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.
Key facts about National Association for Fixed Annuities
- EIN
- 54-1877987
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $26,500
- Grants made (2025)
- 1
- Average grant
- $26,500
- Median grant
- $26,500
- Total assets
- $2,624,083
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Next steps with National Association for Fixed Annuities
- How to evaluate National Association for Fixed Annuities as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.6M
+31.5% YoY
Annual Giving
$27K
+140.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$27K
+140.9% YoY
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 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.
Ready to take the next step with National Association for Fixed Annuities?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,624,083 | $1,995,983 | $1,659,036 |
| Revenue | $2,458,113 | $2,022,057 | $1,812,906 |
| Expenses | $1,671,761 | $1,813,607 | $1,561,848 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $22,663 | $14,642 | $5,903 |
| Distributable Amount | — | — | — |
Data update history
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)
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 2025
Grant Size Distribution
2 grants across all recorded years
Open Grants
1 open opportunity from National Association for Fixed Annuities
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Step Up Savannah ($26,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Step Up Savannah Savannah, GA | General Support | $26,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Charles DiVencenzo Jr | Executive Director | 40 | $247,305 |
| Pamela Heinrich | Director of Legal Govt Affairs | 40 | $175,000 |
| Eric Taylor | Vice Chair | 2 | — |
| David Wolfe | Immediate Past Chari | 2 | — |
| Andrew Payne | Chair | 2 | — |
| Jay Brown | Director | 1 | — |
| Brian Peterson | Director | 1 | — |
| Branislav Nikolic | Director | 1 | — |
| Luke Loewen | Director | 1 | — |
| Paul Kruth | Director | 1 | — |
| Jamie Kosharek | Director | 1 | — |
| Matt Johnson | Director | 1 | — |
| Sarah Garrity | Director | 1 | — |
| Paul Garofoli | Director | 1 | — |
| Nicohle Schluender | Director | 1 | — |
| Jill Esser | Director | 1 | — |
| Emily Cramer | Treasurer | 2 | — |
| Tom Bumbolow | Director | 1 | — |
| Bryce Biklen | Director | 1 | — |
| Dan Acker | Secretary | 2 | — |
| Jason Gould | Director | 1 | — |
| Ann Raible | Director | 1 | — |
| Rocky Robbins | Director | 1 | — |
| Mike Tripses | Director | 1 | — |
| Emily Kresowik | Director | 1 | — |
| Mike Miller | Director | 1 | — |
Frequently Asked Questions
How large is National Association for Fixed Annuities?
As of 2025, National Association for Fixed Annuities holds $2.6M in total assets with $2.5M in annual revenue. It awarded 1 grant totaling $27K in 2025.
Where does National Association for Fixed Annuities operate?
National Association for Fixed Annuities has awarded grants in Georgia, Texas.
What size grants does National Association for Fixed Annuities award?
In 2025, National Association for Fixed Annuities awarded 1 grant totaling $27K — an average of about $27K per grant, based on its IRS Form 990 filings.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.