2025-07-01T14:00:57-07:00 2024-12-31 752838987 RICE & RICE PC 100 N CENTRAL EXPY STE 500 RICHARDSON TX 75080 990EZ 2024-01-01 751057251 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC NATI 9729912364 9868 PLANO ROAD DALLAS TX 75238 KAREN TRUE Executive VP 2025-07-01 true true MARK A RICE P00537372 9729978220 2024 2025-03-06 01:10:19Z X X X www.naifadallas.org X X 92079 X 36985 37594 5770 0 11730 7738 3992 0 84341 47290 1225 116 21105 69736 14605 115317 5639 135561 X 132766 136782 132766 136782 17449 1221 115317 135561 THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS IS A TRADE ASSOCIATION CREATED TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF OUR MEMBERS. PROVIDING EDUCATION TO ALL 257 MEMBERS AS WELL AS NON-MEMBERS. THESE CLASSES FACILITATE THE PROFESSIONAL GROWTH OF THE PARTICIPANTS AS WELL AS FOSTER THE HIGHEST ETHICAL STANDARDS. ANNUALLY, THE ORGANIZATION HOLDS 4 LUNCHEONS,A CELEBRATION OF ACHIEVEMENT AWARDS DINNER, SUMMIT FOR SUCCESS (AN ALL-DAY PROFESSIONAL DEVELOPMENT EVENT), AND A LEGISLATIVE RECEPTION WITH CURRENT LEGISLATORS, STAFF AND CANDIDATES FOR OFFICE. NEW IN 2024 AND SCHEDULED TO BE AN ALL-DAY ANNUAL EVENT WAS BOOM '65, ALL THINGS ADVISORS AND THEIR CLIENTS NEED TO KNOW ABOUT AGING AND REACHING 65 AND OLDER. BOARD MEMBERS ARE ENCOURAGED TO ATTEND THE STATE AND NATIONAL MEETINGS AS WELL. STALEY SHILLER PAST PRESIDENT 3.00 0 BRENT HILL President 3.00 0 DEREK TRUE Secretary 3.00 0 LANE BOOZER NATL. LIAISON 2.00 0 AARON PECK Director 2.00 0 CALEB LOUD Director 2.00 0 CARRIE SAYRE FSP LIAISON 2.00 0 KRISTY OSBORN Director 2.00 0 BENJAMIN GERALD PRESIDENT ELECT 3.00 0 JOHN NORMAN CHIEF INV. OFF. 3.00 0 KAREN H TRUE Executive VP 40.00 25000 false false false false false false false 0 0 0 0 0 false KAREN TRUE 9868 PLANO ROAD DALLAS TX 75238 9729912364 false false false false false false false false NONE NONE Other Expenses.1002 Office Expenses $3508 Other Expenses.1003 Information Technology $3404 Other Expenses.1007 Conferences, Conventions, and Meetings $11790 Other Expenses.1012 Insurance $1115 Other Expenses.1 BANK & BANK & MERCHANT FEES $1288 Total Liabilities.1003 Deferred Revenue - Beginning $16195 Deferred Revenue - Ending $0 Total Liabilities.1 PAYROLL TAX LIABILITIES - Beginning $1254 PAYROLL TAX LIABILITIES - Ending $1221