{"success":true,"data":{"_id":751057251,"filings":[{"Organization":{"value":null,"Person":["JODI WAGGONER","BRENT HILL","RYAN ADAMS","LANE BOOZER","AARON PECK","KELLI SIMMS","GROVER BRILLHART","KARL A DRESCHER JR","STEVE ANDERSON","JOHN NORMAN","KAREN H TRUE"],"Title":["Director","PRESIDENT ELECT","Director","President","Director","Director","Director","PAST PRESIDENT","Director","Treasurer","Executive VP"],"Hours":[2.0,3.0,2.0,3.0,2.0,2.0,2.0,3.0,2.0,3.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,25000],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,25000],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The national association of insurance and financial advisors-dallas is a trade association created to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.","year":2021,"name":"NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC","phone":9729912364,"website":"www.naifadallas.org","type":"990EZ","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2021-01-01T00:00:00","tax_period_end":"2021-12-31T00:00:00","address":"40 E MCDERMOTT DRIVE, ALLEN, TX, 75002, USA","city":"ALLEN","state":"TX","country":"USA","zip_code":75002},"Governance":{"value":null,"501c3 determination":false,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":90029,"Contributions":{"value":36714,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":36714,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":35350,"Total revenue":35350,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5759,"Investment income total":5759,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":12206,"Other total":12206,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":68932,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":996,"Fundraising professional":0,"Fees to independent contractors":996},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":46736,"Current officers":46736,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":21200,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":62,"Itemized Expenses":21138,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":138057,"Non-interest bearing cash":0,"Savings and temp cash investments":135079,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":2978},"Liabilities":{"value":8931,"Sum of Total Liabilities":8931,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":129126,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.23433560297237557,"percentile":0.7880688750986156},"Liabilities to Assets Ratio":{"score":0.06469067124448598,"percentile":0.3661994680720315},"Operating Reserve Ratio":{"score":2.002799860732316,"percentile":0.616443278332844},"Officer Compensation Ratio":{"score":0.36267626066268205,"percentile":0.13746204604827142},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.1056075352131069,"percentile":0.13798503912957175},"Asset Growth":{"score":-0.026289259914816614,"percentile":0.22487437714248545},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.4451000652551227,"percentile":0.20163395483905933}},"source_xml":"202211319349202916_public.xml"},{"Organization":{"value":null,"Person":["STALEY SHILLER","BRENT HILL","DEREK TRUE","LANE BOOZER","AARON PECK","CALEB LOUD","CARRIE SAYRE","KRISTY OSBORN","BENJAMIN GERALD","JOHN NORMAN","KAREN H TRUE"],"Title":["PAST PRESIDENT","President","Secretary","NATL. LIAISON","Director","Director","FSP LIAISON","Director","PRESIDENT ELECT","CHIEF INV. OFF.","Executive VP"],"Hours":[3.0,3.0,3.0,2.0,2.0,2.0,2.0,2.0,3.0,3.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,25000],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,25000],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The national association of insurance and financial advisors-dallas is a trade association created to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.","year":2024,"name":"NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC","phone":9729912364,"website":"www.naifadallas.org","type":"990EZ","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"9868 PLANO ROAD, DALLAS, TX, 75238, USA","city":"DALLAS","state":"TX","country":"USA","zip_code":75238},"Governance":{"value":null,"501c3 determination":false,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":84341,"Contributions":{"value":37594,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":37594,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":36985,"Total revenue":36985,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5770,"Investment income total":5770,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":3992,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":3992,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":69736,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":1225,"Fundraising professional":0,"Fees to independent contractors":1225},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":47290,"Current officers":47290,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":21221,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":116,"Itemized Expenses":21105,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":136782,"Non-interest bearing cash":0,"Savings and temp cash investments":136782,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1221,"Sum of Total Liabilities":1221,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":135561,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.17316607581128987,"percentile":0.7273385929668519},"Liabilities to Assets Ratio":{"score":0.008926613150853182,"percentile":0.504038826153289},"Operating Reserve Ratio":{"score":1.961425949294482,"percentile":0.6109742840865848},"Officer Compensation