TY 2023 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-)	(e) Estimated amount of other compensation
UNDREA SMITH PRESIDENT	002.00	0
ADAM ROTH PRESIDENT ELECT	002.00	0
ANDREW DZURINKO VICE PRESIDENT	002.00	0
BRETTON GABOURY SECRETARY	002.00	0
STEPHEN GOUCHER TREASURER	002.00	0
JULIE JAKUBEK PAST PRESIDENT	002.00	0
BARRY MCBRIDE NATIONAL COMMITTEE CHAIR	002.00	0
KENNY ZIEGER DIRECTOR	002.00	0
BEKKI HARPER DIRECTOR	002.00	0
D MICHAEL FORD DIRECTOR	002.00	0
CONNIE JO MCADAMS DIRECTOR	002.00	0
JERLYNNE DAVIS DIRECTOR	002.00	0
DWIGHT LOEFFLER COMMITTEE CHAIR	002.00	0
PHILIP SOLINSKY COMMITTEE CHAIR	002.00	0
DAVID KROLL COMMITTEE CHAIR	002.00	0
LARS HANSEN COMMITTEE MEMBER	002.00	0
PATRICIA CHESEBROUGH EXECUTIVE VICE PRESIDENT	040.00	48,290	9,090

(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

UNDREA SMITH

PRESIDENT

002.00

ADAM ROTH

PRESIDENT ELECT

002.00

ANDREW DZURINKO

VICE PRESIDENT

002.00

BRETTON GABOURY

SECRETARY

002.00

STEPHEN GOUCHER

TREASURER

002.00

JULIE JAKUBEK

PAST PRESIDENT

002.00

BARRY MCBRIDE

NATIONAL COMMITTEE CHAIR

002.00

KENNY ZIEGER

DIRECTOR

002.00

BEKKI HARPER

DIRECTOR

002.00

D MICHAEL FORD

DIRECTOR

002.00

CONNIE JO MCADAMS

DIRECTOR

002.00

JERLYNNE DAVIS

DIRECTOR

002.00

DWIGHT LOEFFLER

COMMITTEE CHAIR

002.00

PHILIP SOLINSKY

COMMITTEE CHAIR

002.00

DAVID KROLL

COMMITTEE CHAIR

002.00

LARS HANSEN

COMMITTEE MEMBER

002.00

PATRICIA CHESEBROUGH

EXECUTIVE VICE PRESIDENT

040.00

48,290

9,090

(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)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

NAIFA ARIZONA

Employer identification number

86-6051127

Return Reference	Explanation
Form 990-EZ, Part I, Line 8, Other Revenue	DIRECTORY 13,315
Form 990-EZ, Part I, Line 16, Other Expenses	OFFICE EXPENSES 5,746
Form 990-EZ, Part I, Line 16, Other Expenses	IT EXPENSES 4,940
Form 990-EZ, Part I, Line 16, Other Expenses	CONFERENCES MEETINGS 6,368
Form 990-EZ, Part I, Line 16, Other Expenses	INSURANCE 2,286
Form 990-EZ, Part I, Line 16, Other Expenses	TAX EXPENSE 50
Form 990-EZ, Part I, Line 20, Net Assets	ADJUSTMENT IN PREPAID EXPENSES -559
Form 990-EZ, Part II, Line 24, Other Assets	PREPAID EXPENSES Beginning of year 559, End of year 0
Form 990-EZ, Part II, Line 26, Liabilities	PAYROLL LIABILITIES Beginning of year 1,104, End of year 1,106
Form 990-EZ, Part III, Line 31	IT ALSO PROVIDES THE MEMBER WITH SEVERAL MEMBER BENEFITS AND CONTAINS ADS FROM VENDORS WHO SUPPORT THE INDUSTRY. THIS YEAR, THE ASSOCIATION WAS, ONCE AGAIN, ENGAGED IN COMMUNITY OUTREACH - TO BOTH SERVE THE COMMUNITY AND ENHANCE THE IMAGE OF THE MEMBER. BOOKS FOR HEROES AND KIDS IN FOCUS WERE THE PRIMARY COMMUNITY PROJECTS IN 2023. WE ARE ACTIVE IN ADVOCATING FOR THE CONSUMER, THE AGENT AND THE INDUSTRY. HELD A SUCCESSFUL CAPITOL HILL DAY AT THE ARIZONA CAPITOL. PARTICIPATED IN A NUMBER OF EVENTS WITH FEDERAL LEGISLATORS. RETAIN A LOBBYIST TO ASSIST IN UP-TO-DATE ISSUES IN THE ARIZONA LEGISLATURE.
Form 990-EZ, Part V, Line 34	PRODUCER MEMBERS ARE ELIGIBLE TO VOTE. THESE MEMBERS NOW VOTE ON ITEMS THAT PREVIOUSLY WERE VOTED ON BY THE SPECIAL DELEGATE COUNCIL. THIS INCLUDES - ELECTING OFFICERS AND DIRECTORS OF THE ASSOCIATION SUGGESTING AND RECOMMENDING POLICY FOR CONSIDERATION BY THE BOARD OF DIRECTORS AMENDING THE BYLAWS OF THIS ASSOCIATION, RECEIVING E A REPORT OF ACTIONS OF THE BOARD OF DIRECTORS TAKEN SUBSEQUENT TO THE LAST PRECEDING ANNUAL MEETING AND OVERRULING ACTIONS OF THE BOARD OF DIRECTORS SUBMITTED TO IT BY REFERENDUM.

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

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:	23017659
Software Version:	23.1.0.0

1	Contributions, gifts, grants, and similar amounts received ....................	1
2	Program service revenue including government fees and contracts ................	2	3,569
3	Membership dues and assessments .............................	3	70,058
4	Investment income ....................................	4	7
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b
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
c	Less: direct expenses from gaming and fundraising events ...	6c
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
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8	13,315
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	86,949

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	61,532
13	Professional fees and other payments to independent contractors ............	13	6,000
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ...................	15	11,901
16	Other expenses (describe in Schedule O) ...................	16	19,390
17	Total expenses. Add lines 10 through 16 .................	17	98,823

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	-11,874
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	36,296
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20	-559
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	23,863

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? INSURANCE UNDERWRITERS ADVOCACY EDUCATION
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 NAIFA-ARIZONA IS A PROFESSIONAL TRADE ASSOCIATION. AS SUCH WE HELD A NUMBER OF PROFESSIONAL PROGRAMS FOR OUR MEMBERS. SEVERAL WERE WEBINARS TO BE ABLE TO REACH ALL MEMBERS ACROSS THE STATE. (Grants $ ) If this amount includes foreign grants, check here ...		28a
29 A NUMBER WERE IN-PERSON PROGRAMS TO ENCOURAGE NETWORKING AND ENHANCE THE MEMBER EXPERIENCE. WE PUBLISH AN ANNUAL MEMBERSHIP DIRECTORY, REFERRED TO AS THE WHOS WHO. (Grants $ ) If this amount includes foreign grants, check here ...		29a
30 THIS PUBLICATION LISTS ALL MEMBERS WITH CONTACT INFORMATION - IT ALSO SHOWCASES THE ASSOCIATION AND ITS MANY ACTIVITIES. PLEASE SEE MORE ACCOMPLISHMENTS ON SCH O. (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) 2019	(b) 2020	(c) 2021	(d) 2022	(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