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Nonprofit · EIN 31-6060582

NATIONAL ASSOCIATION OF BENEFIT AND INSURANCE PROFESSIONALS

Tax-exempt · WESTLAKE, OH 44145

Financials

$254K$654K2023$216K$208K2024$230K$117K2025
Revenue Expenses · by fiscal year end
Financials of NATIONAL ASSOCIATION OF BENEFIT AND INSURANCE PROFESSIONALS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$229,666$116,823$112,843$148,051$0$148,051
December 31, 2024990$216,062$207,726$8,336$35,208$0$35,208
December 31, 2023990$253,894$653,847-$399,953$26,872$0$26,872
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$206,134
Investment income
$0
Other revenue
$23,532

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$2,850
Program services (functional)
$102,602
Management and general (functional)
$14,221

Balance sheet and other

Total assets, start of year
$35,208
Total assets, end of year
$148,051
Total liabilities, end of year
$0
Net assets, end of year
$148,051
Net assets without donor restrictions
$148,051
Gross receipts
$229,666
Employees
0
Volunteers
16
Year formed
1999
State of legal domicile
OH

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
JENNIFER KAUFFMANPRESIDENT
Trustee or director, Officer
2$0
BILL BARRETTIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
2$0
SHERRI RUTTERVICE PRESIDENT
Trustee or director, Officer
2$0
DEE MCFARLANDPRESIDENT-ELECT
Trustee or director, Officer
2$0
RICHARD MUCCIOSECRETARY/TREASURER
Trustee or director, Officer
2$0
990 for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
SHERI MASKOW TERMINATED 42024NABIP ADMIN
Trustee or director, Officer
2$0
JENNIFER KAUFFMANPRESIDENT
Trustee or director, Officer
2$0
BILL BARRETTIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
2$0
SHERRI RUTTERVICE PRESIDENT
Trustee or director, Officer
2$0
DEE MCFARLANDPRESIDENT-ELECT
Trustee or director, Officer
2$0
RICHARD MUCCIOSECRETARY/TREASURER
Trustee or director, Officer
2$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
SHERI MASKOWNABIP ADMIN
Trustee or director, Officer
2$0
JENNIFER KAUFFMANPRESIDENT ELECT
Trustee or director, Officer
2$0
BILL BARRETTPRESIDENT
Trustee or director, Officer
2$0
SHERRI RUTTERSECRETARY/TREASURER
Trustee or director, Officer
2$0
DEE MCFARLANDVICE PRESIDENT
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
24976 CENTER RIDGE RD, WESTLAKE, OH 44145-5611
In care of
% DEE MCFARLAND
Principal officer (990 for 2025)
LESLIE JAMES, 24976 CENTER RIDGE ROAD, WESTLAKE, OH 44145
Signed the 990
LESLIE JAMES, TREASURER
Phone
(440) 250-9460
Return prepared by
CARD PALMER SIBBISON & CO

Mission

ORGANIZATION PROVIDES EDUCATION AND INFORMATION FOR LICENSED HEALTH INSURANCE AGENTS AND BROKERS THROUGHOUT OHIO

990 for the year ended December 31, 2025

Program accomplishments

  • MEETINGS WITH LEGISLATORS TO PROMOTE HEALTH UNDERWRITERS ISSUES AND CONCERNS.
    Expenses $76,090
  • ATTENDANCE AT VARIOUS LOCAL AND NATIONAL SYPOSIUMS TO LEARN ISSUES AND CONCERNS AND DISCUSS TOPICS AFFECTING THE HEALTH INSURANCE INDUSTRY.
    Expenses $8,503
  • PROVIDE CONTINUING EDUCATION THROUGH THE OHIO DEPARTMENT OF INSURANCE.
    Expenses $18,009

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-6060582
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1952
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$148,051
Income (IRS master file)
$229,666

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$229,666$116,823$148,051XML
990December 2024$216,062$207,726$35,208XML
990December 2023$253,894$653,847$26,872XML
990December 2022$159,271$185,185$426,825IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––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 31-6060582).

Questions about NATIONAL ASSOCIATION OF BENEFIT AND INSURANCE PROFESSIONALS

What is the EIN of NATIONAL ASSOCIATION OF BENEFIT AND INSURANCE PROFESSIONALS?
The employer identification number (EIN) of NATIONAL ASSOCIATION OF BENEFIT AND INSURANCE PROFESSIONALS is 31-6060582.
Is NATIONAL ASSOCIATION OF BENEFIT AND INSURANCE PROFESSIONALS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1952.
Are donations to NATIONAL ASSOCIATION OF BENEFIT AND INSURANCE PROFESSIONALS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NATIONAL ASSOCIATION OF BENEFIT 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 BENEFIT AND INSURANCE PROFESSIONALS due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NATIONAL ASSOCIATION OF BENEFIT AND INSURANCE PROFESSIONALS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of NATIONAL ASSOCIATION OF BENEFIT AND INSURANCE PROFESSIONALS?
The 990 for the year ended December 31, 2025 names LESLIE JAMES.
Who are the officers and directors of NATIONAL ASSOCIATION OF BENEFIT AND INSURANCE PROFESSIONALS?
The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does NATIONAL ASSOCIATION OF BENEFIT AND INSURANCE PROFESSIONALS have?
On its 990 for the year ended December 31, 2025 it reported revenue of $229,666, expenses of $116,823 and total assets of $148,051 at year end.

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