Civic Intelligence

National Association of Insurance &

EIN 35-0802761 • 501(c)6 • Carmel, IN

Profile

To advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our memebers.

1717 E 116th Street 104Carmel, IN 46032

www.naifa-indiana.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.12x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.19x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

17th percentile

-31%

Higher net margin than 17% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$57,783

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 39.3% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-4.0%

Faster asset growth than 45% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-15%

Faster revenue growth than 30% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$223,083

Down $9,401 (-4.0%) from 2023

Liabilities

Up

$27,230

Up $14,466 (+113%) from 2023

Net Assets

Down

$195,853

Down $23,867 (-11%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin17th percentile

Revenue

Down

$147,135

Down $25,628 (-15%) from 2023

Expenses

Down

$192,072

Down $38,437 (-17%) from 2023

Net Income

Up

-$44,937

Up $12,809 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $234,537Liabilities 2012: $4,983Net Assets 2012: $229,5542012Assets 2013: $206,197Liabilities 2013: $1,858Net Assets 2013: $204,3392013Assets 2015: $383,021Liabilities 2015: $4,558Net Assets 2015: $378,4632015Assets 2016: $370,688Liabilities 2016: $3,184Net Assets 2016: $367,5042016Assets 2017: $365,080Liabilities 2017: $2,039Net Assets 2017: $363,0412017Assets 2018: $358,999Liabilities 2018: $789Net Assets 2018: $358,2102018Assets 2019: $417,873Liabilities 2019: $3,934Net Assets 2019: $413,9392019Assets 2020: $380,678Liabilities 2020: $2,112Net Assets 2020: $378,5662020Assets 2021: $372,020Liabilities 2021: $22,501Net Assets 2021: $349,5192021Assets 2022: $268,373Liabilities 2022: $2,982Net Assets 2022: $265,3912022Assets 2023: $232,484Liabilities 2023: $12,764Net Assets 2023: $219,7202023Assets 2024: $223,083Liabilities 2024: $27,230Net Assets 2024: $195,8532024

Highlighted filing

2024

Assets$223,083
Liabilities$27,230
Net Assets$195,853
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2012: $263,2332012Expenses 2013: $242,0572013Revenue 2015: $202,030Expenses 2015: $223,242Net Income 2015: -$21,2122015Revenue 2016: $190,867Expenses 2016: $216,214Net Income 2016: -$25,3472016Revenue 2017: $201,677Expenses 2017: $242,278Net Income 2017: -$40,6012017Revenue 2018: $179,244Expenses 2018: $209,244Net Income 2018: -$30,0002018Revenue 2019: $217,685Expenses 2019: $216,148Net Income 2019: $1,5372019Revenue 2020: $119,032Expenses 2020: $185,738Net Income 2020: -$66,7062020Revenue 2021: $136,442Expenses 2021: $193,280Net Income 2021: -$56,8382021Revenue 2022: $156,079Expenses 2022: $218,053Net Income 2022: -$61,9742022Revenue 2023: $172,763Expenses 2023: $230,509Net Income 2023: -$57,7462023Revenue 2024: $147,135Expenses 2024: $192,072Net Income 2024: -$44,9372024

Highlighted filing

2024

Revenue$147,135
Expenses$192,072
Net Income-$44,937
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$223,083
Liabilities
$27,230
Net assets
$195,853
Revenue
$147,135
Expenses
$192,072
Net income
-$44,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.27$1.96$1.47$1.92$0.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.13$2.20$1.73$2.31$0.58
2022Detailed filing. Detailed filing data is available for this year.$2.68$0.03$2.65$1.56$2.18$0.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.23$3.50$1.36$1.93$0.57
2020Detailed filing. Detailed filing data is available for this year.$3.81$0.02$3.79$1.19$1.86$0.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$0.04$4.14$2.18$2.16$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.01$3.58$1.79$2.09$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.02$3.63$2.02$2.42$0.41
2016Detailed filing. Detailed filing data is available for this year.$3.71$0.03$3.68$1.91$2.16$0.25
2015Detailed filing. Detailed filing data is available for this year.$3.83$0.05$3.78$2.02$2.23$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.02$2.04$2.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.05$2.30$2.63
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 2, 2023
Return Version
2022v5.0
Gross Receipts
$218,108
Mission and Program Overview

