NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS TAMPA INC
Cite this
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Celine Pastore | PRESIDENT | 2019-2021 | 0 | $0 reported | 1 |
| Joanne Dauphin | VICE PRESIDE | 2021 | 0 | $0 reported | 1 |
| Max Choiniere | SECRETARY/TR | 2021 | 0 | $0 reported | 1 |
| Stephanie Tulley | DIRECTOR | 2021 | 0 | $0 reported | 1 |
| Chris Bruser | DIRECTOR | 2021 | 0 | $0 reported | 1 |
| Richard Long | DIRECTOR | 2021 | 0 | $0 reported | 1 |
| Omar Guerra | DIRECTOR | 2020-2021 | 0 | $0 reported | 1 |
| Anthony Siviglia | DIRECTOR | 2021 | 0 | $0 reported | 1 |
| Scott Spicer | DIRECTOR | 2017-2021 | 0 | $0 reported | 1 |
| Patrick Garrabrant (former) | PRESIDENT | 2016-2020 | 0 | $0 reported | 2 |
| David Tapia (former) | SECRETARY/TR | 2019-2020 | 0 | $0 reported | 2 |
| Bill Bram (former) | PAST PRESIDE | 2017-2020 | 0 | $0 reported | 1 |
| Heather Purnell (former) | DIRECTOR | 2020 | 0 | $0 reported | 1 |
| Kate Nguyen (former) | DIRECTOR | 2020 | 0 | $0 reported | 1 |
| Doug Bishop (former) | DIRECTOR | 2020 | 0 | $0 reported | 1 |
| Katherine Jones (former) | DIRECTOR | 2020 | 0 | $0 reported | 1 |
| Christopher Bruser (former) | DIRECTOR | 2017-2020 | 0 | $0 reported | 1 |
| Robert Beverly (former) | DIRECTOR | 2017-2019 | 0 | $0 reported | 1 |
| Keathel Chauncey (former) | DIRECTOR | 2016-2019 | 0 | $0 reported | 1 |
| Richard Plotkin (former) | DIRECTOR | 2019 | 0 | $0 reported | 1 |
| Kenneth Russell (former) | MEMBERSHIP C | 2019 | 0 | $0 reported | 1 |
| Melissa Snively (former) | DIRECTOR | 2017-2019 | 0 | $0 reported | 2 |
| Thomas Brophy (former) | DIRECTOR | 2016-2017 | 0 | $0 reported | 1 |
| Kenneth Russel (former) | MEMBERSHIP C | 2017 | 0 | $0 reported | 1 |
| Patrick Barrabrant (former) | VICE PRESIDE | 2017 | 0 | $0 reported | 1 |
| Connie S Mosley (former) | NATIONAL COM | 2016 | 0 | $0 reported | 1 |
| Jennifer M Versaggi (former) | PAST PRESIDE | 2016 | 0 | $0 reported | 1 |
| Sarah R Clark (former) | EXECUTIVE DI | 2016 | 0 | $0 reported | 1 |
| Lauren Guerra (former) | DIRECTOR | 2016 | 0 | $0 reported | 1 |
| Stanley A White (former) | DIRECTOR | 2016 | 0 | $0 reported | 1 |
| Becky Asare (former) | MEMBERSHIP C | 2016 | 0 | $0 reported | 1 |
| Jeffrey M Chernoff (former) | PRESIDENT | 2016 | 0 | $0 reported | 1 |
| William Bram (former) | TREASURER | 2016 | 0 | $0 reported | 1 |
People by year
2021 · 9 people listed · none paid · 0 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CELINE PASTORE | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| JOANNE DAUPHIN | VICE PRESIDE | 0 | $0 | $0 | $0 | $0 | 1 |
| MAX CHOINIERE | SECRETARY/TR | 0 | $0 | $0 | $0 | $0 | 1 |
| STEPHANIE TULLEY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRIS BRUSER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| RICHARD LONG | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| OMAR GUERRA | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY SIVIGLIA | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| SCOTT SPICER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 10 people listed · none paid · 0 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK GARRABRANT | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 2 |
| CELINE PASTORE | VICE PRESIDE | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID TAPIA | SECRETARY/TR | 0 | $0 | $0 | $0 | $0 | 2 |
| BILL BRAM | PAST PRESIDE | 0 | $0 | $0 | $0 | $0 | 1 |
