2025-05-09T07:47:00-04:00 2024-12-31 562344058 DREHER MARTIN CPAS PA 6739 FALLS OF NEUSE RD STE M RALEIGH NC 27615 990 2024-01-01 263741546 NATIONAL EQUIPMENT FINANCE ASSOCIATION NATI 8473805050 PO BOX 69 NORTHBROOK IL 60065 CHAD SLUSS CEO 2025-05-07 false SUSAN C MARTIN P01084640 9195109399 2025-05-07 2024 2025-03-06 01:10:19Z CHAD SLUSS PO BOX 69 NORTHBROOK IL 60065 1620239 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 7 121 0 35975 36806 1620381 1490023 65988 66795 15000 26615 1737344 1620239 36755 40498 0 477448 658105 0 0 1069754 1180585 1583957 1879188 153387 -258949 2312743 1702470 376906 154578 1935837 1547892 X TO PROVIDE A FORUM FOR MEMBERS TO PURSUE PERSONAL AND PROFESSIONAL GROWTH, ETHICS, ADVOCACY, NETWORKING, EDUCATION AND INVOLVEMENT. false false 441566 437489 THE FALL FUNDING SYMPOSIUM WAS HELD IN INDIANAPOLIS, INDIANA IN NOVEMBER 2024. THE EVENT HOSTED APPROXIMATELY 389 LEASING INDUSTRY PROFESSIONALS. ATTENDEES HAD THE OPPORTUNITY TO NETWORK AND TO LEARN HOW TO OPERATE MORE EFFECTIVELY IN TODAY'S CHALLENGING BUSINESS ENVIRONMENT. 522731 15410 517406 SPRING CONFERENCE - THE NEFA SUMMIT WAS HELD IN HUNTINGTON BEACH, CALIFORNIA IN MARCH 2024. THE EVENT ATTENDANCE WAS 409 LEASING INDUSTRY PROFESSIONALS THAT GATHERED TO NETWORK AND LEARN ABOUT MARKET CONDITIONS AND NEW FINANCING STRATEGIES. 107713 57428 MINI REGIONAL EVENTS - NEFA HELD 7 MINI REGIONAL EVENTS IN 2024. THESE SMALL-SCALE EVENTS WERE HELD IN VARIOUS LOCATIONS AROUND THE UNITED STATES AND VIRTUALLY AND WERE FORUMS FOR REGIONAL NETWORKING AND EDUCATION ON A LOCAL LEVEL. 701638 25088 477700 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. VIRTUAL NETWORKING - NEFA HELD 15 VIRTUAL NETWORKING EVENTS IN 2024. THESE EVENTS WERE HELD VIRTUALLY AND WERE FORUMS FOR REGIONAL NETWORKING AND EDUCATION ON A LOCAL LEVEL. FOUNDATION - THE FOUNDATION AWARDS GRANTS TO INDIVIDUALS AND ORGANIZATIONS IN THE LEASING INDUSTRY. 701638 25088 477700 1773648 false false false false false false false false false true false false false true true false false false false false false false false false false false true false true false false false false false false false false false false false true false false true 6 0 7 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 KARA ZIEGLER 8474230796 PO BOX 69 NORTHBROOK IL 60065 CHAD SLUSS CEO 40.00 X 213600 0 6408 PAUL FOGLE CLFP PRESIDENT 2.00 X X 0 0 0 KIM KING CLFP VICE PRESIDE 2.00 X X 0 0 0 SHERVIN RASHTI CLFP TREASURER 2.00 X X 0 0 0 RON ELWOOD CLFP SECRETARY 2.00 X X 0 0 0 ROBERT HORNBY PAST PRESIDE 2.00 X X 0 0 0 JEFF BILBREY DIRECTOR 2.00 X 0 0 0 MELISSA FISHER CLFP DIRECTOR 2.00 X 0 0 0 DAVE GRUBER DIRECTOR 2.00 X 0 0 0 JAIMIE HAVER CLFP DIRECTOR 2.00 X 0 0 0 BETH MCLEAN CLFP DIRECTOR 2.00 X 0 0 0 DREW OLYNICK CLFP DIRECTOR 2.00 X 0 0 0 KRISTI SCHON DIRECTOR 2.00 X 0 0 0 AMY WAGNER CLFP DIRECTOR 2.00 X 0 0 0 213600 6408 1 false true false 36806 36806 CONFERENCE REVENUE 611430 954895 954895 MEMBERSHIP DUES & ASSESSMENTS 611430 477700 477700 REGIONAL EVENT 611430 57428 57428 1490023 66795 66795 ADVERTISING INCOME 611430 26615 26615 26615 1620239 1516638 66795 39958 39958 540 540 220008 154006 66002 382529 361550 20979 11077 10476 601 44491 38746 5745 9500 9500 47768 47768 60092 60092 24052 24052 9521 9521 73123 63661 9462 660610 660610 8203 8203 31388 29582 1806 SUBSCRIPTION/DUES EXPENSE 126355 126355 OTHER EXPENSE 60783 60783 BANK FEES: MERCHANT SERVI 27986 27986 BANK FEES:MERCHANT SERVIC 11550 10605 945 29654 29654 1879188 1773648 105540 0 669662 778877 1451958 701186 48643 88292 129602 101639 63849 31373 12878 32476 2312743 1702470 15482 14177 361424 133474 6927 376906 154578 X 1818559 1547892 117278 1935837 1547892 2312743 1702470 X -258949 -128996 X true X false false 6447 5659 788 57402 25714 31688 32476 DUE TO FOUNDATION 6927 6927 X SCHEDULE D, PAGE 3, PART X NEFA IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM 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 CLFP FOUNDATION PO BOX 146 NORTHBROOK IL 60065 462805002 501C6 9900 SUPPORT PATRIOT SHOOTOUT - INDIANA INC DBA FOLDS OF HONOR INDIANA 4000 W 106TH ST STE 125 PMB 347 CARMEL IN 460327730 462823616 501C3 10148 SUPPORT LAURA'S HOUSE 33 JOURNEY STE 150 ALISO VIEJO CA 92656 330621826 501C3 15410 SUPPORT 2 1 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 213600 6408 220008 SCHEDULE J, PART III EACH YEAR A BOARD COMMITTEE REVIEWS PERFORMANCE AND COMPENSATION OF THE CEO. 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. VIRTUAL NETWORKING - NEFA HELD 15 VIRTUAL NETWORKING EVENTS IN 2024. THESE EVENTS WERE HELD VIRTUALLY AND WERE FORUMS FOR REGIONAL NETWORKING AND EDUCATION ON A LOCAL LEVEL. FOUNDATION - THE FOUNDATION AWARDS GRANTS TO INDIVIDUALS AND ORGANIZATIONS IN THE LEASING INDUSTRY. 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. FORM 990, PART XI, LINE 9 TRANSFER TO NEFA FOUNDATION -128,996 NEFA FOUNDATION 3400 DUNDEE RD STE 180 NORTHBROOK IL 60062 991623812 SUPRT NEFA GA 501C3 7 NEFA true false false false false false false false false false false false false false true true false false true false NEFA FOUNDATION R 128996 CASH