2023-07-25T10:34:44-04:00 2022-12-31 562344058 DREHER MARTIN CPAS PA 4101 LAKE BOONE TRL STE 118 RALEIGH NC 27607 990 2022-01-01 263741546 NATIONAL EQUIPMENT FINANCE ASSOCIATION NATI 8473805050 PO BOX 69 NORTHBROOK IL 60065 CHAD SLUSS CEO 2023-06-26 CHAD SLUSS XXX-XX-XXXX false SUSAN C MARTIN P01084640 9195109399 2023-06-26 2022 2023-04-26 12:10:37Z CHAD SLUSS PO BOX 69 NORTHBROOK IL 60065 1345862 false X WWW.NEFASSOCIATION.ORG X 2008 GA TO PROVIDE A FORUM FOR MEMBERS TO PURSUE PERSONAL AND PROFESSIONAL GROWTH, ETHICS, ADVOCACY, NETWORKING, EDUCATION AND INVOLVEMENT. 13 13 6 81 0 105291 24025 673916 1274365 5853 9610 35265 37862 820325 1345862 13800 39465 0 356145 346052 0 0 469580 963007 839525 1348524 -19200 -2662 1993686 2142066 208574 359616 1785112 1782450 X TO PROVIDE A FORUM FOR MEMBERS TO PURSUE PERSONAL AND PROFESSIONAL GROWTH, ETHICS, ADVOCACY, NETWORKING, EDUCATION AND INVOLVEMENT. false false 418653 468730 THE FALL FUNDING SYMPOSIUM WAS HELD IN NASHVILLE, TENNESSEE IN NOVEMBER 2022. THE EVENT HOSTED APPROXIMATELY 409 LEASING INDUSTRY PROFESSIONALS. ATTENDEES HAD THE OPPORTUNITY TO NETWORK AND TO LEARN HOW TO OPERATE MORE EFFECTIVELY IN TODAY'S CHALLENGING BUSINESS ENVIRONMENT. 361553 375549 SPRING CONFERENCE - THE NEFA SUMMIT WAS HELD IN HUNTINGTON BEACH, CALIFORNIA IN MARCH 2022. THE EVENT ATTENDANCE WAS 376 LEASING INDUSTRY PROFESSIONALS THAT GATHERED TO NETWORK AND LEARN ABOUT MARKET CONDITIONS AND NEW FINANCING STRATEGIES. 100016 65664 MINI REGIONAL EVENTS - NEFA HELD 14 MINI REGIONAL EVENTS IN 2022. THESE SMALL SCALE EVENTS WERE HELD IN VARIOUS LOCATIONS THROUGHOUT THE UNITED STATES AND WERE FORUMS FOR REGIONAL NETWORKING AND EDUCATION ON A LOCAL LEVEL. 393399 39465 364422 MEMBERSHIP-MEMBERSHIP IN NEFA IS OPEN TO FIRMS ENGAGED IN FINANCING, LEASING OR COMMERCIAL FINANCE, OR FIRMS THAT HAVE AN ACTIVE INTEREST IN THE EQUIPMENT FINANCING AND LEASING FIELD AND WHO SUBSCRIBE TO THE PURPOSES OF THE ASSOCIATION. NEFA EMPOWERS ITS MEMBERS WITH DEVELOPMENTAL PROGRAMS, NETWORKING OPPORTUNITIES, AND LARGE AND SMALL GATHERINGS OF ASSOCIATION PROFESSIONALS AND INDUSTRY LEADERS FROM THROUGHOUT THE COUNTRY. NEFA ENHANCES THE MANY BENEFITS OF MEMBERSHIP THROUGH PUBLICATIONS, PROFESSIONAL COMMUNITIES AND LEADERSHIP OPPORTUNITIES. NEWSLINE - THE NEFA PUBLICATION IS DISTRIBUTED BI-MONTHLY AND FOCUSES ON INDUSTRY RELATED NEWS AND EDUCATION. 393399 39465 364422 1273621 false false false false false false false false false true false false false false true false false false false false false false false false false false true true true false false false false false false false false false false false false false false true 5 0 6 true false false false false false false false false X 13 13 false false false false false false false true true false false true false false true true false false GA X NANCY GEARY 8472911333 PO BOX 69 NORTHBROOK IL 60065 CHAD SLUSS CEO 40.00 X 160000 0 1600 ADAM PETERSON PRESIDENT 2.00 X X 0 0 0 ROBERT HORNBY VICE PRESIDE 2.00 X X 0 0 0 JACKLYNN MANNING TREASURER 2.00 X X 0 0 0 PAUL FOGLE SECRETARY 2.00 X X 0 0 0 JIM JACKSON PAST PRESIDE 2.00 X X 0 0 0 SHAWN SMITH DIRECTOR 2.00 X 0 0 0 DON COSENZA DIRECTOR 2.00 X 0 0 0 KIM KING DIRECTOR 2.00 X 0 0 0 SHERVIN RASHTI DIRECTOR 2.00 X 0 0 0 ROBERT RINALDI DIRECTOR 2.00 X 0 0 0 KAYLA PERLINGER DIRECTOR 2.00 X 0 0 0 RON ELWOOD DIRECTOR 2.00 X 0 0 0 SCOTT FORREST DIRECTOR 2.00 X 0 0 0 160000 1600 1 false true false 24025 24025 CONFERENCE REVENUE 611430 844279 844279 MEMBERSHIP DUES & ASSESSMENTS 611430 364422 364422 REGIONAL EVENT 611430 65664 65664 1274365 9610 9610 4500 4500 ADVERTISING INCOME 611430 30362 30362 OTHER INCOME 611430 3000 3000 33362 1345862 1307727 14110 33500 33500 5965 5965 161600 113120 48480 158027 138036 19991 1195 918 277 25230 20018 5212 7400 7400 67395 67395 11401 11401 43205 43205 14153 14153 49120 49120 624392 624392 9058 9058 13276 13276 SUBSCRIPTION/DUES EXPENSE 75461 75461 BANK FEES: MERCHANT SERVI 26293 26293 BANK FEES:MERCHANT SERVIC 15906 14963 943 TELECOMMUNICATIONS:PHONE 4858 4858 1089 1089 1348524 1273621 74903 0 1304896 734230 500005 1200879 88001 93108 72992 92866 34887 13904 27792 20983 1993686 2142066 26533 3627 182041 355989 208574 359616 X 1696874 1689652 88238 92798 1785112 1782450 1993686 2142066 -2662 X true X false false 5285 3193 2092 29602 10711 18891 20983 X SCHEDULE D, PAGE 3, PART X NEFA IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FORM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS WHICH WOULD AFFECT THE EXEMPT STATUS OF THE ORGANIZATION. true NEFA PO BOX 69 NORTHBROOK IL 60065 263741546 501C6 6000 SUPPORT SAFE HAVEN FAMILY SHELTER 1234 THIRD AVENUE SOUTH NASHVILLE TN 37210 621807653 501C3 20000 SUPPORT 1 1 EDUCATION INITIATIVES 8 5965 SCHEDULE I, PAGE 1, PART I, LINE 2 THE CHRIS WALKER FUND WAS ESTABLISHED TO FURTHER THE EDUCATION AND PROFESSIONAL DEVELOPMENT MISSION OF THE LEASING INDUSTRY. THE COMMITTEE SOLICITS CONTRIBUTIONS EACH YEAR PRIOR TO THE NATIONAL ASSOCIATION AND EQUIPMENT FINANCE ASSOCIATION ANNUAL CONFERENCE. THE COMMITTEE MAKES ALL FUNDING DECISIONS PRIOR TO THE ANNUAL CONFERENCE WHEN FUNDING DECISIONS ARE ANNOUNCED. X X false false false CHAD SLUSS CEO 160000 1600 161600 SCHEDULE J, PART III EACH YEAR A BOARD COMMITTEE REVIEWS PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR. ANY CHANGE IN COMPENSATION IS REVIEWED AT THIS TIME. FORM 990, PAGE 2, PART III, LINE 4D MEMBERSHIP-MEMBERSHIP IN NEFA IS OPEN TO FIRMS ENGAGED IN FINANCING, LEASING OR COMMERCIAL FINANCE, OR FIRMS THAT HAVE AN ACTIVE INTEREST IN THE EQUIPMENT FINANCING AND LEASING FIELD AND WHO SUBSCRIBE TO THE PURPOSES OF THE ASSOCIATION. NEFA EMPOWERS ITS MEMBERS WITH DEVELOPMENTAL PROGRAMS, NETWORKING OPPORTUNITIES, AND LARGE AND SMALL GATHERINGS OF ASSOCIATION PROFESSIONALS AND INDUSTRY LEADERS FROM THROUGHOUT THE COUNTRY. NEFA ENHANCES THE MANY BENEFITS OF MEMBERSHIP THROUGH PUBLICATIONS, PROFESSIONAL COMMUNITIES AND LEADERSHIP OPPORTUNITIES. NEWSLINE - THE NEFA PUBLICATION IS DISTRIBUTED BI-MONTHLY AND FOCUSES ON INDUSTRY RELATED NEWS AND EDUCATION. FORM 990, PAGE 6, PART VI, LINE 11B APPROPRIATE MEMBERS OF THE EXECUTIVE COMMITTEE REVIEW THE 990 BEFORE SUBMITTING TO THE IRS. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD APPROVED THE CEO'S COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 BYLAWS ARE POSTED ON THE ASSOCIATION'S WEBSITE. REVIEWED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.