EIN 39-0967153

NAIFA-Wisconsin

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
State
Year formed
1973
Most recent tax filings
2023-12-01
NTEE code, primary
Description
NAIFA-Wisconsin advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes the ethical conduct of its members. It conducts an annual sales convention to provide educational credits required by members to meet professional licensing requirements. Furthermore, an electronic monthly newsletter containing educational and sales promotion materials is distributed to all members.
Related structure
NAIFA-Wisconsin is a parent organization to a group of 15 other organizations.
Also known as...
Wisconsin State Association of Life Underwriters
Total revenues
$114,825
2023
Total expenses
$112,363
2023
Total assets
$45,608
2023
Num. employees
n/a

Personnel at NAIFA-Wisconsin

NameTitleCompensation
Patrick MoginVice President - Membership$0
Mark MillerVice President - Advocacy$0
Michael SmithVice President - Programs$0
Julie PhillipsExecutive Director
Wendy G SpeckermanChief Financial Officer
...and 1 more key personnel

Financials for NAIFA-Wisconsin

RevenuesFYE 12/2023
Total grants, contributions, etc.$83,968
Program services$29,800
Membership dues$82,660
Investment income and dividends$0
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$1,057
Total revenues$114,825

Form 990s for NAIFA-Wisconsin

Fiscal year endingDate received by IRSFormPDF link
2023-122024-06-10990EZView PDF
2022-122023-05-08990EZView PDF
2021-122022-05-13990EZView PDF
2020-122021-05-28990EZView PDF
2019-122021-04-15990EZView PDF
...and 11 more Form 990s
Data update history
July 20, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
July 3, 2023
Updated personnel
Identified 3 new personnel
October 19, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
September 12, 2021
Posted financials
Added Form 990EZ for fiscal year 2019
September 12, 2021
Updated personnel
Identified 7 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Science and technologyBusiness and industry
Characteristics
MembershipsPartially liquidatedNo full-time employees
General information
Address
600 State St A
Cedar Falls, IA 50613
Metro area
Waterloo-Cedar Falls, IA
County
Black Hawk County, IA
Website URL
wi.naifa.org/ 
Phone
(608) 455-6674
IRS details
EIN
39-0967153
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
1973
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Parent of group exemption
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