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New Hampshire Bankers Association Insurance Trust

  • Concord, NH
  • Tax-exempt since Nov. 1958
  • EIN: 02-6005138

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$8.47M (2023)

Expenses
$9.16M (2023)

Total Assets
$848k (2023)

Total Liabilities
$374k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,474,963
Expenses
$9,155,477
Net Income
-$680,514
Net Assets
$474,240
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,439,187
99.6%
Investment Income $35,776
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $848,132
Total Liabilities $373,892
Net Assets $474,240
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mark Pitkin (Chairman) $0 $0 $0
Amy Rankins (Trustee) $0 $0 $0
Steffany Gallant (Trustee) $0 $0 $0
James Graham (Trustee) $0 $0 $0
Kathy Maguire (Trustee) $0 $0 $0
Kevin Miller (Trustee) $0 $0 $0
Kristy Merrill (Executive Secretary) $0 $201,351 $38,965
Sandy Tracy (Spv/Coo) $0 $142,950 $63,815
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Document Links

990
Filed on Aug. 1, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,965,087
Expenses
$8,065,072
Net Income
-$99,985
Net Assets
$1,154,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,964,395
100.0%
Investment Income $692
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,555,012
Total Liabilities $400,258
Net Assets $1,154,754
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Amy Rankins (Trustee) $0 $0 $0
Heidi Patten (Chairman/Trustee) $0 $0 $0
Jeannine Santosuosso (Trustee) $0 $0 $0
James Graham (Trustee) $0 $0 $0
Kathy Maguire (Trustee) $0 $0 $0
Kevin Miller (Trustee) $0 $0 $0
Kristy Merrill (Executive Secretary) $0 $196,017 $34,179
+ View more people

Document Links

990
Filed on Sept. 18, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,712,913
Expenses
$9,597,394
Net Income
-$884,481
Net Assets
$1,254,738
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,711,922
100.0%
Investment Income $991
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,655,893
Total Liabilities $401,155
Net Assets $1,254,738
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Heidi Patten (Trustee) $0 $0 $0
Jeannine Santosuosso (Trustee) $0 $0 $0
Rhonda Caswell (Trustee) $0 $0 $0
Ronald L Magoon (Chairman/Trustee) $0 $0 $0
Kathy Maguire (Trustee) $0 $0 $0
Kevin Miller (Trustee) $0 $0 $0
Kristy Merrill (Executive Secretary) $0 $178,070 $31,159
+ View more people

Document Links

990
Filed on Aug. 2, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,602,168
Expenses
$6,924,819
Net Income
$1,677,349
Net Assets
$2,139,219
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,600,533
100.0%
Investment Income $1,635
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,443,783
Total Liabilities $304,564
Net Assets $2,139,219
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Heidi Patten (Trustee) $0 $0 $0
Jeannine Santosuosso (Trustee) $0 $0 $0
Kenneth Wilman Jr (Trustee) $0 $0 $0
Rhonda Caswell (Trustee) $0 $0 $0
Ronald L Magoon (Chairman/Trustee) $0 $0 $0
Kristy Merrill (Executive Secretary) $0 $156,029 $28,022
+ View more people

Document Links

990
Filed on Sept. 28, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,806,822
Expenses
$10,834,337
Net Income
-$27,515
Net Assets
$461,870
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,802,982
100.0%
Investment Income $3,840
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $504,678
Total Liabilities $42,808
Net Assets $461,870
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ronald L Magoon (Chairman/Trustee) $0 $0 $0
Rhonda Caswell (Trustee) $0 $0 $0
Kenneth Wilman Jr (Trustee) $0 $0 $0
Heidi Patten (Trustee) $0 $0 $0
Gregory F Nolin (Trustee) $0 $0 $0
Kristy Merrill (Executive Secretary) $0 $137,564 $8,977
Sandra Tracy (Executive Secretary (Through 1/2019)) $0 $120,892 $49,772
+ View more people

Document Links

990
Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,151,696
Expenses
$11,156,519
Net Income
-$4,823
Net Assets
$489,385
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,148,302
100.0%
Investment Income $3,394
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $940,489
Total Liabilities $451,104
Net Assets $489,385
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ronald L Magoon (Chairman/Trustee) $0 $0 $0
Rhonda Caswell (Trustee) $0 $0 $0
Kenneth Wilman Jr (Trustee) $0 $0 $0
Heidi Patten (Trustee) $0 $0 $0
Gregory F Nolin (Trustee) $0 $0 $0
Sandra Tracy (Executive Secretary) $0 $105,642 $47,931
Christiana L Thornton (Executive Secretary (Through 9/2018)) $0 $132,767 $38,222
+ View more people

