2025-06-25T14:16:35-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990EZ 2024-01-01 570474511 NAIFA - SOUTH CAROLINA NAIF 8037645147 600 STATE STREET STE A CEDAR FALLS IA 50613 ABY HENNEBERRY EXECUTIVE DIRECTOR 8037645147 2025-06-25 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-06-25 2024 2025-03-06 01:10:19Z X X SC.NAIFA.ORG X X 69557 X 3467 60423 5667 69557 54536 831 20325 75692 -6135 102799 76 96740 X 130036 142022 10391 12247 140427 154269 37628 57529 102799 96740 X THE ASSOCIATION SEEKS TO PROMOTE HIGH STANDARDS OF ETHICAL PRACTICE IN THE BEST INTEREST OF INSURING THE PUBLIC. THE ASSOCIATION EDUCATES, ADVOCATES AND MOTIVATES TO IMPROVE THE PROFESSIONAL SKILLS OF ITS MEMBERS WHO PROVIDE INSURANCE AND OTHER CLOSELY RELATED FINANCIAL PRODUCTS. PROVIDING CONTINUING EDUCATION CONFERENCES, SEMINARS AND MEETINGS TO ASSIST MEMBERS IN KEEPING UP WITH THE INDUSTRY CHANGES AND INNOVATIONS AFFECTING THEIR ABILITY TO COMPLY WITH THE ASSOCIATION'S MISSION STATEMENT. 0 0 STEVE LESLIE CHARTER BLDR TR 1.00 0 0 0 GREG AYERS DIRECTOR 1.00 0 0 0 STACIE WALLICE DIRECTOR 1.00 0 0 0 DOUG JOLLEY DIRECTOR 1.00 0 0 0 CASEY CHAMBERS PAST PRESIDENT 2.00 0 0 0 BRUCE POPE PRESIDENT 2.00 0 0 0 TIM WILLIAMSON PRESIDENT ELECT 2.00 0 0 0 MICHAEL WARD SEC/TREASURER 2.00 0 0 0 X 0 0 0 1 0 0 0 0 NAIFA MIDWEST OFFICE 600 STATE STSTE A CEDAR FALLS IA 50613 8037645147 0 0 0 0 0 0 0 0 0 0 0 60423 12000 12000 12544 -544 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST/DIV INCOME. AMOUNT: 5,667. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 6,668. DESCRIPTION: ADVERTISING. AMOUNT: 580. DESCRIPTION: TRAVEL. AMOUNT: 4,206. DESCRIPTION: DUES & SUBS. AMOUNT: 500. DESCRIPTION: CONTRIBUTIONS EXPENSE. AMOUNT: 6,214. DESCRIPTION: TECH FEES. AMOUNT: 5. DESCRIPTION: CC FEES. AMOUNT: 68. DESCRIPTION: BANKING FEES. AMOUNT: 21. DESCRIPTION: INVESTMENT FEES. AMOUNT: 100. DESCRIPTION: INSURANCE. AMOUNT: 1,183. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 780. TOTAL TO FORM 990-EZ, LINE 16: 20,325. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED/REALIZED GAINS. AMOUNT: 76. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 732. END OF YEAR AMOUNT: 1,299. DESCRIPTION: ACCRUED REVENUE. BEG. OF YEAR AMOUNT: 7,659. END OF YEAR AMOUNT: 7,704. DESCRIPTION: PREPAID EXPENSE. BEG. OF YEAR AMOUNT: 2,000. END OF YEAR AMOUNT: 3,244. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 2,328. END OF YEAR AMOUNT: 2,475. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 12,221. END OF YEAR AMOUNT: 33,604. DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 23,079. END OF YEAR AMOUNT: 21,450. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.