National Association of Benefits and Insurance Professionals Arizona Chapte

Nonprofit profile at a glance

EIN
860687107
IRS 990 coverage
2023–2025
Forms available
Form 990 2025, Form 990-EZ 2024
Location
Phoenix, AZ, USA
Phone
6029998955
Rating confidence
Limited

Reported finances

Revenue
$151,223
Expenses
$130,543
Assets
$517,921
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

14 people listed

People named in this filing

  • SHEILA PRIOR (PRES UNTIL 6/30/25/PAST PRES FROM 7/1/25)
  • ALANA MAYER (PRES ELECT UNTIL 6/30/25/PRES FROM 7/1/25)
  • CHARLENE HOGELAND (TREAS UNTIL 6/30/25/PRES ELECT FROM 7/1/25)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Nabip Arizona empowers our members to deliver excellence in health, financial, and retirement security for all arizonans through advocacy, education, and unwavering commitment to the customers rights, access, equity, privacy, and informed choice, rooted in the principles of nabips healthcare bill of rights.

What it reported doing in 2025

Nabip Arizona hosted an annual conference with 120 members in attendance. This conference provided a full day of continuing education and professional development. Additionally, nabip Arizona provided monthly continuing education webinars for members and guests. The day at the capitol was hosted in february, with guest speaker chuck bassett, sr., vice president of government affairs at bcbs of az. In march, the 2024 mercer employer survey results were presented to members. Nabip Arizona sent members to the capitol conference 2025 in Washington, dc, and to the june annual convention in miami, Florida, for 3 full days of professional development.

Operating model

Revenue model
Earned-program. 91% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 90
  • Accountability: 76
  • Sustainability: 69
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 13.7%; rating input score 63; 63rd percentile among comparable filings
  • Total-asset coverage ratio: 3.97; rating input score 75; 75th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 10.2% per year; rating input score 100; 70th percentile among comparable filings
  • Asset growth: 17.2% per year; rating input score 100; 79th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 14 of 14 board members independent · 3 of 7 filing controls reported
  • Programs: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • 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.

  • Moderate — Accountability: Governance controls: 3 of 6 not reported.