Nonprofit · EIN 31-4354182
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-OHIO
Tax-exempt · CEDAR FALLS, IA 50613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $110,679 | $99,343 | $11,336 | $150,500 | $45,262 | $105,238 |
| December 31, 2024 | 990-EZ | $108,708 | $99,822 | $8,886 | $146,221 | $52,319 | $93,902 |
| December 31, 2023 | 990-EZ | $103,166 | $99,989 | $3,177 | $135,436 | $50,420 | $85,016 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $296
- Membership dues
- $95,002
- Program service revenue
- $4,069
- Other revenue
- $11,312
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $90,600
- Printing, publications and postage
- $101
- Other expenses
- $8,642
Balance sheet and other
- Total assets, start of year
- $146,221
- Total assets, end of year
- $150,500
- Total liabilities, end of year
- $45,262
- Net assets, end of year
- $105,238
- Cash, savings and investments
- $133,013
- Gross receipts
- $110,679
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 |
|---|---|---|---|
| ELENA LUBENETS | DIRECTOR | 1 | $0 |
| TIM FINSTER | DIRECTOR | 1 | $0 |
| DIONI TREVINO | DIRECTOR | 1 | $0 |
| BRIAN EDELSTEIN | DIRECTOR | 1 | $0 |
| BILL KECSKEMETY | DIRECTOR | 1 | $0 |
| TRACY CARTWRIGHT | PAST PRESIDENT | 2 | $0 |
| BRETT KETVERTIS | PRESIDENT | 2 | $0 |
| DEREK SCHEETZ | PRESIDENT ELECT | 2 | $0 |
| SCOTT BLAKE | SEC/TREASURER | 2 | $0 |
990-EZ for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELENA LUBENETS | DIRECTOR | 1 | $0 |
| TIM FINSTER | DIRECTOR | 1 | $0 |
| DIONI TREVINO | DIRECTOR | 1 | $0 |
| BRIAN EDELSTEIN | DIRECTOR | 1 | $0 |
| BILL KECSKEMETY | DIRECTOR | 1 | $0 |
| TRACY CARTWRIGHT | PAST PRESIDENT | 2 | $0 |
| BRETT KETVERTIS | PRESIDENT | 2 | $0 |
| DEREK SCHEETZ | PRESIDENT ELECT | 2 | $0 |
| SCOTT BLAKE | SEC/TREASURER | 2 | $0 |
990-EZ for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY CARTWRIGHT | President | 4 | $0 |
| BRETT KETVERTIS | PRESIDENT ELECT | 4 | $0 |
| DEREK SCHEETZ | SEC/TREASURER | 4 | $0 |
| DUANE BORCHERDING | PAST PRESIDENT | 4 | $0 |
| GARY GERGLEY | Director | 2 | $0 |
| ELENA LUBENETS | Director | 2 | $0 |
| ELIE HARRIETT | Director | 2 | $0 |
| BILL KECSKEMETY | Natl Committee | 4 | $0 |
| TIM FINSTER | Director | 2 | $0 |
| DIONI TREVINO | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 605 STATE STREET STE A, CEDAR FALLS, IA 50613-0000
- In care of
- % NATHAN EDWARD LEHMAN
- Signed the 990-EZ
- NATHAN LEHMAN, EXECUTIVE DIRECTOR
- Phone
- (641) 228-4539
- Website
- OH.NAIFA.ORG
- Return prepared by
- WELGAARD CPAS & ADVISORS
Mission
EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION.
Program accomplishments
- ENHANCE THE BUSINESS AND PROFESSIONAL SKILLS OF MEMBERS, PROMOTE THE PROFESSION AND ETHICAL CONDUCT OF ADVISORS, ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT.
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 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
- 31-4354182
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1952
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $150,500
- Income (IRS master file)
- $110,679
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $110,679 | $99,343 | $150,500 | IRS |
| 990-EZ | December 2024 | $108,708 | $99,822 | $146,221 | XML |
| 990-EZ | December 2023 | $103,166 | $99,989 | $135,436 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | 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 31-4354182).
Questions about NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-OHIO
- What is the EIN of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-OHIO?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-OHIO is 31-4354182.
- Is NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-OHIO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1952.
- Are donations to NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-OHIO 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-OHIO 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-OHIO 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-OHIO 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-OHIO?
- The 990-EZ for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-OHIO have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $110,679, expenses of $99,343 and total assets of $150,500 at year end.
Other nonprofits in CEDAR FALLS
- SARTORI MEMORIAL HOSPITAL INC EIN 42-0758901 · last filed 990 for 2025
- WESTERN HOME SERVICES INC EIN 45-5139878 · last filed 990 for 2024
- COMMUNITY FOUNDATION OF NORTHEAST IOWA EIN 42-6060414 · last filed 990 for 2025
- UNIVERSITY OF NORTHERN IOWA FOUNDATION EIN 42-6058591 · last filed 990 for 2025
- MARTIN HEALTH CENTER INC EIN 42-0680487 · last filed 990 for 2024
- WESTERN HOME SERVICES INC EIN 27-2825987 · last filed 990 for 2024
- CEDAR FALLS LUTHERAN HOME EIN 42-0794364 · last filed 990 for 2024
- MICHAEL L PETERSON FOUNDATION EIN 88-2856860 · last filed 990-PF for 2025