Nonprofit · EIN 63-0383099
ALABAMA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Tax-exempt · BIRMINGHAM, AL 35243
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $59,929 | $62,787 | -$2,858 | $423,703 | $2,238 | $421,465 |
| December 31, 2024 | 990-EZ | $56,966 | $61,171 | -$4,205 | $411,368 | $668 | $410,700 |
| December 31, 2023 | 990-EZ | $75,507 | $72,419 | $3,088 | $403,344 | $0 | $403,344 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $300
- Membership dues
- $37,763
- Program service revenue
- $3,916
- Investment income
- $17,950
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $18,000
- Salaries, compensation and benefits (total)
- $19,100
- Professional fees and payments to contractors
- $3,795
- Occupancy
- $1,618
- Printing, publications and postage
- $624
- Other expenses
- $32,650
- Program services (functional)
- $62,787
Balance sheet and other
- Total assets, start of year
- $411,368
- Total assets, end of year
- $423,703
- Total liabilities, end of year
- $2,238
- Net assets, end of year
- $421,465
- Cash, savings and investments
- $423,703
- Gross receipts
- $59,929
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 |
|---|---|---|---|
| SCALI ALLISON | EXECUTIVE DIRECTOR | 20 | $18,000 |
| STUBBS JAY | IFAPAC CHAIR | 1 | $0 |
| WILSON MATT | APIC CHAIR | 1 | $0 |
| BRYANT SALLIE | GOVERNMENT RELATIONS | 1 | $0 |
| BARGER LYNN | CENTRAL REGION VICE PRESID | 1 | $0 |
| OWENS WILLIAM CHRIS | SOUTH REGION VICE PRESIDEN | 1 | $0 |
| JOSEPH BOOKER | NORTH REGION VICE PRESIDEN | 1 | $0 |
| HOLDERFIELD JIMMY | SECRETARY/TREASURER | 1 | $0 |
| COODY WESLEY | FIRST VP | 1 | $0 |
| COVIN DIANE | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| CLARK GREG | PRESIDENT | 1 | $0 |
990-EZ for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCALI ALLISON | EXECUTIVE DIRECTOR | 20 | $19,000 |
| STUBBS JAY | IFAPAC CHAIR | 1 | $0 |
| WILSON MATT | APIC CHAIR | 1 | $0 |
| BRYANT SALLIE | GOVERNMENT RELATIONS | 1 | $0 |
| BARGER LYNN | CENTRAL REGION VICE PRESID | 1 | $0 |
| COODY WESLEY | SOUTH REGION VICE PRESIDEN | 1 | $0 |
| TURNER GREG | NORTH REGION VICE PRESIDEN | 1 | $0 |
| HOLDERFIELD JIMMY | SECRETARY/TREASURER | 1 | $0 |
| CLARK GREG | FIRST VP | 1 | $0 |
| JOSEPH BOOKER | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| COVIN DIANE | PRESIDENT/TREASURER | 1 | $0 |
990-EZ for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scali Allison | Executive Director | 20 | $18,750 |
| Stubbs Jay | IFAPAC Chair | 1 | $0 |
| Wilson Matt | APIC Chair | 1 | $0 |
| Bryant Sallie | Government Relations | 1 | $0 |
| Barger Lynn | Central Region Vice Presid | 1 | $0 |
| Coody Wesley | South Region Vice Presiden | 1 | $0 |
| Turner Greg | North Region Vice Presiden | 1 | $0 |
| Holderfield Jimmy | Secretary/Treasurer | 1 | $0 |
| Clark Greg | First VP | 1 | $0 |
| Joseph Booker | Immediate Past President | 1 | $0 |
| Covin Diane | President/treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 43067, BIRMINGHAM, AL 35243-0067
- In care of
- % SALLIE M BRYANT
- Mailing address (990-N for 2018)
- PO Box 43067, Birmingham AL 35243
- Principal officer (990-N for 2018)
- Matthew Wilson, PO Box 43067, Birmingham AL 35243
- Signed the 990-EZ
- ALLISON SCALI, EXECUTIVE DIRECTOR
- Phone
- (205) 601-5091
- Website
- NAIFA-ALABAMA.COM
- Return prepared by
- HAYNES DOWNARD LLP
Mission
TO PROVIDE LEADERSHIP IN SUSTAINING AND IMPROVING THE BUSINESS ENVIRONMENT, AND TO ENHANCE THE PROFESSIONAL SKILLS OF AGENTS AND OTHERS ENGAGED IN INSURANCE AND RELATED FINANCIAL SERVICES
Program accomplishments
- TO PROVIDE LEADERSHIP IN SUSTAINING AND IMPROVING THE BUSINESS ENVIRONMENT, AND TO ENHANCE THE PROFESSIONAL SKILLS OF AGENTS AND OTHERS ENGAGED IN INSURANCE AND RELATED FINANCIAL SERVICES.Expenses $62,787 · grants $5,000
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
- 63-0383099
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $423,703
- Income (IRS master file)
- $59,929
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $59,929 | $62,787 | $423,703 | IRS |
| 990-EZ | December 2024 | $56,966 | $61,171 | $411,368 | XML |
| 990-EZ | December 2023 | $75,507 | $72,419 | $403,344 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Matthew Wilson | December 31, 2018 | ≤ $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 63-0383099).
Questions about ALABAMA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
- What is the EIN of ALABAMA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS?
- The employer identification number (EIN) of ALABAMA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS is 63-0383099.
- Is ALABAMA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1971.
- Are donations to ALABAMA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ALABAMA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 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 ALABAMA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 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 ALABAMA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 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 ALABAMA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS?
- The 990-N for 2018 names Matthew Wilson.
- Who are the officers and directors of ALABAMA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS?
- The 990-EZ for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $18,000 (SCALI ALLISON, EXECUTIVE DIRECTOR).
- How much revenue does ALABAMA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $59,929, expenses of $62,787 and total assets of $423,703 at year end.
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