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NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS (EIN 36-2144394)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201543209349312689
Schema version
2014v5.0
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)
Return2015-11-16T16:07:43-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14250 N FAIRFAX DRIVE SUITE 1020AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22203ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362144394EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL ASSOCIATION OF HEALTH UNDERWRITERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone2025953696PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 NEW YORK AVENUE NW NO 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANET TRAUTWEINPersonNm
Person TitleEXECUTIVE VICE PRESIDENT & CEOPersonTitleTxt
Phone2025953696PhoneNum
Signature2015-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA LAFFERTYPreparerPersonNm
PTINP01222987PTIN
Phone5712279500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJANET TRAUTWEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 NEW YORK AVENUE NW NO 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,815,982GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.NAHU.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1930FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionADVOCATE FOR MEMBERS, PROVIDE PROFESSIONAL DEVELOPMENT, DELIVER RESOURCES TO PROMOTE EXCELLENCE.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee33TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$608,289TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$285,716NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$6,537,513PYProgramServiceRevenueAmt
CY Program Service Revenue$6,479,856CYProgramServiceRevenueAmt
PY Investment Income$15,975PYInvestmentIncomeAmt
CY Investment Income$30,687CYInvestmentIncomeAmt
PY Other Revenue$1,921,262PYOtherRevenueAmt
CY Other Revenue$998,159CYOtherRevenueAmt
PY Total Revenue$8,474,750PYTotalRevenueAmt
CY Total Revenue$7,508,702CYTotalRevenueAmt
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$3,463,808PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,681,769CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,957,035PYOtherExpensesAmt
CY Other Expenses$4,279,236CYOtherExpensesAmt
PY Total Expenses$7,420,843PYTotalExpensesAmt
CY Total Expenses$7,961,005CYTotalExpensesAmt
PY Revenues Less Expenses$1,053,907PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$452,303CYRevenuesLessExpensesAmt
Total Assets BOY$4,873,415TotalAssetsBOYAmt
Total Assets EOY$4,438,198TotalAssetsEOYAmt
Total Liabilities BOY$3,156,744TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,166,283TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,716,671NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,271,915NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionNAHU WILL IMPROVE ITS MEMBERS' ABILITY TO MEET THE HEALTH, FINANCIAL AND RETIREMENT SECURITY NEEDS OF ALL AMERICANS THROUGH EDUCATION, ADVOCACY AND PROFESSIONAL DEVELOPMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescCONVENTION/LPRT- OUR ANNUAL CONVENTION PROVIDES A FORUM FOR THE EXCHANGE OF MANAGEMENT, TECHNOLOGY, AND INDUSTRY BEST PRACTICES. IT ALSO PROVIDES A MEANS FOR THE DISSEMINATION OF OTHER IMPORTANT TIMELY INFORMATION THAT ENABLES ATTENDEES TO BRING HIGHER VALUE TO THEIR CLIENTS. PRODUCERS WHO MEET CERTAIN QUALIFICATIONS RECEIVE SPECIAL RECOGNITION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescLEGISLATIVE PROGRAMS - OUR CAPITAL CONFERENCE PROVIDES AN ANNUAL FORUM FOR EXTENSIVE EDUCATION ON CURRENT LEGISLATIVE ISSUES. IT ALSO PROVIDES AN OPPORTUNITY FOR OUR MEMBERS TO MEET WITH AND HEAR FROM MEMBERS OF CONGRESS AND ADMINISTRATION AND TO LEARN ABOUT CURRENT LEGISLATIVE PROPOSALS. IT ALSO ALLOWS OUR MEMBERS TO SHARE THEIR EXPERIENCES WITH THEIR LEGISLATORS ON ISSUES FACING CONSUMERS OF HEALTH INSURANCE ALL OVER AMERICA.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescEDUCATION- EDUCATION PROGRAMS PROVIDE A MEANS TO ENSURE CONTINUING PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION TO MEET STATE LICENSING REQUIREMENTS. PROGRAMS INCLUDE ETHICS TRAINING AT NO COST TO MEMBERS ON AN ANNUAL BASIS, AS WELL AS MANY OTHER PROGRAMS WITH THE LATEST INFORMATION ON COMPLIANCE. PROGRAMS ARE PROVIDED AT BOTH THE LOCAL CHAPTER LEVEL AS WELL AS ONLINE AND THROUGH VARIOUS VIRTUAL OPPORTUNITIES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescCOMMUNICATION/PUBLICATIONS- MONTHLY NATIONAL MAGAZINE THAT PROVIDES INFORMATION OF INTEREST TO THE MEMBERSHIP AND INDUSTRY AS A WHOLE.Desc
