Civic Intelligence

Naifa-Pennsylvania

990 • Fiscal year 2020 • EIN 23-0961082

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileWWW.NAIFA-PA.ORG

View Organization Page

6059 Allentown Boulevard No 310Harrisburg, PA 17112

(717) 234-2523

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

15th percentile

-34%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

96th percentile

$108,630

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 77.0% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-53%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$321,337

Down $48,486 (-13%) from 2019

Net Assets

Down

$321,337

Down $48,486 (-13%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin15th percentile

Revenue

Down

$141,105

Down $159,273 (-53%) from 2019

Expenses

Down

$189,591

Down $33,302 (-15%) from 2019

Net Income

Down

-$48,486

Down $125,971 (-163%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$600K$400K$200K$0Assets 2011: $231,256Liabilities 2011: $4,266Net Assets 2011: $226,9902011Assets 2012: $236,213Liabilities 2012: $4,267Net Assets 2012: $231,9462012Assets 2013: $246,832Liabilities 2013: $4,266Net Assets 2013: $242,5662013Assets 2014: $441,515Liabilities 2014: $35,906Net Assets 2014: $405,6092014Assets 2015: $438,484Liabilities 2015: $39,259Net Assets 2015: $399,2252015Assets 2016: $422,693Liabilities 2016: $41,246Net Assets 2016: $381,4472016Assets 2017: $380,046Liabilities 2017: $39,996Net Assets 2017: $340,0502017Assets 2018: $345,906Liabilities 2018: $37,045Net Assets 2018: $308,8612018Assets 2019: $369,823Liabilities 2019: $0Net Assets 2019: $369,8232019Assets 2020: $321,337Liabilities 2020: $0Net Assets 2020: $321,3372020Assets 2021: $285,561Liabilities 2021: $0Net Assets 2021: $285,5612021Assets 2022: $286,648Liabilities 2022: $0Net Assets 2022: $286,6482022Assets 2023: $265,845Liabilities 2023: $0Net Assets 2023: $265,8452023Assets 2024: $249,934Liabilities 2024: $0Net Assets 2024: $249,9342024

Highlighted filing

2020

Assets$321,337
Liabilities$0
Net Assets$321,337
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $327,9532011Expenses 2012: $321,1242012Expenses 2013: $275,1502013Revenue 2014: $414,021Expenses 2014: $250,978Net Income 2014: $163,0432014Revenue 2015: $245,848Expenses 2015: $252,232Net Income 2015: -$6,3842015Revenue 2016: $246,698Expenses 2016: $264,476Net Income 2016: -$17,7782016Revenue 2017: $214,325Expenses 2017: $255,722Net Income 2017: -$41,3972017Revenue 2018: $186,030Expenses 2018: $217,219Net Income 2018: -$31,1892018Revenue 2019: $300,378Expenses 2019: $222,893Net Income 2019: $77,4852019Revenue 2020: $141,105Expenses 2020: $189,591Net Income 2020: -$48,4862020Revenue 2021: $142,485Expenses 2021: $178,260Net Income 2021: -$35,7752021Revenue 2022: $176,719Expenses 2022: $175,632Net Income 2022: $1,0872022Revenue 2023: $157,705Expenses 2023: $178,508Net Income 2023: -$20,8032023Revenue 2024: $160,057Expenses 2024: $175,968Net Income 2024: -$15,9112024

Highlighted filing

2020

Revenue$141,105
Expenses$189,591
Net Income-$48,486
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$141,105
Mission and Program Overview

Mission

The mission of naifa-pennsylvania is to serve as a legislative advocate for its members and to provide the necessary support to develop and maintain strong local associations.

