NATIONAL ASSOCIATION OF HEALTH UNDERWRITERS

Address
1212 NEW YORK AVENUE NW NO 1100
WASHINGTON, DC 20005
Contact
Website: http://www.nahu.org
Phone: +1 (202) 595-3696
Nonprofit
NTEE: Y20 - Insurance Providers, Services
EIN: 36-2144394

Mission

NATIONAL ASSOCIATION OF HEALTH UNDERWRITERS (NAHU) ADVOCATES FOR OUR MEMBERS, PROVIDES PROFESSIONAL DEVELOPMENT AND DELIVERS RESOURCES TO PROMOTE EXCELLENCE.
 20162015201420132012
Basic features of the organization
Year of formation1930
Subsection code06
PF filing required0    
Metropolitan statistical area8872
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$892,453.00$859,470.00$956,278.00$896,167.00$1,348,426.00
Sum of reportable (W2/1099) compensation$1,577,423.00$1,510,662.00$1,530,957.00$1,207,208.00$1,207,208.00
Number of employees3035333432
Number of people compensated >$100k1113977
Number of volunteers100100100100100
Number of highly compensated contractors6345 
Personnel
Baer, Farren
TitleSR. VP OF EDUCATIONSR. VP OF EDUCATIONVICE PRESIDENT OF EDUCATION  
Name of key/compensated personFARREN BAERFARREN BAERFARREN BAER  
Position of compensated person
Highest compensated employees (>$100k)TrueTrueTrue  
Average hours per week working for org40.0040.0040.00  
Reportable compensation from org$122,174.00$119,634.00$108,508.00  
Other comp, non-reportable, from org and related orgs$27,566.00$25,190.00$23,014.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Bailey, Rick
Title   REGION 5 VPREGION 5 VP
Name of key/compensated person   RICK BAILEYRICK BAILEY
Position of compensated person
Average hours per week working for org   5.0010.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Beals, Kathryn
Title    REGION 4 VP
Name of key/compensated person    KATHRYN A BEALS
Position of compensated person
Average hours per week working for org    10.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Benton, Bruce
Title  PAST PRESIDENTPRESIDENT/IMMEDIATE PAST PRESIDENTPRESIDENT
Name of key/compensated person  BRUCE D BENTONBRUCE D BENTONBRUCE D BENTON
Position of compensated person
Average hours per week working for org  15.0015.0015.00
Reportable compensation from org  $0.00$18,000.00$18,000.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Buckner, Marcy
TitleVP OF GOVERNMENT AFFAIRSVP OF GOVERNMENT AFFAIRS   
Name of key/compensated personMARCY BUCKNERMARCY BUCKNER   
Position of compensated person
Highest compensated employees (>$100k)TrueTrue   
Average hours per week working for org40.0040.00   
Reportable compensation from org$159,131.00$136,329.00   
Other comp, non-reportable, from org and related orgs$14,793.00$13,357.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Carr, Martin
Title  VP OF COMMUNICATIONSVP OF COMMUNICATIONSVP OF COMMUNICATIONS
Name of key/compensated person  MARTIN CARRMARTIN CARRMARTIN CARR
Position of compensated person
Highest compensated employees (>$100k)  TrueTrueTrue
Average hours per week working for org  40.0040.0040.00
Reportable compensation from org  $106,688.00$108,590.00$108,590.00
Other comp, non-reportable, from org and related orgs  $18,729.00$10,507.00$10,507.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Cook, Troy
TitleREGION 4 VICE PRESIDENTREGION 4 VICE PRESIDENTREGION 4 VPREGION 4 VPLEGISLATIVE COUNCIL CHAIR
Name of key/compensated personTROY COOKTROY COOKTROY COOKTROY COOKTROY COOK
Position of compensated person
Average hours per week working for org5.005.005.005.0010.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Dawkins, Johnny
Title TREASURERSECRETARY/TREASURERSECRETARY 
Name of key/compensated person JOHNNY DAWKINSJOHNNY DAWKINSJOHNNY DAWKINS 
Position of compensated person
Average hours per week working for org 5.005.005.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Embry, Michael
TitlePRESIDENT-ELECTTREASURERSECRETARYREGION 3 VPREGION 3 VP
Name of key/compensated personMICHAEL EMBRYMICHAEL EMBRYMICHAEL EMBRYMICHAEL EMBRYMICHAEL EMBRY
Position of compensated person
Average hours per week working for org5.005.005.005.0010.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Fristoe, Kelly
TitleREGION 6 VICE PRESIDENTREGION 6 VICE PRESIDENTREGION 6 VP  
