National Association Of Insurance And Financial Advisors-Ohio
- Assets
- $135.4k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Cedar Falls, IA
- Founding
- 12/1952
- Data as of
- 12/2023
- EIN
- 31-4354182
Organization Overview
National Association Of Insurance And Financial Advisors-Ohio is located in Cedar Falls, IA. The organization was established in 1952. According to its NTEE Classification (Y03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. National Association Of Insurance And Financial Advisors-Ohio is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2023, National Association Of Insurance And Financial Advisors-Ohio generated $103.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (6.3%) each year. All expenses for the organization totaled $100.0k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (4.4%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
ENHANCE THE BUSINESS AND PROFESSIONAL SKILLS OF MEMBERS, PROMOTE THE PROFESSION AND ETHICAL CONDUCT OF ADVISORS, ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tracy Cartwright President | 4 | $0 | |
Brett Ketvertis President Elect | 4 | $0 | |
Derek Scheetz Sec/treasurer | 4 | $0 | |
Duane Borcherding Past President | 4 | $0 | |
Gary Gergley Director | 2 | $0 | |
Elena Lubenets Director | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $530 |
| Total Program Service Revenue | $2,665 |
| Membership dues | $94,784 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $5,187 |
| Total Revenue | $103,166 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $90,575 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $9,414 |
| Total expenses | $99,989 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $113,057 |
| Other assets | $0 |
| Total assets | $135,436 |
| Total liabilities | $50,420 |
| Net assets or fund balances | $85,016 |