National Association of Insurance and Financial Advisors California
National Association of Insurance and Financial Advisors California's network
11 people1 organisationi11 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (11). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
11 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 11 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Janise Graham Chair | Membership Chair | 2022 | 4 yrs |
| Peter Buechler Chair | Advocacy Chair | 2020 | 6 yrs |
| Bobbi Barbara | Director | 2024 | 2 yrs |
| Dion Reyes Quiocho | Treasurer | 2024 | 2 yrs |
| Jason Foster | President | 2019 | 7 yrs |
| Lars Willerup | Director | 2024 | 2 yrs |
| Louis Gardner | Director | 2024 | 2 yrs |
| Marc A Bregman | Past President | 2023 | 3 yrs |
| Michael Andrew Mares | President Elect | 2023 | 3 yrs |
| Rich Coffin | Company secretary | 2020 | 6 yrs |
| Sarah Martin | Director | 2023 | 3 yrs |
Officers and senior leadership
10 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Chad Daniels | Treasurer | 2021 |
| Chal Daniels | Treasurer | 2022 |
| Jason Foster | Company secretary | 2022 |
| Jennifer Williams | President | since 2020 |
| John Nilmeier | Past President | 2020 |
| Marc Bregman | Company secretary | since 2021 |
| Mimie Yoon-Lee | President | since 2020 |
| Sarah Hinds | Company secretary | 2020 |
| Sarah Martin | President | since 2021 |
| Steven Frank | Treasurer | 2020 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Bobbi Barbara | Director | 2 | $0 | ||
| Louis Gardner | Director | 2 | $0 | ||
| Lars Willerup | Director | 2 | $0 | ||
| Michael Andrew Mares | President | 4 | $0 | ||
| Dion Reyes Quiocho | Treasurer | 4 | $0 | ||
| Jason Foster | Past President | 4 | $0 | ||
| Rich Coffin | President Elect | 4 | $0 | ||
| Janise Graham | Secretary | 4 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- National Association of Insurance and Financial Advisors California
- EIN
- 941120047
- Address
- 600 State St Ste A, Cedar Falls, IA, 50613-3371
- State
- Iowa
- Mission
- Enhance business and professional skills of members, promote the professional and ethical conduct of advisors, advocate for a positive legislative and regulatory environment. (as filed on the Form 990)
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 5 (IRS master file code)
- Formed
- 2003
- Principal officer
- Aby Henneberry (as named on the Form 990)
- IRS ruling date
- 1 June 2017
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Longest observed on the filings
≥7years on the filingsJason Foster
≥6years on the filingsPeter Buechler
≥6years on the filingsRich Coffin
≥4years on the filingsJanise Graham
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $551k
- Total liabilities
- $85k
- Net assets or fund balances
- $466k
- Contributions and grants received
- $0
- Program service revenue
- $361k
- Employees
- 0
- Volunteers
- 55
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $319k | $336k | Deficit $17k |
As filed on the IRS Form 990. US dollars.