NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS TAMPA INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS TAMPA INC (EIN 23-7296271)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2019-04-13
IRS object ID: 201901039349300625
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-04-13T10:58:14-05:00	ReturnTs
Tax Period End	2018-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	592482214	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FRSCPA PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1301 66TH ST N	AddressLine1Txt
City	SAINT PETERSBURG	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	337105501	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237296271	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NATIONAL ASSOCIATION OF INSURANCE	BusinessNameLine1Txt
Business Name Line2	AND FINANCIAL ADVISORS-TAMPA INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	NATI	BusinessNameControlTxt
Phone	8136578052	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 21824	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33622	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BILL BRAM	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8136578052	PhoneNum
Signature	2018-03-12	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAUL E HOROWITZ	PreparerPersonNm
PTIN	P01474269	PTIN
Phone	7273471120	PhoneNum
Preparation	2019-03-12	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	64.88.174.3	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-04-13	IPDt
IP Tm	10:58:14	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	29AD4FEE371B53D39F2AF4CC0185F1320A84E181	AtSubmissionCreationDeviceId
At Submission Filing Device Id	FFEDFE3D1EBFAA800708C792B8BC5BEEA665E0D3	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	BILL BRAM	PrincipalOfficerNm
Gross Receipts	$44,381	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.NAIFATAMPA.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2000	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	PROVIDING LOCAL INSURANCE AGENTS AND FINANCIAL ADVISORS WITH EDUCATION AND NETWORKING OPPORTUNITIES.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	25	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$25,654	PYContributionsGrantsAmt
CY Contributions Grants	$23,921	CYContributionsGrantsAmt
PY Program Service Revenue	$16,928	PYProgramServiceRevenueAmt
CY Program Service Revenue	$18,810	CYProgramServiceRevenueAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
PY Other Revenue	$1,794	PYOtherRevenueAmt
CY Other Revenue	$1,650	CYOtherRevenueAmt
PY Total Revenue	$44,376	PYTotalRevenueAmt
CY Total Revenue	$44,381	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$912	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$702	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$42,619	PYOtherExpensesAmt
CY Other Expenses	$44,540	CYOtherExpensesAmt
PY Total Expenses	$43,531	PYTotalExpensesAmt
CY Total Expenses	$45,242	CYTotalExpensesAmt
PY Revenues Less Expenses	$845	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$861	CYRevenuesLessExpensesAmt
Total Assets BOY	$14,693	TotalAssetsBOYAmt
Total Assets EOY	$13,832	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$14,693	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$13,832	NetAssetsOrFundBalancesEOYAmt
Mission	PROVIDING LOCAL INSURANCE AGENTS AND FINANCIAL ADVISORS WITH EDUCATION AND NETWORKING OPPORTUNITIES.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	MEMBER SERVICES: TO ENHANCE THE ABILITY OF MEMBERS TO PROVIDE FINANCIAL SECURITY FOR THEIR CLIENTS, THROUGH APPROPRIATE LEGISLATIVE ACTION AND PROMOTION OF ETHICAL CONDUCT OF AGENTS AND OTHERS ENGAGED IN INSURANCE AND RELATED FINANCIAL SERVICES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	LUNCHEONS: PROVIDING LOCAL INSURANCE AGENTS AND FINANCIAL ADVISORS WITH EDUCATION AND NETWORKING OPPORTUNITIES THROUGH MONTHLY MEETINGS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Desc	SEMINARS & CONVENTIONS: TO PROVIDE CONTINUING AND PROFESSIONAL SKILLS DEVELOPMENT FOR MEMBERS IN PERFORMING INSURANCE AND RELATED FINANCIAL SERVICES.	Desc

Field	Value	IRS element (for citing)
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	Yes (true)	LocalChaptersInd
Policies Reference Chapters	Yes (true)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	false	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TRACY ASSOCIATION MANAGEMENT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8135013165	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 21824	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33622	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
KEATHEL CHAUNCEY
DIRECTOR	0.50	Yes (X)	$0	$0	$0
ROBERT BEVERLY
DIRECTOR	0.50	Yes (X)	$0	$0	$0
THOMAS BROPHY
DIRECTOR	0.50	Yes (X)	$0	$0	$0
CHRISTOPHER BRUSER
DIRECTOR	0.50	Yes (X)	$0	$0	$0
KENNETH RUSSEL
MEMBERSHIP C	0.50	Yes (X)	$0	$0	$0
MELISSA SNIVELY
DIRECTOR	0.50	Yes (X)	$0	$0	$0
SCOTT SPICER
DIRECTOR	0.50	Yes (X)	$0	$0	$0
PATRICK BARRABRANT
VICE PRESIDE	0.50		$0	$0	$0	Yes (X)
BILL BRAM
PRESIDENT	0.50		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Membership Dues	$20,046	MembershipDuesAmt
All Other Contributions	$3,875	AllOtherContributionsAmt
Total Contributions	$23,921	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	SEMINARS/MEETINGS	Desc
Business	900099	BusinessCd
Total Revenue Column	$18,810	TotalRevenueColumnAmt
Related Or Exempt Func Income	$18,810	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$18,810	TotalProgramServiceRevenueAmt
Fundraising Gross Income	$1,650	FundraisingGrossIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,650	TotalRevenueColumnAmt
Exclusion	$1,650	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$44,381	TotalRevenueColumnAmt
Related Or Exempt Func Income	$18,810	RelatedOrExemptFuncIncomeAmt
Exclusion	$1,650	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$702	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$12,000	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$600	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,474	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,089	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$24,772	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,089	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
PROF DEV & CE EXPENSES	$1,000
BANK FEE	$595
YOUNG ADVISORS TEAM	$435
AWARDS	$306

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$180	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$45,242	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$14,693	BOYAmt
EOY	$13,832	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$14,693	BOYAmt
EOY	$13,832	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$14,693	BOYAmt
EOY	$13,832	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$14,693	BOYAmt
EOY	$13,832	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$14,693	BOYAmt
EOY	$13,832	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$861	ReconcilationRevenueExpnssAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 6	THE ORGANIZATION HAS MEMBERS WHO CONSIST OF THE ACTIVE, ASSOCIATE AND HONORARY CLASSES. THE ACTIVE MEMBERSHIP: INSURANCE AND FINANCIAL ADVISORS LICENSED TO SELL LIFE, HEALTH AND/OR PROPERTY-CASUALTY INSURANCE IN EITHER A PERSONAL SALES OR A FIELD MANAGEMENT CAPACITY. THE ASSOCIATE MEMBERSHIP: ANY PERSON AFFILIATED IN ANY CAPACITY WITH THE HOME OFFICE OR AGENCY OFFICE OF A LIFE INSURANCE COMPANY AND WHO IS NOT ELIGIBLE FOR ACTIVE MEMBERSHIP. THE HONORARY MEMBERSHIP: ANY PERSON WHO HAS PERFORMED SOME DISTINGUISHED SERVICE IN THE FIELD OF LIFE INSURANCE OR IN THIS COMMUNITY AND WHO IS NOT AN ACTIVE OR ASSOCIATE MEMBER MAY BE ELECTED AS HONORARY MEMBER FOR A PERIOD OF ONE YEAR AND THEREAFTER MAY BE RE-ELECTED FROM YEAR TO YEAR.
FORM 990, PAGE 6, PART VI, LINE 7A	MEMBERS OF THE GOVERNING BODY ARE SELECTED BY DEMOCRATIC VOTE. VOTING SHALL BE BY SECRET BALLOT AND SHALL NOT BE CUMULATIVE. THERE SHALL BE NO VOTING BY PROXY. THE OFFICERS ARE ELECTED BY MAJORITY VOTE OF ALL VOTE CAST. THE DIRECTORS AR ELECTED BY THE HIGHEST NUMBER OF VOTES RECEIVED.
FORM 990, PAGE 6, PART VI, LINE 11B	FORM 990 WAS REVIEWED BY THE BOARDMEMBERS PRIOR TO BEING SIGNED BY THE OFFICER OF THE BOARD AND FILED.
FORM 990, PAGE 6, PART VI, LINE 18	COPY OF THE FORM 990 WILL BE AVAILABLE FOR REVIEW AT THE ASSOCIATION OFFICE.
FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.