2025-06-02T13:33:01-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990EZ 2024-01-01 640411545 NAIFA - MISSISSIPPI NAIF 8778662432 600 STATE STREET STE A CEDAR FALLS IA 50613 LISA LODEN EXECUTIVE DIRECTOR 8778662432 2025-06-02 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-06-02 2024 2025-03-06 01:10:19Z X X X MS.NAIFA.ORG X X 96212 X 1605 89727 4880 96212 56094 20549 76643 19569 164117 0 183686 X 209239 225334 10502 8886 219741 234220 55624 50534 164117 183686 X EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION. PROVIDES PROGRAMS, SEMINARS, PUBLICATIONS, ADVOCACY, & GENERAL SERVICES FOR LIFE UNDERWRITERS AND FINANCIAL ADVISORS IN THE MISSISSIPPI AREA. 0 0 JACK CURTIS DIRECTOR 1.00 0 0 0 MONTYNE KING CLAY PRESIDENT ELECT 2.00 0 0 0 JOHNNY JOHNS DIRECTOR 1.00 0 0 0 LUCKY LANGSTON PAST PRESIDENT 2.00 0 0 0 DEMETRIUS BRYANT SR PRESIDENT 2.00 0 0 0 LEE OWEN TREASURER 2.00 0 0 0 DANNY HANKINS SECRETARY 2.00 0 0 0 X 0 1 0 1 0 0 0 0 NAIFA MIDWEST OFFICE 600 STATE STREET CEDAR FALLS IA 50613 8778662432 0 0 0 0 0 0 0 0 0 0 89727 3750 5000 8750 6696 2054 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 4,880. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 6,623. DESCRIPTION: ADVERTISING. AMOUNT: 267. DESCRIPTION: TRAVEL. AMOUNT: 6,570. DESCRIPTION: CONTRIBUTION EXPENSE. AMOUNT: 2,917. DESCRIPTION: TECH MAINT. AMOUNT: 5. DESCRIPTION: OCCUPANCY. AMOUNT: 349. DESCRIPTION: FEES - CC. AMOUNT: 2. DESCRIPTION: INSURANCE. AMOUNT: 1,379. DESCRIPTION: SUPPLIES. AMOUNT: 478. DESCRIPTION: OFFICE. AMOUNT: 1,959. TOTAL TO FORM 990-EZ, LINE 16: 20,549. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCRUED REVENUE. BEG. OF YEAR AMOUNT: 8,262. END OF YEAR AMOUNT: 7,236. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,225. END OF YEAR AMOUNT: 1,620. DESCRIPTION: INTERCOMPANY RECEIVABLE. BEG. OF YEAR AMOUNT: 15. END OF YEAR AMOUNT: 30. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 302. END OF YEAR AMOUNT: 355. DESCRIPTION: ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 824. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 30,415. END OF YEAR AMOUNT: 25,398. DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 24,715. END OF YEAR AMOUNT: 23,957. 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.