2025-04-08T11:28:15-07:00 2024-12-31 462979080 Allman & Associates Inc 9600 Great Hills Trail Suite 150W Austin TX 78759 990 2024-01-01 741074521 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS NATI 5127168800 3755 ATTUCKS DR POWELL OH 43065 JIM THOMPSON PRESIDENT 5127168800 2025-04-08 true true Peter L Allman CPA P00648533 5125023077 2025-04-08 2024 2025-03-06 01:10:19Z NAIFA - TEXAS RENAE DAVIES 3755 ATTUCKS DR POWELL OH 43065 359480 false X TX.NAIFA.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. 9 9 0 15 0 0 0 329589 299358 27112 32013 27407 28109 384108 359480 450 0 0 0 0 311977 293876 311977 294326 72131 65154 1032611 1210518 52752 48128 979859 1162390 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 9 9 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 JIM THOMPSON PRESIDENT 1.00 X X 0 0 0 RICK DEMKO PRESIDENT ELECT 1.00 X X 0 0 0 JOE NEAL KERR SECRETARY/TREASURER 1.00 X X 0 0 0 RODNEY MOGEN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 DEBBIE GARY TRUSTEE 1.00 X 0 0 0 ANDREA AMES TRUSTEE 1.00 X 0 0 0 IAN ESCALANTE TRUSTEE 1.00 X 0 0 0 JOSEPH HERNANDEZ TRUSTEE 1.00 X 0 0 0 JOHN WHEELER TRUSTEE 1.00 X 0 0 0 RENAE DAVIES EXECUTIVE DIRECTOR 40.00 X 0 0 0 false false false MEMBERSHIP DUES 900099 221141 0 0 CONVENTION 900099 63575 0 0 SEMINARS & WORKSHOPS 900099 14642 0 0 299358 32013 0 32013 1225 0 0 1225 PAC ADMIN & REIMBURSED COSTS 900099 26884 0 0 26884 26884 359480 299358 0 60122 450 0 130260 0 0 0 1050 0 0 0 49000 0 0 0 7776 0 0 0 2784 0 0 0 6369 0 0 0 4308 0 0 0 89638 0 0 0 2691 0 0 0 294326 0 0 0 53549 73898 10957 37332 968105 1099288 1032611 1210518 29752 20628 23000 27500 52752 48128 X 979859 1162390 979859 1162390 1032611 1210518 65154 106946 10431 X false false false false 0 0 0 0 0 false NAIFA-TEXAS PAC 3755 ATTUCKS DR POWELL OH 43065 741808736 false true false 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 ORGANIZATIONS 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 DIRECTORS COMPENSATION IS SET BY EMPLOYMENT CONTRACT, WHICH IS APPROVED BY THE GOVERNING BOARD. Pt VI, Line 19 THE ASSOCIATIONS 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