Nonprofit · EIN 46-6017802
NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS OF SOUTH DAKOTA
Also known as ZACH LEVIN MBR
Tax-exempt · CEDAR FALLS, IA 50613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $50,336 | $52,867 | -$2,531 | $165,209 | $87,213 | $77,996 |
| December 31, 2024 | 990-EZ | $53,957 | $56,066 | -$2,109 | $157,393 | $77,732 | $79,661 |
| December 31, 2023 | 990-EZ | $65,688 | $60,013 | $5,675 | $152,896 | $71,479 | $81,417 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $39,682
- Program service revenue
- $8,340
- Investment income
- $2,102
- Other revenue
- $212
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $33,751
- Printing, publications and postage
- $331
- Other expenses
- $18,785
Balance sheet and other
- Total assets, start of year
- $157,393
- Total assets, end of year
- $165,209
- Total liabilities, end of year
- $87,213
- Net assets, end of year
- $77,996
- Cash, savings and investments
- $159,218
- Gross receipts
- $50,336
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 |
|---|---|---|---|
| WARREN GRABER | DIRECTOR | 1 | $0 |
| ANDY BARTLING | DIRECTOR | 1 | $0 |
| NATHAN KIRBY | DIRECTOR | 1 | $0 |
| MATT BERGER | PAST PRESIDENT | 2 | $0 |
| BO BERNHAGEN | PRESIDENT | 2 | $0 |
| DEBORAH REED | TREASURER | 2 | $0 |
| MICHAEL ZOLNOWSKY | PRESIDENT ELECT | 2 | $0 |
| TONY BURNS | SECRETARY | 2 | $0 |
990-EZ for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY DARDIS | DIRECTOR | 1 | $0 |
| TONY BURNS | DIRECTOR | 1 | $0 |
| WARREN GRABER | DIRECTOR | 1 | $0 |
| JOHN LAWLER | PAST PRESIDENT | 2 | $0 |
| MATT BERGER | PRESIDENT | 2 | $0 |
| BO BERNHAGEN | PRESIDENT ELECT | 2 | $0 |
| DEBORAH REED | TREASURER | 2 | $0 |
| MICHAEL ZOLNOWSKY | SECRETARY | 2 | $0 |
990-EZ for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN LAWLER | President | 2 | $0 |
| MATT BERGER | PRESIDENT ELECT | 2 | $0 |
| DEBORAH REED | Treasurer | 2 | $0 |
| TIMOTHY DARDIS | NATL COMMITTEE | 1 | $0 |
| JENNIFER SOMA | PAST PRESIDENT | 1 | $0 |
| MICHAEL ZOLNOWSKY | 2ND VP | 1 | $0 |
| BO BERNHAGEN | 1ST VP | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 601 STATE STREET STE A, CEDAR FALLS, IA 50613-0000
- In care of
- % RUTH JONES
- Mailing address (990-N for 2014)
- 3916 N Potsdam Ave 2660, Sioux Falls SD 57104
- Principal officer (990-N for 2014)
- Calvin Sievers, 2210 Jackson Blvd, Rapid City SD 57702
- Signed the 990-EZ
- JULIE PHILLIPS, EXECUTIVE DIRECTOR
- Phone
- (703) 770-8403
- Website
- naifa-sd.org
- Return prepared by
- WELGAARD CPAS & ADVISORS
Mission
EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION.
Program accomplishments
- INCREASE MEMBERS KNOWLEDGE OF PRINCIPAL FUNCTIONS AND APPLICATIONS OF LEGAL RESERVE LIFE INSURANCE.
- PROVIDE EDUCATIONAL OPPORTUNITIES THROUGH A STATE WIDE CONVENTION OR OTHER EDUCATIONAL PROGRAMS.
- PROVIDE FOR CIVIC AND COMMUNITY SERVICE THROUGH MEMBER ASSOCIATION.
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
- 46-6017802
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $165,209
- Income (IRS master file)
- $50,336
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $50,336 | $52,867 | $165,209 | IRS |
| 990-EZ | December 2024 | $53,957 | $56,066 | $157,393 | XML |
| 990-EZ | December 2023 | $65,688 | $60,013 | $152,896 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2014 Officer: Calvin Sievers | June 30, 2015 | ≤ $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 46-6017802).
Questions about NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS OF SOUTH DAKOTA
- What is the EIN of NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS OF SOUTH DAKOTA?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS OF SOUTH DAKOTA is 46-6017802.
- Is NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS OF SOUTH DAKOTA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1968.
- Are donations to NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS OF SOUTH DAKOTA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS OF SOUTH DAKOTA 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 & FINANCIAL ADVISORS OF SOUTH DAKOTA 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 & FINANCIAL ADVISORS OF SOUTH DAKOTA 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 NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS OF SOUTH DAKOTA?
- The 990-N for 2014 names Calvin Sievers.
- Who are the officers and directors of NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS OF SOUTH DAKOTA?
- The 990-EZ for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS OF SOUTH DAKOTA have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $50,336, expenses of $52,867 and total assets of $165,209 at year end.
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