Nonprofit · EIN 37-0345280
NAIFA ILLINOIS
Tax-exempt · SPRINGFIELD, IL 62791
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $236,852 | $222,513 | $14,339 | $498,584 | $27,875 | $470,709 |
| December 31, 2023 | 990 | $221,825 | $217,283 | $4,542 | $479,983 | $23,613 | $456,370 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $179,586
- Membership dues
- $179,586
- Program service revenue
- $36,897
- Investment income
- $19,580
- Other revenue
- $789
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $13,850
Balance sheet and other
- Total assets, start of year
- $479,983
- Total assets, end of year
- $498,584
- Total liabilities, end of year
- $27,875
- Net assets, end of year
- $470,709
- Net assets without donor restrictions
- $470,709
- Gross receipts
- $236,852
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1946
- State of legal domicile
- IL
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Eric Essex | President Trustee or director, Officer | 1 | $0 |
| David Kikoen | President Elect Trustee or director, Officer | 1 | $0 |
| Kyler Spencer | Secretary/Treasurer Trustee or director, Officer | 1 | $0 |
| Dennis Dean | Immediate Past President Trustee or director | 1 | $0 |
| Laurie Adams | Senior Counsel Trustee or director | 1 | $0 |
| Pierre Pajak | Liaison to NAIFA Chicagola Trustee or director | 1 | $0 |
| Lisa Bickus | IFAPAC/ GR Director Trustee or director | 1 | $0 |
| Thao Huynh | APIC/GR Director/Diversity Trustee or director | 1 | $0 |
| Gabriella Reyna | Membership/Marketing Direc Trustee or director | 1 | $0 |
| Robert Burd | Membership/Marketing Direc Trustee or director | 1 | $0 |
| Ray Shimizu | Professional Dev. & Progra Trustee or director | 1 | $0 |
| Santiago Rodriguez | Professional Dev. & Progra Trustee or director | 1 | $0 |
| Sara Decatoire | Executive Director Officer | 40 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dennis Dean | President Trustee or director, Officer | 1 | $0 |
| Eric Essex | President Elect Trustee or director, Officer | 1 | $0 |
| David Kikoen | Secretary/Treasurer Trustee or director, Officer | 1 | $0 |
| Tim Foley | Immediate Past President Trustee or director | 1 | $0 |
| Laurie Adams | Senior Counsel Trustee or director | 1 | $0 |
| Pierre Pajak | Liaison to NAIFA Chicagoland Trustee or director | 1 | $0 |
| Lisa Bickus | IFAPAC/ GR Director Trustee or director | 1 | $0 |
| Thao Huynh | APIC/GR Director/Diversity Trustee or director | 1 | $0 |
| Dennis Gorski | Membership/Marketing Direc Trustee or director | 1 | $0 |
| Robert Burd | Membership/Marketing Direc Trustee or director | 1 | $0 |
| Ray Shimizu | Professional Dev. & Progra Trustee or director | 1 | $0 |
| Kyler Spencer | Professional Dev. & Progra Trustee or director | 1 | $0 |
| Sara Decatoire | Executive Director Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 13365, SPRINGFIELD, IL 62791-3365
- Principal officer (990 for 2024)
- Sara Decatoire, PO Box 13365, Springfield, IL 627913365
- Signed the 990
- Sara Decatoire, Executive Director
- Phone
- (217) 529-0126
- Website
- www.NAIFA-IL.com
- Return prepared by
- ECK SCHAFER & PUNKE LLP
Mission
To advocate legislative awareness and involvement, facilitate professional growth, and provide leadership development opportunities to licensed providers of financial products and services.
Program accomplishments
- Expenses related to the education and professional development of the Association's members.Expenses $175,230 · revenue $37,686
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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 37-0345280
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1954
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $498,584
- Income (IRS master file)
- $236,852
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $236,852 | $222,513 | $498,584 | XML |
| 990 | December 2023 | $221,825 | $217,283 | $479,983 | XML |
| 990 | December 2022 | $241,163 | $208,647 | $482,755 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | June 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 37-0345280).
Questions about NAIFA ILLINOIS
- What is the EIN of NAIFA ILLINOIS?
- The employer identification number (EIN) of NAIFA ILLINOIS is 37-0345280.
- Is NAIFA ILLINOIS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1954.
- Are donations to NAIFA ILLINOIS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NAIFA ILLINOIS 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 ILLINOIS 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 ILLINOIS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NAIFA ILLINOIS?
- The 990 for the year ended December 31, 2024 names Sara Decatoire.
- Who are the officers and directors of NAIFA ILLINOIS?
- The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does NAIFA ILLINOIS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $236,852, expenses of $222,513 and total assets of $498,584 at year end.
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