Nonprofit · EIN 61-0599233
KENTUCKY ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC
Tax-exempt · LOUISVILLE, KY 40243
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $33,063 | $34,588 | -$1,525 | $40,198 | – | $40,198 |
| December 31, 2024 | 990-EZ | $48,658 | $34,220 | $14,438 | $41,723 | – | $41,723 |
| December 31, 2023 | 990-EZ | $37,744 | $43,582 | -$5,838 | $27,285 | – | $27,285 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $33,062
- Investment income
- $1
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $30,325
- Other expenses
- $4,263
Balance sheet and other
- Total assets, start of year
- $41,723
- Total assets, end of year
- $40,198
- Total liabilities, end of year
- –
- Net assets, end of year
- $40,198
- Cash, savings and investments
- $40,198
- Gross receipts
- $33,063
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 |
|---|---|---|---|
| JOHN KIEBLER | Director | 2 | $0 |
| PATRICK ROBISON | Director | 2 | $0 |
| JIM ASHLEY | Past President | 2 | $0 |
| GEORGE N RIDINGS | President | 2 | $0 |
| CATHY CARLSON | SEC/TREAS | 2 | $0 |
990-EZ for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN KIEBLER | Director | 2 | $0 |
| PATRICK ROBISON | Director | 2 | $0 |
| JIM ASHLEY | Past President | 2 | $0 |
| GEORGE N RIDINGS | President | 2 | $0 |
| CATHY CARLSON | President Elect | 2 | $0 |
| CATHY CARLSON | SEC/TREAS | 2 | $0 |
| BRIAN L WILSON | Director | 2 | $0 |
990-EZ for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN KIEBLER | Director | 2 | $0 |
| PATRICK ROBISON | Director | 2 | $0 |
| JIM ASHLEY | President | 2 | $0 |
| GEORGE N RIDINGS | PRESIDENT ELECT | 2 | $0 |
| CATHY CARLSON | PAST PRESIDENT | 2 | $0 |
| AMY ARNETT | SEC/TREAS | 2 | $0 |
| BRIAN L WILSON | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 12730 TOWNEPARK WAY STE 202, LOUISVILLE, KY 40243-2303
- Signed the 990-EZ
- PATRICK ROBISON, Director
- Phone
- (502) 244-0700
- Website
- WWW.KAIFA.ORG
- Return prepared by
- Larry M Edwards CPA
Mission
PROVIDE ASSISTANCE AND STUDY GUIDES TO CANDIDATES TAKING THE CERTIFIED LIFE UNDERWRITERS EXAM IN KENTUCKY AND THE KENTUCKY LICENSE EXAM
Program accomplishments
- CONTINUING EDUCATION THRU CONFERENCES FOR CANDIDATES STUDYING TO TAKE THE CERTIFIED LIFE UNDERWRITERS EXAM IN KENTUCKY AND THE KENTUCKY LICENSE EXAM
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 61-0599233
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $40,198
- Income (IRS master file)
- $33,063
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $33,063 | $34,588 | $40,198 | IRS |
| 990-EZ | December 2024 | $48,658 | $34,220 | $41,723 | XML |
| 990-EZ | December 2023 | $37,744 | $43,582 | $27,285 | 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 61-0599233).
Questions about KENTUCKY ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC
- What is the EIN of KENTUCKY ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC?
- The employer identification number (EIN) of KENTUCKY ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC is 61-0599233.
- Is KENTUCKY ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1988.
- Are donations to KENTUCKY ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KENTUCKY ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of KENTUCKY ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC 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 KENTUCKY ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC 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 KENTUCKY ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC?
- The 990-EZ for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does KENTUCKY ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $33,063, expenses of $34,588 and total assets of $40,198 at year end.
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