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National Association Of Insurance & Financial Advisors Of South Dakota

Zach Levin Mbr
  • Cedar Falls, IA
  • Tax-exempt since May 1968
  • EIN: 46-6017802

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
$54k (2024)

Expenses
$56.1k (2024)

Total Assets
$157k (2024)

Total Liabilities
$77.7k (2024)

Years with multiple filings
Source: Form 990 tax filings from 2012 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

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$53,957
Expenses
$56,066
Net Income
-$2,109
Net Assets
$79,661
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,255
19.0%
Investment Income $2,041
3.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $157,393
Total Liabilities $77,732
Net Assets $79,661
Compensation
Key Employees and Officers Compensation Other
Timothy Dardis (Director) $0 $0
Tony Burns (Director) $0 $0
Warren Graber (Director) $0 $0
John Lawler (Past President) $0 $0
Matt Berger (President) $0 $0
Bo Bernhagen (President Elect) $0 $0
Deborah Reed (Treasurer) $0 $0
Michael Zolnowsky (Secretary) $0 $0
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Document Links

990-EZ
Filed on June 2, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$65,688
Expenses
$60,013
Net Income
$5,675
Net Assets
$81,417
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,750
27.0%
Investment Income $1,926
2.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $152,896
Total Liabilities $71,479
Net Assets $81,417
Compensation
Key Employees and Officers Compensation Other
John Lawler (President) $0 $0
Matt Berger (President Elect) $0 $0
Deborah Reed (Treasurer) $0 $0
Timothy Dardis (Natl Committee) $0 $0
Jennifer Soma (Past President) $0 $0
Michael Zolnowsky (2 Nd Vp) $0 $0
Bo Bernhagen (1 St Vp) $0 $0
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Document Links

990-EZ
Filed on July 23, 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
$52,184
Expenses
$51,180
Net Income
$1,004
Net Assets
$73,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,219
15.8%
Investment Income $1,307
2.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8
0.0%
Assets/Debt
Total Assets $142,034
Total Liabilities $68,280
Net Assets $73,754
Compensation
Key Employees and Officers Compensation Other
Jennifer Soma (President) $0 $0
John Lawler (President Elect) $0 $0
Deborah Reed (Treasurer) $0 $0
Timothy Dardis (Vp Advocacy) $0 $0
Terry Anderson (Pac Chair) $0 $0
Matthew Berger (Vp Membership) $0 $0
Bo Bernhagen (Vp Programs) $0 $0
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Document Links

990-EZ
Filed on Aug. 2, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$62,874
Expenses
$59,566
Net Income
$3,308
Net Assets
$143,856
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,038
23.9%
Investment Income $545
0.9%
Net Fundraising $0
Sales of Assets -$4
Net Inventory Sales $0
Other Revenue $495
0.8%
Assets/Debt
Total Assets $143,856
Total Liabilities $0
Net Assets $143,856
Compensation
Key Employees and Officers Compensation Other
Ruth Jones (Executive Director) $17,635 $0
Deb Reed (Secretary/Treasurer) $0 $0
Lonnie Tutsch (Past President) $0 $0
Tim Dardis (National Committee Person) $0 $0
Andrew Bartling (President) $0 $0
Jennifer Soma (President Elect) $0 $0
John Lawler (1 St Vice President) $0 $0
Vacant (2 Nd Vice President) $0 $0
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Document Links

990-EZ
Filed on Nov. 15, 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
$100,923
Expenses
$49,675
Net Income
$51,248
Net Assets
$140,548
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $49,549
49.1%
Investment Income $579
0.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $30
0.0%
Assets/Debt
Total Assets $140,548
Total Liabilities $0
Net Assets $140,548
Compensation
Key Employees and Officers Compensation Other
Ruth Jones (Executive Director) $15,487 $0
Merle Wollman (Secretary/Treasurer) $0 $0
Dennis Rowley (National Committee Person) $0 $0
Lonnie Tutsch (President) $0 $0
Andrew Dartling (President Elect) $0 $0
Deb Reed (1 St Vice President) $0 $0
John Lawler (2 Nd Vice President) $0 $0
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Document Links

990-EZ
Filed on May 15, 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 990-EZ
Revenue
$26,852
Expenses
$18,561
Net Income
$8,291
Net Assets
$89,678
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,433
16.5%
Investment Income $342
1.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $540
2.0%
Assets/Debt
Total Assets $89,678
Total Liabilities $0
Net Assets $89,678

