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National Association Of Insurance & Financial Advisors Indiana Inc

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
$173k (2023)

Expenses
$231k (2023)

Total Assets
$232k (2023)

Total Liabilities
$12.8k (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 Form 990
Revenue
$172,763
Expenses
$230,509
Net Income
-$57,746
Net Assets
$219,720
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,950
5.2%
Program Services $83,676
48.4%
Investment Income $2,486
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $6,961
4.0%
Sales of Assets $15,443
8.9%
Net Inventory Sales $0
Other Revenue $55,247
32.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $57,783
25.1%
Professional Fundraising Fees $0
Other Salaries and Wages $53,316
23.1%
Assets/Debt
Total Assets $232,484
Total Liabilities $12,764
Net Assets $219,720
Compensation
Key Employees and Officers Compensation Related Other
Sandy Gray (Executive Director) $57,783 $0 $0
Daniel Stallings (President) $0 $0 $0
Jeremy Stackhouse (President Elect) $0 $0 $0
Zary Lete (Secretary/Treasurer) $0 $0 $0
Kyle Cyr (National Committeeman) $0 $0 $0
Joe Cerda (Past President) $0 $0 $0
Connie Marcum (Director) $0 $0 $0
Christopher Barnthouse (Director) $0 $0 $0
Thomas R Gearhart (Director) $0 $0 $0
Penny Gruener (Director) $0 $0 $0
Jason Smith (Director) $0 $0 $0
August Hardee (Director) $0 $0 $0
Mallie Reeder (Director) $0 $0 $0
Kent Burrows (Director) $0 $0 $0
Cynthia Kerstiens (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$156,079
Expenses
$218,053
Net Income
-$61,974
Net Assets
$265,391
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,345
20.1%
Program Services $84,808
54.3%
Investment Income $1,806
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,756
5.0%
Sales of Assets -$25,199
Net Inventory Sales $0
Other Revenue $55,563
35.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $57,783
26.5%
Professional Fundraising Fees $0
Other Salaries and Wages $56,318
25.8%
Assets/Debt
Total Assets $268,373
Total Liabilities $2,982
Net Assets $265,391
Compensation
Key Employees and Officers Compensation Related Other
Sandy Gray (Executive Director) $57,783 $0 $3,505
Daniel Stallings (President) $0 $0 $0
Jeremy Stackhouse (President Elect) $0 $0 $0
Zary Lete (Secretary/Treasurer) $0 $0 $0
Kyle Cyr (National Committeeman) $0 $0 $0
Joe Cerda (Past President) $0 $0 $0
Jeffrey Goralczyk (Director) $0 $0 $0
Marlon Hall (Director) $0 $0 $0
Penny Gruener (Director) $0 $0 $0
George Beutter (Director) $0 $0 $0
Thomas R Gearhart (Director) $0 $0 $0
Gary Schliessman (Director) $0 $0 $0
Rock Planck (Director) $0 $0 $0
Jason Smith (Director) $0 $0 $0
Jennifer Stamm (Director) $0 $0 $0
Christopher Barnthouse (Director) $0 $0 $0
Mallie Reeder (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$136,442
Expenses
$193,280
Net Income
-$56,838
Net Assets
$349,519
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,000
2.2%
Program Services $79,903
58.6%
Investment Income $3,304
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,911
5.8%
Sales of Assets $11,724
8.6%
Net Inventory Sales $0
Other Revenue $30,600
22.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $57,783
29.9%
Professional Fundraising Fees $0
Other Salaries and Wages $52,936
27.4%
Assets/Debt
Total Assets $372,020
Total Liabilities $22,501
