Civic Intelligence

National Association of Benefits and Insurance Prof Sub Chgo

EIN 87-2672764 • 501(c)6 • Gurnee, IL

NTEE S40

Profile

To improve members' abilities to meet the health, financial and retirement security needs of their clients through education, advocacy and professional development.

5445 Grand Ave Su 207Gurnee, IL 60031

www.nabipscil.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

77th percentile

28%

Higher net margin than 77% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$9,700

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 18.6% of source-year revenue.

NTEE S40 • <$500k nonprofits • Source year 2025

Asset Growth

82nd percentile

32%

Faster asset growth than 82% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

96th percentile

208%

Faster revenue growth than 96% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$61,293

Up $14,683 (+32%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$61,293

Up $14,683 (+32%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$52,075

Up $35,173 (+208%) from 2024

Expenses

Up

$37,392

Up $9,031 (+32%) from 2024

Net Income

Up

$14,683

Up $26,142 (+228%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$80K$60K$40K$20K$0Assets 2023: $58,069Net Assets 2023: $58,0692023Assets 2024: $46,610Net Assets 2024: $46,6102024Assets 2025: $61,293Net Assets 2025: $61,2932025

Highlighted filing

2025

Assets$61,293
Liabilities-
Net Assets$61,293
Open 2025 Filing

Operations Trend

Revenue Growth96th percentile

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

$60K$40K$20K$0-$20KRevenue 2023: $8,911Expenses 2023: $17,794Net Income 2023: -$8,8832023Revenue 2024: $16,902Expenses 2024: $28,361Net Income 2024: -$11,4592024Revenue 2025: $52,075Expenses 2025: $37,392Net Income 2025: $14,6832025

Highlighted filing

2025

Revenue$52,075
Expenses$37,392
Net Income$14,683
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,293
Liabilities
-
Net assets
$61,293
Revenue
$52,075
Expenses
$37,392
Net income
$14,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$61.3$61.3$52.1$37.4$14.7
2024Detailed filing. Detailed filing data is available for this year.$46.6$46.6$16.9$28.4$11.5
2023Detailed filing. Detailed filing data is available for this year.$58.1$58.1$8.91$17.8$8.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 3, 2025
Return Version
2024v5.0
Gross Receipts
$52,075
Mission and Program Overview

Mission

To improve members' abilities to meet the health, financial and retirement security needs of their clients through education, advocacy and professional development.

Program Services

DescriptionGrantsExpenses
CONFERENCES AND RELATED LEGISLATIVE INITIATIVES.-$18,322
CONFERENCES AND RELATED LEGISLATIVE INITIATIVES.-$5,000
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY MONGERExective Director-$9,700-$9,700
JESSICA PIERCEPresident-$0--
KEN PETERSONVice Preside-$0--
JACK PETERSENSecretary-$0--
CHAYCE NUNEZ-MCLELLANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
National Association of Benefits
EIN
87-2672764
Phone
8473620335
Address
5445 GRAND AVE SU 207, GURNEE, IL 60031

Signing Officer

Name
Holly Monger
Title
Exective Director
Phone
8473620335
Signed
2025-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Bryant & Davalle Pc
Address
1210 W NORTHWEST HWY, PALATINE, IL 60067-1897
Preparer
Mark Davalle CPA
Phone
8473580800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 320 capcon 4,000 nationals 250 insurance 750 postage 1,000 website 72 continuing education 1,614 venue 12,836 dues & subscriptions 950 merchant fees 1,850 total 23,642”

Form 990-ez, Part III

“To improve members' abilities to meet the health, financial and retirement security needs of their clients through education, advocacy and professional development.”

Form 990-ez, Part III, Line 31

“Conferences and related legislative initiatives.”

Raw XML Appendix108 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/PersonNm0HOLLY MONGER
IRS990EZ/BooksInCareOfDetail/PhoneNum08473620335
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02809 BELLE LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCHAUMBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060193
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046610
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061293
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040787
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014683
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013750
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046610
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061293
IRS990EZ/GrossReceiptsAmt052075
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010638
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046610
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061293
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046610
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061293
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt49700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA PIERCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEN PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACK PETERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHAYCE NUNEZ-MCLELLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOLLY MONGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECTIVE DIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023642
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE MEMBERS' ABILITIES TO MEET THE HEALTH, FINANCIAL AND RETIREMENT SECURITY NEEDS OF THEIR CLIENTS THROUGH EDUCATION, ADVOCACY AND PROFESSIONAL DEVELOPMENT.
IRS990EZ/ProgramServiceRevenueAmt0650
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONFERENCES AND RELATED LEGISLATIVE INITIATIVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONFERENCES AND RELATED LEGISLATIVE INITIATIVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018322
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037392
IRS990EZ/TotalProgramServiceExpensesAmt023322
IRS990EZ/TotalRevenueAmt052075
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NABIPSCIL.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 320 CAPCON 4,000 NATIONALS 250 INSURANCE 750 POSTAGE 1,000 WEBSITE 72 CONTINUING EDUCATION 1,614 VENUE 12,836 DUES & SUBSCRIPTIONS 950 MERCHANT FEES 1,850 TOTAL 23,642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO IMPROVE MEMBERS' ABILITIES TO MEET THE HEALTH, FINANCIAL AND RETIREMENT SECURITY NEEDS OF THEIR CLIENTS THROUGH EDUCATION, ADVOCACY AND PROFESSIONAL DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFERENCES AND RELATED LEGISLATIVE INITIATIVES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY MONGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08473620335
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF BENEFITS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND INSURANCE PROF SUB CHGO
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0872672764
ReturnHeader/Filer/PhoneNum08473620335
ReturnHeader/Filer/USAddress/AddressLine1Txt05445 GRAND AVE SU 207
ReturnHeader/Filer/USAddress/CityNm0GURNEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060031
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461344855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRYANT & DAVALLE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01210 W NORTHWEST HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600671897
ReturnHeader/PreparerPersonGrp/PhoneNum08473580800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK DAVALLE CPA
ReturnHeader/ReturnTs02025-09-10T20:12:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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