Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
National Association of Insurance and Financial Advisors California (94-1120047) — Nonprofit Profile, 990 Financials & Due Diligence | Givalgo Discover
National Association of Insurance and Financial Advisors California
DBA:N/A
EIN: 94-1120047
IRS Active501(c)(6)Community ImprovementCedar FALLS, IARuling: June 2017
Due Diligence Summary
EIN 94-1120047 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Pro diligence preview
IRS Status
Active
Recognised June 2017
Pub 78
Not found
Some exempt orgs (e.g. churches) aren't required to appear.
Latest Filing
Form 990 · FY2024
Period end Dec 31, 2024
Revenue (latest FY)
$319K
Expenses $336K
Operating Reserves
1.2 months
Under 3 months — below governance norms.
Governance Flags
No flags detected
Common Form 990 governance flags are clear.
Sector
Community Improvement
NTEE S41
AI Organization Overview
Mission Statement
Enhance business and professional skills of members, promote the professional and ethical conduct of Advisors, advocate for a positive legislative and regulatory environment.
Frequently asked questions about National Association of Insurance and Financial Advisors California
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.
Is National Association of Insurance and Financial Advisors California a tax-exempt 501(c)(3)?
Yes — National Association of Insurance and Financial Advisors California is recognised by the IRS as a 501(c)(6) organisation (EIN 94-1120047). The IRS recognised National Association of Insurance and Financial Advisors California as tax-exempt in June 2017.
What is National Association of Insurance and Financial Advisors California's EIN?
National Association of Insurance and Financial Advisors California's Employer Identification Number (EIN) is 94-1120047. The EIN was assigned by the IRS in June 2017. Donors and grantmakers use the EIN to verify tax-exempt status with the IRS.
What does National Association of Insurance and Financial Advisors California do?
Enhance business and professional skills of members, promote the professional and ethical conduct of Advisors, advocate for a positive legislative and regulatory environment.
Where is National Association of Insurance and Financial Advisors California located?
National Association of Insurance and Financial Advisors California is located at 600 State Street STE A, Cedar FALLS, IA, 50613.
When was National Association of Insurance and Financial Advisors California founded or recognised by the IRS?
National Association of Insurance and Financial Advisors California was recognised by the IRS as a tax-exempt organisation in June 2017. The IRS ruling date is the earliest authoritative date available for most US nonprofits.
What is National Association of Insurance and Financial Advisors California's annual revenue?
On its most recent Form 990 (fiscal year 2024), National Association of Insurance and Financial Advisors California reported $319K in total revenue and $336K in total expenses.
Has National Association of Insurance and Financial Advisors California been auto-revoked by the IRS?
No — National Association of Insurance and Financial Advisors California (EIN 94-1120047) does not appear on the IRS Auto-Revocation List. Givalgo Discover cross-references the IRS Auto-Revocation List on every profile load; if status changes, this page reflects it.
Is National Association of Insurance and Financial Advisors California listed in IRS Publication 78?
Givalgo Discover did not find National Association of Insurance and Financial Advisors California in the most recent IRS Publication 78 download. Some tax-exempt organisations (e.g., churches and government instrumentalities) are eligible to receive deductible contributions without appearing in Pub 78 — verify directly with the IRS if uncertain.
