National Association of Benefits and Insurance Professionals Tulsa Inc
Nonprofit profile at a glance
- EIN
- 454425348
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2016
- Location
- Tulsa, OK, USA
- Phone
- 9189946494
- Rating
- 85
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $43,550
- Expenses
- $40,956
- Assets
- $28,433
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- JENNIFER HELMS (PAST PRESIDENT)
- TIM BROOKS (PRESIDENT)
People named in this filing
- JENNIFER BRITTAIN (DIRECTOR)
- MIKE STEPHENS (TRUSTEE)
- DAVID HARDER (DIRECTOR)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
A. To promote the common business interests of those engaged in disability and risk management.b. To advance public knowledge for the need and benefit of disability income and/or health insurance products.c. To promote the adoption and application of high standards of ethical conduct in the health insurance industry.d. To provide and promote a program of continuing education and self-improvement for association members.e. To increase the knowledge and principles, functions and applications of health insurance and disability income products.f. To promote education, legislation, regulation and practices which are in the best interest of the health insurance industry and the insuring public.g. To encourage adequate protection against the hazards of disability as part of a well-rounded insurance program.h. To do such things and to carry out such other programs so as to further the purposes of the national association of health underwriters.i. Contribution to hupac.
What it reported doing in 2024
Membership symposium, forum, and sponsoring representatives to attend regional and national conferences.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 92
- Transparency & Controls: 82
- Sustainability: 52
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 90%; rating input score 90
- Program expense ratio: 95.3%; rating input score 95
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 6%; rating input score 56; 56th percentile among comparable filings
- Total-asset coverage ratio: 0.69; rating input score 37; 37th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 2.7% per year; rating input score 100; 56th percentile among comparable filings
- Revenue growth: 1.7% per year; rating input score 100; 59th percentile among comparable filings
- Asset growth: -2.5% per year; rating input score 0; 30th percentile among comparable filings
Details
- Where the money goes: 90% of revenue deployed · 95.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $39K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 12 filing years from 2012 to 2024
- Contacts: How to reach this organization
- 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 — Sustainability: Operating margin scored 56/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.