Ratio":{"score":0.3584948950326947,"percentile":0.14028054056878791},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.09417855456729089,"percentile":0.15058074930897172},"Asset Growth":{"score":-0.008187240212270274,"percentile":0.28697158566984043},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.447514336267083,"percentile":0.20633899443302642}},"source_xml":"202511829349200226_public.xml"},{"Organization":{"value":null,"Person":["MARY LYONS","TALLIE O YOUNG","DANA CALL","MARK ELDER","MATT ROBERTSON","DAVID SIMS","CLAUDIA FORAKER","CHERI STANWIX","KARL A DRESCHER JR","RUTH SHANNON","JEFF TABER","JOHN NORMAN","KAREN H TRUE","MIKE EVANS","DANNY O'CONNELL"],"Title":["Director","Director","Director","Secretary","Director","Director","Director","Past President","Director","President","Director","Treasurer","Executive VP","Director","PRESIDENT-ELECT"],"Hours":[2.0,2.0,2.0,3.0,2.0,2.0,2.0,3.0,2.0,3.0,2.0,3.0,40.0,2.0,3.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,67355,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,67355,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The national association of insurance and financial advisors-dallas is a trade association created to encourage and facilitate the professional growth of insurance and financial service providers, to promote their public image and to foster the highest ethical standards in all business relationships. the association provides leadership, which improves and sustains the business and political environment for those engaged in the insurance and financial services marketplace and their distribution systems.","year":2016,"name":"NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC","phone":9729912364,"website":"www.naifadallas.org","type":"990EZ","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2016-07-01T00:00:00","tax_period_end":"2017-06-30T00:00:00","address":"16990 DALLAS PARKWAY, DALLAS, TX, 75248, USA","city":"DALLAS","state":"TX","country":"USA","zip_code":75248},"Governance":{"value":null,"501c3 determination":false,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":136338,"Contributions":{"value":63806,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":63806,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":63449,"Total revenue":63449,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":4706,"Investment income total":4706,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":4377,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":4377,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":161882,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":1163,"Fundraising professional":0,"Fees to independent contractors":1163},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":91540,"Current officers":91540,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":69179,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":15081,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":153,"Itemized Expenses":53945,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":112390,"Non-interest bearing cash":0,"Savings and temp cash investments":109412,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":2978},"Liabilities":{"value":7251,"Sum of Total Liabilities":7251,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":105139,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.18735788994997726,"percentile":0.15799036374704764},"Liabilities to Assets Ratio":{"score":0.06451641605125011,"percentile":0.366437696748619},"Operating Reserve Ratio":{"score":0.6942711357655577,"percentile":0.32637903553552877},"Officer Compensation Ratio":{"score":0.4160746716744295,"percentile":0.1062862049076285},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.11398580627846773,"percentile":0.12973301517896463},"Asset Growth":{"score":-0.11027847297852851,"percentile":0.09644762698050677},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.2839447654058745,"percentile":0.011917287135805397}},"source_xml":"201743139349201669_public.xml"},{"Organization":{"value":null,"Person":["CHRISTI DAUGHENBAUGH","BRIAN J CRAIG","TALLIE O YOUNG","LACEY ZUMBERGE","MARK ELDER","JOHN NORMAN","CLAUDIA FORAKER","CHERI STANWIX","KARL A DRESCHER JR","JOE KANE","GROVER BRILLHART","MEL MEYERS","RUTH SHANNON","DANNY O'CONNELL","KAREN H TRUE"],"Title":["Director","Director","Director","Director","Director","PAST PRESIDENT","Director","PRESIDENT ELECT","Director","Director","President","Treasurer","Secretary","Director","Executive VP"],"Hours":[2.0,2.0,2.0,2.0,2.0,3.0,2.0,3.0,2.0,2.0,3.0,3.0,3.0,2.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,67355],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,67355],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To encourage and facilitate the professional growth of insurance and financial service providers, to promote their public image and to foster the highest ethical standards in all business relationships.","year":2014,"name":"NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC","phone":9729912364,"website":"www.naifadallas.