Nonprofit · EIN 59-0856103
NAIFA-FLORIDA INC
Tax-exempt · CEDAR FALLS, IA 50613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $498,654 | $464,923 | $33,731 | $653,737 | $135,599 | $518,138 |
| December 31, 2024 | 990 | $550,666 | $483,903 | $66,763 | $635,526 | $176,607 | $458,919 |
| December 31, 2023 | 990 | $491,079 | $562,566 | -$71,487 | $528,131 | $188,611 | $339,520 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $468,740
- Investment income
- $9,942
- Royalties
- $1,508
- Net gain from sales of assets
- -$6,722
- Other revenue
- $19,972
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $8,400
- Travel
- $36,220
Balance sheet and other
- Total assets, start of year
- $635,526
- Total assets, end of year
- $653,737
- Total liabilities, end of year
- $135,599
- Net assets, end of year
- $518,138
- Publicly traded securities
- $424,367
- Net assets without donor restrictions
- $518,138
- Gross receipts
- $900,588
- Employees
- 0
- Volunteers
- 35
- Year formed
- 1968
- State of legal domicile
- FL
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE CHALOM | DIRECTOR Trustee or director | 2 | $0 |
| GLENN RITCHIE | DIRECTOR Trustee or director | 2 | $0 |
| PANOS LELEDAKIS | DIRECTOR Trustee or director | 2 | $0 |
| CRAIG RODRIGUE | DIRECTOR Trustee or director | 2 | $0 |
| KEVIN BUTLER | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT ROSENTHAL | DIRECTOR Trustee or director | 2 | $0 |
| MAUREEN KIRSCHHOFER | PAST PRESIDENT Officer | 2 | $0 |
| CHERYL CANZANELLA-LEWIS | PRESIDENT Officer | 2 | $0 |
| PATRICK GARRABRANT | SECRETARY/TREASURER Officer | 2 | $0 |
| GRACE STATEN | PRESIDENT ELECT Officer | 2 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM ASHLEY | CEO Officer | 40 | $16,547 |
| TOM HENRY | DIRECTOR Trustee or director | 2 | $0 |
| GLENN RITCHIE | DIRECTOR Trustee or director | 2 | $0 |
| GRACE STATEN | DIRECTOR Trustee or director | 2 | $0 |
| PEACHIE THOMPSON | DIRECTOR Trustee or director | 2 | $0 |
| CRAIG RODRIGUE | DIRECTOR Trustee or director | 2 | $0 |
| CURTIS JAMES | DIRECTOR Trustee or director | 2 | $0 |
| JEFF CHERNOFF | PAST PRESIDENT Officer | 2 | $0 |
| MAUREEN KIRSCHHOFER | PRESIDENT Officer | 2 | $0 |
| CHERYL CANZANELLA-LEWIS | PRESIDENT ELECT Officer | 2 | $0 |
| PATRICK GARRABRANT | SEC/TREASURER Officer | 2 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM ASHLEY | CEO Officer | 40 | $88,100 |
| TOM HENRY | Director Trustee or director | 2 | $0 |
| GLENN RITCHIE | Director Trustee or director | 2 | $0 |
| TIM HOLLADAY | Director Trustee or director | 2 | $0 |
| GRACE STATEN | Director Trustee or director | 2 | $0 |
| PEACHIE THOMPSON | Director Trustee or director | 2 | $0 |
| CRAIG RODRIGUE | Director Trustee or director | 2 | $0 |
| ROBERT ROSENTHAL | Director Trustee or director | 2 | $0 |
| CURTIS JAMES | Director Trustee or director | 2 | $0 |
| JEFF CHERNOFF | President Officer | 2 | $0 |
| MAUREEN KIRSCHHOFER | PRESIDENT ELECT Officer | 2 | $0 |
| CHERYL CANZANELLA-LEWIS | Vice President Officer | 2 | $0 |
| PATRICK GARRABRANT | SEC/TREASURER Officer | 2 | $0 |
| GEORGE ROYAL | PAST PRESIDENT Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 600 STATE ST STE A, CEDAR FALLS, IA 50613-3371
- Principal officer (990 for 2025)
- TOM ASHLEY
- Signed the 990
- TOM ASHLEY, EXECUTIVE DIRECTOR
- Website
- HTTPS://FL.NAIFA.ORG
- Return prepared by
- WELGAARD CPAS & ADVISORS
Mission
EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION.
Program accomplishments
- TO PROMOTE EDUCATION AND PROFESSIONALISM IN PREPARATION FOR LICENSING EXAMINATION AND MAINTENANCE OF CONTINUING EDUCATION REQUIRED BY FLORIDA LAW.
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 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
- 59-0856103
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $653,737
- Income (IRS master file)
- $900,588
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $498,654 | $464,923 | $653,737 | XML |
| 990 | December 2024 | $550,666 | $483,903 | $635,526 | XML |
| 990 | December 2023 | $491,079 | $562,566 | $528,131 | XML |
| 990 | December 2022 | $608,384 | $691,991 | $458,576 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 59-0856103).
Questions about NAIFA-FLORIDA INC
- What is the EIN of NAIFA-FLORIDA INC?
- The employer identification number (EIN) of NAIFA-FLORIDA INC is 59-0856103.
- Is NAIFA-FLORIDA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1965.
- Are donations to NAIFA-FLORIDA INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NAIFA-FLORIDA 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-FLORIDA 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-FLORIDA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NAIFA-FLORIDA INC?
- The 990 for the year ended December 31, 2025 names TOM ASHLEY.
- Who are the officers and directors of NAIFA-FLORIDA INC?
- The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does NAIFA-FLORIDA INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $498,654, expenses of $464,923 and total assets of $653,737 at year end.
Other nonprofits in CEDAR FALLS
- SARTORI MEMORIAL HOSPITAL INC EIN 42-0758901 · last filed 990 for 2025
- WESTERN HOME SERVICES INC EIN 45-5139878 · last filed 990 for 2024
- COMMUNITY FOUNDATION OF NORTHEAST IOWA EIN 42-6060414 · last filed 990 for 2025
- UNIVERSITY OF NORTHERN IOWA FOUNDATION EIN 42-6058591 · last filed 990 for 2025
- MARTIN HEALTH CENTER INC EIN 42-0680487 · last filed 990 for 2024
- WESTERN HOME SERVICES INC EIN 27-2825987 · last filed 990 for 2024
- CEDAR FALLS LUTHERAN HOME EIN 42-0794364 · last filed 990 for 2024
- MICHAEL L PETERSON FOUNDATION EIN 88-2856860 · last filed 990-PF for 2025