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.
National Association for Fixed Annuities at a glance
In short: National Association for Fixed Annuities gave $27K across 1 grant in 2025 (avg $27K), mostly in Georgia. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $26,500
- +140.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $26,500
- +140.9% vs 2024
- Median grant
- $26,500
- Total assets
- $2,624,083
- +31.5% vs 2024
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to National Association for Fixed Annuities
Open Grants
1 open opportunity from National Association for Fixed Annuities
Who National Association for Fixed Annuities funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Step Up Savannah ($27K).
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $11K (2024) to $27K (2025). In 2025 it made 1 grant totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Step Up Savannah Savannah, GA | General Support | $26,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $2,624,083 | $2,458,113 | $1,671,761 | $26,500 | 1 | $22,663 |
| 2024 | $1,995,983 | $2,022,057 | $1,813,607 | $11,000 | 1 | $14,642 |
| 2023 | $1,659,036 | $1,812,906 | $1,561,848 | — | — | $5,903 |
| 2022 | $1,430,503 | $1,421,840 | $1,233,780 | — | — | $2,568 |
| 2021 | $1,111,243 | $1,212,602 | $973,060 | — | — | — |
| 2020 | $671,327 | $881,558 | $869,863 | — | — | — |
About National Association for Fixed Annuities
Based on IRS filings
National Association for Fixed Annuities is a public charity, based in Brookfield, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 1 grant totaling $27K. Net investment income was $23K.
Leadership & Key People
Officers and directors from IRS filings
National Association for Fixed Annuities is led by Charles DiVencenzo Jr., Executive Director on every filing since 2020; 2 of 26 officers listed in 2025 are compensated.
Officers on the 2025 filing
Charles DiVencenzo Jr.
Executive Director
On filings since 2020
40 hrs/week
$191K (2020) → $247K (2025)
Andrew Payne
Chair
Treasurer → Vice Chair, 2024
Vice Chair → Chair, 2025
On filings since 2020
2 hrs/week
No compensation reported
Pamela Heinrich
Director of Legal Govt Affairs
On filings since 2022
40 hrs/week
$102K (2022) → $175K (2025)
Brian Peterson
Director
On filings since 2021
1 hr/week
No compensation reported
Jay Brown
Director
On filings since 2021
1 hr/week
No compensation reported
Mike Tripses
Director
On filings since 2021
1 hr/week
No compensation reported
Paul Kruth
Director
On filings since 2021
1 hr/week
No compensation reported
Jason Gould
Director
On filings since 2023
1 hr/week
No compensation reported
Luke Loewen
Director
On filings since 2023
1 hr/week
No compensation reported
Matt Johnson
Director
On filings since 2023
1 hr/week
No compensation reported
Ann Raible
Director
On filings since 2024
1 hr/week
No compensation reported
Branislav Nikolic
Director
On filings since 2024
1 hr/week
No compensation reported
Bryce Biklen
Director
On filings since 2024
1 hr/week
No compensation reported
Jamie Kosharek
Director
On filings since 2024
1 hr/week
No compensation reported
Jill Esser
Director
On filings since 2024
1 hr/week
No compensation reported
Paul Garofoli
Director
On filings since 2024
1 hr/week
No compensation reported
Rocky Robbins
Director
On filings since 2024
1 hr/week
No compensation reported
Sarah Garrity
Director
On filings since 2024
1 hr/week
No compensation reported
Tom Bumbolow
Director
On filings since 2024
1 hr/week
No compensation reported
Emily Kresowik
Director
New on the 2025 filing
1 hr/week
No compensation reported
Mike Miller
Director
New on the 2025 filing
1 hr/week
No compensation reported
Nicohle Schluender
Director
New on the 2025 filing
1 hr/week
No compensation reported
Eric Taylor
Vice Chair
Director → Secretary, 2024
Secretary → Vice Chair, 2025
On filings since 2020
2 hrs/week
No compensation reported
Dan Acker
Secretary
Director → Treasurer, 2024
Treasurer → Secretary, 2025
On filings since 2021
2 hrs/week
No compensation reported
David Wolfe
Immediate Past Chari
Secretary → Chair, 2024
Chair → Immediate Past Chari, 2025
On filings since 2021
2 hrs/week
No compensation reported
Emily Cramer
Treasurer
Director → Treasurer, 2025
On filings since 2023
2 hrs/week
No compensation reported
Former officers (28)
- Former: Kevin Mechtley (2020–2024) — Past Chair
- Former: Ryan Lex (2020–2024) — Director
- Former: Tad Fifer (2020–2024) — Director
- Former: Jeff Barnes (2023–2024) — Director
- Former: Heather Kane (2020–2023) — Past Chair
- Former: Janet Sipes (2020–2023) — Director
- Former: Mike Morrone (2020–2023) — Chair
- Former: Brendon Kelly (2021–2023) — Director
- Former: Darcy Matz (2021–2023) — Director
- Former: Mark Williams (2021–2023) — Director
- Former: Maureen James (2021–2023) — Director
- Former: Tiya Stanley (2021–2023) — Director
- Former: Wes Gilbreath (2021–2023) — Director
- Former: Igor Zamkovsky (2023) — Director
- Former: Bruce Donaldson (2020–2022) — Director
- Former: Jason Krohnke (2020–2022) — Director
- Former: Matt Tarkenton (2020–2022) — Director
- Former: Nate Lucius (2020–2022) — Director
- Former: Tamiko Toland (2021–2022) — Director
- Former: Brad Newcomb (2020) — Director
- Former: Christopher S Conroy (2020) — Chair
- Former: Craig Rudesill (2020) — Director
- Former: Dave Wolfe (2020) — Director
- Former: David Schliesman (2020) — Director
- Former: Jason Kestler (2020) — Director
- Former: Jim Maietta (2020) — Past Chair
- Former: Lauri Beck (2020) — Vice Chair
- Former: Tim Minard (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $247K, to Charles DiVencenzo Jr (Executive Director). 2 officers or directors reported compensation on that filing.
Frequently asked questions about National Association for Fixed Annuities
How much does National Association for Fixed Annuities give each year?
National Association for Fixed Annuities gave $27K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $11K across 1 grant.
How large is National Association for Fixed Annuities?
National Association for Fixed Annuities reported $2.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.5M.
Where does National Association for Fixed Annuities operate?
National Association for Fixed Annuities has awarded grants in Georgia, Texas.
What is National Association for Fixed Annuities's EIN?
National Association for Fixed Annuities's EIN (Employer Identification Number) is 54-1877987. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS July 30, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS April 22, 2026)
Other open foundation grants in Wisconsin
Wisconsin Open opportunities, soonest deadline first.
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- Keep Smyrna Beautiful School Grants (2026-2027) Up to $2,500 · Due November 1, 2026
Explore Open Grants
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Figures come from National Association for Fixed Annuities's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
National Association for Fixed Annuities down — hundreds of funders to go?