Civic Intelligence

Naifa Foundation

EIN 04-2914539 • 501(c)6 • Brookfield, MA

Profile

To provide a forum for the exchange and formation of common business interests among persons engaged in the life insurnace industry, to improve the conditions under which the business of life insurance underwriting and brokerage occurs, and to advance the interests and standards of the industry and the community it serves through educational, legislative, judicial and political activities.

15 West Brookfield Road PO Box 417Brookfield, MA 01506

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

69%

Higher net margin than 98% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

3.2%

Faster asset growth than 59% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

85th percentile

35%

Faster revenue growth than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$146,762

Up $9,048 (+6.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$146,762

Up $9,048 (+6.6%) from 2016

Operations
Liabilities / Revenue50th percentileNet Margin98th percentile

Revenue

Up

$7,327

Up $3,295 (+82%) from 2016

Expenses

Up

$2,293

Up $1,753 (+325%) from 2016

Net Income

Up

$5,034

Up $1,542 (+44%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $118,239Liabilities 2010: $0Net Assets 2010: $118,2392010Assets 2011: $112,873Liabilities 2011: $0Net Assets 2011: $112,8732011Assets 2012: $121,565Liabilities 2012: $0Net Assets 2012: $121,5652012Assets 2013: $125,203Liabilities 2013: $0Net Assets 2013: $125,2032013Assets 2014: $130,792Liabilities 2014: $0Net Assets 2014: $130,7922014Assets 2015: $127,618Liabilities 2015: $0Net Assets 2015: $127,6182015Assets 2016: $137,714Liabilities 2016: $0Net Assets 2016: $137,7142016Assets 2018: $146,762Liabilities 2018: $0Net Assets 2018: $146,7622018

Highlighted filing

2018

Assets$146,762
Liabilities$0
Net Assets$146,762
Open 2018 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0-$5.0KRevenue 2010: $1,640Expenses 2010: $1,315Net Income 2010: $3252010Revenue 2011: $5,598Expenses 2011: $6,365Net Income 2011: -$7672011Revenue 2012: $5,584Expenses 2012: $6,365Net Income 2012: -$7812012Revenue 2013: $15,372Expenses 2013: $2,530Net Income 2013: $12,8422013Revenue 2014: $7,811Expenses 2014: $515Net Income 2014: $7,2962014Revenue 2015: $2,909Expenses 2015: $830Net Income 2015: $2,0792015Revenue 2016: $4,032Expenses 2016: $540Net Income 2016: $3,4922016Revenue 2018: $7,327Expenses 2018: $2,293Net Income 2018: $5,0342018

Highlighted filing

2018

Revenue$7,327
Expenses$2,293
Net Income$5,034
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$146,762
Liabilities
$0
Net assets
$146,762
Revenue
$7,327
Expenses
$2,293
Net income
$5,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.07$0.02$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.01$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.03$0.01$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.08$0.01$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.15$0.03$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.06$0.06$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.06$0.06$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.02$0.01$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 14, 2019
Return Version
2018v3.1
Gross Receipts
$14,925
Mission and Program Overview

Mission

To provide a forum for the exchange and formation of common business interests among persons engaged in the life insurnace industry, to improve the conditions under which the business of life insurance underwriting and brokerage occurs, and to advance the interests and standards of the industry and the community it serves through educational, legislative, judicial and political activities.

Program Services

DescriptionGrantsExpenses
TO ENHANCE LIFE INSURANCE EDUCATION AND RESEARCH$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A MATSONTreasurer-$0--
JENNIFER SHEPLEYSecretary-$0--
ROBERT EVANSDirector-$0--
ADAM SACHSDirector-$0--
BRAD KADELSKIPresident-$0--
DANIEL GIRARDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Naifa Foundation
EIN
04-2914539
Phone
8666390443
Address
15 WEST BROOKFIELD ROAD PO BOX 417, BROOKFIELD, MA 01506

Signing Officer

Name
Bradford J Kadelski
Title
President
Phone
8666390443
Signed
2019-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Ingle & Associates LLC
Address
21 NORTH QUINSIGAMOND AVE STE 2, SHREWSBURY, MA 01545
Preparer
Robert C Ingle
Phone
5084751910
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend. Amount: 6,872. Description: interest . Amount: 3. Total included on form 990-ez, line 4: 6,875.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized loss on investments. Amount: -14,426.”

Raw XML Appendix130 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT MATSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05083762009
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 ORCHARD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002054
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0156154
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0146762
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt07598
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt05034
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02293
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0156154
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0146762
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0452
IRS990EZ/GrossReceiptsAmt014925
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt06875
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0156154
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0146762
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0156154
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0146762
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT A MATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER SHEPLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADAM SACHS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRAD KADELSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIEL GIRARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-14426
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A FORUM FOR THE EXCHANGE AND FORMATION OF COMMON BUSINESS INTERESTS AMONG PERSONS ENGAGED IN THE LIFE INSURNACE INDUSTRY, TO IMPROVE THE CONDITIONS UNDER WHICH THE BUSINESS OF LIFE INSURANCE UNDERWRITING AND BROKERAGE OCCURS, AND TO ADVANCE THE INTERESTS AND STANDARDS OF THE INDUSTRY AND THE COMMUNITY IT SERVES THROUGH EDUCATIONAL, LEGISLATIVE, JUDICIAL AND POLITICAL ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENHANCE LIFE INSURANCE EDUCATION AND RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt08050
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt02293
IRS990EZ/TotalRevenueAmt07327
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND. AMOUNT: 6,872. DESCRIPTION: INTEREST . AMOUNT: 3. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,875.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS. AMOUNT: -14,426.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADFORD J KADELSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08666390443
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MASS
ReturnHeader/Filer/EIN0042914539
ReturnHeader/Filer/PhoneNum08666390443
ReturnHeader/Filer/USAddress/AddressLine1Txt015 WEST BROOKFIELD ROAD PO BOX 417
ReturnHeader/Filer/USAddress/CityNm0BROOKFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001506
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00C8A3369C034B4C859A7F780ED96B58670B01D6A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C8A3369C034B4C859A7F780ED96B58670B01D6A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.44.61.252
ReturnHeader/FilingSecurityInformation/IPDt02019-06-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:28:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273571151
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INGLE & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 NORTH QUINSIGAMOND AVE STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHREWSBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001545
ReturnHeader/PreparerPersonGrp/PhoneNum05084751910
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT C INGLE
ReturnHeader/ReturnTs02019-09-16T15:39:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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