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National Association Of Insurance And Financial Advisors Ohio

  • Cedar Falls, IA
  • Tax-exempt since Dec. 1952
  • EIN: 31-4354182

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$103k (2023)

Expenses
$100k (2023)

Total Assets
$135k (2023)

Total Liabilities
$50.4k (2023)

Years with multiple filings
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$103,166
Expenses
$99,989
Net Income
$3,177
Net Assets
$85,016
Notable Sources of Revenue Percent of Total Revenue
Contributions $530
0.5%
Program Services $2,665
2.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,187
5.0%
Assets/Debt
Total Assets $135,436
Total Liabilities $50,420
Net Assets $85,016
Compensation
Key Employees and Officers Compensation Other
Tracy Cartwright (President) $0 $0
Brett Ketvertis (President Elect) $0 $0
Derek Scheetz (Sec/Treasurer) $0 $0
Duane Borcherding (Past President) $0 $0
Gary Gergley (Director) $0 $0
Elena Lubenets (Director) $0 $0
Elie Harriett (Director) $0 $0
Bill Kecskemety (Natl Committee) $0 $0
Tim Finster (Director) $0 $0
Dioni Trevino (Director) $0 $0
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Document Links

990-EZ
Filed on June 10, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$120,096
Expenses
$116,206
Net Income
$3,890
Net Assets
$81,839
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,638
8.0%
Program Services $4,062
3.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,264
4.4%
Assets/Debt
Total Assets $132,313
Total Liabilities $50,474
Net Assets $81,839
Compensation
Key Employees and Officers Compensation Other
Tracy Cartwright (President) $0 $0
Brett Ketvertis (President Elect) $0 $0
Derek Scheetz (Sec/Treasurer) $0 $0
Duane Borcherding (Past President) $0 $0
Gary Gergley (Director) $0 $0
Dan Brookman (Director) $0 $0
Elie Harriett (Director) $0 $0
Bill Kecskemety (Natl Committee) $0 $0
Tim Finster (Director) $0 $0
Dioni Trevino (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 10, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$108,371
Expenses
$124,958
Net Income
-$16,587
Net Assets
$77,949
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,921
1.8%
Program Services $1,320
1.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,688
7.1%
Assets/Debt
Total Assets $137,390
Total Liabilities $59,441
Net Assets $77,949
Compensation
Key Employees and Officers Compensation Other
Duane Borcherding (President) $0 $0
Tracy Cartwright (President Elect) $0 $0
Brett Ketvertis (Sec/Treasurer) $0 $0
Mark Bauman (Past President) $0 $0
Charles Brown (Director) $0 $0
Jerod Cook (Director) $0 $0
Elie Harriett (Director) $0 $0
Bill Kecskemety (Natl Committee) $0 $0
Andrea Nameche (Director) $0 $0
Derek Scheetz (Director) $0 $0
David Cranfield (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 11, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$96,600
Expenses
$112,541
Net Income
-$15,941
Net Assets
$95,071
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,031
6.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $145,531
Total Liabilities $50,460
Net Assets $95,071
Compensation
Key Employees and Officers Compensation Other
Duane Borcherding (President) $0 $0
Tracy Cartwright (President Elect) $0 $0
Brett Ketvertis (Sec/Treasurer) $0 $0
Mark Bauman (Past President) $0 $0
Charlie Brown (Trustee) $0 $0
Jerod Cook (Trustee) $0 $0
Elie Harriett (Trustee) $0 $0
Bill Kecskemety (Trustee) $0 $0
Suzanne Carawan (Trustee) $0 $0
Andrea Nameche (Trustee) $0 $0
Derek Scheetz (Trustee) $0 $0
David Cranfield (Trustee) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 14, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$142,698
Expenses
$125,033
Net Income
$17,665
Net Assets
$129,662
Notable Sources of Revenue Percent of Total Revenue
Contributions $102,495
71.8%
Program Services $36,955
25.9%
Investment Income $3,248
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $139,610
Total Liabilities $9,948
Net Assets $129,662

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$81,561
Expenses
$104,550
Net Income
-$22,989
Net Assets
$111,996
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,990
80.9%
Program Services $15,571
19.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $111,996
Total Liabilities $0
Net Assets $111,996

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$153,660
Expenses
$181,428
Net Income
-$27,768
Net Assets
$134,986
Notable Sources of Revenue Percent of Total Revenue
Contributions $113,770
74.0%
Program Services $39,882
26.0%
Investment Income $8
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $134,986
Total Liabilities $0
Net Assets $134,986

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$167,879
Expenses
$194,172
Net Income
-$26,293
Net Assets
$162,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $135,369
80.6%
Program Services $31,858
19.0%
Investment Income $652
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $163,513
Total Liabilities $759
Net Assets $162,754

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$180,609
Expenses
$209,396
Net Income
-$28,787
Net Assets
$189,047
Notable Sources of Revenue Percent of Total Revenue
Contributions $149,036
82.5%
Program Services $29,167
16.1%
Investment Income $2,406
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $257,308
Total Liabilities $68,261
Net Assets $189,047

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$226,827
Expenses
$243,805
Net Income
-$16,978
Net Assets
$217,834
Notable Sources of Revenue Percent of Total Revenue
Contributions $176,312
77.7%
Program Services $50,515
22.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $251,905
Total Liabilities $34,071
Net Assets $217,834

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$237,149
Expenses
$263,431
Net Income
-$26,282
Net Assets
$234,812
Notable Sources of Revenue Percent of Total Revenue
Contributions $182,166
76.8%
Program Services $54,983
23.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $236,420
Total Liabilities $1,608
Net Assets $234,812

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$251,751
Expenses
$279,279
Net Income
-$27,528
Net Assets
$257,932
Notable Sources of Revenue Percent of Total Revenue
Contributions $193,835
77.0%
Program Services $57,894
23.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $22
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $278,142
Total Liabilities $20,210
Net Assets $257,932

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$259,876
Expenses
$276,482
Net Income
-$16,606
Net Assets
$256,717
Notable Sources of Revenue Percent of Total Revenue
Contributions $201,995
77.7%
Program Services $52,026
20.0%
Investment Income $5,499
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $356
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $265,650
Total Liabilities $8,933
Net Assets $256,717

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$293,266
Expenses
$315,405
Net Income
-$22,139
Net Assets
$279,641
Notable Sources of Revenue Percent of Total Revenue
Contributions $216,485
73.8%
Program Services $63,586
21.7%
Investment Income $13,195
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $289,748
Total Liabilities $10,107
Net Assets $279,641

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated