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NATIONAL ASSOCIATION FOR FIXED ANNUITIES

EIN 54-1877987 BROOKFIELD, WI

Revenue 2025
$2,458,113
Expenses 2025
$1,671,761

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
06
Classification
1000
Street
13400 BISHOPS LN STE 120

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2025

Mission

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

  • EDUCATION/PROMOTION - NAFA participates in promoting June as National Annuity Awareness Month by contributing content to AnnuRetirement.com, promotional material in trade publications, solicitation of state Governors for proclamations and holds one of its two annual conferences during June focused on the use of annuities in retirement planning. Monthly webinars are produced to education industry professionals on fixed annuities and fixed indexed annuities. Additionally, whitepapers, toolkits and media responses were developed and were distributed to enhance the understanding of, and compliance with, the use of annuities in retirement portfolios. NAFA works with CapCity Advocates to assist in educating and informing federal regulators, legislators and policymakers about fixed annuities and their role in financial planning increase awareness of NAFA and its mission. NAFA works with other trade associations in activities on both the state and federal level that further our mission and the number of Americans who own a fixed annuity.

    Expenses $1,175,438 · Revenue $1,421,250

  • CONFERENCES - NAFA held the Annuity Leadership Forum in Washington DC and the Annuity Distribution Summit in Savannah GA in 2025. Both conferences were designed to educate and inform attendees about fixed annuities and compliance with regulations and legislation governing fixed annuities. The events provided innovative and forward-thinking presentations by thought leaders in the industry and the business community. Both conferences resulted in net revenue gains to the association.

    Expenses $496,323 · Grants $26,500 · Revenue $1,014,200

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Charles DiVencenzo Jr

    Executive Director

    Total calculated
    $266,449
    From this org
    $247,305
    From related orgs
    $0
    Other
    $19,144
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,113
    Bonus
    $47,192
    Other
    not reported
    Deferred
    $7,436
    Nontaxable benefits
    $11,707
    Filer's total
    $266,448

  • Pamela Heinrich

    Director of Legal Govt Affairs

    Total calculated
    $180,250
    From this org
    $175,000
    From related orgs
    $0
    Other
    $5,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $25,000
    Other
    not reported
    Deferred
    $5,250
    Nontaxable benefits
    not reported
    Filer's total
    $180,250

  • Eric Taylor

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • David Wolfe

    Immediate Past Chari

    Total calculated
    $0
    Hours/week
    2

  • Andrew Payne

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Jay Brown

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brian Peterson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Branislav Nikolic

    Director

    Total calculated
    $0
    Hours/week
    1

  • Luke Loewen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Paul Kruth

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jamie Kosharek

    Director

    Total calculated
    $0
    Hours/week
    1

  • Matt Johnson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sarah Garrity

    Director

    Total calculated
    $0
    Hours/week
    1

  • Paul Garofoli

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nicohle Schluender

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jill Esser

    Director

    Total calculated
    $0
    Hours/week
    1

  • Emily Cramer

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Tom Bumbolow

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bryce Biklen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dan Acker

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Jason Gould

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ann Raible

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rocky Robbins

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mike Tripses

    Director

    Total calculated
    $0
    Hours/week
    1

  • Emily Kresowik

    Director

    Total calculated
    $0
    Hours/week
    1

The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $2,458,113
    Expenses
    $1,671,761
    Contributions
    $0
    Grants paid
    $26,500
  • 2024
    Revenue
    $2,022,057
    Expenses
    $1,813,607
    Contributions
    $0
    Grants paid
    $11,000
  • 2023
    Revenue
    $1,812,906
    Expenses
    $1,561,848
    Contributions
    $0
    Grants paid
    $16,000
  • 2022
    Revenue
    $1,421,840
    Expenses
    $1,233,780
    Contributions
    $76,000
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $1,212,602
    Expenses
    $973,060
    Assets (EOY)
    $1,111,243

  • 2020 · 990

    Revenue
    $881,558
    Expenses
    $869,863
    Assets (EOY)
    $671,327

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $898,454
    Assets (EOY)
    $343,628

  • 2011 · 990

    Revenue
    not reported
    Expenses
    $878,719
    Assets (EOY)
    $274,672

  • 2010 · 990

    Revenue
    not reported
    Expenses
    $519,611
    Assets (EOY)
    $284,385

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.