Nonprofit · EIN 33-0993241
PENNSYLVANIA STATE ASSOCIATION OF HEALTH UNDERWRITERS
Tax-exempt (reinstated) · PHOENIXVILLE, PA 19460
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $297,727 | $328,301 | -$30,574 | $88,508 | $20,473 | $68,035 |
| December 31, 2023 | 990-EZ | $46,727 | $77,855 | -$31,128 | $31,541 | $0 | $31,541 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $73,747
- Membership dues
- $73,747
- Program service revenue
- $256,257
- Investment income
- $2
- Net income from fundraising events
- -$32,279
- Other revenue
- -$32,279
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,360
- Travel
- $19,543
- Program services (functional)
- $95,745
- Management and general (functional)
- $232,556
Balance sheet and other
- Total assets, start of year
- $38,584
- Total assets, end of year
- $88,508
- Total liabilities, end of year
- $20,473
- Net assets, end of year
- $68,035
- Net assets without donor restrictions
- $68,035
- Gross unrelated business income
- -$32,279
- Gross receipts
- $404,391
- Employees
- 0
- Year formed
- 2004
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Manion | President Officer | 1 | $0 |
| Kenton Porter | Treasurer Officer | 1 | $0 |
| Jessica Dean | Immediate Past President Officer | 0.5 | $0 |
| Alexis Bruni | Legislative Vice Chair East Officer | 1 | $0 |
| Matt Cuomo | Vice President Officer | 1 | $0 |
| Priscilla Knerr | Secretary Officer | 1 | $0 |
| Briana Baback | Emerging Leader Program Coordinator Officer | 1 | $0 |
| Nikki Bohn | Regional Representative - West Officer | 0.5 | $0 |
| Kareen G Corbin | Director Officer | 0.5 | $0 |
| Laurie Fullam | Director Officer | 0.5 | $0 |
| David Gee | Director Officer | 0.5 | $0 |
| Lisa Fisher Gualtieri | Director Officer | 0.5 | $0 |
| Peter Gualtieri | Governance Committee Officer | 0 | $0 |
| Zach Lovino | Membership Chair Officer | 0.5 | $0 |
| Steve Kelly | Director Officer | 0.5 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Laurie Manley | Director Officer | 0.5 | $0 |
| Richard Miller Jr | Director Officer | 0.5 | $0 |
| Marissa Murray | Regional Representative - Central Officer | 0.5 | $0 |
| Nick Pedersen | Education & Programming Chair Officer | 0.5 | $0 |
| Christina Pergament | Director Officer | 0.5 | $0 |
| Claude Ricciardi | Director Officer | 0.5 | $0 |
| Will Ryales | Director Officer | 0.5 | $0 |
| Dave Scott | Director Officer | 0 | $0 |
| Josh Shumberger | Governance Committee Officer | 0.5 | $0 |
| Sara Simkins | Director Officer | 0.5 | $0 |
| Desmond Slattery | Director Officer | 0.5 | $0 |
| Cally Sullivan | Emerging Leaders Chair Officer | 1 | $0 |
| Eric Torban | Regional Representative - East Officer | 0.5 | $0 |
| Scott Wham | Director Officer | 0.5 | $0 |
| Brian Wright | Director Officer | 0.5 | $0 |
| JB Bernstein | Director Officer | 0.5 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jessica Dean | President | 2 | $0 |
| Stacy Fry | Treasurer | 2 | $0 |
| Vicky Cagliola | Legislative Chair | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 425 SHELBOURNE LN, PHOENIXVILLE, PA 19460-5721
- In care of
- % KENTON PORTER
- Signed the 990
- KENTON PORTER, Treasurer
- Phone
- (610) 715-9858
- Website
- pa-nabip.org
- Return prepared by
- J Gleason Associates LLC
Mission
The Pennsylvania NABIP was established to unify health insurance professionals in PA for the purpose of education our members and the public. Our goal is to preserve and perpetuate professional health insurance delivery while being an advocate for the consumer.
Program accomplishments
- Periodic meetings and conferences are held to educate members of the association on the current topics of healthcare, pending legislation and other relevant technical topics. Events are scheduled to allow collaboration with the national association on topics germane to health insurance and healthcare delivery.Expenses $95,745
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Check at the IRS |
| 2023 | June 30, 2024 | November 15, 2024 | Check at the IRS |
IRS record
- EIN
- 33-0993241
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2023
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $123,100
- Income (IRS master file)
- $157,268
Revocation and reinstatement
- Exemption revoked
- November 15, 2010
- Posted by the IRS
- October 7, 2011
- Reinstated
- Effective November 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $297,727 | $328,301 | $88,508 | IRS |
| 990-EZ | December 2023 | $46,727 | $77,855 | $31,541 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0993241).
Questions about PENNSYLVANIA STATE ASSOCIATION OF HEALTH UNDERWRITERS
- What is the EIN of PENNSYLVANIA STATE ASSOCIATION OF HEALTH UNDERWRITERS?
- The employer identification number (EIN) of PENNSYLVANIA STATE ASSOCIATION OF HEALTH UNDERWRITERS is 33-0993241.
- Is PENNSYLVANIA STATE ASSOCIATION OF HEALTH UNDERWRITERS tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2010 and reinstated it effective November 15, 2010.
- Are donations to PENNSYLVANIA STATE ASSOCIATION OF HEALTH UNDERWRITERS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PENNSYLVANIA STATE ASSOCIATION OF HEALTH UNDERWRITERS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PENNSYLVANIA STATE ASSOCIATION OF HEALTH UNDERWRITERS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PENNSYLVANIA STATE ASSOCIATION OF HEALTH UNDERWRITERS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of PENNSYLVANIA STATE ASSOCIATION OF HEALTH UNDERWRITERS?
- The 990 for the year ended December 31, 2024 lists 31 people; 0 received compensation from the organization.
- How much revenue does PENNSYLVANIA STATE ASSOCIATION OF HEALTH UNDERWRITERS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $297,727, expenses of $328,301 and total assets of $88,508 at year end.
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