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NATIONAL ASSOCIATION OF INDEPENDENT LIFE BROKERAGE AGENCIES: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NATIONAL ASSOCIATION OF INDEPENDENT LIFE BROKERAGE AGENCIES (EIN 36-3209661)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-04-30
IRS object ID
201501209349301255
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-30T15:39:30-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521855942PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TATE AND TRYONBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 L STREET NW SUITE 400AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20036ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363209661EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL ASSOCIATION OF INDEPENDENTBusinessNameLine1
Business Name Line2LIFE BROKERAGE AGENCIESBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone7033833081PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111325 RANDOM HILLS ROAD NO 110AddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22030ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACK CHIASSONPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone7033833081PhoneNum
Signature2015-04-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFREDERICK LONGWOODPreparerPersonNm
PTINP00439715PTIN
Phone2022932200PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1NAILBABusinessNameLine1
FieldValueIRS element (for citing)
Principal OfficerJACK CHIASSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111325 RANDOM HILLS ROAD NO 110AddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22030ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$4,858,313GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.NAILBA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionSERVE THE INTERESTS OF VALUE-ADDED, INDEPENDENTLY-OWNED LIFE BROKERAGE AGENCIES.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers65TotalVolunteersCnt
Total Gross UBI$395,054TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$550NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$2,973,698PYProgramServiceRevenueAmt
CY Program Service Revenue$2,817,039CYProgramServiceRevenueAmt
PY Investment Income$11,418PYInvestmentIncomeAmt
CY Investment Income$36,591CYInvestmentIncomeAmt
PY Other Revenue$9,242PYOtherRevenueAmt
CY Other Revenue-$1,160CYOtherRevenueAmt
PY Total Revenue$2,994,358PYTotalRevenueAmt
CY Total Revenue$2,852,470CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$959,179PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$989,147CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,814,096PYOtherExpensesAmt
CY Other Expenses$2,000,545CYOtherExpensesAmt
PY Total Expenses$2,773,275PYTotalExpensesAmt
CY Total Expenses$2,989,692CYTotalExpensesAmt
PY Revenues Less Expenses$221,083PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$137,222CYRevenuesLessExpensesAmt
Total Assets BOY$3,643,698TotalAssetsBOYAmt
Total Assets EOY$3,899,242TotalAssetsEOYAmt
Total Liabilities BOY$1,316,461TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,394,754TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,327,237NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,504,488NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE NATIONAL ASSOCIATION OF INDEPENDENT LIFE BROKERAGE AGENCIES (NAILBA) IS THE PREMIERE INSURANCE INDUSTRY ORGANIZATION PROMOTING FINANCIAL SECURITY AND CONSUMER CHOICE THROUGH THE USE OF INDEPENDENT BROKERAGE DISTRIBUTION. NAILBA MEMBER AGENCIES REPRESENT 250,000 PRODUCERS WHO DELIVER MORE THAN FOUR BILLION DOLLARS IN FIRST YEAR LIFE INSURANCE PREMIUMS ANNUALLY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescANNUAL MEETING - FACILITATED THE EXCHANGE OF INFORMATION CONCERNING INDEPENDENT LIFE BROKERAGE AGENCIES VIA WORKSHOPS AND PRESENTATIONS BY VARIOUS SPEAKERS. ATTENDANCE - APPROXIMATELY 1,300.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPUBLICATIONS - DISSEMINATED TECHNICAL AND GENERAL INFORMATION RELATING TO INDUSTRY VIA A NEWSLETTER AND A MAGAZINE (PERSPECTIVES). CIRCULATION - APPROXIMATELY 1,100.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

DescDesc
LIFE FOUNDATION SUPPORT
MEMBERSHIP - EDUCATE THE LIFE AND HEALTH BROKERAGE COMMUNITY.
