2025-06-02T13:16:46-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990EZ 2024-01-01 530246898 NAIFA - GREATER WASHINGTON DC NAIF 8447172858 600 STATE STREET A CEDAR FALLS IA 50613 JENNIFER MAUER EXECUTIVE DIRECTOR 8447172858 2025-06-02 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-06-02 2024 2025-03-06 01:10:19Z X X GWDC.NAIFA.ORG X X 40795 X 8095 30666 2034 40795 31965 15027 46992 -6197 127297 15242 136342 X 130319 171200 5021 25547 135340 196747 8043 60405 127297 136342 X EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION. NAIFA- GREATER WASHINGTON DC IS A PROFESSIONAL ORGANIZATION REPRESENTING INSURANCE AND FINANCIAL ADVISORS THROUGHOUT THE WASHINGTON DC AREA. IT IS A CHAPTER OF THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS. NAIFA-GWDC PROVIDES MEMBERS WITH EDUCATIONAL PROGRAMMING, NETWORKING OPPORTUNITIES, A NEWSLETTER, AND KEEPS THE MEMBERSHIP INFORMED ON ISSUES OF INTEREST TO INDUSTRY PROFESSIONALS. DURING THE YEAR, THE ORGANIZATION PROVIDED IN-HOUSE CONTINUING EDUCATION PROGRAMS, UPDATED NEWSLETTER PUBLISHED SIX TIMES DURING THE YEAR, AND PROVIDED PROFESSIONAL LEADERSHIP SPEAKERS TO THE GENERAL MEMBERSHIP AT THE ANNUAL MEETING. 0 0 MATTHEW GRACE DIRECTOR 1.00 0 0 0 BRIAN HANEY DIRECTOR 1.00 0 0 0 BRIAN MONEY DIRECTOR 1.00 0 0 0 RYAN BUCK PAST PRESIDENT 2.00 0 0 0 GAFFAR CHOWDHURY PRESIDENT 2.00 0 0 0 NATHAN MOORE PRESIDENT ELECT 2.00 0 0 0 NORMAN SCHERER SEC/TREASURER 2.00 0 0 0 X 0 1 0 1 0 0 0 0 NAIFA MIDWEST OFFICE 600 STATE STSTE A CEDAR FALLS IA 50613 8447172858 0 0 0 0 0 0 0 0 0 0 0 30666 700 700 1445 -745 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST/DIVIDEND INCOME. AMOUNT: 2,034. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 6,206. DESCRIPTION: ADVERTISING AND PROMOTION EXPENSE. AMOUNT: 727. DESCRIPTION: TRAVEL. AMOUNT: 3,432. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 54. DESCRIPTION: CONTRIBUTION EXPENSE. AMOUNT: 1,134. DESCRIPTION: FEES - CC. AMOUNT: 19. DESCRIPTION: INSURANCE AND TAXES. AMOUNT: 1,608. DESCRIPTION: SUPPLIES, PRINTING & POSTAGE. AMOUNT: 1,234. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 613. TOTAL TO FORM 990-EZ, LINE 16: 15,027. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: NET UNREALIZED/ REALIZED GAINS. AMOUNT: 15,242. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCRUED REVENUE. BEG. OF YEAR AMOUNT: 4,959. END OF YEAR AMOUNT: 6,486. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 62. END OF YEAR AMOUNT: 3,796. DESCRIPTION: INTERCOMPANY RECEIVABLES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 11,125. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,140. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,734. END OF YEAR AMOUNT: 1,135. DESCRIPTION: ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 716. END OF YEAR AMOUNT: 794. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 5,401. END OF YEAR AMOUNT: 34,331. DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 24,145. 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.