2024-07-23T06:04:56-07:00 2023-12-31 421130301 WELGAARD CPAS AND ADVISORS 10550 NEW YORK AVENUE SUITE 100 URBANDALE IA 50322 990EZ 2023-01-01 466017802 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - SOUTH DAKOTA NATI 7037708403 600 STATE STREET STE A CEDAR FALLS IA 50613 JULIE PHILLIPS Executive Director 2024-07-23 true JULIE PHILLIPS 999009999 true DARLENE DANIELSON CPA P01265115 5152530099 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X X N/A X X 65688 X 17750 46012 1926 0 0 0 0 65688 34633 25380 60013 5675 73754 1988 81417 X 135943 145338 6091 7558 142034 152896 68280 71479 73754 81417 ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF ITS MEMBERS. INCREASE MEMBERS KNOWLEDGE OF PRINCIPAL FUNCTIONS AND APPLICATIONS OF LEGAL RESERVE LIFE INSURANCE. PROVIDE EDUCATIONAL OPPORTUNITIES THROUGH A STATE WIDE CONVENTION OR OTHER EDUCATIONAL PROGRAMS. PROVIDE FOR CIVIC AND COMMUNITY SERVICE THROUGH MEMBER ASSOCIATION. JOHN LAWLER President 2.00 0 MATT BERGER PRESIDENT ELECT 2.00 0 DEBORAH REED Treasurer 2.00 0 TIMOTHY DARDIS NATL COMMITTEE 1.00 0 JENNIFER SOMA PAST PRESIDENT 1.00 0 MICHAEL ZOLNOWSKY 2ND VP 1.00 0 BO BERNHAGEN 1ST VP 1.00 0 false false false true false false false 0 0 0 0 0 false NAIFA MIDWEST OFFICE 600 STATE STSTE A CEDAR FALLS IA 50613 7037708403 false false false false false false false false NONE NONE false false false false 46012 11183 1749 12932 12728 204 Other Expenses.1001 Advertising and Promotion $813 Other Expenses.1002 Office Expenses $548 Other Expenses.1005 Travel $2601 Other Expenses.1007 Conferences, Conventions, and Meetings $16810 Other Expenses.1012 Insurance $1512 Other Expenses.1 GRANTS AND AWARDS $1553 Other Expenses.2 DUES AND SUBSCRIPTIONS $1279 Other Expenses.3 CREDIT CARD FEES $264 Other Assets.1005 Accounts Receivable - Beginning $6091 Accounts Receivable - Ending $7558 Total Liabilities.1001 Accounts Payable and Accrued Expenses - Beginning $163 Accounts Payable and Accrued Expenses - Ending $1311 Total Liabilities.1003 Deferred Revenue - Beginning $11365 Deferred Revenue - Ending $10754 Total Liabilities.1 CUSTODIAL FUNDS - Beginning $56752 CUSTODIAL FUNDS - Ending $59414