2025-06-02T13:26:54-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990EZ 2024-01-01 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 7037708403 2025-06-02 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-06-02 2024 2025-03-06 01:10:19Z X X X X 53957 X 10255 41661 2041 53957 33819 390 21857 56066 -2109 81417 353 79661 X 145338 151440 7558 5953 152896 157393 71479 77732 81417 79661 X EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION. INCREASE MEMBERS KNOWLEDGE OF PRINCIPAL FUNCTIONS AND APPLICATIONS OF LEGAL RESERVE LIFE INSURANCE. 0 0 PROVIDE EDUCATIONAL OPPORTUNITIES THROUGH A STATE WIDE CONVENTION OR OTHER EDUCATIONAL PROGRAMS. 0 0 PROVIDE FOR CIVIC AND COMMUNITY SERVICE THROUGH MEMBER ASSOCIATION. 0 0 TIMOTHY DARDIS DIRECTOR 1.00 0 0 0 TONY BURNS DIRECTOR 1.00 0 0 0 WARREN GRABER DIRECTOR 1.00 0 0 0 JOHN LAWLER PAST PRESIDENT 2.00 0 0 0 MATT BERGER PRESIDENT 2.00 0 0 0 BO BERNHAGEN PRESIDENT ELECT 2.00 0 0 0 DEBORAH REED TREASURER 2.00 0 0 0 MICHAEL ZOLNOWSKY SECRETARY 2.00 0 0 0 X 0 1 0 1 0 0 0 0 NAIFA MIDWEST OFFICE 600 STATE STSTE A CEDAR FALLS IA 50613 7037708403 0 0 0 0 0 0 0 0 0 0 0 41661 5576 204 5780 5754 26 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 2,041. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 15,303. DESCRIPTION: ADVERTISING. AMOUNT: 876. DESCRIPTION: TRAVEL. AMOUNT: 1,712. DESCRIPTION: DUES & SUBS. AMOUNT: 500. DESCRIPTION: CONTRIBUTIONS EXPENSE. AMOUNT: 1,323. DESCRIPTION: TECH FEES. AMOUNT: 10. DESCRIPTION: CC FEES. AMOUNT: 158. DESCRIPTION: INSURANCE. AMOUNT: 1,700. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 275. TOTAL TO FORM 990-EZ, LINE 16: 21,857. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED/REALIZED GAIN. AMOUNT: 353. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCRUED REVENUE. BEG. OF YEAR AMOUNT: 7,558. END OF YEAR AMOUNT: 5,933. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 20. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 153. END OF YEAR AMOUNT: 46. DESCRIPTION: ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 993. END OF YEAR AMOUNT: 786. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 10,754. END OF YEAR AMOUNT: 9,000. DESCRIPTION: DUE TO AFFILIATES. BEG. OF YEAR AMOUNT: 59,414. END OF YEAR AMOUNT: 67,900. DESCRIPTION: INTERCOMPANY PAYABLE. BEG. OF YEAR AMOUNT: 165. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART V, LINE 34 RE-WORDED THE MISSION STATEMENT AND REVISED THE DEFINITION OF A MEMBER.