Nonprofit · EIN 05-6015364
RHODE ISLAND ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC
Tax-exempt · WARWICK, RI 02886
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $32,520 | $31,927 | $593 | $31,609 | $850 | $30,759 |
| December 31, 2024 | 990-EZ | $42,083 | $32,754 | $9,329 | $23,991 | $850 | $23,141 |
| December 31, 2023 | 990-EZ | $31,008 | $30,733 | $275 | $14,662 | $850 | $13,812 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $27,053
- Program service revenue
- $5,320
- Investment income
- $147
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $11,124
- Printing, publications and postage
- $128
- Other expenses
- $20,675
Balance sheet and other
- Total assets, start of year
- $23,991
- Total assets, end of year
- $31,609
- Total liabilities, end of year
- $850
- Net assets, end of year
- $30,759
- Cash, savings and investments
- $31,609
- Gross receipts
- $32,520
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAWN LESIEUR | DIRECTOR | 10 | $0 |
| BRIAN FALCONER | DIRECTOR | 10 | $0 |
| THOMAS CASE | DIRECTOR | 10 | $0 |
| JOHN N PEACOCK | DIRECTOR | 10 | $0 |
| JANICE A KAPLAN | DIRECTOR | 10 | $0 |
| MARK A MALE | TREASURER/EXECUTIVE DIRECT | 10 | $0 |
| BRYAN BECOTTE | PRESIDENT | 10 | $0 |
| EUGENE NADEAU | DIRECTOR | 10 | $0 |
| JONATHAN P MATRULLO | VICE PRESIDENT | 10 | $0 |
| TRACY CAHILL | DIRECTOR | 10 | $0 |
990-EZ for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAWN LESIEUR | DIRECTOR | 10 | $0 |
| BRIAN FALCONER | DIRECTOR | 10 | $0 |
| THOMAS CASE | DIRECTOR | 10 | $0 |
| JOHN N PEACOCK | DIRECTOR | 10 | $0 |
| JANICE A KAPLAN | DIRECTOR | 10 | $0 |
| MARK A MALE | TREASURER/EXECUTIVE DIRECT | 10 | $0 |
| BRYAN BECOTTE | PRESIDENT | 10 | $0 |
| EUGENE NADEAU | DIRECTOR | 10 | $0 |
| JONATHAN P MATRULLO | VICE PRESIDENT | 10 | $0 |
| TRACY CAHILL | DIRECTOR | 10 | $0 |
990-EZ for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS CASE | DIRECTOR | 10 | $0 |
| JOHN N PEACOCK | DIRECTOR | 10 | $0 |
| JANICE A KAPLAN | DIRECTOR | 10 | $0 |
| MARK A MALE | TREASURER/EXECUTIVE DIRECT | 10 | $0 |
| BRYAN BECOTTE | PRESIDENT | 10 | $0 |
| EUGENE NADEAU | DIRECTOR | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 2400 POST RD, WARWICK, RI 02886-2208
- Signed the 990-EZ
- BRYAN BECOTTE, PRESIDENT
- Phone
- (401) 461-2720
- Website
- WWW.NAIFARI.ORG
- Return prepared by
- OTRANDO PORCARO & ASSOCIATES LTD
Mission
THE MISSION OF NAIFA- RHODE ISLAND IS TO IMPROVE THE BUSINESS ENVIRONMENT, AND ENHANCE PROFESSIONALISM, PROMOTE HIGH ETHICAL STANDARDS AND PROVIDE A POSITIVE PUBLIC IMAGE OF OUR MEMBERSHIP WHO ASSIST THE PUBLIC TO ACHEVE FINANCIAL SECURITY.
Program accomplishments
- CONTINUING EDUCATIONAL PROGRAMS
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 05-6015364
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1943
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $31,609
- Income (IRS master file)
- $32,520
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $32,520 | $31,927 | $31,609 | IRS |
| 990-EZ | December 2024 | $42,083 | $32,754 | $23,991 | XML |
| 990-EZ | December 2023 | $31,008 | $30,733 | $14,662 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 05-6015364).
Questions about RHODE ISLAND ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC
- What is the EIN of RHODE ISLAND ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC?
- The employer identification number (EIN) of RHODE ISLAND ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC is 05-6015364.
- Is RHODE ISLAND ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1943.
- Are donations to RHODE ISLAND ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RHODE ISLAND ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of RHODE ISLAND ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RHODE ISLAND ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of RHODE ISLAND ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC?
- The 990-EZ for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does RHODE ISLAND ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $32,520, expenses of $31,927 and total assets of $31,609 at year end.
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