2026-04-22T02:08:54-00:00 2025-12-31 391977004 O'Leary & Anick 13400 Bishops Lane Ste 120 Brookfield WI 53005 990 2025-01-01 541877987 National Association for Fixed Annuities NATI 4143329306 13400 Bishops Lane STE 120 Brookfield WI 53005 Emily Cramer Treasurer 4143329306 2026-04-22 true Christine Daws P01790536 4147740300 2026-04-22 2025 2025-03-06 01:10:19Z Emily Cramer 1155 F Street NW Suite 1050 Washington DC 20004 2458113 false X www.nafa.com X 1998 WI NAFA is exclusively dedicated to promoting the awareness and understanding of fixed income and deferred annuities through the education of policymakers, journalists, consumers, and the industry. 107 107 4 107 0 0 2002156 2435450 14642 22663 5259 0 2022057 2458113 11000 26500 0 691917 726362 0 0 1110690 918899 1813607 1671761 208450 786352 1995983 2624083 679713 521461 1316270 2102622 NAFA is exclusively dedicated to promoting the awareness and understanding of fixed income and deferred annuities through the education of policymakers, journalists, consumers, and the industry. false false 1175438 1421250 EDUCATION/PROMOTION - NAFA participates in promoting June as National Annuity Awareness Month by contributing content to AnnuRetirement.com, promotional material in trade publications, solicitation of state Governors for proclamations and holds one of its two annual conferences during June focused on the use of annuities in retirement planning. Monthly webinars are produced to education industry professionals on fixed annuities and fixed indexed annuities. Additionally, whitepapers, toolkits and media responses were developed and were distributed to enhance the understanding of, and compliance with, the use of annuities in retirement portfolios. NAFA works with CapCity Advocates to assist in educating and informing federal regulators, legislators and policymakers about fixed annuities and their role in financial planning increase awareness of NAFA and its mission. NAFA works with other trade associations in activities on both the state and federal level that further our mission and the number of Americans who own a fixed annuity. 496323 26500 1014200 CONFERENCES - NAFA held the Annuity Leadership Forum in Washington DC and the Annuity Distribution Summit in Savannah GA in 2025. Both conferences were designed to educate and inform attendees about fixed annuities and compliance with regulations and legislation governing fixed annuities. The events provided innovative and forward-thinking presentations by thought leaders in the industry and the business community. Both conferences resulted in net revenue gains to the association. 1671761 false false false true false false false false false false false false false false false false false false false false false false false false false false true false true false false false false false false false false false false false false false false true 14 0 true 4 true false false false false false false false false X 107 107 false false false false false true true true true false false true true true true true true true false false X O'Leary & Anick 4147740300 13400 Bishops Lane Ste 120 Brookfield WI 53005 Charles DiVencenzo Jr Executive Director 040.00 X 247305 0 19144 Pamela Heinrich Director of Legal Govt Affairs 040.00 X 175000 0 5250 Eric Taylor Vice Chair 002.00 X X 0 0 0 David Wolfe Immediate Past Chari 002.00 X 0 0 0 Andrew Payne Chair 002.00 X X 0 0 0 Jay Brown Director 001.00 X 0 0 0 Brian Peterson Director 001.00 X 0 0 0 Branislav Nikolic Director 001.00 X 0 0 0 Luke Loewen Director 001.00 X 0 0 0 Paul Kruth Director 001.00 X 0 0 0 Jamie Kosharek Director 001.00 X 0 0 0 Matt Johnson Director 001.00 X 0 0 0 Sarah Garrity Director 001.00 X 0 0 0 Paul Garofoli Director 001.00 X 0 0 0 Nicohle Schluender Director 001.00 X 0 0 0 Jill Esser Director 001.00 X 0 0 0 Emily Cramer Treasurer 002.00 X X 0 0 0 Tom Bumbolow Director 001.00 X 0 0 0 Bryce Biklen Director 001.00 X 0 0 0 Dan Acker Secretary 002.00 X X 0 0 0 Jason Gould Director 001.00 X 0 0 0 Ann Raible Director 001.00 X 0 0 0 Rocky Robbins Director 001.00 X 0 0 0 Mike Tripses Director 001.00 X 0 0 0 Emily Kresowik Director 001.00 X 0 0 0 Mike Miller Director 001.00 X 0 0 0 422305 24394 2 false true false Dues 900099 1096405 1096405 Sponsorships 779500 779500 Attendee Revenue 234700 234700 Advocacy 324845 324845 2435450 22663 22663 2458113 2435450 22663 X 26500 26500 0 0 0 266449 266449 0 373183 373183 11179 11179 31006 31006 44545 44545 0 14245 14245 41200 41200 108300 108300 0 164818 164818 5250 5250 11498 11498 6031 6031 0 7100 7100 116073 116073 0 391600 391600 0 0 0 3210 3210 Miscellaneous 29677 29677 Postage and Shipping 4745 4745 Dues Registrations and Subscriptions 5113 5113 Bank Fees 10039 10039 0 1671761 1671761 1255956 1895281 620951 643614 49137 33908 69939 51280 1995983 2624083 4684 13461 675029 508000 679713 521461 X 1316270 2102622 1316270 2102622 1995983 2624083 786352 X false false false false false true 1096405 108300 108300 142533 -34233 true Step Up Savannah 428 Bull St Suite 208 Savannah GA 31401 300526014 501c3 26500 General Support 1 Part I Line 2 The Organization provided funds as an unrestricted donation to support the Step Up Savannah mission which is to engage all sectors of the community to improve the economic mobility and financial stability of families in Savannah, Chatham county, Georgia. false false false Charles DiVencenzo Jr Executive Director 200113 47192 7436 11707 266448 Pamela Heinrich Director of Legal Govt Affairs 150000 25000 5250 180250 Form 990, Part VI, Section A, Line 6 The bylaws require membership to elect its Board of Directors. We are a non-stock nonprofit made up of members. Form 990, Part VI, Section A, Line 7a Our membership votes in board of directors annually who serve for three years. The Board of Directors elects its officers. Form 990, Part VI, Section A, Line 7b The membership approves or disapproves of descisions by the board through representation and counsel. Form 990, Part VI, Section B, Line 11b The 990 is reviewed by a member of the Executive Committee prior to filing. Form 990, Part VI, Section B, Line 12c At the beginning of each year all board members review a conflict of interest statement that they understand they are to disclose any conflicts. Form 990, Part VI, Section B, Line 15 The Board annually reviews the compensation of the Executive Director. Compensation surveys from association firms and annual performance reviews are used to determine reasonableness. Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policy, and financial statements are available upon request. Form 990, Part IX, Line 11g Other fee for services are for consulting services.