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National Association Of Insurnace And Financial Advisors Dallas Inc

Naifa Dallas
  • Dallas, TX
  • Tax-exempt since Oct. 1970
  • EIN: 75-1057251

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
$64k (2023)

Expenses
$71k (2023)

Total Assets
$133k (2023)

Total Liabilities
$17.4k (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 990-EZ
Revenue
$64,019
Expenses
$71,022
Net Income
-$7,003
Net Assets
$115,317
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,935
37.4%
Investment Income $4,020
6.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $132,766
Total Liabilities $17,449
Net Assets $115,317
Compensation
Key Employees and Officers Compensation Other
Karen H True (Executive Vp) $25,000 $0
Staley Shiller (President) $0 $0
Brent Hill (Past President) $0 $0
Mike Evans (Director) $0 $0
Lane Boozer (Natl. Liaison) $0 $0
Aaron Peck (Director) $0 $0
Grover Brillhart (Director) $0 $0
Dawn Pemberton (Director) $0 $0
Joshua Ruble (President Elect) $0 $0
Kristy Osborn (Director) $0 $0
Benjamin Gerald (Director) $0 $0
John Norman (Chief Inv. Off.) $0 $0
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990-EZ
Filed on May 17, 2024

Short form 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 990-EZ
Revenue
$80,580
Expenses
$77,278
Net Income
$3,302
Net Assets
$118,644
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,962
37.2%
Investment Income $5,245
6.5%
Net Fundraising $6,769
8.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $132,921
Total Liabilities $14,277
Net Assets $118,644
Compensation
Key Employees and Officers Compensation Other
Karen H True (Executive Vp) $25,000 $0
Staley Shiller (President Elect) $0 $0
Brent Hill (President) $0 $0
Mike Evans (Director) $0 $0
Lane Boozer (Past President) $0 $0
Aaron Peck (Director) $0 $0
Cynthia Mook (Secretary) $0 $0
Grover Brillhart (Director) $0 $0
Dawn Pemberton (Director) $0 $0
Joshua Ruble (Director) $0 $0
Kristy Osborn (Director) $0 $0
Bemjamin Gerald (Director) $0 $0
John Norman (Chief Inv. Off.) $0 $0
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Document Links

990-EZ
Filed on June 5, 2023

Short form 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 990-EZ
Revenue
$90,029
Expenses
$68,932
Net Income
$21,097
Net Assets
$129,126
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,350
39.3%
Investment Income $5,759
6.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,206
13.6%
Assets/Debt
Total Assets $138,057
Total Liabilities $8,931
Net Assets $129,126
Compensation
Key Employees and Officers Compensation Other
Karen H True (Executive Vp) $25,000 $0
Jodi Waggoner (Director) $0 $0
Brent Hill (President Elect) $0 $0
Ryan Adams (Director) $0 $0
Lane Boozer (President) $0 $0
Aaron Peck (Director) $0 $0
Kelli Simms (Director) $0 $0
Grover Brillhart (Director) $0 $0
Karl A Drescher Jr (Past President) $0 $0
Steve Anderson (Director) $0 $0
John Norman (Treasurer) $0 $0
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990-EZ
Filed on May 11, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$68,963
Expenses
$83,634
Net Income
-$14,671
Net Assets
$102,724
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,235
40.9%
Investment Income $2,291
3.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $108,697
Total Liabilities $5,973
Net Assets $102,724
Compensation
Key Employees and Officers Compensation Other
Karen H True (Executive Vp) $39,583 $0
Alesia Dutton (Director) $0 $0
Brent Hill (Secretary) $0 $0
Ryan Adams (Director) $0 $0
Lane Boozer (President Elect) $0 $0
Mark Elder (Past President) $0 $0
Kelli Simms (Director) $0 $0
Karl A Drescher Jr (President) $0 $0
Steve Anderson (Director) $0 $0
John Norman (Treasurer) $0 $0
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Document Links

990-EZ
Filed on Aug. 23, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$30,237
Expenses
$45,426
Net Income
-$15,189
Net Assets
$110,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,890
39.3%
Investment Income $1,334
4.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $125,080
Total Liabilities $14,945
Net Assets $110,135

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$114,874
Expenses
$118,818
Net Income
-$3,944
Net Assets
$121,071
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,043
48.8%
Investment Income $2,896
2.5%
Net Fundraising $5,906
5.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $129,093
Total Liabilities $8,022
Net Assets $121,071
Compensation
Key Employees and Officers Compensation Other
Karen H True (Executive Vp) $50,000 $0
Alexis Britton (Director) $0 $0
Tallie O Young (Director) $0 $0
Dana Call (Secretary) $0 $0
Mark Elder (President) $0 $0
Kelli Simms (Director) $0 $0
Claudia Foraker (Director) $0 $0
Karl A Drescher Jr (President Elect) $0 $0
Jay Noble (Director) $0 $0
Jeff Taber (Director) $0 $0
John Norman (Treasurer) $0 $0
Mike Evans (Director) $0 $0
Danny O'connell (Past President) $0 $0
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Document Links

990-EZ
Filed on Nov. 8, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$152,536
Expenses
$135,719
Net Income
$16,817
Net Assets
$121,306
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $81,246
53.3%
Investment Income $3,908
2.6%
Net Fundraising $5,603
3.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $123,089
Total Liabilities $1,783
Net Assets $121,306
Compensation
Key Employees and Officers Compensation Other
Karen H True (Executive Vp) $54,050 $0
Joe Chenoweth (Director) $0 $0
Tallie O Young (Director) $0 $0
Dana Call (Director) $0 $0
Mark Elder (President Elect) $0 $0
Matt Robertson (Director) $0 $0
David Sims (Director) $0 $0
Claudia Foraker (Director) $0 $0
Cheri Stanwix (Past President) $0 $0
Karl A Drescher Jr (Secretary) $0 $0
Jay Noble (Director) $0 $0
Jeff Taber (Director) $0 $0
John Norman (Treasurer) $0 $0
Mike Evans (Director) $0 $0
Danny O'connell (President) $0 $0
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Document Links

990-EZ
Filed on Nov. 7, 2018

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$136,338
Expenses
$161,882
Net Income
-$25,544
Net Assets
$105,139
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $63,449
46.5%
Investment Income $4,706
3.5%
Net Fundraising $4,377
3.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $112,390
Total Liabilities $7,251
Net Assets $105,139
Compensation
Key Employees and Officers Compensation Other
Karen H True (Executive Vp) $67,355 $0
Mary Lyons (Director) $0 $0
Tallie O Young (Director) $0 $0
Dana Call (Director) $0 $0
Mark Elder (Secretary) $0 $0
Matt Robertson (Director) $0 $0
David Sims (Director) $0 $0
Claudia Foraker (Director) $0 $0
Cheri Stanwix (Past President) $0 $0
Karl A Drescher Jr (Director) $0 $0
Ruth Shannon (President) $0 $0
Jeff Taber (Director) $0 $0
John Norman (Treasurer) $0 $0
Mike Evans (Director) $0 $0
Danny O'connell (President Elect) $0 $0
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990-EZ
Filed on Nov. 9, 2017

Short form 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 990-EZ
Revenue
$155,588
Expenses
$176,729
Net Income
-$21,141
Net Assets
$128,136
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $73,287
47.1%
Investment Income $4,545
2.9%
Net Fundraising $7,739
5.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $131,609
Total Liabilities $3,473
Net Assets $128,136
Compensation
Key Employees and Officers Compensation Other
Karen H True (Executive Vp) $67,355 $0
Christi Daughenbaugh (Director) $0 $0
Mary Lyons (Director) $0 $0
Tallie O Young (Director) $0 $0
Ryan Soulier (Director) $0 $0
Mark Elder (Director) $0 $0
Brad Campbell (Director) $0 $0
Claudia Foraker (Director) $0 $0
Cheri Stanwix (President) $0 $0
Karl A Drescher Jr (Director) $0 $0
Grover Brillhart (Past President) $0 $0
Mel Meyers (Treasurer) $0 $0
Ruth Shannon (President Elect) $0 $0
Danny O'connell (Secretary) $0 $0
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990-EZ
Filed on Nov. 9, 2016

Short form 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
$180,185
Expenses
$178,385
Net Income
$1,800
Net Assets
$152,798
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $166,094
92.2%
Investment Income $4,740
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $9,351
5.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $67,355
37.8%
Professional Fundraising Fees $0
Other Salaries and Wages $15,672
8.8%
Assets/Debt
Total Assets $155,056
Total Liabilities $2,258
Net Assets $152,798
Compensation
Key Employees and Officers Compensation Related Other
Karen H True (Executive Vp) $67,355 $0 $0
Christi Daughenbaugh (Director) $0 $0 $0
Brian J Craig (Director) $0 $0 $0
Tallie O Young (Director) $0 $0 $0
Lacey Zumberge (Director) $0 $0 $0
Mark Elder (Director) $0 $0 $0
John Norman (Past President) $0 $0 $0
Claudia Foraker (Director) $0 $0 $0
Cheri Stanwix (President Elect) $0 $0 $0
Karl A Drescher Jr (Director) $0 $0 $0
Joe Kane (Director) $0 $0 $0
Grover Brillhart (President) $0 $0 $0
Mel Meyers (Treasurer) $0 $0 $0
Ruth Shannon (Secretary) $0 $0 $0
Danny O'connell (Director) $0 $0 $0
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Document Links

990
Filed on Nov. 11, 2015

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

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$191,140
Expenses
$186,303
Net Income
$4,837
Net Assets
$153,297
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $174,815
91.5%
Investment Income $3,900
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $12,425
6.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $71,355
38.3%
Professional Fundraising Fees $0
Other Salaries and Wages $15,089
8.1%
Assets/Debt
Total Assets $155,541
Total Liabilities $2,244
Net Assets $153,297
Compensation
Key Employees and Officers Compensation Related Other
Karen H True (Executive Vp) $71,355 $0 $0
Christi Daughenbaugh (Director) $0 $0 $0
Brian J Craig (Director) $0 $0 $0
Tallie O Young (Director) $0 $0 $0
Ericka Upton (Director) $0 $0 $0
Mark Elder (Director) $0 $0 $0
Laura Biesemeyer (President) $0 $0 $0
Beverly A Norman (Past President) $0 $0 $0
Claudia Foraker (Director) $0 $0 $0
Cheri Stanwix (Secretary) $0 $0 $0
Jeffrey Derdiger (Director) $0 $0 $0
Jason Bach (Director) $0 $0 $0
Christina Johnson (Director) $0 $0 $0
Grover Brillhart (President Elect) $0 $0 $0
Mel Meyers (Treasurer) $0 $0 $0
Ruth Shannon (Director) $0 $0 $0
Danny O'connell (Director) $0 $0 $0
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990
Filed on Nov. 10, 2014

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

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$204,396
Expenses
$187,503
Net Income
$16,893
Net Assets
$143,363
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $192,299
94.1%
Investment Income $2,663
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $9,434
4.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $67,355
35.9%
Professional Fundraising Fees $0
Other Salaries and Wages $14,025
7.5%
Assets/Debt
Total Assets $145,561
Total Liabilities $2,198
Net Assets $143,363

Document Links

990
Filed on Dec. 11, 2013

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

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$196,927
Expenses
$190,591
Net Income
$6,336
Net Assets
$125,291
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $185,775
94.3%
Investment Income $2,897
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $8,255
4.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $68,847
36.1%
Professional Fundraising Fees $0
Other Salaries and Wages $12,380
6.5%
Assets/Debt
Total Assets $127,374
Total Liabilities $2,083
Net Assets $125,291

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-EZ

Short form 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-EZ

Short form 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, Ash Ngu and Brandon Roberts.
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.

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