Skip to main content

Nonprofit · EIN 53-0246898

NAIFA-GREATER WASHINGTON D C

Tax-exempt · CEDAR FALLS, IA 50613

Financials

$47K$43K2023$41K$47K2024$88K$90K2025
Revenue Expenses · by fiscal year end
Financials of NAIFA-GREATER WASHINGTON D C by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$87,587$89,649-$2,062$184,459$33,200$151,259
December 31, 2024990-EZ$40,795$46,992-$6,197$196,747$60,405$136,342
December 31, 2023990-EZ$47,235$43,184$4,051$135,340$8,043$127,297
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$33,693
Program service revenue
$50,010
Investment income
$2,757
Net gain from sales of assets
$1,127

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$32,000
Other expenses
$57,649

Balance sheet and other

Total assets, start of year
$196,747
Total assets, end of year
$184,459
Total liabilities, end of year
$33,200
Net assets, end of year
$151,259
Cash, savings and investments
$173,552
Gross receipts
$110,451

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
BRIAN HANEYDIRECTOR1$0
ERIKA MARINODIRECTOR1$0
SARA MIKULSKYDIRECTOR1$0
GAFFAR CHOWDHURYPAST PRESIDENT2$0
NATHAN MOOREPRESIDENT2$0
NORMAN SCHERERSEC/TREASURER2$0
BRIAN MONEYPRESIDENT ELECT2$0
990-EZ for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
MATTHEW GRACEDIRECTOR1$0
BRIAN HANEYDIRECTOR1$0
BRIAN MONEYDIRECTOR1$0
RYAN BUCKPAST PRESIDENT2$0
GAFFAR CHOWDHURYPRESIDENT2$0
NATHAN MOOREPRESIDENT ELECT2$0
NORMAN SCHERERSEC/TREASURER2$0
990-EZ for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
RYAN BUCKPast President2$0
GAFFAR CHOWDHURYPresident2$0
NATHAN MOOREPresident Elect2$0
MATTHEW GRACEVP ADVOCACY2$0
BRIAN HANEYVP-LILI/YAT/DEI1$0
NORMAN SCHERERSEC/TREASURER2$0
BRIAN MONEYVP- MEMBERSHIP1$0

Address and contacts

Address (IRS master file)
600 STATE ST STE A, CEDAR FALLS, IA 50613-3371
In care of
% JENNIFER MAUER
Signed the 990-EZ
JENNIFER MAUER, EXECUTIVE DIRECTOR
Phone
(844) 717-2858
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

  • NAIFA- GREATER WASHINGTON DC IS A PROFESSIONAL ORGANIZATION REPRESENTING INSURANCE AND FINANCIAL ADVISORS THROUGHOUT THE WASHINGTON DC AREA. IT IS A CHAPTER OF THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS. NAIFA-GWDC PROVIDES MEMBERS WITH EDUCATIONAL PROGRAMMING, NETWORKING OPPORTUNITIES, A NEWSLETTER, AND KEEPS THE MEMBERSHIP INFORMED ON ISSUES OF INTEREST TO INDUSTRY PROFESSIONALS. DURING THE YEAR, THE ORGANIZATION PROVIDED IN-HOUSE CONTINUING EDUCATION PROGRAMS, UPDATED NEWSLETTER PUBLISHED SIX TIMES DURING THE YEAR, AND PROVIDED PROFESSIONAL LEADERSHIP SPEAKERS TO THE GENERAL MEMBERSHIP AT THE ANNUAL MEETING.

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

IRS record

EIN
53-0246898
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1959
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$184,459
Income (IRS master file)
$110,451

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$87,587$89,649$184,459IRS
990-EZDecember 2024$40,795$46,992$196,747XML
990-EZDecember 2023$47,235$43,184$135,340XML
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 53-0246898).

Questions about NAIFA-GREATER WASHINGTON D C

What is the EIN of NAIFA-GREATER WASHINGTON D C?
The employer identification number (EIN) of NAIFA-GREATER WASHINGTON D C is 53-0246898.
Is NAIFA-GREATER WASHINGTON D C tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1959.
Are donations to NAIFA-GREATER WASHINGTON D C tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NAIFA-GREATER WASHINGTON D C 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-GREATER WASHINGTON D C 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-GREATER WASHINGTON D C 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-GREATER WASHINGTON D C?
The 990-EZ for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does NAIFA-GREATER WASHINGTON D C have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $87,587, expenses of $89,649 and total assets of $184,459 at year end.

Other nonprofits in CEDAR FALLS

All nonprofits in CEDAR FALLS · Iowa