Nonprofit · EIN 23-0961082
NAIFA-PENNSYLVANIA
Tax-exempt · HARRISBURG, PA 17112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $160,057 | $175,968 | -$15,911 | $249,934 | $0 | $249,934 |
| December 31, 2023 | 990-EZ | $157,705 | $178,508 | -$20,803 | $265,845 | $0 | $265,845 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $137,293
- Program service revenue
- $14,969
- Investment income
- $3,359
- Net income from fundraising events
- -$790
- Other revenue
- $5,226
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,982
- Compensation of officers, directors and key employees
- $94,617
- Salaries, compensation and benefits (total)
- $117,782
- Professional fees and payments to contractors
- $11,015
- Occupancy
- $2,309
- Printing, publications and postage
- $948
- Other expenses
- $37,932
Balance sheet and other
- Total assets, start of year
- $265,845
- Total assets, end of year
- $249,934
- Total liabilities, end of year
- $0
- Net assets, end of year
- $249,934
- Cash, savings and investments
- $249,934
- Gross receipts
- $176,622
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jan Hartman | Executive Vice President | 37.5 | $94,617 | $15,171 |
| Sherrie Coburn | President elect | 2 | $0 | $0 |
| Tracy Russo-Keesey | immediate Past President | 2 | $0 | $0 |
| Paul Valerio | President | 2 | $0 | $0 |
| Joe Marrazzo | Treasurer | 2 | $0 | $0 |
| Mike Berardi | Board Director | 1 | $0 | $0 |
| Lisa Bickmore | Board Director | 1 | $0 | $0 |
| Harris Kivitz | Board Director | 1 | $0 | $0 |
| Jim Boyd | Board Director | 1 | $0 | $0 |
| Brad Small | Board Director | 1 | $0 | $0 |
| Bronwyn Martin | Secretary/Program Cahir | 2 | $0 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jan Hartman | Executive Vice President | 37.5 | $94,617 | $16,495 |
| Sherrie Coburn | Secretary | 2 | $0 | $0 |
| Tracy Russo-Keesey | President | 2 | $0 | $0 |
| Paul Valerio | President elect | 2 | $0 | $0 |
| Joe Marrazzo | Treasurer | 2 | $0 | $0 |
| Carina Hatfield | Immediate Past President | 2 | $0 | $0 |
| Mike Berardi | Board Director | 1 | $0 | $0 |
| Lisa Bickmore | Board Director | 1 | $0 | $0 |
| Harris Kivitz | Board Director | 1 | $0 | $0 |
| Jim Boyd | Board Director | 1 | $0 | $0 |
| Patricia May | Board Director | 1 | $0 | $0 |
| Christine Musuneggi | National Committee person | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6059 ALLENTOWN BLVD 310, HARRISBURG, PA 17112-2672
- Signed the 990-EZ
- Jan Hartman, Executive Vice President
- Phone
- (855) 714-5757
- Website
- www.naifa-pa.org
- Return prepared by
- Charles E Bussard CPA
Mission
The Mission of the National Association of Insurance and Financial Advisors (NAIFA) is to advocate for a positive legislative and regulatory environment, enhance business and member professional skills, and promote the ethical conduct of members.
Program accomplishments
- Enhance the business and professional environment for the members who are in the practice of providing life, health and multi-line insurance and related services and products to their clients and community.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-0961082
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1946
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $249,934
- Income (IRS master file)
- $176,622
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $160,057 | $175,968 | $249,934 | XML |
| 990-EZ | December 2023 | $157,705 | $178,508 | $265,845 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-0961082).
Questions about NAIFA-PENNSYLVANIA
- What is the EIN of NAIFA-PENNSYLVANIA?
- The employer identification number (EIN) of NAIFA-PENNSYLVANIA is 23-0961082.
- Is NAIFA-PENNSYLVANIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1946.
- Are donations to NAIFA-PENNSYLVANIA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NAIFA-PENNSYLVANIA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NAIFA-PENNSYLVANIA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAIFA-PENNSYLVANIA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of NAIFA-PENNSYLVANIA?
- The 990-EZ for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $94,617 (Jan Hartman, Executive Vice President).
- How much revenue does NAIFA-PENNSYLVANIA have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $160,057, expenses of $175,968 and total assets of $249,934 at year end.
Other nonprofits in HARRISBURG
- PENNSYLVANIA EMPLOYEES BENEFIT EIN 52-1588740 · last filed 990 for 2025
- COMMONWEALTH CHARTER ACADEMY CHARTER SCHOOL EIN 74-3068519 · last filed 990 for 2025
- PENNSYLVANIA STATE EMPLOYEES CREDIT UNION EIN 23-0961140 · last filed 990-N for 2025
- CAPITAL AREA BEHAVIORAL HEALTH COLLABORATIVE INC EIN 25-1843566 · last filed 990 for 2025
- KEYSTONE SERVICE SYSTEMS INC EIN 23-1915567 · last filed 990 for 2025
- CENTRAL PENNSYLVANIA FOOD BANK EIN 23-2202250 · last filed 990 for 2025
- YOUTH ADVOCATE PROGRAMS INC EIN 23-1977514 · last filed 990 for 2025
- GOODWILL KEYSTONE AREA EIN 23-1365338 · last filed 990 for 2025