Brookfield, WI
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)National Association for Fixed Annuities, founded in 1998, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2025. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $786K, a strong 32% operating margin.
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...
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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2025 | 2024 | Change | |
|---|---|---|---|
| Revenue | $2,458,113 | $2,022,057 | +0.2% |
| Expenses | $1,671,761 | $1,813,607 | -0.1% |
| Net Income | $786,352 | $208,450 | +2.8% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Charles DiVencenzo Jr | Executive Director | 040.00 |
Officer
|
$247,305 | $19,144 | $266,449 |
| Pamela Heinrich | Director of Legal Govt Affairs | 040.00 |
Highest
|
$175,000 | $5,250 | $180,250 |
| Eric Taylor | Vice Chair | 002.00 |
Officer
Director
|
$0 | $0 | $0 |
| David Wolfe | Immediate Past Chari | 002.00 |
Director
|
$0 | $0 | $0 |
| Andrew Payne | Chair | 002.00 |
Officer
Director
|
$0 | $0 | $0 |
| Jay Brown | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Brian Peterson | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Branislav Nikolic | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Luke Loewen | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Paul Kruth | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Jamie Kosharek | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Matt Johnson | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Sarah Garrity | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Paul Garofoli | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Nicohle Schluender | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Jill Esser | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Emily Cramer | Treasurer | 002.00 |
Officer
Director
|
$0 | $0 | $0 |
| Tom Bumbolow | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Bryce Biklen | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Dan Acker | Secretary | 002.00 |
Officer
Director
|
$0 | $0 | $0 |
| Jason Gould | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Ann Raible | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Rocky Robbins | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Mike Tripses | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Emily Kresowik | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Mike Miller | Director | 001.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $2,458,113 | $1,671,761 | $2,624,083 | $786,352 |
| 2024 | $2,022,057 | $1,813,607 | $1,995,983 | $208,450 |
| 2023 | $1,812,906 | $1,561,848 | $1,659,036 | $251,058 |
| 2022 | $1,421,840 | $1,233,780 | $1,430,503 | $188,060 |
| 2021 | $1,212,602 | $973,060 | $1,111,243 | $239,542 |
| 2020 | $881,558 | $869,863 | $671,327 | $11,695 |
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