Skip to content
Nonprofiteer
← NFIB SMALL BUSINEES LEGAL CENTER

Form 990 for tax year 2022

Filed by NFIB SMALL BUSINEES LEGAL CENTER.

Totals

Total revenue
$1,202,615
Total expenses
$1,088,229
Contributions and grants received
$1,202,025
Grants paid
$0
Program services expenses (Part IX)
$877,336
Management and general expenses
$33,279
Fundraising expenses
$177,614
Program service expenses (Part III)
$877,336

Program services were 80.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRAD CLOSE

    PRESIDENT

    Total calculated
    $1,195,523
    From this org
    $0
    From related orgs
    $1,137,387
    Other
    $58,136
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $639,997 related
    Bonus
    $0 + $400,000 related
    Other
    $0 + $97,390 related
    Deferred
    $0 + $13,679 related
    Nontaxable benefits
    $0 + $44,457 related
    Filer's total
    $0 + $1,195,523 related

  • SAM CHAMBERLAIN

    CHAIRMAN

    Total calculated
    $36,249
    From this org
    $0
    From related orgs
    $36,000
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • STEVE SCHRAMM

    DIRECTOR

    Total calculated
    $26,288
    From this org
    $0
    From related orgs
    $26,039
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • MARIA DAVID

    DIRECTOR

    Total calculated
    $24,912
    From this org
    $0
    From related orgs
    $24,663
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • JOSE VILLA

    DIRECTOR

    Total calculated
    $24,880
    From this org
    $0
    From related orgs
    $24,631
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • PATTI MELLARD

    DIRECTOR

    Total calculated
    $24,249
    From this org
    $0
    From related orgs
    $24,000
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • JEFF READY

    DIRECTOR

    Total calculated
    $20,112
    From this org
    $0
    From related orgs
    $19,863
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • TOM BRYCE

    DIRECTOR

    Total calculated
    $19,449
    From this org
    $0
    From related orgs
    $19,200
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • NEVIN GROCE

    DIRECTOR

    Total calculated
    $19,449
    From this org
    $0
    From related orgs
    $19,200
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • DOUGLASS HENRY

    DIRECTOR

    Total calculated
    $19,449
    From this org
    $0
    From related orgs
    $19,200
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • ROB HOLT

    DIRECTOR

    Total calculated
    $15,492
    From this org
    $0
    From related orgs
    $15,243
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • DAVID ADDINGTON

    VP/SECRETARY/PARLIAMENTARIAN

    Total calculated
    $692,602
    From this org
    $0
    From related orgs
    $662,845
    Other
    $29,757
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $471,415 related
    Bonus
    $0 + $178,180 related
    Other
    $0 + $13,250 related
    Deferred
    $0 + $12,687 related
    Nontaxable benefits
    $0 + $17,070 related
    Filer's total
    $0 + $692,602 related

  • JEFF SMITH

    SVP/CFO

    Total calculated
    $411,542
    From this org
    $0
    From related orgs
    $363,864
    Other
    $47,678
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,644 related
    Bonus
    $0 + $63,750 related
    Other
    $0 + $8,470 related
    Deferred
    $0 + $15,721 related
    Nontaxable benefits
    $0 + $31,957 related
    Filer's total
    $0 + $411,542 related

  • CHRIS PITTS

    SVP/ASST SECRETARY

    Total calculated
    $311,834
    From this org
    $0
    From related orgs
    $286,388
    Other
    $25,446
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,398 related
    Bonus
    $0 + $39,000 related
    Other
    $0 + $13,990 related
    Deferred
    $0 + $9,673 related
    Nontaxable benefits
    $0 + $15,773 related
    Filer's total
    $0 + $311,834 related

  • BETH MILITO

    EXECUTIVE DIRECTOR

    Total calculated
    $278,496
    From this org
    $268,136
    From related orgs
    $0
    Other
    $10,360
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,450
    Bonus
    $32,085
    Other
    $1,601
    Deferred
    $9,337
    Nontaxable benefits
    $1,023
    Filer's total
    $278,496

  • DAWN SIMPSON

    VP/TREASURER

    Total calculated
    $264,054
    From this org
    $0
    From related orgs
    $226,118
    Other
    $37,936
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,113 related
    Bonus
    $0 + $29,000 related
    Other
    $0 + $3,005 related
    Deferred
    $0 + $8,015 related
    Nontaxable benefits
    $0 + $29,921 related
    Filer's total
    $0 + $264,054 related

  • KAREN HARNED

    EXECUTIVE DIRECTOR

    Total calculated
    $244,361
    From this org
    $224,053
    From related orgs
    $0
    Other
    $20,308
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,815
    Bonus
    $43,000
    Other
    $27,238
    Deferred
    $6,362
    Nontaxable benefits
    $13,946
    Filer's total
    $244,361

  • TAMMY BOEHMS

    FORMER SVP/CFO

    Total calculated
    $157,051
    From this org
    $0
    From related orgs
    $154,628
    Other
    $2,423
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $154,628 related
    Deferred
    $0 + $2,423 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $157,051 related

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 — 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

  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
DISCRETIONARY SPENDING ACCOUNT : THE EXECUTIVE DIRECTORS RECEIVE CELLULAR PHONE/DATA SERVICE ALLOWANCE. IN COMPLIANCE WITH IRS CODE SECTION 132, THESE FRINGE BENEFITS ARE TREATED AS TAXABLE SALARY, SUBJECT TO WITHHOLDING, ON THE EMPLOYEE'S W-2.
PART I, LINE 3
COMPENSATION ESTABLISHED BY RELATED ORGANIZATION NFIB SMALL BUSINESS LEGAL CENTER RELIES ON THE NATIONAL FEDERATION OF INDEPENDENT BUSINESS, INC., A RELATED ORGANIZATION, TO ESTABLISH THE EXECUTIVE DIRECTORS' COMPENSATION. NATIONAL FEDERATION OF INDEPENDENT BUSINESS, INC. USES ONE OR MORE OF THE METHODS DESCRIBED ON SCHEDULE J, LINE 3 TO ESTABLISH THE EXECUTIVE DIRECTORS' COMPENSATION.
PART I, LINE 4A:
SEVERANCE DISCLOSURE: PER A SEPARATION AGREEMENT, TAMMY BOEHMS RECEIVED MONTHLY SEVERANCE PAYMENTS IN THE AMOUNT OF $28,467 FOR A PERIOD OF 3 MONTHS.
PART I, LINE 7:
INCENTIVE COMPENSATION PLAN: THE EXECUTIVE DIRECTORS OF NFIB SMALL BUSINESS LEGAL CENTER PARTICIPATE IN AN INCENTIVE COMPENSATION PLAN WITH A PORTION OF THE INCENTIVE BASED ON MANAGEMENT'S REVIEW OF THEIR PERFORMANCE DURING THE YEAR.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
21 June 2023
IRS schema version
2022v5.0
Source object
202341739349301414

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.