Name of key/compensated personKELLY FRISTOEKELLY FRISTOEKELLY FRISTOE  
Position of compensated person
Average hours per week working for org5.005.005.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Galletta, Joan
Title   LEGISLATIVE COUNCIL CHAIRLEGISLATIVE COUNCIL CHAIR
Name of key/compensated person   JOAN GALLETTAJOAN GALLETTA
Position of compensated person
Average hours per week working for org   5.0010.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Goldmann, Don
TitleIMMEDIATE PAST PRESIDENTPRESIDENT   
Name of key/compensated personDON GOLDMANNDON GOLDMANN   
Position of compensated person
Average hours per week working for org5.005.00   
Reportable compensation from org$18,000.00$18,000.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Goldmann, Donald
Title  VICE PRESIDENT/PRESIDENT-ELECTTREASURER/VICE PRESIDENTTREASURER
Name of key/compensated person  DONALD W GOLDMANNDONALD W GOLDMANNDONALD W GOLDMANN
Position of compensated person
Average hours per week working for org  5.005.0010.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Greene, John
TitleVP OF CONGRESSIONAL AFFAIRSVP OF CONGRESSIONAL AFFAIRSVP OF CONGRESSIONAL AFFAIRVP OF CONGRESSIONAL AFFAIRSVP OF CONGRESSIONAL
Name of key/compensated personJOHN GREENEJOHN GREENEJOHN GREENEJOHN GREENEJOHN GREENE
Position of compensated person
Highest compensated employees (>$100k)TrueTrueTrueTrueTrue
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$170,865.00$162,173.00$156,945.00$152,083.00$152,083.00
Other comp, non-reportable, from org and related orgs$20,888.00$21,650.00$21,234.00$13,316.00$13,316.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Griffey, Patricia
TitleTREASURERREGION 3 VICE PRESIDENTREGION 3 VPREGION 3 VP 
Name of key/compensated personPATRICIA GRIFFEYPATRICIA GRIFFEYPATRICIA GRIFFEYPATRICIA GRIFFEY 
Position of compensated person
Average hours per week working for org5.005.005.005.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Grimm, Erica
Title MEMBERSHIP COUNCIL CHAIRMEMBERSHIP COMMITTEE CHAIR  
Name of key/compensated person ERICA GRIMMERICA GRIMM  
Position of compensated person
Average hours per week working for org 5.005.00  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Hain, Erica
TitleREGION 2 VICE PRESIDENT    
Name of key/compensated personERICA HAIN    
Position of compensated person
Average hours per week working for org5.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Harte, Thomas
Title PAST PRESIDENTPRESIDENT/PAST PRESIDENTPRESEDENT ELECT/PRESIDENTPRESIDENT ELECT
Name of key/compensated person THOMAS M HARTETHOMAS M HARTETHOMAS M HARTETHOMAS M HARTE
Position of compensated person
Average hours per week working for org 5.0015.0015.0010.00
Reportable compensation from org $0.00$18,000.00$18,000.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Hartman, Christopher
Title  VP OF CONGRESSIONAL AFFAIR  
Name of key/compensated person  CHRISTOPHER HARTMAN  
Position of compensated person
Highest compensated employees (>$100k)  True  
Average hours per week working for org  40.00  
Reportable compensation from org  $158,504.00  
Other comp, non-reportable, from org and related orgs  $11,905.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Hartmann, Christopher
TitleVP OF CONGRESSIONAL AFFAIRSVP OF CONGRESSIONAL AFFAIRS   
Name of key/compensated personCHRISTOPHER HARTMANNCHRISTOPHER HARTMANN   
Position of compensated person
Highest compensated employees (>$100k)TrueTrue   
Average hours per week working for org40.0040.00   
Reportable compensation from org$178,775.00$170,025.00   
Other comp, non-reportable, from org and related orgs$15,919.00$14,644.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Jennings, Julie
Title REGION 1 VICE PRESIDENTREGION 1 VPREGION 1 VPREGION 1 VP
Name of key/compensated person JULIE JENNINGSJULIE JENNINGSJULIE JENNINGSJULIE JENNINGS
Position of compensated person
Average hours per week working for org 5.005.005.0010.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Koehler, Linda
TitleREGION 8 VICE PRESIDENTREGION 8 VICE PRESIDENTREGION 8 VP  
