National Association of Benefits and Insurance Professionals - Utah Chapter
Nonprofit profile at a glance
- EIN
- 870494777
- IRS 990-EZ coverage
- 2020–2024
- Forms available
- Form 990-EZ 2024
- Location
- Cranford, NJ, USA
- Phone
- 9087890700
- Rating confidence
- Limited
Reported finances
- Revenue
- $117,236
- Expenses
- $142,762
- Assets
- $185,315
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Andrew Theis (President Elect)
- Nicole Kuhni (PRESIDENT)
People named in this filing
- Andrew Theis (President Elect)
- Nicole Kuhni (PRESIDENT)
- Lynn Strate (TREASURER)
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
Organization of health insurance agents joined together to become one voice; to promote access to affordable health insurance by keeping all insurance agents up to date with the most recent laws and products. In addition, the organization actively talks with legislators and attends public forums to discuss issues affecting the industry.
What it reported doing in 2024
Provided education seminars every quarter to discuss membershipand other issues affecting the industry. Provided assistance to healthinsurance agents in need of education, advocacy and professional development.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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: 100
- Sustainability: 31
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -21.8%; rating input score 7; 7th percentile among comparable filings
- Total-asset coverage ratio: 1.3; rating input score 68; 68th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 21.6% per year; rating input score 100; 78th percentile among comparable filings
- Revenue growth: 3.2% per year; rating input score 100; 38th percentile among comparable filings
- Asset growth: 25.3% per year; rating input score 100; 85th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2020 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.
- High — Sustainability: Operating margin scored 7/100.