National Association Of Insurance And Financial Advisors Of Virginia

Naifa Virginia

Richmond, VA
Tax-exempt since Dec. 2010
EIN: 54-0617310

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Type of Nonprofit

Designated as a 501(c)(6) Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Revenue

$116k (2022)

Expenses

$119k (2022)

Total Assets

$271k (2022)

Total Liabilities

$36k (2022)

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Revenue

$115,842

Expenses

$118,663

Net Income

-$2,821

Net Assets

$234,603

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$17,895	15.4%
Program Services	$84,036	72.5%
Investment Income	$13	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$13,898	12.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$62,916	53.0%

Assets/Debt
Total Assets	$270,601
Total Liabilities	$35,998
Net Assets	$234,603

Compensation

Key Employees and Officers	Compensation	Related	Other
Susan M Campbell (President & Ceo)	$0	$0	$0
Scott E Pettyjohn (President Elect)	$0	$0	$0
Timothy D Westerman (Vice President)	$0	$0	$0
Rose L Goheen (Treasurer)	$0	$0	$0
John D Duni (Natl Committeep)	$0	$0	$0

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990

Filed on Nov. 20, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

Expenses

$6,832

Net Income

-$6,832

Net Assets

$216,908

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$279,962
Total Liabilities	$63,054
Net Assets	$216,908

Compensation

Key Employees and Officers	Compensation	Related	Other
Susan M Campbell (President & Ceo)	$0	$0	$0
Scott E Pettyjohn (President Elect)	$0	$0	$0
Timothy D Westerman (Vice President)	$0	$0	$0
Rose L Goheen (Treasurer)	$0	$0	$0
John D Duni (Natl Committeep)	$0	$0	$0

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990

Filed on Nov. 16, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2020

Revenue

$165,315

Expenses

$162,942

Net Income

$2,373

Net Assets

$223,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$57,124	34.6%
Program Services	$85,086	51.5%
Investment Income	$320	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$22,785	13.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$59,068	36.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$29,355	18.0%

Assets/Debt
Total Assets	$251,475
Total Liabilities	$27,735
Net Assets	$223,740

Compensation

Key Employees and Officers	Compensation	Related	Other
Marie T Mercer (Executive Dir.)	$59,068	$0	$0
Betsy O Pate (President & Ceo)	$0	$0	$0
Christine E Miller (President Elect)	$0	$0	$0
Susan M Campbell (Vice President)	$0	$0	$0
Scott E Pettyjohn (Treasurer)	$0	$0	$0

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990

Filed on May 17, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$189,717

Expenses

$169,503

Net Income

$20,214

Net Assets

$221,367

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$92,925	49.0%
Program Services	$89,375	47.1%
Investment Income	$802	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$6,615	3.5%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$88,444	52.2%

Assets/Debt
Total Assets	$251,603
Total Liabilities	$30,236
Net Assets	$221,367

Compensation

Key Employees and Officers	Compensation	Related	Other
Betsy O Pate (President & Ceo)	$0	$0	$0
Christine E Miller (President Elect)	$0	$0	$0
Susan M Campbell (Vice President)	$0	$0	$0
Scott E Pettyjohn (Treasurer)	$0	$0	$0
Marie T Mercer (Executive Dir.)	$0	$0	$0

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990

Filed on Oct. 27, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$77,284

Expenses

$76,584

Net Income

$700

Net Assets

$196,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$32,403	41.9%
Program Services	$34,443	44.6%
Investment Income	$249	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$6,807	8.8%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$3,382	4.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$29,844	39.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$15,077	19.7%

Assets/Debt
Total Assets	$201,431
Total Liabilities	$5,365
Net Assets	$196,066

Compensation

Key Employees and Officers	Compensation	Related	Other
John D Duni (Past President)	$0	$0	$0
James R Bertine (Prresident)	$0	$0	$0
Betsy Oreilly Pate (President Elect)	$0	$0	$0
Christine E Miller (Vice President)	$0	$0	$0
Susan M Campbell (Secretary Treasurer)	$0	$0	$0
Marie T Mercer (Executive Director)	$0	$0	$0

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990

Filed on Nov. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$149,395

Expenses

$156,892

Net Income

-$7,497

Net Assets

$195,366

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$62,400	41.8%
Program Services	$94,346	63.2%
Investment Income	$253	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$9,567
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$248	0.2%
Other Revenue	$1,715	1.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$55,994	35.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$29,754	19.0%

Assets/Debt
Total Assets	$197,204
Total Liabilities	$1,838
Net Assets	$195,366

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul A Scott (Natl Committeeperson)	$0	$0	$0
John D Duni (Immediate Past President)	$0	$0	$0
Timothy D Westerman (Region I Vice President)	$0	$0	$0
James R Denny Iii (Region Ii Vice President)	$0	$0	$0
Jonas L Borntrager (Region Iii Vice President)	$0	$0	$0
Scott E Pettyjohn (Region Iv Vice President)	$0	$0	$0
Charles A Webb (Region V Vice President)	$0	$0	$0
James R Bertine (President)	$0	$0	$0
Betsy Oreilly Pate (President Elect)	$0	$0	$0
Christine E Miller (Vice President)	$0	$0	$0
Susan M Campbell (Secretary Treasurer)	$0	$0	$0
Marie T Mercer (Executive Director)	$0	$0	$0

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990

Filed on May 8, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$142,958

Expenses

$155,844

Net Income

-$12,886

Net Assets

$202,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$68,641	48.0%
Program Services	$75,987	53.2%
Investment Income	$346	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$5,167
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$3,151	2.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$54,114	34.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$31,571	20.3%

Assets/Debt
Total Assets	$204,828
Total Liabilities	$1,964
Net Assets	$202,864

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Revenue

$143,204

Expenses

$149,962

Net Income

-$6,758

Net Assets

$215,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$77,264	54.0%
Program Services	$60,926	42.5%
Investment Income	$394	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$3,420	2.4%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$1,200	0.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$84,061	56.1%

Assets/Debt
Total Assets	$216,374
Total Liabilities	$624
Net Assets	$215,750

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul A Scott (Nat'l Commit)	$0	$0	$0
Steven J Holt (Past Preside)	$0	$0	$0
R Steven Surbaugh (Region 1 Vic)	$0	$0	$0
James R Denny (Region 2 V )	$0	$0	$0
Christine Miller (Region 3 V P)	$0	$0	$0
Susan Campbell (Region 4 V P)	$0	$0	$0
Charles Webb (Region 5 V P)	$0	$0	$0
Thomas J Raddatz (President)	$0	$0	$0
John D Dunn (President El)	$0	$0	$0
James R Bertine (Vice Preside)	$0	$0	$0
Betsy O'reilly Pate (Secretary Tr)	$0	$0	$0

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990

Filed on Feb. 16, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2015

Revenue

$149,683

Expenses

$147,510

Net Income

$2,173

Net Assets

$222,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$86,860	58.0%
Program Services	$47,292	31.6%
Investment Income	$278	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$13,253	8.9%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$2,000	1.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$83,911	56.9%

Assets/Debt
Total Assets	$224,155
Total Liabilities	$1,647
Net Assets	$222,508

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$140,770

Expenses

$150,714

Net Income

-$9,944

Net Assets

$222,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$89,867	63.8%
Program Services	$32,054	22.8%
Investment Income	$264	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$15,421	11.0%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$905	0.6%
Other Revenue	$2,259	1.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$80,011	53.1%

Assets/Debt
Total Assets	$224,184
Total Liabilities	$1,356
Net Assets	$222,828

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$148,257

Expenses

$142,055

Net Income

$6,202

Net Assets

$229,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$91,342	61.6%
Program Services	$38,245	25.8%
Investment Income	$441	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$14,746	9.9%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$753	0.5%
Other Revenue	$2,730	1.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$73,253	51.6%

Assets/Debt
Total Assets	$229,945
Total Liabilities	-$50
Net Assets	$229,995

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$142,528

Expenses

$142,090

Net Income

$438

Net Assets

$223,781

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$99,571	69.9%
Program Services	$20,429	14.3%
Investment Income	$327	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$15,130	10.6%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$1,515	1.1%
Other Revenue	$5,556	3.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$73,227	51.5%

Assets/Debt
Total Assets	$223,744
Total Liabilities	-$37
Net Assets	$223,781

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$156,674

Expenses

$148,378

Net Income

$8,296

Net Assets

$223,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$110,506	70.5%
Program Services	$27,573	17.6%
Investment Income	$575	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$8,843	5.6%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$1,583	1.0%
Other Revenue	$7,594	4.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$71,485	48.2%

Assets/Debt
Total Assets	$224,561
Total Liabilities	$1,217
Net Assets	$223,344

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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National Association Of Insurance And Financial Advisors Of Virginia

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $116k (2022)

Expenses $119k (2022)

Total Assets $271k (2022)

Total Liabilities $36k (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

Revenue

$116k (2022)

Expenses

$119k (2022)

Total Assets

$271k (2022)

Total Liabilities

$36k (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005