Totals
- Total revenue
- $490,833
- Total expenses
- $463,167
- Contributions and grants received
- $468,125
- Grants paid
- $50,000
- Program service revenue
- $0
- Investment income
- $22,708
- Other revenue
- $0
- Total assets, end of year
- $445,027
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $445,027
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $463,167
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$468,125
-
3 · Investment income
total $22,708 · excluded $22,708
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $50,000
-
11a · Fees: management
total $282,198
-
11b · Fees: legal
total $8,124
-
11c · Fees: accounting
total $2,200
-
11d · Fees: lobbying
total $78,000
-
11g · Fees: other
total $6,183
-
14 · Information technology
total $6,925
-
19 · Conferences, conventions and meetings
total $27,965
-
24a · Other expenses: MISC. PROJECTS
total $1,572
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,543 · end of year $13,042
-
2 · Savings and temporary cash investments
beginning of year $410,818 · end of year $431,985
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $417,361 · end of year $445,027
Mission and programs · 2023
Mission
THE PURPOSE OF THE ASSOCIATION IS TO ENHANCE THE GROWTH, AWARENESS, AND UNDERSTANDING OF THE IOWA LIFE INSURANCE, HEALTH INSURANCE, AND FINANCIAL SERVICES INDUSTRIES.
Activities or mission (Part I)
ENHANCE THE GROWTH AND UNDERSTANDING OF THE IOWA INSURANCE AND FINANCIAL SERVICES INDUSTRIES.
-
THE ASSOCIATION REPRESENTS THE INTERESTS OF ITS MEMBERSHIP AND THEIR CUSTOMERS IN THE LIFE INSURANCE, HEALTH INSURANCE, AND FINANCIAL SERVICES INDUSTRIES. THE SERVICES INCLUDE PROVIDING INFORMATION, TRAINING, EDUCATION, AND MONITORING OF THE LEGISLATIVE AND REGULATORY ENVIRONMENT TO ASSIST THE MEMBERSHIP WITH BUSINESS SOLUTIONS.
Expenses $463,167 · Revenue $490,833
As filed on the 2023 return.
Listed in Part VII
-
ZACH KEELING
VICE PRESIDENT/DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JIM DENHOLM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
ERIC NEMMERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
TONY LENGELING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
SINEAD MADIGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
STEVE SHAFFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MICHAELANNE EHRENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
SCOTT SUNDSTROM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
BRENDAN HOSTETLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
TIMOTHY BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MITCH WASDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JODI AHLMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
ELIZABETH HEYING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DAN PITCHER
PRESIDENT/DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JEFF VARISCO
SECRETARY/TREASURER/DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
ROBERT TEKOLSTE
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
TYLER BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
CHRIS CONRAD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
TERESA HURSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
KIM WELSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
LARRY JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
SUZ HECKENLIABLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JENNIFER VERMEER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
CHRISTIAN WALK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DARREN WESTENDORF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$25,000
TO SUPPORT ADVOCACY ON POLICY ISSUES OF COMMON INTERESTS
-
TO SUPPORT ADVOCACY ON POLICY ISSUES OF COMMON INTERESTS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541049349302154
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