2025-06-02T13:30:12-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990EZ 2024-01-01 620728939 NAIFA - TENNESSEE NAIF 6159046013 600 STATE STREET STE A CEDAR FALLS IA 50613 LISA LODEN EXECUTIVE DIRECTOR 6159046013 2025-06-02 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-06-02 2024 2025-03-06 01:10:19Z X X TN.NAIFA.ORG X X 120999 X 28721 91018 808 452 120999 63536 517 31577 95630 25369 197811 10549 233729 X 311154 340417 19075 23244 330229 363661 132418 129932 197811 233729 X EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION. ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE PROFESSION AND ETHICAL CONDUCT OF ADVISORS. 0 0 ALEXIS GOINES SECRETARY 2.00 0 0 0 PEGGY SMITH DIRECTOR 1.00 0 0 0 MATT BENSON DIRECTOR 1.00 0 0 0 CHALMERS VALENTINE DIRECTOR 1.00 0 0 0 REBECCA SCHULTER PRESIDENT 2.00 0 0 0 JOE EASLEY PRESIDENT ELECT 2.00 0 0 0 BRIAN BARRACH TREASURER 2.00 0 0 0 SCOTT FLOWERS PAST PRESIDENT 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 7037708403 0 0 0 0 0 0 0 0 0 0 0 91018 7092 -7092 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 808. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: ROYALTIES. AMOUNT: 452. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETING EXPENSE. AMOUNT: 20,559. DESCRIPTION: ADVERTISING. AMOUNT: 1,134. DESCRIPTION: TRAVEL. AMOUNT: 4,449. DESCRIPTION: DUES & SUBS. AMOUNT: 536. DESCRIPTION: CONTRIBUTION EXPENSE. AMOUNT: 3,208. DESCRIPTION: TECH FEES. AMOUNT: 3. DESCRIPTION: CC FEES. AMOUNT: 324. DESCRIPTION: INSURANCE. AMOUNT: 1,027. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 337. TOTAL TO FORM 990-EZ, LINE 16: 31,577. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED/REALIZED GAINS. AMOUNT: 10,549. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,850. END OF YEAR AMOUNT: 10,000. DESCRIPTION: ACCRUED REVENUE. BEG. OF YEAR AMOUNT: 13,138. END OF YEAR AMOUNT: 13,208. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 72. END OF YEAR AMOUNT: 36. DESCRIPTION: INTERCOMPANY RECEIVABLE. BEG. OF YEAR AMOUNT: 15. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,127. END OF YEAR AMOUNT: 500. DESCRIPTION: ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 997. END OF YEAR AMOUNT: 1,022. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 30,662. END OF YEAR AMOUNT: 26,476. DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 99,440. END OF YEAR AMOUNT: 101,934. 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.