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$104,779
Expenses
$68,002
Net Income
$36,777
Net Assets
$81,779
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,346
39.5%
Program Services $20,683
19.7%
Investment Income $336
0.3%
Net Fundraising $471
0.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,880
1.8%
Assets/Debt
Total Assets $81,779
Total Liabilities $0
Net Assets $81,779
Compensation
Key Employees and Officers Compensation Other
Merle Wollman (Secretary/Treasurer) $0 $0
Jessica Blum (President) $0 $0
Dennis Rowley (National Committee Person) $0 $0
Lonnie Tutsch (President Elect) $0 $0
Andrew Dartling (1 St Vice President) $0 $0
Deb Reed (2 Nd Vice President) $0 $0
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Document Links

990-EZ
Filed on Aug. 7, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$50,773
Expenses
$52,406
Net Income
-$1,633
Net Assets
$49,588
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,859
39.1%
Investment Income $445
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,119
4.2%
Assets/Debt
Total Assets $49,588
Total Liabilities $0
Net Assets $49,588
Compensation
Key Employees and Officers Compensation Other
Merle Wollman (Secretary/Treasurer) $0 $0
Blain Anderson (Past President) $0 $0
Ken Beer (President) $0 $0
Jessica Blum (President Elect) $0 $0
Dennis Rowley (National Committee Person) $0 $0
Lonnie Tutsch (1 St Vice President) $0 $0
Andy Dartling (2 Nd Vice President) $0 $0
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Document Links

990-EZ
Filed on Sept. 20, 2018

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

View Filing
XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$60,704
Expenses
$48,765
Net Income
$11,939
Net Assets
$48,763
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,488
40.3%
Investment Income $15
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,223
3.7%
Assets/Debt
Total Assets $49,723
Total Liabilities $960
Net Assets $48,763
Compensation
Key Employees and Officers Compensation Other
Merle Wollman (Secretary/Treasurer) $0 $0
Calvin Sievers (Past President) $0 $0
Blain Anderson (President) $0 $0
Ken Beers (President Elect) $0 $0
Jessica Blum (1 St Vice President) $0 $0
Dennis Rowley (National Committee Person) $0 $0
Lonnie Tutsch (2 Nd Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 29, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$62,220
Expenses
$58,718
Net Income
$3,502
Net Assets
$35,802
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,576
36.3%
Investment Income $13
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,784
4.5%
Assets/Debt
Total Assets $35,802
Total Liabilities $0
Net Assets $35,802
Compensation
Key Employees and Officers Compensation Other
Ruth Jones (Executive Director) $15,900 $0
Merle Wollman (Secretary/Treasurer) $0 $0
Jeff Skinner (Past President) $0 $0
Calvin Sievers (President) $0 $0
Blain Anderson (President Elect) $0 $0
Ken Beers (2 Nd Vice President) $0 $0
Jessica Blum (1 St Vice President) $0 $0
Dennis Rowley (National Committee Person) $0 $0
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Document Links

990-EZ
Filed on Sept. 12, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$71,738
Expenses
$66,679
Net Income
$5,059
Net Assets
$15,681
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,471
43.9%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $73
0.1%
Assets/Debt
Total Assets $15,681
Total Liabilities $0
Net Assets $15,681
Compensation
Key Employees and Officers Compensation Other
Jill Vermeire (Executive Director) $12,904 $0
Kelli Fuhrmann (Executive Director) $3,625 $0
Ruth Jones (Executive Director) $3,581 $0
Merle Wollman (Secretary/Treasurer) $0 $0
Edward Heisinger (Past President) $0 $0
Jeff Skinner (President) $0 $0
Calvin Sievers (Vice President) $0 $0
Blain Anderson (1 St Vice President) $0 $0
Ken Beers (2 Nd Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 17, 2015

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

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$86,451
Expenses
$95,487
Net Income
-$9,036
Net Assets
$27,957
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,274
40.8%
Investment Income $583
0.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $27,966
Total Liabilities $9
Net Assets $27,957
Compensation
Key Employees and Officers Compensation Other
Kelli Fuhrmann (Executive Director) $29,000 $0
Merle Wollman (Treasurer) $0 $0
Denny Rowley (National Commiteeperson) $0 $0
Joseph A Sztapka (Past President) $0 $0
Edward Heisinger (President) $0 $0
Jeff Skinner (President Elect) $0 $0
Calvin Sievers (2 Nd Vice President) $0 $0
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990-EZ
Filed on Sept. 19, 2014

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

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$81,965
Expenses
$91,983
Net Income
-$10,018
Net Assets
$36,736
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,905
34.0%
Investment Income $775
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $36,755
Total Liabilities $19
Net Assets $36,736

Document Links

990-EZ
Filed on Dec. 5, 2013

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

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$81,192
Expenses
$83,183
Net Income
-$1,991
Net Assets
$46,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $731
0.9%
Program Services $26,861
33.1%
Investment Income $271
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $46,802
Total Liabilities $48
Net Assets $46,754

Document Links

990-EZ

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

PDF

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

990-EZ

Short form 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-EZ

Short form 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

What Is 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

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About Nonprofit Explorer

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.

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