National Association Of Insurance & Financial Advisors North Dakota

Cedar Falls, IA
Tax-exempt since June 1977
EIN: 45-0339465

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(6) Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Revenue

$56.1k (2024)

Expenses

$54.2k (2024)

Total Assets

$254k (2024)

Total Liabilities

$42.9k (2024)

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$56,092

Expenses

$54,214

Net Income

$1,878

Net Assets

$210,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$425	0.8%
Program Services	$38,968	69.5%
Investment Income	$6,188	11.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$10,511	18.7%
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	$253,869
Total Liabilities	$42,886
Net Assets	$210,983

Compensation

Key Employees and Officers	Compensation	Related	Other
Kim Albert (Director)	$0	$0	$0
Jeremy Vidmar (Director)	$0	$0	$0
Danielle Zimbrick (Director)	$0	$0	$0
Bonnie Sprecher (Director)	$0	$0	$0
Paul Siebert (Past President)	$0	$0	$0
Steve Bergee (President)	$0	$0	$0
Stacy Norton (President Elect)	$0	$0	$0
Jessica Westgard Larson (Secretary/Treasurer)	$0	$0	$0

+ View more people

990

Filed on July 17, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$87,280

Expenses

$61,832

Net Income

$25,448

Net Assets

$204,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,191	1.4%
Program Services	$12,586	14.4%
Investment Income	$4,406	5.0%
Net Fundraising	$0
Sales of Assets	$33,441	38.3%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$248,207
Total Liabilities	$43,586
Net Assets	$204,621

Compensation

Key Employees and Officers	Compensation	Other
Paul Siebert (President)	$0	$0
Steve Bergee (President Elect)	$0	$0
Lyle Kraft (Past President)	$0	$0
Kim Albert (Vp Advocacy)	$0	$0
Danielle Zimbrick (Vp Programs)	$0	$0
Jeremy Vidmar (Vp Membership)	$0	$0
Stacy Norton (Secretary/Treas)	$0	$0

+ View more people

990-EZ

Filed on July 29, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$49,104

Expenses

$60,997

Net Income

-$11,893

Net Assets

$194,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,063	2.2%
Program Services	$1,200	2.4%
Investment Income	$3,684	7.5%
Net Fundraising	$1,085	2.2%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$185	0.4%

Assets/Debt
Total Assets	$238,932
Total Liabilities	$44,168
Net Assets	$194,764

Compensation

Key Employees and Officers	Compensation	Other
Lyle Kraft (President)	$0	$0
Paul Siebert (President Elect)	$0	$0
Steve Walker (Past President)	$0	$0
Kim Albert (Vp Advocacy)	$0	$0
Jessica Westgard Larson (Vp Programs)	$0	$0
Jeremy Vidmar (Vp Membership)	$0	$0
Stacy Norton (Secretary/Treas)	$0	$0

+ View more people

990-EZ

Filed on May 8, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$71,840

Expenses

$65,505

Net Income

$6,335

Net Assets

$237,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,215	4.5%
Program Services	$18,120	25.2%
Investment Income	$7,960	11.1%
Net Fundraising	-$586
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$342	0.5%

Assets/Debt
Total Assets	$282,118
Total Liabilities	$45,027
Net Assets	$237,091

Compensation

Key Employees and Officers	Compensation	Other
Lyle Kraft (President)	$0	$0
Hank Prien (President Elect)	$0	$0
Paul Siebert (Sec/Treasurer)	$0	$0
Steve Walker (Past President)	$0	$0
Dan Peterson (Natl Committee)	$0	$0
Jessica Westgard Larson (Vice President)	$0	$0
Lindsey Vogel (Vice President)	$0	$0

+ View more people

990-EZ

Filed on May 11, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$59,424

Expenses

$54,598

Net Income

$4,826

Net Assets

$220,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,073	3.5%
Program Services	$52,406	88.2%
Investment Income	$4,885	8.2%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$60	0.1%

Assets/Debt
Total Assets	$266,413
Total Liabilities	$45,660
Net Assets	$220,753

Compensation

Key Employees and Officers	Compensation	Other
Steve Walker (President)	$0	$0
Lyle Kraft (President Elect)	$0	$0
Hank Prien (Sec/Treasurer)	$0	$0
Dan Peterson (Past President)	$0	$0
Tim Deitemeyer (Natl Committee)	$0	$0
Paul Siebert (Vice President)	$0	$0
Dave Gross (Vice President)	$0	$0
Stacy Norton (Freedom Bldr)	$0	$0
Kim Albert (Govt Relations)	$0	$0
Gregg Webster (Health & Ee Ben)	$0	$0
Lyle Kraft (Membership)	$0	$0
Jamey Pesek (Prof Developmen)	$0	$0
Amanda Holt (Yat)	$0	$0

+ View more people

990-EZ

Filed on May 14, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$108,665

Expenses

$87,750

Net Income

$20,915

Net Assets

$212,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$7,626	7.0%
Program Services	$35,375	32.6%
Investment Income	$5,079	4.7%
Net Fundraising	$2,101	1.9%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$239,412
Total Liabilities	$27,114
Net Assets	$212,298

Compensation

Key Employees and Officers	Compensation	Other
Julie Phillips (Executive Director)	$32,071	$0
Daniel Peterson (President)	$0	$0
Steve Walker (President Elect)	$0	$0
Shari Hanson (Immediate Past President)	$0	$0
Lyle Kraft (Secretary/Treasurer)	$0	$0
Tim Deitemeyer (National Committee Person)	$0	$0

