2025-11-17T12:22:37-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-01-01 362144394 NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS NATI 2025953696 999 E ST NW 400 WASHINGTON DC 20004 LARRINDA SHIELDS SVP, FINANCE & ADMINISTRATION 2025953696 2025-11-16 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-11-13 2024 2025-03-06 01:10:19Z LARRINDA SHIELDS 999 E ST NW 400 WASHINGTON DC 20004 6471561 0 X WWW.NABIP.ORG X 1930 DC ADVOCATE FOR MEMBERS, PROVIDE PROFESSIONAL DEVELOPMENT, & DELIVER RESOURCES TO PROMOTE EXCELLENCE. 17 15 26 100 104674 0 279086 4027 5822213 5761173 1506 24361 615490 682000 6718295 6471561 217 80 0 0 3955348 3358914 0 0 0 3460637 3445363 7416202 6804357 -697907 -332796 4139319 3542801 4743836 4404136 -604517 -861335 NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS (NABIP) ADVOCATES FOR OUR MEMBERS, PROVIDES PROFESSIONAL DEVELOPMENT AND DELIVERS RESOURCES TO PROMOTE EXCELLENCE. 0 0 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. 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. 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. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 16 0 1 26 1 1 1 0 0 0 0 0 0 0 X 17 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X LARRINDA SHIELDS 2025953696 999 E STREET NW SUITE 400 WASHINGTON DC 20004 ALYCIA RIEDL PRESIDENT 7.00 0.00 X X 25000 0 0 KELLY FRISTOE IMMEDIATE PAST PRESIDENT UNTIL 6/24 7.00 0.00 X X 0 0 0 ERIC KOHLSDORF IMMEDIATE PAST PRESIDENT 7.00 0.00 X X 25000 0 0 SUSAN RIDER PRESIDENT ELECT 5.00 0.00 X X 0 0 0 DAVID SMITH VICE PRESIDENT 5.00 0.00 X X 0 0 0 MYCHAL WALKER TREASURER 5.00 0.00 X X 0 0 0 STEPHANIE BERGER SECRETARY 5.00 0.00 X X 0 0 0 MICHELE GENTILE REGION 1 VICE PRESIDENT 5.00 0.00 X 0 0 0 DAVID MORDO REGION 2 VICE PRESIDENT UNTIL 6/24 5.00 0.00 X 0 0 0 STACY FRY REGION 2 VICE PRESIDENT 5.00 0.00 X 0 0 0 CATHERINE COOPER REGION 3 VICE PRESIDENT 5.00 0.00 X 0 0 0 SHAWNEE CHRISTENSON REGION 4 VICE PRESIDENT UNTIL 6/24 5.00 0.00 X 0 0 0 CALLEEN IDEAUS REGION 4 VICE PRESIDENT 5.00 0.00 X 0 0 0 DAVE SHERRILL REGION 5 VICE PRESIDENT 5.00 0.00 X 0 0 0 KEVIN TROKEY REGION 6 VICE PRESIDENT 5.00 0.00 X 0 0 0 ROBERT TIERNEY REGION 7 VICE PRESIDENT 5.00 0.00 X 0 0 0 KEITH WALLACE REGION 8 VICE PRESIDENT 5.00 0.00 X 0 0 0 LESLIE SHELTON MEMBERSHIP COUNCIL CHAIR 5.00 0.00 X 0 0 0 GREG STANCIL LEGISLATIVE COUNCIL CHAIR UNTIL 6/24 5.00 0.00 X 0 0 0 JENNIFER BERMAN LEGISLATIVE COUNCIL CHAIR 5.00 0.00 X 0 0 0 SUZY ALBERTS PROF DEV COMMITTEE CHAIR UNTIL 6/24 5.00 0.00 X 0 0 0 KOREY ASHTON PROF DEV COMMITTEE CHAIR 5.00 0.00 X 0 0 0 JESSICA BROOKS-WOODS CEO 50.00 10.00 X 364637 0 54087 JENNIFER MURPHY CFO & COO UNTIL 3/24 40.00 10.00 X 63972 0 17338 DEBRA ADLIS INTERIM CFO 40.00 0.00 X 231911 0 32756 MICHAEL ANDEL SR. VP OF GOVERNMENT AFFAIRS 40.00 0.00 X 186184 0 56154 KELLY LOUSSEDES SR. VP OF PUBLIC RELATIONS 40.00 0.00 X 199017 0 88041 ROBERT TRETTER SR. VP OF MEMBER ENGAGEMENT 40.00 0.00 X 134353 0 28316 BROOKE WILSON SR. VP OF STRATEGY & INNOVATION 40.00 0.00 X 125687 0 35606 JOHN GREENE VP, CONGRESSIONAL AFFAIRS UNTIL 8/24 40.00 0.00 X 141189 0 33699 ILLANA MAZE SR VP OF MEMBER RELATIONS UNTIL 8/24 40.00 0.00 X 108509 0 28017 FARREN BAER SR VP OF EDUCATION UNTIL 8/24 40.00 0.00 X 108243 0 23496 1713702 0 397510 9 0 1 0 TIBER CREEK 750 9TH ST NW 501 WASHINGTON DC 20001 LEGISLATIVE CONSULTANTS 178750 NET STUDY 850 E GRAN AVE 6 LAKE VILLA IL 60046 CE PROVIDER 174450 CMFD LLC 38 BROADWAY FONDA NY 12068 CONSULTING 126000 DELCOR TECHNOLOGY 8380 COLESVILLE ROAD 550 SILVER SPRING MD 20910 IT CONSULTANTS 115560 JAFFE COMMUNICATIONS 312 NORTH AVENUE