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National Association Of Insurance And Financial Advisors Iowa

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
$220k (2023)

Expenses
$217k (2023)

Total Assets
$576k (2023)

Total Liabilities
$58.2k (2023)

Years with multiple filings
Source: Form 990 tax filings from 2013 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
$220,355
Expenses
$217,277
Net Income
$3,078
Net Assets
$517,886
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,934
4.5%
Program Services $193,599
87.9%
Investment Income $7,641
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,181
4.2%
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 $576,052
Total Liabilities $58,166
Net Assets $517,886
Compensation
Key Employees and Officers Compensation Related Other
Roger Mccullough (Ntnl Cmtee Prsn) $0 $0 $0
Mike Grandgeorge (Treasurer) $0 $0 $0
Lynn Schreder (Past President) $0 $0 $0
Craig Adamson (Vp Ifapac) $0 $0 $0
Ann Hudson (Vp Lili) $0 $0 $0
Brenda Eckard (Vp Affl Program) $0 $0 $0
Barry Delp (President) $0 $0 $0
Peg Fraser (Vp Convention) $0 $0 $0
Barb Collins (Vp Grassroots) $0 $0 $0
Danny Mielneczek (Vp Yat) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$247,392
Expenses
$251,940
Net Income
-$4,548
Net Assets
$472,824
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,931
4.4%
Program Services $207,719
84.0%
Investment Income $9,515
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,207
Net Inventory Sales $0
Other Revenue $24,434
9.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $536,667
Total Liabilities $63,843
Net Assets $472,824
Compensation
Key Employees and Officers Compensation Related Other
Roger Mccullough (Ntnl Cmtee Prsn) $0 $0 $0
Mike Grandgeorge (Past President) $0 $0 $0
Peg Antonelli (Vp Marketing) $0 $0 $0
Lynn Schreder (President) $0 $0 $0
Craig Adamson (Vp Ifapac) $0 $0 $0
Jeff Kaiden (Vp Treasurer) $0 $0 $0
Ann Hudson (Vp Membership) $0 $0 $0
Brenda Eckard (Vp Affl Program) $0 $0 $0
Barry Delp (President Elect) $0 $0 $0
Peg Fraser (Vp Convention) $0 $0 $0
Dave Beaty (Vp Affl Progrm) $0 $0 $0
Barb Collins (Vp Grassroots) $0 $0 $0
Randy Kruse (Vp Membership) $0 $0 $0
Danny Mielneczek (Vp Yat) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$191,270
Expenses
$243,410
Net Income
-$52,140
Net Assets
$538,520
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,745
4.6%
Program Services $174,690
91.3%
Investment Income $6,911
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $924
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $623,310
Total Liabilities $84,790
Net Assets $538,520
Compensation
Key Employees and Officers Compensation Related Other
Roger Mccullough (Ntnl Cmtee Prsn) $0 $0 $0
Mike Grandgeorge (Past President) $0 $0 $0
Peg Antonelli (Vp Marketing) $0 $0 $0
Lynn Schreder (President) $0 $0 $0
Craig Adamson (Vp Ifapac) $0 $0 $0
Jeff Kaiden (Vp Treasurer) $0 $0 $0
Randy Kruse (Vp Membership) $0 $0 $0
Brenda Eckard (Vp Affl Program) $0 $0 $0
Barry Delp (President Elect) $0 $0 $0
Peg Fraser (Vp Convention) $0 $0 $0
Ann Hudson (Vp Membership) $0 $0 $0
Dave Beaty (Vp Affl Progrm) $0 $0 $0
Barb Collins (Vp Grassroots) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$189,769
Expenses
$251,832
Net Income
-$62,063
Net Assets
$492,241
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,783
4.6%
Program Services $164,151
86.5%
Investment Income $8,958
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,877
4.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $582,282
Total Liabilities $90,041
Net Assets $492,241
Compensation
Key Employees and Officers Compensation Related Other
Dane Johnston (Past President) $0 $0 $0
Roger Mccullough (National Comm) $0 $0 $0
Mike Grandgeorge (President) $0 $0 $0
Peg Antonelli (Affiliate Dvmt) $0 $0 $0
Lynn Schreder (President Elect) $0 $0 $0
Rhonda Fitchett (Programs) $0 $0 $0
Craig Adamson (Ifapac) $0 $0 $0
Jeff Kaiden (Treasurer) $0 $0 $0
Randy Kruse (Membership) $0 $0 $0
Kari Stuckel (Programs) $0 $0 $0
Brenda Eckard (Membership) $0 $0 $0
Barry Delp (Grassroots) $0 $0 $0
Peg Fraser (Programs) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$96,346
Expenses
$99,281
Net Income
-$2,935
Net Assets
$505,793
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,332
6.6%
Program Services $82,308
85.4%
Investment Income $5,441
5.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,265
2.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $610,078
Total Liabilities $104,285
Net Assets $505,793

