Totals
- Total revenue
- $614,254
- Total expenses
- $591,315
- Contributions and grants received
- $595,281
- Grants paid
- $2,500
- Program service revenue
- $0
- Investment income
- $18,973
- Other revenue
- $0
- Total assets, end of year
- $467,966
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $467,966
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $591,315
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
$477,000
-
1f · All other contributions, gifts and grants
$118,281
-
3 · Investment income
total $18,973 · excluded $18,973
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,500
-
11a · Fees: management
total $304,360
-
11b · Fees: legal
total $9,843
-
11c · Fees: accounting
total $2,600
-
11d · Fees: lobbying
total $86,000
-
11g · Fees: other
total $134,762
-
14 · Information technology
total $17,341
-
19 · Conferences, conventions and meetings
total $33,909
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $13,042 · end of year $12,007
-
2 · Savings and temporary cash investments
beginning of year $431,985 · end of year $455,959
-
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 $445,027 · end of year $467,966
Mission and programs · 2024
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 $591,315 · Revenue $614,254
As filed on the 2024 return.
Listed in Part VII
-
Brooke TinerBROOKE TINER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Bryan SandersBRYAN SANDERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Chris ConradCHRIS CONRAD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Christian WalkCHRISTIAN WALK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dan PitcherDAN PITCHER
DIRECTOR/PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Darren WestendorfDARREN WESTENDORF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth HeyingELIZABETH HEYING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Eric NemmersERIC NEMMERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Suzanne HeckenlaibleSUZANNE HECKENLAIBLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jeff VariscoJEFF VARISCO
TREASURER/DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer VermeerJENNIFER VERMEER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jodi AhlmanJODI AHLMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Karla AshenhurstKARLA ASHENHURST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kim WelchKIM WELCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Laurance JohnsonLAURANCE JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michaelanne EhrenbergMICHAELANNE EHRENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mike DowningMIKE DOWNING
VICE PRESIDENT/DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mitch WasdenMITCH WASDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Nick GerhartNICK GERHART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robert TekolsteROBERT TEKOLSTE
PAST PRESIDENT/DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Scott SundstromSCOTT SUNDSTROM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Sinead MadiganSINEAD MADIGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Steve ShafferSTEVE SHAFFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ted PoulsenTED POULSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Teresa HurseyTERESA HURSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Timothy BrownTIMOTHY BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tony LengelingTONY LENGELING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tyler BrownTYLER BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Zach KeelingZACH KEELING
PRESIDENT/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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 1 April 2026
- IRS schema version
- 2024v5.5
- Source object
- 202630969349301288
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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