Civic Intelligence

Naifa-Louisville Metro

EIN 23-7147799 • 501(c)6 • Louisville, KY

Profile

To provide continuing education and support for individuals in the life insurance industry

12730 Townepark Way 202Louisville, KY 40243

n/A

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

Score unavailable

No value available

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

Source year 2024

Net Margin

71st percentile

12%

Higher net margin than 71% 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

97th percentile

153%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

52nd percentile

0.4%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$2,491

Up $1,505 (+153%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$2,491

Up $1,505 (+153%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$12,481

Up $55 (+0.4%) from 2023

Expenses

Down

$10,976

Down $2,343 (-18%) from 2023

Net Income

Up

$1,505

Up $2,398 (+269%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2020: $2,682Net Assets 2020: $2,6822020Assets 2021: $3,198Net Assets 2021: $3,1982021Assets 2022: $1,879Net Assets 2022: $1,8792022Assets 2023: $986Net Assets 2023: $9862023Assets 2024: $2,491Net Assets 2024: $2,4912024

Highlighted filing

2024

Assets$2,491
Liabilities-
Net Assets$2,491
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2020: $12,841Expenses 2020: $14,966Net Income 2020: -$2,1252020Revenue 2021: $12,863Expenses 2021: $12,347Net Income 2021: $5162021Revenue 2022: $11,017Expenses 2022: $12,336Net Income 2022: -$1,3192022Revenue 2023: $12,426Expenses 2023: $13,319Net Income 2023: -$8932023Revenue 2024: $12,481Expenses 2024: $10,976Net Income 2024: $1,5052024

Highlighted filing

2024

Revenue$12,481
Expenses$10,976
Net Income$1,505
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,491
Liabilities
-
Net assets
$2,491
Revenue
$12,481
Expenses
$10,976
Net income
$1,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.49$2.49$12.5$11.0$1.51
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.99$12.4$13.3$0.89
2022Detailed filing. Detailed filing data is available for this year.$1.88$1.88$11.0$12.3$1.32
2021Detailed filing. Detailed filing data is available for this year.$3.20$3.20$12.9$12.3$0.52
2020Detailed filing. Detailed filing data is available for this year.$2.68$2.68$12.8$15.0$2.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 1, 2025
Return Version
2024v5.2
Gross Receipts
$12,481
Mission and Program Overview

Mission

To provide continuing education and support for individuals in the life insurance industry

Program Services

DescriptionGrantsExpenses
EDUCATION OF LIFE UNDERWRITERS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK C ROBISONPresident-$0--
PHIL MIXDirector-$0--
JOHN RIDOUXDirector-$0--
CORINNE RAMSIERSec/Treas-$0--
ROBERT QUAIFEPresident Elect-$0--
Filing and Contact Details

Filer

Filer Name
Naifa-louisville Metro
EIN
23-7147799
Phone
5022440700
Address
12730 TOWNEPARK WAY 202, LOUISVILLE, KY 40243

Signing Officer

Name
Patrick C Robison
Title
President
Signed
2025-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Larry M Edwards CPA
Address
8516 Glendale Trace, Louisville, KY 40291
Preparer
Larry M Edwards CPA
Phone
5027361335
Supplemental Narrative

Additional Explanations

Other Expenses.1

“MEETING EXPENSE $1174”

Other Expenses.2

“WEBSITE EXPENSE $287”

Other Expenses.3

“OTHER $15”

Raw XML Appendix109 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GAYLE PRESCOTT
IRS990EZ/BooksInCareOfDetail/PhoneNum05022440700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012730 TOWNEPARK WAY STE 202
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040243
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0986
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02491
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010506
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01505
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0986
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02491
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt012481
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0986
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02491
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0986
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02491
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICK C ROBISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHIL MIX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN RIDOUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CORINNE RAMSIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT QUAIFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SEC/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01476
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE CONTINUING EDUCATION AND SUPPORT FOR INDIVIDUALS IN THE LIFE INSURANCE INDUSTRY
IRS990EZ/ProgramServiceRevenueAmt01975
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION OF LIFE UNDERWRITERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010976
IRS990EZ/TotalRevenueAmt012481
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETING EXPENSE $1174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE EXPENSE $287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER $15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK C ROBISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA-LOUISVILLE METRO
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0237147799
ReturnHeader/Filer/PhoneNum05022440700
ReturnHeader/Filer/USAddress/AddressLine1Txt012730 TOWNEPARK WAY 202
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040243
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Larry M Edwards CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08516 Glendale Trace
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040291
ReturnHeader/PreparerPersonGrp/PhoneNum05027361335
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry M Edwards CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-11T11:57:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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