2025-06-02T13:08:45-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990EZ 2024-01-01 314354182 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - OHIO (NAIFA-OHIO) NATI 6142284539 600 STATE STREET A CEDAR FALLS IA 50613 NATHAN LEHMAN EXECUTIVE DIRECTOR 6142284539 2025-06-02 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-06-02 2024 2025-03-06 01:10:19Z X X OH.NAIFA.ORG X X 108708 X 260 3015 95557 9876 108708 90565 102 9155 99822 8886 85016 0 93902 X 113057 126724 22379 19497 135436 146221 50420 52319 85016 93902 X EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION. ENHANCE THE BUSINESS AND PROFESSIONAL SKILLS OF MEMBERS, PROMOTE THE PROFESSION AND ETHICAL CONDUCT OF ADVISORS, ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT. 0 0 ELENA LUBENETS DIRECTOR 1.00 0 0 0 TIM FINSTER DIRECTOR 1.00 0 0 0 DIONI TREVINO DIRECTOR 1.00 0 0 0 BRIAN EDELSTEIN DIRECTOR 1.00 0 0 0 BILL KECSKEMETY DIRECTOR 1.00 0 0 0 TRACY CARTWRIGHT PAST PRESIDENT 2.00 0 0 0 BRETT KETVERTIS PRESIDENT 2.00 0 0 0 DEREK SCHEETZ PRESIDENT ELECT 2.00 0 0 0 SCOTT BLAKE SEC/TREASURER 2.00 0 0 0 X 0 1 0 1 0 0 0 0 NAIFA OFFICE MIDWEST 600 STATE STSTE A CEDAR FALLS IA 50613 6142284539 0 0 0 0 0 0 0 0 0 0 1 95557 21000 750 21750 23276 -1526 FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: ROYALTIES. AMOUNT: 1,050. DESCRIPTION: OTHER REVENUE. AMOUNT: 3,826. DESCRIPTION: PAC REVENUE. AMOUNT: 5,000. TOTAL TO FORM 990-EZ, LINE 8: 9,876. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 1,757. DESCRIPTION: TRAVEL. AMOUNT: 457. DESCRIPTION: DUES & SUBS. AMOUNT: 500. DESCRIPTION: CONTRIBUTIONS EXPENSE. AMOUNT: 3,421. DESCRIPTION: CC FEES. AMOUNT: 48. DESCRIPTION: INSURANCE. AMOUNT: 2,556. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 416. TOTAL TO FORM 990-EZ, LINE 16: 9,155. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 787. END OF YEAR AMOUNT: 509. DESCRIPTION: ACCRUED REVENUE. BEG. OF YEAR AMOUNT: 17,982. END OF YEAR AMOUNT: 15,399. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 3,500. END OF YEAR AMOUNT: 3,549. DESCRIPTION: INTERCOMPANY RECEIVABLE. BEG. OF YEAR AMOUNT: 110. END OF YEAR AMOUNT: 40. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 4,127. END OF YEAR AMOUNT: 1,140. DESCRIPTION: ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 1,108. END OF YEAR AMOUNT: 1,099. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 18,707. END OF YEAR AMOUNT: 23,541. DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 26,286. END OF YEAR AMOUNT: 26,539. DESCRIPTION: INTERCOMPANY PAYABLE. BEG. OF YEAR AMOUNT: 192. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART V, LINE 34 RE-WORDED THE MISSION STATEMENT AND REVISED THE DEFINITION OF A MEMBER.