Document Links

990
Filed on Nov. 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,874,965
Expenses
$14,862,102
Net Income
$12,863
Net Assets
$494,208
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,874,168
100.0%
Investment Income $797
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $980,474
Total Liabilities $486,266
Net Assets $494,208
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
James J O'neill Jr (Chairman/Trustee) $0 $0 $0
Ronald L Magoon (Trustee) $0 $0 $0
Rhonda Caswell (Trustee) $0 $0 $0
Kenneth Wilman Jr (Trustee) $0 $0 $0
Heidi Patten (Trustee) $0 $0 $0
Christiana L Thornton (Executive Secretary) $0 $182,488 $44,854
+ View more people

Document Links

990
Filed on Nov. 12, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,867,116
Expenses
$14,860,071
Net Income
$7,045
Net Assets
$481,345
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,865,929
100.0%
Investment Income $1,187
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $577,105
Total Liabilities $95,760
Net Assets $481,345
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
James J O'neill Jr (Trustee (Eff. 7/1/2016)) $0 $0 $0
Ronald L Magoon (Trustee) $0 $0 $0
Gregory F Nolin (Chairman/Trustee) $0 $0 $0
Kenneth Wilman Jr (Trustee) $0 $0 $0
Lisa Whitaker (Trustee) $0 $0 $0
Gregg R Tewksbury (Trustee (Former Eff. 6/30/16)) $0 $0 $0
Christiana L Thornton (Executive Secretary) $0 $157,976 $38,706
+ View more people

Document Links

990
Filed on Oct. 30, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,033,144
Expenses
$14,183,093
Net Income
-$149,949
Net Assets
$474,300
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,032,029
100.0%
Investment Income $1,115
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $811,536
Total Liabilities $337,236
Net Assets $474,300
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gregg R Tewksbury (Trustee) $0 $0 $0
Sherwood C Moody (Chairman/Trustee) $0 $0 $0
Gregory F Nolin (Trustee) $0 $0 $0
Kenneth Wilman Jr (Trustee) $0 $0 $0
Lisa Whitaker (Trustee) $0 $0 $0
Christiana L Thornton (Executive Secretary) $0 $151,905 $35,413
+ View more people

Document Links

990
Filed on Oct. 17, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,328,497
Expenses
$12,324,297
Net Income
$4,200
Net Assets
$624,249
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,326,666
100.0%
Investment Income $1,831
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $852,368
Total Liabilities $228,119
Net Assets $624,249
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gregg R Tewksbury (Trustee) $0 $0 $0
Sherwood C Moody (Chairman/Trustee) $0 $0 $0
Gregory F Nolin (Trustee) $0 $0 $0
Richard M Wallis (Trustee) $0 $0 $0
Lisa Whitaker (Trustee) $0 $0 $0
Christiana L Thornton (Executive Secretary) $0 $142,176 $45,567
+ View more people

Document Links

990
Filed on Nov. 6, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,168,458
Expenses
$13,170,477
Net Income
-$2,019
Net Assets
$620,049
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,165,364
100.0%
Investment Income $3,094
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $996,332
Total Liabilities $376,283
Net Assets $620,049
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
James E Graham (Trustee (Through 6/30/13)) $0 $0 $0
Gregg R Tewksbury (Trustee) $0 $0 $0
Sherwood C Moody (Chairman/Trustee) $0 $0 $0
Deborah Lucci (Trustee (Through 6/30/13)) $0 $0 $0
Gregory F Nolin (Trustee) $0 $0 $0
Richard M Wallis (Trustee (Effective 7/1/13)) $0 $0 $0
Lisa Whitaker (Trustee (Effective 7/1/13)) $0 $0 $0
Christiana L Thornton (Executive Secretary) $0 $125,278 $35,350
+ View more people

Document Links

990
Filed on Oct. 6, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,046,605
Expenses
$13,019,321
Net Income
$27,284
Net Assets
$622,068
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,043,407
100.0%
Investment Income $3,198
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $844,117
Total Liabilities $222,049
Net Assets $622,068

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,468,872
Expenses
$14,430,101
Net Income
$38,771
Net Assets
$594,784
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,464,246
100.0%
Investment Income $4,626
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $795,654
Total Liabilities $200,870
Net Assets $594,784

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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