2024-05-06T08:19:14-07:00 2023-12-31 462979080 Allman & Associates Inc 9600 Great Hills Trail Suite 150W Austin TX 78759 990 2023-01-01 741074521 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS NATI 5127168800 3755 ATTUCKS DR POWELL OH 43065 RODNEY MOGEN PRESIDENT 5127168800 2024-05-06 true RODNEY MOGEN true Peter L Allman CPA P00648533 5125023077 2024-05-06 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z NAIFA - TEXAS RENAE DAVIES 3755 ATTUCKS DR POWELL OH 43065 384108 false X WWW.NAIFA-TEXAS.ORG X 1925 OH TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF ASSOCIATION MEMBERS. 12 12 0 15 0 0 380 0 338447 329589 -37928 27112 33283 27407 334182 384108 0 0 0 0 0 309322 311977 309322 311977 24860 72131 855025 1032611 46207 52752 808818 979859 TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF ASSOCIATION MEMBERS. false false LEGISLATIVE AND REGULATORY INTITIATIVES TO MONITOR AND SUPPORT LEGISLATION AND/OR REGULATIONS OF DIRECT INTEREST TO INSURANCE AND FINANCIAL SERVICE ADVISORS ANNUAL CONVENTION AND VARIOUS SEMINARS HELD THROUGHOUT THE YEAR IN ORDER TO EDUCATE PARTICIPANTS AND TO DEVELOP AND ENHANCE THEIR PROFESSIONAL SKILLS LEADERSHIP PROGRAM TO DEVELOP AND ENHANCE MEMBERS' LEADERSHIP SKILLS false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 true 0 true false false false false true true false false false X 12 12 false false false false true true true true true false true true true true true true true true true false false X RENAE DAVIES 5127168792 3755 ATTUCKS DR POWELL OH 43065 X RODNEY MOGEN PRESIDENT 1.00 X X 0 0 0 JIM THOMPSON PRESIDENT ELECT 1.00 X X 0 0 0 MARK JONES SECRETARY/TREASURER 1.00 X X 0 0 0 ANDRA GRAVA IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JASON TALLEY NATIONAL COMMITTEEPERSON 1.00 X 0 0 0 RICK DEMKO TRUSTEE 1.00 X 0 0 0 JAY MOYER TRUSTEE 1.00 X 0 0 0 JOE NEAL KERR TRUSTEE 1.00 X 0 0 0 DEBBIE GARY TRUSTEE 1.00 X 0 0 0 DAVID RUSSELL TRUSTEE 1.00 X 0 0 0 JOHN WHEELER TRUSTEE 1.00 X 0 0 0 AUSTIN BARNES TRUSTEE 1.00 X 0 0 0 RENAE DAVIES EXECUTIVE DIRECTOR 40.00 X 0 0 0 false false false MEMBERSHIP DUES 900099 255060 0 0 CONVENTION 900099 67454 0 0 SEMINARS & WORKSHOPS 900099 4500 0 0 OTHER INCOME 900099 2575 0 0 329589 27112 0 27112 1438 0 0 1438 PAC ADMIN & REIMBURSED COSTS 900099 25969 0 0 25969 25969 384108 329589 0 54519 118260 0 0 0 1000 0 0 0 69167 0 0 0 6554 0 0 0 5461 0 0 0 2227 0 0 0 5665 0 0 0 4814 0 0 0 95505 0 0 0 3324 0 0 0 311977 0 0 0 159434 53549 2500 10957 693091 968105 855025 1032611 34207 29752 12000 23000 46207 52752 X 808818 979859 808818 979859 855025 1032611 72131 94456 4454 X false false false false 0 0 0 0 0 false NAIFA-TEXAS PAC 3755 ATTUCKS DR POWELL OH 43065 741808736 0 false false false 255060 47129 0 47129 102024 0 Pt I-A Line 1 THE NAIFA-TEXAS PAC HANDLES ALL POLITICAL CAMPAIGN ACTIVITY. Pt VI, Line 6 THE ASSOCIATION HAS 1,800 MEMBER INSURANCE AGENTS AND FINANCIAL ADVISORS ACROSS TEXAS. Pt VI, Line 7a THE MEMBERSHIP ELECTS THE BOARD OF TRUSTEES. Pt VI, Line 7b CERTAIN ACTIONS OF THE GOVERNING BOARD, SUCH AS ANY AMENDMENTS TO GOVERNING DOCUMENTS AND ANY ACTIONS RESULTING IN DISSOLUTION OF THE ORGANIZATION, REQUIRE APPROVAL BY THE MEMBERSHIP. Pt VI, Line 11b THE GOVERNING BOARD HAS DELEGATED PRIMARY RESPONSIBILITY FOR REVIEW OF THE ORGANIZATION'S FORM 990 TO THE EXECUTIVE DIRECTOR, BUT A COPY OF THE RETURN IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW ALONG WITH A DEADLINE TO RESPOND WITH ANY QUESTIONS AND/OR FEEDBACK. Pt VI, Line 12c CONFLICT OF INTEREST POLICIES ARE REVIEWED ANNUALLY. THE BOARD IS REQUIRED TO BE NOTIFIED IF A CONFLICT ARISES. Pt VI, Line 15a THE EXECUTIVE DIRECTOR'S COMPENSATION IS SET BY EMPLOYMENT CONTRACT, WHICH IS APPROVED BY THE GOVERNING BOARD. Pt VI, Line 19 THE ASSOCIATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. NAIFA-TEXAS PAC 3755 ATTUCKS DR POWELL OH 43065 741808736 POLITICAL ACTION COMMITTEE TX 527 false false false false false false false false false false false false false false true false false false false false