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Nonprofit · EIN 53-0232489

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

Tax-exempt · ARLINGTON, VA 22209

Financials

$10.3M$11.1M2023$12.2M$13.4M2024$11.8M$11.3M2025
Revenue Expenses · by fiscal year end
Financials of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$11,775,061$11,317,677$457,384$6,297,223$5,654,944$642,279
December 31, 2024990$12,218,287$13,403,213-$1,184,926$6,462,046$6,086,541$375,505
December 31, 2023990$10,310,467$11,077,422-$766,955$8,365,369$6,479,704$1,885,665
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,504,248
Program service revenue
$9,562,625
Investment income
$432,511
Royalties
$50,000
Net gain from sales of assets
$383,198
Other revenue
$275,677

Expenses

Grants and similar amounts paid
$309,500
Compensation of officers, directors and key employees
$1,128,720
Other salaries and wages
$5,236,572
Salaries, compensation and benefits (total)
$7,647,631
Professional fundraising fees
$0
Legal fees
$2,646
Accounting fees
$80,861
Occupancy
$491,069
Travel
$298,145
Depreciation
$55,003

Balance sheet and other

Total assets, start of year
$6,462,046
Total assets, end of year
$6,297,223
Total liabilities, end of year
$5,654,944
Net assets, end of year
$642,279
Land, buildings and equipment
$217,462
Publicly traded securities
$1,201,033
Net assets without donor restrictions
$642,279
Gross unrelated business income
$200,633
Gross receipts
$12,407,233
Employees
69
Volunteers
160
Year formed
1921
State of legal domicile
DC

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KEVIN M MAYEUXCEO
Officer
35$513,593$32,929
MICHAEL GERBERCOO & GENERAL COUNSEL
Key employee
35$309,296$35,578
DIANE BOYLESVP, GOVERNMENT RELATIONS
Highest-paid employee
40$292,423$38,702
BRIAN STEINEREXECUTIVE DIRECTOR
Highest-paid employee
10$250,861$8,254
SHEILA OWENSVP, MKTG. & COMMS.
Highest-paid employee
40$214,295$32,715
ERNI DAVISCFO
Officer
35$208,593$28,731
MAGGIE LEYESCHIEF CREATIVE OFFICER
Highest-paid employee
10$200,065$32,468
COREY MATHEWSVP, MBRSHP. & CHAPTER SVCS.
Highest-paid employee
40$171,784$27,870
CARINA A HATFIELDDIRECTOR
Trustee or director
1$0$0
ANDREW J RINNDIRECTOR
Trustee or director
1$0$0
JOHN D RICHARDSONDIRECTOR
Trustee or director
1$0$0
ERNEST GUERRIERODIRECTOR
Trustee or director
1$0$0
DENNIS CUCCINELLIDIRECTOR
Trustee or director
1$0$0
JESSE DOGILLODIRECTOR
Trustee or director
1$0$0
BARBARA PIETRANGELODIRECTOR
Trustee or director
1$0$0
6 more people on this return
NameTitleHours / weekCompensation
R JAN PINNEYDIRECTOR
Trustee or director
1$0
TOM COTHRONIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
10$0
DOUGLAS MASSEYPRESIDENT
Trustee or director, Officer
10$0
CHRISTOPHER GANDYPRESIDENT-ELECT
Trustee or director, Officer
15$0
JOHN WHEELERSECRETARY
Trustee or director, Officer
10$0
PAUL DOUGHERTYTREASURER
Trustee or director, Officer
10$0
990 for the year ended December 31, 2024: 21 people
NameTitleHours / weekCompensationOther / benefits
KEVIN M MAYEUXCEO
Officer
35$613,741$28,774
DAVID MAOLAEXECUTIVE VP, FSP (ENDED 12/24)
Highest-paid employee
40$339,167$31,154
MICHAEL GERBERCOO & GENERAL COUNSEL
Key employee
40$324,933$34,367
DIANE BOYLESVP, GOVERNMENT RELATIONS
Highest-paid employee
40$299,625$31,493
ERNI DAVISCFO
Officer
35$225,375$27,954
BRIAN STEINEREXECUTIVE DIRECTOR
Highest-paid employee
10$238,906$9,611
SHELIA OWENSVP, MARKETING AND COMMUNICATIONS
Highest-paid employee
40$202,246$29,640
SUZANNE CARAWANVP, MRKTING & COM (ENDED 12/24)
Highest-paid employee
40$206,629$7,720
TOM COTHRONPRESIDENT-ELECT
Trustee or director, Officer
10$1,451$0
BRIAN J HANEYDIRECTOR
Trustee or director
1$0$0
BROCK JOLLYTREASURER
Trustee or director, Officer
10$0$0
BRYON HOLZPRESIDENT
Trustee or director, Officer
15$0$0
CARINA A HATFIELDDIRECTOR
Trustee or director
1$0$0
CHRISTOPHER GANDYDIRECTOR
Trustee or director
1$0$0
ANDREW J RINNDIRECTOR
Trustee or director
1$0$0
DENNIS CUCCINELLIDIRECTOR
Trustee or director
1$0$0
DOUGLAS MASSEYSECRETARY
Trustee or director, Officer
10$0$0
BARBARA PIETRANGELODIRECTOR
Trustee or director
1$0$0
STEPHEN KAGAWADIRECTOR
Trustee or director, Officer
10$0$0
ERNEST J GUERRIERODIRECTOR
Trustee or director
1$0$0
JESSE DOGILLODIRECTOR
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 22 people
NameTitleHours / weekCompensationOther / benefits
KEVIN M MAYEUXCEO
Officer
35$562,364$30,118
MICHAEL GERBERCOO & GENERAL COUNSEL
Key employee
40$313,739$31,554
DIANE BOYLESVP, GOVERNMENT RELATIONS
Highest-paid employee
40$288,633$29,123
KARLA KIRKVP, GROWTH & REVENUE
Highest-paid employee
40$236,560$23,224
ERNI DAVISCFO
Officer
35$208,786$23,005
PHU NGOVP, TECHNOLOGY
Highest-paid employee
40$191,358$28,721
SUZANNE CARAWANVP, MARKETING & COMMUNICATIONS
Highest-paid employee
40$188,461$8,487
COREY MATHEWSVP, MEMBER & CHAPTER SERVICES
Highest-paid employee
40$165,623$21,901
TOM COTHRONPRESIDENT-ELECT
Trustee or director, Officer
10$1,451$0
LARRY HOLZBERGIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
10$1,065$0
APRILYN CHAVEZ GEISSLERDIRECTOR
Trustee or director
1$915$0
BRIAN J HANEYDIRECTOR
Trustee or director
1$0$0
BROCK JOLLYTREASURER
Trustee or director, Officer
10$0$0
BRYON HOLZPRESIDENT
Trustee or director, Officer
15$0$0
CARINA A HATFIELDDIRECTOR
Trustee or director
1$0$0
CHRISTOPHER GANDYDIRECTOR
Trustee or director
1$0$0
DANNY O'CONNELLDIRECTOR
Trustee or director
1$0$0
DENNIS CUCCINELLIDIRECTOR
Trustee or director
1$0$0
DOUGLAS MASSEYSECRETARY
Trustee or director, Officer
10$0$0
EVELYN GELLARDIRECTOR
Trustee or director
1$0$0
MARK ACREDIRECTOR
Trustee or director
1$0$0
WINONA HAVIRDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
1000 WILSON BLVD STE 1890, ARLINGTON, VA 22209-3924
Principal officer (990 for 2025)
KEVIN M MAYEUX, 1000 WILSON BLVD STE 1890, ARLINGTON, VA 22209
Signed the 990
KEVIN M MAYEUX, CEO
Phone
(703) 770-8100
Return prepared by
CBIZ ADVISORS LLC

Mission

EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION.

990 for the year ended December 31, 2025

Program accomplishments

  • LEGISLATION, REGULATION, AND ETHICS - NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA) PROMOTES THE POSITION OF ITS MEMBERS ON ISSUES RELATING TO INSURANCE AND FINANCIAL SERVICES AT BOTH THE FEDERAL AND STATE LEVEL. NAIFA'S EFFORTS INCLUDE COORDINATION OF LOBBYING EFFORTS, GRASSROOTS PROGRAMS, PUBLIC RELATIONS, AND POLITICAL EDUCATION.
  • MEMBERSHIP BENEFITS AND PROFESSIONAL DEVELOPMENT- NAIFA OFFERS NUMEROUS PROFESSIONAL PROGRAMS AND PRODUCTS TO ENHANCE SKILLS AND PROVIDE VALUE-ADDED BUSINESS SERVICES.
  • PUBLICATIONS AND COMMUNICATIONS-NAIFA KEEPS ITS MEMBERS UP TO DATE ON LEGISLATIVE AND REGULATORY ISSUES THAT MAY AFFECT THEIR BUSINESSES, COMMUNICATES PROGRAMS AND SERVICES PROVIDED BY THE ORGANIZATION, PRODUCES VARIOUS PUBLICATIONS RELATED TO THE INDUSTRY, AND RAISES INDUSTRY AWARENESS TO THE PUBLIC.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
53-0232489
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1942
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,297,223
Income (IRS master file)
$12,407,233

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$11,775,061$11,317,677$6,297,223XML
990December 2024$12,218,287$13,403,213$6,462,046XML
990December 2023$10,310,467$11,077,422$8,365,369XML
990December 2022$10,491,477$11,122,423$6,355,683IRS
990December 2021–––IRS
990December 2020–––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 53-0232489).

Questions about NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

What is the EIN of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS?
The employer identification number (EIN) of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS is 53-0232489.
Is NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1942.
Are donations to NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 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 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 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 last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS?
The 990 for the year ended December 31, 2025 names KEVIN M MAYEUX.
Who are the officers and directors of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS?
The 990 for the year ended December 31, 2025 lists 21 people; 8 received compensation from the organization, the highest $513,593 (KEVIN M MAYEUX, CEO).
How much revenue does NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS have?
On its 990 for the year ended December 31, 2025 it reported revenue of $11,775,061, expenses of $11,317,677 and total assets of $6,297,223 at year end.

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