Mission

To promote high standards of ethical practice in the best interest of the insuring public and to improve the professional skills of our members who provide insurance and other closely related financial products.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$289,300$188,990▼ $100,310
Savings and Temporary Cash Investments$79,399$70,310▼ $9,089
Accounts Receivable$3,321$9,073▲ $5,752
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$372,020$268,373▼ $103,647
Liabilities
Other Liabilities$20,245$0▼ $20,245
Accounts Payable and Accrued Expenses$2,256$2,982▲ $726
Total Liabilities$22,501$2,982▼ $19,519
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$273,368$189,240▼ $84,128
Net Assets With Donor Restrictions$76,151$76,151→ $0
Total Net Assets Fund Balance$349,519$265,391▼ $84,128
Total Liabilities and Net Assets / Fund Balance$372,020$268,373▼ $103,647

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$48,222$48,222
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandy GrayExecutive DirectorFT$57,783$3,505$61,288

Board Members and Trustees

NameTitle
Joe CerdaPast-president
Daniel StallingsPresident
Jeremy StackhousePresident-elect
Christopher BarnthouseDirector
Gary SchliessmanDirector
George BeutterDirector
Jason SmithDirector
Jeffrey GoralczykDirector
Jennifer StammDirector
Mallie ReederDirector
Marlon HallDirector
Penny GruenerDirector
Rock PlanckDirector
Thomas R GearhartDirector
Kyle CyrNational Committeeman
Zary LeteSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$31,345
Program Service Revenue
$84,808
Investment Income
$-23,393
Other Revenue
$63,319
All Other Contributions
$11,100
Change in Net Assets
$-61,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$119,841
Other Expenses$98,212
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$57,783
Other Salaries and Wages---$56,318
Conferences and Meetings---$21,789
Occupancy---$19,391
Fees for Services Lobbying---$18,522
Office Expenses---$11,158
All Other Expenses---$5,324
Insurance---$2,999
Other Employee Benefits---$2,913
Pension Plan Contributions---$2,827
Other Expenses---$2,380
Fees for Services Accounting---$2,205
Travel---$228
Total Functional Expenses$0$0$0$218,053
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,348
Fundraising Direct Expenses$6,592
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$18,522
Total Nondeductible Lobbying and Political Cost$11,833
Political Expenditures$2,380
Total Exempt Function Spending$2,380
Section 527 Activity Spending$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Membership has two different levels, active and associate. An active member is licensed to sell insurance and is eligible to be on the board of directors and be an officer of the organization. An associate member is not licensed to sell insurance and may only be on the board of directors and not an officer. Both memberships can vote at the state and local levels, but only an active member can vote at the national convention.”

Form 990, Part VI, Section A, Line 7A

“Members elect the officers and board of directors. If the members disapprove of their actions, it is the members duty not to re-elect the officers and board of directors at the annual meeting.”

Form 990, Part VI, Section B, Line 11B

“The board of directors will receive a copy of the return before it is signed and filed.”

Form 990, Part VI, Section B, Line 12C

“All board members are required to sign an annual declaration of any conflicts of interest. Any conflicts brought to attention is then reviewed on a case by case basis.”

Form 990, Part VI, Section B, Line 15

“The finance committee makes calls to their peers in other states that have employees to compare salary and benefits and they have locals that employ administrative staff throughout the state that they survey to make sure that compensation and benefits are in line.”

Form 990, Part VI, Section C, Line 19

“Consistent with the requirements of section 6104(d) of the internal revenue code and regulations thereunder, copies of the irs form 990 and application for exemption shall be made available, upon request, in a timely manner, and subject to the charges permitted by law to any individuals who request it. Other governing documents, conflict of interest policy, and financial statements are made available to the individuals requesting them by making an appointment with a member of the board of directors.”