Name of key/compensated personLINDA ROSE KOEHLERLINDA ROSE KOEHLERLINDA ROSE KOEHLER  
Position of compensated person
Average hours per week working for org5.005.005.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Lago, Julian
TitleREGION 5 VICE PRESIDENTREGION 5 VICE PRESIDENTREGION 5 VPREGION 5 VP 
Name of key/compensated personJULIAN LAGOJULIAN LAGOJULIAN LAGOJULIAN LAGO 
Position of compensated person
Average hours per week working for org5.005.005.005.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Loussedes, Kelly
TitleSR. VP OF PUBLIC RELATIONSSR. VP OF PUBLIC RELATIONSVP OF PUBLIC RELATIONSVP OF PUBLIC RELATIONSVP OF PUBLIC RELATIONS
Name of key/compensated personKELLY LOUSSEDESKELLY LOUSSEDESKELLY LOUSSEDESKELLY LOUSSEDESKELLY LOUSSEDES
Position of compensated person
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$187,358.00$182,219.00$173,655.00$160,156.00$160,156.00
Other comp, non-reportable, from org and related orgs$30,416.00$28,495.00$26,678.00$23,302.00$23,302.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Matznick, Carol
Title   MEMBERSHIP COMMITTEE CHAIRMEMBERSHIP COMMITTEE CHAIR
Name of key/compensated person   CAROL MATZNICKCAROL MATZNICK
Position of compensated person
Average hours per week working for org   5.0010.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Matznick, Michael
TitleVICE PRESIDENTVICE PRESIDENT   
Name of key/compensated personMICHAEL MATZNICKMICHAEL MATZNICK   
Position of compensated person
Average hours per week working for org5.005.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Maze, Illana
TitleSR. VP OF TECHNOLOGY & OPERATIONS SENIOR VP OF TECHNOLOGY &SENIOR VP OF TECHNOLOGY & OPERATIONSSENIOR VICE PRESIDENT OF M
Name of key/compensated personILLANA MAZE ILLANA MAZEILLANA MAZEILLANA MAZE
Position of compensated person
Highest compensated employees (>$100k)True TrueTrueTrue
Average hours per week working for org40.00 40.0040.0040.00
Reportable compensation from org$138,230.00 $114,751.00$112,912.00$112,912.00
Other comp, non-reportable, from org and related orgs$24,707.00 $21,642.00$18,851.00$18,851.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00$0.00$0.00
Mordo, David
TitleLEGISLATIVE COUNCIL CHAIR    
Name of key/compensated personDAVID MORDO    
Position of compensated person
Average hours per week working for org5.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Murphy, Jennifer
TitleCHIEF FINANCIAL OFFICER & COOCFO & COOSENIOR VP OF OPERATIONS & CFOSENIOR VP OF OPERATIONS ANSENIOR VP OF OPERATIONS AND CFO
Name of key/compensated personJENNIFER MURPHYJENNIFER MURPHYJENNIFER MURPHYJENNIFER MURPHYJENNIFER MURPHY
Position of compensated person
Average hours per week working for org40.0040.0045.0045.0045.00
Reportable compensation from org$217,284.00$213,469.00$188,998.00$178,000.00$178,000.00
Other comp, non-reportable, from org and related orgs$32,433.00$29,845.00$27,792.00$24,516.00$24,516.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Oleksiak, Ed
TitleLEGISLATIVE COUNCIL CHAIRLEGISLATIVE COUNCIL CHAIR   
Name of key/compensated personED OLEKSIAKED OLEKSIAK   
Position of compensated person
Average hours per week working for org5.005.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Phillips, Paige
TitleMEMBERSHIP COUNCIL CHAIR    
Name of key/compensated personPAIGE PHILLIPS    
Position of compensated person
Average hours per week working for org5.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Reginelli, Lou
TitleMEMBERSHIP COUNCIL CHAIRMEMBERSHIP COUNCIL CHAIR   
Name of key/compensated personLOU REGINELLILOU REGINELLI   
Position of compensated person
Average hours per week working for org5.005.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Rice, Russell
TitleVICE PRESIDENTSECRETARYREGION 6 VPREGION 6 VPREGION 6 VP
Name of key/compensated personRUSSELL RICERUSSELL RICERUSSELL RICERUSSELL RICERUSSELL RICE
Position of compensated person
Average hours per week working for org5.005.005.005.0010.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Riedl, Alycia
TitleREGION 4 VICE PRESIDENTREGION 4 VICE PRESIDENT   
Name of key/compensated personALYCIA RIEDLALYCIA RIEDL   
