Civic Intelligence

National Association of Settlement

EIN 23-2860735 • 501(c)6 • Addison, TX

Profile

To educate members and the public on legislation and issues impacting the structured settlement purchasing industry.

15851 Dallas Parkway 525Addison, TX 75001

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

82nd percentile

23%

Faster asset growth than 82% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$236,735

Up $44,446 (+23%) from 2023

Liabilities

Down

$0

Down $2,180 (-100%) from 2023

Net Assets

Up

$236,735

Up $46,626 (+25%) from 2023

Revenue

Down

$386,459

Down $133,625 (-26%) from 2023

Expenses

Down

$342,013

Down $143,403 (-30%) from 2023

Net Income

Up

$44,446

Up $9,778 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500KAssets 2010: $436,514Liabilities 2010: $2,180Net Assets 2010: $434,3342010Assets 2011: $599,044Liabilities 2011: $5,777Net Assets 2011: $593,2672011Assets 2012: $688,762Liabilities 2012: $9,609Net Assets 2012: $679,1532012Assets 2013: $700,666Liabilities 2013: $94,013Net Assets 2013: $606,6532013Assets 2014: $603,874Liabilities 2014: $2,180Net Assets 2014: $601,6942014Assets 2015: $232,888Liabilities 2015: $12,042Net Assets 2015: $220,8462015Assets 2016: $111,004Liabilities 2016: $288,030Net Assets 2016: -$177,0262016Assets 2017: $53,137Liabilities 2017: $2,180Net Assets 2017: $50,9572017Assets 2018: $112,523Liabilities 2018: $2,180Net Assets 2018: $110,3432018Assets 2019: $108,950Liabilities 2019: $2,180Net Assets 2019: $106,7702019Assets 2020: $148,924Liabilities 2020: $2,180Net Assets 2020: $146,7442020Assets 2021: $62,055Liabilities 2021: $2,180Net Assets 2021: $59,8752021Assets 2022: $157,621Liabilities 2022: $2,180Net Assets 2022: $155,4412022Assets 2023: $192,289Liabilities 2023: $2,180Net Assets 2023: $190,1092023Assets 2024: $236,735Liabilities 2024: $0Net Assets 2024: $236,7352024

Highlighted filing

2024

Assets$236,735
Liabilities$0
Net Assets$236,735

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $307,5272010Expenses 2011: $329,3152011Expenses 2012: $556,5452012Revenue 2013: $772,626Expenses 2013: $845,126Net Income 2013: -$72,5002013Revenue 2014: $803,491Expenses 2014: $808,450Net Income 2014: -$4,9592014Revenue 2015: $893,871Expenses 2015: $1,274,719Net Income 2015: -$380,8482015Revenue 2016: $1,057,418Expenses 2016: $1,455,289Net Income 2016: -$397,8712016Revenue 2017: $950,431Expenses 2017: $935,172Net Income 2017: $15,2592017Revenue 2018: $738,612Expenses 2018: $679,228Net Income 2018: $59,3842018Revenue 2019: $528,252Expenses 2019: $531,825Net Income 2019: -$3,5732019Revenue 2020: $399,718Expenses 2020: $359,744Net Income 2020: $39,9742020Revenue 2021: $471,159Expenses 2021: $558,028Net Income 2021: -$86,8692021Revenue 2022: $639,280Expenses 2022: $543,716Net Income 2022: $95,5642022Revenue 2023: $520,084Expenses 2023: $485,416Net Income 2023: $34,6682023Revenue 2024: $386,459Expenses 2024: $342,013Net Income 2024: $44,4462024

Highlighted filing

2024

Revenue$386,459
Expenses$342,013
Net Income$44,446

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.39$0.34$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.52$0.49$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.64$0.54$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.47$0.56$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.40$0.36$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.53$0.53$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.74$0.68$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.95$0.94$0.02
2016Summary only. Only limited summary data is available for this year.$0.11$0.29$0.18$1.06$1.46$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.22$0.89$1.27$0.38
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.80$0.81$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.09$0.61$0.77$0.85$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.01$0.68$0.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.01$0.59$0.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.43$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$386,459
Mission and Program Overview

Mission

To educate members and the public on legislation and issues impacting the structured settlement purchasing industry.

Educate society on legislation and issues impacting the structured settlement purchasing industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$152,518$209,441▲ $56,923
Accounts Receivable$39,771$27,294▼ $12,477
Total Assets$192,289$236,735▲ $44,446
Liabilities
Other Liabilities$2,180$0▼ $2,180
Total Liabilities$2,180$0▼ $2,180
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$190,109$236,735▲ $46,626
Total Net Assets Fund Balance$190,109$236,735▲ $46,626
Total Liabilities and Net Assets / Fund Balance$192,289$236,735▲ $44,446
Compensation and Service Providers

Board Members and Trustees

NameTitle
Fred LovePresident
Amanda DobantonVice President/treasurer
Andrew SavyskyDirector
Marc HermesDirector
Zack LeshetzDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Vassar Mccown Dear & Sicotte LLPConsulting Service15851 DALLAS PARKWAY SUITE 525, Addison, TX 75001$120,000
Kelly & Associates INCConsulting Service818 CONNECTICUT AVE NW STE 1100, Washington, DC 20006$108,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$386,459
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$44,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$342,013
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$180,028
Fees for Services Lobbying---$64,006
Conferences and Meetings---$56,626
Fees for Services Accounting---$22,900
Information Technology---$6,263
Travel---$5,455
Insurance---$4,732
Other Expenses---$360
Total Functional Expenses$0$0$0$342,013
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$64,006
Total Nondeductible Lobbying and Political Cost$64,006
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The treasurer and/or the executive director reviews the 990, then distributes it to the board for their review.

Form 990, Part VI, Section C, Line 19

The organization does not have a whistle blower or conflict of interest policy. Other documents are made available to the public by request.

Filing and Contact Details

Filer

Filer Name
National Association of Settlement
EIN
23-2860735
Phone
9723712411
Address
15851 DALLAS PARKWAY 525, ADDISON, TX 75001

Signing Officer

Name
J Brian Dear
Title
Executive Director
Phone
9723712411
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Brian Dear
Formed
1996
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Advisors LLC
Address
4722 N 24TH ST STE 300, PHOENIX, AZ 85016
Preparer
Kristen M Bass
Phone
6022646835
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

CONSULTING 180,028.

Raw XML Appendix291 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A WHISTLE BLOWER OR CONFLICT OF INTEREST POLICY. OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONSULTING 180,028.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09723712411
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF SETTLEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PURCHASERS
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0232860735
ReturnHeader/Filer/PhoneNum09723712411
ReturnHeader/Filer/USAddress/AddressLine1Txt015851 DALLAS PARKWAY 525
ReturnHeader/Filer/USAddress/CityNm0ADDISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341884125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04722 N 24TH ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085016
ReturnHeader/PreparerPersonGrp/PhoneNum06022646835
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN M BASS
ReturnHeader/ReturnTs02025-10-31T11:19:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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