EAST SUITE 5 CRANFORD NJ 07016 EVENT & MEMBERSHIP CONSULTANTS 103939 5 4027 4027 MEMBERSHIP DUES 541800 4020837 4020837 CONVENTIONS/CONFERENCE 541800 972288 735803 236485 SPONSORSHIPS/ADVERTISI 541800 296592 191918 104674 CDHC CERTIFICATION 541800 249336 249336 CLASSROOM PROGRAM 541800 194719 194719 27401 27401 5761173 20342 20342 131553 131553 4019 0 4019 4019 4019 13449 0 13449 13449 ONLINE PROGRAM 541800 459797 459797 MISCELLANEOUS REVENUE 900099 77201 77201 536998 6471561 5970461 104674 392399 80 1293953 1728588 51048 87715 197610 4022 29119 320887 6926 491327 233381 273966 101069 271398 362875 28223 31525 22484 SPECIAL EVENT EXPENSE 742330 CERTIFICATION COURSES 243362 PUBLICATION EXPENSE 209107 STAFF RECRUITMENT & RET 20000 53362 6804357 169479 6234 17321 277758 488701 287820 289056 715163 560854 185866 154309 1018551 641164 50000 50000 2132524 1913337 4139319 3542801 654033 520754 1495074 1446254 2594729 2437128 4743836 4404136 X -604517 -861335 -604517 -861335 4139319 3542801 -332796 87858 -11880 0 X 0 0 0 0 0 1 3898264 806341 -134196 672145 974566 -302421 80902 22277 58625 634261 538577 95684 154309 SECURITY DEPOSIT 23733 RIGHT-OF-USE ASSETS, NET 1885964 DUE FROM FOUNDATION 3640 1913337 DEFERRED LEASE OBLIGATION 2416229 DUE TO FOUNDATION 20899 2437128 X 1 1 X X X 1 0 0 JESSICA BROOKS-WOODS CEO 364637 0 0 0 0 0 14000 0 40087 0 418724 0 0 0 KELLY LOUSSEDES SR. VP OF PUBLIC RELATIONS 199017 0 0 0 0 0 30500 0 57541 0 287058 0 0 0 DEBRA ADLIS INTERIM CFO 231911 0 0 0 0 0 30500 0 2256 0 264667 0 0 0 MICHAEL ANDEL SR. VP OF GOVERNMENT AFFAIRS 186184 0 0 0 0 0 30500 0 25654 0 242338 0 0 0 JOHN GREENE VP, CONGRESSIONAL AFFAIRS UNTIL 8/24 141189 0 0 0 0 0 13979 0 19720 0 174888 0 0 0 ROBERT TRETTER SR. VP OF MEMBER ENGAGEMENT 134353 0 0 0 0 0 8239 0 20077 0 162669 0 0 0 BROOKE WILSON SR. VP OF STRATEGY & INNOVATION 125687 0 0 0 0 0 7693 0 27913 0 161293 0 0 0 PART I, LINE 1A THE FOLLOWING INDIVIDUALS WERE PROVIDED WITH DISCRETIONARY SPENDING ACCOUNTS - JENNIFER MURPHY, ILLANA MAZE, MARTIN CARR 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 4A NAME: JOHN GREENE, DESCRIPTION: SEVERANCE/CHANGE OF CONTROL, CURRENT YEAR AMOUNT: $35,833. PLAN DESCRIPTION: SEVERANCE DUE TO REDUCTION IN FORCE NAME: ILLANA MAZE, DESCRIPTION: SEVERANCE/CHANGE OF CONTROL, CURRENT YEAR AMOUNT: $27,467. PLAN DESCRIPTION: SEVERANCE DUE TO REDUCTION IN FORCE NAME: FARREN BAER, DESCRIPTION: SEVERANCE/CHANGE OF CONTROL, CURRENT YEAR AMOUNT: $27,467. PLAN DESCRIPTION: SEVERANCE DUE TO REDUCTION IN FORCE 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 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 NABIP 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 NABIP 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 NABIP LEADER SHALL DISCLOSE ANY MATERIAL FINANCIAL INTEREST IN TRANSACTIONS CONTEMPLATED OR ENTERED INTO BY NABIP 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 NABIP LEADERS OR FORMER NABIP LEADERS ARE AWARE OF POTENTIAL CONFLICT OF INTEREST CONCERNING A FORMER NABIP LEADER SUCH INFORMATION SHALL BE DISCLOSED IN THE SAME MANNER AS FOR CURRENT NABIP LEADERS. FORM 990, PART VI, SECTION B, LINE 15A 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 2024. 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. NABIP EDUCATION FOUNDATION 999 E ST NW SUITE 400 WASHINGTON DC 20004 330532137 EDUCATIONAL MEDIA DC 501(C)(3) LINE 10 NABIP 1 NABIP POLITICAL ACTION COMMITTEE 999 E ST NW SUITE 400 WASHINGTON DC 20004 542019864 POLITICAL ACTIVITY DC 527 NABIP 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 NABIP POLITICAL ACTION COMMITTEE O 55000 FMV