Position of compensated person
Average hours per week working for org5.005.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Rinehard, B
Title    REGION 2 VP
Name of key/compensated person    B DANE RINEHARD
Position of compensated person
Average hours per week working for org    10.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Rinehard, Dane
TitleSECRETARYREGION 2 VICE PRESIDENT   
Name of key/compensated personDANE RINEHARDDANE RINEHARD   
Position of compensated person
Average hours per week working for org5.005.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Rinehard, R
Title  REGION 2 VPREGION 2 VP 
Name of key/compensated person  R DANE RINEHARDR DANE RINEHARD 
Position of compensated person
Average hours per week working for org  5.005.00 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Rivera, Michael
Title    REGION 6 VP
Name of key/compensated person    MICHAEL RIVERA
Position of compensated person
Average hours per week working for org    10.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Schlesinger, Mel
Title   PAST PRESIDENTIMMEDIATE PAST PRESIDENT
Name of key/compensated person   MEL A SCHLESINGERMEL A SCHLESINGER
Position of compensated person
Average hours per week working for org   5.0010.00
Reportable compensation from org   $0.00$18,000.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Schneider, Chad
Title   REGION 7 VPREGION 7 VP
Name of key/compensated person   CHAD SCHNEIDERCHAD SCHNEIDER
Position of compensated person
Average hours per week working for org   5.0010.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Selinsky, Steven
Title    IMMEDIATE PAST PRESIDENT
Name of key/compensated person    STEVEN SELINSKY
Position of compensated person
Average hours per week working for org    10.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Smith, Paul
TitleREGION 1 VICE PRESIDENTREGION 1 VICE PRESIDENT   
Name of key/compensated personPAUL SMITHPAUL SMITH   
Position of compensated person
Average hours per week working for org5.005.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Statz, Kenneth
Title LEGISLATIVE COUNCIL CHAIRLEGISLATIVE COUNCIL CHAIR  
Name of key/compensated person KENNETH STATZKENNETH STATZ  
Position of compensated person
Average hours per week working for org 5.005.00  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Stenger, James
TitlePRESIDENTPRESIDENT-ELECTSECRETARY/TREASURERSECRETARY/TREASURERSECRETARY
Name of key/compensated personJAMES STENGERJAMES STENGERJAMES R STENGERJAMES R STENGERJAMES R STENGER
Position of compensated person
Average hours per week working for org5.005.005.005.0010.00
Reportable compensation from org$18,000.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Tellesboro, Marsha
Title  REGION 8 VPREGION 8 VPREGION 8 VP
Name of key/compensated person  MARSHA TELLESBOROMARSHA TELLESBOROMARSHA TELLESBORO
Position of compensated person
Average hours per week working for org  5.005.0010.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Thorn, Ryan
TitleIMMEDIATE PAST PRESIDENTIMMEDIATE PAST PRESIDENTPRESIDENT/PRESIDENT-ELECTVICE PRESIDENT/PRESENT ELECTVICE PRESIDENT
Name of key/compensated personRYAN THORNRYAN THORNRYAN THORNRYAN THORNRYAN THORN
Position of compensated person
Average hours per week working for org5.005.005.005.0010.00
Reportable compensation from org$0.00$18,000.00$18,000.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Trautwein, Janet
TitleEXECUTIVE VICE PRESIDENT & CEOEXECUTIVE VICE PRESIDENT & CEOEXECUTIVE VICE PRESIDENTEXECUTIVE VICE PRESIDENTEXECUTIVE VICE PRESIDENT
Name of key/compensated personJANET TRAUTWEINJANET TRAUTWEINJANET TRAUTWEINJANET TRAUTWEINJANET TRAUTWEIN
Position of compensated person
Average hours per week working for org50.0050.0060.0060.0060.00
Reportable compensation from org$367,606.00$354,753.00$300,779.00$292,491.00$292,491.00
Other comp, non-reportable, from org and related orgs$21,356.00$14,689.00$25,207.00$27,326.00$27,326.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Waltman, Jessica
Title SR. VP OF GOVERNMENT AFFAIRSSENIOR VP OF GOVERNMENT AFSENIOR VP OF GOVERNMENT AFFAIRSSENIOR VICE PRESIDENT OF GOVERNMENTAL AFFAIRS
