Civic Intelligence

Phila Assoc of Life Underwriters

EIN 23-0968120 • 501(c)6 • Harrisburg, PA

Profile

To provide Educational and Professional Development services to insurance and financial advisors

6059 Allentown BlvdHarrisburg, PA 17109

www.naifa-gp.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

18th percentile

-27%

Higher net margin than 18% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-12%

Faster revenue growth than 33% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $97,323 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $97,323 (-100%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin18th percentile

Revenue

Down

$30,318

Down $4,098 (-12%) from 2023

Expenses

Up

$38,390

Up $893 (+2.4%) from 2023

Net Income

Down

-$8,072

Down $4,991 (-162%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$150K$100K$50K$0Assets 2011: $107,630Liabilities 2011: $1,479Net Assets 2011: $106,1512011Assets 2012: $113,420Liabilities 2012: $268Net Assets 2012: $113,1522012Assets 2013: $106,762Liabilities 2013: $5,496Net Assets 2013: $101,2662013Assets 2014: $75,958Liabilities 2014: $19Net Assets 2014: $75,9392014Assets 2015: $67,258Liabilities 2015: $0Net Assets 2015: $67,2582015Assets 2016: $69,948Liabilities 2016: $5Net Assets 2016: $69,9432016Assets 2017: $73,042Liabilities 2017: $0Net Assets 2017: $73,0422017Assets 2018: $80,632Liabilities 2018: $5Net Assets 2018: $80,6272018Assets 2019: $82,921Liabilities 2019: $0Net Assets 2019: $82,9212019Assets 2020: $94,456Liabilities 2020: $0Net Assets 2020: $94,4562020Assets 2021: $102,307Liabilities 2021: $0Net Assets 2021: $102,3072021Assets 2022: $100,404Liabilities 2022: $0Net Assets 2022: $100,4042022Assets 2023: $97,323Liabilities 2023: $0Net Assets 2023: $97,3232023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $137,264Expenses 2011: $119,756Net Income 2011: $17,5082011Revenue 2012: $114,048Expenses 2012: $107,047Net Income 2012: $7,0012012Expenses 2013: $102,6552013Revenue 2014: $76,639Expenses 2014: $101,966Net Income 2014: -$25,3272014Revenue 2015: $76,470Expenses 2015: $85,151Net Income 2015: -$8,6812015Revenue 2016: $60,236Expenses 2016: $57,553Net Income 2016: $2,6832016Revenue 2017: $55,004Expenses 2017: $51,905Net Income 2017: $3,0992017Revenue 2018: $47,976Expenses 2018: $40,391Net Income 2018: $7,5852018Revenue 2019: $40,250Expenses 2019: $45,682Net Income 2019: -$5,4322019Revenue 2020: $38,110Expenses 2020: $26,575Net Income 2020: $11,5352020Revenue 2021: $33,011Expenses 2021: $25,159Net Income 2021: $7,8522021Revenue 2022: $34,530Expenses 2022: $36,433Net Income 2022: -$1,9032022Revenue 2023: $34,416Expenses 2023: $37,497Net Income 2023: -$3,0812023Revenue 2024: $30,318Expenses 2024: $38,390Net Income 2024: -$8,0722024

Highlighted filing

2024

Revenue$30,318
Expenses$38,390
Net Income-$8,072
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$30,318
Expenses
$38,390
Net income
-$8,072
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.30$0.38$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.34$0.37$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.35$0.36$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.33$0.25$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.38$0.27$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.40$0.46$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.48$0.40$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.55$0.52$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.60$0.58$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.76$0.85$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.77$1.02$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.05$1.01$1.03
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$1.14$1.07$0.07
2011Summary only. Only limited summary data is available for this year.$1.08$0.01$1.06$1.37$1.20$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 31, 2026
Return Version
2024v5.2
Gross Receipts
$30,318
Mission and Program Overview

Mission

To provide Educational and Professional Development services to insurance and financial advisors

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$78,254$0▼ $78,254
Cash and Non-Interest-Bearing Accounts$19,043$0▼ $19,043
Land, Buildings, and Equipment, Net$26$0▼ $26
Total Assets$97,323$0▼ $97,323
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$97,323$0▼ $97,323
Total Net Assets Fund Balance$97,323$0▼ $97,323
Total Liabilities and Net Assets / Fund Balance$97,323$0▼ $97,323

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$528$0
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Lyla McCurdyImmediate Past President
Michael KnipePresident
Andrew JunikiewiczBoard of Directors
David BarristBoard of Directors
Michael BerardiBoard of Directors
Harris KivitzNational Committeeman
James BoydSecretary
Robert FinkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,480
Program Service Revenue
$1,838
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-8,072
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,390
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
Fees for Services Management$0$19,000$0$19,000
Conferences and Meetings$9,634$0$0$9,634
All Other Expenses$0$4,526$0$4,526
Information Technology$0$3,642$0$3,642
Insurance$0$565$0$565
Fees for Services Accounting$0$500$0$500
Other Expenses$0$297$0$297
Depreciation Depletion$26$0$0$26
Total Functional Expenses$9,660$28,730$0$38,390
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
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
Filing and Contact Details

Filer

Filer Name
Phila Assoc of Life Underwriters
EIN
23-0968120
Phone
7175991003
Address
6059 Allentown Blvd, Harrisburg, PA 17109
Doing Business As
NAT'L ASSOC OF INSURFIN ADVISERS

Signing Officer

Name
Jan Hartman
Title
Executive Director
Phone
7175991003
Signed
2026-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jan Hartman
Formed
1887
Legal Domicile
Pa
Voting Board Members
258
Independent Board Members
258
Employees
0
Volunteers
10

Preparer

Firm
Major & Mastro LLC
Address
3327 Roxbury Road, Hatfield, PA 19440
Preparer
Linda Major CPA
Phone
2158222350
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Form 990 is reviewed by the Treasurer prior to filing”

Pt VI, Line 19

“Available upon request”

Pt VI, Line 2

“There are business relationships that exist among some of the board members”

Pt XI

“Local Chapter merged with state association 1/1/25”

Form 990, Part IX, Line 24E

“Board Expense 4526. 4526.”

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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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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0James Boyd, Director NAIFA-PA
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1Harris Kivitz, Director NAIFA-PA
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt2Michael Berardi,Director NAIFA-PA
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt3Tara Reber, managing programs and member outreach
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2e
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 2e
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, Line 2e
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, Line 2e
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by the Treasurer prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There are business relationships that exist among some of the board members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Local Chapter merged with state association 1/1/25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board Expense 4526. 4526.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt097323
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt097323
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt028480
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028730
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09660
IRS990/TotalFunctionalExpensesGrp/TotalAmt038390
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt097323
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt09660
IRS990/TotalProgramServiceRevenueAmt01838
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01838
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030318
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt097323
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06059 Allentown Blvd
IRS990/USAddress/CityNm0Harrisburg
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017109
IRS990/VotingMembersGoverningBodyCnt0258
IRS990/VotingMembersIndependentCnt0258
IRS990/WebsiteAddressTxt0www.naifa-gp.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jan Hartman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07175991003
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILA ASSOC OF LIFE UNDERWRITERS
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0230968120
ReturnHeader/Filer/PhoneNum07175991003
ReturnHeader/Filer/USAddress/AddressLine1Txt06059 Allentown Blvd
ReturnHeader/Filer/USAddress/CityNm0Harrisburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201490476
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Major & Mastro LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03327 Roxbury Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hatfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019440
ReturnHeader/PreparerPersonGrp/PhoneNum02158222350
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda Major CPA
ReturnHeader/ReturnTs02026-01-31T12:14:52-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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