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National Association Of Insurance And Financial Advisors - California

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

EIN: 941120047 ✦ Cedar falls, IA ✦ Designated as a 501(c)(6)

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Overview

What is National Association Of Insurance And Financial Advisors - California?

The National Association of Insurance and Financial Advisors - California is a nonprofit organization situated in Cedar Falls, Iowa (with an unusual US address listed). Their primary purpose is to host a 'Day on the Hill' event, providing members the opportunity to engage with their state legislators, discussing matters pertinent to their industry. Their mission involves enhancing the business and professional skills of their members, promoting ethical conduct among advisors, and advocating for a favorable legislative and regulatory environment.


Official website here: www.ca.naifa.org

Is National Association Of Insurance And Financial Advisors - California legitimate?

National Association Of Insurance And Financial Advisors - California is a legitimate nonprofit organization registered as a 501(c)(6) entity. National Association Of Insurance And Financial Advisors - California submitted a form 990, 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.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.ca.naifa.org

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

The National Association of Insurance and Financial Advisors - California seeks to enhance the business and professional skills of its members. They strive to promote ethical conduct among advisors and advocate for a favorable legislative and regulatory environment. This organization's mission is also centered around advocating for the betterment of their profession, aiming to create a positive impact in related legislative and regulatory spheres. During their 'Day on the Hill' event, members have the opportunity to engage with state legislators regarding industry-related issues.


Official website here: www.ca.naifa.org

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

Sarah Martin is the President of National Association Of Insurance And Financial Advisors - California.


Official website here: www.ca.naifa.org

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

National Association Of Insurance And Financial Advisors - California's revenue in 2022 was $278,127.


Official website here: www.ca.naifa.org

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

There 55 volunteers at National Association Of Insurance And Financial Advisors - California.


Here are 11 key members and their salaries:


John Nilmeier (Ntl Comm Person)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jennifer Williams (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Mares (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Janise Graham (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Peter Freska (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Peter Buechler (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sarah Martin (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jason Foster (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chal Daniels (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Marc Bregman (President Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mimie Yoon-Lee (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.ca.naifa.org

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

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


Official website here: www.ca.naifa.org

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

Mission Statement of National Association Of Insurance And Financial Advisors - California

The National Association of Insurance and Financial Advisors - California is committed to enhancing the business and professional skills of its members. By providing them with valuable resources and opportunities, the organization aims to promote the professional and ethical conduct of financial advisors. Furthermore, the association advocates for a positive legislative and regulatory environment, working to ensure that the interests of its members and the industry as a whole are represented effectively.

One of the ways in which the National Association of Insurance and Financial Advisors - California achieves its mission is through its Day on the Hill event. This event provides members with the opportunity to meet with their state legislators and discuss issues related to their industry. By engaging directly with policymakers, the association can help shape the regulatory environment in a way that supports the growth and success of its members.

Overall, the National Association of Insurance and Financial Advisors - California is dedicated to supporting its members and promoting the financial advisory profession. By enhancing skills, promoting ethical conduct, and advocating for a favorable regulatory environment, the association is able to help its members thrive and better serve their clients.

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Impact




October, 2024

The National Association of Insurance and Financial Advisors - California plays a significant role in the professional development and advocacy for insurance and financial advisors. Its efforts are focused on enhancing the business and professional skills of its members, which ultimately helps improve the quality of service they provide to clients. By promoting professional and ethical conduct among advisors, the organization fosters consumer trust and confidence in the industry.

Additionally, the association actively advocates for a positive legislative and regulatory environment that affects the insurance and financial sectors. Events like the "Day on the Hill" provide members with the opportunity to engage directly with state legislators, ensuring that the concerns and interests of the industry are represented in policy discussions. This proactive approach not only benefits the members but also contributes to a broader understanding of the industry's impact on the community and economy.

Through these initiatives, the National Association of Insurance and Financial Advisors - California has a substantial influence on the professionalism and integrity of financial services, ultimately contributing to community improvement and economic stability.




This information is meant to be a general summary of National Association Of Insurance And Financial Advisors - California. 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
$278,127 (2022)
Expenses
$246,754 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $12,127
  • Program Service Revenue: $260,348
  • Gross Receipts: $278,127

Assets and Liabilities:

  • Total Assets: $587,044
  • Total Liabilities: $75,001
  • Net Assets: $512,043

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

BUSINESS DEVELOPMENT

Revenue

$2,500

GOVERNMENT AFFAIRS

Revenue

$50

Membership Dues & Assessments

Revenue

$253,338

PROFESSIONAL DEVELOPMENT

Revenue

$4,460

Organization Details

Principal Officer

Sarah Martin

Main Address

600 STATE STREET STE A, CEDAR FALLS, IA, 50613

NTEE Category

Code: S41 - Community improvement

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