Form 990 for tax year 2023
Filed by NATIONAL INDEPENDENT STATISTICAL SERVICE.
Totals
- Total revenue
- $2,811,232
- Total expenses
- $2,400,538
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,342,863
- Investment income
- $22,192
- Other revenue
- $446,177
- Total assets, end of year
- $1,642,696
- Total liabilities, end of year
- $90,038
- Net assets or fund balances, end of year
- $1,552,658
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBER ASSESSMENTS
total $2,342,863 · related or exempt $2,342,863
-
3 · Investment income
total $22,192 · excluded $22,192
-
11a · Other revenue: INSURANCE REIMBURSEMEN
total $443,227 · excluded $443,227
-
11b · Other revenue: MISCELLANEOUS INCOME
total $2,950 · related or exempt $2,950
-
11e · Other revenue, total
$446,177
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $154,100
-
7 · Other salaries and wages
total $1,167,206
-
8 · Pension plan contributions
total $52,457
-
9 · Other employee benefits
total $226,270
-
10 · Payroll taxes
total $104,369
-
11b · Fees: legal
total $69,222
-
11c · Fees: accounting
total $80,600
-
11g · Fees: other
total $20,230
-
12 · Advertising and promotion
total $5,675
-
13 · Office expenses
total $42,396
-
14 · Information technology
total $224,668
-
16 · Occupancy
total $171,885
-
17 · Travel
total $5,080
-
19 · Conferences, conventions and meetings
total $30,356
-
22 · Depreciation, depletion and amortization
total $8,535
-
23 · Insurance
total $14,072
-
24a · Other expenses: DUES & SUBSCRIPTIONS
total $20,946
-
24b · Other expenses: BAD DEBT EXPENSE
total $1,832
-
24c · Other expenses: MISCELLANEOUS
total $639
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $254,712 · end of year $316,818
-
2 · Savings and temporary cash investments
beginning of year $377,190 · end of year $768,489
-
4 · Accounts receivable
beginning of year $290,490 · end of year $288,915
-
9 · Prepaid expenses and deferred charges
beginning of year $13,778 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$324,100
-
10b · Land, buildings and equipment: accumulated depreciation
$180,704
-
10c · Land, buildings and equipment, net
beginning of year $137,287 · end of year $143,396
-
11 · Investments: publicly traded securities
beginning of year $98,308 · end of year $97,964
-
15 · Other assets
beginning of year $32,397 · end of year $27,114
-
17 · Accounts payable and accrued expenses
beginning of year $24,775 · end of year $90,038
-
25 · Other liabilities
beginning of year $80 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $1,179,307 · end of year $1,552,658
Mission and programs · 2023
Mission
TO PROVIDE SIMPLE, COST EFFECTIVE STATISTICAL REPORTING WITH SUPERIOR CUSTOMER SERVICE FOR MEMBER COMPANIES.
Activities or mission (Part I)
NISS COLLECTS DATA FROM ITS MEMBERS AND SUBMITS AGGREGATED REPORTS TO INSURANCE DEPARTMENTS.
-
STATISTICAL REPORTING: ALL EXPENSES OF NISS RELATE TO PROVIDING STATISTICAL AGENT SERVICES FOR MEMBER COMPANIES. NISS COLLECTS SUMMARIZED DATA FROM MEMBER COMPANIES AND PROCESSES IT THROUGH QUALITY EDIT CHECKS, REASONABILITY TESTS AND COMPLETENESS VERIFICATIONS. NISS PREPARES AGGREGATED REPORTS AND SUBMITS THOSE TO STATE INSURANCE DEPARTMENTS IN ORDER TO MEET REGULATORY REQUIREMENTS ON A TIMELY BASIS.
As filed on the 2023 return.
Listed in Part VII
-
SPENCER HERTLER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
SHELLY HARVEY
VICE CHAIRMAN & TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
CHAD BEEHLER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
BOB BROWN
IMMEDIATE PAST CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL WYKES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JASON MCAFEE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DAN RIBAR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
PHIL SHEPPARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JEFF PATTERSON
PRESIDENT & CEO
- Total calculated
- $154,100
- From this org
- $154,100
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,500
- Bonus
- $15,600
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $154,100
-
TERENCE GAY
SENIOR PROGRAMMER
- Total calculated
- $121,231
- From this org
- $121,231
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
BECKY KONKLE
DIRECTOR OF STATISTICAL REPORTING
- Total calculated
- $115,678
- From this org
- $115,678
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
MIRKAMRAN BAYGANI
SOFTWARE ENGINEER
- Total calculated
- $107,557
- From this org
- $107,557
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Compensation survey or study
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES
501(C)(6) · EDUCATION · IN
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
DATA CONVERSION · IN · income $18,855 · assets $56,434
Directly controlled by NISS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422839349300532
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