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 LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document32IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee33EmployeeCnt
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 Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
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 CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
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 OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER B MURPHYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2025953696PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 NEW YORK AVENUE SUITE 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BRUCE D BENTON
PAST PRESIDENT15.00Yes (X)$0$0$0
THOMAS M HARTE
PRESIDENT/PAST PRESIDENT15.00Yes (X)$18,000$0$0
DONALD W GOLDMANN
VICE PRESIDENT/PRESIDENT-ELECT5.00Yes (X)$0$0$0
RYAN THORN
PRESIDENT/PRESIDENT-ELECT5.00Yes (X)$18,000$0$0
JAMES R STENGER
SECRETARY/TREASURER5.00Yes (X)$0$0$0
MICHAEL EMBRY
SECRETARY5.00Yes (X)$0$0$0
TROY COOK
REGION 4 VP5.00Yes (X)$0$0$0
RUSSELL RICE
REGION 6 VP5.00Yes (X)$0$0$0
MARSHA TELLESBORO
REGION 8 VP5.00Yes (X)$0$0$0
JULIE JENNINGS
REGION 1 VP5.00Yes (X)$0$0$0
R DANE RINEHARD
REGION 2 VP5.00Yes (X)$0$0$0
JOHNNY DAWKINS
SECRETARY/TREASURER5.00Yes (X)$0$0$0
PATRICIA GRIFFEY
REGION 3 VP5.00Yes (X)$0$0$0
JULIAN LAGO
REGION 5 VP5.00Yes (X)$0$0$0
ROSANNE WOLFE
REGION 7 VP5.00Yes (X)$0$0$0
DENISE VAN PUTTEN
MEMBERSHIP COMMITTEE CHAIR5.00Yes (X)$0$0$0
TREI WILD
LEGISLATIVE COUNCIL CHAIR5.00Yes (X)$0$0$0
ERICA GRIMM
MEMBERSHIP COMMITTEE CHAIR5.00Yes (X)$0$0$0
KENNETH STATZ
LEGISLATIVE COUNCIL CHAIR5.00Yes (X)$0$0$0
KELLY FRISTOE
REGION 6 VP5.00Yes (X)$0$0$0
LINDA ROSE KOEHLER
REGION 8 VP5.00Yes (X)$0$0$0
JANET TRAUTWEIN
EXECUTIVE VICE PRESIDENT60.00$300,779$0$25,207Yes (X)
JENNIFER MURPHY
SENIOR VP OF OPERATIONS & CFO45.00$188,998$0$27,792Yes (X)
JESSICA WALTMAN
SENIOR VP OF GOVERNMENT AF50.00$186,129$0$27,040Yes (X)
KELLY LOUSSEDES
VP OF PUBLIC RELATIONS40.00$173,655$0$26,678Yes (X)
ILLANA MAZE
SENIOR VP OF TECHNOLOGY &40.00$114,751$0$21,642Yes (X)
CHRISTOPHER HARTMAN
VP OF CONGRESSIONAL AFFAIR40.00$158,504$0$11,905Yes (X)
MARTIN CARR
VP OF COMMUNICATIONS40.00$106,688$0$18,729Yes (X)
FARREN BAER
VICE PRESIDENT OF EDUCATION40.00$108,508$0$23,014Yes (X)
JOHN GREENE
VP OF CONGRESSIONAL AFFAIR40.00$156,945$0$21,234Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,530,957TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$203,241TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BROWN PRINTING
PO BOX 704WASECAMN56093PRINTING MAGAZINE$276,142
KEYBRIDGE COMMUNICATIONS
1722-A WISCONSIN AVEWASHINGTONDC20007PR CONSULTANT$216,401
ERNST & YOUNG
PO BOX 640382PITTSBURGHPA15264LEGISLATIVE CONSULTANT$205,000
VANTAGE CONSTRUCTION
22636 DAVIS DR 125STERLINGVA20164CONSTRUCTION OF NEW OFFICE SPACE$107,634
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP DUES AND ASSESSMENTS900099$4,762,457$4,762,457
CONVENTIONS/CONFERENCES900099$921,580$737,180$184,400
ADVERTISING541800$795,819$187,530$608,289
FieldValueIRS element (for citing)
Total Program Service Revenue$6,479,856TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,687TotalRevenueColumnAmt
Exclusion$30,687ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$233,955TotalRevenueColumnAmt
Exclusion$233,955ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,307,280SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,307,280SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,191GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,191TotalRevenueColumnAmt
Related Or Exempt Func Income$1,191RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CERTIFICATION COURSE900099$496,985$496,985
CLASSROOM900099$108,093$108,093
AWARD APPLICATION FEES900099$67,085$67,085

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$90,850TotalRevenueColumnAmt
Related Or Exempt Func Income$90,850RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$763,013OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,508,702TotalRevenueColumnAmt
Related Or Exempt Func Income$6,451,371RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$608,289UnrelatedBusinessRevenueAmt
