2024-11-14T13:18:52-06:00 2023-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990 2023-01-01 420674608 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-IOWA NATI 5154711304 400 E COURT AVE STE 126 DES MOINES IA 50309 BARRY DELP PRESIDENT 5154711304 2024-11-14 1 0 DARLENE M DANIELSON P01265115 5152530099 2024-10-28 2023 2024-10-15 13:58:12Z BARRY DELP 400 E COURT AVE STE 126 DES MOINES IA 50309 220355 0 X IA.NAIFA.ORG X IA ENHANCE BUSINESS AND PROFESSIONAL SKILLS OF MEMBERS, PROMOTE THE PROFESSION AND ETHICAL CONDUCT OF ADVISORS, ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT. 13 13 0 15 0 0 10931 9934 207719 193599 4308 16822 24434 0 247392 220355 0 0 0 0 0 0 0 0 0 251940 217277 251940 217277 -4548 3078 536667 576052 63843 58166 472824 517886 ENHANCE BUSINESS AND PROFESSIONAL SKILLS OF MEMBERS, PROMOTE THE PROFESSION AND ETHICAL CONDUCT OF ADVISORS, ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT. 0 0 EDUCATIONAL AND TRAINING PROGRAMS INCLUDING AN ANNUAL CONVENTION, REGIONAL WORKSHOPS AND OTHER EVENTS. PROGRAMS PROVIDE MEMBERS WITH UP-TO-DATE TRADE INFORMATION, SALES TRAINING, AND NETWORKING OPPORTUNITIES. PUBLISH THE IOWA ADVISOR MAGAZINE QUARTERLY FOR IOWA'S INSURANCE AND FINANCIAL ADVISORS AND OTHER INDUSTRY STAKEHOLDERS. EACH ISSUE OF THE IOWA ADVISOR INCUDES PRACTICE MANAGEMENT RESOUCES, SALES IDEAS, REGULATORY AND LEGISLATIVE INFORMATION, AS WELL AS OTHER INDUSTRY NEWS. 0 0 0 1 0 0 0 0 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 1 5 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 0 1 1 0 1 1 0 1 1 1 0 0 0 0 0 X X CAPTURE MANAGEMENT SOLUTIONS 5154711304 400 E COURT AVE STE 126 DES MOINES IA 50309 X ROGER MCCULLOUGH NTNL CMTEE PRSN 1.00 X 0 0 0 MIKE GRANDGEORGE TREASURER 1.00 X X 0 0 0 LYNN SCHREDER PAST PRESIDENT 1.00 X X 0 0 0 CRAIG ADAMSON VP IFAPAC 2.00 X 0 0 0 ANN HUDSON VP LILI 2.00 X 0 0 0 BRENDA ECKARD VP AFFL PROGRAM 2.00 X 0 0 0 BARRY DELP PRESIDENT 2.00 X X 0 0 0 PEG FRASER VP CONVENTION 2.00 X 0 0 0 BARB COLLINS VP GRASSROOTS 2.00 X 0 0 0 DANNY MIELNECZEK VP YAT 1.00 X 0 0 0 0 0 0 0 0 0 0 0 9934 9934 MEMBERSHIP DUES 127790 127790 CONVENTION REVENUE 32370 32370 SPONSORSHIPS 14900 14900 GOLF OUTING 6927 6927 PROGRAM - AFFILIATE 5058 5058 6554 6554 193599 7641 7641 9181 0 9181 9181 9181 220355 202780 0 7641 81103 1250 40376 10350 408 959 60888 1722 AFFILIATE & MISC EXP 7990 PAC ADMINISTRATION` 7007 BANK AND CREDIT CARD FE 1918 DUES AND SUBSCRIPTIONS 1700 1606 217277 43920 84970 26138 10183 13769 104 4444 448396 480795 536667 576052 6035 6897 25015 25015 32793 26254 63843 58166 X 455389 498739 17435 19147 472824 517886 536667 576052 3078 45206 -4624 1402 0 X 0 0 0 0 0 1 127790 20188 4689 24877 20992 3885 0 CUSTODIAL FUNDS 26254 26254 FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - DAILY OPERATING ACTIVITIES OF THE ASSOCIATION ARE DELEGATED VIA A CONTRACT WITH AN INDEPENDENT THIRD PARTY MANAGEMENT FIRM. MANAGEMENT FIRM'S ACTIONS ARE MONITORED BY THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT ELECT THE GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - MEMBERS OF THE ASSOCIATION ELECT INDIVIDUALS TO THE GOVERNING BOARD AND HAVE APPROVAL AUTHORITY FOR ORGANIZATIONAL OR SIGNIFICANT CHANGES. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - REVIEW OF THE FORM 990 IS DELEGATED TO THE MANAGEMENT FIRM. THE EXECUTIVE DIRECTOR AND CFO REVIEW THE 990 PRIOR TO FILING. THE GOVERNING BOARD CAN REQUEST TO REVIEW THE 990. FORM 990, PART VI, SECTION B, LINE 12C ALL PAYMENTS TO BOARD MEMBERS (CURRENTLY CONSISTING OF EXPENSE REIMBURSEMENTS) AND KEY MANAGEMENT PERSONNEL (IN THE FORM OF FEE PAYMENTS AND EXPENSE REIMBURSEMENTS) ARE REVIEWED AND APPROVED BY BOARD MEMBERS OTHER THAN THE BOARD MEMBER SEEKING REIMBURSEMENT. IN ADDITION ANY PROPOSAL THAT WOULD INVOLVE SERVICES PROVIDED BY A BOARD MEMBER OR KEY MANAGEMENT PERSONNEL OR A RELATED PARTY TO EITHER WOULD BE REVIEWED AND APPROVED BY THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 18 REQUESTS TO REVIEW OR OBTAIN COPIES OF THE GOVERNING DOCUMENTS ARE FULFILLED VIA ELECTRONIC OR PAPER DELIVERY UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST AFTER APPROVAL BY THE APPROPRIATE LEVEL OF MANAGEMENT.