Nonprofit · EIN 35-0802761
NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-INDIANA INC
Tax-exempt · CEDAR FALLS, IA 50613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $151,090 | $153,668 | -$2,578 | $209,070 | $55,432 | $153,638 |
| December 31, 2024 | 990 | $147,135 | $192,072 | -$44,937 | $223,083 | $27,230 | $195,853 |
| December 31, 2023 | 990 | $172,763 | $230,509 | -$57,746 | $232,484 | $12,764 | $219,720 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $70
- Membership dues
- $69,833
- Program service revenue
- $23,525
- Other revenue
- $57,662
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $88,423
- Professional fees and payments to contractors
- $39,162
- Occupancy
- $1,936
- Printing, publications and postage
- $320
- Other expenses
- $23,827
Balance sheet and other
- Total assets, start of year
- $223,083
- Total assets, end of year
- $209,070
- Total liabilities, end of year
- $55,432
- Net assets, end of year
- $153,638
- Cash, savings and investments
- $190,003
- Gross receipts
- $151,090
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRIE KRAMER | DIRECTOR | 1 | $0 |
| ZARY LETE | DIRECTOR | 1 | $0 |
| T RAY FILLIPS | DIRECTOR | 1 | $0 |
| JORDAN FIELDS | DIRECTOR | 1 | $0 |
| AUGUST HARDEE | DIRECTOR | 1 | $0 |
| JOSHUA HERRINGTON-VICKERS | DIRECTOR | 1 | $0 |
| CHRISTOPHER BARNTHOUSE | DIRECTOR | 1 | $0 |
| JOE CERDA | DIRECTOR | 1 | $0 |
| TYLER ENGELHAUPT | DIRECTOR | 1 | $0 |
| THOMAS R GEARHART | DIRECTOR | 1 | $0 |
| JEREMY STACKHOUSE | PRESIDENT | 2 | $0 |
| BRAD WETHINGTON | SECRETARY/TREASURER | 2 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDY GRAY | EXECUTIVE DIRECTOR Officer | 40 | $57,783 |
| JEREMY STACKHOUSE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| KYLE CYR | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 |
| ZARY LETE | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| DANIEL STALLINGS | PAST-PRESIDENT Trustee or director, Officer | 1 | $0 |
| CHRISTOPHER BARNTHOUSE | DIRECTOR Trustee or director | 1 | $0 |
| CONNIE MARCUM | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS R GEARHART | DIRECTOR Trustee or director | 1 | $0 |
| PENNY GRUENER | DIRECTOR Trustee or director | 1 | $0 |
| SHERRIE KRAMER | DIRECTOR Trustee or director | 1 | $0 |
| BRAD WETHINGTON | DIRECTOR Trustee or director | 1 | $0 |
| AUGUST HARDEE | DIRECTOR Trustee or director | 1 | $0 |
| JOE CERDA | DIRECTOR Trustee or director | 1 | $0 |
| MALLIE REEDER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDY GRAY | EXECUTIVE DIRECTOR Officer | 40 | $57,783 |
| DANIEL STALLINGS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JEREMY STACKHOUSE | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 |
| ZARY LETE | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| KYLE CYR | NATIONAL COMMITTEEMAN Trustee or director, Officer | 1 | $0 |
| JOE CERDA | PAST-PRESIDENT Trustee or director, Officer | 1 | $0 |
| CONNIE MARCUM | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER BARNTHOUSE | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS R GEARHART | DIRECTOR Trustee or director | 1 | $0 |
| PENNY GRUENER | DIRECTOR Trustee or director | 1 | $0 |
| JASON SMITH | DIRECTOR Trustee or director | 1 | $0 |
| AUGUST HARDEE | DIRECTOR Trustee or director | 1 | $0 |
| MALLIE REEDER | DIRECTOR Trustee or director | 1 | $0 |
| KENT BURROWS | DIRECTOR Trustee or director | 1 | $0 |
| CYNTHIA KERSTIENS | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 600 STATE ST STE A, CEDAR FALLS, IA 50613-3371
- In care of
- % DANIEL DITOLA
- Mailing address (990-N for 2008)
- 8950 Patterson, St John IN 46373
- Principal officer (990-N for 2008)
- Daniel P DiTola, 8950 Patterson, St John IN 46373
- Signed the 990-EZ
- NATE LEHMAN, EXECUTIVE DIRECTOR
- Phone
- (703) 770-8403
- Website
- WWW.NAIFA-INDIANA.ORG
- Return prepared by
- WELGAARD CPAS & ADVISORS
Mission
EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION.
Program accomplishments
- MONTHLY VIDEO NEWSLETTER. EMAILED TO ENTIRE MEMBERSHIP.
- CONVENTIONS AND MEETINGS. ANNUAL SALES SEMINAR - AVAILABLE TO ALL MEMBERS. ANNUAL LEADERSHIP CONFERENCE. NATIONAL CONVENTION. ALL MEMBERS OF NAIFA-INDIANA ARE VOTING DELEGATES AT THE ANNUAL MEETING.
- PUBLIC SERVICE PROJECT. AT LEAST ONE PUBLIC SERVICE PROJECT EACH YEAR. ALL NAIFA-INDIANA MEMBERS ARE ENCOURAGED TO PARTICIPATE.
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 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-0802761
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1936
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $209,070
- Income (IRS master file)
- $151,090
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $151,090 | $153,668 | $209,070 | IRS |
| 990 | December 2024 | $147,135 | $192,072 | $223,083 | IRS |
| 990 | December 2023 | $172,763 | $230,509 | $232,484 | XML |
| 990 | December 2022 | $156,079 | $218,053 | $268,373 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: Daniel P DiTola | June 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 35-0802761).
Questions about NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-INDIANA INC
- What is the EIN of NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-INDIANA INC?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-INDIANA INC is 35-0802761.
- Is NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-INDIANA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1936.
- Are donations to NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-INDIANA INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-INDIANA INC 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 NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-INDIANA INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-INDIANA INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-INDIANA INC?
- The 990-N for 2008 names Daniel P DiTola.
- Who are the officers and directors of NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-INDIANA INC?
- The 990-EZ for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-INDIANA INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $151,090, expenses of $153,668 and total assets of $209,070 at year end.
Other nonprofits in CEDAR FALLS
- SARTORI MEMORIAL HOSPITAL INC EIN 42-0758901 · last filed 990 for 2025
- WESTERN HOME SERVICES INC EIN 45-5139878 · last filed 990 for 2024
- COMMUNITY FOUNDATION OF NORTHEAST IOWA EIN 42-6060414 · last filed 990 for 2025
- UNIVERSITY OF NORTHERN IOWA FOUNDATION EIN 42-6058591 · last filed 990 for 2025
- MARTIN HEALTH CENTER INC EIN 42-0680487 · last filed 990 for 2024
- WESTERN HOME SERVICES INC EIN 27-2825987 · last filed 990 for 2024
- CEDAR FALLS LUTHERAN HOME EIN 42-0794364 · last filed 990 for 2024
- MICHAEL L PETERSON FOUNDATION EIN 88-2856860 · last filed 990-PF for 2025