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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 39-0967153

NAIFA-WISCONSIN INC

Also known as NAIFA WISCONSIN

Tax-exempt · CEDAR FALLS, IA 50613

Financials

$115K$112K2023$97K$114K2024$82K$103K2025
Revenue Expenses · by fiscal year end
Financials of NAIFA-WISCONSIN INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$82,020$103,120-$21,100$18,823$35,439-$16,616
December 31, 2024990-EZ$96,896$113,780-$16,884$29,285$24,801$4,484
December 31, 2023990-EZ$114,825$112,363$2,462$45,608$24,240$21,368
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$608
Membership dues
$65,840
Program service revenue
$14,855
Other revenue
$717

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$89,200
Printing, publications and postage
$36
Other expenses
$13,884

Balance sheet and other

Total assets, start of year
$29,285
Total assets, end of year
$18,823
Total liabilities, end of year
$35,439
Net assets, end of year
-$16,616
Cash, savings and investments
$4,620
Gross receipts
$82,020

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.

NameTitleHours / weekCompensation
CHRIS HENDERSONPAST PRESIDENT2$0
RICHARD BALCHPRESIDENT2$0
BEN BORCHARDTPRESIDENT ELECT2$0
SHAYNE FICKLINGDIRECTOR1$0
REBECCA GONZALEZDIRECTOR1$0
JAY BOUSKADIRECTOR1$0
NICHOLAS NATZKEDIRECTOR1$0
990-EZ for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
CHRIS HENDERSONPRESIDENT2$0
RICHARD BALCHPRESIDENT ELECT2$0
HEATHER LINDSLEYPAST PRESIDENT2$0
BEN BORCHARDTSEC/TREASURER2$0
SHAYNE FICKLINGDIRECTOR1$0
REBECCA GONZALEZDIRECTOR1$0
MARK MILLERVP-ADVOCACY1$0
BRENDON DEROUINVP-PROGRAMS1$0
990-EZ for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
RICHARD BALCHSEC/TREASURER2$0
SHANE FICKLINGVice President1$0
PATRICK MONGINVP- MEMBERSHIP1$0
HEATHER LINDSLEYPresident2$0
MARK MILLERVP- ADVOCACY1$0
CHRIS HENDERSONPRES ELECT1$0
REBECCA GONZALEZVice President1$0
BRENDON DEROUINPAST PRESIDENT2$0

Address and contacts

Address (IRS master file)
607 STATE ST STE A A, CEDAR FALLS, IA 50613-0000
In care of
% LYNDA PATTERSON
Signed the 990-EZ
JULIE PHILLIPS, EXECUTIVE DIRECTOR
Phone
(608) 455-6674
Return prepared by
WELGAARD CPAS & ADVISORS

Mission

EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • CONDUCT ANNUAL SALES CONVENTION PROVIDING EDUCATIONAL CREDITS REQUIRED BY MEMBERS TO MEET PROFESSIONAL LICENSING REQUIREMENTS.
  • CONTINUING EDUCATION SEMINARS TO ENHANCE THE PROFESSIONAL SKILLS OF MEMBERS.
  • DISTRIBUTE AN ELECTRONIC MONTHLY NEWSLETTER CONTAINING EDUCATIONAL AND SALES PROMOTION MATERIALS TO ALL MEMBERS.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for NAIFA-WISCONSIN INC

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
39-0967153
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1973
Accounting year ends
December
Files
Form 990 or 990-EZ
Group exemption
2459
Assets (IRS master file)
$18,823
Income (IRS master file)
$82,020

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$82,020$103,120$18,823IRS
990-EZDecember 2024$96,896$113,780$29,285XML
990-EZDecember 2023$114,825$112,363$45,608XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZJune 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 39-0967153).

Questions about NAIFA-WISCONSIN INC

What is the EIN of NAIFA-WISCONSIN INC?
The employer identification number (EIN) of NAIFA-WISCONSIN INC is 39-0967153.
Is NAIFA-WISCONSIN INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1973.
Are donations to NAIFA-WISCONSIN INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NAIFA-WISCONSIN 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 NAIFA-WISCONSIN 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 NAIFA-WISCONSIN 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 NAIFA-WISCONSIN INC?
The 990-EZ for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does NAIFA-WISCONSIN INC have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $82,020, expenses of $103,120 and total assets of $18,823 at year end.

Other nonprofits in CEDAR FALLS

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