+ View more people

990-EZ

Filed on Sept. 2, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$19,824

Expenses

$28,231

Net Income

-$8,407

Net Assets

$180,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,912	14.7%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$180,379
Total Liabilities	$0
Net Assets	$180,379

990-EZ

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

PDF

Fiscal Year Ending June
2018

Revenue

$50,794

Expenses

$59,129

Net Income

-$8,335

Net Assets

$198,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,238	4.4%
Program Services	$20,120	39.6%
Investment Income	$1,023	2.0%
Net Fundraising	$0
Sales of Assets	$1,271	2.5%
Net Inventory Sales	$0
Other Revenue	$150	0.3%

Assets/Debt
Total Assets	$198,575
Total Liabilities	$0
Net Assets	$198,575

Compensation

Key Employees and Officers	Compensation	Other
Julie Phillips (Association Executive)	$18,000	$0
Shari Hanson (President)	$0	$0
Daniel Peterson (President Elect)	$0	$0
Lyle Berndt (Secretary/Treasurer)	$0	$0
Wanda Vining Alber (Immediate Past President)	$0	$0
Tim Deitemeyer (National Committee Person)	$0	$0

+ View more people

990-EZ

Filed on May 14, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$57,891

Expenses

$57,687

Net Income

$204

Net Assets

$202,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,140	17.5%
Program Services	$17,219	29.7%
Investment Income	$314	0.5%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$202,274
Total Liabilities	$0
Net Assets	$202,274

Compensation

Key Employees and Officers	Compensation	Other
Nancy Buechler (Association Executive)	$25,560	$0
Wanda Vining Alber (President)	$0	$0
Shari Hanson (President Elect)	$0	$0
Daniel Peterson (Sec Treas)	$0	$0
Keith Phillips (National Committee Person)	$0	$0
Tim Deitemeyer (Immediate Past President)	$0	$0

+ View more people

990-EZ

Filed on April 16, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$53,091

Expenses

$62,514

Net Income

-$9,423

Net Assets

$189,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,757	3.3%
Program Services	$16,052	30.2%
Investment Income	$1,777	3.3%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$195,800
Total Liabilities	$6,728
Net Assets	$189,072

Compensation

Key Employees and Officers	Compensation	Other
James Simons (Past President)	$0	$0
Wanda Vining Alber (Pres Elect)	$0	$0
Shari Hanson (Sec Treas)	$0	$0
Tim Deitemeyer (President)	$0	$0
Keith Phillips (Nat'l Comm Pers)	$0	$0
Nancy Buechler (Assoc Exec)	$0	$0

+ View more people

990-EZ

Filed on Feb. 13, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2015

Revenue

$58,659

Expenses

$67,499

Net Income

-$8,840

Net Assets

$200,434

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$653	1.1%
Program Services	$21,260	36.2%
Investment Income	$2,086	3.6%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$202,237
Total Liabilities	$1,803
Net Assets	$200,434

Compensation

Key Employees and Officers	Compensation	Other
James Simons (President)	$0	$0
Wanda Vining Alber (Sec Treas)	$0	$0
Gregg Webster (Past President)	$0	$0
Tim Deitemeyer (Pres Elect)	$0	$0
Keith Phillips (Nat'l Comm Pers)	$0	$0
Nancy Buechler (Assoc Exec)	$0	$0

+ View more people

990-EZ

Filed on Nov. 10, 2015

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending June
2014

Revenue

$60,034

Expenses

$61,367

Net Income

-$1,333

Net Assets

$209,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$890	1.5%
Program Services	$21,095	35.1%
Investment Income	$1,641	2.7%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$209,318
Total Liabilities	$0
Net Assets	$209,318

Compensation

Key Employees and Officers	Compensation	Other
James Simons (Pres Elect)	$0	$0
Jaford Burgad (Past President)	$0	$0
Gregg Webster (President)	$0	$0
Tim Deitemeyer (Sec Treas)	$0	$0
Keith Phillips (Nat'l Comm Pers)	$0	$0
Nancy Buechler (Assoc Exec)	$0	$0

+ View more people

990-EZ

Filed on Jan. 13, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2013

Revenue

$69,761

Expenses

$72,793

Net Income

-$3,032

Net Assets

$205,330

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,405	4.9%
Program Services	$27,115	38.9%
Investment Income	$1,050	1.5%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$205,330
Total Liabilities	$0
Net Assets	$205,330

990-EZ

Filed on April 8, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2012

Revenue

$62,546

Expenses

$53,509

Net Income

$9,037

Net Assets

$204,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,731	2.8%
Program Services	$20,655	33.0%
Investment Income	$955	1.5%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$204,033
Total Liabilities	$0
Net Assets	$204,033

990-EZ

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

PDF

Fiscal Year Ending June
2011

Revenue

$58,563

Expenses

$57,222

Net Income

$1,341

Net Assets

$195,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,627	2.8%
Program Services	$13,484	23.0%
Investment Income	$1,131	1.9%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$195,651
Total Liabilities	$0
Net Assets	$195,651

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 »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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 December 22, 2025

National Association Of Insurance & Financial Advisors North Dakota

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $56.1k (2024)

Expenses $54.2k (2024)

Total Assets $254k (2024)

Total Liabilities $42.9k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Revenue

$56.1k (2024)

Expenses

$54.2k (2024)

Total Assets

$254k (2024)

Total Liabilities

$42.9k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005