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EIN 94-1120047

National Association of Insurance and Financial Advisors - California

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Cedar Falls
State
Iowa
Year formed
1937
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
National Association of Insurance and Financial Advisors - California aims to enhance the business and professional skills of its members, promote their professional and ethical conduct, and advocate for a positive legislative and regulatory environment. It offers educational and training programs such as an annual convention, workshops, and other events to provide up-to-date trade information, sales training, and networking opportunities. Additionally, it organizes a Day on the Hill event where members can meet their state legislators to discuss issues related to their industry.
Total revenues
$323,647
2023
Total expenses
$337,602
2023
Total assets
$596,642
2023
Num. employees
0
2023

Program areas at National Association of Insurance and Financial Advisors - California

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.

Personnel at National Association of Insurance and Financial Advisors - California

NameTitleCompensation
Corey G MathewsExecutive Director
Artem MulitsaPast Executive Director
Mimie Yoon-LeePast President$0
Marc BregmanPresident$0
John NilmeierNTL Comm Person$0
...and 7 more key personnel

Financials for National Association of Insurance and Financial Advisors - California

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$304,607
Investment income and dividends$17,019
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-1,001
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$3,022
Total revenues$323,647

Form 990s for National Association of Insurance and Financial Advisors - California

Fiscal year endingDate received by IRSFormPDF link
2023-122024-09-05990View PDF
2022-122023-05-26990View PDF
2022-122023-05-12990View PDF
2021-122022-09-20990View PDF
2020-122022-04-19990OView PDF
...and 5 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 26, 2023
Updated personnel
Identified 1 new personnel
July 19, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 1, 2023
Updated personnel
Identified 3 new personnel
June 9, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Business and industry
Characteristics
MembershipsPolitical advocacyNo full-time employees
General information
Address
600 State St Ste A
Cedar Falls, IA 50613
Metro area
Waterloo-Cedar Falls, IA
County
Black Hawk County, IA
Website URL
ca.naifa.org/ 
Phone
(844) 536-9339
IRS details
EIN
94-1120047
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1937
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
Independent
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