Civic Intelligence

Utah Association of Life Underwriters Inc

990EZ • Fiscal year 2023 • EIN 23-7293056

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 28, 2023

Organization ProfileN/A
533 W 2600 SBountiful, UT 84010

(801) 296-2000

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

49th percentile

1.2%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$142,677

Up $300 (+0.2%) from 2022

Net Assets

Up

$142,677

Up $300 (+0.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin49th percentile

Revenue

Down

$25,960

Down $42,725 (-62%) from 2022

Expenses

Down

$25,660

Down $31,935 (-55%) from 2022

Net Income

Down

$300

Down $10,790 (-97%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$150K$100K$50K$0Assets 2011: $25,146Net Assets 2011: $25,1462011Assets 2012: $15,112Net Assets 2012: $15,1122012Assets 2013: $18,915Net Assets 2013: $18,9152013Assets 2014: $35,170Net Assets 2014: $35,1702014Assets 2015: $33,949Net Assets 2015: $33,9492015Assets 2016: $29,095Net Assets 2016: $29,0952016Assets 2022: $142,377Liabilities 2022: $0Net Assets 2022: $142,3772022Assets 2023: $142,677Liabilities 2023: $0Net Assets 2023: $142,6772023Assets 2025: $130,156Liabilities 2025: $0Net Assets 2025: $130,1562025

Highlighted filing

2023

Assets$142,677
Liabilities$0
Net Assets$142,677
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$100K$50K$0-$50KRevenue 2011: $92,175Expenses 2011: $89,627Net Income 2011: $2,5482011Revenue 2012: $79,428Expenses 2012: $89,462Net Income 2012: -$10,0342012Revenue 2013: $70,659Expenses 2013: $66,856Net Income 2013: $3,8032013Revenue 2014: $61,798Expenses 2014: $45,543Net Income 2014: $16,2552014Revenue 2015: $60,026Expenses 2015: $61,247Net Income 2015: -$1,2212015Revenue 2016: $35,249Expenses 2016: $40,103Net Income 2016: -$4,8542016Revenue 2022: $68,685Expenses 2022: $57,595Net Income 2022: $11,0902022Revenue 2023: $25,960Expenses 2023: $25,660Net Income 2023: $3002023Revenue 2025: $57,650Expenses 2025: $81,410Net Income 2025: -$23,7602025

Highlighted filing

2023

Revenue$25,960
Expenses$25,660
Net Income$300
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 28, 2023
Return Version
2022v5.0
Gross Receipts
$25,960
Mission and Program Overview

Mission

Support prof dev of insurance fincl adv

The mission of the National Association of Insurance nd 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.

Program Services

DescriptionGrantsExpenses
N/A--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK ANDERSONSecretaryPT$0--
C SCOTT JOHNSONVice PresidentPT$0--
BRIAN BARRY ELLISPresidentPT$0--
SHERRY JOHNSONExecutive SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Naifa-utah
EIN
23-7293056
Phone
8012962000
Address
533 W 2600 S, BOUNTIFUL, UT 84010

Signing Officer

Name
Scott Johnson
Title
Vice President
Phone
8012962000
Signed
2023-07-28

Preparer

Firm
William S Cooley CPA Pc
Address
533 W 2600 S Ste 120, Bountiful, UT 84010
Preparer
William S Cooley
Phone
8013971185
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“INTEREST INCOME 8.”

Form 990EZ, Part I, Line 16

“ADVOCACY EXPENSES 6176.”

Form 990EZ, Part I, Line 16

“AWARDS 1471.”

Form 990EZ, Part I, Line 16

“COMPUTER 900.”

Form 990EZ, Part I, Line 16

“CONTINUING EDUCATION 71.”

Form 990EZ, Part I, Line 16

“CONVENTIONS 2477.”

Form 990EZ, Part I, Line 16

“MEALS 5868.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 64.”

Form 990EZ, Part I, Line 16

“PROMOTION 126.”

Form 990EZ, Part I, Line 16

“SPONSORSHIP 85.”

Form 990EZ, Part I, Line 16

“PRINTING 632.”

Form 990EZ, Part I, Line 16

“TELEPHONE 31.”

Form 990EZ, Part I, Line 16

“TRAVEL 759.”

Raw XML Appendix143 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/PersonNm0SCOTT JOHNSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08012962000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0533 W 23600 S STE 135
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0UTAH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0142377
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0142677
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06511
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0300
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0142377
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0142677
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt025960
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019441
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0142377
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0142677
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0142377
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0142677
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1C SCOTT JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN BARRY ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERRY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018660
IRS990EZ/OtherRevenueTotalAmt08
IRS990EZ/PrimaryExemptPurposeTxt0The mission of the National Association of Insurance nd 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.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025660
IRS990EZ/TotalRevenueAmt025960
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST INCOME 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVOCACY EXPENSES 6176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AWARDS 1471.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPUTER 900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTINUING EDUCATION 71.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONVENTIONS 2477.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEALS 5868.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICE SUPPLIES 64.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROMOTION 126.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SPONSORSHIP 85.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PRINTING 632.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TELEPHONE 31.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TRAVEL 759.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08012962000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA-UTAH
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0237293056
ReturnHeader/Filer/PhoneNum08012962000
ReturnHeader/Filer/USAddress/AddressLine1Txt0533 W 2600 S
ReturnHeader/Filer/USAddress/CityNm0BOUNTIFUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870579781
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM S COOLEY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0533 W 2600 S Ste 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bountiful
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084010
ReturnHeader/PreparerPersonGrp/PhoneNum08013971185
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM S COOLEY
ReturnHeader/ReturnTs02023-07-31T10:17:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,677
Liabilities
$0
Net assets
$142,677
Revenue
$25,960
Expenses
$25,660
Net income
$300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.58$0.81$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.26$0.26$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.69$0.58$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.35$0.40$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.60$0.61$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.62$0.46$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.71$0.67$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.15$0.79$0.89$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.25$0.92$0.90$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)6 • <$500k nonprofits