2024-07-29T06:20:49-07:00 2023-12-31 421130301 WELGAARD CPAS AND ADVISORS 10550 NEW YORK AVENUE SUITE 100 URBANDALE IA 50322 990EZ 2023-01-01 450339465 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS- NORTH DAKOTA NATI 7012589525 600 STATE STREET A CEDAR FALLS IA 50613 JULIE PHILLIPS Executive Director 2024-07-29 true true DARLENE DANIELSON CPA P01265115 5152530099 2023 2024-08-08 14:25:15Z X X ND.NAIFA.ORG X X 128175 X 1191 12586 35656 4406 74336 40895 33441 0 0 0 87280 37536 24296 61832 25448 194764 -15591 204621 X 231952 242263 6980 5944 238932 248207 44168 43586 194764 204621 THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF NORTH DAKOTA PROTECTS AND PROMOTES THE CRITICAL ROLE OF INSURANCE IN A SOUND FINANCIAL PLAN AND THE ESSENTIAL ROLE PROVIDED BY OUR PROFESSIONAL AGENTS AND ADVISORS. THE MISSION OF THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF NORTH DAKOTA IS TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENCHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF OUR MEMBERS. EDUCATIONAL AND TRAINING PROGRAMS INCLUDING AN ANNUAL CONVENTION, REGIONAL WORKSHOPS AND OTHER EVENTS. PROGRAMS PROVIDE MEMBERS WITH UP-TO-DATE TRADE INFORMATION, SALES TRAINING, AND NETWORKING OPPORTUNITIES. ADVOCATED FOR POSITIVE LEGISLATION AND REGULATORY ENVIORNMENT PAUL SIEBERT President 2.00 0 STEVE BERGEE PRESIDENT ELECT 2.00 0 LYLE KRAFT PAST PRESIDENT 2.00 0 KIM ALBERT VP- ADVOCACY 1.00 0 DANIELLE ZIMBRICK VP- PROGRAMS 1.00 0 JEREMY VIDMAR VP- MEMBERSHIP 1.00 0 STACY NORTON SECRETARY/TREAS 2.00 0 false false false true false false false 0 0 0 0 0 false NAIFA OFFICE MIDWEST 600 STATE ST STE A CEDAR FALLS IA 50613 7012589525 false false false false false false false false NONE NONE false false true false Other Expenses.1001 Advertising and Promotion $368 Other Expenses.1002 Office Expenses $1076 Other Expenses.1005 Travel $7309 Other Expenses.1007 Conferences, Conventions, and Meetings $12191 Other Expenses.1012 Insurance $1394 Other Expenses.1 GRANTS/SCHOLARSHIPS/DONATIONS $1150 Other Expenses.2 DUES AND SUBSCRIPTIONS $500 Other Expenses.3 CREDIT CARD FEES $308 Other Assets.1005 Accounts Receivable - Beginning $6380 Accounts Receivable - Ending $5934 Other Assets.1011 Prepaid Expenses and Deferred Charges - Beginning $600 Prepaid Expenses and Deferred Charges - Ending $10 Total Liabilities.1001 Accounts Payable and Accrued Expenses - Beginning $1688 Accounts Payable and Accrued Expenses - Ending $2056 Total Liabilities.1003 Deferred Revenue - Beginning $8058 Deferred Revenue - Ending $6313 Total Liabilities.1 CUSTODIAL FUNDS - Beginning $34422 CUSTODIAL FUNDS - Ending $35217