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Phone7033833081PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111325 RANDOM HILLS ROAD SUITE 110AddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22030ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
RAYMOND PHILLIPS
CHAIR2.000.00Yes (X)Yes (X)$0$0$0
BARBARA CROWLEY
CHAIR-ELECT2.000.00Yes (X)Yes (X)$0$0$0
DAVID LONG
SECRETARY/TRESURER2.000.00Yes (X)Yes (X)$0$0$0
DEXTER S UMEKUBO
IMMEDIATE PAST CHAIR2.000.00Yes (X)Yes (X)$0$0$0
DAVID P CHITTENDEN
DIRECTOR2.000.00Yes (X)$0$0$0
THOMAS L GILBERT
DIRECTOR2.000.00Yes (X)$0$0$0
MELINDA S MEYER
DIRECTOR2.000.00Yes (X)$0$0$0
JEFFREY D MOOERS
DIRECTOR2.000.00Yes (X)$0$0$0
DANIEL E PETERSON
DIRECTOR2.000.00Yes (X)$0$0$0
THOMAS RIEKSE JR
DIRECTOR2.000.00Yes (X)$0$0$0
JAMES SOREBO
DIRECTOR2.000.00Yes (X)$0$0$0
GEORGE C CHIP VAN DUSEN IV
DIRECTOR2.000.00Yes (X)$0$0$0
STEPHEN F WALTHER
DIRECTOR2.000.00Yes (X)$0$0$0
JACK CHIASSON
CHIEF EXECUTIVE OFFICER36.004.00Yes (X)$224,624$0$19,638
SUSAN HANING
DIR. BUSINESS DEVELOPMENT37.502.50$154,702$0$13,506Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$379,326TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$33,144TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
WASHINGTON SPEAKERS BUREAU
1663 PRINCE STREETALEXANDRIAVA22314SPEAKERS FEES$136,210
BLUE HOUSE
2168 WISCONSIN AVE NWWASHINGTONDC20007PRINTING$124,374
FUSION PRODUCTIONS
60 BARRETT DRIVE SUITE EWEBSTERNY14580AUDIO-VISUAL$101,038
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ANNUAL MEETING900099$1,880,542$1,880,542
MEMBERSHIP DUES900099$508,838$508,838
MARKETING/COMM.541800$395,054$395,054
CONTRACT REVENUE900099$32,605$32,605
FieldValueIRS element (for citing)
Total Program Service Revenue$2,817,039TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,809TotalRevenueColumnAmt
Exclusion$27,809ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,987,135SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,978,353SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$8,782SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,782TotalRevenueColumnAmt
Exclusion$8,782ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$13,039FundraisingGrossIncomeAmt
Fundraising Direct Expenses$27,490FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$14,451TotalRevenueColumnAmt
Exclusion-$14,451ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
OTHER900099$8,491$8,491
REIMBURSEMENT900099$4,800$4,800
FieldValueIRS element (for citing)
Other Revenue Total$13,291OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,852,470TotalRevenueColumnAmt
Related Or Exempt Func Income$2,421,985RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$395,054UnrelatedBusinessRevenueAmt
Exclusion$35,431ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$421,068TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$457,859TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,252TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$44,176TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$55,792TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$7,037TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$74,193TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,924TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$68,282TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$42,609TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,438TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$129,606TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$13,154TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$978,767TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,827TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$30,086TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