Name of key/compensated person JESSICA WALTMANJESSICA WALTMANJESSICA WALTMANJESSICA WALTMAN
Position of compensated person
Highest compensated employees (>$100k) True   
Average hours per week working for org 40.0050.0050.0050.00
Reportable compensation from org $136,060.00$186,129.00$166,976.00$166,976.00
Other comp, non-reportable, from org and related orgs $18,296.00$27,040.00$23,400.00$23,400.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Wild, Trei
Title  LEGISLATIVE COUNCIL CHAIRLEGISLATIVE COUNCIL CHAIR 
Name of key/compensated person  TREI WILDTREI WILD 
Position of compensated person
Average hours per week working for org  5.005.00 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Wolfe, Rosanne
TitleREGION 7 VICE PRESIDENTREGION 7 VICE PRESIDENTREGION 7 VPREGION 7 VP 
Name of key/compensated personROSANNE WOLFEROSANNE WOLFEROSANNE WOLFEROSANNE WOLFE 
Position of compensated person
Average hours per week working for org5.005.005.005.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
van Putten, Denise
TitleREGION 3 VICE PRESIDENT MEMBERSHIP COMMITTEE CHAIRMEMBERSHIP COMMITTEE CHAIR 
Name of key/compensated personDENISE VAN PUTTEN DENISE VAN PUTTENDENISE VAN PUTTEN 
Position of compensated person
Average hours per week working for org5.00 5.005.00 
Reportable compensation from org$0.00 $0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00 $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00$0.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesADVOCATE FOR MEMBERS, PROVIDE PROFESSIONAL DEVELOPMENT, & DELIVER RESOURCES TO PROMOTE EXCELLENCE.ADVOCATE FOR MEMBERS, PROVIDE PROFESSIONAL DEVELOPMENT, & DELIVER RESOURCES TO PROMOTE EXCELLENCE.ADVOCATE FOR MEMBERS, PROVIDE PROFESSIONAL DEVELOPMENT, DELIVER RESOURCES TO PROMOTE EXCELLENCE.ADVOCATE FOR MEMBERS, PROVIDE PROFESSIONAL DEVELOPMENT, DELIVER RESOURCES TO PROMOTE EXCELLENCE.ADVOCATE FOR MEMBERS, PROVIDE PROFESSIONAL DEVELOPMENT, DELIVER RESOURCES.
Programs, including revenue & expenses
CONVENTION/LPRT - OUR ANNUAL CONVENTION PROVIDES A FORUM FOR THE EXCHANGE OF MANAGEMENT, TECHNOLOGY, AND INDUSTRY BEST PRACTICES. IT ALSO PROVIDES A MEANS FOR THE DISSEMINATION OF OTHER IMPORTANT TIMELY INFORMATION THAT ENABLES ATTENDEES TO BRING HIGHER VALUE TO THEIR CLIENTS. PRODUCERS WHO MEET CERTAIN QUALIFICATIONS RECEIVE SPECIAL RECOGNITION.
Program descriptionCONVENTION/LPRT - OUR ANNUAL CONVENTION PROVIDES A FORUM FOR THE EXCHANGE OF MANAGEMENT, TECHNOLOGY, AND INDUSTRY BEST PRACTICES. IT ALSO PROVIDES A MEANS FOR THE DISSEMINATION OF OTHER IMPORTANT TIMELY INFORMATION THAT ENABLES ATTENDEES TO BRING HIGHER VALUE TO THEIR CLIENTS. PRODUCERS WHO MEET CERTAIN QUALIFICATIONS RECEIVE SPECIAL RECOGNITION.CONVENTION/LPRT- OUR ANNUAL CONVENTION PROVIDES A FORUM FOR THE EXCHANGE OF MANAGEMENT, TECHNOLOGY, AND INDUSTRY BEST PRACTICES. IT ALSO PROVIDES A MEANS FOR THE DISSEMINATION OF OTHER IMPORTANT TIMELY INFORMATION THAT ENABLES ATTENDEES TO BRING HIGHER VALUE TO THEIR CLIENTS. PRODUCERS WHO MEET CERTAIN QUALIFICATIONS RECEIVE SPECIAL RECOGNITION.CONVENTION/LPRT- OUR ANNUAL CONVENTION PROVIDES A FORUM FOR THE EXCHANGE OF MANAGEMENT, TECHNOLOGY, AND INDUSTRY BEST PRACTICES. IT ALSO PROVIDES A MEANS FOR THE DISSEMINATION OF OTHER IMPORTANT TIMELY INFORMATION THAT ENABLES ATTENDEES TO BRING HIGHER VALUE TO THEIR CLIENTS. PRODUCERS WHO MEET CERTAIN QUALIFICATIONS RECEIVE SPECIAL RECOGNITION.CONVENTION/LPRT- OUR ANNUAL CONVENTION PROVIDES A FORUM FOR THE EXCHANGE OF MANAGEMENT, TECHNOLOGY, AND INDUSTRY BEST PRACTICES. IT ALSO PROVIDES A MEANS FOR THE DISSEMINATION OF OTHER IMPORTANT TIMELY INFORMATION THAT ENABLES ATTENDEES TO BRING HIGHER VALUE TO THEIR CLIENTS. PRODUCERS WHO MEET CERTAIN QUALIFICATIONS RECEIVE SPECIAL RECOGNITION.CONVENTION/LPRT- OUR ANNUAL CONVENTION PROVIDES A FORUM FOR THE EXCHANGE OF MANAGEMENT, TECHNOLOGY, AND INDUSTRY BEST PRACTICES. IT ALSO PROVIDES A MEANS FOR THE DISSEMINATION OF OTHER IMPORTANT TIMELY INFORMATION THAT ENABLES ATTENDEES TO BRING HIGHER VALUE TO THEIR CLIENTS. PRODUCERS WHO MEET CERTAIN QUALIFICATIONS RECEIVE SPECIAL RECOGNITION.
EDUCATION - EDUCATION PROGRAMS PROVIDE A MEANS TO ENSURE CONTINUING PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION TO MEET STATE LICENSING REQUIREMENTS. PROGRAMS INCLUDE ETHICS TRAINING AT NO COST TO MEMBERS ON AN ANNUAL BASIS, AS WELL AS MANY OTHER PROGRAMS WITH THE LATEST INFORMATION ON COMPLIANCE. PROGRAMS ARE PROVIDED AT BOTH THE LOCAL CHAPTER LEVEL AS WELL AS ONLINE AND THROUGH VARIOUS VIRTUAL OPPORTUNITIES.
Program descriptionEDUCATION - EDUCATION PROGRAMS PROVIDE A MEANS TO ENSURE CONTINUING PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION TO MEET STATE LICENSING REQUIREMENTS. PROGRAMS INCLUDE ETHICS TRAINING AT NO COST TO MEMBERS ON AN ANNUAL BASIS, AS WELL AS MANY OTHER PROGRAMS WITH THE LATEST INFORMATION ON COMPLIANCE. PROGRAMS ARE PROVIDED AT BOTH THE LOCAL CHAPTER LEVEL AS WELL AS ONLINE AND THROUGH VARIOUS VIRTUAL OPPORTUNITIES.EDUCATION - EDUCATION PROGRAMS PROVIDE A MEANS TO ENSURE CONTINUING PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION TO MEET STATE LICENSING REQUIREMENTS. PROGRAMS INCLUDE ETHICS TRAINING AT NO COST TO MEMBERS ON AN ANNUAL BASIS, AS WELL AS MANY OTHER PROGRAMS WITH THE LATEST INFORMATION ON COMPLIANCE. PROGRAMS ARE PROVIDED AT BOTH THE LOCAL CHAPTER LEVEL AS WELL AS ONLINE AND THROUGH VARIOUS VIRTUAL OPPORTUNITIES.EDUCATION- EDUCATION PROGRAMS PROVIDE A MEANS TO ENSURE CONTINUING PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION TO MEET STATE LICENSING REQUIREMENTS. PROGRAMS INCLUDE ETHICS TRAINING AT NO COST TO MEMBERS ON AN ANNUAL BASIS, AS WELL AS MANY OTHER PROGRAMS WITH THE LATEST INFORMATION ON COMPLIANCE. PROGRAMS ARE PROVIDED AT BOTH THE LOCAL CHAPTER LEVEL AS WELL AS ONLINE AND THROUGH VARIOUS VIRTUAL OPPORTUNITIES.EDUCATION- EDUCATION PROGRAMS PROVIDE A MEANS TO ENSURE CONTINUING PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION TO MEET STATE LICENSING REQUIREMENTS. PROGRAMS INCLUDE ETHICS TRAINING AT NO COST TO MEMBERS ON AN ANNUAL BASIS, AS WELL AS MANY OTHER PROGRAMS WITH THE LATEST INFORMATION ON COMPLIANCE. PROGRAMS ARE PROVIDED AT BOTH THE LOCAL CHAPTER LEVEL AS WELL AS ONLINE AND THROUGH VARIOUS VIRTUAL OPPORTUNITIES.EDUCATION- EDUCATION PROGRAMS PROVIDE A MEANS TO ENSURE CONTINUING PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION TO MEET STATE LICENSING REQUIREMENTS. PROGRAMS INCLUDE ETHICS TRAINING AT NO COST TO MEMBERS ON AN ANNUAL BASIS, AS WELL AS MANY OTHER PROGRAMS WITH THE LATEST INFORMATION ON COMPLIANCE. PROGRAMS ARE PROVIDED AT BOTH THE LOCAL CHAPTER LEVEL AS WELL AS ONLINE AND THROUGH VARIOUS VIRTUAL OPPORTUNITIES. IN ADDITION, IN 2012 THE ORGANIZATION BEGAN A PPACA ("AFFORDABLE CARE ACT") CERTIFICATION PROGRAM.
