Nonprofit · EIN 23-7293056
NAIFA-UTAH
Tax-exempt · BOUNTIFUL, UT 84010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $58,731 | $81,747 | -$23,016 | $107,140 | $0 | $107,140 |
| June 30, 2025 | 990-EZ | $57,650 | $81,410 | -$23,760 | $130,156 | $0 | $130,156 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $55,575
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $3,156
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $20,075
- Other expenses
- $61,672
Balance sheet and other
- Total assets, start of year
- $130,156
- Total assets, end of year
- $107,140
- Total liabilities, end of year
- $0
- Net assets, end of year
- $107,140
- Cash, savings and investments
- $107,140
- Gross receipts
- $58,731
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK ANDERSON | SECRETARY | 10 | $0 |
| C SCOTT JOHNSON | VICE PRESIDENT | 10 | $0 |
| BRIAN BARRY ELLIS | PRESIDENT | 10 | $0 |
| SHERRY JOHNSON | EXECUTIVE SECRETARY | 10 | $0 |
990-EZ for the year ended June 30, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK ANDERSON | SECRETARY | 10 | $0 |
| C SCOTT JOHNSON | VICE PRESIDENT | 10 | $0 |
| BRIAN BARRY ELLIS | PRESIDENT | 10 | $0 |
| SHERRY JOHNSON | EXECUTIVE SECRETARY | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 533 W 2600 S, BOUNTIFUL, UT 84010-7714
- In care of
- % MIKE STEVENS
- Mailing address (990-N for 2019)
- 533 W 2600 S STE 155, Bountiful UT 840107744
- Principal officer (990-N for 2019)
- Scott Johnson, 533 W 2600 S, STE 135, Bountiful UT 840107744
- Signed the 990-EZ
- SCOTT JOHNSON, VICE PRESIDENT
- Phone
- (801) 296-2000
- Return prepared by
- WILLIAM S COOLEY CPA PC
Mission
The mission of the National Association of Insurance nd Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
Program accomplishments
- N/A
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7293056
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1973
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $107,140
- Income (IRS master file)
- $58,731
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | – | – | – | IRS |
| 990-EZ | June 2025 | – | – | – | IRS |
| 990-EZ | June 2024 | $63,098 | $51,859 | $153,916 | IRS |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-N for 2019 Officer: Scott Johnson | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about NAIFA-UTAH
- What is the EIN of NAIFA-UTAH?
- The employer identification number (EIN) of NAIFA-UTAH is 23-7293056.
- Is NAIFA-UTAH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1973.
- Are donations to NAIFA-UTAH tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NAIFA-UTAH 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-UTAH due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAIFA-UTAH last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who is the principal officer of NAIFA-UTAH?
- The 990-N for 2019 names Scott Johnson.
- Who are the officers and directors of NAIFA-UTAH?
- The 990-EZ for the year ended June 30, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does NAIFA-UTAH have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $58,731, expenses of $81,747 and total assets of $107,140 at year end.
Other nonprofits in BOUNTIFUL
- FUTURES THROUGH CHOICES INC EIN 87-0542446 · last filed 990 for 2025
- BOUNTIFUL COMMUNITY FOOD PANTRY EIN 84-1628459 · last filed 990 for 2025
- STAND WITH UKRAINE EIN 88-0982973 · last filed 990 for 2024
- FOREVER YOUNG FOUNDATION EIN 87-0509354 · last filed 990 for 2024
- STELLA H OAKS CHARITABLE FOUNDATION EIN 82-1605519 · last filed 990 for 2024
- TECH-MOMS EIN 86-3417178 · last filed 990 for 2025
- UPHCA APPRENTICESHIP ACADEMY EIN 92-1232885 · last filed 990 for 2025
- BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA EIN 23-7130211 · last filed 990 for 2026