Mission
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.
Public Charity
National Association for Fixed Annuities
National Association for Fixed Annuities is a Public Charity headquartered in Brookfield, WI. Financial data from the 2025 filing: $2.5M revenue, $1.7M expenses, $2.6M total assets. IRS filings disclose 2 grants awarded by this foundation, totaling roughly $38K.
EIN: 541877987
Brookfield, WI
Latest filing: 2025
Total Revenue$2.5M
Total Expenses$1.7M
Total Assets$2.6M
Grants Given2
Grant Total$38K
Filing Years2021–2025
Sample Grants Given
General Support
$26,500
Texas Jumpstart Coalition for Personal Financial Literacy
General Support
$11,000
Showing up to 5 of 2 total records — full history available with membership.
Officers & Directors
Chair
Andrew Payne
Director
Ann Raible
Director
Branislav Nikolic
Director
Brian Peterson
Director
Bryce Biklen
Executive Director
Charles Divencenzo Jr
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $2.5M | $1.7M | $2.6M |
| 2024 | $2.0M | $1.8M | $2.0M |
| 2023 | $1.8M | $1.6M | $1.7M |
| 2022 | $1.4M | $1.2M | $1.4M |
| 2021 | $1.2M | $973K | $1.1M |
Between 2021 and 2025, reported annual revenue grew from $1.2M to $2.5M (+103%), with total assets most recently reported at $2.6M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in GA, TX.
GATX
Full geographic grant map with state-by-state breakdown available with membership.