National Association of Insurance and Financial Advisors-dallas Inc

Nonprofit profile at a glance

EIN
751057251
IRS 990-EZ coverage
2015–2025
Forms available
Form 990 2014, Form 990-EZ 2025
Location
Dallas, TX, USA
Phone
9729912364
Rating confidence
Limited

Official website

Reported finances

Revenue
$63,820
Expenses
$80,878
Assets
$125,097
Liabilities
$1,513

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • DEREK TRUE (PRESIDENT ELECT)
  • BENJAMIN GERALD (President)

People named in this filing

  • ERIC REED (Director)
  • MARY LYONS (Director)
  • DEREK TRUE (PRESIDENT ELECT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2025

Annually, the organization holds 4 luncheons, a celebration of achievement awards dinner, summit for success (an all-day professional development event), boom '65 (an all-day event focusing on aging and reaching 65 or older), and a legislative reception with current legislators, staff and any candidates for office.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 29
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -26.7%; rating input score 18; 18th percentile among comparable filings
  • Total-asset coverage ratio: 1.55; rating input score 59; 59th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 24; 24th percentile among comparable filings
  • Officer compensation ratio: 30.9%; rating input score 6; 6th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -8.2% per year; rating input score 0; 27th percentile among comparable filings
  • Asset growth: -0.4% per year; rating input score 0; 36th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 10 filing years from 2015 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 18/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 59/100.
  • High — Sustainability: Officer compensation ratio scored 6/100.
  • High — Sustainability: Liabilities to assets ratio scored 24/100.