National Association for Fixed Annuities
NAFA is exclusively dedicated to promoting the awareness and understanding of fixed income and deferred annuities through the education of policymakers, journalists, consumers, and the industry.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
+20.3% YoY
Annual Giving
$11K
Grant Count
1
Avg Grant Size
$11K
About National Association for Fixed Annuities
Based on IRS filings
National Association for Fixed Annuities is a nonprofit organization, based in BROOKFIELD, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 1 grants totaling $11K. Net investment income was $15K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,995,983 | $1,659,036 | $1,430,503 |
| Revenue | $2,022,057 | $1,812,906 | $1,421,840 |
| Expenses | $1,813,607 | $1,561,848 | $1,233,780 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $14,642 | $5,903 | $2,568 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Open Grants
1 open opportunity from National Association for Fixed Annuities
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Charles DiVencenzo Jr | Executive Director | 40 | $228,752 |
| Pamela Heinrich | Director of Legal Govt Affairs | 40 | $148,785 |
| Kevin Mechtley | Past Chair | 2 | — |
| David Wolfe | Chair | 2 | — |
| Andrew Payne | Vice Chair | 2 | — |
| Jay Brown | Director | 1 | — |
| Brian Peterson | Director | 1 | — |
| Branislav Nikolic | Director | 1 | — |
| Luke Loewen | Director | 1 | — |
| Ryan Lex | Director | 1 | — |
| Paul Kruth | Director | 1 | — |
| Jamie Kosharek | Director | 1 | — |
| Matt Johnson | Director | 1 | — |
| Sarah Garrity | Director | 1 | — |
| Jeff Barnes | Director | 1 | — |
| Paul Garofoli | Director | 1 | — |
| Tad Fifer | Director | 1 | — |
| Jill Esser | Director | 1 | — |
| Emily Cramer | Director | 1 | — |
| Eric Taylor | Secretary | 2 | — |
| Tom Bumbolow | Director | 1 | — |
| Bryce Biklen | Director | 1 | — |
| Dan Acker | Treasurer | 2 | — |
| Jason Gould | Director | 1 | — |
| Anne Raible | Director | 1 | — |
| Rocky Robbins | Director | 1 | — |
| Mike Tripses | Director | 1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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