2026-07-01T15:01:26-07:00 2025-12-31 752838987 RICE & RICE PC 100 N CENTRAL EXPY STE 500 RICHARDSON TX 75080 990EZ 2025-01-01 751057251 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC NATI 9729912364 9868 PLANO ROAD DALLAS TX 75238 KAREN TRUE Executive VP 2026-07-01 true MARK A RICE P00537372 9729978220 2025 2025-03-06 01:10:19Z X X www.naifadallas.org X X 68388 X 20935 38475 6678 0 2300 4568 -2268 0 63820 46879 1225 92 32682 80878 -17058 135561 5081 123584 X 136782 125097 136782 125097 1221 1513 135561 123584 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 247 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), BOOM '65 (AN ALL-DAY EVENT FOCUSING ON AGING AND REACHING 65 OR OLDER), AND A LEGISLATIVE RECEPTION WITH CURRENT LEGISLATORS, STAFF AND ANY CANDIDATES FOR OFFICE. ERIC REED Director 2.00 0 MARY LYONS Director 2.00 0 DEREK TRUE PRESIDENT ELECT 4.00 0 JIMMY WOOD Director 2.00 0 AARON PECK Director 2.00 0 CALEB LOUD Secretary 4.00 0 CARRIE SAYRE Director 2.00 0 KRISTY OSBORN Director 2.00 0 BENJAMIN GERALD President 4.00 0 JOHN NORMAN CHIEF INV. OFF. 4.00 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.1001 Advertising and Promotion $975 Other Expenses.1002 Office Expenses $4591 Other Expenses.1003 Information Technology $5097 Other Expenses.1007 Conferences, Conventions, and Meetings $13389 Other Expenses.1012 Insurance $2508 Other Expenses.1 SOCIAL MEDIA $4800 Other Expenses.2 BANK & BANK & MERCHANT FEES $1322 Total Liabilities.1003 Deferred Revenue - Beginning $0 Deferred Revenue - Ending $250 Total Liabilities.1 PAYROLL TAX LIABILITIES - Beginning $1221 PAYROLL TAX LIABILITIES - Ending $1263