK GAUNYA | |||||||||
| LEGISLATIVE COUNCIL CHAIR-LEFT JUNE 22 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN ANDRESS | |||||||||
| PROF DEV COMMITTEE CHAIR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE BERGER | |||||||||
| PROF DEV COMMITTEE CHAIR-LEFT JUNE 22 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET TRAUTWEIN | |||||||||
| EXECUTIVE VICE PRESIDENT & CEO | 50.00 | 10.00 | Yes (X) | $404,690 | $0 | $51,497 | |||
| JENNIFER MURPHY | |||||||||
| CFO & COO | 40.00 | 10.00 | Yes (X) | $250,947 | $0 | $62,178 | |||
| MARCY BUCKNER | |||||||||
| VP OF GOVERNMENT AFFAIRS | 40.00 | 0.00 | $218,617 | $0 | $16,299 | Yes (X) | |||
| KELLY LOUSSEDES | |||||||||
| SR. VP OF PUBLIC RELATIONS | 40.00 | 0.00 | $203,206 | $0 | $43,012 | Yes (X) | |||
| CHRISTOPHER HARTMANN | |||||||||
| VP OF CONGRESSIONAL AFFAIRS | 40.00 | 0.00 | $180,110 | $0 | $14,723 | Yes (X) | |||
| JOHN GREENE | |||||||||
| VP OF CONGRESSIONAL AFFAIRS | 40.00 | 0.00 | $181,423 | $0 | $32,138 | Yes (X) | |||
| ILLANA MAZE | |||||||||
| SR VP OF MEMBER RELATIONS, TECH & OPS | 40.00 | 0.00 | $169,888 | $0 | $23,577 | Yes (X) | |||
| FARREN BAER | |||||||||
| SR VP OF EDUCATION & PROF DEV | 40.00 | 0.00 | $168,534 | $0 | $39,550 | Yes (X) | |||
| MARTIN CARR | |||||||||
| VP OF COMMUNICATIONS | 40.00 | 0.00 | $136,594 | $0 | $33,729 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,940,910 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $316,703 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TIBER CREEK | |||||
| 750 9TH ST NW 501 | WASHINGTON | DC | 20001 | LEGISLATIVE CONSULTANTS | $151,250 |
| DELCOR TECHNOLOGY | |||||
| 8380 COLESVILLE RD 550 | SILVERSPRING | MD | 20910 | IT CONSULTANTS | $147,942 |
| NET STUDY LLC | |||||
| 850 E GRAND AVE 6A | LAKE VILLA | IL | 60046 | CE PROVIDER | $146,983 |
| INTUITIVE BUSINESS CONCEPTS | |||||
| 1910 TOWNE CENTRE BLVD 250 | ANNAPOLIS | MD | 21401 | DATABASE CONSULTANT | $127,276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| MEMBERSHIP DUES | 541800 | $4,022,936 | $4,022,936 | ||
| CONVENTIONS/CONFERENCES | 541800 | $1,019,422 | $958,322 | $61,100 | |
| SPONSORSHIPS/ADVERTISING | 541800 | $780,964 | $555,581 | $225,383 | |
| CLASSROOM PROGRAM | 541800 | $253,882 | $253,882 | ||
| CDHC CERTIFICATION | 541800 | $209,595 | $209,595 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,209 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,209 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,312,008 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,932 | TotalRevenueColumnAmt |
| Exclusion | $52,932 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,511 | TotalRevenueColumnAmt |
| Exclusion | $156,511 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,036,333 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,130,713 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$94,380 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$94,380 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$94,380 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,019 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,019 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,019 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GROUP BENEFITS | 541800 | $177,159 | $177,159 |
| ONLINE PROGRAM | 541800 | $161,768 | $161,768 |
| LEADING PRODUCERS ROUND TABLE | 541800 | $71,555 | $71,555 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,530 | TotalRevenueColumnAmt |
| Exclusion | $11,530 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $422,012 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,853,102 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,345,646 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $225,383 | UnrelatedBusinessRevenueAmt |
