Civic Intelligence

Wnc Association of Health Underwrit

EIN 56-1894470 • 501(c)6 • Spruce Pine, NC

Profile

Advocates for local members

138 Highland AvenueSpruce Pine, NC 28777
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE S41 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE S41 • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE S41 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

18%

Faster asset growth than 72% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-66%

Faster revenue growth than 7% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$18,045

Up $2,739 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$18,045

Up $2,739 (+18%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

Down

$3,368

Down $6,469 (-66%) from 2023

Expenses

Down

$629

Down $5,939 (-90%) from 2023

Net Income

Down

$2,739

Down $530 (-16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $26,723Liabilities 2011: $02011Assets 2012: $23,774Net Assets 2012: $23,7742012Assets 2016: $16,671Liabilities 2016: $02016Assets 2017: $14,974Liabilities 2017: $0Net Assets 2017: $14,9742017Assets 2018: $13,563Liabilities 2018: $0Net Assets 2018: $13,5632018Assets 2019: $10,561Liabilities 2019: $0Net Assets 2019: $10,5612019Assets 2020: $12,118Liabilities 2020: $0Net Assets 2020: $12,1182020Assets 2021: $14,389Liabilities 2021: $0Net Assets 2021: $14,3892021Assets 2022: $12,037Liabilities 2022: $0Net Assets 2022: $12,0372022Assets 2023: $15,306Liabilities 2023: $0Net Assets 2023: $15,3062023Assets 2024: $18,045Liabilities 2024: $0Net Assets 2024: $18,0452024

Highlighted filing

2024

Assets$18,045
Liabilities$0
Net Assets$18,045
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2011: $23,427Expenses 2011: $22,606Net Income 2011: $8212011Revenue 2012: $15,564Expenses 2012: $18,513Net Income 2012: -$2,9492012Revenue 2016: $13,377Expenses 2016: $12,808Net Income 2016: $5692016Revenue 2017: $12,428Expenses 2017: $14,125Net Income 2017: -$1,6972017Revenue 2018: $11,092Expenses 2018: $12,503Net Income 2018: -$1,4112018Revenue 2019: $3,582Expenses 2019: $6,584Net Income 2019: -$3,0022019Revenue 2020: $3,692Expenses 2020: $2,135Net Income 2020: $1,5572020Revenue 2021: $3,097Expenses 2021: $826Net Income 2021: $2,2712021Revenue 2022: $3,206Expenses 2022: $5,558Net Income 2022: -$2,3522022Revenue 2023: $9,837Expenses 2023: $6,568Net Income 2023: $3,2692023Revenue 2024: $3,368Expenses 2024: $629Net Income 2024: $2,7392024

Highlighted filing

2024

Revenue$3,368
Expenses$629
Net Income$2,739
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$18,045
Liabilities
$0
Net assets
$18,045
Revenue
$3,368
Expenses
$629
Net income
$2,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$0.00$18.0$3.37$0.63$2.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.00$15.3$9.84$6.57$3.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$3.21$5.56$2.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.00$14.4$3.10$0.83$2.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.00$12.1$3.69$2.14$1.56
2019Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$3.58$6.58$3.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$11.1$12.5$1.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.00$15.0$12.4$14.1$1.70
2016Summary only. Only limited summary data is available for this year.$16.7$0.00$13.4$12.8$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$23.8$15.6$18.5$2.95
2011Summary only. Only limited summary data is available for this year.$26.7$0.00$23.4$22.6$0.82
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 12, 2020
Return Version
2019v5.0
Gross Receipts
$3,582
Mission and Program Overview

Mission

Advocates for local members

Program Services

DescriptionGrantsExpenses
The WNC Association of Health Underwriters is a local chapter of of the National Association of Health Underwriters. The organizationrepresents licensed health insurance agent-$6,584
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brett BrunmeierPast President-$0--
Jennifer MooreSecretary-$0--
Andrea BlockPresident-$0--
Pat HensleyPast President-$0--
Amy EllisTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
WNC Association of Health Underwrit
EIN
56-1894470
Address
138 Highland Avenue, Spruce Pine, NC 28777

Signing Officer

Name
Amy Ellis
Title
President
Phone
8287653499
Signed
2020-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Jamie M Miller CPA PLLC
Address
30 Fleming Ave, Marion, NC 28752
Preparer
Jamie Miller
Phone
8286526777
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountLeadership Meetings Washington 3,680Accounting 350Website 403Bank Charges 3Meeting Expense 1,950Bond 126Membership Committee 72”

Raw XML Appendix117 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Amy Ellis
IRS990EZ/BooksInCareOfDetail/PhoneNum08287653499
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0138 Highland Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Spruce Pine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028777
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013563
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010561
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3002
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013563
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010561
IRS990EZ/GrossReceiptsAmt03582
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03241
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013563
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010561
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013563
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010561
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brett Brunmeier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Andrea Block
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Pat Hensley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amy Ellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06584
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Advocates for local members
IRS990EZ/ProgramServiceRevenueAmt0341
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The WNC Association of Health Underwriters is a local chapter of of the National Association of Health Underwriters. The organizationrepresents licensed health insurance agent
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06584
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06584
IRS990EZ/TotalProgramServiceExpensesAmt06584
IRS990EZ/TotalRevenueAmt03582
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountLeadership Meetings Washington 3,680Accounting 350Website 403Bank Charges 3Meeting Expense 1,950Bond 126Membership Committee 72
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY ELLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08287653499
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WNC Association of Health Underwrit
ReturnHeader/Filer/BusinessNameControlTxt0WNCA
ReturnHeader/Filer/EIN0561894470
ReturnHeader/Filer/USAddress/AddressLine1Txt0138 Highland Avenue
ReturnHeader/Filer/USAddress/CityNm0Spruce Pine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028777
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0902693321D705CBF043107D9F4204984E913567D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0902693321D705CBF043107D9F4204984E913567D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06918502020060i5iarbk
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-02-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.37.201.247
ReturnHeader/FilingSecurityInformation/IPDt02020-02-29
ReturnHeader/FilingSecurityInformation/IPTm014:44:53
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jamie M Miller CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 Fleming Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marion
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028752
ReturnHeader/PreparerPersonGrp/PhoneNum08286526777
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jamie Miller
ReturnHeader/ReturnTs02020-02-29T14:43:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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