POWELL, OH
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS, founded in 1925, is a small nonprofit that reported $486K in total revenue in fiscal year 2025. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 21% operating margin.
TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF ASSOCIATION MEMBERS.
LEGISLATIVE AND REGULATORY INTITIATIVES TO MONITOR AND SUPPORT LEGISLATION AND/OR REGULATIONS OF DIRECT INTEREST TO INSURANCE AND FINANCIAL SERVICE ADVISORS
ANNUAL CONVENTION AND VARIOUS SEMINARS HELD THROUGHOUT THE YEAR IN ORDER TO EDUCATE PARTICIPANTS AND TO DEVELOP AND ENHANCE THEIR PROFESSIONAL SKILLS
LEADERSHIP PROGRAM TO DEVELOP AND ENHANCE MEMBERS LEADERSHIP SKILLS
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 | $486,156 | $359,480 | +0.4% |
| Expenses | $383,125 | $294,326 | +0.3% |
| Net Income | $103,031 | $65,154 | +0.6% |
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 |
|---|---|---|---|---|---|---|
| RICK DEMKO | PRESIDENT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JOE NEAL KERR | PRESIDENT ELECT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| KAREN EASTERLING | SECRETARY/TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JIM THOMPSON | IMMEDIATE PAST PRESIDENT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| ANDREA AMES | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| IAN ESCALANTE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JOSEPH HERNANDEZ | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CARRIE SAYRE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DERECK BLAIR | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| RENAE DAVIES | EXECUTIVE DIRECTOR | 40.00 |
Officer
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $486,156 | $383,125 | $1,405,955 | $103,031 |
| 2024 | $359,480 | $294,326 | $1,210,518 | $65,154 |
| 2023 | $384,108 | $311,977 | $1,032,611 | $72,131 |
| 2022 | $334,182 | $309,322 | $855,025 | $24,860 |
| 2021 | $366,295 | $394,892 | $958,569 | $-28,597 |
| 2020 | $382,052 | $512,490 | $961,907 | $-130,438 |
| 2019 | $415,971 | $521,575 | $1,020,112 | $-105,604 |
Compare NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS-TEXAS with other nonprofits in Ohio and across the country.