LEGISLATIVE PROGRAMS - OUR CAPITAL CONFERENCE PROVIDES AN ANNUAL FORUM FOR EXTENSIVE EDUCATION ON CURRENT LEGISLATIVE ISSUES. IT ALSO PROVIDES AN OPPORTUNITY FOR OUR MEMBERS TO MEET WITH AND HEAR FROM MEMBERS OF CONGRESS AND ADMINISTRATION AND TO LEARN ABOUT CURRENT LEGISLATIVE PROPOSALS. IT ALSO ALLOWS OUR MEMBERS TO SHARE THEIR EXPERIENCES WITH THEIR LEGISLATORS ON ISSUES FACING CONSUMERS OF HEALTH INSURANCE ALL OVER AMERICA.
Program descriptionLEGISLATIVE PROGRAMS - OUR CAPITAL CONFERENCE PROVIDES AN ANNUAL FORUM FOR EXTENSIVE EDUCATION ON CURRENT LEGISLATIVE ISSUES. IT ALSO PROVIDES AN OPPORTUNITY FOR OUR MEMBERS TO MEET WITH AND HEAR FROM MEMBERS OF CONGRESS AND ADMINISTRATION AND TO LEARN ABOUT CURRENT LEGISLATIVE PROPOSALS. IT ALSO ALLOWS OUR MEMBERS TO SHARE THEIR EXPERIENCES WITH THEIR LEGISLATORS ON ISSUES FACING CONSUMERS OF HEALTH INSURANCE ALL OVER AMERICA.LEGISLATIVE PROGRAMS - OUR CAPITAL CONFERENCE PROVIDES AN ANNUAL FORUM FOR EXTENSIVE EDUCATION ON CURRENT LEGISLATIVE ISSUES. IT ALSO PROVIDES AN OPPORTUNITY FOR OUR MEMBERS TO MEET WITH AND HEAR FROM MEMBERS OF CONGRESS AND ADMINISTRATION AND TO LEARN ABOUT CURRENT LEGISLATIVE PROPOSALS. IT ALSO ALLOWS OUR MEMBERS TO SHARE THEIR EXPERIENCES WITH THEIR LEGISLATORS ON ISSUES FACING CONSUMERS OF HEALTH INSURANCE ALL OVER AMERICA.LEGISLATIVE PROGRAMS - OUR CAPITAL CONFERENCE PROVIDES AN ANNUAL FORUM FOR EXTENSIVE EDUCATION ON CURRENT LEGISLATIVE ISSUES. IT ALSO PROVIDES AN OPPORTUNITY FOR OUR MEMBERS TO MEET WITH AND HEAR FROM MEMBERS OF CONGRESS AND ADMINISTRATION AND TO LEARN ABOUT CURRENT LEGISLATIVE PROPOSALS. IT ALSO ALLOWS OUR MEMBERS TO SHARE THEIR EXPERIENCES WITH THEIR LEGISLATORS ON ISSUES FACING CONSUMERS OF HEALTH INSURANCE ALL OVER AMERICA.LEGISLATIVE PROGRAMS - OUR CAPITAL CONFERENCE PROVIDES AN ANNUAL FORUM FOR EXTENSIVE EDUCATION ON CURRENT LEGISLATIVE ISSUES. IT ALSO PROVIDES AN OPPORTUNITY FOR OUR MEMBERS TO MEET WITH AND HEAR FROM MEMBERS OF CONGRESS AND ADMINISTRATION AND TO LEARN ABOUT CURRENT LEGISLATIVE PROPOSALS. IT ALSO ALLOWS OUR MEMBERS TO SHARE THEIR EXPERIENCES WITH THEIR LEGISLATORS ON ISSUES FACING CONSUMERS OF HEALTH INSURANCE ALL OVER AMERICA.LEGISLATIVE PROGRAMS - OUR CAPITAL CONFERENCE PROVIDES AN ANNUAL FORUM FOR EXTENSIVE EDUCATION ON CURRENT LEGISLATIVE ISSUES. IT ALSO PROVIDES AN OPPORTUNITY FOR OUR MEMBERS TO MEET WITH AND HEAR FROM MEMBERS OF CONGRESS AND ADMINISTRATION AND TO LEARN ABOUT CURRENT LEGISLATIVE PROPOSALS. IT ALSO ALLOWS OUR MEMBERS TO SHARE THEIR EXPERIENCES WITH THEIR LEGISLATORS ON ISSUES FACING CONSUMERS OF HEALTH INSURANCE ALL OVER AMERICA.
