2026-08-04T08:44:58-05:00 2025-12-31 421130301 WELGAARD CPAS & ADVISORS 10550 NEW YORK AVE SUITE 100 URBANDALE IA 50322 990 2025-01-01 941120047 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA NATI 8445369339 600 STATE ST STE A CEDAR FALLS IA 50613 ABY HENNEBERRY EXECUTIVE DIRECTOR 8445369339 2026-08-04 1 DARLENE M DANIELSON P01265115 5152530099 2026-08-04 2025 2025-03-06 01:10:19Z NAIFA - CALIFORNIA ABY HENNEBERRY 600 STATE ST STE A CEDAR FALLS IA 50613 432005 0 X CA.NAIFA.ORG X 2003 CA ENHANCE BUSINESS AND PROFESSIONAL SKILLS OF MEMBERS, PROMOTE THE PROFESSIONAL AND ETHICAL CONDUCT OF ADVISORS, ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT. 11 11 0 55 0 0 0 0 293585 360863 23058 31163 2677 1954 319320 393980 0 0 0 0 0 0 0 0 0 336404 451924 336404 451924 -17084 -57944 572504 551151 66014 85093 506490 466058 ENHANCE BUSINESS AND PROFESSIONAL SKILLS OF MEMBERS, PROMOTE THE PROFESSIONAL AND ETHICAL CONDUCT OF ADVISORS, ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT. 0 0 DAY ON THE HILL EVENT WHICH PROVIDES MEMBERS THE OPPORTUNITY TO MEET THEIR STATE LEGISLATORS REGARDING ISSUES RELATED TO THEIR INDUSTRY. EDUCATIONAL AND TRAINING PROGRAMS INCLUDING ANNUAL CONVENTION, WORKSHOPS AND OTHER EDUCATIONAL EVENTS. EVENTS PROVIDE MEMBERS WITH UP-TO-DATE TRADE INFORMATION, SALES TRAINING AND NETWORKING OPPORTUNITIES. 0 0 0 1 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 0 1 7 0 1 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 0 1 1 0 1 1 0 1 1 1 0 0 0 0 0 CA X NAIFA MIDWEST OFFICE 8445369339 600 STATE STREET STE A CEDAR FALLS IA 50613 X BOBBI BARBARA DIRECTOR 2.00 X 0 0 0 LOUIS GARDNER DIRECTOR 2.00 X 0 0 0 LARS WILLERUP DIRECTOR 2.00 X 0 0 0 MICHAEL ANDREW MARES PRESIDENT 4.00 X 0 0 0 DION REYES QUIOCHO TREASURER 4.00 X 0 0 0 JASON FOSTER PAST PRESIDENT 4.00 X 0 0 0 RICH COFFIN PRESIDENT ELECT 4.00 X 0 0 0 JANISE GRAHAM SECRETARY 4.00 X 0 0 0 0 0 0 0 0 0 0 MCHUGH KOEPKE & ASSOCIATES 1121 L STREET STE 103 SACRAMENTO CA 95814 LEGISLATIVE CONSULTING 105000 1 MEMBERSHIP DUES 228000 228000 SPONSORSHIPS 92600 92600 REGISTRATIONS 37993 37993 OTHER REVENUE 2270 2270 360863 19187 19187 1954 1954 50001 38025 11976 11976 11976 393980 360863 0 33117 X 97200 2000 8155 52500 57500 3459 5158 1896 31483 166008 11884 GRANTS/SCHOLARSHIPS/DON 8213 INVESTMENT FEES 3220 CREDIT CARD FEES 2396 DUES AND SUBSCRIPTIONS 500 352 451924 33185 23108 13709 10296 28848 15531 385237 383697 111525 118519 572504 551151 15279 28916 18594 16098 32141 40079 66014 85093 X 506490 466058 506490 466058 572504 551151 -57944 17512 0 X 1 X 0 1 0 0 0 0 228000 52500 52500 45360 7140 0 CSV LIFE INSURANCE 118519 118519 DUE TO VARIOUS AFFILIATES 40079 40079 X PART X, LINE 2: THE ASSOCIATION HAS EVALUATED ITS TAX POSITIONS TAKEN ON THE YEARS OPEN TO EXAMINATION (YEARS ENDED DECEMBER 31, 2023, 2024 AND 2025) 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. THERE WERE NO INCOME TAXES, PENALTIES OR INTEREST PAID FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - DAILY OPERATING ACTIVITIES INCLUDING ADMINISTRATIVE, FINANCE AND EVENT FUNCTIONS ARE DELEGATED VIA A CONTRACT WITH THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS. THE ASSOCIATION'S ACTIVITIES ARE MONITORED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - MEMBERS CONSIST OF INSURANCE AND FINANCIAL ADVISORS OPERATING OR EMPLOYED IN THE STATE OF CALIFORNIA. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERS IN ACCORDANCE WITH THE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - FORM 990 IS REVIEWED BY THE EXECTIVE DIRECTOR AND MANAGEMENT STAFF PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C VOLUNTEERS ARE PROVIDED WITH AND BRIEFED ON NAIFA-CALIFORNIA'S CONFLICT OF INTEREST POLICY AT THE ONSET OF THEIR ENGAGEMENT AND NO LESS THAN ONCE ANNUALLY. ADDITIONALLY, THERE IS A PRINTED REMINDER ON THE AGENDA AND 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 ARE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G GOVERNMENT AFFAIRS 52,500. DESIGN/ARTWORK 5,000.