Civic Intelligence

Association of Financial Insurance

EIN 31-1763646 • 501(c)6 • Naperville, IL

Profile

Financial insurance trade association

505 Main Street Ste 200 Pmb 195Naperville, IL 60540

afibsite.com

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

96th percentile

55%

Higher net margin than 96% 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

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

40th percentile

-6.6%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$185,312

Up $28,852 (+18%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$185,312

Up $28,852 (+18%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Down

$78,199

Down $5,510 (-6.6%) from 2023

Expenses

Down

$35,147

Down $55,286 (-61%) from 2023

Net Income

Up

$43,052

Up $49,776 (+740%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$200K$150K$100K$50K$0Assets 2022: $148,973Liabilities 2022: $0Net Assets 2022: $148,9732022Assets 2023: $156,460Liabilities 2023: $0Net Assets 2023: $156,4602023Assets 2024: $185,312Net Assets 2024: $185,3122024

Highlighted filing

2024

Assets$185,312
Liabilities-
Net Assets$185,312
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$100K$50K$0-$50KRevenue 2022: $76,600Expenses 2022: $35,668Net Income 2022: $40,9322022Revenue 2023: $83,709Expenses 2023: $90,433Net Income 2023: -$6,7242023Revenue 2024: $78,199Expenses 2024: $35,147Net Income 2024: $43,0522024

Highlighted filing

2024

Revenue$78,199
Expenses$35,147
Net Income$43,052
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$185,312
Liabilities
-
Net assets
$185,312
Revenue
$78,199
Expenses
$35,147
Net income
$43,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.85$1.85$0.78$0.35$0.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.84$0.90$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.77$0.36$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$78,199
Mission and Program Overview

Mission

Posed the question to former treasurer

Financial insurance trade association

Program Services

DescriptionGrantsExpenses
Our Mission is to organize an association of Insurance Agents and/or Brokers whose business is primarily related to marketing various insurance products and services to financial institutions and their customers.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEEANN HOLLISTERPresidentPT$0--
ROBERT URIBETreasurer-$0--
MIKE EWERTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Association of Financial Insurance
EIN
31-1763646
Phone
2244061187
Address
505 MAIN STREET STE 200 PMB 195, NAPERVILLE, IL 60540

Signing Officer

Name
Robert Uribe
Title
Treasurer
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Dyess & Associates APAC
Address
851 PARK AVENUE, MANDEVILLE, LA 70448
Preparer
Tony W Dyess CPA
Phone
9856245544
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $330”

Other Expenses.1007

“Conferences, Conventions, and Meetings $25170”

Other Expenses.1012

“Insurance $3187”

Other Expenses.1

“BANK CHARGES $482”

Other Expenses.2

“SUPPLIES $135”

Raw XML Appendix108 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/PersonNm0ADVANTAGE BOOKKEEPING PROFESSI
IRS990EZ/BooksInCareOfDetail/PhoneNum06304160300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0505 MAIN STREET STE 200 PMB 195
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0142260
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0185312
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020868
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt043052
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05843
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0142260
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0185312
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt078199
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05981
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt051350
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0142260
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0185312
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0142260
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0185312
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEEANN HOLLISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT URIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE EWERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029304
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FINANCIAL INSURANCE TRADE ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our Mission is to organize an association of Insurance Agents and/or Brokers whose business is primarily related to marketing various insurance products and services to financial institutions and their customers.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035147
IRS990EZ/TotalRevenueAmt078199
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0afibsite.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $25170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $3187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES $482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $135
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT URIBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION OF FINANCIAL INSURANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BROKERS
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0311763646
ReturnHeader/Filer/PhoneNum02244061187
ReturnHeader/Filer/USAddress/AddressLine1Txt0505 MAIN STREET STE 200 PMB 195
ReturnHeader/Filer/USAddress/CityNm0NAPERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721227981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dyess & Associates APAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0851 PARK AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANDEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070448
ReturnHeader/PreparerPersonGrp/PhoneNum09856245544
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TONY W DYESS CPA
ReturnHeader/ReturnTs02025-11-06T11:24:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.