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$208,974
Expenses
$206,562
Net Income
$2,412
Net Assets
$477,318
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,626
3.2%
Program Services $171,709
82.2%
Investment Income $22,233
10.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,406
4.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $587,127
Total Liabilities $109,809
Net Assets $477,318
Compensation
Key Employees and Officers Compensation Related Other
Clint Hinderaker (President) $0 $0 $0
Roger Mccullough (Natl Comm Chair) $0 $0 $0
Barry Delp (Vice President) $0 $0 $0
Neil Wilkinson (Past President) $0 $0 $0
Brent Hinerichsen (President Elect) $0 $0 $0
Barbara Collins (Vice President) $0 $0 $0
Dane Johnston (Vice President) $0 $0 $0
Rhonda Fitchett (Vice President) $0 $0 $0
Craig Adamson (Vice President) $0 $0 $0
Mike Grandgeorge (Secretary/Treas) $0 $0 $0
Jeffrey Kaiden (Vice President) $0 $0 $0
Lynn Schreder (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$198,866
Expenses
$207,570
Net Income
-$8,704
Net Assets
$432,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,391
3.2%
Program Services $172,117
86.5%
Investment Income $9,121
4.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,237
5.7%
Assets/Debt
Total Assets $481,244
Total Liabilities $48,765
Net Assets $432,479
Compensation
Key Employees and Officers Compensation Other
Steven R Dewey (Past President) $0 $0
Clint Hinderaker (President Elect) $0 $0
Roger Mccullough (Natl Comm Chair) $0 $0
Barry Delp (Vice President) $0 $0
Neil Wilkinson (President) $0 $0
Brent Hinerichsen (Vice President) $0 $0
Dave Beaty (Natl Trustee) $0 $0
Barbara Collins (Vice President) $0 $0
Dane Johnston (Vice President) $0 $0
Rhonda Fitchett (Vice President) $0 $0
Gabe Bowers (Vice President) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$211,890
Expenses
$280,404
Net Income
-$68,514
Net Assets
$408,717
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,675
1.7%
Program Services $190,555
89.9%
Investment Income $9,830
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,830
3.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $458,802
Total Liabilities $50,085
Net Assets $408,717
Compensation
Key Employees and Officers Compensation Related Other
Steven R Dewey (President) $0 $0 $0
Clint Hinderaker (Vice President) $0 $0 $0
Greg Johnson (Past President) $0 $0 $0
Roger Mccullough (Natl Comm Chair) $0 $0 $0
Barry Delp (Vice President) $0 $0 $0
Neil Wilkinson (President Elect) $0 $0 $0
Brent Hinerichsen (Vice President) $0 $0 $0
Dave Beaty (Natl Trustee) $0 $0 $0
Barbara Collins (Vice President) $0 $0 $0
Dane Johnston (Vice President) $0 $0 $0
Rhonda Fitchett (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$246,310
Expenses
$249,822
Net Income
-$3,512
Net Assets
$449,780
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,198
2.5%
Program Services $228,154
92.6%
Investment Income $10,392
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,566
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $506,183
Total Liabilities $56,403
Net Assets $449,780
Compensation
Key Employees and Officers Compensation Related Other
Steven R Dewey (President Elect) $0 $0 $0
Clint Hinderaker (Vice President) $0 $0 $0
Greg Johnson (President) $0 $0 $0
Roger Mccullough (Natl Comm Chair) $0 $0 $0
Anthony Schau (Past President) $0 $0 $0
Barry Delp (Vice President) $0 $0 $0
Dane Johnson (Vice President) $0 $0 $0
Neil Wilkinson (Secretary/Treas) $0 $0 $0
Brent Hinerichsen (Vice President) $0 $0 $0
Dave Beaty (Natl Trustee) $0 $0 $0
Lynn Schreder (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$283,882
Expenses
$296,072
Net Income
-$12,190
Net Assets
$485,221
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,541
2.7%
Program Services $264,144
93.0%
Investment Income $11,010
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,187
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $577,719
Total Liabilities $92,498
Net Assets $485,221
Compensation
Key Employees and Officers Compensation Related Other
Steven R Dewey (Vice President) $0 $0 $0
Clint Hinderaker (Vice President) $0 $0 $0
Barry Delp (Vice President) $0 $0 $0
Martin Berger (Vice President) $0 $0 $0
Neil Wilkinson (Vice President) $0 $0 $0
Brent Hinerichsen (Vice President) $0 $0 $0
Barry Johnson (Past President) $0 $0 $0
Greg Johnson (President Elect) $0 $0 $0
Roger Mccullough (Natl Comm Chair) $0 $0 $0
Anthony Schau (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$292,995
Expenses
$296,084
Net Income
-$3,089
Net Assets
$484,534
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,467
1.9%
Program Services $277,960
94.9%
Investment Income $7,118
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,450
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $576,667
Total Liabilities $92,133
Net Assets $484,534
Compensation
Key Employees and Officers Compensation Related Other
Barry Johnson (President) $0 $0 $0
Steven R Dewey (Vice President) $0 $0 $0
Richard Dobson (Vice President) $0 $0 $0
Greg Johnson (Vice President) $0 $0 $0
Roger Mccullough (Natl Comm Chair) $0 $0 $0
Anthony Schau (President Elect) $0 $0 $0
Paul Zietlow (Vice President) $0 $0 $0
Martin Berger (Vice President) $0 $0 $0
David A Beaty (Past President) $0 $0 $0
Neil Wilkinson (Vice President) $0 $0 $0
Bruce Hinerichsen (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$300,890
Expenses
$314,979
Net Income
-$14,089
Net Assets
$419,300
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,803
1.6%
Program Services $286,287
95.1%
Investment Income $8,575
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,225
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $515,283
Total Liabilities $95,983
Net Assets $419,300

Document Links

Fiscal Year Ending June
2012

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
2011

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
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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