2024-11-20T15:24:30-06:00 2023-06-30 752205423 MWH GROUP PC PO BOX 97000 WICHITA FALLS TX 763077000 990 2022-07-01 752486015 NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS - TEXAS CHAPTER NATI 7136451490 312 NORTH AVENUE EAST STE 5 CRANFORD NJ 07016 MICHAEL LEDGERWOOD PRESIDENT 2023-2024 7136451490 2024-11-12 1 0 KATHY D KABELL CPA P00046933 9407231471 2022 2024-10-15 13:58:12Z X X MICHAEL LEDGERWOOD 312 NORTH AVENUE EAST STE 5 CRANSTON NJ 07016 404346 0 X TAHU.ORG X 1992 TX THE OBJECTIVES OF THE ASSOCIATION SHALL BE:A. TO PLACE THE SALE AND SERVICE OF INSURANCE UPON THE HIGHEST POSSIBLE STANDARD.B. TO ADVANCE PUBLIC KNOWLEDGE FOR THE NEED AND BENEFIT OF THE INSURANCE INDUSTRY.C. TO PROVIDE AND, OR, PROMOTE CONTINUING EDUCATION, LEGISLATIVE ACTIVITY AND GUIDANCE, REGULATIONS, PRACTICES, AND SELF IMPROVEMENT WHICH IS IN THE BEST INTEREST OF THE INSURANCE INDUSTRY, THE PUBLIC, AND OUR MEMBERS.D. TO BE ACTIVE AS AN ASSOCIATION IN PUBLIC SERVICES AND TO ENCOURAGE ITS MEMBERS TO SUPPORT AND CONTRIBUTE TO COMMUNITY ACTIVITIES.E. TO PROMOTE THE CODE OF ETHICS OF THE NATIONAL ASSOCIATION OF HEALTH UNDERWRITERS (NAHU).F. TO PROMOTE THE COMMON BUSINESS INTEREST OF THOSE ENGAGED IN THE INSURANCE INDUSTRY. 30 30 0 38 7986 0 400398 303610 179421 91231 6923 6357 2296 3148 589038 404346 0 0 0 0 0 0 0 0 0 515112 357917 515112 357917 73926 46429 282789 354252 5569 28917 277220 325335 INFORM AND PROTECT THE CONSUMER BY ENHANCING THE PROFESSIONAL GROWTH OF ITS MEMBERS. 0 0 NATIONAL AND STATE SYMPOSIUMS ARE HELD TO PROVIDE A FORUM FOR INDUSTRY EDUCATION AND INFORMATION EXCHANGE. SEVERAL HUNDRED MEMBERS ATTEND THESE CONFERENCES. A NEWSLETTER IS PUBLISHED TO PROMOTE THE EXCHANGE OF IDEAS, CONTACTS, CONTINUING EDUCATION, CURRENT DEVELOPMENTS IN THE INDUSTRY AND OTHER MATTERS OF INTEREST TO THE MEMBERS' PROFESSIONAL DEVELOPMENT. DAY AT THE CAPITOL MEETING IS A HEALTH UNDERWRITERS' MEETING IN AUSTIN TO DISCUSS PENDING REGULATIONS PERTINENT TO THE INSURANCE INDUSTRY. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 X 30 30 1 1 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 1 1 0 X LISA STRUG 7136451490 312 NORTH AVENUE EAST STE 5 CRANFORD NJ 07016 X NEDRA CLINGAN IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 KRISTA PALMER PRESIDENT 10.00 X X 0 0 0 MICHAEL LEDGERWOOD PRESIDENT ELECT 2.00 X X 0 0 0 STACY COCHRAN 1ST VICE PRESIDENT 2.00 X X 0 0 0 SCOTT LONG 2ND VICE PRESIDENT 2.00 X X 0 0 0 JENNIFER PLEASANTS TREASURER 2.00 X X 0 0 0 TONYA BOOTH DIRECTOR 1.00 X 0 0 0 JAMIE JONES DIRECTOR 1.00 X 0 0 0 CHERRIE BRADBERRY DIRECTOR 1.00 X 0 0 0 ANGELA THEESFELD DIRECTOR 1.00 X 0 0 0 ED OLEKSIAK DIRECTOR 1.00 X 0 0 0 GARRIN RAYMOND DIRECTOR 1.00 X 0 0 0 MELANIE YORK DIRECTOR 1.00 X 0 0 0 DEE ELLER DIRECTOR 1.00 X 0 0 0 CARLA ADAMS DIRECTOR 1.00 X 0 0 0 DAVID COOK DIRECTOR 1.00 X 0 0 0 SARAH PARKEY DIRECTOR 1.00 X 0 0 0 MATT SCOTT DIRECTOR 1.00 X 0 0 0 DANIELLE ROBERTS DIRECTOR 1.00 X 0 0 0 NICOLE SCOTT DIRECTOR 1.00 X 0 0 0 HEATHER GARCIA DIRECTOR 1.00 X 0 0 0 AUDRA SULLIVAN DIRECTOR 1.00 X 0 0 0 VICTORIA TREVINO DIRECTOR 1.00 X 0 0 0 JENNIFER STANLEY DIRECTOR 1.00 X 0 0 0 JOE SHERMAN DIRECTOR 1.00 X 0 0 0 WAYNE GROGAN DIRECTOR 1.00 X 0 0 0 HECTOR GARCIA DIRECTOR 1.00 X 0 0 0 DENISE VILLAGRAN DIRECTOR 1.00 X 0 0 0 CLIFF STUBBS SECRETARY 2.00 X X 0 0 0 IRIS CASTILLO DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 146810 156800 303610 CONFERENCES & MEETINGS 561000 64895 64895 OTHER PROGRAM INCOME 561000 9132 9132 PERIODICALS 513120 7986 7986 DAY AT THE CAPITOL 561000 5090 5090 CONTINUING EDUCATION 611430 4128 4128 91231 6357 6357 28 28 REIMBURSEMENT INCOME 561000 3120 3120 3120 404346 86365 7986 6385 60000 3631 95983 3000 444 5905 17277 4862 PROGRAM EXPENSE 149458 MEETING EXPENSE 12918 PERIODICALS 4102 SERVICE FEES 337 357917 136946 177663 1489 19132 2280 7349 1092 1092 0 0 142074 150108 282789 354252 177 7081 5392 21836 5569 28917 X 277220 325335 277220 325335 282789 354252 46429 1686 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 146810 95983 1147 97130 90538 6592 1092 1092 0 0 FORM 990, PART VI, SECTION A, LINE 2 TWO BOARD MEMBERS ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DELEGATED TO MANAGEMENT COMPANY JAFFE COMMUNICATIONS, INC. 312 NORTH AVENUE EAST, STE 5 CRANFORD, NJ 07016 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT OFFICERS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY FOR REVIEW. IT IS FILED ONCE THE GOVERNING BODY IS SATISFIED AND ALL QUESTIONS HAVE BEEN ANSWERED. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS SIGNED BY ALL OFFICERS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE OF INDEPENDENT PERSONS IS FORMED TO REVIEW PROPOSALS RECEIVED IN RESPONSE TO RFPS THAT ARE SENT OUT. THE COMMITTEE EVALUATES EACH PROPOSAL IN TERMS OF WORK EXPERIENCE, COMPENSATION AND COMPARABLE DATA FOR SIMILAR POSITIONS HELD WITHIN SIMILAR ORGANIZATIONS. THE COMMITTEE EXTENDS ITS SELECTION RECOMMENDATION TO THE GOVERNING BODY FOR FINAL CONSIDERATION AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED ON THE WEBSITE AND ALSO AVAILABLE UPON REQUEST. FORM 990, SCHEDULE C, PART III-B, LINES 2A THROUGH 5 - AMENDED RETURN FORM 990, SCHEDULE C IS BEING AMENDED TO CORRECT THE CURRENT YEAR AND CARRYOVER LOBBYING AND POLITICAL EXPENDITURES THAT WERE INADVERTANTLY ENTERED ON THE INCORRECT LINES. THE 2022 AMENDED LINES ARE AS FOLLOWS: PART III-B, LINE 2A - CURRENT YEAR NONDEDUCTIBLE EXPENDITURES - $95,983 PART III-B, LINE 2B - CARRYOVER FROM LAST YEAR - $1,147 PART III-B, LINE 2C - TOTAL - $97,130 PART III-B, LINE 3 - AGGREGATE SECTION 6033(E)1(A) NOTICES OF NONDEDUCTIBLE 162(E) DUES - $90,538 PART III-B, LINE 4 - CARRYOVER OF NONDEDUCTIBLE EXPENDITURES TO 2023 - $6,592 PART III-B, LINE 5 - TAXABLE AMOUNT OF LOBBYING AND POLITICAL EXPENDITURES - $0