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Nonprofit · EIN 73-0956313

NAIFA OKLAHOMA INC

Tax-exempt · OKLAHOMA CITY, OK 73132

Financials

$69K$80K2023$63K$73K2024$57K$49K2025
Revenue Expenses · by fiscal year end
Financials of NAIFA OKLAHOMA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$57,371$48,544$8,827$62,211$0$62,211
December 31, 2024990-EZ$62,595$73,282-$10,687$53,384$0$53,384
December 31, 2023990-EZ$69,124$79,532-$10,408$64,071$0$64,071
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$55,616
Other revenue
$1,755

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$23,400
Professional fees and payments to contractors
$12,900
Other expenses
$12,244

Balance sheet and other

Total assets, start of year
$53,384
Total assets, end of year
$62,211
Total liabilities, end of year
$0
Net assets, end of year
$62,211
Cash, savings and investments
$62,211
Gross receipts
$57,371

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.

NameTitleHours / weekCompensation
Chase MooreState PresidentVolunteer Affiliate1$0
Leo B Fundaro JRState Pres ElectVolunteer Aff Lead1$0
Richard SchwabState SecretaryTreasPast Pres Adv1$0
Shelly BurroughsImmed Past PresVolunteer Aff Lead1$0
Mary P GarzaExecutive VP Association Exec20$0
990-EZ for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Shelly BurroughsState PresidentVolunteer Affiliate1$0
Chase MooreState Pres ElectVolunteer Aff Lead1$0
Richard SchwabState SecretaryTreasPast Pres Adv1$0
Whitney JesseeImmed Past PresVolunteer Aff Lead1$0
Chad S TredwayState National Committeeperson1$0
990-EZ for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
Whitney JesseeState PresidentVolunteer Affiliate1$0
Shelly BurroughsState Pres ElectPrograms Chair1$0
Chase MooreState SecretaryTreasCo-Membership1$0
John Carroll CFA CFP APMA ChFC CRPCImmed Past Pres AdviGrassrootsPAC1$0
Chad S TreadwayState National Committeeperson1$0
Mary P Garza LUTCFExecutive VP Association Exec20$0

Address and contacts

Address (IRS master file)
8924 NW 85TH PL, OKLAHOMA CITY, OK 73132-4072
In care of
% MARY P GARZA
Signed the 990-EZ
MARY P GARZA CLU CHFC, Executive VP Association Exec
Phone
(405) 881-9024
Return prepared by
All Tax Inc

Mission

See Schedule O

990-EZ for the year ended December 31, 2025

Program accomplishments

  • Affiliate monthly networking, education, and updates average attendance 60. State Performance and Annual Conference 30 attended.

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

IRS record

EIN
73-0956313
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1974
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$62,211
Income (IRS master file)
$57,371

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$57,371$48,544$62,211XML
990-EZDecember 2024$62,595$73,282$53,384XML
990-EZDecember 2023$69,124$79,532$64,071XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZJune 2019–––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 73-0956313).

Questions about NAIFA OKLAHOMA INC

What is the EIN of NAIFA OKLAHOMA INC?
The employer identification number (EIN) of NAIFA OKLAHOMA INC is 73-0956313.
Is NAIFA OKLAHOMA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1974.
Are donations to NAIFA OKLAHOMA INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NAIFA OKLAHOMA INC 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 NAIFA OKLAHOMA 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 NAIFA OKLAHOMA 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 NAIFA OKLAHOMA INC?
The 990-EZ for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does NAIFA OKLAHOMA INC have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $57,371, expenses of $48,544 and total assets of $62,211 at year end.

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