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Nonprofit · EIN 23-7297340

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS MONTANA

Tax-exempt · KALISPELL, MT 59901

Financials

$81K$78K2023$75K$68K2024$91K$85K2025
Revenue Expenses · by fiscal year end
Financials of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS MONTANA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$91,161$84,773$6,388$62,191–$62,191
December 31, 2024990-EZ$74,946$67,744$7,202$55,803–$55,803
December 31, 2023990-EZ$80,953$77,581$3,372$48,601–$48,601
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$15,890
Membership dues
$54,686
Program service revenue
$20,421
Investment income
$164

Expenses

Benefits paid to members
$6,381
Compensation of officers, directors and key employees
$34,000
Salaries, compensation and benefits (total)
$34,000
Professional fees and payments to contractors
$17,786
Occupancy
$13,000
Printing, publications and postage
$13,606
Program services (functional)
$54,686

Balance sheet and other

Total assets, start of year
$55,803
Total assets, end of year
$62,191
Total liabilities, end of year
–
Net assets, end of year
$62,191
Cash, savings and investments
$62,191
Gross receipts
$91,161

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.

NameTitleHours / weekCompensation
ANITA NEWLINEXECUTIVE DIRECTOR20$34,000
JAKE KAUFMANPRESIDENT4$0
JORY KAUFMANSECRETARY4$0
DAN RUSTTREASURER4$0
990-EZ for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
ANITA NEWLINEXECUTIVE DIRECTOR20$31,500
BRIAN NELSONPRESIDENT4$0
HOLLY LAKESECRETARY4$0
DAN RUSTTREASURER4$0
990-EZ for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ANITA NEWLINEXECUTIVE DIRECTOR20$29,000
BRIAN SALONENPRESIDENT4$0
JAKE KAUFMANNSECRETARY/TREASURER4$0
DAN RUSTNATIONAL COMMITTEEMAN4$0

Address and contacts

Address (IRS master file)
170 NICHOLSON DR, KALISPELL, MT 59901-3236
Signed the 990-EZ
ANITA NEWLIN, ASSOCIATION EXECUTIVE
Phone
(406) 890-2200
Return prepared by
LARRY VERVICK PLLC

Mission

EDUCATION OF ITS MEMBERS

990-EZ for the year ended December 31, 2025

Program accomplishments

  • THIS PROGRAM BENEFITS MEMBERS OF THE NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS IN MONTANA THROUGHTHE EDUCATION OF ITS MEMBERS AS WELL AS MONTANA LEGAL LEGISLATIVE BODIES.
    Expenses $54,686

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS MONTANA

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
23-7297340
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1973
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$62,191
Income (IRS master file)
$91,161

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$91,161$84,773$62,191XML
990-EZDecember 2024$74,946$67,744$55,803IRS
990-EZDecember 2023$80,953$77,581$48,601XML
990-EZDecember 2022–––IRS
990-EZDecember 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 23-7297340).

Questions about NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS MONTANA

What is the EIN of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS MONTANA?
The employer identification number (EIN) of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS MONTANA is 23-7297340.
Is NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS MONTANA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1973.
Are donations to NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS MONTANA tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS MONTANA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS MONTANA 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 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS MONTANA 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 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS MONTANA?
The 990-EZ for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $34,000 (ANITA NEWLIN, EXECUTIVE DIRECTOR).
How much revenue does NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS MONTANA have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $91,161, expenses of $84,773 and total assets of $62,191 at year end.

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