Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 17. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: MISCELLANEOUS. AMOUNT: 3,759. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: INSURANCE. AMOUNT: 1,023. DESCRIPTION: BOARD MEETINGS. AMOUNT: 505. DESCRIPTION: TECHNOLOGY. AMOUNT: 981. DESCRIPTION: MEMBERSHIP. AMOUNT: 206. DESCRIPTION: NATIONAL CONVENTION EXPENSE. AMOUNT: 4,000. DESCRIPTION: STATE CONFERENCE. AMOUNT: 13,614. DESCRIPTION: PROFESSIONAL DEVELOPMENT - LILI. AMOUNT: 3,898. DESCRIPTION: PROGRAM SERVICE EXPENSE. AMOUNT: 12,557. DESCRIPTION: GOVERNANCE. AMOUNT: 2,122. DESCRIPTION: YAT EXPENSES. AMOUNT: 1,747. TOTAL TO FORM 990-EZ, LINE 16: 40,653. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: LOCAL ASSOCIATION MERGERS. AMOUNT: 43. |
| PART V, LINE 35C | MEMBERSHIP DUES FOR NAIFA-DE, INC. (A STATE BRANCH) ARE INVOICED AND COLLECTED BY THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (THE NATIONAL BRANCH). THE NATIONAL BRANCH REMITS A PORTION OF THE DUES COLLECTED TO NAIFA-DE, INC. NAIFA-DE, INC. PROVIDES THE NATIONAL BRANCH WITH AN ESTIMATE OF THE STATE'S NONDEDUCTIBLE PORTION OF THE MEMBERSHIP DUES. THIS AMOUNT IS ON THE NATIONAL BRANCH'S APPLICATION AND MEMBERSHIP RENEWAL NOTICES. |
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