Nonprofit · EIN 58-0964223
GEORGIA ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC
Tax-exempt · ATLANTA, GA 30342
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $252,050 | $294,750 | -$42,700 | $184,103 | $1,986 | $182,117 |
| December 31, 2023 | 990-EZ | $140,672 | $163,470 | -$22,798 | $302,803 | $77,986 | $224,817 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $140,843
- Membership dues
- $140,843
- Program service revenue
- $104,333
- Investment income
- $6,874
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $130,800
- Salaries, compensation and benefits (total)
- $130,800
- Professional fundraising fees
- $0
- Accounting fees
- $650
- Occupancy
- $7,200
- Program services (functional)
- $169,783
- Management and general (functional)
- $124,967
Balance sheet and other
- Total assets, start of year
- $302,803
- Total assets, end of year
- $184,103
- Total liabilities, end of year
- $1,986
- Net assets, end of year
- $182,117
- Net assets without donor restrictions
- $182,117
- Gross receipts
- $252,050
- Employees
- 0
- Year formed
- 1983
- State of legal domicile
- GA
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 |
|---|---|---|---|
| TREY KELLY | EXECUTIVE DI Trustee or director | 40 | $111,800 |
| FRED GLASS | PRESIDENT EL Trustee or director | 1 | $0 |
| JOE LEIGNER | FIRST VICE P Trustee or director, Officer | 1 | $0 |
| RODERICK LIPTROT | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOE SCHRECK | PAST PRESIDE Trustee or director | 1 | $0 |
| REAGAN WOLFE | SECOND VICE Trustee or director, Officer | 1 | $0 |
990-EZ for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TREY KELLY | EXECUTIVE DI | 40 | $63,000 |
| JOE SCHRECK | PRESIDENT | 1 | $0 |
| RODERICK LIPTROT | PRESIDENT-EL | 1 | $0 |
| FRED GLASS | VICE PRESIDE | 1 | $0 |
| REAGAN WOLFE | 2ND VICE PRE | 1 | $0 |
| TODD SCHOONOVER | SECRETARY | 1 | $0 |
| TONYA LANCASTER | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 241 W WIEUCA RD NE STE 230 # NE, ATLANTA, GA 30342-3300
- In care of
- % DEBBY EVANS
- Principal officer (990 for 2024)
- JOE LEIGNER
- Signed the 990
- TREY KELLY, EXECUTIVE DIRECTOR
- Phone
- (770) 363-6479
- Website
- GA.NAIFA.ORG
- 990-N for 2022 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Debby Evans, 677 Main Street, Suwanee GA 30024. Mailing address: 677 Main Street, Suwanee GA 30024. Website: https://ga.naifa.org/
- Return prepared by
- WHALEY HAMMONDS PC
Mission
DISSEMINATION OF INFORMATION FOR THE INSURANCE INDUSTRY.
Program accomplishments
- DISSEMINATION OF INFORMATION FOR THE INSURANCE INDUSTRY.
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-EZ on file |
IRS record
- EIN
- 58-0964223
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $184,103
- Income (IRS master file)
- $252,050
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $252,050 | $294,750 | $184,103 | IRS |
| 990-EZ | December 2023 | $140,672 | $163,470 | $302,803 | XML |
| 990-N for 2022 Officer: Debby Evans Filed under this EIN, most likely by a chapter or affiliate | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: Debby Evans Filed under this EIN, most likely by a chapter or affiliate | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 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 58-0964223).
Questions about GEORGIA ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC
- What is the EIN of GEORGIA ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC?
- The employer identification number (EIN) of GEORGIA ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC is 58-0964223.
- Is GEORGIA ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1967.
- Are donations to GEORGIA ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does GEORGIA ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS 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 GEORGIA ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC 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 GEORGIA ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC 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 GEORGIA ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC?
- The 990 for the year ended December 31, 2024 names JOE LEIGNER.
- Who are the officers and directors of GEORGIA ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC?
- The 990 for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $111,800 (TREY KELLY, EXECUTIVE DI).
- How much revenue does GEORGIA ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $252,050, expenses of $294,750 and total assets of $184,103 at year end.
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