Net Assets $349,519
Compensation
Key Employees and Officers Compensation Related Other
Sandy Gray (Executive Director) $57,783 $0 $5,740
Joe Cerda (President) $0 $0 $0
Daniel Stallings (President Elect) $0 $0 $0
Zary Lete (Secretary/Treasurer) $0 $0 $0
Kyle Cyr (National Committeeman) $0 $0 $0
William Barber (National Cc, Immediate Pas) $0 $0 $0
Jeffrey Goralczyk (Director) $0 $0 $0
Jeremy Stackhouse (Director) $0 $0 $0
Marlon Hall (Director) $0 $0 $0
Wanda Bell Brown (Director) $0 $0 $0
Andrea Bogard (Director) $0 $0 $0
Penny Gruener (Director) $0 $0 $0
George Beutter (Director) $0 $0 $0
Thomas R Gearhart (Director) $0 $0 $0
Gary Schliessman (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$119,032
Expenses
$185,738
Net Income
-$66,706
Net Assets
$378,566
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
4.2%
Program Services $89,437
75.1%
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 $24,595
20.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $63,680
34.3%
Professional Fundraising Fees $0
Other Salaries and Wages $54,234
29.2%
Assets/Debt
Total Assets $380,678
Total Liabilities $2,112
Net Assets $378,566
Compensation
Key Employees and Officers Compensation Related Other
Sandy Gray (Executive Director) $57,783 $0 $5,897
Joe Cerda (President) $0 $0 $0
Daniel Stallings (President Elect) $0 $0 $0
George Beutter (Secretary/Treasurer) $0 $0 $0
Kyle Cyr (National Committeeman) $0 $0 $0
William Barber (National Cc, Immediate Past) $0 $0 $0
Jeffrey Goralczyk (Director) $0 $0 $0
Jeremy Stackhouse (Director) $0 $0 $0
Marlon Hall (Director) $0 $0 $0
Wanda Bell Brown (Director) $0 $0 $0
Andrea Bogard (Director) $0 $0 $0
Joanne Rae Broadwater (Director) $0 $0 $0
Zary Lete (Director) $0 $0 $0
Thomas R Gearhart (Director) $0 $0 $0
Gary Schliessman (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$217,685
Expenses
$216,148
Net Income
$1,537
Net Assets
$413,939
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
2.3%
Program Services $186,247
85.6%
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 $26,438
12.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $66,857
30.9%
Professional Fundraising Fees $0
Other Salaries and Wages $54,872
25.4%
Assets/Debt
Total Assets $417,873
Total Liabilities $3,934
Net Assets $413,939
Compensation
Key Employees and Officers Compensation Related Other
Sandy Gray (Executive Director) $57,783 $0 $9,074
William Y Barber (President) $0 $0 $0
Joe Cerda (President Elect) $0 $0 $0
George Beutter (Secretary/Treasurer) $0 $0 $0
John Haffner (National Committeeman) $0 $0 $0
Wanda Bell Brown (Director) $0 $0 $0
Joanne Rae Broadwater (Director) $0 $0 $0
Daniel Stallings (Director) $0 $0 $0
Kyle Cyr (Director) $0 $0 $0
Jeffrey Goralczyk (Director) $0 $0 $0
Jeremy Stackhouse (Director) $0 $0 $0
Tonia Wainscott (Director) $0 $0 $0
Don Compton (Director) $0 $0 $0
Thomas R Gearhart (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$100,318
Expenses
$89,923
Net Income
$10,395
Net Assets
$358,608
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,000
7.0%
Program Services $70,109
69.9%
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 $23,209
23.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $33,027
36.7%
Professional Fundraising Fees $0
Other Salaries and Wages $23,944
26.6%
Assets/Debt
Total Assets $359,408
Total Liabilities $800
Net Assets $358,608

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$179,244
Expenses
$209,244
Net Income
-$30,000
Net Assets
$358,210
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
2.8%
Program Services $120,604
67.3%
Investment Income $5,980
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $47,660
26.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $66,055
31.6%
Professional Fundraising Fees $0
Other Salaries and Wages $43,012
20.6%
Assets/Debt
Total Assets $358,999
Total Liabilities $789
Net Assets $358,210
Compensation
Key Employees and Officers Compensation Related Other
Sandy Gray (Executive Director) $57,783 $0 $8,272
Kyle Cyr (Immediate Past President) $0 $0 $0
Rudy Mahara (President) $0 $0 $0
William Y Barber (President Elect) $0 $0 $0
George Andy Beutter (Treasurer) $0 $0 $0
John Haffner (National Committeeman) $0 $0 $0
Connie Marcum (Director) $0 $0 $0
Joanne Rae Broadwater (Director) $0 $0 $0
Patricia James (Director) $0 $0 $0
Joe Cerda (Secretary) $0 $0 $0
Wanda Bell Brown (Director) $0 $0 $0
David Knuth (Director) $0 $0 $0
Daniel Stallings (Director) $0 $0 $0
Thomas R Gearhart (Director) $0 $0 $0
Rick Watkins (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$201,677
Expenses
$242,278
Net Income
-$40,601
Net Assets
$363,041
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
2.5%
Program Services $141,959
70.4%
Investment Income $1,568
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $53,150
26.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $66,055
27.3%
Professional Fundraising Fees $0
Other Salaries and Wages $55,726
23.0%
Assets/Debt
Total Assets $365,080
Total Liabilities $2,039
Net Assets $363,041
Compensation
Key Employees and Officers Compensation Related Other
Sandy Gray (Executive Director) $57,783 $0 $7,869
Kevin Bell (Immediate Past President) $0 $0 $0
Kyle Cyr (President) $0 $0 $0
Rudy Mahara (President Elect) $0 $0 $0
George Andy Beutter (Treasurer) $0 $0 $0
William Y Barber (National Committeeman) $0 $0 $0
Connie Marcum (Director) $0 $0 $0
Joanne Rae Broadwater (Director) $0 $0 $0
Patricia James (Director) $0 $0 $0
Joe Cerda (Secretary) $0 $0 $0
Wanda Bell Brown (Director) $0 $0 $0
Scott Brennan (Director) $0 $0 $0
John Haffner (Director) $0 $0 $0
Janice Nielsen (Director) $0 $0 $0
Thomas R Gearhart (Director) $0 $0 $0
Rick Watkins (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$190,867
Expenses
$216,214
Net Income
-$25,347
Net Assets
$367,504
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
2.6%
Program Services $132,468
69.4%
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 $53,399
28.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $64,381
29.8%
Professional Fundraising Fees $0
Other Salaries and Wages $45,023
20.8%
Assets/Debt
Total Assets $370,688
Total Liabilities $3,184
Net Assets $367,504
Compensation
Key Employees and Officers Compensation Related Other
Sandy Gray (Executive Director) $58,158 $0 $6,223
David Welsheimer (Immediate Past President) $0 $0 $0
Kevin Bell (President) $0 $0 $0
Kyle Cyr (President Elect) $0 $0 $0
George Andy Beutter (Treasurer) $0 $0 $0
William Y Barber (National Committeeman) $0 $0 $0
Joe Cerda (Director) $0 $0 $0
Connie Marcum (Director) $0 $0 $0
Rick Watkins (Director) $0 $0 $0
Susan Wier (Director) $0 $0 $0
Rudy Mahara (Secretary) $0 $0 $0
Wanda Bell Brown (Director) $0 $0 $0
Scott Brennan (Director) $0 $0 $0
John Haffner (Director) $0 $0 $0
Janice Nielsen (Director) $0 $0 $0
Don Compton (Director) $0 $0 $0
Thomas Gearhart (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$202,030
Expenses
$223,242
Net Income
-$21,212
Net Assets
$378,463
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,500
3.7%
Program Services $146,830
72.7%
Investment Income $267
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,155
Net Inventory Sales $0
Other Revenue $48,588
24.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $65,296
29.2%
Professional Fundraising Fees $0
Other Salaries and Wages $45,198
20.2%
Assets/Debt
Total Assets $383,021
Total Liabilities $4,558
Net Assets $378,463
Compensation
Key Employees and Officers Compensation Related Other
Sandy Gray (Executive Director) $58,158 $0 $7,138
David Welsheimer (President) $0 $0 $0
Kevin Bell (President Elect) $0 $0 $0
Kyle Cyr (Secretary) $0 $0 $0
George Andy Beutter (Treasurer) $0 $0 $0
William Y Barber (National Committeeman) $0 $0 $0
Beth Beasley (Immediate Past President) $0 $0 $0
Clint Fish (Director) $0 $0 $0
Steven Reuter (Director) $0 $0 $0
John Haffner (Director) $0 $0 $0
Rudy Mahara (Director) $0 $0 $0
Matthew Ricke (Director) $0 $0 $0
Joe Cerda (Director) $0 $0 $0
Connie Marcum (Director) $0 $0 $0
Rick Watkins (Director) $0 $0 $0
Susan Wier (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$433,484
Expenses
$238,148
Net Income
$195,336
Net Assets
$399,675
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,500
1.7%
Program Services $161,649
37.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $213,707
49.3%
Net Inventory Sales $0
Other Revenue $50,628
11.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $59,050
24.8%
Professional Fundraising Fees $0
Other Salaries and Wages $47,403
19.9%
Assets/Debt
Total Assets $403,308
Total Liabilities $3,633
Net Assets $399,675

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$216,842
Expenses
$242,057
Net Income
-$25,215
Net Assets
$204,339
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,750
4.0%
Program Services $154,511
71.3%
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 $53,581
24.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $99,588
41.1%
Assets/Debt
Total Assets $206,197
Total Liabilities $1,858
Net Assets $204,339

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$258,588
Expenses
$263,233
Net Income
-$4,645
Net Assets
$229,554
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,031
6.6%
Program Services $182,433
70.5%
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 $59,124
22.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $98,910
37.6%
Assets/Debt
Total Assets $234,537
Total Liabilities $4,983
Net Assets $229,554

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$235,771
Expenses
$233,889
Net Income
$1,882
Net Assets
$234,199
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
2.1%
Program Services $171,266
72.6%
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 $59,505
25.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $90,332
38.6%
Assets/Debt
Total Assets $236,265
Total Liabilities $2,066
Net Assets $234,199

Document Links

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

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

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

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

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

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

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.

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