Nonprofit · EIN 53-0232489
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Tax-exempt · ARLINGTON, VA 22209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $11,775,061 | $11,317,677 | $457,384 | $6,297,223 | $5,654,944 | $642,279 |
| December 31, 2024 | 990 | $12,218,287 | $13,403,213 | -$1,184,926 | $6,462,046 | $6,086,541 | $375,505 |
| December 31, 2023 | 990 | $10,310,467 | $11,077,422 | -$766,955 | $8,365,369 | $6,479,704 | $1,885,665 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,504,248
- Program service revenue
- $9,562,625
- Investment income
- $432,511
- Royalties
- $50,000
- Net gain from sales of assets
- $383,198
- Other revenue
- $275,677
Expenses
- Grants and similar amounts paid
- $309,500
- Compensation of officers, directors and key employees
- $1,128,720
- Other salaries and wages
- $5,236,572
- Salaries, compensation and benefits (total)
- $7,647,631
- Professional fundraising fees
- $0
- Legal fees
- $2,646
- Accounting fees
- $80,861
- Occupancy
- $491,069
- Travel
- $298,145
- Depreciation
- $55,003
Balance sheet and other
- Total assets, start of year
- $6,462,046
- Total assets, end of year
- $6,297,223
- Total liabilities, end of year
- $5,654,944
- Net assets, end of year
- $642,279
- Land, buildings and equipment
- $217,462
- Publicly traded securities
- $1,201,033
- Net assets without donor restrictions
- $642,279
- Gross unrelated business income
- $200,633
- Gross receipts
- $12,407,233
- Employees
- 69
- Volunteers
- 160
- Year formed
- 1921
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN M MAYEUX | CEO Officer | 35 | $513,593 | $32,929 |
| MICHAEL GERBER | COO & GENERAL COUNSEL Key employee | 35 | $309,296 | $35,578 |
| DIANE BOYLE | SVP, GOVERNMENT RELATIONS Highest-paid employee | 40 | $292,423 | $38,702 |
| BRIAN STEINER | EXECUTIVE DIRECTOR Highest-paid employee | 10 | $250,861 | $8,254 |
| SHEILA OWENS | VP, MKTG. & COMMS. Highest-paid employee | 40 | $214,295 | $32,715 |
| ERNI DAVIS | CFO Officer | 35 | $208,593 | $28,731 |
| MAGGIE LEYES | CHIEF CREATIVE OFFICER Highest-paid employee | 10 | $200,065 | $32,468 |
| COREY MATHEWS | VP, MBRSHP. & CHAPTER SVCS. Highest-paid employee | 40 | $171,784 | $27,870 |
| CARINA A HATFIELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW J RINN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN D RICHARDSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERNEST GUERRIERO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENNIS CUCCINELLI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSE DOGILLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA PIETRANGELO | DIRECTOR Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R JAN PINNEY | DIRECTOR Trustee or director | 1 | $0 |
| TOM COTHRON | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 10 | $0 |
| DOUGLAS MASSEY | PRESIDENT Trustee or director, Officer | 10 | $0 |
| CHRISTOPHER GANDY | PRESIDENT-ELECT Trustee or director, Officer | 15 | $0 |
| JOHN WHEELER | SECRETARY Trustee or director, Officer | 10 | $0 |
| PAUL DOUGHERTY | TREASURER Trustee or director, Officer | 10 | $0 |
990 for the year ended December 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN M MAYEUX | CEO Officer | 35 | $613,741 | $28,774 |
| DAVID MAOLA | EXECUTIVE VP, FSP (ENDED 12/24) Highest-paid employee | 40 | $339,167 | $31,154 |
| MICHAEL GERBER | COO & GENERAL COUNSEL Key employee | 40 | $324,933 | $34,367 |
| DIANE BOYLE | SVP, GOVERNMENT RELATIONS Highest-paid employee | 40 | $299,625 | $31,493 |
| ERNI DAVIS | CFO Officer | 35 | $225,375 | $27,954 |
| BRIAN STEINER | EXECUTIVE DIRECTOR Highest-paid employee | 10 | $238,906 | $9,611 |
| SHELIA OWENS | VP, MARKETING AND COMMUNICATIONS Highest-paid employee | 40 | $202,246 | $29,640 |
| SUZANNE CARAWAN | VP, MRKTING & COM (ENDED 12/24) Highest-paid employee | 40 | $206,629 | $7,720 |
| TOM COTHRON | PRESIDENT-ELECT Trustee or director, Officer | 10 | $1,451 | $0 |
| BRIAN J HANEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BROCK JOLLY | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| BRYON HOLZ | PRESIDENT Trustee or director, Officer | 15 | $0 | $0 |
| CARINA A HATFIELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER GANDY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW J RINN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENNIS CUCCINELLI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOUGLAS MASSEY | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| BARBARA PIETRANGELO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHEN KAGAWA | DIRECTOR Trustee or director, Officer | 10 | $0 | $0 |
