2024-11-15T13:31:43-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 562448850 NAILBA CHARITABLE FOUNDATION NAIL 7038841525 600 13TH STREET NW 550 WASHINGTON DC 20005 DANIEL LABERT CHIEF EXECUTIVE OFFICER 7038841525 2024-11-15 1 1 AARON M FOX P01365820 2022274000 2024-11-15 2023 2024-10-15 13:58:12Z X DANIEL LABERT 600 13TH STREET NW 550 WASHINGTON DC 20005 334296 0 X WWW.NAILBACHARITABLEFOUNDATION.ORG X 2003 VA THE MISSION OF THE NAILBA CHARITABLE FOUNDATION IS TO ENCOURAGE VOLUNTEERISM AMONG NAILBA MEMBERS AND PROVIDE GRANT FUNDS TO WORTHY CHARITABLE ORGANIZATIONS THAT SERVE TO ENHANCE THE QUALITY OF LIFE FOR THOSE IN NEED OF HELP, WITH A SPECIAL EMPHASIS ON CHILDREN. 13 13 0 25 0 0 181494 326495 0 0 2471 7801 -21450 0 162515 334296 176000 250000 0 0 0 0 0 0 0 50772 87018 226772 337018 -64257 -2722 315451 249817 59500 1588 255951 248229 THE MISSION OF THE NAILBA CHARITABLE FOUNDATION IS TO ENCOURAGE VOLUNTEERISM AMONG NAILBA MEMBERS AND PROVIDE GRANT FUNDS TO WORTHY CHARITABLE ORGANIZATIONS THAT SERVE TO ENHANCE THE QUALITY OF LIFE FOR THOSE IN NEED OF HELP, WITH A SPECIAL EMPHASIS ON CHILDREN. 0 0 250000 250000 GRANT FUNDS PROVIDED TO ORGANIZATIONS WITH GREAT PURPOSE AND LITTLE ECONOMIC RESOURCES THAT SERVE TO ENHANCE THE QUALITY OF LIFE FOR THOSE IN NEED OF HELP WITH A SPECIAL EMPHASIS ON CHILDREN. 250000 1 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X DANIEL LABERT 7038841525 600 13TH STREET NW 550 WASHINGTON DC 20005 ROBIN S LANDERS IMM. PAST PRESIDENT - AS OF 06/23 1.00 0.00 X X 0 0 0 TODD VILLENEUVE PRESIDENT - AS OF 06/23 1.00 0.00 X X 0 0 0 CHUCK ANDERSON VICE PRESIDENT - AS OF 06/23 1.00 0.00 X X 0 0 0 DIANA GREENBERG NAILBA CHAIR ELECT - AS OF 06/23 1.00 2.00 X X 0 0 0 BARBARA CROWLEY SECRETARY/TREASURER - UNTIL 05/23 1.00 0.00 X X 0 0 0 VICTORIA VAN DUSEN-ROOS NAILBA CHAIR - AS OF 06/23 1.00 2.00 X X 0 0 0 JOHN GILBERT IMM. PAST CHAIR - AS OF 06/23 1.00 3.00 X X 0 0 0 JAMES WONG NAILBA SECRETARY/TREASURER - AS OF 06/23 1.00 2.00 X X 0 0 0 DAVID BARRIST DIRECTOR - UNTIL 05/23 1.00 0.00 X 0 0 0 PETE CHRISOS DIRECTOR 1.00 0.00 X 0 0 0 PHILIP CHUBA DIRECTOR - UNTIL 05/23 1.00 0.00 X 0 0 0 PJ DOYLE DIRECTOR 1.00 0.00 X 0 0 0 COLLEEN HORNER DIRECTOR 1.00 0.00 X 0 0 0 STEVE HOWARD DIRECTOR 1.00 0.00 X 0 0 0 BLAIR FARWELL DIRECTOR - UNTIL 05/23 1.00 0.00 X 0 0 0 KEITH GILLIES DIRECTOR - UNTIL 05/23 1.00 0.00 X 0 0 0 ANDREW HAMILL DIRECTOR - UNTIL 05/23 1.00 0.00 X 0 0 0 AMY KNISELEY DIRECTOR 1.00 0.00 X 0 0 0 JOHN J KUK DIRECTOR 1.00 0.00 X 0 0 0 SHERYL MOORE DIRECTOR - UNTIL 05/23 1.00 0.00 X 0 0 0 CHRIS ORESTIS DIRECTOR 1.00 0.00 X 0 0 0 MARK PELLICANO DIRECTOR - UNTIL 05/23 1.00 0.00 X 0 0 0 MIKE S SLADEK DIRECTOR - UNTIL 05/23 1.00 0.00 X 0 0 0 JIM SOREBO DIRECTOR - UNTIL 05/23 1.00 0.00 X 0 0 0 DANIEL LABERT CHIEF EXECUTIVE OFFICER 2.50 37.50 X 0 383377 23782 0 383377 23782 0 0 1 0 0 144678 181817 326495 7801 7801 334296 0 0 7801 X 250000 250000 4800 4800 10166 10166 46716 46716 8076 8076 1483 1483 9153 9153 5058 5058 1566 1566 337018 250000 87018 0 118109 77259 163893 171694 32500 0 949 864 315451 249817 59500 1588 59500 1588 X 255951 248229 255951 248229 315451 249817 X -2722 -5000 X 0 0 0 X X 1 NAILBA 363209661 10 1 0 0 1 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE ORGANIZATION PROVIDES GRANTS TO PROGRAMS AND PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBERS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 OUR MOTHER'S HOME OF SOUTHWEST FLORIDA INC 7438 CARRIER ROAD FORT MYERS FL 33967 650510103 501(C)(3) 25000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES ACTION 169 816 E BLUE EARTH AVENUE FAIRMONT MN 56031 473300807 501(C)(3) 20000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES ON EAGLES WINGS MINISTRIES 3076 E CHANDLER HEIGHTS RD STE 103 GILBERT AZ 85298 742833255 501(C)(3) 20000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES WISHES & MORE 961 HILLWIND ROAD FRIDLEY MN 55432 201766318 501(C)(3) 20000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES JEWISH RELIEF AGENCY 225 EAST CITY AVENUE SUITE 210 BALA CYNWYD PA 19004 262578017 501(C)(3) 18000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES KAITLYN'S KLOSET MN 4180 LEXINGTON AVENUE SOUTH SAINT PAUL MN 55123 880990585 501(C)(3) 18000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES PEDIATRIC BRAIN TUMOR FOUNDATION OF THE UNITED STATES INC 380 KNOLLWOOD STREET SUITE H 125 WINSTON SALEM NC 27103 581966822 501(C)(3) 15000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES TIME ON THE WATER 1821 ONACREST COURT SAINT PAUL MN 55117 475579442 501(C)(3) 12000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES ARK HOUSE FOUNDATION PO BOX 833656 RICHARDSON TX 75083 752738896 501(C)(3) 10000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES CAPPER FOUNDATION 3500 SW 10TH STREET TOPEKA KS 66604 480543745 501(C)(3) 10000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES JEWISH ADOPTION AND FAMILY CARE OPTIONS INC 4200 N UNIVERSITY DRIVE SUNRISE FL 33351 464021099 501(C)(3) 10000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES MADISON READING PROJECT INC 1337 GREENWAY CROSS SUITE 186 MADISON WI 53713 472077478 501(C)(3) 10000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES READY READERS 10403 BAUR BOULEVARD SUITE H SAINT LOUIS MO 63132 431841631 501(C)(3) 10000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES SALINA AM CHAPTER OF NATIONAL AMBUCS INC PO BOX 1952 SALINA KS 67401 463918916 501(C)(3) 10000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES SCHOLARS' HOPE FOUNDATION 11947 VALLEY VIEW STREE SUITE 5337 GARDEN GROVE CA 92846 330905269 501(C)(3) 10000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES SECURITY MUTUAL LIFE FOUNDATION 80 EXCHANGE STREET 2ND FLOOR BINGHAMTON NY 13901 453302040 501(C)(3) 10000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES EVERGREEN GOODWILL OF NORTHWEST WASHINGTON 700 DEARBORN PLACE S SEATTLE WA 98144 910568708 501(C)(3) 7500 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES BRINGING HOPE HOME 641 SWEDESFORD ROAD MALVERN PA 09355 261222985 501(C)(3) 6000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES 18 0 PART I, LINE 2: ORGANIZATIONS RECEIVING GRANT FUNDING ARE REQUIRED TO SIGN AND SUBMIT A GRANT AGREEMENT LETTER AGREEING TO CERTAIN CONDITIONS, ONE OF WHICH IS THAT "GRANTEE MUST PROVIDE A WRITTEN REPORT AS SOON AS POSSIBLE, BUT NOT LATER THAN ONE YEAR FROM RECEIPT, DESCRIBING CONCLUSIONS, PROGRESS, AND/OR STATUS OF GRANT OBJECTIVES INCLUDING HOW FUNDS WERE EXPENDED TO ATTAIN THE OBJECTIVE." 0 0 0 0 0 0 0 0 0 DANIEL LABERT CHIEF EXECUTIVE OFFICER 0 351877 0 31500 0 0 0 8750 0 15032 0 407159 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES OF THE FOUNDATION DO NOT MAKE ANY DECISIONS ABOUT THE GOVERNANCE OF THE ORGANIZATION, THEY MAKE RECOMMENDATIONS TO THE BOARD, AND THE BOARD MAKES DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION, THE COMPLETED 990 FORM WAS AVAILABLE FOR ANY BOARD MEMBER TO REVIEW UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EACH INDIVIDUAL BOARD MEMBER IS ASKED TO SIGN THE ORGANIZATION'S ANTI-TRUST AND CONFLICT OF INTEREST STATEMENT ONCE A YEAR. ADDITIONALLY, AT THE BEGINNING OF EACH MEETING (IN PERSON OR BY A CONFERENCE CALL) EACH BOARD MEMBER IS REQUIRED TO "ACKNOWLEDGE" THAT HIS OR HER AGREEMENT WITH THOSE POLICIES REMAINS IN EFFECT. FORM 990, PART VI, SECTION C, LINE 19 ANY TIME A REQUEST TO VIEW ANY OF THESE DOCUMENTS IS MADE, THE INDIVIDUAL MAKES AN APPOINTMENT TO VIEW THE DOCUMENTS IN NAILBA FOUNDATION OFFICE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 46,716. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,716. FORM 990, PART XI, LINE 9: REFUNDED CONTRIBUTIONS -5,000. NATIONAL ASSOCIATION OF INDEPENDENT LIFE BROKERAGE AGENCIES 10304 EATON PLACE SUITE 100 1022 FAIRFAX VA 22030 363209661 PROMOTE BUSINESS INTEREST OF INDEPENDENT LIFE BROKERAGE AGENCIES IL 501(C)(6) FINSECA 0 FINSECA 600 13TH STREET NW SUITE 550 WASHINGTON DC 20005 852061667 ADVOCATE FOR THE FINANCIAL SECURITY PROFESSION DC 501(C)(6) N/A 0 FINSECA FOUNDATION 600 13TH STREET NW SUITE 550 WASHINGTON DC 20005 521727202 PROVIDE RESEARCH & EDUCATION MATERIALS TO THOSE IN LIFE INSURANCE SERVICES. DC 501(C)(3) LINE 7 FINSECA 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0