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-)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
ROB LANDGRAF President	4.00	0
ALLISON KRAUS PRESIDENT ELECT	2.00	0
BRIAN FLEMING Secretary	2.00	0
DREW DEWITT PAST PRESIDENT	2.00	0
LARS BIERLY NATL COMMITTEE	2.00	0
ALLISON KRAUS Treasurer	2.00	0
COREY ANDERSON VP ADVOCACY	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

ROB LANDGRAF

President

4.00

ALLISON KRAUS

PRESIDENT ELECT

2.00

BRIAN FLEMING

Secretary

2.00

DREW DEWITT

PAST PRESIDENT

2.00

LARS BIERLY

NATL COMMITTEE

2.00

ALLISON KRAUS

Treasurer

2.00

COREY ANDERSON

VP ADVOCACY

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

NATIONAL ASSOCIATION OF INSURANCE AND
FINANCIAL ADVISORS MINNESOTA

Employer identification number

41-0775829

Return Reference	Explanation
Other Revenue.1	ROYALTIES $459
Other Expenses.1002	Office Expenses $13
Other Expenses.1012	Insurance $2589
Other Expenses.1	GRANTS/SCHOLARSHIPS/DONATIONS $6884
Other Expenses.2	ALLIANCE PROF ASSN $2753
Other Expenses.3	PROFESSIONAL DEVELOPMENT $2333
Other Expenses.4	SUBSCRIPTION/LICENSE FEE $1605
Other Expenses.5	LOBBYING COSTS $1060
Other Expenses.6	BOARD LEADERSHIP $977
Other Expenses.7	PAC ADMINISTRATION` $748
Other Expenses.8	AFFILIATE PROGRAMMING $531
Other Expenses.9	TELEPHONE $327
Other Expenses.10	OTHER $139
Other Expenses.11	MEMBERSHIP $111
Other Expenses.12	BANK & MERCHANT FEES $75
Other Assets.1005	Accounts Receivable - Beginning $8289 Accounts Receivable - Ending $7731
Other Assets.1011	Prepaid Expenses and Deferred Charges - Beginning $1386 Prepaid Expenses and Deferred Charges - Ending $6261
Total Liabilities.1001	Accounts Payable and Accrued Expenses - Beginning $2662 Accounts Payable and Accrued Expenses - Ending $354
Total Liabilities.1003	Deferred Revenue - Beginning $18600 Deferred Revenue - Ending $17471
Total Liabilities.1	ACCRUED EXPENSES - Beginning $3750 ACCRUED EXPENSES - Ending $5020
Total Liabilities.2	CUSTODIAL FUNDS - Beginning $6545 CUSTODIAL FUNDS - Ending $6091
Changes to Organizing or Governing Documents	NAME OF THE ORGANIZATION WAS CHANGED FROM MINNESOTA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS, INC. TO NAIFA - MINNESOTA.

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	5,265
2	Program service revenue including government fees and contracts ................	2	7,035
3	Membership dues and assessments .............................	3	124,925
4	Investment income ....................................	4
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	459
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	137,684

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	4,509
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	70,509
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	75,018

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, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF ITS MEMBERS.
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 ANNUAL EDUCATIONAL PROGRAMS INCLUDING AN ANNUAL STATE CONVENTION. (Grants $ ) If this amount includes foreign grants, check here ...		28a
29 MEMBERSHIP SUPPORT AND NETWORKING SERVICES. (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

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

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
13	Professional fees and other payments to independent contractors ............	13	112,979
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ...................	15	51
16	Other expenses (describe in Schedule O) ...................	16	20,145
17	Total expenses. Add lines 10 through 16 .................	17	133,175

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