Nonprofit · EIN 62-0728939
NAIFA-TENNESSEE
Tax-exempt · CEDAR FALLS, IA 50613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $143,874 | $87,473 | $56,401 | $401,199 | $132,677 | $268,522 |
| December 31, 2024 | 990-EZ | $120,999 | $95,630 | $25,369 | $363,661 | $129,932 | $233,729 |
| December 31, 2023 | 990-EZ | $126,762 | $96,060 | $30,702 | $330,229 | $132,418 | $197,811 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $108,535
- Investment income
- $34,955
- Royalties
- $384
- Net gain from sales of assets
- $34,274
- Other revenue
- $384
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $600
- Travel
- $3,915
Balance sheet and other
- Total assets, start of year
- $363,661
- Total assets, end of year
- $401,199
- Total liabilities, end of year
- $132,677
- Net assets, end of year
- $268,522
- Net assets without donor restrictions
- $166,249
- Net assets with donor restrictions
- $102,273
- Gross receipts
- $200,879
- Employees
- 0
- Volunteers
- 10
- State of legal domicile
- TN
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 |
|---|---|---|---|
| PEGGY SMITH | DIRECTOR Trustee or director | 1 | $0 |
| DERRICK BRADLEY | DIRECTOR Trustee or director | 1 | $0 |
| BEN STEWART | DIRECTOR Trustee or director | 1 | $0 |
| JOE EASLEY | PRESIDENT Officer | 2 | $0 |
| ALEXIS GOINES | PRESIDENT ELECT Officer | 2 | $0 |
| REBECCA SCHULTER | PAST PRESIDENT Officer | 2 | $0 |
| ANDY WARNER | SECRETARY Officer | 2 | $0 |
| BRIAN BARRACH | TREASURER Officer | 2 | $0 |
990-EZ for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXIS GOINES | SECRETARY | 2 | $0 |
| PEGGY SMITH | DIRECTOR | 1 | $0 |
| MATT BENSON | DIRECTOR | 1 | $0 |
| CHALMERS VALENTINE | DIRECTOR | 1 | $0 |
| REBECCA SCHULTER | PRESIDENT | 2 | $0 |
| JOE EASLEY | PRESIDENT ELECT | 2 | $0 |
| BRIAN BARRACH | TREASURER | 2 | $0 |
| SCOTT FLOWERS | PAST PRESIDENT | 2 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT FLOWERS | President | 2 | $0 |
| REBECCA BROWN SCHULTER | PRESIDENT ELECT | 2 | $0 |
| JOE EASLEY | Secretary | 2 | $0 |
| CHALMERS VALENTINE | REGIONAL VP | 1 | $0 |
| DERRICK BRADLEY | REGIONAL VP | 1 | $0 |
| CINDY MOYERS | AFFILIATE DVMT | 2 | $0 |
| ADAM MILAM | PAST PRESIDENT | 2 | $0 |
| ANDY WARNER | REGIONAL VP | 1 | $0 |
| ALEXIS GOINES | REGIONAL VP | 1 | $0 |
| PEGGY SMITH | JR REGIONAL VP | 1 | $0 |
| BRIAN BARRACH | Treasurer | 2 | $0 |
| MATT BENSON | REGIONAL VP | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 600 STATE ST STE A, CEDAR FALLS, IA 50613-3371
- In care of
- % NAIFA MIDWEST
- Principal officer (990 for 2025)
- LISA LODEN
- Signed the 990
- LISA LODEN, EXECUTIVE DIRECTOR
- Phone
- (615) 904-6013
- Website
- TN.NAIFA.ORG
- Return prepared by
- WELGAARD CPAS & ADVISORS
Mission
EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION.
Program accomplishments
- ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE PROFESSION AND ETHICAL CONDUCT OF ADVISORS.
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-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 62-0728939
- 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)
- $401,199
- Income (IRS master file)
- $200,879
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $143,874 | $87,473 | $401,199 | IRS |
| 990-EZ | December 2024 | $120,999 | $95,630 | $363,661 | XML |
| 990-EZ | December 2023 | $126,762 | $96,060 | $330,229 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 62-0728939).
Questions about NAIFA-TENNESSEE
- What is the EIN of NAIFA-TENNESSEE?
- The employer identification number (EIN) of NAIFA-TENNESSEE is 62-0728939.
- Is NAIFA-TENNESSEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1965.
- Are donations to NAIFA-TENNESSEE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NAIFA-TENNESSEE 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-TENNESSEE 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-TENNESSEE 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-TENNESSEE?
- The 990 for the year ended December 31, 2025 names LISA LODEN.
- Who are the officers and directors of NAIFA-TENNESSEE?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does NAIFA-TENNESSEE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $143,874, expenses of $87,473 and total assets of $401,199 at year end.
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- MICHAEL L PETERSON FOUNDATION EIN 88-2856860 · last filed 990-PF for 2025