Exclusion$449,042ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$956,278TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,124,857TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$15,590TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$382,940TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$202,104TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$21,107TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,345TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$372,331TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$293,701TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$514,100TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$721,168TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$453,620TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$251,448TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$862,987TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$141,491TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,241TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CERTIFICATION COURSES$246,211
UBI TAX$92,725
PUBLICATION EXPENSE$90,754
SOFTWARE LICENSE FEES$56,487

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$118,520TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,961,005TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$500BOYAmt
EOY$500EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,890,423BOYAmt
EOY$2,480,590EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$311,970BOYAmt
EOY$373,367EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$198,032BOYAmt
EOY$188,677EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,047,008LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$584,082LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$435,328BOYAmt
EOY$462,926EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$894,976EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$37,162BOYAmt
EOY$37,162EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,873,415BOYAmt
EOY$4,438,198EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$530,490BOYAmt
EOY$538,070EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,429,860BOYAmt
EOY$2,371,972EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$196,394BOYAmt
EOY$256,241EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,156,744BOYAmt
EOY$3,166,283EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,677,203BOYAmt
EOY$1,232,447EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$39,468BOYAmt
EOY$39,468EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,716,671BOYAmt
EOY$1,271,915EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,873,415BOYAmt
EOY$4,438,198EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$452,303ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,546NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$4,736,458DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$1,206,579NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$32,519NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$1,239,098NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$1,184,115AggregateReportedDuesNtcAmt
Carried Over$54,983CarriedOverAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$460,954OtherCostOrOtherBasisAmt
Depreciation$122,861DepreciationAmt
Book Value$338,093BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$586,054OtherCostOrOtherBasisAmt
Depreciation$461,221DepreciationAmt
Book Value$124,833BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$462,926TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED RENT OBLIGATION$216,462
INTERCOMPANY PAYABLE$39,779
FieldValueIRS element (for citing)
Total Liability$256,241TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATIONS HAVE EVALUATED THEIR TAX POSITIONS AND DETERMINED THAT THEIR POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
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 (6 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
JANET TRAUTWEIN
EXECUTIVE VICE PRESIDENT$275,779$0$25,000$0$0$0$625$0$24,582$0$325,986$0$0$0
JENNIFER MURPHY
SENIOR VP OF OPERATIONS & CFO$176,998$0$12,000$0$0$0$5,325$0$22,467$0$216,790$0$0$0
JESSICA WALTMAN
SENIOR VP OF GOVERNMENT AF$174,129$0$12,000$0$0$0$5,327$0$21,713$0$213,169$0$0$0
KELLY LOUSSEDES
VP OF PUBLIC RELATIONS$165,655$0$8,000$0$0$0$4,975$0$21,703$0$200,333$0$0$0
CHRISTOPHER HARTMAN
VP OF CONGRESSIONAL AFFAIR$154,904$0$3,600$0$0$0$2,579$0$9,326$0$170,409$0$0$0
JOHN GREENE
VP OF CONGRESSIONAL AFFAIR$153,345$0$3,600$0$0$0$4,776$0$16,458$0$178,179$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, TREASURER, SECRETARY, IMMEDIATE PAST PRESIDENT, AND EXECUTIVE VICE PRESIDENT (AS A NON-VOTING MEMBER). THE EXECUTIVE COMMITTEE MAY ACT IN THE PLACE OF THE BOARD OF TRUSTEES BETWEEN BOARD MEETINGS ON ALL MATTERS EXPLICITLY DELEGATED TO IT BY THE BOARD. THE EXECUTIVE COMMITTEE MAY TRANSACT BUSINESS BY MAIL OR ELECTRONIC MEANS BY VOTING ON PROPOSAL TO THEM. ANY SUCH PROPOSAL WILL BE ADOPTED IF 2/3 OF THE ENTIRE COMMITTEE RETURNS AFFIRMATIVE VOTES.
