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NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

EIN 53-0232489 ARLINGTON, VA

Revenue 2024
$12,218,287
Expenses 2024
$13,403,213

As filed

Subsection
06
Classification
2000
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.

  • BRIAN J HANEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BROCK JOLLY

    TREASURER

    Total calculated
    $0
    Hours/week
    10

  • BRYON HOLZ

    PRESIDENT

    Total calculated
    $0
    Hours/week
    15

  • CARINA A HATFIELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER GANDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREW J RINN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DENNIS CUCCINELLI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS MASSEY

    SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • BARBARA PIETRANGELO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN KAGAWA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • ERNEST J GUERRIERO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM COTHRON

    PRESIDENT-ELECT

    Total calculated
    $1,451
    From this org
    $1,451
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 10 related

  • JESSE DOGILLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERNI DAVIS

    CFO

    Total calculated
    $253,329
    From this org
    $225,375
    From related orgs
    $0
    Other
    $27,954
    Hours/week
    35 + 10 related

    Schedule J breakdown matched by us

    Base
    $208,053
    Bonus
    $15,000
    Other
    $2,322
    Deferred
    $6,252
    Nontaxable benefits
    $21,702
    Filer's total
    $253,329

  • KEVIN M MAYEUX

    CEO

    Total calculated
    $642,515
    From this org
    $613,741
    From related orgs
    $0
    Other
    $28,774
    Hours/week
    35 + 10 related

    Schedule J breakdown matched by us

    Base
    $511,419
    Bonus
    $100,000
    Other
    $2,322
    Deferred
    $10,350
    Nontaxable benefits
    $18,424
    Filer's total
    $642,515

  • MICHAEL GERBER

    COO & GENERAL COUNSEL

    Total calculated
    $359,300
    From this org
    $324,933
    From related orgs
    $0
    Other
    $34,367
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,111
    Bonus
    $17,500
    Other
    $2,322
    Deferred
    $9,252
    Nontaxable benefits
    $25,115
    Filer's total
    $359,300

  • DAVID MAOLA

    EXECUTIVE VP, FSP (ENDED 12/24)

    Total calculated
    $370,321
    From this org
    $339,167
    From related orgs
    $0
    Other
    $31,154
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,501
    Bonus
    $0
    Other
    $86,666
    Deferred
    $5,163
    Nontaxable benefits
    $25,991
    Filer's total
    $370,321

  • DIANE BOYLE

    SVP, GOVERNMENT RELATIONS

    Total calculated
    $331,118
    From this org
    $299,625
    From related orgs
    $0
    Other
    $31,493
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,803
    Bonus
    $7,500
    Other
    $2,322
    Deferred
    $3,122
    Nontaxable benefits
    $28,371
    Filer's total
    $331,118

  • BRIAN STEINER

    EXECUTIVE DIRECTOR

    Total calculated
    $248,517
    From this org
    $238,906
    From related orgs
    $0
    Other
    $9,611
    Hours/week
    10 + 35 related

    Schedule J breakdown matched by us

    Base
    $238,385
    Bonus
    $0
    Other
    $521
    Deferred
    $6,613
    Nontaxable benefits
    $2,998
    Filer's total
    $248,517

  • SUZANNE CARAWAN

    VP, MRKTING & COM (ENDED 12/24)

    Total calculated
    $214,349
    From this org
    $206,629
    From related orgs
    $0
    Other
    $7,720
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,629
    Bonus
    $5,000
    Other
    $33,000
    Deferred
    $4,736
    Nontaxable benefits
    $2,984
    Filer's total
    $214,349

  • SHELIA OWENS

    VP, MARKETING AND COMMUNICATIONS

    Total calculated
    $231,886
    From this org
    $202,246
    From related orgs
    $0
    Other
    $29,640
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,612
    Bonus
    $0
    Other
    $1,634
    Deferred
    $5,377
    Nontaxable benefits
    $24,263
    Filer's total
    $231,886

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
    $12,218,287
    Expenses
    $13,403,213
    Contributions
    $1,063,547
    Grants paid
    $298,700
  • 2023
    Revenue
    $10,310,467
    Expenses
    $11,077,422
    Contributions
    $1,367,324
    Grants paid
    $403,540
  • 2022
    Revenue
    $10,491,477
    Expenses
    $11,122,423
    Contributions
    $1,189,741
    Grants paid
    $222,334

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

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.

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

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2022 return

  • NAIFA SERVICE CORPORATION

    C · PUBLISHING - DISSOLVED SEPTEMBER 2022 · DC · 100% owned · share of income $17,329 · controlled entity

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.