National Association of Benefits and Insurance Professionals
Revenue
$42k
year to 30 June 2025
Expenses
$59k
year to 30 June 2025
Total assets
$47k
year to 30 June 2025
Net assets
$47k
assets less liabilities
Directors and trustees
14
4.4y av
Left since last filing
0
no seats appear to have opened
Activity
S41
Community improvement and capacity building
Filings on record
4
latest 2025
National Association of Benefits and Insurance Professionals' network
14 people3 organisationsi14 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (7) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Alice Morris | Director | 2025 | 1 yr |
| Ashley Sullivan | Director | 2021 | 5 yrs |
| Brandon Embry | Director | 2021 | 5 yrs |
| Evelyn Soete | Director | 2021 | 5 yrs |
| Greg Schell | Director | 2021 | 5 yrs |
| Griffin Meredith | Director | 2021 | 5 yrs |
| Jacob McGee | President | 2023 | 3 yrs |
| John Jennings | Director | 2023 | 3 yrs |
| Mindy Farnsley | Director | 2021 | 5 yrs |
| Patricia Petter | Director | 2021 | 5 yrs |
| Roy Mattingly | Director | 2021 | 5 yrs |
| Sandra Halliburton | Director | 2021 | 5 yrs |
| Seth Allgeier | Director | 2024 | 2 yrs |
| TIM Holloway | President Elect | 2024 | 2 yrs |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Sandra Halliburton | Director | 2 | $0 | ||
| Patricia Petter | Director | 2 | $0 | ||
| Greg Schell | Director | 2 | $0 | ||
| Griffin Meredith | Director | 2 | $0 | ||
| Evelyn Soete | Director | 2 | $0 | ||
| Alice Morris | Director | 2 | $0 | ||
| Keaton Powell | Sec/Treas | 2 | $0 | ||
| Ashley Sullivan | Director | 2 | $0 | ||
| Jacob McGee | President | 2 | $0 | ||
| John Jennings | Director | 2 | $0 | ||
| Seth Allgeier | Director | 2 | $0 | ||
| Roy Mattingly | Director | 2 | $0 | ||
| Mindy Farnsley | Director | 2 | $0 | ||
| Zach Redman | Immediate Past | 2 | $0 | ||
| Brandon Embry | Director | 2 | $0 | ||
| Tim Holloway | President Elect | 2 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- National Association of Benefits and Insurance Professionals
- EIN
- 431980331
- Address
- 12730 Townepark Way Ste 202, Louisville, KY, 40243-2303
- State
- Kentucky
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 3 (IRS master file code)
- IRS ruling date
- 1 February 2003
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 4, latest 2025
Most connected
Longest observed on the filings
≥5years on the filingsAshley Sullivan
≥5years on the filingsBrandon Embry
≥5years on the filingsEvelyn Soete
≥5years on the filingsGreg Schell
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $47k
- Net assets or fund balances
- $47k
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $42k | $59k | Deficit $17k |
As filed on the IRS Form 990. US dollars.