- Revenue 2024
- $1,445,866
- Expenses 2024
- $1,989,250
As filed
- Subsection
- 06
- Classification
- 1000
- Street
- 1000 WILSON BLVD STE 1890
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).
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
BARB PIETRANGELO
CHAIR
- Total calculated
- $0
- Hours/week
- 2.5 + 1 related
-
MARK HANNA CLU CHFC AIF
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 2.5 + 1 related
-
MICHAEL WEINTRAUB
TREASURER
- Total calculated
- $0
- Hours/week
- 2.5 + 1 related
-
PAUL DOUGHERTY
SECRETARY
- Total calculated
- $0
- Hours/week
- 2.5 + 1 related
-
LARRY HOLZBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
R JAN PINNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5 + 1 related
-
KEVIN MAYEUX
CEO
- Total calculated
- $642,515
- From this org
- $0
- From related orgs
- $613,741
- Other
- $28,774
- Hours/week
- 10 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $511,419 related
- Bonus
- $0 + $100,000 related
- Other
- $0 + $2,322 related
- Deferred
- $0 + $10,350 related
- Nontaxable benefits
- $0 + $18,424 related
- Filer's total
- $0 + $642,515 related
-
ERNI DAVIS
CFO
- Total calculated
- $253,329
- From this org
- $0
- From related orgs
- $225,375
- Other
- $27,954
- Hours/week
- 10 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $208,053 related
- Bonus
- $0 + $15,000 related
- Other
- $0 + $2,322 related
- Deferred
- $0 + $6,252 related
- Nontaxable benefits
- $0 + $21,702 related
- Filer's total
- $0 + $253,329 related
-
BRIAN STEINER
EXECUTIVE DIRECTOR
- Total calculated
- $248,517
- From this org
- $0
- From related orgs
- $238,906
- Other
- $9,611
- Hours/week
- 10 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $238,385 related
- Bonus
- $0
- Other
- $0 + $521 related
- Deferred
- $0 + $6,613 related
- Nontaxable benefits
- $0 + $2,998 related
- Filer's total
- $0 + $248,517 related
-
TOM COTHRON
PRESIDENT-ELECT
- Total calculated
- $1,451
- From this org
- $0
- From related orgs
- $1,451
- Other
- $0
- Hours/week
- 10 + 35 related
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
-
2024
- Revenue
- $1,445,866
- Expenses
- $1,989,250
- Contributions
- $1,053,080
- Grants paid
- $0
-
2023
- Revenue
- $564,406
- Expenses
- $686,793
- Contributions
- $403,333
- Grants paid
- $0
-
2022
- Revenue
- $2,255,724
- Expenses
- $3,690,250
- Contributions
- $1,802,098
- 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.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
$21,945
2022 GENERAL SUPPORT
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(C)(3) · EDUCATIONAL · DC
-
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
501(C)(6) · MEMBERSHIP · DC
Declared as related by
-
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
On its 2024 return as a controlled entity
-
On its 2024 return
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 IRS Business Master File ingested 5 October 2026, which is when the registration facts above were last refreshed for every organization. Returns through tax year 2024, the newest we have parsed for this organization.