2024-09-05T08:47:12-07:00 2023-12-31 421130301 WELGAARD CPAS AND ADVISORS 10550 NEW YORK AVENUE SUITE 100 URBANDALE IA 50322 990 2023-01-01 941120047 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA NATI 8445369339 600 STATE STREET STE A CEDAR FALLS IA 50613 ABY HENNEBERRY Executive Director 2024-09-05 true true DARLENE DANIELSON CPA P01265115 5152530099 2023 2024-08-08 14:25:15Z 600 STATE STREET STE A CEDAR FALLS IA 50613 338170 false X CA.NAIFA.ORG X CA ENHANCE BUSINESS AND PROFESSIONAL SKILLS OF MEMBERS, PROMOTE THE PROFESSIONAL AND ETHICAL CONDUCT OF ADVISORS, ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT. 10 10 0 55 0 0 260348 304607 12127 16018 5652 3022 278127 323647 0 0 0 0 0 246754 337602 246754 337602 31373 -13955 587044 596642 75001 78407 512043 518235 ENHANCE BUSINESS AND PROFESSIONAL SKILLS OF MEMBERS, PROMOTE THE PROFESSIONAL AND ETHICAL CONDUCT OF ADVISORS, ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT. false false DAY ON THE HILL EVENT WHICH PROVIDES MEMBERS THE OPPORTUNITY TO MEET THEIR STATE LEGISLATORS REGARDING ISSUES RELATED TO THEIR INDUSTRY. EDUCATIONAL AND TRAINING PROGRAMS INCLUDING ANNUAL CONVENTION, WORKSHOPS AND OTHER EDUCATIONAL EVENTS. EVENTS PROVIDE MEMBERS WITH UP-TO-DATE TRADE INFORMATION, SALES TRAINING AND NETWORKING OPPORTUNITIES. false false false true false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 6 0 true 0 false false false false false false false false X 10 10 false true false false true true false true true false true true false false false false false false false CA X NAIFA MIDWEST OFFICE 8445369339 600 STATE STREET STE A CEDAR FALLS IA 50613 X MARC A BREGMAN President 4.00 0.00 X X 0 0 0 MICHAEL ANDREW MARES Secretary 4.00 0.00 X X 0 0 0 CHAL DANIELS Treasurer 4.00 0.00 X X 0 0 0 JASON FOSTER PRESIDENT ELECT 4.00 0.00 X X 0 0 0 SARAH MARTIN PAST PRESIDENT 4.00 0.00 X X 0 0 0 JOHN NILMEIER NTL COMM PERSON 4.00 0.00 X X 0 0 0 RICH COFFIN MEMBERSHIP 2.00 0.00 X 0 0 0 JOHN DAVIDSON IFAPAC CHAIR 2.00 0.00 X 0 0 0 JANISE GRAHAM Director 2.00 0.00 X 0 0 0 PETER BUECHLER GRASSROOTS 2.00 0.00 X 0 0 0 0 false false false 0 0 GOVERNANCE ACTIVITY 1800 1800 Membership Dues & Assessments 231533 231533 REGISTRATIONS 17374 17374 SPONSORSHIPS 53900 53900 304607 17019 17019 0 0 0 13522 14523 -1001 -1001 -1001 0 0 0 ROYALTIES 3022 3022 3022 323647 303606 20041 X 0 0 0 0 0 0 0 0 0 0 82200 0 7585 50000 0 2622 50150 10940 2598 0 0 1788 36795 0 71709 0 0 0 10437 GRANTS/SCHOLARSHIPS/DONATIONS 8844 CREDIT CARD FEES 1219 DUES AND SUBSCRIPTIONS 500 BANKING FEES 215 0 337602 0 0 0 226530 86307 0 0 13588 29673 0 0 0 0 9056 9250 0 239291 366532 0 0 0 98579 104880 587044 596642 6498 8735 33160 35014 35343 34658 75001 78407 X 512043 518235 512043 518235 587044 596642 -13955 20147 X true X false true false false false false false 231533 50000 808 50808 44548 6260 CSV LIFE INSURANCE 104880 104880 DUE TO VARIOUS AFFILIATES 34658 34658 X Part X : FIN48 Footnote The Association has evaluated its tax positions taken on the years open to examination (years ended December 31, 2021, 2022 and 2023) and has determined that there is no significant uncertainty regarding the tax positions taken. If the Association had determined a liability was necessary, any tax and related penalties and interest would be charged to operations. There were no income taxes, penalties or interest paid for the years ended December 31, 2023 and 2022.. Form 990, Part VI, Section A, Line 3 DAILY OPERATING ACTIVITIES INCLUDING ADMINISTRATIVE, FINANCE AND EVENT FUNCTIONS ARE DELEGATED VIA A CONTRACT WITH THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS. THE ASSOCIATION'S ACTIVITIES ARE MONITORED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section A, Line 6 MEMBERS CONSIST OF INSURANCE AND FINANCIAL ADVISORS OPERATING OR EMPLOYED IN THE STATE OF CALIFORNIA. Form 990, Part VI, Section B, Line 11b FORM 990 IS REVIEWED BY THE EXECTIVE DIRECTOR AND MANAGEMENT STAFF PRIOR TO FILING. Form 990, Part VI, Section C, Line 19 NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC.