National Association Of Insurance & Financial Advisors - Montana

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 237297340 ✦ Kalispell, MT ✦ Designated as a 501(c)(6)

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Overview

What is National Association Of Insurance & Financial Advisors - Montana?

The National Association of Insurance & Financial Advisors - Montana is a nonprofit organization, specifically catering to its members in Montana. Their primary focus lies in educating their members, enhancing their knowledge and skills in the insurance and financial advisory field. Beyond this, they also engage with Montana's legal legislative bodies, contributing to the education process and potentially influencing relevant policies. This organization's mission is centered around the betterment of its members and their professional growth, as well as the broader impact on Montana's legal and legislative landscape.

Is National Association Of Insurance & Financial Advisors - Montana legitimate?

National Association Of Insurance & Financial Advisors - Montana is a legitimate nonprofit organization registered as a 501(c)(6) entity. National Association Of Insurance & Financial Advisors - Montana submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.

What is the mission statement of National Association Of Insurance & Financial Advisors - Montana?

The National Association of Insurance & Financial Advisors - Montana, through its mission, primarily focuses on educating its members. This educational initiative extends beyond its own members, also influencing Montana's legal legislative bodies. The primary objective is to enhance the knowledge and skills of its insurance and financial advisors, thereby contributing to the financial sector in Montana.

Who is the CEO of National Association Of Insurance & Financial Advisors - Montana?

Anita Newlin is the Executive Director of National Association Of Insurance & Financial Advisors - Montana.

What is the revenue of National Association Of Insurance & Financial Advisors - Montana?

National Association Of Insurance & Financial Advisors - Montana's revenue in 2022 was $73,852.

Who are the executives of National Association Of Insurance & Financial Advisors - Montana and what are their salaries?


Here are 4 key members and their salaries:


Brian Salonen (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jake Kaufmann (Secretary/Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dan Rust (National Committeeman)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anita Newlin (Executive Director)
  • Compensation: $28,400
  • Related: $0
  • Other: $0
Where can I find the form 990EZ for National Association Of Insurance & Financial Advisors - Montana?

National Association Of Insurance & Financial Advisors - Montana's most recent form 990EZ was submitted in 2022 and can be accessed here.

Mission Statement of National Association Of Insurance & Financial Advisors - Montana

The National Association of Insurance & Financial Advisors - Montana, in its mission, focuses on educating its members and contributing to the understanding of insurance and financial matters within Montana's legal legislative bodies. By providing educational resources, this organization aims to empower its members with the necessary knowledge and skills to excel in their respective fields, ultimately benefiting both the members and the broader financial community in Montana. This mission serves as a cornerstone for the National Association of Insurance & Financial Advisors - Montana, enabling its members to stay updated on industry trends and regulations, thereby enhancing their ability to provide sound advice and guidance to their clients.

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Impact




October, 2024

The National Association Of Insurance & Financial Advisors - Montana significantly impacts the local community by focusing on the education of its members, which includes insurance and financial professionals. Through its educational programs, it enhances the knowledge and skills of its members, ensuring they are well-informed about industry standards and practices.

By educating not only its members but also Montana's legal and legislative bodies, the organization contributes to the development of informed policies that affect the financial and insurance sectors. This dual educational approach fosters a more knowledgeable community that can navigate complex financial landscapes effectively.

Furthermore, the association plays a vital role in community improvement by advocating for professional standards and ethical practices within the industry. By uplifting the quality of service provided by its members, it helps to build trust in the financial services sector, ultimately benefiting consumers across Montana. The positive ripple effects of such education and advocacy create a more resilient economic environment, supporting both individual financial well-being and broader community growth.




This information is meant to be a general summary of National Association Of Insurance & Financial Advisors - Montana. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$73,852 (2022)
Expenses
$64,646 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $165
  • Gross Receipts: $73,852

Assets and Liabilities:

  • Total Assets: $45,229
  • Total Liabilities: $0
  • Net Assets: $45,229

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Organization Details

Principal Officer

Anita Newlin

Main Address

170 NICHOLSON DRIVE, KALISPELL, MT, 59901

NTEE Category

Code: S41 - Community improvement

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