2024-06-04T09:38:21-07:00 2023-12-31 421130301 WELGAARD CPAS AND ADVISORS 10550 NEW YORK AVENUE SUITE 100 URBANDALE IA 50322 990EZ 2023-01-01 620728939 NAIFA - TENNESSEE NAIF 6159046013 600 STATE STREET STE A CEDAR FALLS IA 50613 LISA LODEN Executive Director 2024-06-04 true LISA LODEN 999009999 true DARLENE DANIELSON CPA P01265115 5152530099 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X X TN.NAIFA.ORG X X 126762 X 32780 92566 926 0 0 0 0 490 126762 77104 18956 96060 30702 149634 17475 197811 X 264282 311154 25709 19075 289991 330229 140357 132418 149634 197811 TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE PROFESSION AND ETHICAL CONDUCT OF ADVISORS. ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE PROFESSION AND ETHICAL CONDUCT OF ADVISORS. SCOTT FLOWERS President 2.00 0 REBECCA BROWN SCHULTER PRESIDENT ELECT 2.00 0 JOE EASLEY Secretary 2.00 0 CHALMERS VALENTINE REGIONAL VP 1.00 0 DERRICK BRADLEY REGIONAL VP 1.00 0 CINDY MOYERS AFFILIATE DVMT 2.00 0 ADAM MILAM PAST PRESIDENT 2.00 0 ANDY WARNER REGIONAL VP 1.00 0 ALEXIS GOINES REGIONAL VP 1.00 0 PEGGY SMITH JR REGIONAL VP 1.00 0 BRIAN BARRACH Treasurer 2.00 0 MATT BENSON REGIONAL VP 1.00 0 false false false true false false false 0 0 0 0 0 false NAIFA MIDWEST OFFICE 600 STATE STSTE A CEDAR FALLS IA 50613 7037708403 false false false false false false false false NONE NONE false false false true 92566 6750 6750 7809 Other Revenue.1 ROYALTIES $490 Other Expenses.1001 Advertising and Promotion $92 Other Expenses.1002 Office Expenses $1003 Other Expenses.1005 Travel $4823 Other Expenses.1007 Conferences, Conventions, and Meetings $8547 Other Expenses.1012 Insurance $989 Other Expenses.1 GRANTS/SCHOLARSHIPS/DONATIONS $2788 Other Expenses.2 DUES AND SUBSCRIPTIONS $536 Other Expenses.3 CREDIT CARD FEES $178 Other Assets.1005 Accounts Receivable - Beginning $25459 Accounts Receivable - Ending $19003 Other Assets.1 PREPAID EXPENSES - Beginning $250 PREPAID EXPENSES - Ending $72 Total Liabilities.1001 Accounts Payable and Accrued Expenses - Beginning $2032 Accounts Payable and Accrued Expenses - Ending $2316 Total Liabilities.1003 Deferred Revenue - Beginning $33197 Deferred Revenue - Ending $30662 Total Liabilities.1 CUSTODIAL FUNDS - Beginning $105128 CUSTODIAL FUNDS - Ending $99440