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National Association Of Benefits And Insurance Professionals Califo

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$511k (2024)

Expenses
$526k (2024)

Total Assets
$135k (2024)

Total Liabilities
$67.2k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$511,351
Expenses
$526,273
Net Income
-$14,922
Net Assets
$67,463
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $509,362
99.6%
Investment Income $1,489
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $500
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $134,625
Total Liabilities $67,162
Net Assets $67,463
Compensation
Key Employees and Officers Compensation Related Other
Tim Kanter (President) $0 $0 $0
Irma Romero (Vp Membership) $0 $0 $0
Shannon Zajec (Vp Finance) $0 $0 $0
Dawn Mc Farland (Vp Prof Devel) $0 $0 $0
Sue Wakamoto Lee (Imm Past Pres) $0 $0 $0
Paul Roberts (Vp Legislation) $0 $0 $0
Vanessa Igancio (Vp Com Outreach) $0 $0 $0
Jack Holder (Vp Pac) $0 $0 $0
Kerri Sanford (Medicare Co Chr) $0 $0 $0
Pat Stiffler (Awards Chair) $0 $0 $0
Charlotte Mc Pherson (Vp Pub Affairs) $0 $0 $0
Elizabeth Underhill (Vp Corp Rel) $0 $0 $0
Kristie Scavarda (Vp Comm) $0 $0 $0
David Garcia (Medicare Chair) $0 $0 $0
Rosamaria Marrujo (President Elect) $0 $0 $0
Lisa Strug (Executive Dir.) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$379,978
Expenses
$597,146
Net Income
-$217,168
Net Assets
$82,770
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $377,755
99.4%
Investment Income $2,122
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $101
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $145,136
Total Liabilities $62,366
Net Assets $82,770
Compensation
Key Employees and Officers Compensation Related Other
Tim Kanter (President Elect) $0 $0 $0
Brad Davis (Imme. Past Pres) $0 $0 $0
Irma Romero (Vp Membership) $0 $0 $0
Cathy Little (Vp Finance) $0 $0 $0
Dawn Mc Farland (Vp Legislation) $0 $0 $0
Sue Wakamoto Lee (President) $0 $0 $0
Heather Siems (Vanguard Chair) $0 $0 $0
Vanessa Igancio (Vp Com Outreach) $0 $0 $0
Jack Holder (Vp Prof Devel) $0 $0 $0
Dede Kennedy Simington (Vp Pac) $0 $0 $0
Pat Stiffler (Awards Chair) $0 $0 $0
Charlotte Mc Pherson (Vp Pub Affairs) $0 $0 $0
Samantha Siders (Vp Corp Rel) $0 $0 $0
Kristie Scavarda (Vp Comm) $0 $0 $0
David Garcia (Medicare Chair) $0 $0 $0
Rosamaria Marrujo (Medicare Chair) $0 $0 $0
Nathan Carlson (Exec. Director) $0 $0 $0

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Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$574,833
Expenses
$595,762
Net Income
-$20,929
Net Assets
$299,378
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $574,710
100.0%
Investment Income $123
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 $401,385
Total Liabilities $102,007
Net Assets $299,378
Compensation
Key Employees and Officers Compensation Related Other
Tim Kanter (President Elect) $0 $0 $0
Brad Davis (Imme. Past Pres) $0 $0 $0
Irma Romero (Vp Membership) $0 $0 $0
Cathy Little (Vp Finance) $0 $0 $0
Dawn Mc Farland (Vp Legislation) $0 $0 $0
Sue Wakamoto Lee (President) $0 $0 $0
Heather Siems (Vanguard Chair) $0 $0 $0
Mariette Lasley (Diversity Chair) $0 $0 $0
Jack Holder (Vp Prof Devel) $0 $0 $0
Dede Kennedy Simmington (Vp Pac) $0 $0 $0
Pat Stiffler (Awards Chair) $0 $0 $0
Charlotte Mc Pherson (Vp Pub Affairs) $0 $0 $0
Samantha Siders (Vp Corp Rel) $0 $0 $0
Kristie Scavarda (Vp Comm) $0 $0 $0
David Garcia (Medicare Chair) $0 $0 $0
Rosamaria Marrujo (Medicare Chair) $0 $0 $0
Nathan Carlson (Exec. Director) $0 $0 $0

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Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$469,906
Expenses
$413,208
Net Income
$56,698
Net Assets
$330,727
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $469,895
100.0%
Investment Income $11
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 $396,027
Total Liabilities $65,300
Net Assets $330,727
Compensation
Key Employees and Officers Compensation Related Other
Brad Davis (Vice President) $0 $0 $0
Bruce Benton (Imme. Past Pres) $0 $0 $0
Sue Wakamoto Lee (Hupac Chair) $0 $0 $0
Cathy Little (Sec/Treasurer) $0 $0 $0
Dawn Mc Farland (Legisltv Chair) $0 $0 $0
Maggie Stedt (President) $0 $0 $0
Heather Siems (Vanguard Chair) $0 $0 $0
Mariette Lasley (Prof Dev Chair) $0 $0 $0
Paul Roberts (Media Rel Chair) $0 $0 $0
Barbara Ciudad (Member Chair) $0 $0 $0
Pat Stiffler (Awards Chair) $0 $0 $0
Nathan Carlson (Exec. Director) $0 $0 $0

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Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$480,938
Expenses
$491,494
Net Income
-$10,556
Net Assets
$273,264
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $480,360
99.9%
Investment Income $313
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $265
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $397,942
Total Liabilities $124,678
Net Assets $273,264
Compensation
Key Employees and Officers Compensation Related Other
Dave Fear Jr (Imme. Past Pres) $0 $0 $0
Bruce Benton (President) $0 $0 $0
Sue Wakamoto Lee (Hupac Chair) $0 $0 $0
Cathy Little (Sec/Treasurer) $0 $0 $0
Jim Morrison (Legisltv Chair) $0 $0 $0
Maggie Stedt (Vice President) $0 $0 $0
Sean Greene (Vanguard Chair) $0 $0 $0
Cerrina Jensen (Prof Dev Chair) $0 $0 $0
Brad Davis (Media Rel Chair) $0 $0 $0
Korey Platt (Member Chair) $0 $0 $0
Marianne Kimi Shigetani (Exec. Director) $0 $0 $0

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Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$625,483
Expenses
$639,922
Net Income
-$14,439
Net Assets
$284,920
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,545
2.0%
Program Services $612,749
98.0%
Investment Income $189
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 $328,489
Total Liabilities $43,569
Net Assets $284,920
Compensation
Key Employees and Officers Compensation Related Other
Dave Fear Jr (President) $0 $0 $0
Bruce Benton (President Elect) $0 $0 $0
Stephanie Berger (Imm. Past Pres.) $0 $0 $0
Cathy Little (Vp Finance) $0 $0 $0
Jim Morrison (Vp Legislation) $0 $0 $0
Maggie Stedt (Vp Membership) $0 $0 $0
Yolanda Webb (Vp Prof. Devt.) $0 $0 $0
Cerrina Jensen (Vp Pac) $0 $0 $0
Brad Davis (Vp Public Aff.) $0 $0 $0
Adam Rochon (Vp Corp. Rel.) $0 $0 $0
Kristie Scavarda (Vp Comm.) $0 $0 $0
Dawn Mc Farland (Vp Com Outreach) $0 $0 $0
Marianne Kimi Shigetani (Exec. Director) $0 $0 $0

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Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$555,011
Expenses
$615,842
Net Income
-$60,831
Net Assets
$295,947
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,504
0.3%
Program Services $553,077
99.7%
Investment Income $133
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $297
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $328,623
Total Liabilities $32,676
Net Assets $295,947
Compensation
Key Employees and Officers Compensation Related Other
Dawn Mc Farland (Vp Of Comm) $0 $0 $0
Cerrina Jensen (Vp Of Pac) $0 $0 $0
Patrick Burns (Vp Com Outreach) $0 $0 $0
Brad Davis (Vp Of Corp Aff) $0 $0 $0
Stephanie Berger (President) $0 $0 $0
Juan Lopez (Vp Of Finance) $0 $0 $0
Richard P Coburn (Imm. Past Pres.) $0 $0 $0
Dave Fear Jr (President Elect) $0 $0 $0
Ryan Neace (Vp Of Prof Dev) $0 $0 $0
Jim Morrison (Vp Of Leg) $0 $0 $0
Bruce Benton (Vp Of Pub Affrs) $0 $0 $0
Maggie Stedt (Vp Membership) $0 $0 $0
Marianne Kimi Shigetani (Executive Dir.) $0 $0 $0