Filing and Contact Details

Filer

Filer Name
National Assoc of Insurance &
EIN
35-0802761
Phone
3178446268
Address
1717 E 116TH STREET 104, CARMEL, IN 46032

Signing Officer

Name
Sandy Gray
Title
Executive Director
Phone
3178446268
Signed
2023-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Cerda
Formed
1935
Legal Domicile
In
Voting Board Members
16
Independent Board Members
16
Employees
3
Volunteers
16

Preparer

Firm
Vonlehman & Company Inc
Address
5975 CASTLE CREEK PARKWAY N DR STE, 400, INDIANAPOLIS, IN 46250
Preparer
Yvonne B De Calonne
Phone
3174690169
Raw XML AppendixShowing 400 of 455 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02256
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02982
IRS990/AccountsReceivableGrp/BOYAmt03321
IRS990/AccountsReceivableGrp/EOYAmt09073
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE HIGH STANDARDS OF ETHICAL PRACTICE IN THE BEST INTEREST OF THE INSURING PUBLIC AND TO IMPROVE THE PROFESSIONAL SKILLS OF OUR MEMBERS WHO PROVIDE INSURANCE AND OTHER CLOSELY RELATED FINANCIAL PRODUCTS.
IRS990/AllOtherContributionsAmt011100
IRS990/AllOtherExpensesGrp/TotalAmt05324
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IRS990/BooksInCareOfDetail/PhoneNum03178446268
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01717 E 116TH STREET SUITE 104
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARMEL
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IRS990/DonorRstrOrQuasiEndowmentsInd00
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IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
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IRS990/FeesForServicesLobbyingGrp/TotalAmt018522
IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm14CHRISTOPHER BARNTHOUSE
IRS990/Form990PartVIISectionAGrp/PersonNm15MALLIE REEDER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3NATIONAL COMMITTEEMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt020245
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt030238
IRS990/GrossReceiptsAmt0218108
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt02999
IRS990/InvestmentIncomeGrp/ExclusionAmt01806
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01806
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0289300
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0188990
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt048222
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt048222
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt055437
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE HIGH STANDARDS OF ETHICAL PRACTICE IN THE BEST INTEREST OF THE INSURING PUBLIC AND TO IMPROVE THE PROFESSIONAL SKILLS OF OUR MEMBERS WHO PROVIDE INSURANCE AND OTHER CLOSELY RELATED FINANCIAL PRODUCTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0349519
IRS990/NetAssetsOrFundBalancesEOYAmt0265391
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-25199
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-25199
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt07756
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt07756
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-22154
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0273368
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0189240
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt019391
IRS990/OfficeExpensesGrp/TotalAmt011158
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02913
IRS990/OtherExpensesGrp/Desc0AFFILIATE EXPENSE
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL
IRS990/OtherExpensesGrp/Desc2CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc3IFAPAC STATE CONTRIBUTI
IRS990/OtherExpensesGrp/TotalAmt07289
IRS990/OtherExpensesGrp/TotalAmt13950
IRS990/OtherExpensesGrp/TotalAmt22977
IRS990/OtherExpensesGrp/TotalAmt32380
IRS990/OtherLiabilitiesGrp/BOYAmt020245
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1541900
IRS990/OtherRevenueMiscGrp/BusinessCd2541900
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE SERVICE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc2CORPORATE LEGISLATIVE/
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt031640
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt118923
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt25000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt031640
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt118923
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt25000
IRS990/OtherRevenueTotalAmt055563
IRS990/OtherSalariesAndWagesGrp/TotalAmt056318
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/TotalAmt02827
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd01
IRS990/PrincipalOfficerNm0JOE CERDA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION REG. FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt084374
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1434
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt084374
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1434
IRS990/ProgSrvcAccomActy2Grp/Desc0CONVENTIONS AND MEETINGS. ANNUAL SALES SEMINAR - AVAILABLE TO ALL MEMBERS. ANNUAL LEADERSHIP CONFERENCE. NATIONAL CONVENTION. ALL MEMBERS OF NAIFA-INDIANA ARE VOTING DELEGATES AT THE ANNUAL MEETING. WE HAVE 5 LOCALS ASSOCIATIONS THAT MAINTAIN AN AFFILIATE STATUS.
IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLIC SERVICE PROJECT. AT LEAST ONE PUBLIC SERVICE PROJECT EACH YEAR. ALL NAIFA-INDIANA MEMBERS ARE ENCOURAGED TO PARTICIPATE.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03000
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015028
IRS990/PYOtherExpensesAmt076821
IRS990/PYOtherRevenueAmt038511
IRS990/PYProgramServiceRevenueAmt079903
IRS990/PYRevenuesLessExpensesAmt0-56838
IRS990/PYSalariesCompEmpBnftPaidAmt0116459
IRS990/PYTotalExpensesAmt0193280
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0136442
IRS990/ReconcilationRevenueExpnssAmt0-61974
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt079399
IRS990/SavingsAndTempCashInvstGrp/EOYAmt070310
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AggregateReportedDuesNtcAmt016875
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt084374
IRS990ScheduleC/Expended527ActivitiesAmt00
IRS990ScheduleC/Form1120POLFiledInd00
IRS990ScheduleC/InternalFundsContributedAmt02380
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0-6689
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt018522
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt011833
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/PoliticalExpendituresAmt02380
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt02380
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0530232489
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - IFAPAC
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt01000 WILSON BOULEVARD SUITE 1890
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0ARLINGTON
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd022209
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAKES CONTRIBUTIONS TO THE IFAPAC.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/TaxableAmt0-5042
IRS990ScheduleC/TotalExemptFunctionExpendAmt02380
IRS990ScheduleC/VolunteerHoursCnt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt048222
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt048222
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP HAS TWO DIFFERENT LEVELS, ACTIVE AND ASSOCIATE. AN ACTIVE MEMBER IS LICENSED TO SELL INSURANCE AND IS ELIGIBLE TO BE ON THE BOARD OF DIRECTORS AND BE AN OFFICER OF THE ORGANIZATION. AN ASSOCIATE MEMBER IS NOT LICENSED TO SELL INSURANCE AND MAY ONLY BE ON THE BOARD OF DIRECTORS AND NOT AN OFFICER. BOTH MEMBERSHIPS CAN VOTE AT THE STATE AND LOCAL LEVELS, BUT ONLY AN ACTIVE MEMBER CAN VOTE AT THE NATIONAL CONVENTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE OFFICERS AND BOARD OF DIRECTORS. IF THE MEMBERS DISAPPROVE OF THEIR ACTIONS, IT IS THE MEMBERS DUTY NOT TO RE-ELECT THE OFFICERS AND BOARD OF DIRECTORS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE RETURN BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL DECLARATION OF ANY CONFLICTS OF INTEREST. ANY CONFLICTS BROUGHT TO ATTENTION IS THEN REVIEWED ON A CASE BY CASE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCE COMMITTEE MAKES CALLS TO THEIR PEERS IN OTHER STATES THAT HAVE EMPLOYEES TO COMPARE SALARY AND BENEFITS AND THEY HAVE LOCALS THAT EMPLOY ADMINISTRATIVE STAFF THROUGHOUT THE STATE THAT THEY SURVEY TO MAKE SURE THAT COMPENSATION AND BENEFITS ARE IN LINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONSISTENT WITH THE REQUIREMENTS OF SECTION 6104(D) OF THE INTERNAL REVENUE CODE AND REGULATIONS THEREUNDER, COPIES OF THE IRS FORM 990 AND APPLICATION FOR EXEMPTION SHALL BE MADE AVAILABLE, UPON REQUEST, IN A TIMELY MANNER, AND SUBJECT TO THE CHARGES PERMITTED BY LAW TO ANY INDIVIDUALS WHO REQUEST IT. OTHER GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE INDIVIDUALS REQUESTING THEM BY MAKING AN APPOINTMENT WITH A MEMBER OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0372020
IRS990/TotalAssetsEOYAmt0268373
IRS990/TotalAssetsGrp/BOYAmt0372020
IRS990/TotalAssetsGrp/EOYAmt0268373
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt031345
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt0218053
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022501
IRS990/TotalLiabilitiesEOYAmt02982
IRS990/TotalLiabilitiesGrp/BOYAmt022501
IRS990/TotalLiabilitiesGrp/EOYAmt02982
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0349519
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0265391
IRS990/TotalOtherCompensationAmt03505
IRS990/TotalProgramServiceRevenueAmt084808
IRS990/TotalReportableCompFromOrgAmt057783
IRS990/TotalRevenueGrp/ExclusionAmt0-15637

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