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National Association Of Insurance And Financial Advisors Texas Inc

  • Powell, OH
  • Tax-exempt since Aug. 1949
  • EIN: 74-1074521

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$384k (2023)

Expenses
$312k (2023)

Total Assets
$1.03M (2023)

Total Liabilities
$52.8k (2023)

Years with multiple filings
Source: Form 990 tax filings from 2012 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$384,108
Expenses
$311,977
Net Income
$72,131
Net Assets
$979,859
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $329,589
85.8%
Investment Income $27,112
7.1%
Bond Proceeds $0
Royalties $1,438
0.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $25,969
6.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,032,611
Total Liabilities $52,752
Net Assets $979,859
Compensation
Key Employees and Officers Compensation Related Other
Rodney Mogen (President) $0 $0 $0
Jim Thompson (President Elect) $0 $0 $0
Mark Jones (Secretary/Treasurer) $0 $0 $0
Andra Grava (Immediate Past President) $0 $0 $0
Jason Talley (National Committeeperson) $0 $0 $0
Rick Demko (Trustee) $0 $0 $0
Jay Moyer (Trustee) $0 $0 $0
Joe Neal Kerr (Trustee) $0 $0 $0
Debbie Gary (Trustee) $0 $0 $0
David Russell (Trustee) $0 $0 $0
John Wheeler (Trustee) $0 $0 $0
Austin Barnes (Trustee) $0 $0 $0
Renae Davies (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 6, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$334,182
Expenses
$309,322
Net Income
$24,860
Net Assets
$808,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $380
0.1%
Program Services $338,447
> 100%
Investment Income $14,426
4.3%
Bond Proceeds $0
Royalties $6,314
1.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$52,354
Net Inventory Sales $0
Other Revenue $26,969
8.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $855,025
Total Liabilities $46,207
Net Assets $808,818
Compensation
Key Employees and Officers Compensation Related Other
Andra Grava (President) $0 $0 $0
Rodney Mogen (President Elect) $0 $0 $0
Jim Thompson (Secretary/Treasurer) $0 $0 $0
Daniel O'connell (Immediate Past President) $0 $0 $0
Jason Talley (National Committeeperson) $0 $0 $0
Rick Demko (Trustee) $0 $0 $0
Jay Moyer (Trustee) $0 $0 $0
Mark Jones (Trustee) $0 $0 $0
Debbie Gary (Trustee) $0 $0 $0
David Russell (Trustee) $0 $0 $0
Joe Neal Kerr (Trustee) $0 $0 $0
Brent Hill (Trustee) $0 $0 $0
Renae Davies (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 4, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$366,295
Expenses
$394,892
Net Income
-$28,597
Net Assets
$907,787
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $293,932
80.2%
Investment Income $26,989
7.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $20,496
5.6%
Net Inventory Sales $0
Other Revenue $24,878
6.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $48,670
12.3%
Professional Fundraising Fees $0
Other Salaries and Wages $58,137
14.7%
Assets/Debt
Total Assets $958,569
Total Liabilities $50,782
Net Assets $907,787
Compensation
Key Employees and Officers Compensation Related Other
Shawn Talbot (Executive Director) $43,369 $0 $5,301
Danny O'connell (President) $0 $0 $0
A Andra Grava (President Elect) $0 $0 $0
Rodney Mogen (Secretary/Treasurer) $0 $0 $0
David Farabee (Immediate Past President) $0 $0 $0
Jason Talley (National Committeeperson) $0 $0 $0
Jim Thompson (Trustee) $0 $0 $0
Lorin Kieschnick (Trustee) $0 $0 $0
Mark Jones (Trustee) $0 $0 $0
Debbie Gary (Trustee) $0 $0 $0
David Russell (Trustee) $0 $0 $0
Keith Hilliard (Trustee) $0 $0 $0
Brent Hill (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 16, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$382,052
Expenses
$512,490
Net Income
-$130,438
Net Assets
$885,578
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,707
0.4%
Program Services $331,986
86.9%
Investment Income $11,749
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,610
3.3%
Net Inventory Sales $0
Other Revenue $24,000
6.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $102,621
20.0%
Professional Fundraising Fees $0
Other Salaries and Wages $148,355
28.9%
Assets/Debt
Total Assets $961,907
Total Liabilities $76,329
Net Assets $885,578
Compensation
Key Employees and Officers Compensation Related Other
Shawn Talbot (Executive Director) $95,748 $0 $6,873
David Farabee (President) $0 $0 $0
Danny O'connell (President Elect) $0 $0 $0
A Andra Grava (Secretary/Treasurer) $0 $0 $0
Jason Talley (National Committee Person) $0 $0 $0
Hollie Gandy (Immediate Past President) $0 $0 $0
Kyle Lindner (Trustee) $0 $0 $0
Lorin Kieschnick (Trustee) $0 $0 $0
Mark Jones (Trustee) $0 $0 $0
Debbie Gary (Trustee) $0 $0 $0
David Russell (Trustee) $0 $0 $0
Jim Thompson (Trustee) $0 $0 $0
Jacqui Lugar (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$415,971
Expenses
$521,575
Net Income
-$105,604
Net Assets
$941,948
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,661
10.5%
Program Services $315,463
75.8%
Investment Income $11,241
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,507
5.7%
Net Inventory Sales $0
Other Revenue $22,099
5.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $102,882
19.7%
Professional Fundraising Fees $0
Other Salaries and Wages $92,077
17.7%
Assets/Debt
Total Assets $1,020,112
Total Liabilities $78,164
Net Assets $941,948
Compensation
Key Employees and Officers Compensation Related Other
Shawn Talbot (Executive Director) $96,073 $0 $6,806
David Farabee (President) $0 $0 $0
Danny O'connell (President Elect) $0 $0 $0
A Andra Grava (Secretary/Treasurer) $0 $0 $0
Jason Talley (National Committee Person) $0 $0 $0
Hollie Gandy (Immediate Past President) $0 $0 $0
Kyle Lindner (Trustee) $0 $0 $0
Lorin Kieschnick (Trustee) $0 $0 $0
Mark Jones (Trustee) $0 $0 $0
Debbie Gary (Trustee) $0 $0 $0
David Russell (Trustee) $0 $0 $0
Jim Thompson (Trustee) $0 $0 $0
Jacqui Lugar (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 10, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$208,271
Expenses
$243,980
Net Income
-$35,709
Net Assets
$996,730
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,500
2.2%
Program Services $191,644
92.0%
Investment Income $127
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,000
5.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $56,362
23.1%
Professional Fundraising Fees $0
Other Salaries and Wages $21,384
8.8%
Assets/Debt
Total Assets $1,060,159
Total Liabilities $63,429
Net Assets $996,730

Document Links

990

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

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$541,425
Expenses
$475,224
Net Income
$66,201
Net Assets
$1,083,739
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $512,692
94.7%
Investment Income $4,733
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $24,000
4.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $16,666
3.5%
Professional Fundraising Fees $0
Other Salaries and Wages $96,597
20.3%
Assets/Debt
Total Assets $1,147,908
Total Liabilities $64,169
Net Assets $1,083,739

Document Links

990

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

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$510,951
Expenses
$609,692
Net Income
-$98,741
Net Assets
$921,209
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $408,272
79.9%
Investment Income $46,229
9.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $18,414
3.6%
Net Inventory Sales $0
Other Revenue $38,036
7.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $175,779
28.8%
Professional Fundraising Fees $0
Other Salaries and Wages $105,146
17.2%
Assets/Debt
Total Assets $1,042,951
Total Liabilities $121,742
Net Assets $921,209
Compensation
Key Employees and Officers Compensation Related Other
Jason Talley (Immed. Past President) $0 $0 $0
Daniel O'connell (Board Member) $0 $0 $0
Stephen Ehlers (Natl. Cmtte. Person) $0 $0 $0
Chris Hatton (President) $0 $0 $0
David Farabee (Board Member) $0 $0 $0
Kyle Lindner (Board Member) $0 $0 $0
Joseph Orr Ii (President Elect) $0 $0 $0
Hollie Gandy (Sec/Treas) $0 $0 $0
Cynthia Rivas (Board Member) $0 $0 $0
Michael Aguirre (Board Member) $0 $0 $0
Douglas Richards (Board Member) $0 $0 $0
Lesley Pinckard (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 8, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$457,812
Expenses
$539,406
Net Income
-$81,594
Net Assets
$1,003,789
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $405,118
88.5%
Investment Income $42,335
9.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$27,689
Net Inventory Sales $0
Other Revenue $38,048
8.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $134,812
25.0%
Professional Fundraising Fees $0
Other Salaries and Wages $103,138
19.1%
Assets/Debt
Total Assets $1,110,606
Total Liabilities $106,817
Net Assets $1,003,789
Compensation
Key Employees and Officers Compensation Related Other
Lane Boozer (Immed. Past President) $0 $0 $0
Wesley Mcknight (Board Member) $0 $0 $0
Stephen Ehlers (Natl. Cmtte. Person) $0 $0 $0
Chris Hatton (President Elect) $0 $0 $0
David Farabee (Board Member) $0 $0 $0
Hagan Dial (Board Member) $0 $0 $0
Joseph Orr Ii (Sec/Treas) $0 $0 $0
Hollie Gandy (Board Member) $0 $0 $0
Cynthia Rivas (Board Member) $0 $0 $0
Jason Talley (President) $0 $0 $0
Douglas Richards (Board Member) $0 $0 $0
Lesley Pinckard (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 11, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$575,172
Expenses
$673,999
Net Income
-$98,827
Net Assets
$1,111,864
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $473,655
82.4%
Investment Income $45,652
7.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,349
2.7%
Net Inventory Sales $0
Other Revenue $40,516
7.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $134,747
20.0%
Professional Fundraising Fees $0
Other Salaries and Wages $106,913
15.9%
Assets/Debt
Total Assets $1,230,552
Total Liabilities $118,688
Net Assets $1,111,864

Document Links

990

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

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$533,367
Expenses
$531,865
Net Income
$1,502
Net Assets
$1,267,140
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $445,484
83.5%
Investment Income $37,360
7.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,262
1.2%
Net Inventory Sales $0
Other Revenue $44,261
8.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $101,969
19.2%
Professional Fundraising Fees $0
Other Salaries and Wages $97,880
18.4%
Assets/Debt
Total Assets $1,388,571
Total Liabilities $121,431
Net Assets $1,267,140

Document Links

990

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

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$643,158
Expenses
$633,404
Net Income
$9,754
Net Assets
$1,210,875
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $523,884
81.5%
Investment Income $18,779
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $50,558
7.9%
Net Inventory Sales $0
Other Revenue $49,937
7.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $161,246
25.5%
Professional Fundraising Fees $0
Other Salaries and Wages $97,049
15.3%
Assets/Debt
Total Assets $1,336,302
Total Liabilities $125,427
Net Assets $1,210,875

Document Links

990

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

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$581,868
Expenses
$639,003
Net Income
-$57,135
Net Assets
$1,212,607
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $503,943
86.6%
Investment Income $46,995
8.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,442
Net Inventory Sales $0
Other Revenue $40,372
6.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $159,112
24.9%
Professional Fundraising Fees $0
Other Salaries and Wages $128,238
20.1%
Assets/Debt
Total Assets $1,373,450
Total Liabilities $160,843
Net Assets $1,212,607

Document Links

990

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

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

About This Data

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.

Which Organizations Are Here?

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • 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.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated