2025-09-08T16:03:31-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990 2024-01-01 590856103 NAIFA - FLORIDA INC NAIF 8037645147 600 STATE STREET STE A CEDAR FALLS IA 50613 WILLIAM T ASHLEY II EXECUTIVE DIRECTOR 8037645147 2025-09-08 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-09-02 2024 2025-03-06 01:10:19Z 570502 0 X WWW.NAIFA-FLORIDA.ORG X 1968 FL EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION. 10 10 4 35 0 0 0 0 488858 508690 1842 15402 379 26574 491079 550666 0 0 0 0 239391 49824 0 0 0 323175 434079 562566 483903 -71487 66763 528131 635526 188611 176607 339520 458919 EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION. 0 0 TO PROMOTE EDUCATION AND PROFESSIONALISM IN PREPARATION FOR LICENSING EXAMINATION AND MAINTENANCE OF CONTINUING EDUCATION REQUIRED BY FLORIDA LAW. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 2 0 1 4 1 0 0 0 0 0 0 0 0 X 10 10 0 1 1 0 1 1 1 1 0 0 1 1 0 1 1 1 1 1 1 0 0 X NAIFA MIDWEST OFFICE 8037645147 600 STATE STREET STE A CEDAR FALLS IA 50613 TOM HENRY DIRECTOR 2.00 X 0 0 0 GLENN RITCHIE DIRECTOR 2.00 X 0 0 0 GRACE STATEN DIRECTOR 2.00 X 0 0 0 PEACHIE THOMPSON DIRECTOR 2.00 X 0 0 0 CRAIG RODRIGUE DIRECTOR 2.00 X 0 0 0 CURTIS JAMES DIRECTOR 2.00 X 0 0 0 JEFF CHERNOFF PAST PRESIDENT 2.00 X 0 0 0 MAUREEN KIRSCHHOFER PRESIDENT 2.00 X 0 0 0 CHERYL CANZANELLA-LEWIS PRESIDENT ELECT 2.00 X 0 0 0 PATRICK GARRABRANT SEC/TREASURER 2.00 X 0 0 0 TOM ASHLEY CEO 40.00 X 16547 0 0 16547 0 0 0 0 0 0 NAIFA-MIDWEST OFFICE 600 STATE STREET CEDAR FALLS IA 50613 MANAGEMENT SERVICES 162500 1 EDUCATIONAL MATERIAL S 254994 254994 MEMBERSHIP DUES 242576 242576 REGISTRATIONS 10515 10515 SPONSORSHIPS 605 605 508690 10672 10672 53 53 24566 19836 4730 4730 4730 OTHER REVENUE 26521 26521 26521 550666 535211 0 15455 16547 21830 7989 3458 162500 6200 43000 4870 43495 4329 5182 20800 12862 14910 1061 10158 EDUCATIONAL MATERIALS 79334 CREDIT CARD & BANK FEES 12821 GRANTS/SCHOLARSHIPS/DON 8607 SUPPLIES 1709 2241 483903 13102 53510 61161 62719 36891 40372 51405 67416 1017 11392 87901 87901 1060 0 363495 400117 528131 635526 69744 58031 57719 57604 61148 60972 188611 176607 X 339520 458919 339520 458919 528131 635526 66763 52636 0 X 1 X 0 0 0 0 0 0 242576 43000 43000 84450 -41450 43460 43460 0 44441 44441 0 0 CUSTODIAL FUNDS 60972 60972 X PART X, LINE 2: THE ASSOCIATION QUALIFIES AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND IS NOT LIABLE FOR FEDERAL OR STATE INCOME TAXES EXCEPT ON INCOME GENERATED FROM UNRELATED ACTIVITIES. THE ASSOCIATION ANNUALLY CONSIDERS THE TAX POSITIONS REFLECTED IN ITS FINANCIAL STATEMENTS WITH CODE, RULES AND REGULATIONS, AND EVALUATES THE POTENTIAL FOR UNRELATED BUSINESS INCOME TAX OR ACTIVITIES THAT MAY JEOPARDIZE ITS EXEMPT STATUS. THE ASSOCIATION HAS EVALUATED ITS TAX POSITIONS TAKEN ON THE YEARS OPEN TO EXAMINATION (YEAR ENDED DECEMBER 31, 2024, 2023 AND 2022) AND HAS DETERMINED THAT THERE IS NO SIGNIFICANT UNCERTAINTY REGARDING THE TAX POSITIONS TAKEN. IF THE ASSOCIATION HAD DETERMINED A LIABILITY WAS NECESSARY, ANY TAX AND RELATED PENALTIES AND INTEREST WOULD BE CHARGED TO OPERATIONS. THERE WERE NO INCOME TAXES, PENALTIES OR INTEREST PAID FOR THE YEAR ENDED DECEMBER 31, 2024. FORM 990, PART VI, SECTION A, LINE 3 DAILY OPERATING ACTIVITIES INCLUDING ADMINISTRATIVE , FINANCE AND EVENT FUNCTIONS ARE DELEGATED VIA A CONTRACT WITH AN INDEPENDENT THIRD PARTY FIRM. THE MANAGEMENT FIRM'S ACTIVITIES ARE MONITORED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 4 RE-WORDED THE MISSION STATEMENT AND REVISED THE DEFINITION OF A MEMBER. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS CONSIST OF INSURANCE AND FINANCIAL ADVISORS, ATTORNEYS, ACCOUNTANTS, BANK AND TRUST OFFICERS AND PHILANTHROPIC ADVISORS OPERATING OR EMPLOYED IN THE STATE OF FLORIDA. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION ELECT THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE BYLAWS THAT ARE APPROVED BY THE ASSOCIATION'S BOARD OF DIRECTORS MUST ALSO BE APPROVED BY THE ASSOCIATION'S MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES CAN ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND MANAGEMENT STAFF PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ANNUALLY REVIEWS ITS WRITTEN CONFLICT OF INTEREST POLICY FOR STAFF AND ITS OFFICERS AND DIRECTORS TO MAKE SURE IT IS CONSISTENT WITH IRS GUIDELINES. IN ADDITION, IT REGULARLY MONITORS ITS STAFF, OFFICERS AND DIRECTORS' RELATIONSHIPS, FINANCIAL INTEREST,OR BUSINESS AFFILIATIONS WHICH COULD RESULT IN A CONFLICT OF INTEREST AND MAKES A CONDITION OF EMPLOYMENT OR SERVICE ON THE BOARD THAT STAFF, OFFICERS AND DIRECTORS DECLARE ANY POTENTIAL CONFLICT OF INTEREST WHICH MAY RESULT FROM TAKING PART IN ANY DISCUSSION OR DECISION MAKING ON AN ISSUE BEFORE THE ASSOCIATION WHILE HAVING BUSINESS, PROFESSIONAL, OR PERSONAL INTERESTS WHICH COULD BIAS THEIR DECISIONS. IN ADDITION, EACH OFFICER AND DIRECTOR IS REQUIRED TO ANNUALLY REVIEW AND SIGN THEIR AGREEMENT WITH AND UNDERSTANDING OF THE ASSOCIATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HAS NO EMPLOYEES AS OF FEBRUARY 28, 2024. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. NAIFA - FLORIDA IFAPAC PO BOX 14365 TALLAHASSEE FL 32317 275062100 PAC FL 527 NAIFA- FL 1 NAIFA - FLORIDA EDUCATIONAL FDN PO BOX 14365 TALLAHASSEE FL 32317 593455328 EDUCATION FL 501(C)3 LINE 7 ORGANIZATION NAIFA- FL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0