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.
National Association of Insurance and Financial Advisors-Texas at a glance
- Total assets
- $1,405,955
- +16.1% vs 2024
- Revenue (2025)
- $486,156
- +35.2% vs 2024
- Net investment income (2025)
- $32,548
- +1.7% vs 2024
- Expenses (2025)
- $383,125
- +30.2% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who National Association of Insurance and Financial Advisors-Texas funds
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2020, annual grant giving ranged from $12K (2019) to $13K (2020). In 2020 it made 1 grant totaling $13K.
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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 | $1,405,955 | $486,156 | $383,125 | — | — | $32,548 |
| 2024 | $1,210,518 | $359,480 | $294,326 | — | — | $32,013 |
| 2023 | $1,032,611 | $384,108 | $311,977 | — | — | $27,112 |
| 2022 | $855,025 | $334,182 | $309,322 | — | — | $-37,928 |
| 2021 | $958,569 | $366,295 | $394,892 | — | — | $47,485 |
| 2020 | $961,907 | $382,052 | $512,490 | $13,488 | 1 | $24,359 |
| 2019 | $1,020,112 | $415,971 | $521,575 | $12,430 | 1 | $34,748 |
About National Association of Insurance and Financial Advisors-Texas
Based on IRS filings
National Association of Insurance and Financial Advisors-Texas is a public charity, based in Powell, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. Net investment income was $33K.
Leadership & Key People
Officers and directors from IRS filings
National Association of Insurance and Financial Advisors-Texas is led by Renae Davies, Executive Director on every filing since 2022; none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Renae Davies
Executive Director
On filings since 2022
40 hrs/week
No compensation reported
Rick Demko
President
Trustee → President Elect, 2024
President Elect → President, 2025
On filings since 2022
1 hr/week
No compensation reported
Andrea Ames
Director
Trustee → Director, 2025
On filings since 2024
1 hr/week
No compensation reported
Ian Escalante
Director
Trustee → Director, 2025
On filings since 2024
1 hr/week
No compensation reported
Joseph Hernandez
Director
Trustee → Director, 2025
On filings since 2024
1 hr/week
No compensation reported
Carrie Sayre
Director
New on the 2025 filing
1 hr/week
No compensation reported
Dereck Blair
Director
New on the 2025 filing
1 hr/week
No compensation reported
Jim Thompson
Immediate Past President
President Elect → President, 2024
President → Immediate Past President, 2025
On filings since 2019
1 hr/week
No compensation reported
Joe Neal Kerr
President Elect
Trustee → Secretary & Treasurer, 2024
Secretary & Treasurer → President Elect, 2025
On filings since 2022
1 hr/week
No compensation reported
Karen Easterling
Secretary & Treasurer
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (20)
- Former: Debbie Gary (2019–2024) — Trustee
- Former: Rodney Mogen (2021–2024) — Immediate Past President
- Former: John Wheeler (2023–2024) — Trustee
- Former: David Russell (2019–2023) — Trustee
- Former: Jason Talley (2019–2023) — National Committeeperson
- Former: Mark Jones (2019–2023) — Secretary & Treasurer
- Former: Andra Grava (2022–2023) — Immediate Past President
- Former: Jay Moyer (2022–2023) — Trustee
- Former: Austin Barnes (2023) — Trustee
- Former: Brent Hill (2021–2022) — Trustee
- Former: Daniel O'Connell (2022) — Immediate Past President
- Former: A. Andra Grava (2019–2021) — President Elect
- Former: Danny O'Connell (2019–2021) — President
- Former: David Farabee (2019–2021) — Immediate Past President
- Former: Lorin Kieschnick (2019–2021) — Trustee
- Former: Shawn Talbot (2019–2021) — Executive Director
- Former: Keith Hilliard (2021) — Trustee
- Former: Hollie Gandy (2019–2020) — Immediate Past President
- Former: Jacqui Lugar (2019–2020) — Trustee
- Former: Kyle Lindner (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about National Association of Insurance and Financial Advisors-Texas
How large is National Association of Insurance and Financial Advisors-Texas?
National Association of Insurance and Financial Advisors-Texas reported $1.4M in total assets on its 2025 IRS Form 990. Its revenue that year was $486K.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS July 10, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 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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