Nonprofit screen
Screen a listNational Association of Insurance and Financial Advisors
Can you give?
Listed with the IRS. Every screen came back clear.
An organization on the IRS master file.
- IRS listing
- Listed
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- Not stated
$12Mrevenue
FY2024 · +14% in 3 yrs72staff
6 of 6years filed
’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Worth checking1
Deficits in 3 of the last 3 years
−$631k in FY2022, −$767k in FY2023 and −$1.2M in FY2024. Cash covers 0.9 months.
990 Part I and balance sheetIn its favor1
Strong governance
13 of 13 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI2funders
$9ka year, last 3 years
98%from its largest funder
Funder’17’18’19’20National Association of Insurance and Financial Advisors-TexasSince FY2019$12k$13kRoy and Amanda Maybank Charitable FoundationStopped after FY2018$479$517–
FundedStopped