Civic Intelligence

Nea Members Insurance Trust

990 • Fiscal year 2015 • EIN 52-1126682

Sep 01, 2014 to Aug 31, 2015 • Filed on Apr 11, 2016

Organization Profile

View Organization Page

c/o MBC 900 CLOPPER ROAD SUITE 300Gaithersburg, MD 20878

(301) 251-9600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.16x

Higher debt load relative to assets than 67% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

85th percentile

0.25x

Higher debt load relative to revenue than 85% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Net Margin

67th percentile

8.5%

Higher net margin than 67% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

95th percentile

$446,522

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Asset Growth

32nd percentile

-4.4%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$159,666,197

Down $7,298,180 (-4.4%) from 2014

Net Assets

Down

$134,858,654

Down $3,455,162 (-2.5%) from 2014

Liabilities

Down

$24,807,543

Down $3,843,018 (-13%) from 2014

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin67th percentile

Revenue

Down

$98,149,746

Down $12,139,024 (-11%) from 2014

Expenses

Down

$89,796,679

Down $20,579,794 (-19%) from 2014

Net Income

Up

$8,353,067

Up $8,440,770 (+9624%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2011: $129,052,840Liabilities 2011: $31,252,944Net Assets 2011: $97,799,8962011Assets 2012: $138,519,115Liabilities 2012: $30,893,689Net Assets 2012: $107,625,4262012Assets 2013: $152,877,108Liabilities 2013: $30,823,852Net Assets 2013: $122,053,2562013Assets 2014: $166,964,377Liabilities 2014: $28,650,561Net Assets 2014: $138,313,8162014Assets 2015: $159,666,197Liabilities 2015: $24,807,543Net Assets 2015: $134,858,6542015Assets 2016: $165,652,639Liabilities 2016: $25,879,728Net Assets 2016: $139,772,9112016Assets 2017: $172,375,140Liabilities 2017: $30,417,119Net Assets 2017: $141,958,0212017Assets 2018: $175,812,942Liabilities 2018: $30,431,733Net Assets 2018: $145,381,2092018Assets 2019: $169,100,821Liabilities 2019: $25,377,574Net Assets 2019: $143,723,2472019Assets 2020: $176,698,298Liabilities 2020: $28,211,018Net Assets 2020: $148,487,2802020Assets 2021: $192,678,262Liabilities 2021: $29,685,239Net Assets 2021: $162,993,0232021Assets 2022: $153,761,845Liabilities 2022: $23,573,721Net Assets 2022: $130,188,1242022Assets 2023: $132,885,298Liabilities 2023: $29,088,095Net Assets 2023: $103,797,2032023Assets 2024: $123,933,591Liabilities 2024: $23,666,656Net Assets 2024: $100,266,9352024

Highlighted filing

2015

Assets$159,666,197
Liabilities$24,807,543
Net Assets$134,858,654
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MExpenses 2011: $106,559,9472011Expenses 2012: $103,605,4442012Expenses 2013: $102,883,8002013Revenue 2014: $110,288,770Expenses 2014: $110,376,473Net Income 2014: -$87,7032014Revenue 2015: $98,149,746Expenses 2015: $89,796,679Net Income 2015: $8,353,0672015Revenue 2016: $96,731,029Expenses 2016: $95,553,117Net Income 2016: $1,177,9122016Revenue 2017: $97,385,196Expenses 2017: $104,979,230Net Income 2017: -$7,594,0342017Revenue 2018: $109,710,451Expenses 2018: $101,873,360Net Income 2018: $7,837,0912018Revenue 2019: $100,987,816Expenses 2019: $96,138,601Net Income 2019: $4,849,2152019Revenue 2020: $103,083,951Expenses 2020: $101,311,319Net Income 2020: $1,772,6322020Revenue 2021: $114,296,496Expenses 2021: $115,870,932Net Income 2021: -$1,574,4362021Revenue 2022: $108,316,678Expenses 2022: $110,025,657Net Income 2022: -$1,708,9792022Revenue 2023: $97,675,120Expenses 2023: $125,453,352Net Income 2023: -$27,778,2322023Revenue 2024: $102,704,192Expenses 2024: $104,470,050Net Income 2024: -$1,765,8582024

Highlighted filing

2015

Revenue$98,149,746
Expenses$89,796,679
Net Income$8,353,067
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Apr 11, 2016
Return Version
2014v6.0
Gross Receipts
$157,197,323
Mission and Program Overview

Mission

To provide certain employee welfare benefits to National Education Association(NEA) members and their dependents, pursuant to the NEA Members Insurance Plan.

