Nonprofit · EIN 45-0339465
NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-NORTH DAKOTA
Tax-exempt · CEDAR FALLS, IA 50613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $55,617 | $55,233 | $384 | $260,951 | $40,363 | $220,588 |
| December 31, 2024 | 990 | $56,092 | $54,214 | $1,878 | $253,869 | $42,886 | $210,983 |
| December 31, 2023 | 990-EZ | $87,280 | $61,832 | $25,448 | $248,207 | $43,586 | $204,621 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $479
- Membership dues
- $33,257
- Program service revenue
- $7,803
- Net gain from sales of assets
- $7,463
- Other revenue
- $6,615
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $37,025
- Printing, publications and postage
- $310
- Other expenses
- $17,898
Balance sheet and other
- Total assets, start of year
- $253,869
- Total assets, end of year
- $260,951
- Total liabilities, end of year
- $40,363
- Net assets, end of year
- $220,588
- Cash, savings and investments
- $27,998
- Gross receipts
- $185,052
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 |
|---|---|---|---|
| KIM ALBERT | DIRECTOR | 1 | $0 |
| MICHAEL SCHAFF | DIRECTOR | 1 | $0 |
| JOSHUA SCHMITKE | DIRECTOR | 1 | $0 |
| BONNIE SPRECHER | DIRECTOR | 1 | $0 |
| STACY NORTON | PRESIDENT | 2 | $0 |
| JESSICA WESTGARD LARSON | PRESIDENT ELECT | 2 | $0 |
| STEVE BERGEE | PAST PRESIDENT | 2 | $0 |
| JEREMY VIDMAR | SECRETARY/TREASURER | 2 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM ALBERT | DIRECTOR Trustee or director | 1 | $0 |
| JEREMY VIDMAR | DIRECTOR Trustee or director | 1 | $0 |
| DANIELLE ZIMBRICK | DIRECTOR Trustee or director | 1 | $0 |
| BONNIE SPRECHER | DIRECTOR Trustee or director | 1 | $0 |
| PAUL SIEBERT | PAST PRESIDENT Officer | 2 | $0 |
| STEVE BERGEE | PRESIDENT Officer | 2 | $0 |
| STACY NORTON | PRESIDENT ELECT Officer | 2 | $0 |
| JESSICA WESTGARD LARSON | SECRETARY/TREASURER Officer | 2 | $0 |
990-EZ for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL SIEBERT | President | 2 | $0 |
| STEVE BERGEE | PRESIDENT ELECT | 2 | $0 |
| LYLE KRAFT | PAST PRESIDENT | 2 | $0 |
| KIM ALBERT | VP- ADVOCACY | 1 | $0 |
| DANIELLE ZIMBRICK | VP- PROGRAMS | 1 | $0 |
| JEREMY VIDMAR | VP- MEMBERSHIP | 1 | $0 |
| STACY NORTON | SECRETARY/TREAS | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 604 STATE STREET STE A, CEDAR FALLS, IA 50613-0000
- Signed the 990-EZ
- JULIE PHILLIPS, EXECUTIVE DIRECTOR
- Phone
- (701) 258-9525
- Website
- ND.NAIFA.ORG
- Return prepared by
- WELGAARD CPAS & ADVISORS
Mission
EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION.
Program accomplishments
- EDUCATIONAL AND TRAINING PROGRAMS INCLUDING AN ANNUAL CONVENTION, REGIONAL WORKSHOPS AND OTHER EVENTS. PROGRAMS PROVIDE MEMBERS WITH UP-TO-DATE TRADE INFORMATION, SALES TRAINING, AND NETWORKING OPPORTUNITIES.
- ADVOCATED FOR POSITIVE LEGISLATION AND REGULATORY ENVIRONMENT
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-EZ on file |
IRS record
- EIN
- 45-0339465
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $260,951
- Income (IRS master file)
- $185,052
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $55,617 | $55,233 | $260,951 | IRS |
| 990 | December 2024 | $56,092 | $54,214 | $253,869 | XML |
| 990-EZ | December 2023 | $87,280 | $61,832 | $248,207 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | 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 45-0339465).
Questions about NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-NORTH DAKOTA
- What is the EIN of NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-NORTH DAKOTA?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-NORTH DAKOTA is 45-0339465.
- Is NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-NORTH DAKOTA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1977.
- Are donations to NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-NORTH DAKOTA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-NORTH DAKOTA 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-NORTH DAKOTA 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-NORTH DAKOTA 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 NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-NORTH DAKOTA?
- The 990-EZ for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-NORTH DAKOTA have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $55,617, expenses of $55,233 and total assets of $260,951 at year end.
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