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Nonprofit · EIN 95-4252056

NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS CALIFO

Tax-exempt · CRANFORD, NJ 07016

Financials

$380K$597K2022$511K$526K2023$439K$457K2024
Revenue Expenses · by fiscal year end
Financials of NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS CALIFO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$439,105$456,985-$17,880$92,923$43,311$49,612
June 30, 2024990$511,351$526,273-$14,922$134,625$67,162$67,463
June 30, 2023990$379,978$597,146-$217,168$145,136$62,366$82,770
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$430,672
Investment income
$3,512
Other revenue
$4,921

Expenses

Grants and similar amounts paid
$2,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$145,685
Accounting fees
$1,850
Travel
$6,014

Balance sheet and other

Total assets, start of year
$134,625
Total assets, end of year
$92,923
Total liabilities, end of year
$43,311
Net assets, end of year
$49,612
Net assets without donor restrictions
$49,612
Gross receipts
$439,105
Employees
0
Volunteers
16
Year formed
1989
State of legal domicile
CA

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Tim KanterImm Past Pres
Trustee or director, Officer
2$0
Irma RomeroVP Membership
Trustee or director, Officer
2$0
Shannon ZajecVP Finance
Trustee or director, Officer
2$0
Dawn McFarlandPresident-elect
Trustee or director, Officer
2$0
Manny AlcaineVP Prof Dev
Trustee or director, Officer
2$0
Paul RobertsVP Legislation
Trustee or director, Officer
2$0
Vanessa IgancioVP Pub Affairs
Trustee or director, Officer
2$0
Jack HolderVP PAC
Trustee or director, Officer
2$0
Kerri SanfordDEIB Chair
Trustee or director, Officer
2$0
Pat StifflerAwards Chair
Trustee or director, Officer
2$0
Pat BurnsVP Com Outreach
Trustee or director, Officer
2$0
Henry RomeroMedicare Co-Chr
Trustee or director, Officer
2$0
Elizabeth UnderhillVP Corp Rel
Trustee or director, Officer
2$0
Kristie ScavardaVP Comm
Trustee or director, Officer
2$0
Rod OwenMemb Ret Chair
Trustee or director, Officer
2$0
2 more people on this return
NameTitleHours / weekCompensation
Rosamaria MarrujoPresident
Trustee or director, Officer
2$0
Sharon FrankExecutive Dir.
Officer
40$0
990 for the year ended June 30, 2024: 16 people
NameTitleHours / weekCompensation
Tim KanterPresident
Trustee or director, Officer
2$0
Irma RomeroVP Membership
Trustee or director, Officer
2$0
Shannon ZajecVP Finance
Trustee or director, Officer
2$0
Dawn McFarlandVP Prof Devel
Trustee or director, Officer
2$0
Sue Wakamoto-LeeImm Past Pres
Trustee or director, Officer
2$0
Paul RobertsVP Legislation
Trustee or director, Officer
2$0
Vanessa IgancioVP Com Outreach
Trustee or director, Officer
2$0
Jack HolderVP PAC
Trustee or director, Officer
2$0
Kerri SanfordMedicare Co Chr
Trustee or director, Officer
2$0
Pat StifflerAwards Chair
Trustee or director, Officer
2$0
Charlotte McPhersonVP Pub Affairs
Trustee or director, Officer
2$0
Elizabeth UnderhillVP Corp Rel
Trustee or director, Officer
2$0
Kristie ScavardaVP Comm
Trustee or director, Officer
2$0
David GarciaMedicare Chair
Trustee or director, Officer
2$0
Rosamaria MarrujoPresident-Elect
Trustee or director, Officer
2$0
Lisa StrugExecutive Dir.
Officer
40$0
990 for the year ended June 30, 2023: 17 people
NameTitleHours / weekCompensation
Tim KanterPresident Elect
Trustee or director, Officer
2$0
Brad DavisImme. Past Pres
Trustee or director, Officer
2$0
Irma RomeroVP Membership
Trustee or director, Officer
2$0
Cathy LittleVP Finance
Trustee or director, Officer
2$0
Dawn McFarlandVP Legislation
Trustee or director, Officer
2$0
Sue Wakamoto-LeePresident
Trustee or director, Officer
2$0
Heather SiemsVanguard Chair
Trustee or director, Officer
2$0
Vanessa IgancioVP Com Outreach
Trustee or director, Officer
2$0
Jack HolderVP Prof Devel
Trustee or director, Officer
2$0
Dede Kennedy-SimingtonVP PAC
Trustee or director, Officer
2$0
Pat StifflerAwards Chair
Trustee or director, Officer
2$0
Charlotte McPhersonVP Pub Affairs
Trustee or director, Officer
2$0
Samantha SidersVP Corp Rel
Trustee or director, Officer
2$0
Kristie ScavardaVP Comm
Trustee or director, Officer
2$0
David GarciaMedicare Chair
Trustee or director, Officer
2$0
Rosamaria MarrujoMedicare Chair
Trustee or director, Officer
2$0
Nathan CarlsonExec. Director
Officer
40$0

Address and contacts

Address (IRS master file)
312 NORTH AVE E STE 5, CRANFORD, NJ 07016-2464
Principal officer (990 for 2024)
Rosamaria Marrujo, 312 North Ave East Suite 5, Cranford, NJ 07016
Signed the 990
Sharon Frank, Executive Dir.
Phone
(908) 789-0700
Return prepared by
John Waddell & Co CPAs

Mission

Promote the common business interests of those involved in the health insurance industry.

990 for the year ended June 30, 2025

Program accomplishments

  • Promoted the adoption and application of standards of ethical conduct in the profession.
  • Held annual Health Care Summit and provided encouragement and coordinated communication among various local associations.
  • Provided legislative updates, perspectives on the direction of California, and information on new and emerging issues.

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 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
95-4252056
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1990
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$92,923
Income (IRS master file)
$439,105

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$439,105$456,985$92,923XML
990June 2024$511,351$526,273$134,625XML
990June 2023$379,978$597,146$145,136XML
990June 2022$574,833$595,762$401,385IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 95-4252056).

Questions about NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS CALIFO

What is the EIN of NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS CALIFO?
The employer identification number (EIN) of NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS CALIFO is 95-4252056.
Is NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS CALIFO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1990.
Are donations to NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS CALIFO 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 CALIFO 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 CALIFO 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 AND INSURANCE PROFESSIONALS CALIFO last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS CALIFO?
The 990 for the year ended June 30, 2025 names Rosamaria Marrujo.
Who are the officers and directors of NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS CALIFO?
The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
How much revenue does NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS CALIFO have?
On its 990 for the year ended June 30, 2025 it reported revenue of $439,105, expenses of $456,985 and total assets of $92,923 at year end.

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