2025-07-17T09:51:03-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990 2024-01-01 450339465 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS- NORTH DAKOTA NATI 7012589525 600 STATE STREET A CEDAR FALLS IA 50613 JULIE PHILLIPS EXECUTIVE DIRECTOR 7012589525 2025-07-17 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-07-08 2024 2025-03-06 01:10:19Z 211018 0 X ND.NAIFA.ORG X ND EMPOWERING FINANCIAL PROFESSIONALS & CONSUMERS THROUGH WORLD-CLASS ADVOCACY & EDUCATION. 8 8 0 11 0 0 1191 425 48242 38968 37847 16699 0 0 87280 56092 0 0 0 0 0 0 0 0 0 61832 54214 61832 54214 25448 1878 248207 253869 43586 42886 204621 210983 EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION. 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. ADVOCATED FOR POSITIVE LEGISLATION AND REGULATORY ENVIORNMENT 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 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 1 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 ND X NAIFA OFFICE MIDWEST 7012589525 600 STATE ST STE A CEDAR FALLS IA 50613 KIM ALBERT DIRECTOR 1.00 X 0 0 0 JEREMY VIDMAR DIRECTOR 1.00 X 0 0 0 DANIELLE ZIMBRICK DIRECTOR 1.00 X 0 0 0 BONNIE SPRECHER DIRECTOR 1.00 X 0 0 0 PAUL SIEBERT PAST PRESIDENT 2.00 X 0 0 0 STEVE BERGEE PRESIDENT 2.00 X 0 0 0 STACY NORTON PRESIDENT ELECT 2.00 X 0 0 0 JESSICA WESTGARD LARSON SECRETARY/TREASURER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 425 425 MEMBERSHIP DUES 33618 33618 SPONSORSHIPS 3250 3250 REGISTRATIONS 2100 2100 38968 6188 6188 165437 154926 10511 10511 10511 56092 38968 0 16699 36000 565 2432 855 1072 5243 4764 1432 CONTRIBUTIONS 1191 DUES AND SUBSCRIPTIONS 500 CREDIT CARD FEES 160 54214 53899 40832 10 500 188364 206965 5934 5572 248207 253869 2056 817 6313 7092 35217 34977 43586 42886 X 90843 77423 113778 133560 204621 210983 248207 253869 1878 4484 0 X 0 0 0 0 1 0 1 35217 240 34977 1 X 0 PART IV, LINE 2B: CUSTODIAL FUNDS FOR LOCAL AFFILIATES 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 4 RE-WORDED THE MISSION STATEMENT AND REVISED THE DEFINITION OF A MEMBER. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS CONSIST OF INSURANCE ADVISORS, FINANCIAL ADVISORS, ATTORNEYS, ACCOUNTANTS, BANK AND TRUST OFFICERS AND PHILANTHROPIC ADVISORS OPERATING OR EMPLOYED IN THE STATE OF NORTH DAKOTA. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND MANAGEMENT STAFF PRIOR TO FILING AND DISTRIBUTED TO THE BOARD AFTER THAT. FORM 990, PART VI, SECTION B, LINE 12C VOLUNTEERS ARE PROVIDED WITH AND BRIEFED ON NAIFA - NORTH DAKOTA'S CONFLICT OF INTEREST POLICY AT THE ONSET OF THEIR ENGAGEMENT AND NO LESS THAN ONCE ANNUALLY. ADDITIONALLY, THE POLICY IS CONTAINED IN EVERY BOARD MEETING PACKET AND THERE IS A VERBAL REMINDER AT THE BEGINNING OF EACH MEETING. STAFF ALSO MONITORS ACTIVITIES FOR ANY POTENTIAL CONFLICTS AND BRINGS THEM TO THE ATTENTION OF THE PRESIDENT AND BOARD SHOULD THAT BECOME NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC.