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Nonprofit · EIN 74-1074521

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS INC

Tax-exempt · POWELL, OH 43065

Financials

$384K$312K2023$359K$294K2024$486K$383K2025
Revenue Expenses · by fiscal year end
Financials of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$486,156$383,125$103,031$1,405,955$89,248$1,316,707
December 31, 2024990$359,480$294,326$65,154$1,210,518$48,128$1,162,390
December 31, 2023990$384,108$311,977$72,131$1,032,611$52,752$979,859
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$429,875
Investment income
$32,548
Royalties
$1,145
Other revenue
$23,733

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,150
Travel
$17,222

Balance sheet and other

Total assets, start of year
$1,210,518
Total assets, end of year
$1,405,955
Total liabilities, end of year
$89,248
Net assets, end of year
$1,316,707
Publicly traded securities
$1,339,406
Net assets without donor restrictions
$1,316,707
Gross receipts
$486,156
Employees
0
Volunteers
15
Year formed
1925
State of legal domicile
OH

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 / weekCompensation
RICK DEMKOPRESIDENT
Trustee or director, Officer
1$0
JOE NEAL KERRPRESIDENT ELECT
Trustee or director, Officer
1$0
KAREN EASTERLINGSECRETARY/TREASURER
Trustee or director, Officer
1$0
JIM THOMPSONIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
1$0
ANDREA AMESDIRECTOR
Trustee or director
1$0
IAN ESCALANTEDIRECTOR
Trustee or director
1$0
JOSEPH HERNANDEZDIRECTOR
Trustee or director
1$0
CARRIE SAYREDIRECTOR
Trustee or director
1$0
DERECK BLAIRDIRECTOR
Trustee or director
1$0
RENAE DAVIESEXECUTIVE DIRECTOR
Officer
40$0
990 for the year ended December 31, 2024: 10 people
NameTitleHours / weekCompensation
JIM THOMPSONPRESIDENT
Trustee or director, Officer
1$0
RICK DEMKOPRESIDENT ELECT
Trustee or director, Officer
1$0
JOE NEAL KERRSECRETARY/TREASURER
Trustee or director, Officer
1$0
RODNEY MOGENIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
1$0
DEBBIE GARYTRUSTEE
Trustee or director
1$0
ANDREA AMESTRUSTEE
Trustee or director
1$0
IAN ESCALANTETRUSTEE
Trustee or director
1$0
JOSEPH HERNANDEZTRUSTEE
Trustee or director
1$0
JOHN WHEELERTRUSTEE
Trustee or director
1$0
RENAE DAVIESEXECUTIVE DIRECTOR
Officer
40$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensation
RODNEY MOGENPRESIDENT
Trustee or director, Officer
1$0
JIM THOMPSONPRESIDENT ELECT
Trustee or director, Officer
1$0
MARK JONESSECRETARY/TREASURER
Trustee or director, Officer
1$0
ANDRA GRAVAIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
1$0
JASON TALLEYNATIONAL COMMITTEEPERSON
Trustee or director
1$0
RICK DEMKOTRUSTEE
Trustee or director
1$0
JAY MOYERTRUSTEE
Trustee or director
1$0
JOE NEAL KERRTRUSTEE
Trustee or director
1$0
DEBBIE GARYTRUSTEE
Trustee or director
1$0
DAVID RUSSELLTRUSTEE
Trustee or director
1$0
JOHN WHEELERTRUSTEE
Trustee or director
1$0
AUSTIN BARNESTRUSTEE
Trustee or director
1$0
RENAE DAVIESEXECUTIVE DIRECTOR
Officer
40$0

Address and contacts

Address (IRS master file)
3755 ATTUCKS DR, POWELL, OH 43065-6080
Principal officer (990 for 2025)
RENAE DAVIES, 3755 ATTUCKS DR, POWELL, OH 43065
Signed the 990
RICK DEMKO, PRESIDENT
Phone
(512) 716-8800
Return prepared by
Allman & Associates Inc

Mission

TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF ASSOCIATION MEMBERS.

990 for the year ended December 31, 2025

Program accomplishments

  • LEGISLATIVE AND REGULATORY INTITIATIVES TO MONITOR AND SUPPORT LEGISLATION AND/OR REGULATIONS OF DIRECT INTEREST TO INSURANCE AND FINANCIAL SERVICE ADVISORS
  • ANNUAL CONVENTION AND VARIOUS SEMINARS HELD THROUGHOUT THE YEAR IN ORDER TO EDUCATE PARTICIPANTS AND TO DEVELOP AND ENHANCE THEIR PROFESSIONAL SKILLS
  • LEADERSHIP PROGRAM TO DEVELOP AND ENHANCE MEMBERS LEADERSHIP SKILLS

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
74-1074521
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1949
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,405,955
Income (IRS master file)
$486,156

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$486,156$383,125$1,405,955IRS
990December 2024$359,480$294,326$1,210,518XML
990December 2023$384,108$311,977$1,032,611XML
990December 2022$334,182$309,322$855,025IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 74-1074521).

Questions about NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS INC

What is the EIN of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS INC?
The employer identification number (EIN) of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS INC is 74-1074521.
Is NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1949.
Are donations to NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS 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-TEXAS 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-TEXAS 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-TEXAS INC 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-TEXAS INC?
The 990 for the year ended December 31, 2025 names RENAE DAVIES.
Who are the officers and directors of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS INC?
The 990 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-TEXAS INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $486,156, expenses of $383,125 and total assets of $1,405,955 at year end.

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