STRATEGY STUDIO / PUBLIC DATA EXPLORER

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS TAMPA INC

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Plain text NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS TAMPA INC. Strategy Studio, nonprofit organization profile, tax years 2016–2021. https://strategystudio.org/org/237296271. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS TAMPA INC [Nonprofit organization profile; tax years 2016–2021]. Retrieved October 20, 2026, from https://strategystudio.org/org/237296271

MLA “NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS TAMPA INC.” Strategy Studio, tax years 2016–2021, https://strategystudio.org/org/237296271. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2016–2021. Data: Strategy Studio, CC BY 4.0.

2021 · Form 990 · revenue $28K · expenses $27K · assets $18K

Also known as
AND FINANCIAL ADVISORS-TAMPA INC
EIN
23-7296271
Address
600 STATE ST STE A, CEDAR FALLS, IA 50613-3371
Website
WWW.NAIFATAMPA.ORG
NTEE code
S41
Subsection
501(c)(6)
Ruling year
2002
Cross-check
ProPublica Nonprofit Explorer

Mission

PROVIDING LOCAL INSURANCE AGENTS AND FINANCIAL ADVISORS WITH EDUCATION AND NETWORKING OPPORTUNITIES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 33 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

33 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Celine Pastore PRESIDENT2019-2021 0 $0 reported 1
Joanne Dauphin VICE PRESIDE2021 0 $0 reported 1
Max Choiniere SECRETARY/TR2021 0 $0 reported 1
Stephanie Tulley DIRECTOR2021 0 $0 reported 1
Chris Bruser DIRECTOR2021 0 $0 reported 1
Richard Long DIRECTOR2021 0 $0 reported 1
Omar Guerra DIRECTOR2020-2021 0 $0 reported 1
Anthony Siviglia DIRECTOR2021 0 $0 reported 1
Scott Spicer DIRECTOR2017-2021 0 $0 reported 1
Patrick Garrabrant (former) PRESIDENT2016-2020 0 $0 reported 2
David Tapia (former) SECRETARY/TR2019-2020 0 $0 reported 2
Bill Bram (former) PAST PRESIDE2017-2020 0 $0 reported 1
Heather Purnell (former) DIRECTOR2020 0 $0 reported 1
Kate Nguyen (former) DIRECTOR2020 0 $0 reported 1
Doug Bishop (former) DIRECTOR2020 0 $0 reported 1
Katherine Jones (former) DIRECTOR2020 0 $0 reported 1
Christopher Bruser (former) DIRECTOR2017-2020 0 $0 reported 1
Robert Beverly (former) DIRECTOR2017-2019 0 $0 reported 1
Keathel Chauncey (former) DIRECTOR2016-2019 0 $0 reported 1
Richard Plotkin (former) DIRECTOR2019 0 $0 reported 1
Kenneth Russell (former) MEMBERSHIP C2019 0 $0 reported 1
Melissa Snively (former) DIRECTOR2017-2019 0 $0 reported 2
Thomas Brophy (former) DIRECTOR2016-2017 0 $0 reported 1
Kenneth Russel (former) MEMBERSHIP C2017 0 $0 reported 1
Patrick Barrabrant (former) VICE PRESIDE2017 0 $0 reported 1
Connie S Mosley (former) NATIONAL COM2016 0 $0 reported 1
Jennifer M Versaggi (former) PAST PRESIDE2016 0 $0 reported 1
Sarah R Clark (former) EXECUTIVE DI2016 0 $0 reported 1
Lauren Guerra (former) DIRECTOR2016 0 $0 reported 1
Stanley A White (former) DIRECTOR2016 0 $0 reported 1
Becky Asare (former) MEMBERSHIP C2016 0 $0 reported 1
Jeffrey M Chernoff (former) PRESIDENT2016 0 $0 reported 1
William Bram (former) TREASURER2016 0 $0 reported 1