| Exclusion | $282,073 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250,446 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,063,473 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,225 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,401 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,040 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,582 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,135 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,144 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,126 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,900 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,799 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,370 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,036 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,192 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,408 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,465 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,779 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,609 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| SPECIAL EVENT EXPENSE | $710,873 |
| CERTIFICATION COURSES | $331,212 |
| PUBLICATION EXPENSE | $177,994 |
| STAFF RECRUITMENT & RET | $32,368 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,921 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,383,364 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,413 | BOYAmt |
| EOY | $259,207 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,386 | BOYAmt |
| EOY | $13,486 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,923 | BOYAmt |
| EOY | $479,933 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,909 | BOYAmt |
| EOY | $217,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $697,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $475,600 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,842 | BOYAmt |
| EOY | $221,597 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,692,495 | BOYAmt |
| EOY | $1,116,872 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,558,848 | BOYAmt |
| EOY | $2,344,549 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,270,816 | BOYAmt |
| EOY | $4,703,079 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,754 | BOYAmt |
| EOY | $719,457 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,419,395 | BOYAmt |
| EOY | $1,347,685 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,599,139 | BOYAmt |
| EOY | $2,657,126 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,596,288 | BOYAmt |
| EOY | $4,724,268 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,528 | BOYAmt |
| EOY | -$21,189 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,528 | BOYAmt |
| EOY | -$21,189 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,270,816 | BOYAmt |
| EOY | $4,703,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$530,262 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$165,455 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $4,022,936 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,060,721 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$30,279 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $1,030,442 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,005,734 | AggregateReportedDuesNtcAmt |
| Carried Over | $24,708 | CarriedOverAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,902 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,207 | DepreciationAmt |
| Book Value | $72,695 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $616,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $467,393 | DepreciationAmt |
| Book Value | $148,902 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $221,597 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $23,733 |