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1913,"state_legal_domicile":"TX","total_volunteers":50,"tax_period_begin":"2014-07-01T00:00:00","tax_period_end":"2015-06-30T00:00:00","address":"16990 DALLAS PARKWAY, DALLAS, TX, 75248, USA","city":"DALLAS","state":"TX","country":"USA","zip_code":75248},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":13,"Number of independent voting members":13,"Number of employees total":2,"Total Gross UBI":19274,"Net unrelated business taxable income":-7167,"Number of employees":2,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":180185,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":166094,"Total revenue":{"value":166094,"ADVERTISING-MAGAZINE/DIR.":19274,"CONTINUING EDUCATION":24480,"MEETINGS & CONVENTION":23712,"Membership Dues & Assessments":91028,"PRESIDENT'S CABINET":7600},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":4740,"Investment income total":4740,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":9351,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":9351,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":178385,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":91993,"Current officers":67355,"Disqualified persons":0,"Other salaries and wages":15672,"Pension plan contributions":2447,"Other employee benefits":0,"Payroll taxes":6519},"Other expenses":{"value":86392,"Management services":0,"Legal":0,"Accounting":1476,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":3348,"Information technology":2002,"Royalties":0,"Occupancy":14472,"Travel":0,"Conferences and meetings":42083,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":2656,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":18001,"MAGAZINE PRINTING":8211,"DIRECTORY COSTS":3937,"TELEPHONE":3379,"BANK & MERCHANT FEES":2474},"All other expenses":2354},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":155056,"Non-interest bearing cash":30687,"Savings and temp cash investments":65445,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1002,"Land, building, equipment":0,"Investments publicly traded":54942,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":2980},"Liabilities":{"value":2258,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":2258},"Fund balance":{"value":152798,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":152798,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.009989732774648279,"percentile":0.42501109202374965},"Liabilities to Assets Ratio":{"score":0.014562480652151481,"percentile":0.4775290749598924},"Operating Reserve Ratio":{"score":0.8692210667937327,"percentile":0.3849626707090312},"Officer Compensation Ratio":{"score":0.3775821958124282,"percentile":0.12786373157734596},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5124395970770008,"percentile":0.35351492075707003}},"source_xml":"201513159349303661_public.xml"},{"Organization":{"value":null,"Person":["JOE CHENOWETH","TALLIE O YOUNG","DANA CALL","MARK ELDER","MATT ROBERTSON","DAVID SIMS","CLAUDIA FORAKER","CHERI STANWIX","KARL A DRESCHER JR","JAY NOBLE","JEFF TABER","JOHN NORMAN","KAREN H TRUE","MIKE EVANS","DANNY O'CONNELL"],"Title":["Director","Director","Director","PRESIDENT ELECT","Director","Director","Director","Past President","Secretary","Director","Director","Treasurer","Executive VP","Director","President"],"Hours":[2.0,2.0,2.0,3.0,2.0,2.0,2.0,3.0,3.0,2.0,2.0,3.0,40.0,2.0,3.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,54050,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,54050,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The national association of insurance and financial advisors-dallas is a trade association created to encourage and facilitate the professional growth of insurance and financial service providers, to promote their public image and to foster the highest ethical standards in all business relationships. the association provides leadership, which improves and sustains the business and political environment for those engaged in the insurance and financial services marketplace and their distribution systems.","year":2017,"name":"NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC","phone":9729912364,"website":"www.naifadallas.org","type":"990EZ","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2017-07-01T00:00:00","tax_period_end":"2018-06-30T00:00:00","address":"16990 DALLAS PARKWAY, DALLAS, TX, 75248, USA","city":"DALLAS","state":"TX","country":"USA","zip_code":75248},"Governance":{"value":null,"501c3 determination":false,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":152536,"Contributions":{"value":61779,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":61779,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":81246,"Total revenue":81246,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3908,"Investment income total":3908,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":5603,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":5603,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":135719,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":1204,"Fundraising professional":0,"Fees to independent contractors":1204},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":75857,"Current officers":75857,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":58658,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":15558,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":139,"Itemized Expenses":42961,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":123089,"Non-interest bearing cash":0,"Savings and temp cash investments":120111,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":2978},"Liabilities":{"value":1783,"Sum of Total Liabilities":1783,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":121306,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.1102493837520323,"percentile":0.640343091528914},"Liabilities to Assets Ratio":{"score":0.014485453614864042,"percentile":0.47784616695590043},"Operating Reserve Ratio":{"score":0.9069400747131942,"percentile":0.39649258456358083},"Officer Compensation Ratio":{"score":0.39824932397085155,"percentile":0.11573018836686044},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.07419522497906929,"percentile":0.17714120773794875},"Asset Growth":{"score":-0.07936578203737725,"percentile":0.12376350184631887},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.40320457150178896,"percentile":0.1266069019113136}},"source_xml":"201803119349201505_public.xml"},{"Organization":{"value":null,"Person":["STALEY SHILLER","BRENT HILL","MIKE EVANS","LANE BOOZER","AARON PECK","CYNTHIA MOOK","GROVER BRILLHART","DAWN PEMBERTON","JOSHUA RUBLE","KRISTY OSBORN","BEMJAMIN GERALD","JOHN NORMAN","KAREN H TRUE"],"Title":["PRESIDENT ELECT","President","Director","PAST PRESIDENT","Director","Secretary","Director","Director","Director","Director","Director","CHIEF INV. OFF.","Executive VP"],"Hours":[3.0,3.0,2.0,3.