Nonprofit · EIN 91-0716063
NATIONAL ASSOC OF INS AND FINANCIAL ADVISORS OF WASHINGTON INC
Tax-exempt · BELLINGHAM, WA 98225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $231,314 | $131,896 | $99,418 | $340,202 | $0 | $340,202 |
| December 31, 2024 | 990 | $178,996 | $116,514 | $62,482 | $241,776 | $992 | $240,784 |
| December 31, 2023 | 990 | $96,853 | $116,778 | -$19,925 | $179,064 | $762 | $178,302 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $84,342
- Investment income
- $7,643
- Other revenue
- $139,329
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,056
- Program services (functional)
- $131,896
Balance sheet and other
- Total assets, start of year
- $241,776
- Total assets, end of year
- $340,202
- Total liabilities, end of year
- $0
- Net assets, end of year
- $340,202
- Gross receipts
- $231,314
- Employees
- 0
- Year formed
- 1950
- State of legal domicile
- WA
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 |
|---|---|---|---|
| CHRIS WERTENBERGER | PRESIDENT Officer | 0 | $0 |
| HAILEY ALLEN | VICE PRESIDENT Officer | 0 | $0 |
| NEAL KLOKE | TREASURER Officer | 0 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KARL KUNTZ | PRESIDENT Officer | 0 | $0 |
| MONICA EWING | VICE PRESIDENT Officer | 0 | $0 |
| NEAL KLOKE | TREASURER Officer | 0 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEAL KLOKE | TREASURER Officer | 0 | $0 |
| MONICA EWING | VICE PRESIDENT Officer | 0 | $0 |
| KARL KUNTZ | PRESIDENT Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1135 ELLIS ST, BELLINGHAM, WA 98225-5246
- In care of
- % NEAL KLOKE
- Mailing address (990-N for 2014)
- 2400 NW 80th Street PMB 140, Seattle WA 98117
- Principal officer (990 for 2025)
- HAILEY ALLEN, 1135 ELLIS ST, BELLINGHAM, WA 98225
- Principal officer (990-N for 2014)
- Michael Staeb, PO Box 15120, Seattle WA 98115
- Signed the 990
- NEAL KLOKE, OFFICER
- Website
- www.naifawa.org
- Return prepared by
- Integrated Tax Accounting Solution
Mission
TO PROMOTE THE ADOPTION AND APPLICATION OF HIGH STANDARDS OF ETHICAL CONDUCT IN THE PROFESSION OF LIFE UNDERWRITING; TO PROMOTE AND OFFER EDUCATION IN THE PROFESSION OF LIFE INSURANCE; AND TO ADVANCE PUBLIC KNOWLEDGE OF LEGAL RESERVE LIFE INSURANCE.
Program accomplishments
- AT OUR ANNUAL FINANCIAL SERVICES FORUM HELD EACH YEAR IN OCTOBER, MEMBERS AND THE PUBLIC WERE EDUCATED ON LEGISLATION AFFECTING THEIR BUSINESSES AND FAMILIES SUCH AS: 1. INCOME AND TAX STRATEGIES 2. BUSINESS AND OCCUPATION TAX INCREASES 3. HEALTH CARE REFORM 4. STATE AND FEDERAL LEGISLATION AND REGULATION 5. CAREER BUILDING AND MENTOR TECHMIQUESExpenses $131,896 · revenue $231,313
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
- 91-0716063
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1952
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $340,202
- Income (IRS master file)
- $231,314
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $231,314 | $131,896 | $340,202 | XML |
| 990 | December 2024 | $178,996 | $116,514 | $241,776 | XML |
| 990 | December 2023 | $96,853 | $116,778 | $179,064 | XML |
| 990 | December 2022 | $139,585 | $108,179 | $199,427 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: Michael Staeb | June 30, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
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 91-0716063).
Questions about NATIONAL ASSOC OF INS AND FINANCIAL ADVISORS OF WASHINGTON INC
- What is the EIN of NATIONAL ASSOC OF INS AND FINANCIAL ADVISORS OF WASHINGTON INC?
- The employer identification number (EIN) of NATIONAL ASSOC OF INS AND FINANCIAL ADVISORS OF WASHINGTON INC is 91-0716063.
- Is NATIONAL ASSOC OF INS AND FINANCIAL ADVISORS OF WASHINGTON INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1952.
- Are donations to NATIONAL ASSOC OF INS AND FINANCIAL ADVISORS OF WASHINGTON INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL ASSOC OF INS AND FINANCIAL ADVISORS OF WASHINGTON 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 NATIONAL ASSOC OF INS AND FINANCIAL ADVISORS OF WASHINGTON 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 NATIONAL ASSOC OF INS AND FINANCIAL ADVISORS OF WASHINGTON 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 NATIONAL ASSOC OF INS AND FINANCIAL ADVISORS OF WASHINGTON INC?
- The 990 for the year ended December 31, 2025 names HAILEY ALLEN.
- Who are the officers and directors of NATIONAL ASSOC OF INS AND FINANCIAL ADVISORS OF WASHINGTON INC?
- The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does NATIONAL ASSOC OF INS AND FINANCIAL ADVISORS OF WASHINGTON INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $231,314, expenses of $131,896 and total assets of $340,202 at year end.
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