SPEAKER FEES$289,405
PRINTING/GRAPHIC DESIGN$153,409
BANK/CREDIT CARD FEES$71,435
DUES & SUBSCRIPTIONS$47,467

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$52,906TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,989,692TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$728,150BOYAmt
EOY$295,472EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$996,991BOYAmt
EOY$399,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,511BOYAmt
EOY$9,441EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$222,077BOYAmt
EOY$173,331EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$108,518LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$78,674LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$42,670BOYAmt
EOY$29,844EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,622,536BOYAmt
EOY$2,977,269EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,763BOYAmt
EOY$14,885EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,643,698BOYAmt
EOY$3,899,242EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$74,034BOYAmt
EOY$16,183EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,241,801BOYAmt
EOY$1,378,571EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$626BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,316,461BOYAmt
EOY$1,394,754EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,327,237BOYAmt
EOY$2,504,488EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,327,237BOYAmt
EOY$2,504,488EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,643,698BOYAmt
EOY$3,899,242EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$137,222ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$314,473NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Section527 Political Org Section527PoliticalOrgGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1NAILBA PACBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line111325 RANDOM HILLS RD 110AddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22030ZIPCode
FieldValueIRS element (for citing)
EIN204629871EIN
Contributions Rcvd Dlvr$11,180ContributionsRcvdDlvrAmt
FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$508,838DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$125,785NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$239,679NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$365,464NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$25,442AggregateReportedDuesNtcAmt
Carried Over$340,022CarriedOverAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,982OtherCostOrOtherBasisAmt
Depreciation$35,295DepreciationAmt
Book Value$15,687BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$28,142OtherCostOrOtherBasisAmt
Depreciation$16,832DepreciationAmt
Book Value$11,310BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,394OtherCostOrOtherBasisAmt
Depreciation$26,547DepreciationAmt
Book Value$2,847BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$29,844TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationUNRELATED BUSINESS INCOME PERTAINING TO ACTIVITIES NOT DIRECTLY RELATED TO ITS NONPROFIT PURPOSE IS SUBJECT TO INCOME TAXES. THERE WAS NO TAXABLE UNRELATED BUSINESS INCOME DURING THE YEARS ENDED JUNE 30, 2014 AND 2013. THE ORGANIZATION RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO INCOME TAXES IN ADMINISTRATIVE EXPENSES ON THE COMBINED STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS. THERE IS NO PROVISION IN THESE COMBINED FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2014 AND 2013. TAX YEARS PRIOR TO 2010 ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE TAX JURISDICTIONS OF THE STATE OF ILLINOIS AND THE COMMONWEALTH OF VIRGINIA.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JACK CHIASSON
