2025-06-03T14:29:44-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990EZ 2024-01-01 390967153 NAIFA-WISCONSIN INC NAIF 6084556674 600 STATE STREET A CEDAR FALLS IA 50613 JULIE PHILLIPS EXECUTIVE DIRECTOR 6084556674 2025-06-03 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-06-02 2024 2025-03-06 01:10:19Z X X WI.NAIFA.ORG X X 96896 X 23417 72558 921 96896 93082 194 20504 113780 -16884 21368 0 4484 X 26154 7336 19454 21949 45608 29285 24240 24801 21368 4484 X EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION. CONDUCT ANNUAL SALES CONVENTION PROVIDING EDUCATIONAL CREDITS REQUIRED BY MEMBERS TO MEET PROFESSIONAL LICENSING REQUIREMENTS. 0 0 CONTINUING EDUCATION SEMINARS TO ENHANCE THE PROFESSIONAL SKILLS OF MEMBERS. 0 0 DISTRIBUTE AN ELECTRONIC MONTHLY NEWSLETTER CONTAINING EDUCATIONAL AND SALES PROMOTION MATERIALS TO ALL MEMBERS. 0 0 CHRIS HENDERSON PRESIDENT 2.00 0 0 0 RICHARD BALCH PRESIDENT ELECT 2.00 0 0 0 HEATHER LINDSLEY PAST PRESIDENT 2.00 0 0 0 BEN BORCHARDT SEC/TREASURER 2.00 0 0 0 SHAYNE FICKLING DIRECTOR 1.00 0 0 0 REBECCA GONZALEZ DIRECTOR 1.00 0 0 0 MARK MILLER VP-ADVOCACY 1.00 0 0 0 BRENDON DEROUIN VP-PROGRAMS 1.00 0 0 0 X 0 1 0 1 0 0 0 0 NAIFA MIDWEST OFFICE 600 STATE STSTE A CEDAR FALLS IA 50613 6084556674 0 0 0 0 0 0 0 0 0 0 1 72558 24000 6070 30070 22533 7537 FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: ROYALTIES. AMOUNT: 921. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 14,178. DESCRIPTION: ADVERTISING. AMOUNT: 255. DESCRIPTION: TRAVEL. AMOUNT: 1,338. DESCRIPTION: DUES & SUBS. AMOUNT: 180. DESCRIPTION: CONTRIBUTIONS EXPENSE. AMOUNT: 2,475. DESCRIPTION: TECH FEES. AMOUNT: 20. DESCRIPTION: CC FEES. AMOUNT: 449. DESCRIPTION: INSURANCE. AMOUNT: 1,067. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 542. TOTAL TO FORM 990-EZ, LINE 16: 20,504. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,275. END OF YEAR AMOUNT: 6,175. DESCRIPTION: ACCRUED REVENUE. BEG. OF YEAR AMOUNT: 13,947. END OF YEAR AMOUNT: 11,385. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 4,072. END OF YEAR AMOUNT: 4,389. DESCRIPTION: INTERCOMPANY RECEIVABLE. BEG. OF YEAR AMOUNT: 160. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,550. END OF YEAR AMOUNT: 2,613. DESCRIPTION: ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 2,561. END OF YEAR AMOUNT: 972. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 19,937. END OF YEAR AMOUNT: 21,216. DESCRIPTION: INTERCOMPANY PAYABLE. BEG. OF YEAR AMOUNT: 192. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART V, LINE 34 RE-WORDED THE MISSION STATEMENT AND REVISED THE DEFINITION OF A MEMBER.