TY 2020 Form 990EZ

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)
SHANNON ROBERTSON STATE EXEC VP	40.00	11,865
GENE PLAUCHE Director	2.00	0
JASON DOISE NATL COMMITTEE	2.00	0
JASON KING President	4.00	0
GEORGE G JOHNSON IMMED PAST PRES	4.00	0
BLAKE GILLIES SECRETARY/TREAS	4.00	0
LORI BROUSSARD PRESIDENT ELECT	4.00	0
STEPHEN ADAMS Director	2.00	0
NORMA HOLMES Director	2.00	0
BEVERLY BAKER Director	2.00	0

(a) Name and title

(b) Average
hours per week
devoted to position

(c) Reportable compensation
(Forms W-2/1099-MISC) (if not paid, enter -0-)

(d) Health benefits, contributions to employee benefit plans, and
deferred compensation

(e) Estimated amount
of other compensation

SHANNON ROBERTSON

STATE EXEC VP

40.00

11,865

GENE PLAUCHE

Director

2.00

JASON DOISE

NATL COMMITTEE

2.00

JASON KING

President

4.00

GEORGE G JOHNSON

IMMED PAST PRES

4.00

BLAKE GILLIES

SECRETARY/TREAS

4.00

LORI BROUSSARD

PRESIDENT ELECT

4.00

STEPHEN ADAMS

Director

2.00

NORMA HOLMES

Director

2.00

BEVERLY BAKER

Director

2.00

(a) Name and title of each employee

(b) Average
hours per week
devoted to position

(c) Reportable compensation
(Forms W-2/1099-MISC)

(d) Health benefits, contributions to employee benefit plans, and deferred compensation

(e) Estimated amount of other compensation

NONE

(a) Name and business address of each independent contractor

(b) Type of service

(c) Compensation

NONE

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

NAIFA LOUISIANA INC

Employer identification number

72-6029436

Return Reference	Explanation
Other Expenses.1002	Office Expenses $172
Other Expenses.1005	Travel $983
Other Expenses.1009	Depreciation $305
Other Expenses.1012	Insurance $3987
Other Expenses.1	GRANTS/SCHOLARSHIPS/DONATIONS $6704
Other Expenses.2	SALES CARAVAN $5891
Other Expenses.3	BOARD LEADERSHIP $2176
Other Expenses.4	MEMBERSHIP $1727
Other Expenses.5	TELEPHONE $1232
Other Expenses.7	PROFESSIONAL DEVELOPMENT $876
Other Expenses.8	SUBSCRIPTION/LICENSE FEE $706
Other Expenses.9	EQUIPMENT $500
Other Expenses.10	STATE CONVENTION $480
Other Expenses.11	OTHER $390
Other Expenses.13	BANK & MERCHANT FEES $-109
Other Assets.1005	Accounts Receivable - Beginning $13801 Accounts Receivable - Ending $5692
Other Assets.1011	Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $10498
Other Assets.1	DEPOSITS - Beginning $480 DEPOSITS - Ending $0
Total Liabilities.1001	Accounts Payable and Accrued Expenses - Beginning $7060 Accounts Payable and Accrued Expenses - Ending $5553
Total Liabilities.1003	Deferred Revenue - Beginning $28675 Deferred Revenue - Ending $19338
Total Liabilities.1	PAYROLL TAX LIABILITIES - Beginning $6249 PAYROLL TAX LIABILITIES - Ending $7996
Total Liabilities.2	CUSTODIAL FUNDS - Beginning $0 CUSTODIAL FUNDS - Ending $9734

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:	20011551
Software Version:	2020v4.0

1	Contributions, gifts, grants, and similar amounts received ....................	1
2	Program service revenue including government fees and contracts ................	2	9,624
3	Membership dues and assessments .............................	3	119,133
4	Investment income ....................................	4	79
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b	0
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000)	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) ..	6b	0
c	Less: direct expenses from gaming and fundraising events ...	6c	0
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d
7a	Gross sales of inventory, less returns and allowances ......	7a
b	Less: cost of goods sold .............	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	128,836

10	Grants and similar amounts paid (list in Schedule O) ................	10
11	Benefits paid to or for members ......................	11
12	Salaries, other compensation, and employee benefits ................	12	12,956
13	Professional fees and other payments to independent contractors ............	13	80,482
14	Occupancy, rent, utilities, and maintenance ...................	14	6,183
15	Printing, publications, postage, and shipping ...................	15	909
16	Other expenses (describe in Schedule O) ...................	16	26,020
17	Total expenses. Add lines 10 through 16 .................	17	126,550

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	2,286
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return) .................	19	21,952
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	24,238

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, PROVIDE AND COORDINATE EDUCATIONAL AND OTHER MEMBER SERVICES WHILE PROMOTING THE ETHICAL CONDUCT OF ITS MEMBERS, WHO ARE INSURANCE AND FINANCIAL ADVISORS IN THE STATE OF LOUISIANA.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, PROVIDE AND COORDINATE EDUCATIONAL AND OTHER MEMBER SERVICES WHILE PROMOTING THE ETHICAL CONDUCT OF ITS MEMBERS, WHO ARE INSURANCE AND FINANCIAL ADVISORS IN THE STATE OF LOUISIANA. (Grants $ ) If this amount includes foreign grants, check here ...		28a
29 (Grants $ ) If this amount includes foreign grants, check here ...		29a
30 (Grants $ ) If this amount includes foreign grants, check here ...		30a
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32

Sign Here

	Signature of officer	Date

	Type or print name and title

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures