National Association of Insurance and Financial Advisors - Houston
Nonprofit profile at a glance
- EIN
- 746052266
- IRS 990-EZ coverage
- 2016–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2015
- Location
- Powell, OH, USA
- Phone
- 7135265331
- Rating confidence
- Limited
Reported finances
- Revenue
- $62,154
- Expenses
- $71,058
- Assets
- $83,306
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- LENA ALLOUCHE (PRESIDENT)
- SHANE MINKS (PRESIDENT-ELECT)
- RENAE DAVIES (EXECUTIVE DIRECTOR)
People named in this filing
- LENA ALLOUCHE (PRESIDENT)
- SHANE MINKS (PRESIDENT-ELECT)
- SAMMY SALEK (TREASURER/SECRETARY)
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
To provide a professional association for its members to enhance through education/training superior services to the public
What it reported doing in 2025
To provide a professional association for its membersto enhance through education/training superior servicesto the public
Operating model
- Revenue model
- Membership-supported. 64% of the money available for current operations came from membership dues.
- 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: 34
- 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: -14.3%; rating input score 25; 25th percentile among comparable filings
- Total-asset coverage ratio: 1.17; rating input score 52; 52nd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -41.3% per year; rating input score 0; 10th percentile among comparable filings
- Revenue growth: -6.6% per year; rating input score 0; 30th percentile among comparable filings
- Asset growth: -0.1% per year; rating input score 0; 37th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 7 filing years from 2016 to 2025
- Contacts: How to reach this organization
- 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 25/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 52/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.