National Association of Insurnace and Financial Advisors-dallas Inc
501(c)(6)
Only null% goes to programs Strong reserves
National Association of Insurnace and Financial Advisors-dallas Inc is a 501(c)(6) organization based in Dallas, Texas, registered in 1970, with $84,341 in FY2024 revenue. CharityIndex grades it B.
9868 Plano Rd, Dallas, TX, 75238 EIN 75-1057251 Since 1970
Revenue (FY2024)
$84K
▲ 31.7% vs prior year
Expenses (FY2024)
$70K
Net assets
$136K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for National Association of Insurnace and Financial Advisors-dallas Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating23 mo reserves · +17% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For National Association of Insurnace and Financial Advisors-dallas Inc: 23 mo reserves · +17% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for National Association of Insurnace and Financial Advisors-dallas Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For National Association of Insurnace and Financial Advisors-dallas Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue declined from $191K (FY2013) to $84K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $1,221Net assets $136K
Operating margin
17.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$137K
Total liabilities
$1,221
Net assets
$136K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $84,341▲31.7% | $69,736▼1.8% | $135,561▲17.6% | $136,782▲3.0% | 990EZ |
| 2023 | $64,019▼20.6% | $71,022▼8.1% | $115,317▼2.8% | $132,766▼0.1% | 990EZ |
| 2022 | $80,580▼10.5% | $77,278▲12.1% | $118,644▼8.1% | $132,921▼3.7% | 990EZ |
| 2021 | $90,029▲30.5% | $68,932▼17.6% | $129,126▲25.7% | $138,057▲27.0% | 990EZ |
| 2020 | $68,963▼40.0% | $83,634▼29.6% | $102,724▼15.2% | $108,697▼15.8% | 990EZ |
| 2018 | $114,874▼24.7% | $118,818▼12.5% | $121,071▼0.2% | $129,093▲4.9% | 990EZ |
| 2017 | $152,536▲11.9% | $135,719▼16.2% | $121,306▲15.4% | $123,089▲9.5% | 990EZ |
| 2016 | $136,338▼12.4% | $161,882▼8.4% | $105,139▼17.9% | $112,390▼14.6% | 990EZ |
| 2015 | $155,588▼13.7% | $176,729▼0.9% | $128,136▼16.1% | $131,609▼15.1% | 990EZ |
| 2014 | $180,185▼5.7% | $178,385▼4.3% | $152,798▼0.3% | $155,056▼0.3% | 990 |
| 2013 | $191,140 | $186,303▼0.6% | $153,297▲6.9% | $155,541▲6.9% | 990 |
| 2012 | — | $187,503▼1.6% | $143,363▲14.4% | $145,561▲14.3% | 990 |
| 2011 | — | $190,591▼3.7% | $125,291▲4.1% | $127,374▲4.3% | 990 |
| 2010 | — | $197,868 | $120,342 | $122,073 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is National Association of Insurnace and Financial Advisors-dallas Inc a legitimate nonprofit?
- Yes. National Association of Insurnace and Financial Advisors-dallas Inc is a 501(c)(6) organization registered with the U.S. Internal Revenue Service under EIN 75-1057251, based in Dallas, Texas.
- What is National Association of Insurnace and Financial Advisors-dallas Inc's EIN?
- National Association of Insurnace and Financial Advisors-dallas Inc's Employer Identification Number (EIN) is 75-1057251.
- How much revenue does National Association of Insurnace and Financial Advisors-dallas Inc report?
- National Association of Insurnace and Financial Advisors-dallas Inc reported $84,341 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does National Association of Insurnace and Financial Advisors-dallas Inc have?
- CharityIndex grades National Association of Insurnace and Financial Advisors-dallas Inc B, based on financial health (reserves and operating margin).
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Data for National Association of Insurnace and Financial Advisors-dallas Inc (EIN 75-1057251) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.