Skip to main content

Nonprofit · EIN 85-4088525

NATIONAL ALLIANCE OF PENSION PLAN ADMINISTRATORS

Tax-exempt · TEMPE, AZ 85282

Financials

$216K$180K2022$272K$224K2023$242K$232K2024
Revenue Expenses · by fiscal year end
Financials of NATIONAL ALLIANCE OF PENSION PLAN ADMINISTRATORS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$242,305$232,423$9,882$159,021$0$159,021
December 31, 2023990$272,370$223,905$48,465$149,139$0$149,139
December 31, 2022990$216,107$179,536$36,571$100,674$0$100,674
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$237,970
Membership dues
$187,970
Program service revenue
$0
Investment income
$4,335
Other revenue
$0

Expenses

Grants and similar amounts paid
$10,250
Other salaries and wages
$130,000
Salaries, compensation and benefits (total)
$130,000
Professional fundraising fees
$0
Legal fees
$509
Accounting fees
$750
Travel
$3,417

Balance sheet and other

Total assets, start of year
$149,139
Total assets, end of year
$159,021
Total liabilities, end of year
$0
Net assets, end of year
$159,021
Gross receipts
$242,305
Employees
0
Volunteers
0
Year formed
2020
State of legal domicile
AZ

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.

NameTitleHours / weekCompensation
PAT SHELTONEXEC COMM OFFICER
Officer
2$0
AMY HADDANEXEC COMM OFFICER
Officer
2$0
DEBBIE ZIMMEREXEC COMM OFFICER
Officer
2$0
PARRISH PETTEYEXEC COMM OFFICER
Officer
2$0
THERESA CONTIEXECUTIVE DIRECTOR
Officer
2$0
NICK ZAPFEXEC COMM OFFICER
Officer
2$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BOB CARROLLEXEC COMM OFFICER
Officer
2$0
ANN SLOTWINSKIEXECUTIVE DIRECTOR
Officer
2$0
DEBBIE ZIMMEREXEC COMM OFFICER
Officer
2$0
PARRISH PETTEYEXEC COMM OFFICER
Officer
2$0
990 for the year ended December 31, 2022: 4 people
NameTitleHours / weekCompensation
JOSEPH BURTEXE COMM OFF
Officer
–$0
PARRISH PETTEYEXEC COMM OF
Officer
–$0
ANN SLOTWINSKIEXECUTIVE DI
Officer
–$0
DEBBIE ZIMMEREXEC COMM OF
Officer
–$0

Address and contacts

Address (IRS master file)
2307 S RURAL RD, TEMPE, AZ 85282-2424
In care of
% ELLIS CARTER
Principal officer (990 for 2024)
DEBBIE ZIMMER, 2307 S RURAL, TEMPE, AZ 85282
Signed the 990
DEBBIE ZIMMER, EXEC COMM OFFICER
Phone
(480) 968-5363
Return prepared by
CARY MILLAR PC

Mission

SEE SCHEDULE O

990 for the year ended December 31, 2024

Program accomplishments

  • OUR GROUP OF HIGH-PERFORMING, LIKE-MINDED RETIREMENT PLAN CONSULTANTS(TPAS) EXIST TO HELP OUR INDUSTRY, ORGANIZATIONS, PLAN SPONSORS, AND PLANPARTICIPANTS THRIVE IN ANY RETIREMENT PLAN SITUATION IMAGINABLE.PURPOSEFULLY BUILT AROUND OUR UNCONVENTIONAL DIVERSITY, WE GUIDE OURCLIENTS AND INDUSTRY TOWARD RETIREMENT RESULTS WITH GREAT CONFIDENCE.
  • N/A
  • N/A

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
85-4088525
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2021
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$159,021
Income (IRS master file)
$242,305

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$242,305$232,423$159,021IRS
990December 2023$272,370$223,905$149,139XML
990December 2022$216,107$179,536$100,674XML
990December 2021–––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 85-4088525).

Questions about NATIONAL ALLIANCE OF PENSION PLAN ADMINISTRATORS

What is the EIN of NATIONAL ALLIANCE OF PENSION PLAN ADMINISTRATORS?
The employer identification number (EIN) of NATIONAL ALLIANCE OF PENSION PLAN ADMINISTRATORS is 85-4088525.
Is NATIONAL ALLIANCE OF PENSION PLAN ADMINISTRATORS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2021.
Are donations to NATIONAL ALLIANCE OF PENSION PLAN ADMINISTRATORS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NATIONAL ALLIANCE OF PENSION PLAN ADMINISTRATORS 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 ALLIANCE OF PENSION PLAN ADMINISTRATORS 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 ALLIANCE OF PENSION PLAN ADMINISTRATORS 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 ALLIANCE OF PENSION PLAN ADMINISTRATORS?
The 990 for the year ended December 31, 2024 names DEBBIE ZIMMER.
Who are the officers and directors of NATIONAL ALLIANCE OF PENSION PLAN ADMINISTRATORS?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does NATIONAL ALLIANCE OF PENSION PLAN ADMINISTRATORS have?
On its 990 for the year ended December 31, 2024 it reported revenue of $242,305, expenses of $232,423 and total assets of $159,021 at year end.

Other nonprofits in TEMPE

All nonprofits in TEMPE · Arizona · Community improvement and capacity building