Liabilities / Assets
95th percentile
Higher debt load relative to assets than 95% of similar nonprofits.
Naifa-Wisconsin Inc
EIN 39-0967153 • 501(c)6 • Cedar Falls, IA
Profile
Advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.85x
Liabilities / Revenue
86th percentile
Higher debt load relative to revenue than 86% of similar nonprofits.
Net Margin
24th percentile
Higher net margin than 24% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
16th percentile
Faster asset growth than 16% of similar nonprofits.
Revenue Growth
26th percentile
Faster revenue growth than 26% of similar nonprofits.
Balance Sheet
Assets
Down$29,285
Down $16,323 (-36%) from 2023
Liabilities
Up$24,801
Up $561 (+2.3%) from 2023
Net Assets
Down$4,484
Down $16,884 (-79%) from 2023
Revenue
Down$96,896
Down $17,929 (-16%) from 2023
Expenses
Up$113,780
Up $1,417 (+1.3%) from 2023
Net Income
Down-$16,884
Down $19,346 (-786%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $29,285
- Liabilities
- $24,801
- Net assets
- $4,484
- Revenue
- $96,896
- Expenses
- $113,780
- Net income
- -$16,884
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Jun 3, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $96,896
Mission and Program Overview
Mission
Advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
Empowering financial professionals and consumers through world-class advocacy and education.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| CONDUCT ANNUAL SALES CONVENTION PROVIDING EDUCATIONAL CREDITS REQUIRED BY MEMBERS TO MEET PROFESSIONAL LICENSING REQUIREMENTS. | $0 | $0 |
| CONTINUING EDUCATION SEMINARS TO ENHANCE THE PROFESSIONAL SKILLS OF MEMBERS. | $0 | $0 |
| DISTRIBUTE AN ELECTRONIC MONTHLY NEWSLETTER CONTAINING EDUCATIONAL AND SALES PROMOTION MATERIALS TO ALL MEMBERS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHRIS HENDERSON | President | - | $0 | - | - |
| RICHARD BALCH | President Elect | - | $0 | - | - |
| HEATHER LINDSLEY | Past President | - | $0 | - | - |
| BEN BORCHARDT | Sec/Treasurer | - | $0 | - | - |
| SHAYNE FICKLING | Director | - | $0 | - | - |
| REBECCA GONZALEZ | Director | - | $0 | - | - |
| MARK MILLER | VP-Advocacy | - | $0 | - | - |
| BRENDON DEROUIN | VP-Programs | - | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- No
Reported Spending and Taxes
| Line Item | Amount |
|---|---|
| Total Nondeductible Lobbying and Political Cost | $30,070 |
| Current Year Nondeductible Lobbying and Political Cost | $24,000 |
Filing and Contact Details
Filer
- Filer Name
- Naifa-wisconsin Inc
- EIN
- 39-0967153
- Phone
- 6084556674
- Address
- 600 STATE STREET A, CEDAR FALLS, IA 50613
Signing Officer
- Name
- Julie Phillips
- Title
- Executive Director
- Phone
- 6084556674
- Signed
- 2025-06-03
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Welgaard Cpas & Advisors
- Address
- 10550 NEW YORK AVE SUITE 100, URBANDALE, IA 50322
- Preparer
- Darlene M Danielson
- Phone
- 5152530099
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: royalties. Amount: 921.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: meetings expense. Amount: 14,178. Description: advertising. Amount: 255. Description: travel. Amount: 1,338. Description: dues & subs. Amount: 180. Description: contributions expense. Amount: 2,475. Description: tech fees. Amount: 20. Description: cc fees. Amount: 449. Description: insurance. Amount: 1,067. Description: office expense. Amount: 542. Total to form 990-ez, line 16: 20,504.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 1,275. End of year amount: 6,175. Description: accrued revenue. Beg. Of year amount: 13,947. End of year amount: 11,385. Description: prepaid expenses. Beg. Of year amount: 4,072. End of year amount: 4,389. Description: intercompany receivable. Beg. Of year amount: 160. End of year amount: 0.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 1,550. End of year amount: 2,613. Description: accrued liabilities. Beg. Of year amount: 2,561. End of year amount: 972. Description: deferred revenue. Beg. Of year amount: 19,937. End of year amount: 21,216. Description: intercompany payable. Beg. Of year amount: 192. End of year amount: 0.”