People by year

2021 · 9 people listed · none paid · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CELINE PASTORE PRESIDENT0 $0$0$0 $01
JOANNE DAUPHIN VICE PRESIDE0 $0$0$0 $01
MAX CHOINIERE SECRETARY/TR0 $0$0$0 $01
STEPHANIE TULLEY DIRECTOR0 $0$0$0 $01
CHRIS BRUSER DIRECTOR0 $0$0$0 $01
RICHARD LONG DIRECTOR0 $0$0$0 $01
OMAR GUERRA DIRECTOR0 $0$0$0 $01
ANTHONY SIVIGLIA DIRECTOR0 $0$0$0 $01
SCOTT SPICER DIRECTOR0 $0$0$0 $01
2020 · 10 people listed · none paid · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK GARRABRANT PRESIDENT0 $0$0$0 $02
CELINE PASTORE VICE PRESIDE0 $0$0$0 $01
DAVID TAPIA SECRETARY/TR0 $0$0$0 $02
BILL BRAM PAST PRESIDE0 $0$0$0 $01
HEATHER PURNELL DIRECTOR0 $0$0$0 $01
KATE NGUYEN DIRECTOR0 $0$0$0 $01
DOUG BISHOP DIRECTOR0 $0$0$0 $01
OMAR GUERRA DIRECTOR0 $0$0$0 $01
KATHERINE JONES DIRECTOR0 $0$0$0 $01
CHRISTOPHER BRUSER DIRECTOR0 $0$0$0 $01
2019 · 11 people listed · none paid · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT BEVERLY DIRECTOR0 $0$0$0 $01
CHRISTOPHER BRUSER DIRECTOR0 $0$0$0 $01
KEATHEL CHAUNCEY DIRECTOR0 $0$0$0 $01
RICHARD PLOTKIN DIRECTOR0 $0$0$0 $01
KENNETH RUSSELL MEMBERSHIP C0 $0$0$0 $01
MELISSA SNIVELY DIRECTOR0 $0$0$0 $02
BILL BRAM PAST PRESIDE0 $0$0$0 $01
PATRICK GARRABRANT PRESIDENT0 $0$0$0 $02
CELINE PASTORE VICE PRESIDE0 $0$0$0 $01
SCOTT SPICER DIRECTOR0 $0$0$0 $01
DAVID TAPIA SECRETARY/TR0 $0$0$0 $02
2017 · 9 people listed · none paid · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEATHEL CHAUNCEY DIRECTOR0 $0$0$0 $01
ROBERT BEVERLY DIRECTOR0 $0$0$0 $01
THOMAS BROPHY DIRECTOR0 $0$0$0 $01
CHRISTOPHER BRUSER DIRECTOR0 $0$0$0 $01
KENNETH RUSSEL MEMBERSHIP C0 $0$0$0 $01
MELISSA SNIVELY DIRECTOR0 $0$0$0 $02
SCOTT SPICER DIRECTOR0 $0$0$0 $01
PATRICK BARRABRANT VICE PRESIDE0 $0$0$0 $01
BILL BRAM PRESIDENT0 $0$0$0 $01
2016 · 11 people listed · none paid · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CONNIE S MOSLEY NATIONAL COM0 $0$0$0 $01
JENNIFER M VERSAGGI PAST PRESIDE0 $0$0$0 $01
SARAH R CLARK EXECUTIVE DI0 $0$0$0 $01
KEATHEL CHAUNCEY DIRECTOR0 $0$0$0 $01
PATRICK GARRABRANT DIRECTOR0 $0$0$0 $02
LAUREN GUERRA DIRECTOR0 $0$0$0 $01
STANLEY A WHITE DIRECTOR0 $0$0$0 $01
BECKY ASARE MEMBERSHIP C0 $0$0$0 $01
JEFFREY M CHERNOFF PRESIDENT0 $0$0$0 $01
THOMAS BROPHY VICE PRESIDE0 $0$0$0 $01
WILLIAM BRAM TREASURER0 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$27,757$27,479 $17,771$17,771 $22,252$2,740 -025
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$27,341$19,316 $17,493$17,493 $24,011$3,080 -025
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$38,446$43,346 $9,468$9,468 $27,010$6,212 -025
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$44,381$45,242 $13,832$13,832 $23,921$18,810 -025
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$44,376$43,531 $14,693$14,693 $25,654$16,928 -025