Financial data
Revenue
Total revenue$7,241,071.00$7,740,896.00$7,508,702.00$8,474,750.00$6,759,278.00
Revenue from contributions (total) $0.00 $0.00$0.00
Investment income, current yr$8,650.00$55,307.00$30,687.00$15,975.00$14,103.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$582,552.00$683,701.00$608,289.00$587,132.00$643,243.00
Other revenue, current yr$389,601.00$1,100,272.00$998,159.00$1,921,262.00$388,416.00
Net unrelated business taxable revenue$285,100.00$363,333.00$285,716.00$280,882.00$346,240.00
Program service revenue (total)$6,842,820.00$6,585,317.00$6,479,856.00$6,537,513.00$6,356,759.00
Gross receipts$9,626,035.00$9,769,990.00$8,815,982.00$10,445,750.00$8,903,374.00
Other types of revenue
Royalties (total)$164,898.00$222,033.00$233,955.00$297,725.00$190,642.00
Miscellaneous revenue (total)$223,462.00$875,273.00$763,013.00$1,613,487.00$192,597.00
Income from dividends, interest, and similar investments$47,656.00$54,863.00$30,687.00$15,975.00$14,199.00
Net rental income $0.00 $0.00$0.00
Net inventory sales (total)$1,241.00$2,966.00$1,191.00$10,050.00$5,177.00
Expense categories (totals)
Total functional expenses: sum of all$7,705,913.00$7,772,250.00$7,961,005.00$7,420,843.00$6,603,673.00
Fees for services
Lobbying fees (total)$356,485.00$280,257.00$372,331.00$253,181.00$274,040.00
Legal fees (total)$4,724.00$36,374.00$21,107.00$9,579.00$15,928.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$3,860,418.00$4,233,410.00$4,438,198.00$4,873,415.00$3,720,097.00
Total assets, beginning of year$4,233,410.00$4,438,198.00$4,873,415.00$3,720,097.00$3,621,782.00
Total liabilities$3,087,681.00$3,090,608.00$3,166,283.00$3,156,744.00$3,051,218.00
Total liabilities, beginning of year$3,090,608.00$3,166,283.00$3,156,744.00$3,051,218.00$3,107,018.00
Unrestricted net assets, end of yr$733,269.00$1,103,334.00$1,232,447.00$1,677,203.00$603,421.00
Temporarily restricted net assets$39,468.00$39,468.00$39,468.00$39,468.00$65,458.00
Net assets$772,737.00$1,142,802.00$1,271,915.00$1,716,671.00$668,879.00
Net assets, beginning of year$1,142,802.00$1,271,915.00$1,716,671.00$668,879.00$514,764.00
Other liabilities$468,986.00$506,804.00$256,241.00$196,394.00$135,445.00
Intangible assets$10,000.00    
Other assets$104,385.00$62,368.00$37,162.00$37,162.00$28,709.00
Investments: publicly traded securities$1,701,035.00$1,616,709.00$894,976.00 $2,096,749.00
Cash: non-interest bearing$388,407.00$371,590.00$500.00$500.00$500.00
Cash: non-interest bearing, beginning of year$371,590.00$225,913.00$500.00$500.00$500.00
Other financial variables
Revenue less expenses-$464,842.00-$31,354.00-$452,303.00$1,053,907.00$155,605.00
Advertising (total)$381,163.00$337,410.00$514,100.00$314,988.00$324,240.00
Savings & temp cash investment$680,159.00$1,204,744.00$2,480,590.00$3,890,423.00$775,110.00
Accounts receivable, net$489,767.00$401,947.00$373,367.00$311,970.00$191,016.00
Prepaid expenses & deferred charges$200,570.00$227,966.00$188,677.00$198,032.00$158,434.00
Accounts payable & accrued expenses$596,309.00$557,713.00$538,070.00$530,490.00$417,176.00
Deferred revenue$2,022,386.00$2,026,091.00$2,371,972.00$2,429,860.00$2,498,597.00
Total net assets or fund balances$772,737.00$1,142,802.00$1,271,915.00$1,716,671.00$668,879.00
Depreciation, depletion, amortization$113,256.00$123,155.00$141,491.00$111,537.00$128,173.00
Governance and accountability
Number of voting members2116161616
Number of independent voting members2114151614
Financial sheets auditedTrueTrueTrueTrueTrue
Audit on consolidated basisTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Has local chaptersTrueTrueTrueTrueTrue
Indicators for schedules (selected)
Org has controlled entityTrueTrueTrueTrue 
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-01-022017-04-072016-02-182014-12-292014-01-06
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201743189349303554201633199349312393201543209349312689201433219349304943201323199349304627
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