| HEATHER PURNELL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KATE NGUYEN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DOUG BISHOP | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| OMAR GUERRA | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHERINE JONES | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER BRUSER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2019 · 11 people listed · none paid · 0 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT BEVERLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER BRUSER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEATHEL CHAUNCEY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| RICHARD PLOTKIN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KENNETH RUSSELL | MEMBERSHIP C | 0 | $0 | $0 | $0 | $0 | 1 |
| MELISSA SNIVELY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| BILL BRAM | PAST PRESIDE | 0 | $0 | $0 | $0 | $0 | 1 |
| PATRICK GARRABRANT | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 2 |
| CELINE PASTORE | VICE PRESIDE | 0 | $0 | $0 | $0 | $0 | 1 |
| SCOTT SPICER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID TAPIA | SECRETARY/TR | 0 | $0 | $0 | $0 | $0 | 2 |
2017 · 9 people listed · none paid · 0 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KEATHEL CHAUNCEY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ROBERT BEVERLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| THOMAS BROPHY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER BRUSER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KENNETH RUSSEL | MEMBERSHIP C | 0 | $0 | $0 | $0 | $0 | 1 |
| MELISSA SNIVELY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| SCOTT SPICER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| PATRICK BARRABRANT | VICE PRESIDE | 0 | $0 | $0 | $0 | $0 | 1 |
| BILL BRAM | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 11 people listed · none paid · 0 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CONNIE S MOSLEY | NATIONAL COM | 0 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER M VERSAGGI | PAST PRESIDE | 0 | $0 | $0 | $0 | $0 | 1 |
| SARAH R CLARK | EXECUTIVE DI | 0 | $0 | $0 | $0 | $0 | 1 |
| KEATHEL CHAUNCEY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| PATRICK GARRABRANT | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| LAUREN GUERRA | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| STANLEY A WHITE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| BECKY ASARE | MEMBERSHIP C | 0 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY M CHERNOFF | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| THOMAS BROPHY | VICE PRESIDE | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM BRAM | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2021 · Form 990 | ||||||||
| $27,757 | $27,479 | $17,771 | $17,771 | $22,252 | $2,740 | - | 0 | 25 |
| 2020 · Form 990 | ||||||||
| $27,341 | $19,316 | $17,493 | $17,493 | $24,011 | $3,080 | - | 0 | 25 |
| 2019 · Form 990 | ||||||||
| $38,446 | $43,346 | $9,468 | $9,468 | $27,010 | $6,212 | - | 0 | 25 |
| 2017 · Form 990 | ||||||||
| $44,381 | $45,242 | $13,832 | $13,832 | $23,921 | $18,810 | - | 0 | 25 |
| 2016 · Form 990 | ||||||||
| $44,376 | $43,531 | $14,693 | $14,693 | $25,654 | $16,928 | - | 0 | 25 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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| IOWA INSURANCE HALL OF FAME INC | IA | S41 | $23,946 | $30,843 | BOARD OF DIRECTORS | $0 | Same NTEE code S41, revenue within 2x, same state |
| IOWA WOOD INDUSTRIES ASSOCIATION INC | IA | S41 | $33,844 | $41,753 | PRESIDENT | $0 | Same NTEE code S41, revenue within 2x, same state |
| MIDWEST MUNICIPAL UTILITIES ASSOCIATION | IA | S41 | $20,583 | $22,614 | DIRECTOR | $0 | Same NTEE code S41, revenue within 2x, same state |
| CLINTON BUSINESS PARK DEVLOPMENT CORP | IA | S41 | $29,212 | $31,088 | DIRECTOR | $0 | Same NTEE code S41, revenue within 2x, same state |
| NATIONAL AFRICAN AMERICAN INSURANCE ASSOCIATION NEW YORK TRI-STATE | NY | S41 | $32,257 | $28,510 | PRESIDENT | $0 | Same NTEE code S41, revenue within 2x |
