2026-01-31T12:14:52-08:00 2024-12-31 201490476 Major & Mastro LLC 3327 Roxbury Road Hatfield PA 19440 990 2024-01-01 230968120 PHILA ASSOC OF LIFE UNDERWRITERS PHIL 7175991003 6059 Allentown Blvd Harrisburg PA 17109 Jan Hartman Executive Director 7175991003 2026-01-31 true true Linda Major CPA P00071137 2158222350 2026-01-31 2024 2025-03-06 01:10:19Z X X NAT'L ASSOC OF INSURFIN ADVISERS Jan Hartman 6059 Allentown Blvd Harrisburg PA 17109 30318 false X www.naifa-gp.org X 1887 PA To provide Educational and Professional Development services to insurance and financial advisors 258 258 0 10 0 0 31600 28480 2738 1838 78 0 0 34416 30318 0 0 0 0 0 37497 38390 37497 38390 -3081 -8072 97323 0 0 97323 0 To provide Educational and Professional Development services to insurance and financial advisors false false 9660 National and local educational conferences, periodic meetings(2-3 per year) with recognized speakers, etc. 9660 false false false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false true 0 0 false 0 false false false false false false false false false false X 258 258 true false false false false false false true true false false false false false false false false false X Jan Hartman 7175991003 6059 Allentown Blvd Suite 310 Harrisburg PA 17109 X Michael Knipe President 3.00 X 0 0 0 Robert Fink Treasurer 1.00 X 0 0 0 Lyla McCurdy Immediate Past President 1.00 X 0 0 0 James Boyd Secretary 1.00 X 0 0 0 Harris Kivitz National Committeeman 1.00 X 0 0 0 Michael Berardi Board of Directors 1.00 X 0 0 0 Andrew Junikiewicz Board of Directors 1.00 X 0 0 0 David Barrist Board of Directors 1.00 X 0 0 0 false false false 28480 28480 PROGRAM SERVICE REVENUE 524298 1838 0 0 1838 30318 1838 0 0 19000 0 19000 0 500 0 500 0 3642 0 3642 0 9634 9634 0 0 26 26 0 0 565 0 565 0 Postage 200 0 200 0 Telephone 297 0 297 0 4526 0 4526 0 38390 9660 28730 0 19043 0 78254 0 528 528 26 0 97323 0 0 0 X 97323 0 97323 0 97323 0 X -8072 -89251 X false false false false true false 528 0 528 0 0 Cash 2025-07-25 89412 Cash in bank 230961082 NAIFA-Pennsylvania 6059 Allentown Blvd Ste 310 Harrisburg PA 17109 501c6 true true false false true false true false Part I, Line 2e James Boyd, Director NAIFA-PA Part I, Line 2e Harris Kivitz, Director NAIFA-PA Part I, Line 2e Michael Berardi,Director NAIFA-PA Part I, Line 2e Tara Reber, managing programs and member outreach Pt VI, Line 11b The Form 990 is reviewed by the Treasurer prior to filing Pt VI, Line 19 Available upon request Pt VI, Line 2 There are business relationships that exist among some of the board members Pt XI Local Chapter merged with state association 1/1/25 Form 990, Part IX, Line 24e Board Expense 4526. 4526.