Skip to main content

Nonprofit · EIN 45-4425348

NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS TULSA INC

Tax-exempt (reinstated) · TULSA, OK 74133

Financials

$56K$54K2022$54K$61K2023$44K$41K2024
Revenue Expenses · by fiscal year end
Financials of NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS TULSA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$43,550$40,956$2,594$28,433$0$28,433
June 30, 2024990-EZ$53,960$60,545-$6,585$25,839$0$25,839
June 30, 2023990-EZ$55,585$54,278$1,307$32,424$0$32,424
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$15,670
Membership dues
$5,161
Program service revenue
$19,422
Investment income
$1,797
Net income from fundraising events
$1,500

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$1,200
Printing, publications and postage
$229
Other expenses
$39,527
Program services (functional)
$39,013

Balance sheet and other

Total assets, start of year
$25,839
Total assets, end of year
$28,433
Total liabilities, end of year
$0
Net assets, end of year
$28,433
Cash, savings and investments
$28,433
Gross receipts
$57,793

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JENNIFER BRITTAINDIRECTOR0.5$0
MIKE STEPHENSTRUSTEE0.5$0
DAVID HARDERDIRECTOR0.5$0
BROOKE RILEYDIRECTOR0.5$0
EVE ADAMSDIRECTOR0.5$0
CINDY RAMIREZDIRECTOR0.5$0
JAMES ASHFORDTREASURER0.5$0
JENNIFER HELMSPAST PRESIDENT0.5$0
TIM BROOKSPRESIDENT0.5$0
990-EZ for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
JENNIFER BRITTAINDIRECTOR0.5$0
MIKE STEPHENSTRUSTEE0.5$0
DAVID HARDERDIRECTOR0.5$0
BROOKE RILEYDIRECTOR0.5$0
EVE ADAMSDIRECTOR0.5$0
JENNIFER HELMSPRESIDENT0.5$0
JAMES ASHFORDLEGISLATIVE CHAIR0.5$0
CINDY RAMIREZDIRECTOR0.5$0
GREG HOLLEYPAST PRESIDENT0.5$0
TIM BROOKSTREASURER0.5$0
990-EZ for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensation
JENNIFER BRITTAINPAST PRESIDENT0$0
TIM BROOKSVICE PRESIDENT0$0
MIKE STEPHENSTRUSTEE0$0
DAVID HARDERDIRECTOR0$0
GREG HOLLEYPRESIDENT0$0
BROOKE RILEYDIRECTOR0$0
EVE ADAMSDIRECTOR0$0
JENNIFER HELMSPRESIDENT ELECT0$0

Address and contacts

Address (IRS master file)
7122 S SHERIDAN RD STE 2, TULSA, OK 74133-2775
In care of
% JENNIFER HELMS
Mailing address (990-N for 2016)
7122 S Sheridan Rd Ste 2 Box 453, Tulsa OK 74133
Principal officer (990-N for 2016)
Alan Bryan, 7122 S Sheridan Rd Ste 2 Box 453, Tulsa OK 74133
Signed the 990-EZ
TIM BROOKS, PRESIDENT
Phone
(918) 994-6494
Return prepared by
PRESTON SMITH PLLC

Mission

A. TO PROMOTE THE COMMON BUSINESS INTERESTS OF THOSE ENGAGED IN DISABILITY AND RISK MANAGEMENT.B. TO ADVANCE PUBLIC KNOWLEDGE FOR THE NEED AND BENEFIT OF DISABILITY INCOME AND/OR HEALTH INSURANCE PRODUCTS.C. TO PROMOTE THE ADOPTION AND APPLICATION OF HIGH STANDARDS OF ETHICAL CONDUCT IN THE HEALTH INSURANCE INDUSTRY.D. TO PROVIDE AND PROMOTE A PROGRAM OF CONTINUING EDUCATION AND SELF-IMPROVEMENT FOR ASSOCIATION MEMBERS.E. TO INCREASE THE KNOWLEDGE AND PRINCIPLES, FUNCTIONS AND APPLICATIONS OF HEALTH INSURANCE AND DISABILITY INCOME PRODUCTS.F. TO PROMOTE EDUCATION, LEGISLATION, REGULATION AND PRACTICES WHICH ARE IN THE BEST INTEREST OF THE HEALTH INSURANCE INDUSTRY AND THE INSURING PUBLIC.G. TO ENCOURAGE ADEQUATE PROTECTION AGAINST THE HAZARDS OF DISABILITY AS PART OF A WELL-ROUNDED INSURANCE PROGRAM.H. TO DO SUCH THINGS AND TO CARRY OUT SUCH OTHER PROGRAMS SO AS TO FURTHER THE PURPOSES OF THE NATIONAL ASSOCIATION OF HEALTH UNDERWRITERS.I. CONTRIBUTION TO HUPAC.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • MONTHLY MEMBERSHIP MEETINGS WHICH SEEKS TO INFORM AND EDUCATE.
    Expenses $17,568
  • MEMBERSHIP SYMPOSIUM, FORUM, AND SPONSORING REPRESENTATIVES TO ATTEND REGIONAL AND NATIONAL CONFERENCES.
    Expenses $13,961
  • OTHER PROGRAM ACTIVITIES SUCH AS AWARDS, SCHOLARSHIPS, INDUSTRY PROMOTING EFFORTS AND CHARITABLE GRANTS
    Expenses $7,484

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
45-4425348
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2012
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$28,433
Income (IRS master file)
$57,793

Revocation and reinstatement

Exemption revoked
November 15, 2010
Posted by the IRS
October 8, 2012
Reinstated
Effective June 15, 2011

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$43,550$40,956$28,433XML
990-EZJune 2024$53,960$60,545$25,839XML
990-EZJune 2023$55,585$54,278$32,424XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS
990-N for 2016
Officer: Alan Bryan
June 30, 2017≤ $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 45-4425348).

Questions about NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS TULSA INC

What is the EIN of NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS TULSA INC?
The employer identification number (EIN) of NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS TULSA INC is 45-4425348.
Is NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS TULSA INC tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2010 and reinstated it effective June 15, 2011.
Are donations to NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS TULSA INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS TULSA INC 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 & INSURANCE PROFESSIONALS TULSA INC 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 NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS TULSA INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who is the principal officer of NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS TULSA INC?
The 990-N for 2016 names Alan Bryan.
Who are the officers and directors of NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS TULSA INC?
The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does NATIONAL ASSOCIATION OF BENEFITS & INSURANCE PROFESSIONALS TULSA INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $43,550, expenses of $40,956 and total assets of $28,433 at year end.

Other nonprofits in TULSA

All nonprofits in TULSA · Oklahoma · Community improvement and capacity building