2025-08-21T07:55:20-05:00 2024-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990 2024-01-01 853681005 NAIFA - NEW YORK INC NAIF 5183208444 600 STATE STREET STE A CEDAR FALLS IA 50613 JENNIFER MAUER EXECUTIVE DIRECTOR 5183208444 2025-08-21 1 0 DARLENE M DANIELSON P01265115 5152530099 2025-08-20 2024 2025-03-06 01:10:19Z 280867 0 X NY.NAIFA.ORG X 2020 EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION. 7 7 0 25 0 0 0 0 273762 270821 1964 10036 23 10 275749 280867 0 0 0 0 0 0 0 0 0 259399 253342 259399 253342 16350 27525 367716 367037 203585 175381 164131 191656 PROMOTING THE HIGHER BUSINESS STANDARDS, ETHICS, EDUCATION OF THE PROFESSION, AS WELL AS THE ENLIGHTENMENT AND ENGAGEMENT OF THE PUBLIC ON THE BENEFITS OF ENGAGEMENT WITH THE INSURANCE AND FINANCIAL SERVICES INDUSTRY IN THE STATE OF NEW YORK 0 0 EDUCATIONAL AND PROFESSIONAL DEVELOPMENT PROGRAMMING TO ENHANCE THE BUSINESS AND PROFESSIONAL SKILLS OF THE MEMBERS. PROGRAMS INCLUDE INDIVIDUAL LEADERSHIP SKILLS, MANAGEMENT SKILLS, AND AN ANNUAL CONFERENCE. ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT FOR MEMBERS. 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 7 7 0 1 1 0 1 1 0 1 0 0 0 0 1 1 1 1 0 0 0 0 X NAIFA MIDWEST OFFICE 5183208444 600 STATE STREET STE A CEDAR FALLS IA 50613 X GARY CAPPON PAST PRESIDENT 4.00 X X 0 0 0 VINNY DALLO PRESIDENT 4.00 X X 0 0 0 PAUL SCIACCA PRESIDENT ELECT 4.00 X X 0 0 0 NEIL HIMMELSTEIN DIRECTOR 2.00 X 0 0 0 THOMAS PALMERI SECRETARY/TREAS 4.00 X X 0 0 0 DAVID PERROTTO DIRECTOR 2.00 X 0 0 0 NICHOLAS LIMONGELLI DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 NAIFA MIDWEST OFFICE 600 STATE STREET STE A CEDAR FALLS IA 50613 MANAGEMENT, ACCTG 102916 1 MEMBERSHIP DUES 249206 249206 SPONSORSHIPS 17800 17800 REGISTRATIONS 2615 2615 PAC ADMIN SERVICE FEES 1200 1200 270821 10036 10036 10 10 280867 270821 0 10046 X 102916 8396 36000 36000 4589 3375 22981 29340 356 GRANTS/SCHOLARSHIPS/DON 8331 DUES AND SUBSCRIPTIONS 600 CREDIT CARD FEES 450 TECH FEES 8 253342 115329 139861 201964 212000 44423 7437 6000 7739 367716 367037 14057 14188 51497 23162 138031 138031 203585 175381 X 164131 191656 164131 191656 367716 367037 27525 0 X 0 1 X 1 0 0 0 0 249206 36000 5300 41300 42150 -850 0 DUE TO AFFILIATE 138031 138031 X 280867 0 280867 0 280867 253342 0 253342 0 253342 PART X, LINE 2: THE ASSOCIATION HAS EVALUATED ITS TAX POSITIONS TAKEN ON THE YEARS OPEN TO EXAMINATION (YEARS ENDED DECEMBER 31, 2022, 2023. AND 2024) AND HAS DETERMINED THAT THERE IS NO SIGNIFICANT UNCERTAINTY REGARDING THE TAX POSITIONS TAKEN. IF THE ASSOCIATION HAD DETERMINED A LIABILITY WAS NECESSARY, ANY TAX AND RELATED PENALTIES AND INTEREST WOULD BE CHARGED TO OPERATIONS. FORM 990, PART VI, SECTION A, LINE 3 DAILY OPERATING ACTIVITIES INCLUDING ADMINISTRATIVE, FINANCE AND EVENT FUNCTION ARE DELEGATED VIA A CONTRACT WITH AN INDPENDENT THIRD PARTY FIRM. THE MANAGEMENT FIRM'S ACTIVITIES ARE MONITORED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 4 RE-WORDED THE MISSION STATEMENT AND REVISED THE DEFINITION OF A MEMBER. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS CONSIST OF INSURANCE AND FINANCIAL ADVISORS, ATTORNEYS, ACCOUNTANTS, BANK AND TRUST OFFICERS AND PHILANTHROPIC ADVISORS OPERATING OR EMPLOYED IN THE STATE OF NEW YORK. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATIONS ELECT THE ORGANIZATION'S BOARD OF DIRECTORS FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES CAN ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND MANAGEMENT STAFF PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C VOLUNTEERS ARE PROVIDED WITH AND BRIEFED ON NAIFA - NEW YORK'S CONFLICT OF INTEREST POLICY AT THE ONSET OF THEIR ENGAGEMENT AND NO LESS THAN ONCE ANNUALLY. ADDITIONALLY, THE POLICY IS CONTAINED IN EVERY BOARD MEETING PACKET AND THERE IS A VERBAL REMINDER AT THE BEGINNING OF EACH MEETING. STAFF ALSO MONITORS ACTIVITIES FOR ANY POTENTIAL CONFLICTS AND BRINGS THEM TO THE ATTENTION OF THE PRESIDENT AND BOARD SHOULD THAT BECOME NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G GOVERNMENT AFFAIRS 36,000.