National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio

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

EIN: 314354182 ✦ Cedar falls, IA ✦ Designated as a 501(c)(6)

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Overview

What is National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio?

National Association of Insurance and Financial Advisors - Ohio Naifa-Ohio is a nonprofit organization dedicated to empowering its members by improving their professional and business skills. The association promotes the integrity and ethical conduct of financial advisors, while also advocating for a favorable legislative and regulatory environment. By offering educational programs, Naifa-Ohio supports the betterment of the life and health insurance industry, ultimately working towards the overall success of its members.


Official website here: www.oh.naifa.org

Is National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio legitimate?

National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio is a legitimate nonprofit organization registered as a 501(c)(6) entity. National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio 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.


Official website here: www.oh.naifa.org

What is the mission statement of National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio?

The National Association of Insurance and Financial Advisors - Ohio Naifa-Ohio is committed to enhancing the professional skills of its members and supporting the life and health insurance industry. Their mission includes promoting the ethical conduct of advisors and advocating for a favorable legislative and regulatory environment. The organization provides programs to advance the best interests of the industry and works towards improving the business skills of its members.


Official website here: www.oh.naifa.org

Who is the CEO of National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio?

Tracy Cartwright is the President of National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio.


Official website here: www.oh.naifa.org

What is the revenue of National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio?

National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio's revenue in 2022 was $120,096.


Official website here: www.oh.naifa.org

Who are the executives of National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio and what are their salaries?


Here are 10 key members and their salaries:


Tracy Cartwright (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brett Ketvertis (President Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Derek Scheetz (Sec/Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Duane Borcherding (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gary Gergley (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dan Brookman (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elie Harriett (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bill Kecskemety (Natl Committee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tim Finster (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dioni Trevino (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.oh.naifa.org

Where can I find the form 990EZ for National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio?

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


Official website here: www.oh.naifa.org

Learn more at the official website: www.oh.naifa.org

Mission Statement of National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio

National Association of Insurance and Financial Advisors - Ohio Naifa-Ohio is an organization dedicated to advancing the skills and professional growth of its members. Its primary mission is to elevate the profession of insurance and financial advisors, promoting ethical conduct within the industry. Furthermore, the association strives to create a favorable legislative and regulatory environment for the life and health insurance sector. To achieve these objectives, National Association of Insurance and Financial Advisors - Ohio Naifa-Ohio offers programs and initiatives that serve the best interests of the industry.

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Impact




October, 2024

The National Association of Insurance and Financial Advisors - Ohio (Naifa-Ohio) significantly impacts the insurance and financial advisory sectors by enhancing the professional and business skills of its members. Through targeted programs and resources, Naifa-Ohio fosters professionalism and ethical conduct among advisors, ensuring high standards within the industry.

Additionally, it serves as a strong advocate for a positive legislative and regulatory environment, allowing members to engage with policymakers and influence decisions affecting the life and health insurance sectors. By promoting the best interests of its members, Naifa-Ohio not only elevates individual practices but also strengthens the overall integrity and sustainability of the industry in Ohio. Ultimately, Naifa-Ohio plays a crucial role in community improvement by supporting the professional development of its members and contributing to a more informed and ethical financial advisory landscape.




This information is meant to be a general summary of National Association Of Insurance And Financial Advisors - Ohio Naifa-Ohio. 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
$120,096 (2022)
Expenses
$116,206 (2022)
Efficiency

Other financial information:

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

  • Program Service Revenue: $4,062
  • Gross Receipts: $120,096

Assets and Liabilities:

  • Total Assets: $132,313
  • Total Liabilities: $50,474
  • Net Assets: $81,839

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Organization Details

Principal Officer

Tracy Cartwright

Main Address

600 STATE STREET A, CEDAR FALLS, IA, 50613

NTEE Category

Code: S41 - Community improvement

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