National Association of Insurance & Financial Advisors-indiana Inc is a 501(c)(6) organization based in Cedar Falls, Iowa, registered in 1936, with $147,135 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$147K
▼ 14.8% vs prior year
Expenses (FY2024)
$192K
Net assets
$196K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for National Association of Insurance & Financial Advisors-indiana Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For National Association of Insurance & Financial Advisors-indiana Inc: 12 mo reserves · -31% margin earns a D on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for National Association of Insurance & Financial Advisors-indiana Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For National Association of Insurance & Financial Advisors-indiana Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue declined from $202K (FY2014) to $147K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
-30.5%
Spent more than it raised in the latest fiscal year.
Total assets
$223K
Total liabilities
$27K
Net assets
$196K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $147,135▼14.8% | $192,072▼16.7% | $195,853▼10.9% | $223,083▼4.0% | 990 |
| 2023 | $172,763▲10.7% | $230,509▲5.7% | $219,720▼17.2% | $232,484▼13.4% | 990 |
| 2022 | $156,079▲14.4% | $218,053▲12.8% | $265,391▼24.1% | $268,373▼27.9% | 990 |
| 2021 | $136,442▲14.6% | $193,280▲4.1% | $349,519▼7.7% | $372,020▼2.3% | 990 |
| 2020 | $119,032▼45.3% | $185,738▼14.1% | $378,566▼8.5% | $380,678▼8.9% | 990 |
| 2019 | $217,685▲21.4% | $216,148▲3.3% | $413,939▲15.6% | $417,873▲16.4% | 990 |
| 2017 | $179,244▼11.1% | $209,244▼13.6% | $358,210▼1.3% | $358,999▼1.7% | 990 |
| 2016 | $201,677▲5.7% | $242,278▲12.1% | $363,041▼1.2% | $365,080▼1.5% | 990 |
| 2015 | $190,867▼5.5% | $216,214▼3.1% | $367,504▼2.9% | $370,688▼3.2% | 990 |
| 2014 | $202,030 | $223,242▼7.8% | $378,463▲85.2% | $383,021▲85.8% | 990 |
| 2012 | — | $242,057▼8.0% | $204,339▼11.0% | $206,197▼12.1% | 990 |
| 2011 | — | $263,233 | $229,554 | $234,537 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for National Association of Insurance & Financial Advisors-indiana Inc (EIN 35-0802761) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.