| WOMEN IN INSURANCE AND FINANCIAL SERVICES INC | AZ | S41 | $26,324 | $53,959 | Director | $0 | Same NTEE code S41, revenue within 2x |
| NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS | OK | S41 | $23,613 | $25,309 | TREASURER | $0 | Same NTEE code S41, revenue within 2x, similar name |
| SECURITY TRADERS ASSOCIATION OF ST LOUIS INC | MO | S41 | $33,803 | $23,045 | DIRECTOR | $0 | Same NTEE code S41, revenue within 2x |
| COMMUNITY MANAGERS INTERNATIONAL ASSOCIATION | CA | S41 | $23,338 | $13,770 | PRESIDENT | $0 | Same NTEE code S41, revenue within 2x |
| NATIONAL AFRICAN AMERICAN INSURANCE ASSOCIATION GREATER KANSAS CITY | KS | S41 | $23,340 | $9,193 | President Treasurer | $0 | Same NTEE code S41, revenue within 2x |
| PEPPERELL BUSINESS AND PROFESSIONAL ASSOCIATION INC | MA | S41 | $24,963 | $25,806 | President | $0 | Same NTEE code S41, revenue within 2x |
| ATLANTA ASSOCIATION OF INSURANCE PROFESSIONALS INCORPORATED | GA | S41 | $25,763 | $16,798 | PRESIDENT | $0 | Same NTEE code S41, revenue within 2x |
| SOCIETY OF ENVIRONMENTAL INSURANCE PROFESSIONALS | WI | S41 | $24,013 | $5,123 | PRESIDENT | $0 | Same NTEE code S41, revenue within 2x |
| NATIONAL ASSOCIATION OF CHARTERBOAT OPERATOS INC | MS | S41 | $23,385 | $136,021 | Director | $0 | Same NTEE code S41, revenue within 2x |
| AUSTIN ASSOCIATION FOR FINANCIAL PROFESSIONALS INC | TX | S41 | $34,847 | $61,193 | President | $0 | Same NTEE code S41, revenue within 2x |
| PORTER COUNTY BAR ASSOCIATION | IN | S41 | $25,075 | $22,295 | VICE PRESIDE | $0 | Same NTEE code S41, revenue within 2x, similar mission |
| NORTHEAST ASSOCIATION OF ADVISORS FOR THE HEALTH PROFESSIONS | PA | S41 | $25,422 | $14,833 | President 23-24,DIRECTOR 24-25 | $0 | Same NTEE code S41, revenue within 2x |
| CROWDFUNDING PROFESSIONAL ASSOCIATION INC | DC | S41 | $25,361 | $32,324 | PRESIDENT/TR | $0 | Same NTEE code S41, revenue within 2x |
| EXECUTIVE WOMENS GOLF ASSOCIATION INC | TX | S41 | $34,127 | $35,248 | President | $0 | Same NTEE code S41, revenue within 2x |
| THE ASSOCIATION OF THE FRENCH FOREIGN TRADE ADVISORS SOUTHEAST | GA | S41 | $22,198 | $31,778 | President | $0 | Same NTEE code S41, revenue within 2x |
| GREATER GREER EDUCATION FOUNDATION | SC | S41 | $30,000 | $17,717 | DIRECTOR | $0 | Same NTEE code S41, revenue within 2x, similar mission |
| NATIONAL FIREARMS ACT TRADE AND COLLECTORS ASSOCIATION | TX | S41 | $27,401 | $36,972 | Secretary / Treasurer | $13,000 | Same NTEE code S41, revenue within 2x |
| TRIANGLE SOFTWARE QUALITY ASSOCIATION INC | NC | S41 | $24,018 | $15,033 | Board Member | $0 | Same NTEE code S41, revenue within 2x |
| NATIONAL SPEAKERS ASSOCIATION | OR | S41 | $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).
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
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 Event | direct expenses; gross income $2,765 | - | reported apart | |||
| Total | $27,479 | 100% |
2020 · Form 990 · $19,316 spent · pay $0 · grants $0 · events $2,505
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $19,316 | 100% |
2019 · Form 990 · $43,346 spent · pay $0 · grants $0 · events $20,935
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 Event | direct expenses; gross income $3,375 | - | reported apart | |||
| Total | $43,346 | 100% |
2017 · Form 990 · $45,242 spent · pay $0 · grants $0 · events $24,772
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 Event | direct expenses; gross income $1,650 | - | reported apart | |||
| Total | $45,242 | 100% |
2016 · Form 990 · $43,531 spent · pay $0 · grants $0 · events $19,776
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 Event | direct expenses; gross income $1,500 | - | reported apart | |||
| Total | $43,531 | 100% |