Civic Intelligence

Naifa Mt Diablo

990EZ • Fiscal year 2017 • EIN 23-7215920

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization ProfileN/A
P O Box 948Clayton, CA 94512

(925) 548-1043

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

29th percentile

-5.4%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

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

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

35th percentile

-5.8%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$18,229

Down $2,202 (-11%) from 2016

Net Assets

Down

$18,229

Down $2,202 (-11%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Down

$40,857

Down $2,499 (-5.8%) from 2016

Expenses

Down

$43,059

Down $852 (-1.9%) from 2016

Net Income

Down

-$2,202

Down $1,647 (-297%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$30K$20K$10K$0Assets 2014: $13,529Net Assets 2014: $13,5292014Assets 2015: $20,986Net Assets 2015: $20,9862015Assets 2016: $20,431Net Assets 2016: $20,4312016Assets 2017: $18,229Net Assets 2017: $18,2292017

Highlighted filing

2017

Assets$18,229
Liabilities-
Net Assets$18,229
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $56,262Expenses 2014: $49,721Net Income 2014: $6,5412014Revenue 2015: $50,331Expenses 2015: $42,874Net Income 2015: $7,4572015Revenue 2016: $43,356Expenses 2016: $43,911Net Income 2016: -$5552016Revenue 2017: $40,857Expenses 2017: $43,059Net Income 2017: -$2,2022017

Highlighted filing

2017

Revenue$40,857
Expenses$43,059
Net Income-$2,202
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$40,857
Mission and Program Overview

Mission

All Programs Services and Activities are related to the Professional Development of Members

Program Services

DescriptionGrantsExpenses
All Programs Services and Activities are related to the Professional Development of Members--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A J Andrew FrancoPresident-$0--
Iian MacDonaldDirector-$0--
Filing and Contact Details

Filer

Filer Name
NAIFA Mt Diablo
EIN
23-7215920
Phone
9255481043
Address
P O Box 948, Clayton, CA 94512

Signing Officer

Name
Iaan MacDonald
Title
Director
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Warren S Taylor CPA
Address
1516 Oak St Ste 103, Alameda, CA 94501-2953
Preparer
Warren S Taylor CPA
Phone
5105232313
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $342”

Other Expenses.1012

“Insurance $1042”

Other Expenses.1

“Services $20400”

Other Expenses.2

“Meetings $15217”

Other Expenses.3

“LILI Scholarship $1500”

Other Expenses.4

“NAIFA Conv $1196”

Other Expenses.5

“NAIFA Conv CA $900”

Other Expenses.6

“IFAPAC $762”

Other Expenses.7

“Membership $480”

Other Expenses.8

“Ca Fees $390”

Other Expenses.9

“Conventions $182”

Other Expenses.10

“YAT Meetings $144”

Other Expenses.11

“Donation $25”

Raw XML Appendix117 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/PersonNm0A J Franco
IRS990EZ/BooksInCareOfDetail/PhoneNum09259792300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02121 N California Blvd 395
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Walnut Creek
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094596
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020431
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018229
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2202
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0479
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020431
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018229
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt040857
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt029089
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020431
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018229
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020431
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018229
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0A J Andrew Franco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Iian MacDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042580
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0All Programs Services and Activities are related to the Professional Development of Members
IRS990EZ/ProgramServiceRevenueAmt06668
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0All Programs Services and Activities are related to the Professional Development of Members
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043059
IRS990EZ/TotalRevenueAmt040857
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Services $20400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meetings $15217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LILI Scholarship $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NAIFA Conv $1196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NAIFA Conv CA $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7IFAPAC $762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Membership $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Ca Fees $390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Conventions $182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11YAT Meetings $144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Donation $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Iaan MacDonald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA Mt Diablo
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0237215920
ReturnHeader/Filer/PhoneNum09255481043
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 948
ReturnHeader/Filer/USAddress/CityNm0Clayton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094512
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Warren S Taylor CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01516 Oak St Ste 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Alameda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945012953
ReturnHeader/PreparerPersonGrp/PhoneNum05105232313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Warren S Taylor CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-14T13:39:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,229
Liabilities
-
Net assets
$18,229
Revenue
$40,857
Expenses
$43,059
Net income
-$2,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$18.2$18.2$40.9$43.1$2.20
2016Detailed filing. Detailed filing data is available for this year.$20.4$20.4$43.4$43.9$0.56
2015Detailed filing. Detailed filing data is available for this year.$21.0$21.0$50.3$42.9$7.46
2014Detailed filing. Detailed filing data is available for this year.$13.5$13.5$56.3$49.7$6.54
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits