Nonprofit · EIN 36-2144394
NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS
Tax-exempt · WASHINGTON, DC 20004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,471,561 | $6,804,357 | -$332,796 | $3,542,801 | $4,404,136 | -$861,335 |
| December 31, 2023 | 990 | $6,718,295 | $7,416,202 | -$697,907 | $4,139,319 | $4,743,836 | -$604,517 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,027
- Program service revenue
- $5,761,173
- Investment income
- $24,361
- Royalties
- $131,553
- Net gain from sales of assets
- $4,019
- Net income from sales of inventory
- $13,449
- Other revenue
- $682,000
Expenses
- Grants and similar amounts paid
- $80
- Compensation of officers, directors and key employees
- $1,293,953
- Other salaries and wages
- $1,728,588
- Salaries, compensation and benefits (total)
- $3,358,914
- Professional fundraising fees
- $0
- Legal fees
- $4,022
- Accounting fees
- $29,119
- Occupancy
- $271,398
- Travel
- $362,875
- Depreciation
- $31,525
Balance sheet and other
- Total assets, start of year
- $4,139,319
- Total assets, end of year
- $3,542,801
- Total liabilities, end of year
- $4,404,136
- Net assets, end of year
- -$861,335
- Land, buildings and equipment
- $154,309
- Publicly traded securities
- $641,164
- Net assets without donor restrictions
- -$861,335
- Gross unrelated business income
- $104,674
- Gross receipts
- $6,471,561
- Employees
- 26
- Volunteers
- 100
- Year formed
- 1930
- State of legal domicile
- DC
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 | Other / benefits |
|---|---|---|---|---|
| JESSICA BROOKS-WOODS | CEO Officer | 50 | $364,637 | $54,087 |
| KELLY LOUSSEDES | SR. VP OF PUBLIC RELATIONS Key employee | 40 | $199,017 | $88,041 |
| DEBRA ADLIS | INTERIM CFO Officer | 40 | $231,911 | $32,756 |
| MICHAEL ANDEL | SR. VP OF GOVERNMENT AFFAIRS Key employee | 40 | $186,184 | $56,154 |
| JOHN GREENE | VP, CONGRESSIONAL AFFAIRS UNTIL 8/24 Highest-paid employee | 40 | $141,189 | $33,699 |
| ROBERT TRETTER | SR. VP OF MEMBER ENGAGEMENT Highest-paid employee | 40 | $134,353 | $28,316 |
| BROOKE WILSON | SR. VP OF STRATEGY & INNOVATION Highest-paid employee | 40 | $125,687 | $35,606 |
| ILLANA MAZE | SR VP OF MEMBER RELATIONS UNTIL 8/24 Highest-paid employee | 40 | $108,509 | $28,017 |
| FARREN BAER | SR VP OF EDUCATION UNTIL 8/24 Highest-paid employee | 40 | $108,243 | $23,496 |
| JENNIFER MURPHY | CFO & COO UNTIL 3/24 Officer | 40 | $63,972 | $17,338 |
| ALYCIA RIEDL | PRESIDENT Trustee or director, Officer | 7 | $25,000 | $0 |
| ERIC KOHLSDORF | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 7 | $25,000 | $0 |
| KELLY FRISTOE | IMMEDIATE PAST PRESIDENT UNTIL 6/24 Trustee or director, Officer | 7 | $0 | $0 |
| SUSAN RIDER | PRESIDENT ELECT Trustee or director, Officer | 5 | $0 | $0 |
| DAVID SMITH | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MYCHAL WALKER | TREASURER Trustee or director, Officer | 5 | $0 |
| STEPHANIE BERGER | SECRETARY Trustee or director, Officer | 5 | $0 |
| MICHELE GENTILE | REGION 1 VICE PRESIDENT Trustee or director | 5 | $0 |
| DAVID MORDO | REGION 2 VICE PRESIDENT UNTIL 6/24 Trustee or director | 5 | $0 |
| STACY FRY | REGION 2 VICE PRESIDENT Trustee or director | 5 | $0 |
| CATHERINE COOPER | REGION 3 VICE PRESIDENT Trustee or director | 5 | $0 |
| SHAWNEE CHRISTENSON | REGION 4 VICE PRESIDENT UNTIL 6/24 Trustee or director | 5 | $0 |
| CALLEEN IDEAUS | REGION 4 VICE PRESIDENT Trustee or director | 5 | $0 |
| DAVE SHERRILL | REGION 5 VICE PRESIDENT Trustee or director | 5 | $0 |
| KEVIN TROKEY | REGION 6 VICE PRESIDENT Trustee or director | 5 | $0 |
| ROBERT TIERNEY | REGION 7 VICE PRESIDENT Trustee or director | 5 | $0 |
| KEITH WALLACE | REGION 8 VICE PRESIDENT Trustee or director | 5 | $0 |
| LESLIE SHELTON | MEMBERSHIP COUNCIL CHAIR Trustee or director | 5 | $0 |
| GREG STANCIL | LEGISLATIVE COUNCIL CHAIR UNTIL 6/24 Trustee or director | 5 | $0 |
| JENNIFER BERMAN | LEGISLATIVE COUNCIL CHAIR Trustee or director | 5 | $0 |
| SUZY ALBERTS | PROF DEV COMMITTEE CHAIR UNTIL 6/24 Trustee or director | 5 | $0 |
| KOREY ASHTON | PROF DEV COMMITTEE CHAIR Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANET TRAUTWEIN | EXECUTIVE VP & CEO (UNTIL 11/23) Officer | 50 | $404,898 | $45,261 |
| JENNIFER MURPHY | CFO & COO Officer | 40 | $232,019 | $63,523 |
| KELLY LOUSSEDES | SR. VP OF PUBLIC RELATIONS Key employee | 40 | $198,989 | $49,113 |
| JOHN GREENE | VP OF GOVERNMENT AFFAIRS Highest-paid employee | 40 | $196,837 | $45,685 |
