Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Naifa Louisiana Inc
EIN 72-6029436 • 501(c)6 • Cedar Falls, IA
Profile
Advocate for a positive legislative and regulatory environment, provide and coordinate educational and other member services while promoting the ethical conduct of its members, who are insurance and financial advisors in the state of louisiana.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.13x
Liabilities / Revenue
89th percentile
Higher debt load relative to revenue than 89% of similar nonprofits.
Net Margin
52nd percentile
Higher net margin than 52% 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
64th percentile
Faster asset growth than 64% of similar nonprofits.
Revenue Growth
39th percentile
Faster revenue growth than 39% of similar nonprofits.
Balance Sheet
Assets
Up$229,246
Up $12,393 (+5.7%) from 2023
Liabilities
Down$30,445
Down $977 (-3.1%) from 2023
Net Assets
Up$198,801
Up $13,370 (+7.2%) from 2023
Revenue
Down$95,549
Down $5,198 (-5.2%) from 2023
Expenses
Down$93,686
Down $5,970 (-6.0%) from 2023
Net Income
Up$1,863
Up $772 (+71%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $229,246
- Liabilities
- $30,445
- Net assets
- $198,801
- Revenue
- $95,549
- Expenses
- $93,686
- Net income
- $1,863
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Jun 25, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $95,549
Mission and Program Overview
Mission
To provide and coordinate educational and member services for insurance and financial advisors in the state of Louisiana.
Advocate for a positive legislative and regulatory environment, provide and coordinate educational and other member services while promoting the ethical conduct of its members, who are insurance and financial advisors in the state of louisiana.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, PROVIDE AND COORDINATE EDUCATIONAL AND OTHER MEMBER SERVICES WHILE PROMOTING THE ETHICAL CONDUCT OF ITS MEMBERS, WHO ARE INSURANCE AND FINANCIAL ADVISORS IN THE STATE OF LOUISIANA. | $0 | $0 |
| PROFESSIONAL DEVELOPMENT | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BLAKE GILLIES | President | - | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- No
Reported Spending and Taxes
| Line Item | Amount |
|---|---|
| Total Nondeductible Lobbying and Political Cost | $16,017 |
| Current Year Nondeductible Lobbying and Political Cost | $12,000 |
Filing and Contact Details
Filer
- Filer Name
- Naifa Louisiana Inc
- EIN
- 72-6029436
- Phone
- 5042730003
- Address
- 600 STATE STREET STE A, CEDAR FALLS, IA 50613
Signing Officer
- Name
- Aby Henneberry
- Title
- Executive Director
- Phone
- 5042730003
- Signed
- 2025-06-25
- 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 4 - Other Investment Income
“Description: interest and dividend income. Amount: 5,889.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: meeting expense. Amount: 250. Description: advertising and promotion expense. Amount: 16. Description: travel. Amount: 533. Description: dues & subscriptions. Amount: 34. Description: contribution expense. Amount: 2,930. Description: tech maintenance. Amount: 3. Description: insurance and taxes. Amount: 2,000. Description: supplies, printing and postage. Amount: 38. Description: office expense. Amount: 346. Total to form 990-ez, line 16: 6,150.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: disbanded la chapter funds. Amount: 11,507.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accrued revenue. Beg. Of year amount: 11,179. End of year amount: 10,173. Description: prepaid expenses. Beg. Of year amount: 2,567. End of year amount: 2,634.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 1,012. End of year amount: 29. Description: accrued liablities. Beg. Of year amount: 938. End of year amount: 925. Description: deferred revenue. Beg. Of year amount: 19,924. End of year amount: 20,029. Description: intercompany payable. Beg. Of year amount: 87. End of year amount: 0. Description: due to affiliate. Beg. Of year amount: 9,461. End of year amount: 9,462.”
Raw XML Appendix112 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 | MIDWEST NAIFA OFFICE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7037708403 |
| 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 | 203107 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 216439 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 1863 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 87536 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 216853 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 229246 |
| IRS990EZ/GrossReceiptsAmt | 0 | 95549 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5889 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 89660 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 185431 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 198801 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 185431 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 198801 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | BLAKE GILLIES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 13746 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 12807 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 11507 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 6150 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, PROVIDE AND COORDINATE EDUCATIONAL AND OTHER MEMBER SERVICES WHILE PROMOTING THE ETHICAL CONDUCT OF ITS MEMBERS, WHO ARE INSURANCE AND FINANCIAL ADVISORS IN THE STATE OF LOUISIANA. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, PROVIDE AND COORDINATE EDUCATIONAL AND OTHER MEMBER SERVICES WHILE PROMOTING THE ETHICAL CONDUCT OF ITS MEMBERS, WHO ARE INSURANCE AND FINANCIAL ADVISORS IN THE STATE OF LOUISIANA. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROFESSIONAL DEVELOPMENT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 1 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 31422 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 30445 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 93686 |
| IRS990EZ/TotalRevenueAmt | 0 | 95549 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | LA.NAIFA.ORG |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 20520 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | 1 |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 89660 |
| IRS990ScheduleC/NonDedLbbyngPltclCyovAmt | 0 | 4017 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 12000 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 16017 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | 0 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | 0 |
| IRS990ScheduleC/TaxableAmt | 0 | -4503 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST AND DIVIDEND INCOME. AMOUNT: 5,889. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: MEETING EXPENSE. AMOUNT: 250. DESCRIPTION: ADVERTISING AND PROMOTION EXPENSE. AMOUNT: 16. DESCRIPTION: TRAVEL. AMOUNT: 533. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 34. DESCRIPTION: CONTRIBUTION EXPENSE. AMOUNT: 2,930. DESCRIPTION: TECH MAINTENANCE. AMOUNT: 3. DESCRIPTION: INSURANCE AND TAXES. AMOUNT: 2,000. DESCRIPTION: SUPPLIES, PRINTING AND POSTAGE. AMOUNT: 38. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 346. TOTAL TO FORM 990-EZ, LINE 16: 6,150. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: DISBANDED LA CHAPTER FUNDS. AMOUNT: 11,507. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCRUED REVENUE. BEG. OF YEAR AMOUNT: 11,179. END OF YEAR AMOUNT: 10,173. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,567. END OF YEAR AMOUNT: 2,634. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,012. END OF YEAR AMOUNT: 29. DESCRIPTION: ACCRUED LIABLITIES. BEG. OF YEAR AMOUNT: 938. END OF YEAR AMOUNT: 925. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 19,924. END OF YEAR AMOUNT: 20,029. DESCRIPTION: INTERCOMPANY PAYABLE. BEG. OF YEAR AMOUNT: 87. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 9,461. END OF YEAR AMOUNT: 9,462. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ABY HENNEBERRY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5042730003 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-06-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NAIFA LOUISIANA INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAIF |
| ReturnHeader/Filer/EIN | 0 | 726029436 |
| ReturnHeader/Filer/PhoneNum | 0 | 5042730003 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 600 STATE STREET STE 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 | 2025-06-25 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DARLENE M DANIELSON |
| ReturnHeader/ReturnTs | 0 | 2025-06-25T14:13:46-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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