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,3.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,25000],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,25000],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The national association of insurance and financial advisors-dallas is a trade association created to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.","year":2022,"name":"NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC","phone":9729912364,"website":"www.naifadallas.org","type":"990EZ","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"40 E MCDERMOTT DRIVE, ALLEN, TX, 75002, USA","city":"ALLEN","state":"TX","country":"USA","zip_code":75002},"Governance":{"value":null,"501c3 determination":false,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":80580,"Contributions":{"value":38604,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":38604,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":29962,"Total revenue":29962,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5245,"Investment income total":5245,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":6769,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":6769,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":77278,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":1068,"Fundraising professional":0,"Fees to independent contractors":1068},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":48512,"Current officers":48512,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":27698,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":45,"Itemized Expenses":27653,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":132921,"Non-interest bearing cash":0,"Savings and temp cash investments":129943,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":2978},"Liabilities":{"value":14277,"Sum of Total Liabilities":14277,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":118644,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.040977910151402334,"percentile":0.5043939087924847},"Liabilities to Assets Ratio":{"score":0.10740966438711716,"percentile":0.31848552110423395},"Operating Reserve Ratio":{"score":1.7200367504335,"percentile":0.5759684365753692},"Officer Compensation Ratio":{"score":0.3235073371464065,"percentile":0.16642450698323408},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.10170356031662073,"percentile":0.14211175102208912},"Asset Growth":{"score":-0.017675226073009212,"percentile":0.25367897013227725},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.38517925055026775,"percentile":0.09916340408324723}},"source_xml":"202341569349201034_public.xml"},{"Organization":{"value":null,"Person":["CHRISTI DAUGHENBAUGH","MARY LYONS","TALLIE O YOUNG","RYAN SOULIER","MARK ELDER","BRAD CAMPBELL","CLAUDIA FORAKER","CHERI STANWIX","KARL A DRESCHER JR","GROVER BRILLHART","MEL MEYERS","KAREN H TRUE","RUTH SHANNON","DANNY O'CONNELL"],"Title":["Director","Director","Director","Director","Director","Director","Director","President","Director","PAST PRESIDENT","Treasurer","Executive VP","PRESIDENT-ELECT","Secretary"],"Hours":[2.0,2.0,2.0,2.0,2.0,2.0,2.0,3.0,2.0,3.0,3.0,40.0,3.0,3.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,67355,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,67355,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The national association of insurance and financial advisors-dallas is a trade association created to encourage and facilitate the professional growth of insurance and financial service providers, to promote their public image and to foster the highest ethical standards in all business relationships. the association provides leadership, which improves and sustains the business and political environment for those engaged in the insurance and financial services marketplace and their distribution systems.","year":2015,"name":"NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC","phone":9729912364,"website":"www.naifadallas.org","type":"990EZ","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2015-07-01T00:00:00","tax_period_end":"2016-06-30T00:00:00","address":"16990 DALLAS PARKWAY, DALLAS, TX, 75248, USA","city":"DALLAS","state":"TX","country":"USA","zip_code":75248},"Governance":{"value":null,"501c3 determination":false,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":155588,"Contributions":{"value":70017,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":70017,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":73287,"Total revenue":73287,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":4545,"Investment income total":4545,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":7739,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":7739,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":176729,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":1492,"Fundraising professional":0,"Fees to independent contractors":1492},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":92076,"Current officers":92076,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":83161,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":14490,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":158,"Itemized Expenses":68513,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":131609,"Non-interest bearing cash":0,"Savings and temp cash investments":128528,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3081},"Liabilities":{"value":3473,"Sum of Total Liabilities":3473,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":128136,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.13587808828444353,"percentile":0.19144496715599288},"Liabilities to Assets Ratio":{"score":0.0263887728042915,"percentile":0.43849070764773457},"Operating Reserve Ratio":{"score":0.7446938533008165,"percentile":0.344203082336636},"Officer Compensation Ratio":{"score":0.3811202462527372,"percentile":0.1257343543273976},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.10120835887518434,"percentile":0.14264368810457098},"Asset Growth":{"score":-0.08117935984586369,"percentile":0.12176985314959206},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.3014562941864829,"percentile":0.018222604148522222}},"source_xml":"201623149349201342_public.xml"},{"Organization":{"value":null,"Person":["ALESIA DUTTON","BRENT HILL","RYAN ADAMS","LANE BOOZER","MARK ELDER","KELLI SIMMS","KARL A DRESCHER JR","STEVE ANDERSON","JOHN NORMAN","KAREN H TRUE"],"Title":["Director","Secretary","Director","PRESIDENT-ELECT","PAST PRESIDENT","Director","President","Director","Treasurer","Executive VP"],"Hours":[2.0,3.0,2.0,3.0,3.0,2.0,3.0,2.0,3.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,39583],"Direct compensation":[0,0,0,0,0,0,0,0,0,39583],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The national association of insurance and financial advisors-dallas is a trade association created to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.","year":2020,"name":"NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC","phone":9729912364,"website":"www.naifadallas.org","type":"990EZ","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"40 E MCDERMOTT DRIVE, ALLEN, TX, 75002, USA","city":"ALLEN","state":"TX","country":"USA","zip_code":75002},"Governance":{"value":null,"501c3 determination":false,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":68963,"Contributions":{"value":38437,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":38437,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":28235,"Total revenue":28235,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2291,"Investment income total":2291,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":83634,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":1453,"Fundraising professional":0,"Fees to independent contractors":1453},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":63144,"Current officers":63144,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":19037,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":193,"Itemized Expenses":18844,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":108697,"Non-interest bearing cash":0,"Savings and temp cash investments":105719,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":2978},"Liabilities":{"value":5973,"Sum of Total Liabilities":5973,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":102724,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.21273726491016923,"percentile":0.14519005624782058},"Liabilities to Assets Ratio":{"score":0.054950918608609255,"percentile":0.3804698369311394},"Operating Reserve Ratio":{"score":1.2996747734175096,"percentile":0.4980284985082632},"Officer Compensation Ratio":{"score":0.4732883755410479,"percentile":0.08142230678953889},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.11532297619314698,"percentile":0.1284563661810081},"Asset Growth":{"score":-0.04893139322550016,"percentile":0.16721024036209214},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.29703632414041825,"percentile":0.01643174132861423}},"source_xml":"202132359349200208_public.xml"},{"Organization":{"value":null,"Person":["ALEXIS BRITTON","TALLIE O YOUNG","DANA CALL","MARK ELDER","KELLI SIMMS","CLAUDIA FORAKER","KARL A DRESCHER JR","JAY NOBLE","JEFF TABER","JOHN NORMAN","KAREN H TRUE","MIKE EVANS","DANNY O'CONNELL"],"Title":["Director","Director","Secretary","President","Director","Director","PRESIDENT-ELECT","Director","Director","Treasurer","Executive VP","Director","PAST PRESIDENT"],"Hours":[2.0,3.0,3.0,3.0,2.0,2.0,3.0,2.0,2.0,3.0,40.0,2.0,3.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,50000,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,50000,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The national association of insurance and financial advisors-dallas is a trade association created to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.","year":2018,"name":"NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC","phone":9729912364,"website":"www.naifadallas.org","type":"990EZ","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2018-07-01T00:00:00","tax_period_end":"2019-06-30T00:00:00","address":"40 E MCDERMOTT DRIVE, ALLEN, TX, 75002, USA","city":"ALLEN","state":"TX","country":"USA","zip_code":75002},"Governance":{"value":null,"501c3 determination":false,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":114874,"Contributions":{"value":50029,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":50029,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":56043,"Total revenue":56043,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2896,"Investment income total":2896,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":5906,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":5906,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":118818,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":1195,"Fundraising