National Assoc Of Ins And Financial Advisors Of Washington Inc

Bellingham, WA
Tax-exempt since March 1952
EIN: 91-0716063

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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

$179k (2024)

Expenses

$117k (2024)

Total Assets

$242k (2024)

Total Liabilities

$992 (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

Revenue

$178,996

Expenses

$116,514

Net Income

$62,482

Net Assets

$240,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$90,742	50.7%
Investment Income	$4,645	2.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$83,609	46.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$241,776
Total Liabilities	$992
Net Assets	$240,784

Compensation

Key Employees and Officers	Compensation	Related	Other
Karl Kuntz (President)	$0	$0	$0
Monica Ewing (Vice President)	$0	$0	$0
Neal Kloke (Treasurer)	$0	$0	$0

990

Filed on June 10, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$96,853

Expenses

$116,778

Net Income

-$19,925

Net Assets

$178,302

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$95,939	99.1%
Investment Income	$874	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$40	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$179,064
Total Liabilities	$762
Net Assets	$178,302

Compensation

Key Employees and Officers	Compensation	Related	Other
Neal Kloke (Treasurer)	$0	$0	$0
Monica Ewing (Vice President)	$0	$0	$0
Karl Kuntz (President)	$0	$0	$0

990

Filed on July 11, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$139,585

Expenses

$108,179

Net Income

$31,406

Net Assets

$198,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$100,797	72.2%
Investment Income	$38,788	27.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
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	$199,427
Total Liabilities	$1,200
Net Assets	$198,227

Compensation

Key Employees and Officers	Compensation	Related	Other
Neal Kloke (Treasurer)	$0	$0	$0
Karl Kuntz (Vice President)	$0	$0	$0
Chris Wertenberger (President)	$0	$0	$0

990

Filed on June 8, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$96,683

Expenses

$92,371

Net Income

$4,312

Net Assets

$166,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$96,619	99.9%
Investment Income	$64	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
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	$168,148
Total Liabilities	$1,327
Net Assets	$166,821

Compensation

Key Employees and Officers	Compensation	Related	Other
Jenna Olson (Secretary)	$0	$0	$0
Chris Wertenberger (Vice President)	$0	$0	$0
Chris Bor (President)	$0	$0	$0

990

Filed on May 4, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$116,126

Expenses

$86,960

Net Income

$29,166

Net Assets

$162,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$11,427	9.8%
Program Services	$100,204	86.3%
Investment Income	$4,495	3.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
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	$162,509
Total Liabilities	$0
Net Assets	$162,509

Compensation

Key Employees and Officers	Compensation	Related	Other
Chris Wertenberger (Secretary)	$0	$0	$0
Chris Bor (Vice President)	$0	$0	$0
Monica Ewing (President)	$0	$0	$0

990

Filed on April 8, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$141,661

Expenses

$112,395

Net Income

$29,266

Net Assets

$133,343

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$139,582	98.5%
Investment Income	$2,079	1.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
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	$133,343
Total Liabilities	$0
Net Assets	$133,343

Compensation

Key Employees and Officers	Compensation	Related	Other
Wayne Lunday (President)	$0	$0	$0
Monica Ewing (Vice President)	$0	$0	$0
Chris Wertenberger (Secretary)	$0	$0	$0

990

Filed on Oct. 7, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$34,446

Expenses

$32,741

Net Income

$1,705

Net Assets

$104,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$32,908	95.5%
Investment Income	$1,538	4.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
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	$104,076
Total Liabilities	$0
Net Assets	$104,076

990

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

PDF

Fiscal Year Ending June
2018

Revenue

$72,985

Expenses

$81,249

Net Income

-$8,264

Net Assets

$102,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$65,721	90.0%
Investment Income	$7,264	10.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
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	$102,371
Total Liabilities	$0
Net Assets	$102,371

Compensation

Key Employees and Officers	Compensation	Related	Other
Wayne Lunday (President)	$0	$0	$0
Monica Ewing (Vice President)	$0	$0	$0
Chris Wertenberger (Secretary)	$0	$0	$0

990

Filed on Feb. 4, 2019

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

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Fiscal Year Ending June
2017

Revenue

$90,932

Expenses

$91,115

Net Income

-$183

Net Assets

$110,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$90,932	100%
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	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$110,635
Total Liabilities	$0
Net Assets	$110,635