To provide certain employee welfare benefits to National Education Association (NEA) members and their dependents, pursuant to the NEA Members Insurance Plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$140,776,591$138,334,461▼ $2,442,130
Rtn Earn Endowment Incm Other Fnds$138,313,816$134,858,654▼ $3,455,162
Investments Other Securities$12,840,566$11,814,929▼ $1,025,637
Savings and Temporary Cash Investments$9,903,055$6,019,153▼ $3,883,902
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$166,964,377$159,666,197▼ $7,298,180
Other Assets Total$3,444,165$3,497,654▲ $53,489
Liabilities
Deferred Revenue$12,455,324$12,609,935▲ $154,611
Other Liabilities$11,848,986$9,745,867▼ $2,103,119
Accounts Payable and Accrued Expenses$4,346,251$2,451,741▼ $1,894,510
Total Liabilities$28,650,561$24,807,543▼ $3,843,018
Net Assets / Fund Balance
Total Net Assets Fund Balance$138,313,816$134,858,654▼ $3,455,162
Total Liabilities and Net Assets / Fund Balance$166,964,377$159,666,197▼ $7,298,180

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,875,231--
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Princess MossChairperson
Rebecca Pringleformer Chairperson
Debra E GoldbergTrustee
Gail RasmussenTrustee
Judy SchaubachTrustee
Kay BrilliantTrustee
Kerrie DallmanTrustee
Mary Ann BlankenshipTrustee
Robert ChaninTrustee
Steve McNannayTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Marsh Affinity Group ServicesInsurance Administration12421 Meredith Dr, Urbandale, IA 50398$5,329,613
Buck ConsultantsActuarial500 Plaza Drive, Secaucus, NJ 07096$165,860
-Legal1920 L Street NW, Washington, DC 20036$134,675
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$88,246,266
Investment Income
$9,903,480
Other Revenue
$0
Change in Net Assets
$8,353,067

Audited Revenue Reconciliation

Revenue per Audited Statements
$98,149,746
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$5,512,046
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$103,661,792
Total Revenue per Form 990
$98,149,746
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,336,790
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$66,459,889
Advertising---$16,479,335
Fees for Services Management---$3,546,243
Fees for Services Other---$2,128,383
Information Technology---$598,872
Fees for Service Investment Mgmnt Fees---$310,999
Fees for Services Legal---$134,675
Office Expenses---$68,194
Fees for Services Accounting---$52,500
Travel---$17,589
Total Functional Expenses$0$0$0$89,796,679

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$109,951,147
Expenses per Audited Statements$92,630,873
Total Expenses per Form 990$89,796,679
Expenses Not Reported on Form 990$17,320,274
Expenses Not Reported on Financial Statements$-2,834,194
Other Expense Adjustments$-2,834,194
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-1 common trustee/director100% reimbursed expensesNo$0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued disability claims & reserves$8,489,000
Accrued grace period reserve$1,009,538
Incurred but unrevealed claims$167,379
Investments Payable$79,950
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 9

“Rebecca Pringle - 1201 16th Street, Washington, DC 20036; Robert H. Chanin - 5809 Nicholson Lane #1403, North Bethesda, MD 20852; Mary Ann Blankenship - 401 Capital Avenue, Frankfort, KY 40601; Kay Brilliant - 653 Melodia, Las Cruces, NM 88011; Kerrie Dallman - 1500 Grant Street, Denver, CO 80203; Debra E. Goldberg - 360 East 72nd Street, C2103, New York, NY 10021; Steve McNannay - 408 Augusta Street, SE, Salem, OR 97306; Gail Rasmussen - 419 Northbridge Drive, Bowling Green, KY 42101; Judy L. Schaubach - 27845 Bay Shore Drive, NW, Isanti, MN 55040”

Form 990, Part VI, Section B, Line 11B

“A copy of the final version of this Form 990 was e-mailed to all members of the organization's governing body (the Trustees), who were asked to review it before it was filed with the IRS.”

Form 990, Part VI, Section B, Line 12C

“The organization annually advises all who perform services of the existence and substance of the policy, requires reporting by the staff of the service providers of compliance, and reviews actions of the staff regularly.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Nea Members Insurance Trust
EIN
52-1126682
Phone
3012519600
Address
c/o MBC 900 CLOPPER ROAD SUITE 300, GAITHERSBURG, MD 20878

Signing Officer

Name
Princess Moss
Title
Trustee/Chairperson
Phone
2028227478
Signed
2016-04-11

Organization Details

Principal Officer
Princess Moss
Formed
1978
Legal Domicile
Dc
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Schedule D, Part XI, Line 2D

“Medicare Supplement program premium revenue”

Schedule D, Part XII, Line 2D

“Medicare Supplement program premium expense”

Schedule D, Part XII, Line 4B

“Decrease in Total Benefit Obligations”

