2025-11-13T07:25:15-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 562448850 NAILBA CHARITABLE FOUNDATION NAIL 7038841525 1400 K STREET NW 625 WASHINGTON DC 20005 MARC CADIN CEO 7038841525 2025-11-12 1 1 AARON M FOX P01365820 2022274000 2024 2025-03-06 01:10:19Z X MARC CADIN 1400 K STREET NW 625 WASHINGTON DC 20005 354801 0 X WWW.NAILBACHARITABLEFOUNDATION.ORG X 2003 VA THE MISSION OF THE NAILBA CHARITABLE FOUNDATION IS TO ENCOURAGE VOLUNTEERISM AMONG NAILBA MEMBERS AND PROVIDE GRANT FUNDS TO WORTHY CHARITABLE ORGANIZATIONS THAT SERVE TO ENHANCE THE QUALITY OF LIFE FOR THOSE IN NEED OF HELP, WITH A SPECIAL EMPHASIS ON CHILDREN. 18 18 0 18 0 0 326495 270403 0 0 7801 2198 0 -1661 334296 270940 250000 155000 0 0 0 0 0 0 0 87018 45253 337018 200253 -2722 70687 249817 249590 1588 0 248229 249590 THE MISSION OF THE NAILBA CHARITABLE FOUNDATION IS TO ENCOURAGE VOLUNTEERISM AMONG NAILBA MEMBERS AND PROVIDE GRANT FUNDS TO WORTHY CHARITABLE ORGANIZATIONS THAT SERVE TO ENHANCE THE QUALITY OF LIFE FOR THOSE IN NEED OF HELP, WITH A SPECIAL EMPHASIS ON CHILDREN. 0 0 155000 155000 GRANT FUNDS PROVIDED TO ORGANIZATIONS WITH GREAT PURPOSE AND LITTLE ECONOMIC RESOURCES THAT SERVE TO ENHANCE THE QUALITY OF LIFE FOR THOSE IN NEED OF HELP WITH A SPECIAL EMPHASIS ON CHILDREN. 155000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X JUDITH B DURHAM 7038841525 1400 K STREET NW 625 WASHINGTON DC 20005 TODD VILLENEUVE PRESIDENT, CHAIR 1.00 0.00 X X 0 0 0 CHUCK ANDERSON VICE PRESIDENT, VICE CHAIR 1.00 0.00 X X 0 0 0 ROBIN S LANDERS IMM. PAST PRESIDENT, DIRECTOR 1.00 0.00 X X 0 0 0 CHAD MILNER III NAILBA CHAIR 1.00 2.00 X X 0 0 0 DIANA GREENBERG NAILBA CHAIR-ELECT 1.00 2.00 X X 0 0 0 DARIUS BAKHTIAR NAILBA SECRETARY/TREASURER 1.00 2.00 X X 0 0 0 VICTORIA VAN DUSEN-ROOS NAILBA IMM. PAST CHAIR 1.00 2.00 X X 0 0 0 PETE CHRISOS DIRECTOR 1.00 0.00 X 0 0 0 PJ DOYLE DIRECTOR 1.00 0.00 X 0 0 0 COLLEEN HORNER DIRECTOR 1.00 0.00 X 0 0 0 STEVE HOWARD DIRECTOR 1.00 0.00 X 0 0 0 AMY KNISELEY DIRECTOR 1.00 0.00 X 0 0 0 JOHN J KUK DIRECTOR 1.00 0.00 X 0 0 0 CHRIS ORESTIS DIRECTOR 1.00 0.00 X 0 0 0 JEFF MOOERS DIRECTOR 1.00 0.00 X 0 0 0 DAVID LONG DIRECTOR 1.00 0.00 X 0 0 0 NANCY COOKE DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER STEFFL DIRECTOR 1.00 0.00 X 0 0 0 DANIEL LABERT CHIEF EXECUTIVE OFFICER 2.50 37.50 X 0 336120 34979 0 336120 34979 0 0 1 0 0 2750 267653 76300 270403 2198 2198 81950 2750 83861 -1911 -1911 OTHER INCOME 900099 250 250 250 270940 0 0 537 155000 155000 9600 9600 10695 10695 2793 2793 8059 8059 8111 8111 5995 5995 200253 155000 45253 0 77259 222785 171694 0 0 21212 864 1039 0 4554 249817 249590 1588 0 1588 0 X 248229 249590 248229 249590 249817 249590 70687 4009 -73335 0 X 0 0 0 X X 1 NAILBA 363209661 10 1 0 0 1 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE ORGANIZATION PROVIDES GRANTS TO PROGRAMS AND PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBERS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED NAILBA 43 84700 2750 81950 76300 5650 1911 84700 2750 81950 76300 5650 1911 83861 -1911 1 YOU'RE NOT ALONE 4790 CHEYENNE CT MONTICELLO MN 55632 882956501 501(C)(3) 20000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES THE WOODY FOUNDATION INC DBA THE WAY FORWARD FOUNDATION 12500 VIRTUDES STREET CORAL GABLES FL 33156 263456732 501(C)(3) 15000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES SOUTHERN ANOKA COMMUNITY ASSISTANCE (SACA) 627 38TH AVE NE COLUMBIA HEIGHTS MN 55421 411272131 501(C)(3) 7500 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES FOSTER TOGETHER MN 17694 FIELDCREST AVENUE FARMINGTON MN 55024 872734303 501(C)(3) 7250 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES BRIDGES TO BASICS 18353 HEATHCOTE LN DEEPHAVEN MN 55391 991210519 501(C)(3) 6000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES FAMILY PROMISE IN ANOKA COUNTY 363 COON RAPIDS BLVD COON RAPIDS MN 55433 271151848 501(C)(3) 6000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES RAINBOWS FOR KIDS 7221 WATERFORD DRIVE ST LOUIS MO 63123 431869420 501(C)(3) 6000 0 ASSIST PROGRAMS OR PROJECTS IN THE COMMUNITIES OF NAILBA'S MEMBER AGENCIES 7 0 PART I, LINE 2: ORGANIZATIONS RECEIVING GRANT FUNDING ARE REQUIRED TO SIGN AND SUBMIT A GRANT AGREEMENT LETTER AGREEING TO CERTAIN CONDITIONS, ONE OF WHICH IS THAT "GRANTEE MUST PROVIDE A WRITTEN REPORT AS SOON AS POSSIBLE, BUT NOT LATER THAN ONE YEAR FROM RECEIPT, DESCRIBING CONCLUSIONS, PROGRESS, AND/OR STATUS OF GRANT OBJECTIVES INCLUDING HOW FUNDS WERE EXPENDED TO ATTAIN THE OBJECTIVE." 0 0 0 0 0 0 0 0 0 DANIEL LABERT CHIEF EXECUTIVE OFFICER 0 304080 0 31500 0 540 0 8867 0 26112 0 371099 0 0 X AUCTION ITEMS 21 76300 FMV 0 0 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF CONTRIBUTED ITEMS. FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES OF THE FOUNDATION DO NOT MAKE ANY DECISIONS ABOUT THE GOVERNANCE OF THE ORGANIZATION, THEY MAKE RECOMMENDATIONS TO THE BOARD, AND THE BOARD MAKES DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION, THE COMPLETED 990 FORM WAS AVAILABLE FOR ANY BOARD MEMBER TO REVIEW UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EACH INDIVIDUAL BOARD MEMBER IS ASKED TO SIGN THE ORGANIZATION'S ANTI-TRUST AND CONFLICT OF INTEREST STATEMENT ONCE A YEAR. ADDITIONALLY, AT THE BEGINNING OF EACH MEETING (IN PERSON OR BY A CONFERENCE CALL) EACH BOARD MEMBER IS REQUIRED TO "ACKNOWLEDGE" THAT HIS OR HER AGREEMENT WITH THOSE POLICIES REMAINS IN EFFECT. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION SHARES PERSONNEL WITH FINSECA, AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. FOR THE PURPOSES OF FORM 990 REPORTING, THE COMPENSATION FOR THE CEO OF THE FOUNDATION REPORTED ON THE FORM 990, PART VII WAS PAID AS PART OF REIMBURSEMENT MANAGEMENT FEES INCLUDED ON FORM 990, PART IX, LINE 11A. FINSECA'S EXECUTIVE COMMITTEE REVIEWS THE CEO'S SALARY ANNUALLY. AS DEEMED NECESSARY BY THE EXECUTIVE COMMITTEE, COMPENSATION STUDIES MAY BE PERFORMED TO DETERMINE APPROPRIATE COMPENSATION. THE DELIBERATION AND DECISION OF THE REVIEW ARE DOCUMENTED IN THE COMMITTEE MINUTES. THE CEO DETERMINES COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 ANY TIME A REQUEST TO VIEW ANY OF THESE DOCUMENTS IS MADE, THE INDIVIDUAL MAKES AN APPOINTMENT TO VIEW THE DOCUMENTS IN NAILBA FOUNDATION OFFICE. NATIONAL ASSOCIATION OF INDEPENDENT LIFE BROKERAGE AGENCIES 1400 K STREET NW SUITE 625 WASHINGTON DC 20005 363209661 PROMOTE BUSINESS INTEREST OF INDEPENDENT LIFE BROKERAGE AGENCIES IL 501(C)(6) FINSECA 0 FINSECA 1400 K STREET NW SUITE 625 WASHINGTON DC 20005 852061667 ADVOCATE FOR THE FINANCIAL SECURITY PROFESSION DC 501(C)(6) N/A 0 FINSECA FOUNDATION 1400 K STREET NW SUITE 625 WASHINGTON DC 20005 521727202 PROVIDE RESEARCH & EDUCATION MATERIALS TO THOSE IN LIFE INSURANCE SERVICES. DC 501(C)(3) LINE 7 FINSECA 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0