2025-06-02T13:22:33-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990EZ 2024-01-01 520960363 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF MARYLAND INC NATI 3017016880 600 STATE STREET A CEDAR FALLS IA 50613 JENNIFER MAUER EXECUTIVE DIRECTOR 3017016880 2025-06-02 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-06-02 2024 2025-03-06 01:10:19Z X X MD.NAIFA.ORG X X 66407 X 3940 62467 66407 54435 22285 76720 -10313 61128 0 50815 X 76678 67275 11222 11214 87900 78489 26772 27674 61128 50815 X EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION. TO ENCOURAGE THE BEST IN INSURANCE PRACTICE AND DEVELOPMENT TO THE ENCHANCEMENT OF THE MEMBERS, AND TO THEIR GREATER PRESTIGE AND SERVICE TO THE PUBLIC IN THE FIELDS OF LIFE AND HEALTH INSURANCE 0 0 MICHAEL CASE PAST PRESIDENT 2.00 0 0 0 JEFFREY RYAN PRESIDENT 2.00 0 0 0 GLENN ARRINGTON SECRETARY/TREASURER 2.00 0 0 0 BRIAN JOLLES DIRECTOR 1.00 0 0 0 CARLA GIBBS DIRECTOR 1.00 0 0 0 RACHEL SAYYAD DIRECTOR 1.00 0 0 0 X 0 1 0 1 0 0 0 0 NAIFA OFFICE MIDWEST 660 STATE STREET STE A CEDAR FALLS IA 50613 3017016880 0 0 0 0 0 0 0 0 0 0 1 62467 14000 14000 13100 900 FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETING EXPENSE. AMOUNT: 9,468. DESCRIPTION: ADVERTISING AND PROMOTION EXPENSE. AMOUNT: 1,304. DESCRIPTION: TRAVEL. AMOUNT: 5,152. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 568. DESCRIPTION: CONTRIBUTIONS EXPENSE. AMOUNT: 2,350. DESCRIPTION: FEES - CC. AMOUNT: 81. DESCRIPTION: INSURANCE AND TAXES. AMOUNT: 2,120. DESCRIPTION: SUPPLIES, PRINTING AND POSTAGE. AMOUNT: 776. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 466. TOTAL TO FORM 990-EZ, LINE 16: 22,285. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCRUED REVENUE. BEG. OF YEAR AMOUNT: 8,889. END OF YEAR AMOUNT: 8,745. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,333. END OF YEAR AMOUNT: 2,469. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 178. END OF YEAR AMOUNT: 3,100. DESCRIPTION: ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 4,216. END OF YEAR AMOUNT: 902. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 12,503. END OF YEAR AMOUNT: 13,990. DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 9,682. END OF YEAR AMOUNT: 9,682. DESCRIPTION: INTERCOMPANY PAYABLE. BEG. OF YEAR AMOUNT: 193. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART V, LINE 34 RE-WORDED THE MISSION STATEMENT AND REVISED THE DEFINITION OF A MEMBER.