Nonprofit · EIN 35-1892605
THE INDIANA FINANCIAL SERVICES FOUNDATION FOR EDUCATION 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 | $0 | $406 | -$406 | $13,535 | $38 | $13,497 |
| December 31, 2024 | 990-EZ | $0 | $757 | -$757 | $13,903 | $0 | $13,903 |
| December 31, 2023 | 990-EZ | $10,628 | $931 | $9,697 | $14,660 | $0 | $14,660 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
Expenses
- Grants and similar amounts paid
- $345
- Compensation of officers, directors and key employees
- $0
- Printing, publications and postage
- $39
- Other expenses
- $22
Balance sheet and other
- Total assets, start of year
- $13,903
- Total assets, end of year
- $13,535
- Total liabilities, end of year
- $38
- Net assets, end of year
- $13,497
- Cash, savings and investments
- $13,535
- Gross receipts
- $0
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 |
|---|---|---|---|
| NANCY COOPER | DIRECTOR | 1 | $0 |
| DAVID WELSHEIMER | DIRECTOR | 1 | $0 |
| SUSAN WIER | DIRECTOR | 1 | $0 |
| KEVIN BELL | DIRECTOR | 1 | $0 |
| SANDY GREY | EXECUTIVE DIRECTOR | 1 | $0 |
| THOMAS GEARHART | CHAIRMAN | 1 | $0 |
990-EZ for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas R Gearhart | Chairman | 1 | $0 |
| David Welsheimer | Director | 1 | $0 |
| Susan Wier | Director | 1 | $0 |
| Kevin Bell | Ex Officio | 1 | $0 |
| Sandy Gray | Executive Director | 1 | $0 |
990-EZ for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas R Gearhart | Chairman | 1 | $0 |
| David Welsheimer | Director | 1 | $0 |
| Susan Wier | Director | 1 | $0 |
| Kevin Bell | Ex Officio | 1 | $0 |
| Sandy Gray | Executive Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 600 STATE ST STE A, CEDAR FALLS, IA 50613-3371
- In care of
- % NATHAN EDWARD LEHMAN
- Signed the 990-EZ
- NATE LEHMAN, EXECUTIVE DIRECTOR
- Phone
- (703) 770-8403
- Return prepared by
- WELGAARD CPAS & ADVISORS
Mission
EDUCATION TO PEOPLE IN THE INSURANCE INDUSTRY
Program accomplishments
- PROVIDING FOR EDUCATION COURSES BY INDIANA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS TO PEOPLE INVOLVED IN THE INSURANCE INDUSTRY
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 35-1892605
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T129)
- Assets (IRS master file)
- $13,535
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $0 | $406 | $13,535 | IRS |
| 990-EZ | December 2024 | $0 | $757 | $13,903 | XML |
| 990-EZ | December 2023 | $10,628 | $931 | $14,660 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | 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 35-1892605).
Questions about THE INDIANA FINANCIAL SERVICES FOUNDATION FOR EDUCATION INC
- What is the EIN of THE INDIANA FINANCIAL SERVICES FOUNDATION FOR EDUCATION INC?
- The employer identification number (EIN) of THE INDIANA FINANCIAL SERVICES FOUNDATION FOR EDUCATION INC is 35-1892605.
- Is THE INDIANA FINANCIAL SERVICES FOUNDATION FOR EDUCATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to THE INDIANA FINANCIAL SERVICES FOUNDATION FOR EDUCATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE INDIANA FINANCIAL SERVICES FOUNDATION FOR EDUCATION INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of THE INDIANA FINANCIAL SERVICES FOUNDATION FOR EDUCATION 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 THE INDIANA FINANCIAL SERVICES FOUNDATION FOR EDUCATION 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 are the officers and directors of THE INDIANA FINANCIAL SERVICES FOUNDATION FOR EDUCATION INC?
- The 990-EZ for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does THE INDIANA FINANCIAL SERVICES FOUNDATION FOR EDUCATION INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $0, expenses of $406 and total assets of $13,535 at year end.
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