Nonprofit · EIN 20-1227803
FOUNDATION FOR INSURANCE AND FINANCIAL EDUCATION INC
Tax-exempt · CEDAR FALLS, IA 50613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $151 | $1,658 | -$1,507 | $35,627 | $400 | $35,227 |
| December 31, 2024 | 990-EZ | $148 | $4,893 | -$4,745 | $37,269 | $535 | $36,734 |
| December 31, 2023 | 990-EZ | $197 | $30,183 | -$29,986 | $41,881 | $402 | $41,479 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Investment income
- $151
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,440
- Other expenses
- $218
Balance sheet and other
- Total assets, start of year
- $37,269
- Total assets, end of year
- $35,627
- Total liabilities, end of year
- $400
- Net assets, end of year
- $35,227
- Cash, savings and investments
- $35,627
- Gross receipts
- $151
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 |
|---|---|---|---|
| SHAYNE FICKLING | DIRECTOR | 1 | $0 |
| REBECCA GONZALEZ | DIRECTOR | 1 | $0 |
| JAY BOUSKA | DIRECTOR | 1 | $0 |
| NICHOLAS NATZKE | DIRECTOR | 1 | $0 |
| CHRIS HENDERSON | PAST PRESIDENT | 1 | $0 |
| RICHARD BALCH | PRESIDENT | 1 | $0 |
| BEN BORCHARDT | PRESIDENT ELECT | 1 | $0 |
990-EZ for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAYNE FICKLING | DIRECTOR | 1 | $0 |
| REBECCA GONZALEZ | DIRECTOR | 1 | $0 |
| MARK MILLER | DIRECTOR | 1 | $0 |
| BRENDON DEROUIN | DIRECTOR | 1 | $0 |
| CHRIS HENDERSON | PRESIDENT | 1 | $0 |
| RICHARD BALCH | PRESIDENT ELECT | 1 | $0 |
| HEATHER LINDSLEY | PAST PRESIDENT | 1 | $0 |
| BEN BORCHARDT | SECRETARY/TREASURER | 1 | $0 |
990-EZ for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER LINDSLEY | President | 1 | $0 |
| CHRIS HENDERSON | PRESIDENT ELECT | 1 | $0 |
| PAT MONGIN | VP- MEMBERSHIP | 1 | $0 |
| RICHARD BALCH | SEC/ TREASURER | 1 | $0 |
| BRENDON DEROUIN | PAST PRESIDENT | 1 | $0 |
| MARK MILLER | VP- ADVOCACY | 1 | $0 |
| REBECCA GONZALEZ | Vice President | 1 | $0 |
| SHAYNE FICKLING | Vice President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 600 STATE ST STE A, CEDAR FALLS, IA 50613-3371
- Mailing address (990-N for 2020)
- 600 STATE ST, CEDAR FALLS IA 50613
- Principal officer (990-N for 2020)
- JANE LAMERE, 600 STATE ST A, CEDAR FALLS IA 50613
- Signed the 990-EZ
- JULIE PHILLIPS, EXECUTIVE DIRECTOR
- Phone
- (608) 455-6674
- Website
- WWW.NAIFA.ORG/FIFE
- Return prepared by
- WELGAARD CPAS & ADVISORS
Mission
TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR STUDENTS INTERESTED IN PURSUING CAREERS IN THE INSURANCE AND FINANCIAL SERVICES INDUSTRY; TO PRESENT EDUCATIONAL INFORMATION REGARDING INSURANCE AND FINANCIAL SERVICES TO THE GENERAL PUBLIC; TO PROVIDE CONTINUING PROFESSIONAL EDUCATION OPPORTUNITIES FOR INDIVIDUALS IN THE INSURANCE AND FINANCIAL SERVICES INDUSTRY.
Program accomplishments
- PROVIDE EDUCATIONAL OPPORTUNITIES AND EDUCATIONAL INFORMATION TO STUDENTS, THE GENERAL PUBLIC AND INDIVIDUALS WORKING IN THE INSURANCE AND FINANCIAL SERVICES INDUSTRY.
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
- 20-1227803
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $35,627
- Income (IRS master file)
- $151
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $151 | $1,658 | $35,627 | IRS |
| 990-EZ | December 2024 | $148 | $4,893 | $37,269 | XML |
| 990-EZ | December 2023 | $197 | $30,183 | $41,881 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: JANE LAMERE | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: BRENT WELCH | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 20-1227803).
Questions about FOUNDATION FOR INSURANCE AND FINANCIAL EDUCATION INC
- What is the EIN of FOUNDATION FOR INSURANCE AND FINANCIAL EDUCATION INC?
- The employer identification number (EIN) of FOUNDATION FOR INSURANCE AND FINANCIAL EDUCATION INC is 20-1227803.
- Is FOUNDATION FOR INSURANCE AND FINANCIAL EDUCATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to FOUNDATION FOR INSURANCE AND FINANCIAL EDUCATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does FOUNDATION FOR INSURANCE AND FINANCIAL EDUCATION INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of FOUNDATION FOR INSURANCE AND FINANCIAL EDUCATION 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 FOUNDATION FOR INSURANCE AND FINANCIAL EDUCATION 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 is the principal officer of FOUNDATION FOR INSURANCE AND FINANCIAL EDUCATION INC?
- The 990-N for 2020 names JANE LAMERE.
- Who are the officers and directors of FOUNDATION FOR INSURANCE AND FINANCIAL EDUCATION INC?
- The 990-EZ for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does FOUNDATION FOR INSURANCE AND FINANCIAL EDUCATION INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $151, expenses of $1,658 and total assets of $35,627 at year end.
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