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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 75-1057251

NATIONAL ASSOCIATION OF INSURNACE AND FINANCIAL ADVISORS-DALLAS INC

Also known as NAIFA-DALLAS

Tax-exempt · DALLAS, TX 75238

Financials

$64K$71K2023$84K$70K2024$64K$81K2025
Revenue Expenses · by fiscal year end
Financials of NATIONAL ASSOCIATION OF INSURNACE AND FINANCIAL ADVISORS-DALLAS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$63,820$80,878-$17,058$125,097$1,513$123,584
December 31, 2024990-EZ$84,341$69,736$14,605$136,782$1,221$135,561
December 31, 2023990-EZ$64,019$71,022-$7,003$132,766$17,449$115,317
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$38,475
Program service revenue
$20,935
Investment income
$6,678
Net income from fundraising events
-$2,268

Expenses

Compensation of officers, directors and key employees
$25,000
Salaries, compensation and benefits (total)
$46,879
Professional fees and payments to contractors
$1,225
Printing, publications and postage
$92
Other expenses
$32,682

Balance sheet and other

Total assets, start of year
$136,782
Total assets, end of year
$125,097
Total liabilities, end of year
$1,513
Net assets, end of year
$123,584
Cash, savings and investments
$125,097
Gross receipts
$68,388

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.

NameTitleHours / weekCompensation
KAREN H TRUEExecutive VP40$25,000
ERIC REEDDirector2$0
MARY LYONSDirector2$0
DEREK TRUEPRESIDENT ELECT4$0
JIMMY WOODDirector2$0
AARON PECKDirector2$0
CALEB LOUDSecretary4$0
CARRIE SAYREDirector2$0
KRISTY OSBORNDirector2$0
BENJAMIN GERALDPresident4$0
JOHN NORMANCHIEF INV. OFF.4$0
990-EZ for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensation
KAREN H TRUEExecutive VP40$25,000
STALEY SHILLERPAST PRESIDENT3$0
BRENT HILLPresident3$0
DEREK TRUESecretary3$0
LANE BOOZERNATL. LIAISON2$0
AARON PECKDirector2$0
CALEB LOUDDirector2$0
CARRIE SAYREFSP LIAISON2$0
KRISTY OSBORNDirector2$0
BENJAMIN GERALDPRESIDENT ELECT3$0
JOHN NORMANCHIEF INV. OFF.3$0
990-EZ for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
KAREN H TRUEExecutive VP40$25,000
STALEY SHILLERPresident3$0
BRENT HILLPAST PRESIDENT3$0
MIKE EVANSDirector2$0
LANE BOOZERNATL. LIAISON2$0
AARON PECKDirector2$0
GROVER BRILLHARTDirector2$0
DAWN PEMBERTONDirector2$0
JOSHUA RUBLEPRESIDENT ELECT3$0
KRISTY OSBORNDirector2$0
BENJAMIN GERALDDirector2$0
JOHN NORMANCHIEF INV. OFF.3$0

Address and contacts

Address (IRS master file)
9868 PLANO RD, DALLAS, TX 75238-5102
Signed the 990-EZ
KAREN TRUE, Executive VP
Phone
(972) 991-2364
Return prepared by
RICE & RICE PC

Mission

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.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • 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.

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-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for NATIONAL ASSOCIATION OF INSURNACE AND FINANCIAL ADVISORS-DALLAS INC

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
75-1057251
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)
$125,097
Income (IRS master file)
$68,388

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$63,820$80,878$125,097XML
990-EZDecember 2024$84,341$69,736$136,782XML
990-EZDecember 2023$64,019$71,022$132,766XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZJune 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 75-1057251).

Questions about NATIONAL ASSOCIATION OF INSURNACE AND FINANCIAL ADVISORS-DALLAS INC

What is the EIN of NATIONAL ASSOCIATION OF INSURNACE AND FINANCIAL ADVISORS-DALLAS INC?
The employer identification number (EIN) of NATIONAL ASSOCIATION OF INSURNACE AND FINANCIAL ADVISORS-DALLAS INC is 75-1057251.
Is NATIONAL ASSOCIATION OF INSURNACE AND FINANCIAL ADVISORS-DALLAS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1970.
Are donations to NATIONAL ASSOCIATION OF INSURNACE AND FINANCIAL ADVISORS-DALLAS INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NATIONAL ASSOCIATION OF INSURNACE AND FINANCIAL ADVISORS-DALLAS 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 INSURNACE AND FINANCIAL ADVISORS-DALLAS 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 INSURNACE AND FINANCIAL ADVISORS-DALLAS 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 INSURNACE AND FINANCIAL ADVISORS-DALLAS INC?
The 990-EZ for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $25,000 (KAREN H TRUE, Executive VP).
How much revenue does NATIONAL ASSOCIATION OF INSURNACE AND FINANCIAL ADVISORS-DALLAS INC have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $63,820, expenses of $80,878 and total assets of $125,097 at year end.

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