Civic Intelligence

Naifa-Pennsylvania

990EZ • Fiscal year 2021 • EIN 23-0961082

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 30, 2022

6059 Allentown Boulevard 310Harrisburg, PA 17112

(717) 234-2523

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

97th percentile

$109,385

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 76.8% of source-year revenue.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

20th percentile

-11%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

1.0%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$285,561

Down $35,776 (-11%) from 2020

Net Assets

Down

$285,561

Down $35,776 (-11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$142,485

Up $1,380 (+1.0%) from 2020

Expenses

Down

$178,260

Down $11,331 (-6.0%) from 2020

Net Income

Up

-$35,775

Up $12,711 (+26%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$285,561
Liabilities$0
Net Assets$285,561

Operations Trend

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

2021

Revenue$142,485
Expenses$178,260
Net Income-$35,775
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 30, 2022
Return Version
2021v4.0
Gross Receipts
$142,485
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 (NAIFA) is to advocate for a positive legislative and regulatory environment, enhance business and member professional skills, and promote the ethical conduct of members.

Program Services

DescriptionGrantsExpenses
Enhance the business and professional environment for the members who are in the practice of providing life, health and multi-line insurance and related services and products to their clients and community.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan HartmanExecutive Vice PresidentFT$94,617$14,768$109,385
Carina HatfieldPresident-$0--
Tracy RussoPresident Elect-$0--
Paul ValerioSecretary-$0--
Joe MarrazzoTreasurer-$0--
Christine MusuneggiNational Committee Person-$0--
Steve PetrungaroImmediate Past President-$0--
Mike BerardiBoard Director-$0--
Lisa DodsonBoard Director-$0--
Harris KivitzBoard Director-$0--
Jim BoydBoard Director-$0--
Patricia MayBoard Director-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$4,081
Total Nondeductible Lobbying and Political Cost$-27,960
Filing and Contact Details

Filer

Filer Name
Naifa-pennsylvania
EIN
23-0961082
Phone
7172342523
Address
6059 Allentown Boulevard 310, Harrisburg, PA 17112

Signing Officer

Name
Jan Hartman
Title
Executive Vice President
Phone
7175991003
Signed
2022-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Charles E Bussard CPA
Address
401 East Louther Street, Suite 201, Carlisle, PA 17013
Preparer
Charles Bussard
Phone
7175809199
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^NAIFA PAC Administration;2000|Royalty;1703|Affiliate deposit;241^Total;3944^

Form 990-EZ, Part I, Line 16

Description;Amount^Insurance;3835|Lobbying;4081|Travel and meetings;16842|Communications;2176|Storage rental;1994|Marketing;2149|Dues and subscriptions;3751|Office supplies and banking;1705|Symposium;5398|Awards;136|Affiliate expense;375|Continuing Education;394^Total;42836^

Raw XML Appendix196 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/ExplanationTxt0Description;Amount^NAIFA PAC Administration;2000|Royalty;1703|Affiliate deposit;241^Total;3944^
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0All extensions filed as required.
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ReturnHeader/PreparerPersonGrp/PhoneNum07175809199
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles Bussard
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-07-18T10:31:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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