2025-06-02T13:12:31-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990EZ 2024-01-01 221510774 NAIFA - NEW JERSEY INC NAIF 7033491813 600 STATE STREET STE A CEDAR FALLS IA 50613 KRISTINE DICKSON EXECUTIVE DIRECTOR 7033491813 2025-06-02 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-06-02 2024 2025-03-06 01:10:19Z X X NJ.NAIFA.ORG X X 122778 X 14460 106529 1789 122778 66739 450 33376 100565 22213 143430 0 165643 X 171390 213937 22040 16430 193430 230367 50000 64724 143430 165643 X TO PROMOTE THE ADOPTION AND APPLICATION OF HIGHER STANDARDS OF ETHICAL CONDUCT IN THE PROFESSION OF LIFE INSURANCE UNDERWRITERS AND FINANCIAL ADVISORS TO PROMOTE THE ADOPTION AND APPLICATION OF HIGHER STANDARDS OF ETHICAL CONDUCT IN THE PROFESSION OF LIFE INSURANCE UNDERWRITERS AND FINANCIAL ADVISORS 0 0 IRENE STOLTE DIRECTOR 1.00 0 0 0 DANIEL KAPLAN DIRECTOR 1.00 0 0 0 JILL VAN NOSTRAND DIRECTOR 1.00 0 0 0 MICHAEL GOLDBERG DIRECTOR 1.00 0 0 0 MICHAEL MANGINELLI PRESIDENT 2.00 0 0 0 DANIEL IRIZARRY PAST PRESIDENT 2.00 0 0 0 STEPHEN HAWTHORNE SECRETARY/TREASURER 2.00 0 0 0 X 0 0 0 1 0 0 0 0 NAIFA MIDWEST OFFICE 600 STATE STSTE A CEDAR FALLS IA 50613 7033491813 0 0 0 0 0 0 0 0 0 0 106529 10200 784 10984 10800 184 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 1,789. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETING EXPENSE. AMOUNT: 14,662. DESCRIPTION: ADVERTISING. AMOUNT: 1,610. DESCRIPTION: TRAVEL. AMOUNT: 6,805. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 1,031. DESCRIPTION: CONTRIBUTIONS. AMOUNT: 5,615. DESCRIPTION: TECH FEES. AMOUNT: 10. DESCRIPTION: CC FEES. AMOUNT: 200. DESCRIPTION: INSURANCE. AMOUNT: 3,044. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 399. TOTAL TO FORM 990-EZ, LINE 16: 33,376. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCRUED REVENUE. BEG. OF YEAR AMOUNT: 17,760. END OF YEAR AMOUNT: 14,699. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 4,280. END OF YEAR AMOUNT: 1,731. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,455. END OF YEAR AMOUNT: 5,441. DESCRIPTION: ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 1,363. END OF YEAR AMOUNT: 1,115. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 21,596. END OF YEAR AMOUNT: 24,651. DESCRIPTION: DUE TO AFFILIATES. BEG. OF YEAR AMOUNT: 25,301. END OF YEAR AMOUNT: 33,517. DESCRIPTION: INTERCOMPANY PAYABLE. BEG. OF YEAR AMOUNT: 285. END OF YEAR AMOUNT: 0. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.