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
FINANCIAL PLANNING ASSOCIATIONIAS41 $23,083$42,596 CHAPTER EXECUTIVE$28,950 Same NTEE code S41, revenue within 2x, same state
IOWA INSURANCE HALL OF FAME INCIAS41 $23,946$30,843 BOARD OF DIRECTORS$0 Same NTEE code S41, revenue within 2x, same state
IOWA WOOD INDUSTRIES ASSOCIATION INCIAS41 $33,844$41,753 PRESIDENT$0 Same NTEE code S41, revenue within 2x, same state
MIDWEST MUNICIPAL UTILITIES ASSOCIATIONIAS41 $20,583$22,614 DIRECTOR$0 Same NTEE code S41, revenue within 2x, same state
CLINTON BUSINESS PARK DEVLOPMENT CORPIAS41 $29,212$31,088 DIRECTOR$0 Same NTEE code S41, revenue within 2x, same state
NATIONAL AFRICAN AMERICAN INSURANCE ASSOCIATION NEW YORK TRI-STATENYS41 $32,257$28,510 PRESIDENT$0 Same NTEE code S41, revenue within 2x
WOMEN IN INSURANCE AND FINANCIAL SERVICES INCAZS41 $26,324$53,959 Director$0 Same NTEE code S41, revenue within 2x
NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALSOKS41 $23,613$25,309 TREASURER$0 Same NTEE code S41, revenue within 2x, similar name
SECURITY TRADERS ASSOCIATION OF ST LOUIS INCMOS41 $33,803$23,045 DIRECTOR$0 Same NTEE code S41, revenue within 2x
COMMUNITY MANAGERS INTERNATIONAL ASSOCIATIONCAS41 $23,338$13,770 PRESIDENT$0 Same NTEE code S41, revenue within 2x
NATIONAL AFRICAN AMERICAN INSURANCE ASSOCIATION GREATER KANSAS CITYKSS41 $23,340$9,193 President Treasurer$0 Same NTEE code S41, revenue within 2x
PEPPERELL BUSINESS AND PROFESSIONAL ASSOCIATION INCMAS41 $24,963$25,806 President$0 Same NTEE code S41, revenue within 2x
ATLANTA ASSOCIATION OF INSURANCE PROFESSIONALS INCORPORATEDGAS41 $25,763$16,798 PRESIDENT$0 Same NTEE code S41, revenue within 2x
SOCIETY OF ENVIRONMENTAL INSURANCE PROFESSIONALSWIS41 $24,013$5,123 PRESIDENT$0 Same NTEE code S41, revenue within 2x
NATIONAL ASSOCIATION OF CHARTERBOAT OPERATOS INCMSS41 $23,385$136,021 Director$0 Same NTEE code S41, revenue within 2x
AUSTIN ASSOCIATION FOR FINANCIAL PROFESSIONALS INCTXS41 $34,847$61,193 President$0 Same NTEE code S41, revenue within 2x
PORTER COUNTY BAR ASSOCIATIONINS41 $25,075$22,295 VICE PRESIDE$0 Same NTEE code S41, revenue within 2x, similar mission
NORTHEAST ASSOCIATION OF ADVISORS FOR THE HEALTH PROFESSIONSPAS41 $25,422$14,833 President 23-24,DIRECTOR 24-25$0 Same NTEE code S41, revenue within 2x
CROWDFUNDING PROFESSIONAL ASSOCIATION INCDCS41 $25,361$32,324 PRESIDENT/TR$0 Same NTEE code S41, revenue within 2x
EXECUTIVE WOMENS GOLF ASSOCIATION INCTXS41 $34,127$35,248 President$0 Same NTEE code S41, revenue within 2x
THE ASSOCIATION OF THE FRENCH FOREIGN TRADE ADVISORS SOUTHEASTGAS41 $22,198$31,778 President$0 Same NTEE code S41, revenue within 2x
GREATER GREER EDUCATION FOUNDATIONSCS41 $30,000$17,717 DIRECTOR$0 Same NTEE code S41, revenue within 2x, similar mission
NATIONAL FIREARMS ACT TRADE AND COLLECTORS ASSOCIATIONTXS41 $27,401$36,972 Secretary / Treasurer$13,000 Same NTEE code S41, revenue within 2x
TRIANGLE SOFTWARE QUALITY ASSOCIATION INCNCS41 $24,018$15,033 Board Member$0 Same NTEE code S41, revenue within 2x
NATIONAL SPEAKERS ASSOCIATIONORS41 $32,249$23,721 Vice President$0 Same NTEE code S41, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$20,0002 12022–2023 GREATER GREER EDUCATION FOUNDATION
JOHN I SMITH CHARITIES INC Private foundation$20,0002 12018–2019 GREATER GREER EDUCATION FOUNDATION
EMC INSURANCE FOUNDATION Private foundation$12,5003 12020–2022 IOWA INSURANCE HALL OF FAME INC
JEAN & VERNE SMITH CHARITABLE TRUST Private foundation$10,0001 12019–2019 GREATER GREER EDUCATION FOUNDATION
UNITED BANK UPSTATE SC FOUNDATION Private foundation$4,0002 12016–2019 GREATER GREER EDUCATION FOUNDATION
COUNTY BANK FOUNDATION Private foundation$1,0001 12014–2014 GREATER GREER EDUCATION FOUNDATION
DENTON FAMILY CHARITABLE FOUNDATION LTD Private foundation$5001 12019–2019 SHENANDOAH VALLEY BUILDERS ASSOCIATION
GIBBS CHARITABLE FOUNDATION Private foundation$2501 12013–2013 GREATER GREER EDUCATION FOUNDATION
THE DUKE ENERGY FOUNDATION Private foundation$1302 12020–2021 GREATER GREER EDUCATION FOUNDATION
AMAZONSMILE FOUNDATION Private foundation$213 22020–2023 ATLANTA ASSOCIATION OF INSURANCE PROFESSIONALS INCORPORATED; RAJASTHAN ASSOCIATION OF GEORGIA INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2021 · Form 990 · $27,479 spent · pay $0 · grants $0 · events $10,013
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $12,000--- 43.7%
Conferences, conventions and meetings $10,013--- 36.4%
Office expenses $2,992--- 10.9%
Information technology $1,671--- 6.1%
Fees: accounting $600--- 2.2%
Benefits paid to members $203--- 0.7%
Fundraising events Eventdirect expenses; gross income $2,765-reported apart
Total$27,479100%

