2024-07-02T15:14:55-05:00 2023-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 5975 CASTLE CREEK PARKWAY N DR STE 400 INDIANAPOLIS IN 46250 990 2023-01-01 350802761 NATIONAL ASSOC OF INSURANCE & FINANCIAL ADVISORS - INDIANA INC NATI 3178446268 1717 E 116TH STREET 104 CARMEL IN 46032 SANDY GRAY EXECUTIVE DIRECTOR 3178446268 2024-05-30 1 SANDY GRAY 999009999 0 YVONNE B DE CALONNE P00163431 3174690169 2024-05-30 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z DANIEL STALLINGS 1717 E 116TH STREET 104 CARMEL IN 46032 214365 0 X HTTP://WWW.NAIFA-INDIANA.ORG X 1935 IN TO PROMOTE HIGH STANDARDS OF ETHICAL PRACTICE IN THE BEST INTEREST OF THE INSURING PUBLIC AND TO IMPROVE THE PROFESSIONAL SKILLS OF OUR MEMBERS WHO PROVIDE INSURANCE AND OTHER CLOSELY RELATED FINANCIAL PRODUCTS. 14 14 3 16 0 0 31345 8950 84808 83676 -23393 17929 63319 62208 156079 172763 0 0 0 0 119841 127128 0 0 0 98212 103381 218053 230509 -61974 -57746 268373 232484 2982 12764 265391 219720 TO PROMOTE HIGH STANDARDS OF ETHICAL PRACTICE IN THE BEST INTEREST OF THE INSURING PUBLIC AND TO IMPROVE THE PROFESSIONAL SKILLS OF OUR MEMBERS WHO PROVIDE INSURANCE AND OTHER CLOSELY RELATED FINANCIAL PRODUCTS. 0 0 MONTHLY VIDEO NEWSLETTER. EMAILED TO ENTIRE MEMBERSHIP. CONVENTIONS AND MEETINGS. ANNUAL SALES SEMINAR - AVAILABLE TO ALL MEMBERS. ANNUAL LEADERSHIP CONFERENCE. NATIONAL CONVENTION. ALL MEMBERS OF NAIFA-INDIANA ARE VOTING DELEGATES AT THE ANNUAL MEETING. WE HAVE 5 LOCALS ASSOCIATIONS THAT MAINTAIN AN AFFILIATE STATUS. PUBLIC SERVICE PROJECT. AT LEAST ONE PUBLIC SERVICE PROJECT EACH YEAR. ALL NAIFA-INDIANA MEMBERS ARE ENCOURAGED TO PARTICIPATE. 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 3 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X SANDY GRAY 3178446268 1717 E 116TH STREET SUITE 104 CARMEL IN 46032 DANIEL STALLINGS PRESIDENT 1.00 X X 0 0 0 JEREMY STACKHOUSE PRESIDENT-ELECT 1.00 X X 0 0 0 ZARY LETE SECRETARY/TREASURER 1.00 X X 0 0 0 KYLE CYR NATIONAL COMMITTEEMAN 1.00 X X 0 0 0 JOE CERDA PAST-PRESIDENT 1.00 X X 0 0 0 CONNIE MARCUM DIRECTOR 1.00 X 0 0 0 CHRISTOPHER BARNTHOUSE DIRECTOR 1.00 X 0 0 0 THOMAS R GEARHART DIRECTOR 1.00 X 0 0 0 PENNY GRUENER DIRECTOR 1.00 X 0 0 0 JASON SMITH DIRECTOR 1.00 X 0 0 0 AUGUST HARDEE DIRECTOR 1.00 X 0 0 0 MALLIE REEDER DIRECTOR 1.00 X 0 0 0 KENT BURROWS DIRECTOR 1.00 X 0 0 0 CYNTHIA KERSTIENS DIRECTOR 1.00 X 0 0 0 SANDY GRAY EXECUTIVE DIRECTOR 40.00 X 57783 0 0 57783 0 0 0 0 0 0 0 8950 8950 MEMBERSHIP DUES & ASSE 541900 75256 75256 LOCAL FUNDS 541900 8000 8000 EDUCATION REG. FEES 541900 420 420 83676 2486 2486 50823 35380 15443 15443 15443 13183 6222 6961 6961 ADMINISTRATIVE SERVICE 561000 32267 32267 MISCELLANEOUS 541900 17980 17980 CORPORATE LEGISLATIVE/ 541900 5000 5000 55247 172763 154366 0 9447 57783 53316 1457 14572 1650 20530 11195 20576 411 20609 2953 AFFILIATE EXPENSE 11204 MISCELLANEOUS 3911 EDUCATIONAL 3379 IFAPAC STATE CONTRIBUTI 2344 4619 230509 70310 60872 9073 11224 48222 48222 0 0 188990 160388 268373 232484 2982 12764 2982 12764 X 189240 143569 76151 76151 265391 219720 268373 232484 -57746 12075 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2344 2344 2344 0 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - IFAPAC 1000 WILSON BOULEVARD SUITE 1890 ARLINGTON VA 22209 530232489 2344 0 0 0 75256 20530 -5042 15488 15051 437 PART I-A, LINE 1: THE ORGANIZATION MAKES CONTRIBUTIONS TO THE IFAPAC 48222 48222 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP HAS TWO DIFFERENT LEVELS, ACTIVE AND ASSOCIATE. AN ACTIVE MEMBER IS LICENSED TO SELL INSURANCE AND IS ELIGIBLE TO BE ON THE BOARD OF DIRECTORS AND BE AN OFFICER OF THE ORGANIZATION. AN ASSOCIATE MEMBER IS NOT LICENSED TO SELL INSURANCE AND MAY ONLY BE ON THE BOARD OF DIRECTORS AND NOT AN OFFICER. BOTH MEMBERSHIPS CAN VOTE AT THE STATE AND LOCAL LEVELS, BUT ONLY AN ACTIVE MEMBER CAN VOTE AT THE NATIONAL CONVENTION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE OFFICERS AND BOARD OF DIRECTORS. IF THE MEMBERS DISAPPROVE OF THEIR ACTIONS, IT IS THE MEMBERS DUTY NOT TO RE-ELECT THE OFFICERS AND BOARD OF DIRECTORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE RETURN BEFORE IT IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL DECLARATION OF ANY CONFLICTS OF INTEREST. ANY CONFLICTS BROUGHT TO ATTENTION IS THEN REVIEWED ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE MAKES CALLS TO THEIR PEERS IN OTHER STATES THAT HAVE EMPLOYEES TO COMPARE SALARY AND BENEFITS AND THEY HAVE LOCALS THAT EMPLOY ADMINISTRATIVE STAFF THROUGHOUT THE STATE THAT THEY SURVEY TO MAKE SURE THAT COMPENSATION AND BENEFITS ARE IN LINE. FORM 990, PART VI, SECTION C, LINE 19 CONSISTENT WITH THE REQUIREMENTS OF SECTION 6104(D) OF THE INTERNAL REVENUE CODE AND REGULATIONS THEREUNDER, COPIES OF THE IRS FORM 990 AND APPLICATION FOR EXEMPTION SHALL BE MADE AVAILABLE, UPON REQUEST, IN A TIMELY MANNER, AND SUBJECT TO THE CHARGES PERMITTED BY LAW TO ANY INDIVIDUALS WHO REQUEST IT. OTHER GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE INDIVIDUALS REQUESTING THEM BY MAKING AN APPOINTMENT WITH A MEMBER OF THE BOARD OF DIRECTORS.