2025-06-25T14:13:46-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990EZ 2024-01-01 726029436 NAIFA LOUISIANA INC NAIF 5042730003 600 STATE STREET STE A CEDAR FALLS IA 50613 ABY HENNEBERRY EXECUTIVE DIRECTOR 5042730003 2025-06-25 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-06-25 2024 2025-03-06 01:10:19Z X X LA.NAIFA.ORG X X 95549 X 89660 5889 95549 87536 6150 93686 1863 185431 11507 198801 X 203107 216439 13746 12807 216853 229246 31422 30445 185431 198801 X ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, PROVIDE AND COORDINATE EDUCATIONAL AND OTHER MEMBER SERVICES WHILE PROMOTING THE ETHICAL CONDUCT OF ITS MEMBERS, WHO ARE INSURANCE AND FINANCIAL ADVISORS IN THE STATE OF LOUISIANA. ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, PROVIDE AND COORDINATE EDUCATIONAL AND OTHER MEMBER SERVICES WHILE PROMOTING THE ETHICAL CONDUCT OF ITS MEMBERS, WHO ARE INSURANCE AND FINANCIAL ADVISORS IN THE STATE OF LOUISIANA. 0 0 PROFESSIONAL DEVELOPMENT 0 0 BLAKE GILLIES PRESIDENT 2.00 0 0 0 0 0 0 1 0 0 0 0 MIDWEST NAIFA OFFICE 600 STATE STSTE A CEDAR FALLS IA 50613 7037708403 0 0 0 0 0 0 0 0 0 0 1 89660 12000 4017 16017 20520 -4503 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST AND DIVIDEND INCOME. AMOUNT: 5,889. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETING EXPENSE. AMOUNT: 250. DESCRIPTION: ADVERTISING AND PROMOTION EXPENSE. AMOUNT: 16. DESCRIPTION: TRAVEL. AMOUNT: 533. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 34. DESCRIPTION: CONTRIBUTION EXPENSE. AMOUNT: 2,930. DESCRIPTION: TECH MAINTENANCE. AMOUNT: 3. DESCRIPTION: INSURANCE AND TAXES. AMOUNT: 2,000. DESCRIPTION: SUPPLIES, PRINTING AND POSTAGE. AMOUNT: 38. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 346. TOTAL TO FORM 990-EZ, LINE 16: 6,150. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: DISBANDED LA CHAPTER FUNDS. AMOUNT: 11,507. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCRUED REVENUE. BEG. OF YEAR AMOUNT: 11,179. END OF YEAR AMOUNT: 10,173. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,567. END OF YEAR AMOUNT: 2,634. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,012. END OF YEAR AMOUNT: 29. DESCRIPTION: ACCRUED LIABLITIES. BEG. OF YEAR AMOUNT: 938. END OF YEAR AMOUNT: 925. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 19,924. END OF YEAR AMOUNT: 20,029. DESCRIPTION: INTERCOMPANY PAYABLE. BEG. OF YEAR AMOUNT: 87. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 9,461. END OF YEAR AMOUNT: 9,462.