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Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$577,161
Expenses
$675,203
Net Income
-$98,042
Net Assets
$356,778
Notable Sources of Revenue Percent of Total Revenue
Contributions $859
0.1%
Program Services $575,565
99.7%
Investment Income $2
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $735
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $462,313
Total Liabilities $105,535
Net Assets $356,778
Compensation
Key Employees and Officers Compensation Related Other
Michael Lujan (Immed Past Pres) $0 $0 $0
Cerrina Jensen (Vp Of Comm) $0 $0 $0
Patrick Burns (Vp Of Corp Rel) $0 $0 $0
John Evangelista (Vp Of Membrship) $0 $0 $0
Stephanie Berger (President Elect) $0 $0 $0
Juan Lopez (Vp Of Finance) $0 $0 $0
Rick Coburn (President) $0 $0 $0
Dave Fear Jr (Vp Of Leg) $0 $0 $0
Ryan Neace (Vp Of Pac) $0 $0 $0
Leslie Williams (Vp Of Prof Dev) $0 $0 $0
Bruce Benton (Vp Of Pub Affrs) $0 $0 $0
Wayne Guzman (Vp Of Comm Out) $0 $0 $0
Susan Carleson (Executive Dir.) $0 $0 $0
Marianne Kimi Shigetani (Executive Dir.) $0 $0 $0

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Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$657,061
Expenses
$592,810
Net Income
$64,251
Net Assets
$454,820
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $657,002
100.0%
Investment Income $12
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $47
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $544,201
Total Liabilities $89,381
Net Assets $454,820
Compensation
Key Employees and Officers Compensation Related Other
Patrick Burns (Immed Past Pres) $0 $0 $0
Cerrina Jensen (Vp Of Comm) $0 $0 $0
Ryan Neace (Vp Of Membrship) $0 $0 $0
Richard P Coburn Clu Mhp (President Elect) $0 $0 $0
Juan Lopez (Vp Of Finance) $0 $0 $0
Michael Lujan (President) $0 $0 $0
Dave Fear Jr (Vp Of Leg) $0 $0 $0
Brad Davis (Vp Of Pac) $0 $0 $0
Stephanie Berger (Vp Of Prof Dev) $0 $0 $0
Craig Gussin Clu Chrs Dif (Vp Of Pub Affrs) $0 $0 $0
Susan Carleson (Executive Dir.) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$996,048
Expenses
$886,648
Net Income
$109,400
Net Assets
$390,569
Notable Sources of Revenue Percent of Total Revenue
Contributions $391,635
39.3%
Program Services $602,250
60.5%
Investment Income $7
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,156
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $544,672
Total Liabilities $154,103
Net Assets $390,569
Compensation
Key Employees and Officers Compensation Related Other
Patrick Burns (President) $0 $0 $0
Cerrina Jensen (Vp Of Public Sv) $0 $0 $0
Meg Mc Comb (Vp Of Commun.) $0 $0 $0
Ryan Neace (Vp Of Membrship) $0 $0 $0
Richard P Coburn Clu Mhp (Vp Of Pac) $0 $0 $0
Juan Lopez (Vp Of Finance) $0 $0 $0
Michael Lujan (President Elect) $0 $0 $0
Dave Fear Jr (Vp Of Leg) $0 $0 $0
Md Sam Smith (Imm Past Pres) $0 $0 $0
Stephanie Berger (Vp Of Prof Dev) $0 $0 $0
Neil Crosby (Vp Of Pub Affrs) $0 $0 $0
Susan Carleson (Executive Dir.) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$661,494
Expenses
$544,782
Net Income
$116,712
Net Assets
$281,169
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $661,150
99.9%
Investment Income $10
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $334
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $351,473
Total Liabilities $70,304
Net Assets $281,169

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$554,034
Expenses
$504,277
Net Income
$49,757
Net Assets
$164,457
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,177
0.8%
Program Services $549,769
99.2%
Investment Income $23
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $65
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $217,370
Total Liabilities $52,913
Net Assets $164,457

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$489,997
Expenses
$653,657
Net Income
-$163,660
Net Assets
$114,700
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $489,731
99.9%
Investment Income $15
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $251
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $137,210
Total Liabilities $22,510
Net Assets $114,700

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Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$520,447
Expenses
$621,174
Net Income
-$100,727
Net Assets
$278,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $517,854
99.5%
Investment Income $2,118
0.4%
Bond Proceeds $0
Royalties $475
0.1%
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 $431,523
Total Liabilities $153,163
Net Assets $278,360

Document Links

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

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

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

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

About This Data

What Is 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 »

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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.
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  • 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.

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