View the filing

2020 · Form 990 · $19,316 spent · pay $0 · grants $0 · events $2,505
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $12,000--- 62.1%
Conferences, conventions and meetings $2,505--- 13.0%
Information technology $1,943--- 10.1%
Insurance $1,093--- 5.7%
Benefits paid to members $600--- 3.1%
Fees: accounting $600--- 3.1%
Office expenses $575--- 3.0%
Total$19,316100%

View the filing

2019 · Form 990 · $43,346 spent · pay $0 · grants $0 · events $20,935
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $20,935--- 48.3%
Fees: management $15,000--- 34.6%
Information technology $2,428--- 5.6%
Benefits paid to members $1,566--- 3.6%
Fees: accounting $1,200--- 2.8%
Insurance $1,093--- 2.5%
Other (as described)YOUNG ADVISORS TEAM $472--- 1.1%
Other (as described)FOOD & DINING $268--- 0.6%
Other (as described)BANK FEE $229--- 0.5%
Office expenses $155--- 0.4%
Fundraising events Eventdirect expenses; gross income $3,375-reported apart
Total$43,346100%

View the filing

2017 · Form 990 · $45,242 spent · pay $0 · grants $0 · events $24,772
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $24,772--- 54.8%
Fees: management $12,000--- 26.5%
Information technology $2,089--- 4.6%
Office expenses $1,474--- 3.3%
Insurance $1,089--- 2.4%
Other (as described)PROF DEV & CE EXPENSES $1,000--- 2.2%
Benefits paid to members $702--- 1.6%
Fees: accounting $600--- 1.3%
Other (as described)BANK FEE $595--- 1.3%
Other (as described)YOUNG ADVISORS TEAM $435--- 1.0%
Other (as described)AWARDS $306--- 0.7%
All other expenses $180--- 0.4%
Fundraising events Eventdirect expenses; gross income $1,650-reported apart
Total$45,242100%

View the filing

2016 · Form 990 · $43,531 spent · pay $0 · grants $0 · events $19,776
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $19,776--- 45.4%
Fees: management $11,460--- 26.3%
Information technology $4,061--- 9.3%
Other (as described)YOUNG ADVISORS TEAM $2,478--- 5.7%
Other (as described)PROF DEV & CE EXPENSES $1,320--- 3.0%
Insurance $1,088--- 2.5%
Office expenses $918--- 2.1%
Benefits paid to members $912--- 2.1%
Fees: accounting $750--- 1.7%
Other (as described)AWARDS $319--- 0.7%
Other (as described)TELEPHONE $296--- 0.7%
All other expenses $153--- 0.4%
Fundraising events Eventdirect expenses; gross income $1,500-reported apart
Total$43,531100%

View the filing