Skip to content
Plinth
← FundingAlso makes grants — grantmaker profile →

Virginia · Nonprofit

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (Virginia) receives grants from 2 organizations whose IRS filings report $26,914 to it, the largest being NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS ($25,918). 2 of them have funded it in more than one year.

$12M
Revenue FY2024
2
Funders on record
$27k
Grants received
$376k
Net assets
2/2 repeat funderspeak grant-dependency 0%

Three funders worth looking at

Grantmakers with no record of funding this organization, ranked by how strongly the co-funder graph and the mission embeddings agree. The evidence is in section 03.

See all 12 prospects and why each one surfaced →
01The organization over time

The organization over time

Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended.

100 = 20192019 Revenue 100 ($11M) Expenses 100 ($12M) Net assets 100 ($645k)2020 Revenue 87 ($9.7M) Expenses 79 ($9.3M) Net assets 233 ($1.5M)2021 Revenue 96 ($11M) Expenses 84 ($9.9M) Net assets 442 ($2.8M)2022 Revenue 94 ($10M) Expenses 94 ($11M) Net assets 363 ($2.3M)2023 Revenue 92 ($10M) Expenses 94 ($11M) Net assets 292 ($1.9M)2024 Revenue 109 ($12M) Expenses 113 ($13M) Net assets 58 ($376k)
201920202021202220232024
Revenue (109)Expenses (113)Net assets (58)

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 9%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 6 reported years ran a deficit.

$671k
19
$349k
20
$845k
21
$631k
22
$767k
23
$1.2M
24
0.9
months of
reserve
02Who funds it

Who funds it, year by year

2017 → 2020: the base held at 1 funder, grant income rose $479 → $13k.

From the IRS filings of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS leans on a few funders — its largest provides 96% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

96% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS.

96%
largest funder
100%
top three
~1
effective funders

Largest funder’s share by year: 2017 100% · 2018 100% · 2019 100% · 2020 100%broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS draws 100% of its grant income from funders outside Virginia, across 2 states in all.

SC
TX

In-state vs out-of-state, by year

17
18
19
20
Virginia out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

03Its place in the field

Funders to approach

Grantmakers that don’t fund you yet, surfaced two ways: they back organizations that share your funders, or their grantees resemble your mission. The ones both signals agree on come first.

From the co-funder graph (funders backing at least two comparable organizations, shrunk for grantee count, donor-advised and mega-funds excluded) and the universe embeddings. A research starting point; overlap is association, not a guarantee of fit.

Organizations like NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

Nonprofits whose mission and program text most resemble this one, by semantic similarity over the universe of US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Virginia

Nationally

04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Governance

13
board members
100%
independent
Conflict-of-interest policyWhistleblower policyDocument retentionBoard reviewed the 990Audited financials

Footprint & structure

Part of a family of 5 related entities

  • Naifa PAC · exempt
  • Naifa Foundation for Financial Security · exempt
  • The Life Fund · exempt
  • Life and Health Ins Foundation for Education · exempt
  • Foundation for Financial Service Professionals · exempt

Screen this organization

A dated, signed PDF of the compliance screen for NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS?
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (Virginia) receives grants from 2 organizations whose IRS filings report $26,914 to it, the largest being NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS ($25,918). 2 of them have funded it in more than one year.
How many funders does NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS have?
IRS filings report 2 organizations giving $26,914 in grants to NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS, 2 of which have funded it in more than one year.
Who is the largest funder of NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS?
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS is the largest funder on record, with $25,918 in grants. The full list of funders is on this page.
How can an organization like NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Virginia. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2019–2024), and the filings of 2funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported August 27, 2026. What this page cannot tell you · view filing