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.
- Revenue FY2024
- $12M
- Funders on record
- 2
- Grants received
- $27k
- Net assets
- $376k
What National Association of Insurance and Financial Advisors does
Mission
Empowering financial professionals and consumers through world-class advocacy and education.
As stated on its FY2024 Form 990.
Programs
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.
The 3 programs described on its FY2023 Form 990, listed largest first by expense.
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.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $6.3M to $8.4M (+33%).
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.
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.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
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.
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.
In-state vs out-of-state, by year
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.
Organizations like NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Virginia
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
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.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · 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 2 funders 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 October 14, 2026. What this page cannot tell you · view filing