National Association of Benefits and Insurance Prof Sub Chgo
Nonprofit profile at a glance
- EIN
- 872672764
- IRS 990-EZ coverage
- 2022–2025
- Forms available
- Form 990-EZ 2025
- Location
- Gurnee, IL, USA
- Phone
- 8473620335
- Rating
- 68
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Business and Industry
Reported finances
- Revenue
- $45,480
- Expenses
- $55,430
- Assets
- $51,343
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- JESSICA PIERCE (PRESIDENT)
People named in this filing
- JESSICA PIERCE (PRESIDENT)
- KEN PETERSON (VICE PRESIDE)
- JACK PETERSEN (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To improve members' abilities to meet the health, financial and retirement security needs of their clients through education, advocacy and professional development.
What it reported doing in 2025
Conferences and related legislative initiatives.
Operating model
- Revenue model
- Donor-supported. 77% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 60
- Transparency & Controls: 82
- Sustainability: 24
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 64.2%; rating input score 64
- Program expense ratio: 52.7%; rating input score 53
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -21.9%; rating input score 21; 21st percentile among comparable filings
- Total-asset coverage ratio: 0.93; rating input score 45; 45th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 35.8%; rating input score 5; 5th percentile among comparable filings
Growth
- Program expense growth: 24.7% per year; rating input score 100; 84th percentile among comparable filings
- Revenue growth: 47% per year; rating input score 100; 96th percentile among comparable filings
- Asset growth: -1% per year; rating input score 0; 34th percentile among comparable filings
Details
- Where the money goes: 64.2% of revenue deployed · 52.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $29K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 4 filing years from 2022 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Program expense ratio scored 53/100.
- High — Sustainability: Operating margin scored 21/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 45/100.
- High — Sustainability: Officer compensation ratio scored 5/100.