Raw XML AppendixShowing 400 of 502 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BenefitsToMembersGrp/TotalAmt066459889
IRS990/BooksInCareOfDetail/PersonNm0Ronald C Mentzer - MBC
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0900 Clopper Road
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0Suite 300
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IRS990/CreditCounselingInd00
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IRS990/CYInvestmentIncomeAmt09903480
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0To provide voluntarily purchased life and accidental death and dismemberment insurance to the 3 million NEA members and their dependents. Provide the Complimentary Life program at no cost to the members.
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IRS990/FeesForServicesLegalGrp/TotalAmt0134675
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IRS990/Form990PartVIISectionAGrp/PersonNm0Princess Moss
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Chanin
IRS990/Form990PartVIISectionAGrp/PersonNm2Mary Ann Blankenship
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IRS990/Form990PartVIISectionAGrp/PersonNm4Kerrie Dallman
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IRS990/Form990PartVIISectionAGrp/PersonNm6Steve McNannay
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9former Chairperson
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide certain employee welfare benefits to National Education Association (NEA) members and their dependents, pursuant to the NEA Members Insurance Plan.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0138313816
IRS990/NetAssetsOrFundBalancesEOYAmt0134858654
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05425556
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05425556
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-11808229
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt068194
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03444165
IRS990/OtherAssetsTotalGrp/EOYAmt03497654
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt011848986
IRS990/OtherLiabilitiesGrp/EOYAmt09745867
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Princess Moss
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/Desc0NEA Member Contrib-Life/ADD
IRS990/ProgramServiceRevenueGrp/Desc1NEA Member Contrib-Pref Term
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt084429817
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13816449
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt084429817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13816449
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgSrvcAccomActy2Grp/Desc0To provide Medicare Supplement Insurance benefits to the members of the National Education Association and their dependents.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt087751770
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06515327
IRS990/PYOtherExpensesAmt022624703
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0103773443
IRS990/PYRevenuesLessExpensesAmt0-87703
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0110376473
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0110288770
IRS990/ReconcilationRevenueExpnssAmt08353067
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0138313816
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0134858654
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09903055
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06019153
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt017320274
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-2834194
IRS990ScheduleD/ExpensesSubtotalAmt092630873
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-11808228
IRS990ScheduleD/OtherExpensesIncludedAmt017320274
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-2834194
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt079950
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1167379
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt28489000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31009538
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Investments Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Incurred but unrevealed claims
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Accrued disability claims & reserves
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Accrued grace period reserve
IRS990ScheduleD/OtherRevenueAmt017320274
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04939698
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt16875231
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Hatteras Multi-strategy TEI (partnership/jt venture)
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Aurora Offshore Fund LTD II (Hedge fund)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt05512046
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt098149746
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Medicare Supplement program premium revenue
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Medicare Supplement program premium expense
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Decrease in Total Benefit Obligations
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part XII, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule D, Part XII, Line 4b
IRS990ScheduleD/TotalBookValueSecuritiesAmt011814929
IRS990ScheduleD/TotalExpensesPerForm990Amt089796679
IRS990ScheduleD/TotalLiabilityAmt09745867
IRS990ScheduleD/TotalRevenuePerForm990Amt098149746
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0103661792
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0109951147
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt076582
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1248611
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt021895
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt179779
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt08570
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt136890
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt053104
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt181242
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Princess Moss
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Rebecca Pringle
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Chairperson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1former Chairperson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0160151
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1446522
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0NEA's Member Benefits Corporation
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt01 common trustee/director
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0100% reimbursed expenses
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rebecca Pringle - 1201 16th Street, Washington, DC 20036; Robert H. Chanin - 5809 Nicholson Lane #1403, North Bethesda, MD 20852; Mary Ann Blankenship - 401 Capital Avenue, Frankfort, KY 40601; Kay Brilliant - 653 Melodia, Las Cruces, NM 88011; Kerrie Dallman - 1500 Grant Street, Denver, CO 80203; Debra E. Goldberg - 360 East 72nd Street, C2103, New York, NY 10021; Steve McNannay - 408 Augusta Street, SE, Salem, OR 97306; Gail Rasmussen - 419 Northbridge Drive, Bowling Green, KY 42101; Judy L. Schaubach - 27845 Bay Shore Drive, NW, Isanti, MN 55040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the final version of this Form 990 was e-mailed to all members of the organization's governing body (the Trustees), who were asked to review it before it was filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization annually advises all who perform services of the existence and substance of the policy, requires reporting by the staff of the service providers of compliance, and reviews actions of the staff regularly.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0520855767
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$159,666,197
Liabilities
$24,807,543
Net assets
$134,858,654
Revenue
$98,149,746
Expenses
$89,796,679
Net income
$8,353,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$124$23.7$100$103$104$1.77
2023Summary only. Only limited summary data is available for this year.$133$29.1$104$97.7$125$27.8
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$154$23.6$130$108$110$1.71
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$193$29.7$163$114$116$1.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$177$28.2$148$103$101$1.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$169$25.4$144$101$96.1$4.85
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$176$30.4$145$110$102$7.84
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$172$30.4$142$97.4$105$7.59
2016Detailed filing. Detailed filing data is available for this year.$166$25.9$140$96.7$95.6$1.18
2015Detailed filing. Detailed filing data is available for this year.$160$24.8$135$98.1$89.8$8.35
2014Detailed filing. Detailed filing data is available for this year.$167$28.7$138$110$110$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$153$30.8$122$103
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$139$30.9$108$104
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$129$31.3$97.8$107