| FARREN BAER | SR VP OF EDUCATION & PROF DEVELOPEMNT Highest-paid employee | 40 | $163,292 | $42,837 |
| MICHAEL ANDEL | VP OF CONGRESSIONAL AFFAIRS Highest-paid employee | 40 | $176,831 | $25,575 |
| ILLANA MAZE | SR VP OF MEMBER RELATIONS,TECH & OPS Highest-paid employee | 40 | $159,889 | $32,333 |
| MARTIN CARR | VP OF COMMUNICATIONS Highest-paid employee | 40 | $134,269 | $39,124 |
| JESSICA BROOKS-WOODS | CEO (FROM 9/23) Officer | 50 | $115,197 | $15,776 |
| KELLY FRISTOE | IMMEDIATE PAST PRESIDENT (UNTIL 6/23) Trustee or director, Officer | 7 | $25,002 | $0 |
| ERIC KOHLSDORF | PRESIDENT Trustee or director, Officer | 7 | $25,002 | $0 |
| ALYCIA RIEDL | PRESIDENT ELECT Trustee or director, Officer | 5 | $0 | $0 |
| SUSAN RIDER | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| DAVID SMITH | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| MYCHAL WALKER | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| MICHELE GENTILE | REGION 1 VICE PRESIDENT Trustee or director | 5 | $0 | $0 |
| DAVID MORDO | REGION 2 VICE PRESIDENT Trustee or director | 5 | $0 | $0 |
| CATHERINE COOPER | REGION 3 VICE PRESIDENT Trustee or director | 5 | $0 | $0 |
| SHAWNEE CHRISTENSON | REGION 4 VICE PRESIDENT Trustee or director | 5 | $0 | $0 |
| DAVID SHERRILL | REGION 5 VICE PRESIDENT Trustee or director | 5 | $0 | $0 |
| KEVIN TROKEY | REGION 6 VICE PRESIDENT Trustee or director | 5 | $0 | $0 |
| DORIS WALLER | REGION 6 VICE PRESIDENT (UNTIL 6/23) Trustee or director | 5 | $0 | $0 |
| ROBERT TIERNEY | REGION 7 VICE PRESIDENT Trustee or director | 5 | $0 | $0 |
| STEPHANIE BERGER | REGION 8 VICE PRESIDENT Trustee or director | 5 | $0 | $0 |
| KEITH WALLACE | MEMBERSHIP COUNCIL CHAIR Trustee or director | 5 | $0 | $0 |
| JONI REENTS | MEMBERSHIP COUNCIL CHAIR (UNTIL 6/23) Trustee or director | 5 | $0 | $0 |
| GREG STANCIL | LEGISLATIVE COUNCIL CHAIR Trustee or director | 5 | $0 | $0 |
| MISTY BAKER | LEGISLATIVE COUNCIL CHAIR (UNTIL 6/23) Trustee or director | 5 | $0 | $0 |
| SUZY ALBERTS | PROF DEV COMMITTEE CHAIR Trustee or director | 5 | $0 | $0 |
| CAROLYN ANDRESS | PROF DEV COMMITTEE CHAIR (UNTIL 6/23) Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 999 E ST NW STE 604, WASHINGTON, DC 20004-2045
- Principal officer (990 for 2024)
- LARRINDA SHIELDS, 999 E ST NW 400, WASHINGTON, DC 20004
- Signed the 990
- LARRINDA SHIELDS, SVP, FINANCE & ADMINISTRATION
- Phone
- (202) 595-3696
- Website
- WWW.NABIP.ORG
- 990-N for 2016 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Mailing address: PO Box 14171, tucson AZ 85732.
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS (NABIP) ADVOCATES FOR OUR MEMBERS, PROVIDES PROFESSIONAL DEVELOPMENT AND DELIVERS RESOURCES TO PROMOTE EXCELLENCE.
Program accomplishments
- 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.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-2144394
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1948
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,542,801
- Income (IRS master file)
- $6,471,561
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,471,561 | $6,804,357 | $3,542,801 | XML |
| 990 | December 2023 | $6,718,295 | $7,416,202 | $4,139,319 | XML |
| 990 | December 2022 | $6,853,102 | $7,383,364 | $4,703,079 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2016 Filed under this EIN, most likely by a chapter or affiliate | December 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 36-2144394).
Questions about NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS
- What is the EIN of NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS is 36-2144394.
- Is NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1948.
- Are donations to NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS 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 NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS?
- The 990 for the year ended December 31, 2024 names LARRINDA SHIELDS.
- Who are the officers and directors of NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS?
- The 990 for the year ended December 31, 2024 lists 32 people; 12 received compensation from the organization, the highest $364,637 (JESSICA BROOKS-WOODS, CEO).
- How much revenue does NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,471,561, expenses of $6,804,357 and total assets of $3,542,801 at year end.
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