professional":0,"Fees to independent contractors":1195},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":73927,"Current officers":73927,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":43696,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":206,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":117,"Itemized Expenses":43373,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":129093,"Non-interest bearing cash":0,"Savings and temp cash investments":125465,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3628},"Liabilities":{"value":8022,"Sum of Total Liabilities":8022,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":121071,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.03433326949527308,"percentile":0.3111544488644967},"Liabilities to Assets Ratio":{"score":0.062141247007970996,"percentile":0.36975036584386617},"Operating Reserve Ratio":{"score":1.086476796444983,"percentile":0.4471980953300949},"Officer Compensation Ratio":{"score":0.4208116615327644,"percentile":0.10389212066926913},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.08906609695382406,"percentile":0.1567680174788926},"Asset Growth":{"score":-0.052560396327826775,"percentile":0.1606253961854612},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.3311135101242745,"percentile":0.03520710313589979}},"source_xml":"201923129349200822_public.xml"},{"Organization":{"value":null,"Person":["STALEY SHILLER","BRENT HILL","MIKE EVANS","LANE BOOZER","AARON PECK","GROVER BRILLHART","DAWN PEMBERTON","JOSHUA RUBLE","KRISTY OSBORN","BENJAMIN GERALD","JOHN NORMAN","KAREN H TRUE"],"Title":["President","PAST PRESIDENT","Director","NATL. LIAISON","Director","Director","Director","PRESIDENT ELECT","Director","Director","CHIEF INV. OFF.","Executive VP"],"Hours":[3.0,3.0,2.0,2.0,2.0,2.0,2.0,3.0,2.0,2.0,3.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,25000],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,25000],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The national association of insurance and financial advisors-dallas is a trade association created to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.","year":2023,"name":"NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC","phone":9729912364,"website":"www.naifadallas.org","type":"990EZ","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"40 E MCDERMOTT DRIVE, ALLEN, TX, 75002, USA","city":"ALLEN","state":"TX","country":"USA","zip_code":75002},"Governance":{"value":null,"501c3 determination":false,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":64019,"Contributions":{"value":36064,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":36064,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":23935,"Total revenue":23935,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":4020,"Investment income total":4020,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":71022,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":1198,"Fundraising professional":0,"Fees to independent contractors":1198},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":46359,"Current officers":46359,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":23465,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":109,"Itemized Expenses":23356,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":132766,"Non-interest bearing cash":0,"Savings and temp cash investments":132766,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":17449,"Sum of Total Liabilities":17449,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":115317,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.1093894000218685,"percentile":0.21402785876149633},"Liabilities to Assets Ratio":{"score":0.1314267206965639,"percentile":0.29777888118145035},"Operating Reserve Ratio":{"score":1.8693644222916843,"percentile":0.5982811328186338},"Officer Compensation Ratio":{"score":0.35200360451691026,"percentile":0.14463648453490932},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.1037543602359451,"percentile":0.13992324987800442},"Asset Growth":{"score":-0.012642375862239624,"percentile":0.2710723003947206},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.3250841554962335,"percentile":0.030958428584370437}},"source_xml":"202441389349200419_public.xml"},{"Organization":{"value":null,"Person":["CHRISTI DAUGHENBAUGH","BRIAN J CRAIG","TALLIE O YOUNG","ERICKA UPTON","MARK ELDER","LAURA BIESEMEYER","BEVERLY A NORMAN","CLAUDIA FORAKER","CHERI STANWIX","JEFFREY DERDIGER","JASON BACH","CHRISTINA JOHNSON","GROVER BRILLHART","MEL MEYERS","RUTH SHANNON","DANNY O'CONNELL","KAREN H TRUE"],"Title":["Director","Director","Director","Director","Director","President","PAST PRESIDENT","Director","Secretary","Director","Director","Director","PRESIDENT ELECT","Treasurer","Director","Director","Executive VP"],"Hours":[2.0,2.0,2.0,2.0,2.0,3.0,3.0,2.0,3.0,2.0,2.0,2.0,3.0,3.0,2.0,2.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,71355],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,71355],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To encourage and facilitate the professional growth of insurance and financial service providers, to promote their public image and to foster the highest ethical standards in all business relationships.","year":2013,"name":"NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC","phone":9729912364,"website":"www.naifadallas.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1913,"state_legal_domicile":"TX","total_volunteers":50,"tax_period_begin":"2013-07-01T00:00:00","tax_period_end":"2014-06-30T00:00:00","address":"16990 DALLAS PARKWAY, DALLAS, TX, 75248, USA","city":"DALLAS","state":"TX","country":"USA","zip_code":75248},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":15,"Number of independent voting members":15,"Number of employees total":2,"Total Gross UBI":21207,"Net unrelated business taxable income":-8288,"Number of employees":2,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":191140,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":174815,"Total revenue":{"value":174815,"ADVERTISING-MAGAZINE/DIR.":21207,"CONTINUING EDUCATION":29955,"MEETINGS & CONVENTION":24161,"Membership Dues & Assessments":90092,"PRESIDENT'S CABINET":9400},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3900,"Investment income total":3900,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":12425,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":12425,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":186303,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":95854,"Current officers":71355,"Disqualified persons":0,"Other salaries and wages":15089,"Pension plan contributions":2553,"Other employee benefits":0,"Payroll taxes":6857},"Other expenses":{"value":90449,"Management services":0,"Legal":0,"Accounting":1402,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":3863,"Information technology":1860,"Royalties":0,"Occupancy":14086,"Travel":0,"Conferences and meetings":45789,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":2613,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":18365,"MAGAZINE PRINTING":7756,"TELEPHONE":4322,"DIRECTORY COSTS":3596,"BANK & MERCHANT FEES":2691},"All other expenses":2471},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":155541,"Non-interest bearing cash":34091,"Savings and temp cash investments":42226,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":76246,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":2978},"Liabilities":{"value":2244,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":2244},"Fund balance":{"value":153297,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":153297,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.025306058386522966,"percentile":0.4660213150279446},"Liabilities to Assets Ratio":{"score":0.014427064246725943,"percentile":0.47807763591939473},"Operating Reserve Ratio":{"score":0.8348818859599685,"percentile":0.37416857120858066},"Officer Compensation Ratio":{"score":0.3830051045876878,"percentile":0.12456026650426096},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.520609870614206,"percentile":0.37509386780972576}},"source_xml":"201433149349300448_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["STALEY SHILLER","BRENT HILL","DEREK TRUE","LANE BOOZER","AARON PECK","CALEB LOUD","CARRIE SAYRE","KRISTY OSBORN","BENJAMIN GERALD","JOHN NORMAN","KAREN H TRUE"],"Title":["PAST PRESIDENT","President","Secretary","NATL. LIAISON","Director","Director","FSP LIAISON","Director","PRESIDENT ELECT","CHIEF INV. OFF.","Executive VP"],"Hours":[3.0,3.0,3.0,2.0,2.0,2.0,2.0,2.0,3.0,3.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,25000],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,25000],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The national association of insurance and financial advisors-dallas is a trade association created to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.","year":2024,"name":"NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-DALLAS INC","phone":9729912364,"website":"www.naifadallas.org","type":"990EZ","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"9868 PLANO ROAD, DALLAS, TX, 75238, USA","city":"DALLAS","state":"TX","country":"USA","zip_code":75238},"Governance":{"value":null,"501c3 determination":false,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":84341,"Contributions":{"value":37594,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":37594,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":36985,"Total revenue":36985,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5770,"Investment income total":5770,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":3992,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":3992,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":69736,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":1225,"Fundraising professional":0,"Fees to independent contractors":1225},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":47290,"Current officers":47290,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":21221,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":116,"Itemized Expenses":21105,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":136782,"Non-interest bearing cash":0,"Savings and temp cash investments":136782,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1221,"Sum of Total Liabilities":1221,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":135561,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.17316607581128987,"percentile":0.7273385929668519},"Liabilities to Assets Ratio":{"score":0.008926613150853182,"percentile":0.504038826153289},"Operating Reserve Ratio":{"score":1.961425949294482,"percentile":0.6109742840865848},"Officer Compensation Ratio":{"score":0.3584948950326947,"percentile":0.14028054056878791},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.09417855456729089,"percentile":0.15058074930897172},"Asset Growth":{"score":-0.008187240212270274,"percentile":0.28697158566984043},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.447514336267083,"percentile":0.20633899443302642}},"source_xml":"202511829349200226_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}