Form 990-ez, Part V, Line 34
“Re-worded the mission statement and revised the definition of a member.”
Raw XML Appendix160 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | NAIFA MIDWEST OFFICE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6084556674 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 600 STATE STSTE A |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CEDAR FALLS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 50613 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 26154 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 7336 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 1 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -16884 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 93082 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 45608 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 29285 |
| IRS990EZ/GrossReceiptsAmt | 0 | 96896 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 72558 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 21368 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 4484 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 21368 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 4484 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CHRIS HENDERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | RICHARD BALCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | HEATHER LINDSLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BEN BORCHARDT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | SHAYNE FICKLING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | REBECCA GONZALEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | MARK MILLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | BRENDON DEROUIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SEC/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | VP-ADVOCACY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | VP-PROGRAMS |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 19454 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 21949 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 20504 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 921 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 194 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 23417 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CONDUCT ANNUAL SALES CONVENTION PROVIDING EDUCATIONAL CREDITS REQUIRED BY MEMBERS TO MEET PROFESSIONAL LICENSING REQUIREMENTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | CONTINUING EDUCATION SEMINARS TO ENHANCE THE PROFESSIONAL SKILLS OF MEMBERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | DISTRIBUTE AN ELECTRONIC MONTHLY NEWSLETTER CONTAINING EDUCATIONAL AND SALES PROMOTION MATERIALS TO ALL MEMBERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 1 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 24240 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 24801 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 113780 |
| IRS990EZ/TotalRevenueAmt | 0 | 96896 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WI.NAIFA.ORG |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 22533 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | 1 |
| IRS990ScheduleC/CarriedOverAmt | 0 | 7537 |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 72558 |
| IRS990ScheduleC/NonDedLbbyngPltclCyovAmt | 0 | 6070 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 24000 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 30070 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | 0 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: ROYALTIES. AMOUNT: 921. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 14,178. DESCRIPTION: ADVERTISING. AMOUNT: 255. DESCRIPTION: TRAVEL. AMOUNT: 1,338. DESCRIPTION: DUES & SUBS. AMOUNT: 180. DESCRIPTION: CONTRIBUTIONS EXPENSE. AMOUNT: 2,475. DESCRIPTION: TECH FEES. AMOUNT: 20. DESCRIPTION: CC FEES. AMOUNT: 449. DESCRIPTION: INSURANCE. AMOUNT: 1,067. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 542. TOTAL TO FORM 990-EZ, LINE 16: 20,504. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,275. END OF YEAR AMOUNT: 6,175. DESCRIPTION: ACCRUED REVENUE. BEG. OF YEAR AMOUNT: 13,947. END OF YEAR AMOUNT: 11,385. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 4,072. END OF YEAR AMOUNT: 4,389. DESCRIPTION: INTERCOMPANY RECEIVABLE. BEG. OF YEAR AMOUNT: 160. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,550. END OF YEAR AMOUNT: 2,613. DESCRIPTION: ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 2,561. END OF YEAR AMOUNT: 972. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 19,937. END OF YEAR AMOUNT: 21,216. DESCRIPTION: INTERCOMPANY PAYABLE. BEG. OF YEAR AMOUNT: 192. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | RE-WORDED THE MISSION STATEMENT AND REVISED THE DEFINITION OF A MEMBER. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART V, LINE 34 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JULIE PHILLIPS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6084556674 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-06-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NAIFA-WISCONSIN INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAIF |
| ReturnHeader/Filer/EIN | 0 | 390967153 |
| ReturnHeader/Filer/PhoneNum | 0 | 6084556674 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 600 STATE STREET A |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CEDAR FALLS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 50613 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 421130301 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WELGAARD CPAS & ADVISORS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 10550 NEW YORK AVE SUITE 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | URBANDALE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 50322 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5152530099 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-06-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DARLENE M DANIELSON |
| ReturnHeader/ReturnTs | 0 | 2025-06-03T14:29:44-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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