| RIGHT-OF-USE ASSETS, NET | $2,320,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,344,549 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED LEASE OBLIGATION | $2,636,439 |
| DUE TO EDUCATION FOUNDATION | $20,687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,657,126 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATIONS ARE SUBJECT TO TAX ON NET INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE ASSOCIATION'S INCOME TAX EXPENSE ON UNRELATED BUSINESS ACTIVITIES TOTALED $4,177 AND $17,144 FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, RESPECTIVELY. THE ASSOCIATION RECORDED FEDERAL AND STATE INCOME TAXES PAYABLE OF $30,486 AND $19,525 FOR DECEMBER 31, 2022 AND 2021, RESPECTIVELY. THE ORGANIZATIONS HAVE EVALUATED THEIR TAX POSITIONS AND DETERMINED THAT THEIR POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANET TRAUTWEIN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT & CEO | $404,690 | $0 | $0 | $0 | $0 | $0 | $9,150 | $0 | $42,347 | $0 | $456,187 | $0 | $0 | $0 |
| JENNIFER MURPHY | ||||||||||||||
| CFO & COO | $235,947 | $0 | $15,000 | $0 | $0 | $0 | $7,164 | $0 | $55,014 | $0 | $313,125 | $0 | $0 | $0 |
| KELLY LOUSSEDES | ||||||||||||||
| SR. VP OF PUBLIC RELATIONS | $199,706 | $0 | $3,500 | $0 | $0 | $0 | $6,251 | $0 | $36,761 | $0 | $246,218 | $0 | $0 | $0 |
| MARCY BUCKNER | ||||||||||||||
| VP OF GOVERNMENT AFFAIRS | $211,617 | $0 | $7,000 | $0 | $0 | $0 | $6,452 | $0 | $9,847 | $0 | $234,916 | $0 | $0 | $0 |
| JOHN GREENE | ||||||||||||||
| VP OF CONGRESSIONAL AFFAIRS | $181,423 | $0 | $0 | $0 | $0 | $0 | $4,237 | $0 | $27,901 | $0 | $213,561 | $0 | $0 | $0 |
| FARREN BAER | ||||||||||||||
| SR VP OF EDUCATION & PROF DEV | $158,534 | $0 | $10,000 | $0 | $0 | $0 | $4,800 | $0 | $34,750 | $0 | $208,084 | $0 | $0 | $0 |
| CHRISTOPHER HARTMANN | ||||||||||||||
| VP OF CONGRESSIONAL AFFAIRS | $180,110 | $0 | $0 | $0 | $0 | $0 | $5,289 | $0 | $9,434 | $0 | $194,833 | $0 | $0 | $0 |
| ILLANA MAZE | ||||||||||||||
| SR VP OF MEMBER RELATIONS, TECH & OP | $155,888 | $0 | $14,000 | $0 | $0 | $0 | $3,038 | $0 | $20,539 | $0 | $193,465 | $0 | $0 | $0 |
| MARTIN CARR | ||||||||||||||
| VP OF COMMUNICATIONS | $136,594 | $0 | $0 | $0 | $0 | $0 | $4,173 | $0 | $29,556 | $0 | $170,323 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE FOLLOWING INDIVIDUALS WERE PROVIDED WITH DISCRETIONARY SPENDING ACCOUNTS - JANET TRAUTWEIN, JENNIFER MURPHY, ILLANA MAZE, MARCY BUCKNER, JOHN GREENE, CHRIS HARTMANN, AND FARREN BAER. THESE DISCRETIONARY SPENDING ACCOUNTS WERE NOT INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. |
| PART I, LINE 1B | THE DISCRETIONARY SPENDING ACCOUNTS WERE USED FOR BUSINESS EXPENSES. |
| PART I, LINE 3 | THE PERSONNEL COMMITTEE REVIEWS THE CHIEF EXECUTIVE OFFICER (CEO)'S PERFORMANCE AND CONTRACT. THE CEO'S COMPENSATION IS APPROVED BY THE PERSONNEL COMMITTEE USING CONTEMPORANEOUS DATA AND DOCUMENTATION OF THE PROCESS. THIS PROCESS LAST OCCURRED IN 2022. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIL TRAUTWEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | HUSBAND OF EXECUTIVE VICE PRESIDENT AND CEO | RelationshipDescriptionTxt |
| Transaction | $84,000 | TransactionAmt |
| Transaction | CONSULTANT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, TREASURER, SECRETARY, IMMEDIATE PAST PRESIDENT AND CEO (NON-VOTING MEMBER). THE EXECUTIVE COMMITTEE MAY ACT IN THE PLACE OF THE BOARD OF TRUSTEES BETWEEN BOARD MEETINGS ON ALL MATTER EXPLICITLY DELEGATED TO IT BY THE BOARD. THE EXECUTIVE COMMITTEE MAY TRANSACT BUSINESS BY MAIL OR ELECTRONIC MEANS BY VOTING ON A PROPOSAL TO THEM. ANY SUCH PROPOSAL WILL BE ADOPTED IF 2/3 OF THE ENTIRE COMMITTEE RETURNS AFFIRMATIVE VOTES. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE CHANGED TO APPROVE THE NOMINATION AND ELECTION COMMITTEES BE COMBINED EFFECTIVE JULY 1, 2022, TO ALLOW FOR BETTER CONTINUITY OF THE NOMINATION AND ELECTION PROCESS. THE BYLAWS WERE CHANGED THAT THE NATIONAL ASSOCIATION OF HEALTH UNDERWRITERS (NAHU) CHANGE ITS OFFICIAL NAME TO NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS (NABIP), WITH THE TAG LINE, SHAPING THE FUTURE OF HEALTHCARE, EFFECTIVE JANUARY 1, 2023. THE NAME CHANGE WILL BE PRECEDED BY A BRANDING CAMPAIGN TO ENSURE THAT OUR MEMBERS, OTHER STAKEHOLDERS, AND THE PUBLIC UNDERSTAND THAT WE HAVE A NEW NAME THAT BETTER REFLECTS OUR MISSION AND VISION. |
| FORM 990, PART VI, SECTION A, LINE 6 | INDIVIDUAL MEMBERS - LICENSED BY A STATE LICENSING AUTHORITY FOR THE SALE OF HEALTH, DISABILITY, AND OTHER RELATED INSURANCE PRODUCTS AND SERVICES. NON-LICENSED ENGAGED IN THE DISTRIBUTION OF HEALTH, DISABILITY, AND RELATED INSURANCE PRODUCTS AND SERVICES. LIFE MEMBERS - AN ACTIVE MEMBER WHO WAS BEEN IN GOOD STANDING A MINIMUM OF 10 CONSECUTIVE YEARS AND HAS EITHER ATTAINED AGE 65 AND RETIRED OR HAS BEEN DISABLED. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS ARE ABLE TO VOTE FOR THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | AMENDMENTS TO THE BYLAWS SHALL BE MADE AT ANY MEETING OF THE HOUSE OF DELEGATES OF NAHU BY A TWO-THIRDS VOTE OF THE DELEGATES PRESENT AND VOTING. THE HOUSE OF DELEGATES SHALL CONSIST OF: A. THE BOARD OF TRUSTEES B. PAST PRESIDENTS OF NAHU C. DELEGATES OF STATE AND LOCAL ASSOCIATIONS AS DESIGNATED IN THE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COMPLETE COPY OF FORM 990 IS GIVEN TO THE FULL BOARD OF TRUSTEES FOR REVIEW. BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS, MAKE COMMENTS AND REQUEST FURTHER INFORMATION. ANY CHANGES ARE MADE, IF NECESSARY, BEFORE THE FINAL DRAFT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | 1. A NAHU LEADER SHALL DISCLOSE ANY MATERIAL FINANCIAL INTEREST IN TRANSACTIONS CONTEMPLATED OR ENTERED INTO BY NAHU AS SOON AS SUCH INTEREST IS KNOWN. SUCH NOTIFICATION MUST BE MADE, IN WRITING, TO THE EXECUTIVE VICE PRESIDENT (EVP) AND THE PRESIDENT. IF THE POTENTIAL CONFLICT INVOLVES THE EVP, ADDITIONAL NOTIFICATION SHALL BE MADE TO A STAFF PERSON DESIGNATED BY THE EVP AT THE BEGINNING OF EACH YEAR AS STAFF ETHICS OFFICER. IF THE POTENTIAL CONFLICT INVOLVES THE PRESIDENT, ADDITIONAL NOTIFICATION SHALL BE MADE TO THE PRESIDENT-ELECT. 2. WHEN NAHU LEADERS OR FORMER NAHU LEADERS ARE AWARE OF POTENTIAL CONFLICT OF INTEREST CONCERNING A FORMER NAHU LEADER SUCH INFORMATION SHALL BE DISCLOSED IN THE SAME MANNER AS FOR CURRENT NAHU LEADERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE REVIEWS THE CHIEF EXECUTIVE OFFICER (CEO)'S PERFORMANCE AND CONTRACT. EVERY YEAR, OFFICER COMPENSATION IS APPROVED BY INDEPENDENT PERSONS USING CONTEMPORANEOUS DATA AND DOCUMENTATION OF THE PROCESS. THIS PROCESS LAST OCCURRED IN 2022. THE CEO REVIEWS OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION AND DETERMINES THE COMPENSATION USING DATA PROVIDED BY ASAE. THE REVIEWS ARE PERFORMED ANNUALLY, DOCUMENTED AND MAINTAINED IN THE EMPLOYEE'S FILE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022 |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NAHU EDUCATION FOUNDATION | ||||||||||
| 999 E ST NW SUITE 400 | WASHINGTON | DC | 20004 | 330532137 | EDUCATIONAL MEDIA | DC | 501(C)(3) | LINE 10 | NATIONAL ASSOCIATION OF HEALTH UNDERWRITERS | Yes (1) |
| HEALTH UNDERWRITERS POLITICAL ACTION COMMITTEE | ||||||||||
| 999 E ST NW SUITE 400 | WASHINGTON | DC | 20004 | 542019864 | POLITICAL ACTIVITY | DC | 527 | NATIONAL ASSOCIATION OF HEALTH UNDERWRITERS | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH UNDERWRITERS POLITICAL ACTION COMMITTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $65,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments