2025-06-03T14:31:07-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990EZ 2024-01-01 716052266 NAIFA-ARKANSAS NAIF 5012630553 600 STATE STREET STE A CEDAR FALLS IA 50613 LISA LODEN EXECUTIVE DIRECTOR 5012630553 2025-06-03 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-06-02 2024 2025-03-06 01:10:19Z X X AR.NAIFA.ORG X X 79768 X 1969 72474 5140 185 79768 42311 39348 81659 -1891 147880 0 145989 X 201615 200139 12313 8737 213928 208876 66048 62887 147880 145989 X EMPOWER FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION. ANNUAL EDUCATIONAL PROGRAMS INCLUDING AN ANNUAL STATE CONVENTION. 0 0 NETWORKING AND SUPPORT ACTIVITIES FOR THE MEMBERSHIP. 0 0 SCOTT DORMINY PRESIDENT 2.00 0 0 0 DA HUDSON TREASURER 2.00 0 0 0 HOWARD WOODALL PRESIDENT ELECT 2.00 0 0 0 BOBBY BOWEN DIRECTOR 1.00 0 0 0 ROBERT WADDELL DIRECTOR 1.00 0 0 0 BRENDA DOTY DIRECTOR 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 5012630553 0 0 0 0 0 0 0 0 0 0 0 72474 7500 184 7684 7712 -28 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST ON INVESTMENTS. AMOUNT: 5,140. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: ROYALTIES. AMOUNT: 185. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 10,763. DESCRIPTION: ADVERTISING & PROMOTION. AMOUNT: 3,192. DESCRIPTION: TRAVEL. AMOUNT: 15,023. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 523. DESCRIPTION: CONTRIBUTION EXPENSE. AMOUNT: 7,383. DESCRIPTION: TECH MAINTENANCE. AMOUNT: 5. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 29. DESCRIPTION: INSURANCE & TAXES. AMOUNT: 1,597. DESCRIPTION: SUPPLIES, PRINTING & POSTAGE. AMOUNT: 517. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 316. TOTAL TO FORM 990-EZ, LINE 16: 39,348. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECIEVABLE. BEG. OF YEAR AMOUNT: 7,405. END OF YEAR AMOUNT: 6,010. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 4,908. END OF YEAR AMOUNT: 2,727. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 4,259. END OF YEAR AMOUNT: 2,692. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 20,833. END OF YEAR AMOUNT: 19,239. DESCRIPTION: DUE TO AFFILIATES. BEG. OF YEAR AMOUNT: 40,956. END OF YEAR AMOUNT: 40,956. FORM 990-EZ, PART V, LINE 34 RE-WORDED THE MISSION STATEMENT AND REVISED THE DEFINITION OF A MEMBER.