NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS (EIN 73-1276301)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201341339349200119
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-05-13T08:31:36-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASH AND CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2629 W I-44 SERV RD STE 102 | AddressLine1 |
| City | Oklahoma City | City |
| State | OK | State |
| ZIP Code | 731123762 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731276301 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLA ST ASSN OF HEALTH UNDERWRITERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OKLA | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12146 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731572146 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEAH-ANNE JANWAY | Name |
| Title | TREASURER | Title |
| Phone | 4052350036 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard S Nash | Name |
| Phone | 4059476355 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | OSAHUORG | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 28230 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Membership Dues | 20214 | MembershipDues |
| Investment Income | 48 | InvestmentIncome |
| Fundraising Gross Income | 7968 | FundraisingGrossIncome |
| Special Events Direct Expenses | 7968 | SpecialEventsDirectExpenses |
| Total Revenue | 20262 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 400 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 30195 | OtherExpensesTotal |
| Total Expenses | 30595 | TotalExpenses |
| Excess Or Deficit For Year | -10333 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 51230 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40897 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51230 | BOY |
| EOY | 40897 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51230 | BOY |
| EOY | 40897 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51230 | BOY |
| EOY | 40897 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | EDUC HEALTH INS AGENTS | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | CONTINUING EDUCATION AND ISSUES INFORMATION DISSIMINATION AMONG MEMBERS GENL PUBLIC | DescriptionProgramServiceAccom |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| BARRY WILSON | ||||||||
| 8523 S WINSTON AVE | TULSA | OK | 74137 | PRESIDENT | 0 | 0 | 0 | 0 |
| BOB WHITE | ||||||||
| 218 W 6TH STREET | TULSA | OK | 74119 | DIRECTOR | 0 | 0 | 0 | 0 |
| LEAH ANNE JANWAY | ||||||||
| 1010 NW GRAND BLVD | OKLAHOMA CITY | OK | 73118 | TREASURER | 1 | 0 | 0 | 0 |
| JEAN MILLER | ||||||||
| 5401 E 41ST STE 711 | TULSA | OK | 74135 | PRES ELECT | 0 | 0 | 0 | 0 |
| CARRIE COX | ||||||||
| 4811 GAILLARDIA PRKWQAY STE 30 | OKLAHOMA CITY | OK | 73142 | PAST PRES | 0 | 0 | 0 | 0 |
| BECKY CONNEL | ||||||||
| 2805 NE SKELLY DR 808 | TULSA | OK | 74105 | 2ND V PRES | 0 | 0 | 0 | 0 |
| JAMES STOCKTON | ||||||||
| 13924 QUAIL POINTE DR | OKLAHOMA CITY | OK | 73134 | 1ST V PRES | 0 | 0 | 0 | 0 |
| TOM BARTLETT | ||||||||
| 3121 QUAIL SPRNGS PKWY | OKLAHOMA CITY | OK | 73142 | DIRECTOR | 0 | 0 | 0 | 0 |
| JENNIFER HELMS | ||||||||
| 5800 E SKELLY DR | TULSA | OK | 74135 | SECRETARY | 0 | 0 | 0 | 0 |
| JEFF WALRAVEN | ||||||||
| PO BOX 12146 | OKLAHOMA CITY | OK | 73157 | DIRECTOR | 0 | 0 | 0 | 0 |
| JUSTIN LORD | ||||||||
| 5591 S LEWIS AVE | TULSA | OK | 74105 | DIRECTOR | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LEAH ANNE JANWAY | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 NW GRAND BLVD | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4052350036 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Filed Schedule A | false | FiledScheduleA |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 01. Description of other expenses (Part I, line 16) | Identifier |
| Explanation | DESCRIPTION AMOUNT MISCELLANEOUS 1294 MEMBERSHIP 256 WEBSITE EXPENSE 486 MEETINGS & CONVENTIONS 8627 AWARDS 437 OFFICE EXPENSE 22 CONSULTING 18000 INSURANCE 1073 | Explanation |
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