CHIEF EXECUTIVE OFFICER$201,624$0$0$0$23,000$0$5,962$0$19,808$0$250,394$0$0$0
SUSAN HANING
DIR. BUSINESS DEVELOPMENT$103,198$0$47,159$0$4,345$0$2,837$0$13,136$0$170,675$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6REGULAR MEMBERSHIP. TO QUALIFY AS A REGULAR MEMBER AGENCY, AN AGENCY MUST SATISFY THE FOLLOWING QUALIFICATIONS: 1. THE AGENCY IS AN APPROPRIATELY LICENSED INDEPENDENT BROKERAGE AGENCY. 2. THE AGENCY DERIVES ITS PRIMARY INCOME FROM BROKERAGE DISTRIBUTION. 3. THE AGENCY IS FREE TO PLACE BUSINESS WITH ANY CARRIER. 4. THE AGENCY MAINTAINS, IN GOOD STANDING, A BROKERAGE GENERAL AGENTS CONTRACT WITH AT LEAST THREE (3) BROKERAGE CARRIERS. 5. THE AGENCY IS COMMITTED TO PROMOTING AND ADVOCATING THE INDEPENDENT BROKERAGE SYSTEM. 6. APPLICANTS MUST AGREE TO COMPLY WITH THE NAILBA BYLAWS AND PROMOTE THE TRADE AND BUSINESS OF INDEPENDENT INSURANCE BROKERAGE AGENCIES AND THE INTERESTS OF CONSUMERS SERVED BY SUCH AGENCIES ASSOCIATE MEMBERSHIP - AN ASSOCIATE MEMBER AGENCY CATEGORY HAS BEEN CREATED FOR THOSE AGENCIES WHICH MEET ALL THE ABOVE MENTIONED CRITERIA WITH THE EXCEPTION OF THE NUMBER OF DIRECT REPORTING CONTRACTS. THESE AGENCIES WILL CLEARLY NEED TO BE IN THE INDEPENDENT WHOLESALE BROKERAGE BUSINESS AND ARE AN INDEPENDENT WHOLESALE BROKERAGE LIFE OR HEALTH AGENCY. THIS CATEGORY REPRESENTS THE INDEPENDENT AGENCY WHICH HAS "ROLLED UP" THEIR DIRECT REPORTING CONTRACTS UNDER A JOINT MARKETING MASTER AGREEMENT. THE FIRM HOLDING THE MASTER AGREEMENTS WILL HAVE TO BE A REGULAR MEMBER AGENCY (AS OUTLINED ABOVE) WITH ALL CURRENT DUES PAID AND SHOULD THE AGENCY NOT RENEW THEIR DUES, THEN THE AFFECTED ASSOCIATE AGENCY WILL HAVE TO SURRENDER THEIR MEMBERSHIP. PROVISIONAL MEMBER AGENCY - AN AGENCY THAT WOULD OTHERWISE QUALIFY AS A REGULAR MEMBER AGENCY, EXCEPT THAT IT DOES NOT SATISFY THE REQUIREMENTS OF SUBSECTION (A) (1), MAY BE A PROVISIONAL MEMBER FOR A PERIOD OF NOT MORE THAN 2 CONSECUTIVE YEARS. A PROVISIONAL MEMBER AGENCY SHALL HAVE ALL OF THE RIGHTS AND PRIVILEGES OF A REGULAR MEMBER AGENCY. MEMBER EMERITUS - THIS CATEGORY SHALL BE FOR A RETIRED PRINCIPAL FROM A NAILBA MEMBER AGENCY, OR FOR AN AGENCY PRINCIPAL WHO NO LONGER QUALIFIES FOR MEMBERSHIP AS A REGULAR MEMBER. THE INDIVIDUALS AGENCY (OR FORMER AGENCY) SHALL HAVE NO LESS THAN FIVE (5) CONTINUOUS YEARS OF NAILBA MEMBERSHIP, IN GOOD STANDING, PRIOR TO RETIREMENT. MEMBERSHIP BENEFITS UNDER THIS CATEGORY ARE LIMITED TO THE INDIVIDUAL WHO IS GRANTED MEMBERSHIP, NOT FOR ANY OTHERS IN THE PRINCIPALS FORMER AGENCY. PAST CHAIRMAN MEMBERSHIP - THIS CATEGORY SHALL BE FOR NAILBA PAST CHAIRMAN WHO NO LONGER QUALIFY FOR MEMBERSHIP UNDER ANY OTHER CATEGORY. IN RECOGNITION OF PAST SERVICE TO THE ASSOCIATION, MEMBERSHIP WILL BE GRANTED TO PAST CHAIRMAN UPON SUBMISSION OF A MEMBERSHIP APPLICATION AND PAYMENT OF REGULAR AGENCY DUES. MEMBERSHIP WILL BE FOR THE INDIVIDUAL ONLY; MEMBER BENEFITS WILL NOT EXTEND TO EMPLOYEES OF THE PAST CHAIRMAN'S CURRENT AFFILIATION. HONORARY MEMBERSHIP - THIS CATEGORY SHALL BE FOR A FORMER MEMBER OF THE ASSOCIATION WHO SHALL HAVE A HISTORY OF AT LEAST 5 YEARS OF CONTINUOUS NAILBA MEMBERSHIP AND WHO NO LONGER QUALIFIES FOR MEMBERSHIP UNDER ANOTHER CATEGORY. CANDIDATES FOR HONORARY MEMBERSHIP MUST HAVE COMMITTED SUBSTANTIAL EFFORTS