The mission of the national association of insurance and financial advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$369,823$321,337▼ $48,486
Total Assets$369,823$321,337▼ $48,486
Liabilities
Accounts Payable and Accrued Expenses-$0-
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$369,823$321,337▼ $48,486
Total Net Assets Fund Balance$369,823$321,337▼ $48,486
Total Liabilities and Net Assets / Fund Balance$369,823$321,337▼ $48,486
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan HartmanExecutive Vice PresidentFT$94,617$14,013$108,630

Board Members and Trustees

NameTitle
Steve PetrungaroImmediate Past President
Carina HatfieldPresident
Tracy RussoPresident-elect
Christine MusuneggiBoard Director
Harris KivitzBoard Director
Jim BoydBoard Director
Lisa DodsonBoard Director
Michael BerardiBoard Director
Patricia MayBoard Director
Randy KaufmanBoard Director
Louis PettinatoDirector
David BarristNational Committeeman
Joseph Marrazzo JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$138,672
Investment Income
$889
Other Revenue
$1,544
Change in Net Assets
$-48,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$126,661
Other Expenses$62,930
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$108,630
Fees for Services Lobbying---$16,000
Fees for Services Accounting---$10,453
Advertising---$9,331
Information Technology---$8,991
Payroll Taxes---$8,112
Other Salaries and Wages---$7,395
Travel---$7,298
Insurance---$6,055
Occupancy---$3,845
Other Employee Benefits---$2,524
Office Expenses---$957
Total Functional Expenses$0$0$0$189,591
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$16,000
Total Nondeductible Lobbying and Political Cost$-7,056
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 A, Line 6

“We are a professional association and have individual members.”

Form 990, Part VI, Section A, Line 7A

“Board members are elected by representatives of the local associations; the representatives are also members.”

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

“Tax form is filed before board review.”

Form 990, Part VI, Section C, Line 19

“Information available upon request.”

Filing and Contact Details

Filer

Filer Name
Naifa-pennsylvania
EIN
23-0961082
Phone
7172342523
Address
6059 ALLENTOWN BOULEVARD NO 310, HARRISBURG, PA 17112

Signing Officer

Name
Jan Hartman
Title
CEO
Phone
7172342523
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jan Hartman
Formed
1999
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
100

Preparer

Firm
MAHER DUESSEL CPA'S
Address
1800 LINGLESTOWN ROAD SUITE 306, HARRISBURG, PA 17110
Preparer
Lisa Ritter CPA
Phone
7172321230
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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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IRS990ScheduleC/DuesAssessmentsAmt0127220
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0-23056
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt016000
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0-7056
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-32041
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WE ARE A PROFESSIONAL ASSOCIATION AND HAVE INDIVIDUAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE ELECTED BY REPRESENTATIVES OF THE LOCAL ASSOCIATIONS; THE REPRESENTATIVES ARE ALSO MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX FORM IS FILED BEFORE BOARD REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0251763538
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO SUPPORT THE MISSION OF THE ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04811 JONESTOWN RD SUITE 233
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HARRISBURG
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0321337
IRS990/TotalAssetsGrp/BOYAmt0369823
IRS990/TotalAssetsGrp/EOYAmt0321337
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0321337
IRS990/TotalOtherCompensationAmt014013
IRS990/TotalProgramServiceRevenueAmt0138672
IRS990/TotalReportableCompFromOrgAmt094617
IRS990/TotalRevenueGrp/ExclusionAmt0889
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0140216
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141105
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt07298
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN HARTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07172342523
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA-PENNSYLVANIA
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0230961082
ReturnHeader/Filer/PhoneNum07172342523
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251622758
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAHER DUESSEL CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 LINGLESTOWN ROAD SUITE 306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARRISBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017110
ReturnHeader/PreparerPersonGrp/PhoneNum07172321230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA RITTER CPA

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$321,337
Liabilities
$0
Net assets
$321,337
Revenue
$141,105
Expenses
$189,591
Net income
-$48,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$1.60$1.76$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$1.58$1.79$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$1.77$1.76$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$1.42$1.78$0.36
2020Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$1.41$1.90$0.48
2019Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$3.00$2.23$0.77
2018Detailed filing. Detailed filing data is available for this year.$3.46$0.37$3.09$1.86$2.17$0.31
2017Detailed filing. Detailed filing data is available for this year.$3.80$0.40$3.40$2.14$2.56$0.41
2016Detailed filing. Detailed filing data is available for this year.$4.23$0.41$3.81$2.47$2.64$0.18
2015Detailed filing. Detailed filing data is available for this year.$4.38$0.39$3.99$2.46$2.52$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.42$0.36$4.06$4.14$2.51$1.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.04$2.43$2.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.04$2.32$3.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.04$2.27$3.28