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Nonprofit · EIN 42-0674608

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-IOWA

Tax-exempt · DES MOINES, IA 50309

Financials

$220K$217K2023$223K$206K2024
Revenue Expenses · by fiscal year end
Financials of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-IOWA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$223,392$205,890$17,502$604,135$39,339$564,796
December 31, 2023990$220,355$217,277$3,078$576,052$58,166$517,886
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$11,552
Program service revenue
$173,434
Investment income
$38,406
Net gain from sales of assets
$27,770
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$950
Travel
$872

Balance sheet and other

Total assets, start of year
$576,052
Total assets, end of year
$604,135
Total liabilities, end of year
$39,339
Net assets, end of year
$564,796
Publicly traded securities
$523,605
Net assets without donor restrictions
$545,649
Net assets with donor restrictions
$19,147
Gross receipts
$253,737
Employees
0
Volunteers
15
State of legal domicile
IA

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BRENDA ECKARDPRESIDENT
Trustee or director, Officer
2$0
CRAIG ADAMSONPRESIDENT - ELECT
Trustee or director
2$0
BARRY DELPPAST PRESIDENT
Trustee or director, Officer
1$0
MONICA ARENDSVICE PRESIDENT | MEMBERSHIP
Trustee or director
1$0
JOBY FREYVICE PRESIDENT | AFFILIATE PROGRAMMING
Trustee or director
2$0
ANN HUDSONVICE PRESIDENT | LILI
Trustee or director
2$0
MIKE GRANDGEORGEVICE PRESIDENT | TREASURER
Trustee or director, Officer
1$0
CHRISTY CLINEVICE PRESIDENT | ANNUAL CONVENTION
Trustee or director
2$0
BARRY DELPVICE PRESIDENT | IFAPAC
Trustee or director
2$0
ANTHONY SCHAUVICE PRESIDENT |SECRETARY
Trustee or director, Officer
1$0
DANNY MIELNECZEKVICE PRESIDENT | YAT
Trustee or director
1$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
ROGER MCCULLOUGHNTNL CMTEE PRSN
Trustee or director
1$0
MIKE GRANDGEORGETREASURER
Trustee or director, Officer
1$0
LYNN SCHREDERPAST PRESIDENT
Trustee or director, Officer
1$0
CRAIG ADAMSONVP IFAPAC
Trustee or director
2$0
ANN HUDSONVP LILI
Trustee or director
2$0
BRENDA ECKARDVP AFFL PROGRAM
Trustee or director
2$0
BARRY DELPPRESIDENT
Trustee or director, Officer
2$0
PEG FRASERVP CONVENTION
Trustee or director
2$0
BARB COLLINSVP GRASSROOTS
Trustee or director
2$0
DANNY MIELNECZEKVP YAT
Trustee or director
1$0

Address and contacts

Address (IRS master file)
400 E COURT AVE STE 126, DES MOINES, IA 50309-2000
In care of
% EXEC SEC
Principal officer (990 for 2024)
BRENDA ECKARD, 400 E COURT AVE STE 126, DES MOINES, IA 50309
Signed the 990
BRENDA ECKARD, PRESIDENT
Phone
(515) 471-1304
Return prepared by
WELGAARD CPAS & ADVISORS

Mission

ENHANCE BUSINESS AND PROFESSIONAL SKILLS OF MEMBERS, PROMOTE THE PROFESSION AND ETHICAL CONDUCT OF ADVISORS, ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT.

990 for the year ended December 31, 2024

Program accomplishments

  • EDUCATIONAL AND TRAINING PROGRAMS INCLUDING AN ANNUAL CONVENTION, REGIONAL WORKSHOPS AND OTHER EVENTS. PROGRAMS PROVIDE MEMBERS WITH UP-TO-DATE TRADE INFORMATION, SALES TRAINING, AND NETWORKING OPPORTUNITIES.
  • PUBLISH THE IOWA ADVISOR MAGAZINE QUARTERLY FOR IOWA'S INSURANCE AND FINANCIAL ADVISORS AND OTHER INDUSTRY STAKEHOLDERS. EACH ISSUE OF THE IOWA ADVISOR INCUDES PRACTICE MANAGEMENT RESOUCES, SALES IDEAS, REGULATORY AND LEGISLATIVE INFORMATION, AS WELL AS OTHER INDUSTRY NEWS.

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
42-0674608
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1966
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$604,135
Income (IRS master file)
$253,737

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$223,392$205,890$604,135IRS
990December 2023$220,355$217,277$576,052XML
990December 2022$247,392$251,940$536,667IRS
990December 2021–––IRS
990December 2020–––IRS
990-EZJune 2018–––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 42-0674608).

Questions about NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-IOWA

What is the EIN of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-IOWA?
The employer identification number (EIN) of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-IOWA is 42-0674608.
Is NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-IOWA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1966.
Are donations to NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-IOWA 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-IOWA 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-IOWA due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-IOWA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-IOWA?
The 990 for the year ended December 31, 2024 names BRENDA ECKARD.
Who are the officers and directors of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-IOWA?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-IOWA have?
On its 990 for the year ended December 31, 2024 it reported revenue of $223,392, expenses of $205,890 and total assets of $604,135 at year end.

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