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Nonprofiteer
← NFIB SMALL BUSINEES LEGAL CENTER

Form 990 for tax year 2023

Filed by NFIB SMALL BUSINEES LEGAL CENTER.

Totals

Total revenue
$1,285,447
Total expenses
$1,075,577
Contributions and grants received
$1,285,170
Grants paid
$1,000
Program service revenue
$0
Investment income
$15
Other revenue
$262
Total assets, end of year
$888,474
Total liabilities, end of year
$178,680
Net assets or fund balances, end of year
$709,794
Program services expenses (Part IX)
$885,719
Management and general expenses
$37,518
Fundraising expenses
$152,340
Program service expenses (Part III)
$885,719

Program services were 82.3% 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
    $1,126,070
    From this org
    $0
    From related orgs
    $1,064,052
    Other
    $62,018
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $672,028 related
    Bonus
    $0 + $276,250 related
    Other
    $0 + $115,774 related
    Deferred
    $0 + $14,508 related
    Nontaxable benefits
    $0 + $47,510 related
    Filer's total
    $0 + $1,126,070 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
    $25,420
    From this org
    $0
    From related orgs
    $25,171
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • JEFF READY

    DIRECTOR

    Total calculated
    $24,676
    From this org
    $0
    From related orgs
    $24,427
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • JOSE VILLA

    DIRECTOR

    Total calculated
    $24,452
    From this org
    $0
    From related orgs
    $24,203
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • MARIA DAVID

    DIRECTOR

    Total calculated
    $24,330
    From this org
    $0
    From related orgs
    $24,081
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • PATTI MELLARD

    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

  • ROB HOLT

    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
    $16,449
    From this org
    $0
    From related orgs
    $16,200
    Other
    $249
    Hours/week
    0.25 + 1.5 related

  • TOM BRYCE

    DIRECTOR

    Total calculated
    $2,242
    From this org
    $0
    From related orgs
    $2,200
    Other
    $42
    Hours/week
    0.25 + 1.5 related

  • DAVID ADDINGTON

    VP/SECRETARY/PARLIAMENTARIAN

    Total calculated
    $700,308
    From this org
    $0
    From related orgs
    $669,371
    Other
    $30,937
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $495,080 related
    Bonus
    $0 + $160,480 related
    Other
    $0 + $13,811 related
    Deferred
    $0 + $14,889 related
    Nontaxable benefits
    $0 + $16,048 related
    Filer's total
    $0 + $700,308 related

  • JEFF SMITH

    CFO

    Total calculated
    $478,079
    From this org
    $0
    From related orgs
    $426,449
    Other
    $51,630
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $316,396 related
    Bonus
    $0 + $102,000 related
    Other
    $0 + $8,053 related
    Deferred
    $0 + $16,721 related
    Nontaxable benefits
    $0 + $34,909 related
    Filer's total
    $0 + $478,079 related

  • CHRIS PITTS

    ASST SECRETARY

    Total calculated
    $365,627
    From this org
    $0
    From related orgs
    $337,699
    Other
    $27,928
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,023 related
    Bonus
    $0 + $64,246 related
    Other
    $0 + $11,430 related
    Deferred
    $0 + $11,436 related
    Nontaxable benefits
    $0 + $16,492 related
    Filer's total
    $0 + $365,627 related

  • BETH MILITO

    EXECUTIVE DIRECTOR

    Total calculated
    $321,963
    From this org
    $310,178
    From related orgs
    $0
    Other
    $11,785
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,050
    Bonus
    $38,550
    Other
    $1,578
    Deferred
    $10,810
    Nontaxable benefits
    $975
    Filer's total
    $321,963

  • DAWN SIMPSON

    TREASURER

    Total calculated
    $286,199
    From this org
    $0
    From related orgs
    $250,512
    Other
    $35,687
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,455 related
    Bonus
    $0 + $38,000 related
    Other
    $0 + $3,057 related
    Deferred
    $0 + $8,750 related
    Nontaxable benefits
    $0 + $26,937 related
    Filer's total
    $0 + $286,199 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, 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

  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 DIRECTOR RECEIVES 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 DIRECTOR'S COMPENSATION. NATIONAL FEDERATION OF INDEPENDENT BUSINESS, INC. USES ONE OR MORE OF THE METHODS DESCRIBED ON SCHEDULE J, LINE 3 TO ESTABLISH THE EXECUTIVE DIRECTOR'S COMPENSATION.
PART I, LINE 7:
INCENTIVE COMPENSATION PLAN: THE EXECUTIVE DIRECTOR OF NFIB SMALL BUSINESS LEGAL CENTER PARTICIPATES IN AN INCENTIVE COMPENSATION PLAN WITH A PORTION OF THE INCENTIVE BASED ON MANAGEMENT'S REVIEW OF 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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
18 June 2024
IRS schema version
2023v5.1
Source object
202411709349301201

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