2023-05-12T06:04:59-07:00 2022-12-31 420721983 Timmins Jacobsen & Strawhacker LLP 10550 New York Ave Suite 200 Des Moines IA 50322 990 2022-01-01 853681005 NAIFA - NEW YORK INC NAIF 5183208444 600 STATE STREET STE A CEDAR FALLS IA 50613 COREY MATHEWS Executive Director 2023-05-12 true COREY MATHEWS 999009999 true JEFFREY F STRAWHACKER CPA P00034782 5152708080 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z 600 STATE STREET STE A CEDAR FALLS IA 50613 270040 false X NY.NAIFA.ORG X 2020 PROMOTING THE HIGHER BUSINESS STANDARDS, ETHICS, EDUCATION OF THE PROFESSION, AS WELL AS THE ENLIGHTENMENT AND ENGAGEMENT OF THE PUBLIC ON THE BENEFITS OF ENGAGEMENT WITH THE INSURANCE AND FINANCIAL SERVICES INDUSTRY IN THE STATE OF NEW YORK 7 7 0 25 0 0 247122 270040 0 0 247122 270040 0 0 0 0 0 179131 216175 179131 216175 67991 53865 285929 322702 192013 174921 93916 147781 PROMOTING THE HIGHER BUSINESS STANDARDS, ETHICS, EDUCATION OF THE PROFESSION, AS WELL AS THE ENLIGHTENMENT AND ENGAGEMENT OF THE PUBLIC ON THE BENEFITS OF ENGAGEMENT WITH THE INSURANCE AND FINANCIAL SERVICES INDUSTRY IN THE STATE OF NEW YORK false false EDUCATIONAL AND PROFESSIONAL DEVELOPMENT PROGRAMMING TO ENHANCE THE BUSINESS AND PROFESSIONAL SKILLS OF THE MEMBERS. PROGRAMS INCLUDE INDIVIDUAL LEADERSHIP SKILLS, MANAGEMENT SKILLS, AND AN ANNUAL CONFERENCE. ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT FOR MEMBERS. false false false true false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 1 0 true 0 false false false false false false false false X 7 7 false true false false true true false true false false false false true true true true false false false false X NAIFA MIDWEST OFFICE 5183208444 600 STATE STREET STE A CEDAR FALLS IA 50613 X GARY CAPPON President 4.00 0.00 X X 0 0 0 VINNY DALLO PRESIDENT ELECT 4.00 0.00 X X 0 0 0 ROBERT MILLER PAST PRESIDENT 4.00 0.00 X X 0 0 0 PAUL SCIACCA VP ADVOCACY 2.00 0.00 X 0 0 0 NEIL HIMMELSTEIN VP 2.00 0.00 X 0 0 0 THOMAS PALMERI SECRETARY/TREAS 4.00 0.00 X X 0 0 0 JOSEPH TEMPLIN VICE PRES - MBR 2.00 0.00 X 0 0 0 0 false false false 0 0 BUSINESS DEVELOPMENT 2000 2000 Membership Dues & Assessments 266540 266540 PAC ADMIN FEES 1500 1500 270040 0 0 0 0 0 0 0 0 0 270040 270040 X 0 0 0 0 0 0 0 0 0 0 102615 0 4950 36000 0 0 36000 1876 4282 0 0 0 12792 0 8228 0 0 0 1667 GRANTS/SCHOLARSHIPS/DONATIONS 6992 DUES AND SUBSCRIPTIONS 713 CREDIT CARD FEES 60 0 216175 0 0 0 272207 309827 0 0 7722 6875 0 0 0 0 6000 6000 0 0 0 0 0 0 285929 322702 5275 12524 31158 24366 155580 138031 192013 174921 X 93916 147781 93916 147781 285929 322702 53865 X true X false false false false false false true 266540 36000 930 36930 31045 5885 DUE TO AFFILIATE 138031 138031 X Part X : FIN48 Footnote The Association has evaluated its tax positions taken on the years open to examination (years ended December 31, 2020, 2021. and 2022) and has determined that there is no significant uncertainty regarding the tax positions taken. If the Association had determined a liability was necessary, any tax and related penalties and interest would be charged to operations. Form 990, Part VI, Section A, Line 3 DAILY OPERATING ACTIVITIES INCLUDING ADMINISTRATIVE, FINANCE AND EVENT FUNCTION ARE DELEGATED VIA A CONTRACT WITH AN INDPENDENT THIRD PARTY FIRM. THE MANAGEMENT FIRM'S ACTIVITIES ARE MONITORED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section A, Line 6 MEMBERS CONSIST OF INSURANCE AND FINANCIAL ADVISORS OPERATING OR EMPLOYED IN THE STATE OF NEW YORK. Form 990, Part VI, Section B, Line 11b FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND MANAGEMENT STAFF PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c VOLUNTEERS ARE PROVIDED WITH AND BRIEFED ON NAIFA - NEW YORK'S CONFLICT OF INTEREST POLICY AT THE ONSET OF THEIR ENGAGEMENT AND NO LESS THAN ONCE ANNUALLY. ADDITIONALLY, THE POLICY IS CONTAINED IN EVERY BOARD MEETING PACKET AND THERE IS A VERBAL REMINDER AT THE BEGINNING OF EACH MEETING. STAFF ALSO MONITORS ACTIVITIES FOR ANY POTENTIAL CONFLICTS AND BRINGS THEM TO THE ATTENTION OF THE PRESIDENT AND BOARD SHOULD THAT BECOME NECESSARY. Form 990, Part VI, Section C, Line 19 No documents available to the public.