| ERNEST J GUERRIERO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSE DOGILLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN M MAYEUX | CEO Officer | 35 | $562,364 | $30,118 |
| MICHAEL GERBER | COO & GENERAL COUNSEL Key employee | 40 | $313,739 | $31,554 |
| DIANE BOYLE | SVP, GOVERNMENT RELATIONS Highest-paid employee | 40 | $288,633 | $29,123 |
| KARLA KIRK | VP, GROWTH & REVENUE Highest-paid employee | 40 | $236,560 | $23,224 |
| ERNI DAVIS | CFO Officer | 35 | $208,786 | $23,005 |
| PHU NGO | VP, TECHNOLOGY Highest-paid employee | 40 | $191,358 | $28,721 |
| SUZANNE CARAWAN | VP, MARKETING & COMMUNICATIONS Highest-paid employee | 40 | $188,461 | $8,487 |
| COREY MATHEWS | VP, MEMBER & CHAPTER SERVICES Highest-paid employee | 40 | $165,623 | $21,901 |
| TOM COTHRON | PRESIDENT-ELECT Trustee or director, Officer | 10 | $1,451 | $0 |
| LARRY HOLZBERG | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 10 | $1,065 | $0 |
| APRILYN CHAVEZ GEISSLER | DIRECTOR Trustee or director | 1 | $915 | $0 |
| BRIAN J HANEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BROCK JOLLY | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| BRYON HOLZ | PRESIDENT Trustee or director, Officer | 15 | $0 | $0 |
| CARINA A HATFIELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER GANDY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANNY O'CONNELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENNIS CUCCINELLI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOUGLAS MASSEY | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| EVELYN GELLAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK ACRE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WINONA HAVIR | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 WILSON BLVD STE 1890, ARLINGTON, VA 22209-3924
- Principal officer (990 for 2025)
- KEVIN M MAYEUX, 1000 WILSON BLVD STE 1890, ARLINGTON, VA 22209
- Signed the 990
- KEVIN M MAYEUX, CEO
- Phone
- (703) 770-8100
- Website
- WWW.NAIFA.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION.
Program accomplishments
- LEGISLATION, REGULATION, AND ETHICS - NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA) PROMOTES THE POSITION OF ITS MEMBERS ON ISSUES RELATING TO INSURANCE AND FINANCIAL SERVICES AT BOTH THE FEDERAL AND STATE LEVEL. NAIFA'S EFFORTS INCLUDE COORDINATION OF LOBBYING EFFORTS, GRASSROOTS PROGRAMS, PUBLIC RELATIONS, AND POLITICAL EDUCATION.
- MEMBERSHIP BENEFITS AND PROFESSIONAL DEVELOPMENT- NAIFA OFFERS NUMEROUS PROFESSIONAL PROGRAMS AND PRODUCTS TO ENHANCE SKILLS AND PROVIDE VALUE-ADDED BUSINESS SERVICES.
- PUBLICATIONS AND COMMUNICATIONS-NAIFA KEEPS ITS MEMBERS UP TO DATE ON LEGISLATIVE AND REGULATORY ISSUES THAT MAY AFFECT THEIR BUSINESSES, COMMUNICATES PROGRAMS AND SERVICES PROVIDED BY THE ORGANIZATION, PRODUCES VARIOUS PUBLICATIONS RELATED TO THE INDUSTRY, AND RAISES INDUSTRY AWARENESS TO THE PUBLIC.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 53-0232489
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,297,223
- Income (IRS master file)
- $12,407,233
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $11,775,061 | $11,317,677 | $6,297,223 | XML |
| 990 | December 2024 | $12,218,287 | $13,403,213 | $6,462,046 | XML |
| 990 | December 2023 | $10,310,467 | $11,077,422 | $8,365,369 | XML |
| 990 | December 2022 | $10,491,477 | $11,122,423 | $6,355,683 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 53-0232489).
Questions about NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
- What is the EIN of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS is 53-0232489.
- Is NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1942.
- Are donations to NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS?
- The 990 for the year ended December 31, 2025 names KEVIN M MAYEUX.
- Who are the officers and directors of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS?
- The 990 for the year ended December 31, 2025 lists 21 people; 8 received compensation from the organization, the highest $513,593 (KEVIN M MAYEUX, CEO).
- How much revenue does NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $11,775,061, expenses of $11,317,677 and total assets of $6,297,223 at year end.
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