TO ENHANCE THE GOALS OF THE ASSOCIATION DURING THE COURSE OF BEING A MEMBER. HONORARY MEMBERS MUST BE APPROVED BY A TWO THIRDS VOTE OF THE BOARD OF DIRECTORS. BENEFITS OF THIS CLASS OF MEMBERSHIP SHALL INCLUDE REGISTRATION AT BOTH NAILBA ANNUAL MEETINGS, THE MAGAZINE PERSPECTIVES, THE E MAIL NEWSLETTER NAILBA NOW, AND OTHER NAILBA COMMUNICATIONS. ANNUAL DUES FOR HONORARY MEMBERS SHALL BE SET BY THE BOARD OF DIRECTORS. MARKETING GROUP MEMBERSHIP - A NATIONAL MARKETING GROUP WHOSE MEMBERSHIP IS COMPRISED PRIMARILY OF WHOLESALE BROKERAGE GENERAL AGENCIES THAT WORK WITHIN THE BROKERAGE INDUSTRY MAY QUALIFY FOR NAILBA MEMBERSHIP UNDER THE FOLLOWING CONDITIONS: - THE MARKETING GROUP MUST EMPLOY AT LEAST ONE FULL-TIME STAFF PERSON WHOSE RESPONSIBILITIES FOCUS SOLELY ON THE MANAGEMENT OF THAT MARKETING GROUP. - THE MARKETING GROUP MUST HAVE NO FEWER THAN SIX (6) MEMBER AGENCIES. - THE MARKETING GROUP MUST SUPPLY A LIST OF ITS MEMBERS TO NAILBA ALONG WITH THE OTHER REQUIRED DOCUMENTATION NECESSARY FOR CONSIDERATION FOR NAILBA MEMBERSHIP. - THE MARKETING GROUP SHOULD STRONGLY ENCOURAGE ITS MEMBERS TO ALSO BE NAILBA MEMBERS. IT SHOULD BE WILLING TO PROVIDE OPPORTUNITIES FOR NAILBA TO EXPLAIN AND DISCUSS THE BENEFITS OF NAILBA MEMBERSHIP TO ITS MEMBERS (AT ITS ANNUAL MEETING, OR OTHER GATHERINGS OF ITS MEMBERSHIP). DUES FOR MARKETING GROUP MEMBERS WILL BE THE SAME AS FOR REGULAR MEMBERSHIP. A MARKETING GROUP THAT IS ACCEPTED FOR MEMBERSHIP SHALL BE ENTITLED TO THE RIGHTS AND PRIVILEGES OF A REGULAR MEMBER EXCEPT FOR THE RIGHT TO VOTE ON MATTERS SUBMITTED TO A VOTE OF THE MEMBERS. THE RIGHT TO VOTE IS RESERVED FOR INDIVIDUAL MEMBER AGENCIES.
FORM 990, PART VI, SECTION A, LINE 7AEACH REGULAR MEMBER AGENCY SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 8BNAILBA'S COMMITTEE'S DO NOT MAKE DECISIONS ABOUT THE GOVERNANCE OF THE ORGANIZATION; THEY MAKE RECOMMENDATIONS TO THE BOARD, AND THE BOARD MAKES THE DECISION.
FORM 990, PART VI, SECTION B, LINE 11PRIOR TO SUBMISSION, THE COMPLETED 990 IS SENT TO EACH BOARD MEMBER VIA EMAIL "RETURN RECEIPT" REQUESTED.
FORM 990, PART VI, SECTION B, LINE 12CEACH INDIVIDUAL BOARD MEMBER IS ASKED TO SIGN THE ORGANIZATION'S ANTI-TRUST AND CONFLICT OF INTEREST STATEMENTS ONCE EACH YEAR. ADDITIONALLY, AT THE BEGINNING OF EACH MEETING (IN PERSON OR BY CONFERENCE CALL) EACH BOARD MEMBER IS REQUIRED TO "ACKNOWLEDGE" THAT THEIR AGREEMENT WITH THOSE POLICIES REMAINS IN EFFECT.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE DIRECTOR HAS AN EMPLOYMENT AGREEMENT WITH THE ORGANIZATION. UPON EACH RENEWAL, THE COMPENSATION IS REVIEWED AND COMPARED TO OTHER ORGANIZATIONS OF THE SAME STAFF AND BUDGET SIZE TO ENSURE THAT IT IS NEITHER TOO HIGH NOR TOO LOW. THIS COMPARISON INFORMATION IS OBTAINED FROM SOURCES SUCH AS THE ASAE ANNUAL COMPENSATION SURVEY. REVIEW IS CONDUCTED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19ANY TIME A REQUEST TO VIEW ANY OF THESE DOCUMENTS IS MADE, THE INDIVIDUAL IS ASKED TO MAKE AN APPOINTMENT TO VIEW THEM IN THE HQ OFFICE.
FORM 990, PART XI, LINE 2B:THE ASSOCIATION'S FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS.
FORM 990, PART XII, LINE 2C:THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
NAILBA FOUNDATION
11325 RANDOM HILLS ROADFAIRFAXVA22030562448850PROVIDE GRANTS FUNDS TO ORG. WITH GREAT PURPOSE AND LITTLE ECONOMIC RESOURCEVA501(C) 3509 (A) (3)NAILBA0
NAILBA PAC
11325 RANDOM HILLS ROADFAIRFAXVA22030204629871PROMOTE PUBLIC POLICIES TO FURTHER THE INTERESTS AND NEEDS OF ILBAVASECTION 527NAILBA0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd