Civic Intelligence

National Association for Fixed Annuities

EIN 54-1877987 • 501(c)6 • Brookfield, WI

Profile

NAFA is exclusively dedicated to promoting the awareness and understanding of fixed income and deferred annuities through the education of policymakers, journalists, consumers, and the industry.

13400 Bishops Lane STE 120Brookfield, WI 53005

www.nafa.com

Siviq Scores

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

Liabilities / Assets

57th percentile

0.20x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

57th percentile

0.21x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

92nd percentile

32%

Higher net margin than 92% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$266,449

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

90th percentile

31%

Faster asset growth than 90% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

22%

Faster revenue growth than 80% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$1,995,983

Up $336,947 (+20%) from 2023

Liabilities

Up

$679,713

Up $128,497 (+23%) from 2023

Net Assets

Up

$1,316,270

Up $208,450 (+19%) from 2023

Operations
Liabilities / Revenue57th percentileNet Margin92nd percentile

Revenue

Up

$2,022,057

Up $209,151 (+12%) from 2023

Expenses

Up

$1,813,607

Up $251,759 (+16%) from 2023

Net Income

Down

$208,450

Down $42,608 (-17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $284,385Liabilities 2010: $0Net Assets 2010: $284,3852010Assets 2011: $274,672Liabilities 2011: $0Net Assets 2011: $274,6722011Assets 2012: $343,628Liabilities 2012: $0Net Assets 2012: $343,6282012Assets 2013: $338,462Liabilities 2013: $160,500Net Assets 2013: $177,9622013Assets 2014: $345,151Liabilities 2014: $137,595Net Assets 2014: $207,5562014Assets 2015: $249,495Liabilities 2015: $80,461Net Assets 2015: $169,0342015Assets 2016: $525,865Liabilities 2016: $60,276Net Assets 2016: $465,5892016Assets 2017: $559,033Liabilities 2017: $61,302Net Assets 2017: $497,7312017Assets 2018: $534,687Liabilities 2018: $153,800Net Assets 2018: $380,8872018Assets 2019: $557,314Liabilities 2019: $139,849Net Assets 2019: $417,4652019Assets 2020: $671,327Liabilities 2020: $242,167Net Assets 2020: $429,1602020Assets 2021: $1,111,243Liabilities 2021: $442,541Net Assets 2021: $668,7022021Assets 2022: $1,430,503Liabilities 2022: $573,741Net Assets 2022: $856,7622022Assets 2023: $1,659,036Liabilities 2023: $551,216Net Assets 2023: $1,107,8202023Assets 2024: $1,995,983Liabilities 2024: $679,713Net Assets 2024: $1,316,2702024

Highlighted filing

2024

Assets$1,995,983
Liabilities$679,713
Net Assets$1,316,270
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $519,6112010Revenue 2011: $869,006Expenses 2011: $878,719Net Income 2011: -$9,7132011Expenses 2012: $898,4542012Revenue 2013: $644,518Expenses 2013: $756,981Net Income 2013: -$112,4632013Revenue 2014: $921,239Expenses 2014: $877,871Net Income 2014: $43,3682014Revenue 2015: $978,136Expenses 2015: $1,016,658Net Income 2015: -$38,5222015Revenue 2016: $2,186,304Expenses 2016: $1,889,749Net Income 2016: $296,5552016Revenue 2017: $1,399,121Expenses 2017: $1,366,979Net Income 2017: $32,1422017Revenue 2018: $1,079,538Expenses 2018: $1,196,382Net Income 2018: -$116,8442018Revenue 2019: $1,122,908Expenses 2019: $1,086,330Net Income 2019: $36,5782019Revenue 2020: $881,558Expenses 2020: $869,863Net Income 2020: $11,6952020Revenue 2021: $1,212,602Expenses 2021: $973,060Net Income 2021: $239,5422021Revenue 2022: $1,421,840Expenses 2022: $1,233,780Net Income 2022: $188,0602022Revenue 2023: $1,812,906Expenses 2023: $1,561,848Net Income 2023: $251,0582023Revenue 2024: $2,022,057Expenses 2024: $1,813,607Net Income 2024: $208,4502024

Highlighted filing

2024

Revenue$2,022,057
Expenses$1,813,607
Net Income$208,450
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,995,983
Liabilities
$679,713
Net assets
$1,316,270
Revenue
$2,022,057
Expenses
$1,813,607
Net income
$208,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.68$1.32$2.02$1.81$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.55$1.11$1.81$1.56$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.57$0.86$1.42$1.23$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.44$0.67$1.21$0.97$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.24$0.43$0.88$0.87$0.01
2019Summary only. Only limited summary data is available for this year.$0.56$0.14$0.42$1.12$1.09$0.04
2018Summary only. Only limited summary data is available for this year.$0.53$0.15$0.38$1.08$1.20$0.12
2017Summary only. Only limited summary data is available for this year.$0.56$0.06$0.50$1.40$1.37$0.03
2016Summary only. Only limited summary data is available for this year.$0.53$0.06$0.47$2.19$1.89$0.30
2015Summary only. Only limited summary data is available for this year.$0.25$0.08$0.17$0.98$1.02$0.04
2014Summary only. Only limited summary data is available for this year.$0.35$0.14$0.21$0.92$0.88$0.04
2013Summary only. Only limited summary data is available for this year.$0.34$0.16$0.18$0.64$0.76$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.90
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$0.87$0.88$0.01
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 30, 2025
Return Version
2024v5.2
Gross Receipts
$2,022,057
Mission and Program Overview

Mission

NAFA is exclusively dedicated to promoting the awareness and understanding of fixed income and deferred annuities through the education of policymakers, journalists, consumers, and the industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,348,666$1,255,956▼ $92,710
Savings and Temporary Cash Investments$206,309$620,951▲ $414,642
Prepaid Expenses and Deferred Charges$74,985$69,939▼ $5,046
Accounts Receivable$29,076$49,137▲ $20,061
Total Assets$1,659,036$1,995,983▲ $336,947
Liabilities
Deferred Revenue$443,250$675,029▲ $231,779
Accounts Payable and Accrued Expenses$107,966$4,684▼ $103,282
Total Liabilities$551,216$679,713▲ $128,497
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,107,820$1,316,270▲ $208,450
Total Net Assets Fund Balance$1,107,820$1,316,270▲ $208,450
Total Liabilities and Net Assets / Fund Balance$1,659,036$1,995,983▲ $336,947
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles DiVencenzo JrExecutive DirectorFT$192,849$60,588$253,437
Pamela HeinrichDirector of Legal Govt AffairsFT$128,785$45,012$173,797

Board Members and Trustees

NameTitle
David WolfeChair
Kevin MechtleyPast Chair
Andrew PayneVice Chair
Anne RaibleDirector
Branislav NikolicDirector
Brian PetersonDirector
Bryce BiklenDirector
Emily CramerDirector
Jamie KosharekDirector
Jason GouldDirector
Jay BrownDirector
Jeff BarnesDirector
Jill EsserDirector
Luke LoewenDirector
Matt JohnsonDirector
Mike TripsesDirector
Paul GarofoliDirector
Paul KruthDirector
Rocky RobbinsDirector
Ryan LexDirector
Sarah GarrityDirector
Tad FiferDirector
Tom BumbolowDirector
Eric TaylorSecretary
Dan AckerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Circle Sideways LLCConsulting Services8705 Mackey Street, Overland Park, KS 66212$115,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,002,156
Investment Income
$14,642
Other Revenue
$5,259
Change in Net Assets
$208,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,110,690
Salaries, Compensation, and Employee Benefits$691,917
Grants and Similar Amounts Paid$11,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$366,019--$366,019
Other Salaries and Wages$341,060--$341,060
Fees for Services Legal$300,000--$300,000
Current Officers, Directors, Trustees, and Key Employees$253,437--$253,437
Fees for Services Other$134,755--$134,755
Fees for Services Lobbying$110,400--$110,400
Travel$102,402--$102,402
Other Employee Benefits$46,494--$46,494
Payroll Taxes$41,199--$41,199
Fees for Services Accounting$27,840--$27,840
Office Expenses$14,240--$14,240
Grants to Domestic Orgs$11,000--$11,000
Other Expenses$10,539--$10,539
Pension Plan Contributions$9,727--$9,727
Information Technology$5,468--$5,468
Occupancy$4,193--$4,193
Insurance$3,053--$3,053
Advertising$1,508--$1,508
Total Functional Expenses$1,813,607$0$0$1,813,607
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Texas Jumpstart Coalition for Personal Financial LiteracyDallas, TX501c3General Support$11,000
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$110,400
Total Nondeductible Lobbying and Political Cost$110,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The bylaws require membership to elect its Board of Directors. We are a non-stock nonprofit made up of members.”

Form 990, Part VI, Section A, Line 7A

“Our membership votes in board of directors annually who serve for three years. The Board of Directors elects its officers.”

Form 990, Part VI, Section A, Line 7B

“The membership approves or disapproves of descisions by the board through representation and counsel.”

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

“The 990 is reviewed by a member of the Executive Committee prior to filing.”

Form 990, Part VI, Section B, Line 12C

“At the beginning of each year all board members review a conflict of interest statement that they understand they are to disclose any conflicts.”

Form 990, Part VI, Section B, Line 15

“The Board annually reviews the compensation of the Executive Director. Compensation surveys from association firms and annual performance reviews are used to determine reasonableness.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
National Association for Fixed Annuities
EIN
54-1877987
Phone
4143329306
Address
13400 Bishops Lane STE 120, Brookfield, WI 53005

Signing Officer

Name
Dan Acker
Title
Treasurer
Phone
4143329306
Signed
2025-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Acker
Formed
1998
Legal Domicile
Wi
Voting Board Members
103
Independent Board Members
103
Employees
4
Volunteers
103

Preparer

Firm
O'Leary & Anick
Address
13400 Bishops Lane Ste 120, Brookfield, WI 53005
Preparer
Christine Daws
Phone
4147740300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other fee for services are for consulting services.”

Raw XML AppendixShowing 400 of 547 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.

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IRS990/Desc0EDUCATION/PROMOTION - NAFA participates in promoting June as National Annuity Awareness Month by contributing content to AnnuRetirement.com, promotional material in trade publications, solicitation of state Governors for proclamations and holds one of its two annual conferences during June focused on the use of annuities in retirement planning. Monthly webinars are produced to education industry professionals on fixed annuities and fixed indexed annuities. Additionally, whitepapers, toolkits and media responses were developed and were distributed to enhance the understanding of, and compliance with, the use of annuities in retirement portfolios. NAFA works with CapCity Advocates to assist in educating and informing federal regulators, legislators and policymakers about fixed annuities and their role in financial planning increase awareness of NAFA and its mission. NAFA works with other trade associations in activities on both the state and federal level that further our mission and the number of Americans who own a fixed annuity.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
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IRS990/ProgSrvcAccomActy2Grp/Desc0CONFERENCES - NAFA held the Annuity Leadership Forum in June in Washington DC and the Annuity Distribution Summit in Dallas in 2024. Both conferences were designed to educate and inform attendees about fixed annuities and compliance with regulations and legislation governing fixed annuities. The events provided innovative and forward-thinking presentations by thought leaders in the industry and the business community. Both conferences resulted in net revenue gains to the association.
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