Nonprofit · EIN 06-0804903
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF CT INC
Tax-exempt · WARWICK, RI 02886
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $56,545 | $58,330 | -$1,785 | $79,064 | $30,734 | $48,330 |
| December 31, 2024 | 990-EZ | $60,928 | $50,205 | $10,723 | $80,849 | $30,734 | $50,115 |
| December 31, 2023 | 990-EZ | $40,729 | $52,536 | -$11,807 | $70,126 | $30,734 | $39,392 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $43,411
- Program service revenue
- $3,500
- Investment income
- $495
- Other revenue
- $9,139
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $34,375
- Printing, publications and postage
- $77
- Other expenses
- $23,878
Balance sheet and other
- Total assets, start of year
- $80,849
- Total assets, end of year
- $79,064
- Total liabilities, end of year
- $30,734
- Net assets, end of year
- $48,330
- Cash, savings and investments
- $79,064
- Gross receipts
- $56,545
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANELLYS PIRELA | DIRECTOR | 10 | $0 |
| RODNEY SMALLS | VICE PRESIDENT | 10 | $0 |
| ROBYN REILLY | SECRETARY/OFFICER | 10 | $0 |
| HEATHER TABACHNICK | DIRECTOR | 10 | $0 |
| NICHOLAS RICE | TREASUER/EXECUTIVE OFFICER | 10 | $0 |
| KEVIN BALDWIN | PRESIDENT | 10 | $0 |
| SUSAN LAMPROS | DIRECTOR | 10 | $0 |
| NANCY SIMM | DIRECTOR | 10 | $0 |
| JACQUELINE BALDWIN | DIRECTOR | 10 | $0 |
| GARY RUCHIN | DIRECTOR | 10 | $0 |
990-EZ for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADDISON ROSENBLUTH | PRESIDENT | 10 | $0 |
| RODNEY SMALLS | VICE PRESIDENT | 10 | $0 |
| ROBYN REILLY | SECRETARY/OFFICER | 10 | $0 |
| JERRY FLOWERS | TREASUER | 10 | $0 |
| FRANK EMANUELE | DIRECTOR | 10 | $0 |
| KEVIN BALDWIN | DIRECTOR | 10 | $0 |
| SUSAN LAMPROS | DIRECTOR | 10 | $0 |
| NANCY SIMM | DIRECTOR | 10 | $0 |
| JACQUELINE BALDWIN | DIRECTOR | 10 | $0 |
| GARY RUCHIN | DIRECTOR | 10 | $0 |
| NICHOLAS RICE | DIRECTOR | 10 | $0 |
| SOFIA DUMANSKY | DIRECTOR | 10 | $0 |
990-EZ for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOFIA DUMANSKY | PAST PRESIDENT | 10 | $0 |
| ADDISON ROSENBLUTH | PRESIDENT | 10 | $0 |
| RODNEY SMALLS | DIRECTOR | 10 | $0 |
| ROBYN REILLY | SECRETARY/OFFICER | 10 | $0 |
| JERRY FLOWERS | TREASUER | 10 | $0 |
| FRANK EMANUELE | BOARD MEMBER | 10 | $0 |
| KEVIN BALDWIN | BOARD MEMBER | 10 | $0 |
| SUSAN LAMPROS | BOARD MEMBER | 10 | $0 |
| NANCY SIMM | BOARD MEMBER | 10 | $0 |
| JACQUELINE BALDWIN | BOARD MEMBER | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 2400 POST RD, WARWICK, RI 02886-2208
- In care of
- % ACBI
- Signed the 990-EZ
- KEVIN BALDWIN, PRESIDENT
- Phone
- (203) 866-4700
- Website
- NAIFA-CT.ORG
- Return prepared by
- OTRANDO PORCARO & ASSOCIATES LTD
Mission
NAIFA IS ONE OF THE NATION'S OLDEST AND LARGEST ASSOCIATIONS REPRESENTING THE INTERESTS OF INSURANCE PROFESSIONALS FROM EVERY CONGRESSIONAL DISTRICT IN THE UNITED STATES. NAIFA MEMBERS ASSIST CONSUMERS BY FOCUSING THEIR PRACTICES ON ONE OR MORE OF THE FOLLOWING: LIFE INSURANCE AND ANNUITIES, HEALTH INSURANCE AND EMPLOYEE BENEFITS, MULTI-LINE, AND FINANCIAL ADVISING AND INVESTMENTS. NAIFA'S MISSION IS TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF ITS MEMBERS.
Program accomplishments
- REGIONAL MEETINGS, CONFERENCES AND CONVENTIONS TO EDUCATE MEMBERS OF INDUSTRY TRENDS AND UPDATES.
- PARTICIPATE IN LOBBYING ACTIVITIES
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 06-0804903
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $79,064
- Income (IRS master file)
- $56,545
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $56,545 | $58,330 | $79,064 | IRS |
| 990-EZ | December 2024 | $60,928 | $50,205 | $80,849 | XML |
| 990-EZ | December 2023 | $40,729 | $52,536 | $70,126 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0804903).
Questions about NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF CT INC
- What is the EIN of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF CT INC?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF CT INC is 06-0804903.
- Is NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF CT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1970.
- Are donations to NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF CT INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF CT INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF CT INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF CT INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF CT INC?
- The 990-EZ for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF CT INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $56,545, expenses of $58,330 and total assets of $79,064 at year end.
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