FORM 990, PART VI, SECTION A, LINE 6INDIVIDUAL MEMBERS - LICENSED BY A STATE LICENSING AUTHORITY FOR THE SALE OF HEALTH, DISABILITY, AND OTHER RELATED INSURANCE PRODUCTS AND SERVICES. NON-LICENSED ENGAGED IN THE DISTRIBUTION OF HEALTH, DISABILITY, AND RELATED INSURANCE PRODUCTS AND SERVICES. LIFE MEMBERS - AN ACTIVE MEMBER WHO WAS BEEN IN GOOD STANDING A MINIMUM OF 10 CONSECUTIVE YEARS AND HAS EITHER ATTAINED AGE 65 AND RETIRED OR HAS BEEN DISABLED.
FORM 990, PART VI, SECTION A, LINE 7AALL MEMBERS ARE ABLE TO VOTE FOR THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11A COPY OF FORM 900 IS GIVEN TO THE CEO, CFO, PRESIDENT AND TREASURER FOR REVIEW. THE RETURN IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C1. A NAHU LEADER SHALL DISCLOSE ANY MATERIAL FINANCIAL INTEREST IN TRANSACTIONS CONTEMPLATED OR ENTERED INTO BY NAHU AS SOON AS SUCH INTEREST IS KNOWN. SUCH NOTIFICATION MUST BE MADE, IN WRITING, TO THE EXECUTIVE VICE PRESIDENT (EVP) AND THE PRESIDENT. IF THE POTENTIAL CONFLICT INVOLVES THE EVP, ADDITIONAL NOTIFICATION SHALL BE MADE TO A STAFF PERSON DESIGNATED BY THE EVP AT THE BEGINNING OF EACH YEAR AS STAFF ETHICS OFFICER. IF THE POTENTIAL CONFLICT INVOLVES THE PRESIDENT, ADDITIONAL NOTIFICATION SHALL BE MADE TO THE PRESIDENT-ELECT. 2. WHEN NAHU LEADERS OR FORMER NAHU LEADERS ARE AWARE OF POTENTIAL CONFLICT OF INTEREST CONCERNING A FORMER NAHU LEADER SUCH INFORMATION SHALL BE DISCLOSED IN THE SAME MANNER AS FOR CURRENT NAHU LEADERS.
FORM 990, PART VI, SECTION B, LINE 15THE PERSONNEL COMMITTEE REVIEWS THE CEO'S PERFORMANCE AND CONTRACT. EVERY YEAR, OFFICER COMPENSATION IS APPROVED BY INDEPENDENT PERSONS USING CONTEMPORANEOUS DATA AND DOCUMENTATION OF THE PROCESS. THIS PROCESS LASTED OCCURRED IN 2014. THE CEO REVIEWS OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION AND DETERMINES THE COMPENSATION USING DATA PROVIDED BY ASAE. THE REVIEWS ARE DOCUMENTED AND MAINTAINED IN THE EMPLOYEE'S FILE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE THROUGH THEIR WEBSITE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NAHU EDUCATION FOUNDATION
1212 NEW YORK AVE NW SUITE 1100WASHINGTONDC20005330532137EDUCATIONAL MEDIADC501(C)(3)LINE 90
HEALTH UNDERWRITERS POLITICAL ACTION COMMITTEE
PO BOX 20865INDIANAPOLISIN46220542019864POLITICAL ACTIVITYDC527Yes (1)NATIONAL ASSOCIATION OF HEALTH UNDERWRITERS
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 OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd