National Association Of Insurance And Financial Advisors Montana
- Assets
- $36.0k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Kalispell, MT
- Founding
- 07/1973
- Data as of
- 12/2021
- EIN
- 23-7297340
Organization Overview
National Association Of Insurance And Financial Advisors Montana is located in Kalispell, MT. The organization was established in 1973. According to its NTEE Classification (Y20) the organization is classified as: Insurance Providers, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. National Association Of Insurance And Financial Advisors Montana is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2021, National Association Of Insurance And Financial Advisors Montana generated $54.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (3.6%) each year. All expenses for the organization totaled $66.7k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3
THIS PROGRAM BENEFITS MEMBERS OF THE NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS IN MONTANA THROUGH THE EDUCATION OF ITS MEMBERS AS WELL AS MONTANA LEGAL LEGISLATIVE BODIES.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $54,611 |
| Investment income | $74 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $54,685 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $27,200 |
| Professional fees and other payments to independent contractors | $599 |
| Occupancy, rent, utilities, and maintenance | $12,358 |
| Printing, publications, postage, and shipping | $887 |
| Other expenses | $25,649 |
| Total expenses | $66,693 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $36,023 |
| Other assets | $0 |
| Total assets | $36,023 |
| Total liabilities | $0 |
| Net assets or fund balances | $36,023 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Regency Managed Properties Benefit Trust Sioux Falls, SD | $41,424 | $8,200,839 |
Whitney Benefits Inc Sheridan, WY | $0 | $8,065,168 |
Hagadone Employee Benefit Trust Coeur Dalene, ID | $293,742 | $6,679,723 |
Southwest Hide Employee Benefit Trust Boise, ID | $0 | $3,282,643 |
Energy Laboratories Inc Employee Welfare Benefit Plan Trust Billings, MT | $1,484,781 | $1,594,186 |
Crookham Company Employee Benefit Trust Caldwell, ID | $1,374,158 | $1,324,377 |
Humboldt Farm Mutual Insurance Of Brandt, SD | $1,707,097 | $575,556 |
South Dakota Insurance Guaranty Association Sioux Falls, SD | $9,119,803 | $2,196,992 |
Tri-County Farmers Mutual Insurance Companyrated Malta, MT | $1,265,499 | $338,003 |
Idaho Life & Health Insurance Guaranty Association Meridian, ID | $8,005,904 | $368,009 |
Montana Life And Health Insurance Guaranty Association Missoula, MT | $8,772,675 | $528,870 |
Oregon Life And Health Insurance Guaranty Association Meridian, ID | $4,529,879 | $319,937 |