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Nonprofit · EIN 52-1935068

GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS I

Tax-exempt · CEDAR FALLS, IA 50613

Financials

$54K$26K2023$89K$37K2024$109K$27K2025
Revenue Expenses · by fiscal year end
Financials of GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS I by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$109,278$26,811$82,467$610,629$1,060$609,569
December 31, 2024990$89,440$37,255$52,185$510,253$20,545$489,708
December 31, 2023990$53,855$26,446$27,409$420,346$374$419,972
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$14,656
Program service revenue
$0
Investment income
$47,584
Net gain from sales of assets
$40,795
Net income from fundraising events
$47,038
Other revenue
$47,038

Expenses

Grants and similar amounts paid
$15,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,210
Program services (functional)
$16,336
Management and general (functional)
$10,185
Fundraising (functional)
$290

Balance sheet and other

Total assets, start of year
$510,253
Total assets, end of year
$610,629
Total liabilities, end of year
$1,060
Net assets, end of year
$609,569
Net assets without donor restrictions
$609,569
Gross receipts
$307,345
Employees
0
Volunteers
20
Year formed
2007
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
CONNIE GOLLEHERDIRECTOR
Trustee or director
1$0
PETER GLASSMANDIRECTOR
Trustee or director
1$0
KEVIN CONLEYDIRECTOR
Trustee or director
1$0
JOSEPH DAVISDIRECTOR
Trustee or director
1$0
MATT GRACEDIRECTOR
Trustee or director
1$0
RYAN BUCKDIRECTOR
Trustee or director
1$0
BROCK JOLLYDIRECTOR
Trustee or director
1$0
CHARLES LEWISDIRECTOR
Trustee or director
1$0
CHRISTOPHER PIRTLEDIRECTOR
Trustee or director
1$0
DAN ALTMIREDIRECTOR
Trustee or director
1$0
GAFFAR CHOWDHURYDIRECTOR
Trustee or director
1$0
ROCK BROCKMANPAST PRESIDENT
Officer
2$0
JEFF HAMBLENPRESIDENT ELECT
Officer
2$0
KEVIN JONESSECRETARY
Officer
2$0
MATT WEIDERTREASURER
Officer
2$0
1 more people on this return
NameTitleHours / weekCompensation
DILIP JHAVERIPRESIDENT
Officer
2$0
990 for the year ended December 31, 2024: 15 people
NameTitleHours / weekCompensation
CONNIE GOLLEHERDIRECTOR
Trustee or director
1$0
PETER GLASSMANDIRECTOR
Trustee or director
1$0
KEVIN CONLEYDIRECTOR
Trustee or director
1$0
JOSEPH DAVISDIRECTOR
Trustee or director
1$0
MATT GRACEDIRECTOR
Trustee or director
1$0
RYAN BUCKDIRECTOR
Trustee or director
1$0
BROCK JOLLYDIRECTOR
Trustee or director
1$0
CHARLES LEWISDIRECTOR
Trustee or director
1$0
CHRISTOPHER PIRTLEDIRECTOR
Trustee or director
1$0
DAN ALTMIREDIRECTOR
Trustee or director
1$0
ROCK BROCKMANPAST PRESIDENT
Officer
2$0
JEFF HAMBLENVICE PRESIDENT
Officer
2$0
KEVIN JONESSECRETARY
Officer
2$0
MATT WEIDERTREASURER
Officer
2$0
DILIP JHAVERIPRESIDENT
Officer
2$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensation
CONNIE GOLLEHERDirector
Trustee or director
1$0
PETER GLASSANDirector
Trustee or director
1$0
KEVIN CONLEYDirector
Trustee or director
1$0
JOSEPH DAVISDirector
Trustee or director
1$0
MATT GRACEDirector
Trustee or director
1$0
RYAN BUCKDirector
Trustee or director
1$0
BROCK JOLLYDirector
Trustee or director
1$0
CHARLES LEWISDirector
Trustee or director
1$0
CHRISTOPHER PIRTLEDirector
Trustee or director
1$0
DAN ALTMIREDirector
Trustee or director
1$0
ROCK BROCKMANPast President
Officer
2$0
JEFF HAMBLENVice President
Officer
2$0
KEVIN JONESSecretary
Officer
2$0
MATT WEIDERTreasurer
Officer
2$0
DILIP JHAVERIPresident
Officer
2$0

Address and contacts

Address (IRS master file)
600 STATE ST STE A, CEDAR FALLS, IA 50613-3371
Mailing address (990-N for 2019)
600 State St Ste A, Cedar Falls IA 50613
Principal officer (990 for 2025)
JENNIFER MAUER, 600 STATE STREET STE A, CEDAR FALLS, IA 50613
Principal officer (990-N for 2019)
Dilip Jhaveri, 600 State St Ste A, Cedar Falls IA 50613
Signed the 990
JENNIFER MAUER, EXECUTIVE DIRECTOR
Phone
(844) 717-2858
Return prepared by
WELGAARD CPAS & ADVISORS

Mission

TO FOSTER AND MAINTAIN HIGH STANDARDS OF PERFORMANCE AND CONDUCT AMONG PROFESSIONAL INSURANCE AND FINANCIAL ADVISORS AND TO PROMOTE UNDERSTANDING OF THE BUSINESS OF LIFE INSURANCE AND APPLIED PRODUCTS THROUGH EDUCATION AND RESEARCH.

990 for the year ended December 31, 2025

Program accomplishments

  • THE GWFIFA HAS CHOSEN CHARITIES TO BE THE RECIPIENT OF THEIR FUND RAISING AND VOLUNTEER EFFORTS. CHARITIES ARE SELECTED ON THE MERITS OF THEIR ABILITY TO PROVIDE SERVICES TO THE GENERAL PUBLIC. THE CONTRIBUTIONS WERE FOR THE GENERAL SUPPORT OF THE ORGANIZATION ACTIVITIES.
    Expenses $15,000 · grants $15,000
  • THE GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS PURPOSE IS TO SERVE AS THE EDUCATIONAL AND CHARITABLE ARM OF NAIFA- GREATER WASHINGTON DC. THE FOUNDATION IS DEDICATED TO HAVING A POSITIVE IMPACT ON THE LIVES OF CITIZENS THROUGH COMMUNITY SERVICE AND DEVELOPMENT OF FINANCIAL SERVICES PROFESSIONALS.
    Expenses $1,336

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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
52-1935068
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Employment (J40)
Assets (IRS master file)
$610,629
Income (IRS master file)
$307,345

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$109,278$26,811$610,629IRS
990December 2024$89,440$37,255$510,253XML
990December 2023$53,855$26,446$420,346XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-N for 2019
Officer: Dilip Jhaveri
December 31, 2019≤ $50,000 receipts––e-Postcard
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 52-1935068).

Questions about GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS I

What is the EIN of GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS I?
The employer identification number (EIN) of GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS I is 52-1935068.
Is GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS I tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS I tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS I 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 GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS I 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 GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS I last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS I?
The 990 for the year ended December 31, 2025 names JENNIFER MAUER.
Who are the officers and directors of GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS I?
The 990 for the year ended December 31, 2025 lists 16 people; 0 received compensation from the organization.
How much revenue does GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS I have?
On its 990 for the year ended December 31, 2025 it reported revenue of $109,278, expenses of $26,811 and total assets of $610,629 at year end.

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