National Association of Insurance and Financial Advisors-texas
TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF ASSOCIATION MEMBERS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+17.2% YoY
Revenue
$359K
-6.4% YoY
Net Investment Income
$32K
+18.1% YoY
Expenses
$294K
-5.7% YoY
About National Association of Insurance and Financial Advisors-texas
Based on IRS filings
National Association of Insurance and Financial Advisors-texas is a nonprofit organization, based in POWELL, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. Net investment income was $32K.
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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 | $1,210,518 | $1,032,611 | $855,025 |
| Revenue | $359,480 | $384,108 | $334,182 |
| Expenses | $294,326 | $311,977 | $309,322 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $32,013 | $27,112 | $-37,928 |
| 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 0 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JIM THOMPSON | PRESIDENT | 1 | — |
| RICK DEMKO | PRESIDENT ELECT | 1 | — |
| JOE NEAL KERR | SECRETARY/TREASURER | 1 | — |
| RODNEY MOGEN | IMMEDIATE PAST PRESIDENT | 1 | — |
| DEBBIE GARY | TRUSTEE | 1 | — |
| ANDREA AMES | TRUSTEE | 1 | — |
| IAN ESCALANTE | TRUSTEE | 1 | — |
| JOSEPH HERNANDEZ | TRUSTEE | 1 | — |
| JOHN WHEELER | TRUSTEE | 1 | — |
| RENAE DAVIES | EXECUTIVE DIRECTOR | 40 | — |
Frequently Asked Questions
How large is National Association of Insurance and Financial Advisors-texas?
As of 2024, National Association of Insurance and Financial Advisors-texas holds $1.2M in total assets with $359K in annual revenue.
Where does National Association of Insurance and Financial Advisors-texas operate?
National Association of Insurance and Financial Advisors-texas has awarded grants in Virginia.
What is National Association of Insurance and Financial Advisors-texas's EIN?
National Association of Insurance and Financial Advisors-texas's EIN (Employer Identification Number) is 74-1074521. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in National Association of Insurance and Financial Advisors-texas's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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