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Greater Washington Foundation Of Insurance And Financial Advisors I

  • Cedar Falls, IA
  • Tax-exempt since Jan. 1996
  • EIN: 52-1935068

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Employment, Job-Related / Labor Unions, Organizations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$89.4k (2024)

Expenses
$37.3k (2024)

Total Assets
$510k (2024)

Total Liabilities
$20.5k (2024)

Years with missing data
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 Form 990
Revenue
$89,440
Expenses
$37,255
Net Income
$52,185
Net Assets
$489,708
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,805
30.0%
Program Services $0
Investment Income $6,773
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $25,396
28.4%
Sales of Assets $30,466
34.1%
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 $510,253
Total Liabilities $20,545
Net Assets $489,708
Compensation
Key Employees and Officers Compensation Related Other
Connie Golleher (Director) $0 $0 $0
Peter Glassman (Director) $0 $0 $0
Kevin Conley (Director) $0 $0 $0
Joseph Davis (Director) $0 $0 $0
Matt Grace (Director) $0 $0 $0
Ryan Buck (Director) $0 $0 $0
Brock Jolly (Director) $0 $0 $0
Charles Lewis (Director) $0 $0 $0
Christopher Pirtle (Director) $0 $0 $0
Dan Altmire (Director) $0 $0 $0
Rock Brockman (Past President) $0 $0 $0
Jeff Hamblen (Vice President) $0 $0 $0
Kevin Jones (Secretary) $0 $0 $0
Matt Weider (Treasurer) $0 $0 $0
Dilip Jhaveri (President) $0 $0 $0
+ View more people

Document Links

990
Filed on June 3, 2025

Primary 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 Form 990
Revenue
$53,855
Expenses
$26,446
Net Income
$27,409
Net Assets
$419,972
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,101
50.3%
Program Services $0
Investment Income $7,696
14.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $15,930
29.6%
Sales of Assets $3,128
5.8%
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 $420,346
Total Liabilities $374
Net Assets $419,972
Compensation
Key Employees and Officers Compensation Related Other
Connie Golleher (Director) $0 $0 $0
Peter Glassan (Director) $0 $0 $0
Kevin Conley (Director) $0 $0 $0
Joseph Davis (Director) $0 $0 $0
Matt Grace (Director) $0 $0 $0
Ryan Buck (Director) $0 $0 $0
Brock Jolly (Director) $0 $0 $0
Charles Lewis (Director) $0 $0 $0
Christopher Pirtle (Director) $0 $0 $0
Dan Altmire (Director) $0 $0 $0
Rock Brockman (Past President) $0 $0 $0
Jeff Hamblen (Vice President) $0 $0 $0
Kevin Jones (Secretary) $0 $0 $0
Matt Weider (Treasurer) $0 $0 $0
Dilip Jhaveri (President) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 27, 2024

Primary 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
$60,718
Expenses
$34,092
Net Income
$26,626
Net Assets
$353,520
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,705
20.9%
Program Services $40,750
67.1%
Investment Income $7,263
12.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $356,809
Total Liabilities $3,289
Net Assets $353,520
Compensation
Key Employees and Officers Compensation Other
Rock Brockman (Past President) $0 $0
Connie Golleher (Director) $0 $0
Jeff Hamblen (Vice President) $0 $0
Scholastica Guziak (Secretary) $0 $0
Matt Weider (Treasurer) $0 $0
Dilip Jhaveri (President) $0 $0
Peter Glassan (Director) $0 $0
Kevin Conley (Director) $0 $0
Joseph Davis (Director) $0 $0
C Kevin Jones (Director) $0 $0
Brock Jolly (Director) $0 $0
Charles Lewis (Director) $0 $0
Christopher Pirtle (Director) $0 $0
Dan Altmire (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 8, 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
$88,457
Expenses
$42,677
Net Income
$45,780
Net Assets
$384,656
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,095
15.9%
Program Services $44,100
49.9%
Investment Income $30,262
34.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $389,419
Total Liabilities $4,763
Net Assets $384,656
Compensation
Key Employees and Officers Compensation Other
Peter Glassman (Past President) $0 $0
Connie Golleher (Director) $0 $0
Matt Weider (Vice President) $0 $0
Scholie Guziak (Secretary) $0 $0
Dilip A Jhaveri (Treasurer) $0 $0
William Brockman (President) $0 $0
Mike Burns (Director) $0 $0
Kevin Conley (Director) $0 $0
Joseph Davis (Director) $0 $0
Jeffrey Hamblen (Director) $0 $0
Brock Jolly (Director) $0 $0
Charles Lewis (Director) $0 $0
Christopher Pirtle (Director) $0 $0
Dan Altmire (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 16, 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
$71,232
Expenses
$62,596
Net Income
$8,636
Net Assets
$333,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,230
24.2%
Program Services $49,383
69.3%
Investment Income $4,619
6.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $337,507
Total Liabilities $4,180
Net Assets $333,327
Compensation
Key Employees and Officers Compensation Other
Peter Glassman (Past President) $0 $0
Connie Golleher (Director) $0 $0
Matt Weider (Vice President) $0 $0
Scholie Guziak (Secretary) $0 $0
Dilip A Jhaveri (Treasurer) $0 $0
William Brockman (President) $0 $0
Mike Burns (Director) $0 $0
Kevin Conley (Director) $0 $0
Joseph Davis (Director) $0 $0
Keith Eig (Director) $0 $0
Matthew Grace (Director) $0 $0
Jeffrey Hamblen (Director) $0 $0
Brock Jolly (Director) $0 $0
Charles Lewis (Director) $0 $0
Christopher Pirtle (Director) $0 $0
Dan Altmire (Director) $0 $0
Ken Van Valkenburgh (Director) $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.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$35,082
Expenses
$15,878
Net Income
$19,204
Net Assets
$242,123
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,850
5.3%
Program Services $30,096
85.8%
Investment Income $3,136
8.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $246,591
Total Liabilities $4,468
Net Assets $242,123

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$46,649
Expenses
$34,798
Net Income
$11,851
Net Assets
$239,661
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,485
33.2%
Program Services $24,860
53.3%
Investment Income $6,304
13.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $242,460
Total Liabilities $2,799
Net Assets $239,661
Compensation
Key Employees and Officers Compensation Other
Peter Glassman (President) $0 $0
Connie Golleher (Past President) $0 $0
Matt Weider (Vice President) $0 $0
Scholie Guziak (Secretary) $0 $0
Dilip A Jhaveri (Treasurer) $0 $0
William Brockman (Director) $0 $0
Mike Burns (Director) $0 $0
Kevin Conley (Director) $0 $0
Joseph Davis (Director) $0 $0
Keith Eig (Director) $0 $0
Matthew Grace (Director) $0 $0
Jeffrey Hamblen (Director) $0 $0
Brock Jolly (Director) $0 $0
Charles Lewis (Director) $0 $0
Christopher Pirtle (Director) $0 $0
Brian J Haney (Director) $0 $0
Ken Vanvalkenburgh (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 6, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$32,299
Expenses
$21,379
Net Income
$10,920
Net Assets
$223,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,543
41.9%
Program Services $0
Investment Income $5,123
15.9%
Net Fundraising $13,349
41.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $284
0.9%
Assets/Debt
Total Assets $234,427
Total Liabilities $11,079
Net Assets $223,348
Compensation
Key Employees and Officers Compensation Other
Peter Glassman (President) $0 $0
Connie Golleher (Past President) $0 $0
Matt Weider (Vice President) $0 $0
Scholie Guziak (Secretary) $0 $0
Dilip A Jhaveri (Treasurer) $0 $0
William Brockman (Director) $0 $0
Mike Burns (Director) $0 $0
Kevin Conley (Director) $0 $0
Joseph Davis (Director) $0 $0
Keith Eig (Director) $0 $0
Matthew Grace (Director) $0 $0
Jeffrey Hamblen (Director) $0 $0
Brock Jolly (Director) $0 $0
Charles Lewis (Director) $0 $0
Christopher Pirtle (Director) $0 $0
Brian J Haney (Director) $0 $0
Ken Vanvalkenburgh (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 15, 2018

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
$32,700
Expenses
$21,672
Net Income
$11,028
Net Assets
$196,664
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,322
77.4%
Program Services $0
Investment Income $3,419
10.5%
Net Fundraising $3,959
12.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $196,664
Total Liabilities $0
Net Assets $196,664
Compensation
Key Employees and Officers Compensation Other
Kevin Conley (Director) $0 $0
Brock Jolly (Director) $0 $0
Keith Eig (Director) $0 $0
Paul Friedman (Treasurer) $0 $0
Mike Burns (Director) $0 $0
Joseph Davis (Director) $0 $0
Scholie Guziak (Secretary) $0 $0
Jeffrey Hamblen (Director) $0 $0
Dilip Jhaveri (Director) $0 $0
William Brockman (Director) $0 $0
Charles Lewis (Director) $0 $0
Ken Van Valkenburgh (Director) $0 $0
Matt Weider (Vice President) $0 $0
Connie Golleher (Past President) $0 $0
Lauren Sproles (Director) $0 $0
Mathew Grace (Director) $0 $0
Christopher Pirtle (Director) $0 $0
Peter Glassman (President) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 11, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,634
Expenses
$24,439
Net Income
$14,195
Net Assets
$189,839
Notable Sources of Revenue Percent of Total Revenue
Contributions $29,691
76.9%
Program Services $0
Investment Income $4,330
11.2%
Net Fundraising $4,613
11.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $189,839
Total Liabilities $0
Net Assets $189,839
Compensation
Key Employees and Officers Compensation Other
Kevin Conley (Director) $0 $0
Brock Jolly (Director) $0 $0
Keith Eig (Past President) $0 $0
Paul Friedman (Treasurer) $0 $0
Mike Burns (Director) $0 $0
Joseph Davis (Director) $0 $0
Scholie Guziak (Secretary) $0 $0
Jeffrey Hamblen (Director) $0 $0
Dilip Jhaveri (Director) $0 $0
William Brockman (Director) $0 $0
Charles Lewis (Director) $0 $0
Ken Van Valkenburgh (Director) $0 $0
Matt Weider (Vice President) $0 $0
Connie Golleher (President) $0 $0
Angela C Howley (Director) $0 $0
Mathew Grace (Director) $0 $0
Christopher Pirtle (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 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
$44,493
Expenses
$24,074
Net Income
$20,419
Net Assets
$178,859
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,633
75.6%
Program Services $0
Investment Income $3,400
7.6%
Net Fundraising $7,460
16.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $178,859
Total Liabilities $0
Net Assets $178,859
Compensation
Key Employees and Officers Compensation Other
Kevin Conley (Director) $0 $0
Brock Jolly (Director) $0 $0
Keith Eig (Past President) $0 $0
Paul Friedman (Treasurer) $0 $0
Mike Burns (Director) $0 $0
Joseph Davis (Director) $0 $0
Scholie Guziak (Secretary) $0 $0
Jeffrey Hamblen (Director) $0 $0
Dilip Jhaveri (Director) $0 $0
William Brockman (Director) $0 $0
Charles Lewis (Director) $0 $0
Ken Van Valkenburgh (Director) $0 $0
Matt Weider (Vice President) $0 $0
Connie Golleher (President) $0 $0
Angela C Howley (Director) $0 $0
Mathew Grace (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 13, 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
$43,520
Expenses
$22,071
Net Income
$21,449
Net Assets
$141,617
Notable Sources of Revenue Percent of Total Revenue
Contributions $37,424
86.0%
Program Services $0
Investment Income $3,941
9.1%
Net Fundraising $2,155
5.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $141,617
Total Liabilities $0
Net Assets $141,617

Document Links

990-EZ
Filed on Dec. 18, 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
$35,545
Expenses
$45,244
Net Income
-$9,699
Net Assets
$113,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,146
73.6%
Program Services $2,542
7.2%
Investment Income $3,277
9.2%
Net Fundraising $3,580
10.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $113,274
Total Liabilities $0
Net Assets $113,274

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

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

Primary 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

Primary 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

Fiscal Year Ending June
2004

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
2003

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
2002

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
2001

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

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

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

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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.

Updated