Nonprofit · EIN 94-1120047
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CALIFORNIA
Tax-exempt (reinstated) · CEDAR FALLS, IA 50613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $393,980 | $451,924 | -$57,944 | $551,151 | $85,093 | $466,058 |
| December 31, 2024 | 990 | $319,320 | $336,404 | -$17,084 | $572,504 | $66,014 | $506,490 |
| December 31, 2023 | 990 | $323,647 | $337,602 | -$13,955 | $596,642 | $78,407 | $518,235 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $360,863
- Investment income
- $31,163
- Royalties
- $1,954
- Net gain from sales of assets
- $11,976
- Other revenue
- $1,954
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,000
- Accounting fees
- $8,155
- Occupancy
- $1,896
- Travel
- $31,483
Balance sheet and other
- Total assets, start of year
- $572,504
- Total assets, end of year
- $551,151
- Total liabilities, end of year
- $85,093
- Net assets, end of year
- $466,058
- Publicly traded securities
- $383,697
- Net assets without donor restrictions
- $466,058
- Gross receipts
- $432,005
- Employees
- 0
- Volunteers
- 55
- Year formed
- 2003
- State of legal domicile
- CA
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 |
|---|---|---|---|
| BOBBI BARBARA | DIRECTOR Trustee or director | 2 | $0 |
| LOUIS GARDNER | DIRECTOR Trustee or director | 2 | $0 |
| LARS WILLERUP | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL ANDREW MARES | PRESIDENT Officer | 4 | $0 |
| DION REYES QUIOCHO | TREASURER Officer | 4 | $0 |
| JASON FOSTER | PAST PRESIDENT Officer | 4 | $0 |
| RICH COFFIN | PRESIDENT ELECT Officer | 4 | $0 |
| JANISE GRAHAM | SECRETARY Officer | 4 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC A BREGMAN | PAST PRESIDENT Trustee or director, Officer | 4 | $0 |
| MICHAEL ANDREW MARES | PRESIDENT ELECT Trustee or director, Officer | 4 | $0 |
| DION REYES QUIOCHO | TREASURER Trustee or director, Officer | 4 | $0 |
| JASON FOSTER | PRESIDENT Trustee or director, Officer | 4 | $0 |
| SARAH MARTIN | DIRECTOR Trustee or director | 2 | $0 |
| RICH COFFIN | SECRETARY Trustee or director, Officer | 4 | $0 |
| JANISE GRAHAM | MEMBERSHIP CHAIR Trustee or director | 2 | $0 |
| PETER BUECHLER | ADVOCACY CHAIR Trustee or director | 2 | $0 |
| BOBBI BARBARA | DIRECTOR Trustee or director | 2 | $0 |
| LOUIS GARDNER | DIRECTOR Trustee or director | 2 | $0 |
| LARS WILLERUP | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC A BREGMAN | President Trustee or director, Officer | 4 | $0 |
| MICHAEL ANDREW MARES | Secretary Trustee or director, Officer | 4 | $0 |
| CHAL DANIELS | Treasurer Trustee or director, Officer | 4 | $0 |
| JASON FOSTER | PRESIDENT ELECT Trustee or director, Officer | 4 | $0 |
| SARAH MARTIN | PAST PRESIDENT Trustee or director, Officer | 4 | $0 |
| JOHN NILMEIER | NTL COMM PERSON Trustee or director, Officer | 4 | $0 |
| RICH COFFIN | MEMBERSHIP Trustee or director | 2 | $0 |
| JOHN DAVIDSON | IFAPAC CHAIR Trustee or director | 2 | $0 |
| JANISE GRAHAM | Director Trustee or director | 2 | $0 |
| PETER BUECHLER | GRASSROOTS Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 600 STATE ST STE A, CEDAR FALLS, IA 50613-3371
- In care of
- % E A COMBS
- Principal officer (990 for 2025)
- ABY HENNEBERRY, 600 STATE ST STE A, CEDAR FALLS, IA 50613
- Signed the 990
- ABY HENNEBERRY, EXECUTIVE DIRECTOR
- Phone
- (844) 536-9339
- Website
- CA.NAIFA.ORG
- Return prepared by
- WELGAARD CPAS & ADVISORS
Mission
ENHANCE BUSINESS AND PROFESSIONAL SKILLS OF MEMBERS, PROMOTE THE PROFESSIONAL AND ETHICAL CONDUCT OF ADVISORS, ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT.
Program accomplishments
- DAY ON THE HILL EVENT WHICH PROVIDES MEMBERS THE OPPORTUNITY TO MEET THEIR STATE LEGISLATORS REGARDING ISSUES RELATED TO THEIR INDUSTRY.
- EDUCATIONAL AND TRAINING PROGRAMS INCLUDING ANNUAL CONVENTION, WORKSHOPS AND OTHER EDUCATIONAL EVENTS. EVENTS PROVIDE MEMBERS WITH UP-TO-DATE TRADE INFORMATION, SALES TRAINING AND NETWORKING OPPORTUNITIES.
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
- 94-1120047
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $551,151
- Income (IRS master file)
- $432,005
Revocation and reinstatement
- Exemption revoked
- November 15, 2010
- Posted by the IRS
- July 13, 2011
- Reinstated
- Effective November 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $393,980 | $451,924 | $551,151 | XML |
| 990 | December 2024 | $319,320 | $336,404 | $572,504 | XML |
| 990 | December 2023 | $323,647 | $337,602 | $596,642 | XML |
| 990 | December 2022 | $275,358 | $246,755 | $587,044 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 94-1120047).
Questions about NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CALIFORNIA
- What is the EIN of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CALIFORNIA?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CALIFORNIA is 94-1120047.
- Is NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CALIFORNIA tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2010 and reinstated it effective November 15, 2010.
- Are donations to NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CALIFORNIA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CALIFORNIA 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 ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CALIFORNIA 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 ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CALIFORNIA 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 ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CALIFORNIA?
- The 990 for the year ended December 31, 2025 names ABY HENNEBERRY.
- Who are the officers and directors of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CALIFORNIA?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CALIFORNIA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $393,980, expenses of $451,924 and total assets of $551,151 at year end.
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