Civic Intelligence

Naifa - Monmouthocean Assoc of Life Underwriters Inc C/O Holevinski

990 • Fiscal year 2017 • EIN 22-3675963

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

Organization ProfileN/A
200 White Road No 204Little Silver, NJ 07739

(732) 741-2887

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

26th percentile

-7.7%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

36th percentile

-3.8%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-10%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$22,675

Down $891 (-3.8%) from 2016

Net Assets

Down

$22,675

Down $891 (-3.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin26th percentile

Revenue

Down

$11,646

Down $1,317 (-10%) from 2016

Expenses

Down

$12,537

Down $1,385 (-9.9%) from 2016

Net Income

Up

-$891

Up $68 (+7.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $25,377Liabilities 2011: $0Net Assets 2011: $25,3772011Assets 2012: $23,510Liabilities 2012: $0Net Assets 2012: $23,5102012Assets 2013: $24,817Liabilities 2013: $0Net Assets 2013: $24,8172013Assets 2014: $26,469Liabilities 2014: $0Net Assets 2014: $26,4692014Assets 2015: $24,525Liabilities 2015: $0Net Assets 2015: $24,5252015Assets 2016: $23,566Liabilities 2016: $0Net Assets 2016: $23,5662016Assets 2017: $22,675Liabilities 2017: $0Net Assets 2017: $22,6752017Assets 2018: $18,498Liabilities 2018: $0Net Assets 2018: $18,4982018Assets 2019: $32,364Liabilities 2019: $0Net Assets 2019: $32,3642019Assets 2020: $34,314Liabilities 2020: $0Net Assets 2020: $34,3142020Assets 2021: $40,263Liabilities 2021: $0Net Assets 2021: $40,2632021Assets 2022: $45,199Liabilities 2022: $0Net Assets 2022: $45,1992022Assets 2023: $11,324Liabilities 2023: $0Net Assets 2023: $11,3242023

Highlighted filing

2017

Assets$22,675
Liabilities$0
Net Assets$22,675
Open 2017 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2011: $18,271Expenses 2011: $14,607Net Income 2011: $3,6642011Revenue 2012: $13,782Expenses 2012: $15,649Net Income 2012: -$1,8672012Revenue 2013: $17,023Expenses 2013: $15,716Net Income 2013: $1,3072013Revenue 2014: $15,809Expenses 2014: $14,157Net Income 2014: $1,6522014Revenue 2015: $12,594Expenses 2015: $14,538Net Income 2015: -$1,9442015Revenue 2016: $12,963Expenses 2016: $13,922Net Income 2016: -$9592016Revenue 2017: $11,646Expenses 2017: $12,537Net Income 2017: -$8912017Revenue 2018: $6,578Expenses 2018: $10,755Net Income 2018: -$4,1772018Revenue 2019: $30,713Expenses 2019: $16,847Net Income 2019: $13,8662019Revenue 2020: $13,276Expenses 2020: $11,326Net Income 2020: $1,9502020Revenue 2021: $12,249Expenses 2021: $6,300Net Income 2021: $5,9492021Revenue 2022: $11,305Expenses 2022: $6,369Net Income 2022: $4,9362022Revenue 2023: $3,187Expenses 2023: $37,062Net Income 2023: -$33,8752023

Highlighted filing

2017

Revenue$11,646
Expenses$12,537
Net Income-$891
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$11,646
Mission and Program Overview

Mission

To train and educate insurance agents thru continuing education.

Training and Education of insurance agents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$23,566$22,675▼ $891
Rtn Earn Endowment Incm Other Fnds$23,566$22,675▼ $891
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$23,566$22,675▼ $891
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,566$22,675▼ $891
Total Liabilities and Net Assets / Fund Balance$23,566$22,675▼ $891
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Daniel KaplanPres.
Sarah SchnitzerSecy.
Brian HolevinskiTreasurer
Richard MiclizVice-Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,646
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,537
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$7,097--$7,097
Insurance-$865-$865
Fees for Services Accounting-$620-$620
Office Expenses-$181-$181
Other Expenses-$24-$24
Total Functional Expenses$7,097$5,440$0$12,537
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Upon receipt form 990 is reviewed by the treas. And other responsible personnel before signing and mailing.”

Form 990, Part VI, Section C, line 19

“All required documents are available upon request at the association's office.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Daniel Kaplan - 200 White Road, Suite 204, Little Silver, NJ 07739. Brian Holevinski - 200 White Road, Suite 204, Little Silver, NJ 07739. Sarah Schnitzer - 200 White Road, Suite 204, little Silver, NJ 07739. Richard Micliz - 200 White Road, Suite 204, Little Silver, NJ 07739.”

Filing and Contact Details

Filer

Filer Name
Naifa - Monmouthocean Assoc of
EIN
22-3675963
Phone
7327412887
Address
200 White Road No 204, Little Silver, NJ 07739
Doing Business As
Not Applicable - No other names used

Signing Officer

Name
Daniel Kaplan
Title
Pres.
Phone
7327412887
Signed
2017-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Kaplan
Formed
1999
Legal Domicile
Nj
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Holman Frenia Allison PC
Address
194 E Bergen Place, Red Bank, NJ 07701
Preparer
William San Filippo CPA
Phone
7327470010
Raw XML Appendix279 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON RECEIPT FORM 990 IS REVIEWED BY THE TREAS. AND OTHER RESPONSIBLE PERSONNEL BEFORE SIGNING AND MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ASSOCIATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Daniel Kaplan - 200 White Road, Suite 204, Little Silver, NJ 07739. Brian Holevinski - 200 White Road, Suite 204, Little Silver, NJ 07739. Sarah Schnitzer - 200 White Road, Suite 204, little Silver, NJ 07739. Richard Micliz - 200 White Road, Suite 204, Little Silver, NJ 07739.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VII Contact Addresses for Officers, Directors, Etc
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA - MONMOUTHOCEAN ASSOC OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LIFE UNDERWRITERS INC C/O HOLEVINSKI
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
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ReturnHeader/Filer/PhoneNum07327412887
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ReturnHeader/FilingSecurityInformation/IPDt02017-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:59:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223480145
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Holman Frenia Allison PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0194 E Bergen Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Red Bank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007701
ReturnHeader/PreparerPersonGrp/PhoneNum07327470010
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William San Filippo CPA
ReturnHeader/ReturnTs02017-11-09T10:23:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,675
Liabilities
$0
Net assets
$22,675
Revenue
$11,646
Expenses
$12,537
Net income
-$891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$3.19$37.1$33.9
2022Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$11.3$6.37$4.94
2021Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$12.2$6.30$5.95
2020Summary only. Only limited summary data is available for this year.$34.3$0.00$34.3$13.3$11.3$1.95
2019Summary only. Only limited summary data is available for this year.$32.4$0.00$32.4$30.7$16.8$13.9
2018Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$6.58$10.8$4.18
2017Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$11.6$12.5$0.89
2016Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$13.0$13.9$0.96
2015Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$12.6$14.5$1.94
2014Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$15.8$14.2$1.65
2013Summary only. Only limited summary data is available for this year.$24.8$0.00$24.8$17.0$15.7$1.31
2012Summary only. Only limited summary data is available for this year.$23.5$0.00$23.5$13.8$15.6$1.87
2011Summary only. Only limited summary data is available for this year.$25.4$0.00$25.4$18.3$14.6$3.66