Compensation

Key Employees and Officers	Compensation	Related	Other
Neal Kloke (President)	$0	$0	$0
Stephen Good (President Elect)	$0	$0	$0
Wayne Lunday (Secretary Treasury)	$0	$0	$0
Rollo Van Slyke (Vice President)	$0	$0	$0
Michael Staeb (Vice President)	$0	$0	$0
Scott Fowler (Past President)	$0	$0	$0
Jeff Kyle (National Committeeperson)	$0	$0	$0
Richard Miller (Vice President)	$0	$0	$0
Joseph Newman (Vice President)	$0	$0	$0
Randy Kimm (Vice President)	$0	$0	$0

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990

Filed on Feb. 20, 2018

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

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Fiscal Year Ending June
2016

Revenue

$87,154

Expenses

$84,821

Net Income

$2,333

Net Assets

$110,818

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$87,146	100.0%
Investment Income	$8	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
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	$110,818
Total Liabilities	$0
Net Assets	$110,818

Compensation

Key Employees and Officers	Compensation	Related	Other
Neal Kloke (President)	$0	$0	$0
Stephen Good (President Elect)	$0	$0	$0
Wayne Lunday (Secretary Treasury)	$0	$0	$0
Rollo Van Slyke (Vice President)	$0	$0	$0
Michael Staeb (Vice President)	$0	$0	$0
Scott Fowler (Past President)	$0	$0	$0
Jeff Kyle (National Committeeperson)	$0	$0	$0
Richard Miller (Vice President)	$0	$0	$0
Joseph Newman (Vice President)	$0	$0	$0
Randy Kimm (Vice President)	$0	$0	$0

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990

Filed on Jan. 31, 2017

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

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Fiscal Year Ending June
2015

Revenue

$122,852

Expenses

$124,559

Net Income

-$1,707

Net Assets

$108,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$120,568	98.1%
Investment Income	$2,284	1.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$25,800	20.7%

Assets/Debt
Total Assets	$108,485
Total Liabilities	$0
Net Assets	$108,485

Compensation

Key Employees and Officers	Compensation	Related	Other
Neal Kloke (Vice President)	$0	$0	$0
Kay Mielke Crookshanks (Vice President)	$0	$0	$0
John B Nichols (President Elect)	$0	$0	$0
Alan R Zalewski (National Comm)	$0	$0	$0
Michael Staeb (Vice President)	$0	$0	$0
Scott Fowler (Secretary Treasurer)	$0	$0	$0
Jeff Kyle (Past President)	$0	$0	$0
Kevin Gleim (President)	$0	$0	$0
Sandra L Pulsipher (Vice President)	$0	$0	$0
Randy Kimm (Vice President)	$0	$0	$0
Roger Mcdowell (Vice President)	$0	$0	$0

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990

Filed on Jan. 29, 2016

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Fiscal Year Ending June
2014

Revenue

$133,879

Expenses

$123,983

Net Income

$9,896

Net Assets

$110,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$118,773	88.7%
Investment Income	$15,106	11.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$26,272	21.2%

Assets/Debt
Total Assets	$110,192
Total Liabilities	$0
Net Assets	$110,192

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Fox (Administrator)	$24,900	$10,000	$0
Neal Kloke (Vice President)	$0	$0	$0
Kay Mielke Crookshanks (Vice President)	$0	$0	$0
John B Nichols (President Elect)	$0	$0	$0
Alan R Zalewski (National Comm)	$0	$0	$0
Michael Staeb (Vice President)	$0	$0	$0
Scott Fowler (Secretary Treasurer)	$0	$0	$0
Jeff Kyle (Past President)	$0	$0	$0
Kevin Gleim (President)	$0	$0	$0
Sandra L Pulsipher (Vice President)	$0	$0	$0
Randy Kimm (Vice President)	$0	$0	$0
Roger Mcdowell (Vice President)	$0	$0	$0

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990

Filed on Sept. 8, 2014

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

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Fiscal Year Ending June
2013

Revenue

$126,937

Expenses

$133,554

Net Income

-$6,617

Net Assets

$100,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$126,935	100.0%
Investment Income	$2	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$33,190	24.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$100,296
Total Liabilities	$0
Net Assets	$100,296

990

Filed on Oct. 17, 2013

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

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Fiscal Year Ending June
2012

Revenue

$134,702

Expenses

$129,531

Net Income

$5,171

Net Assets

$98,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$134,696	100.0%
Investment Income	$6	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$31,971	24.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$98,720
Total Liabilities	$0
Net Assets	$98,720

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.

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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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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Updated December 22, 2025

National Assoc Of Ins And Financial Advisors Of Washington Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $179k (2024)

Expenses $117k (2024)

Total Assets $242k (2024)

Total Liabilities $992 (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 Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Revenue

$179k (2024)

Expenses

$117k (2024)

Total Assets

$242k (2024)

Total Liabilities

$992 (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