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EIN 41-0775829

National Association of Insurance and Financial Advisors

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Mahtomedi
State
Minnesota
Year formed
1927
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
National Association of Insurance and Financial Advisors - Minnesota advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes the ethical conduct of its members. It offers educational classes such as seminars on topics relevant to the life insurance industry including changes in regulations & issues. Additionally, it provides insurance services that assist its membership with the purchase of errors and omissions insurance.
Related structure
National Association of Insurance and Financial Advisors is a parent organization to a group of 18 other organizations.
Also known as...
Minnesota Association of Insurance and Financial Advisors
Total revenues
$119,564
2023
Total expenses
$112,919
2023
Total assets
$106,592
2023
Num. employees
0
2018

Program areas at National Association of Insurance and Financial Advisors

Insurance services- assist membership with the purhcase of errors and ommissions Insurance.
Educational classes- seminars on topics relevant to the life Insurance industry(changes in regulations & issues)

Personnel at National Association of Insurance and Financial Advisors

NameTitleCompensation
Corey AndersonVice President Advocacy$0
Drew DewittVice President Programs$0
Julie PhillipsExecutive Director
Rob LandgrafPast President / President / Treasurer / Area Director$0
Allison KrausPresident / Secretary and Treasurer$0
...and 6 more key personnel

Financials for National Association of Insurance and Financial Advisors

RevenuesFYE 12/2023
Total grants, contributions, etc.$113,085
Program services$6,130
Membership dues$109,963
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$349
Total revenues$119,564

Form 990s for National Association of Insurance and Financial Advisors

Fiscal year endingDate received by IRSFormPDF link
2023-122024-07-18990EZView PDF
2022-122023-05-08990EZView PDF
2021-122022-05-11990EZView PDF
2020-122021-10-05990EZView PDF
2018-122020-02-12990OView PDF
...and 9 more Form 990s
Data update history
July 8, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
June 29, 2023
Posted financials
Added Form 990EZ for fiscal year 2020
June 26, 2023
Updated personnel
Identified 5 new personnel
May 14, 2023
Used new vendors
Identified 1 new vendor, including
April 28, 2021
Posted financials
Added Form 990 for fiscal year 2018
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Human servicesJobs and employmentBusiness and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
1316 Warner Ave N
Mahtomedi, MN 55115
Metro area
Minneapolis-St. Paul-Bloomington, MN-WI
County
Washington County, MN
Website URL
mn.naifa.org 
Phone
(651) 366-6091
IRS details
EIN
41-0775829
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
1927
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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