Civic Intelligence

Naifa-Columbus

990EZ • Fiscal year 2013 • EIN 31-4401497

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 10, 2013

Organization ProfileWWW.NAIFA-COLUMBUS.ORG
PO Box 44843035
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

33rd percentile

-3.2%

Higher net margin than 33% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

22nd percentile

-13%

Faster asset growth than 22% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

93rd percentile

59%

Faster revenue growth than 93% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$30,635

Down $4,437 (-13%) from 2012

Net Assets

Down

$30,635

Down $3,095 (-9.2%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Up

$96,588

Up $35,829 (+59%) from 2012

Expenses

Up

$99,683

Up $36,543 (+58%) from 2012

Net Income

Down

-$3,095

Down $714 (-30%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$40K$30K$20K$10K$0Assets 2011: $36,623Liabilities 2011: $512Net Assets 2011: $36,1112011Assets 2012: $35,072Liabilities 2012: $1,342Net Assets 2012: $33,7302012Assets 2013: $30,635Net Assets 2013: $30,6352013Assets 2014: $30,434Net Assets 2014: $30,4342014Assets 2015: $10,973Net Assets 2015: $10,9732015Assets 2016: $1,188Net Assets 2016: $1,1882016Assets 2017: $8,597Net Assets 2017: $8,5972017Assets 2018: $250Net Assets 2018: $2502018Assets 2019: $570Net Assets 2019: $5702019

Highlighted filing

2013

Assets$30,635
Liabilities-
Net Assets$30,635
Open 2013 Filing

Operations Trend

Revenue Growth93rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $63,446Expenses 2011: $64,747Net Income 2011: -$1,3012011Revenue 2012: $60,759Expenses 2012: $63,140Net Income 2012: -$2,3812012Revenue 2013: $96,588Expenses 2013: $99,683Net Income 2013: -$3,0952013Revenue 2014: $107,574Expenses 2014: $107,775Net Income 2014: -$2012014Revenue 2015: $107,839Expenses 2015: $127,300Net Income 2015: -$19,4612015Revenue 2016: $112,155Expenses 2016: $121,940Net Income 2016: -$9,7852016Revenue 2017: $90,902Expenses 2017: $83,493Net Income 2017: $7,4092017Revenue 2018: $62,422Expenses 2018: $70,769Net Income 2018: -$8,3472018Revenue 2019: $34,022Expenses 2019: $33,614Net Income 2019: $4082019

Highlighted filing

2013

Revenue$96,588
Expenses$99,683
Net Income-$3,095
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 10, 2013
Return Version
2012v2.3
Mission and Program Overview

Mission

To provide leadership in sustaining and improving the business environment for those engaged in life underwriting and to enhance further the professional skills of those providing life and health insurance and other closely related financial products and services which foster greater financial independence for the public.

Filing and Contact Details

Filer

EIN
31-4401497
Raw XML Appendix121 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
CompensationExplanation/Compensation/PersonName0JONATHON E BERNIGER
CompensationExplanation/Compensation/PersonName1JOHN BARBER
CompensationExplanation/Compensation/PersonName2DUANE BORCHERDING
CompensationExplanation/Compensation/PersonName3LEENA ROSILE
CompensationExplanation/Compensation/PersonName4NATALIE LETNER
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY035072
IRS990EZ/CashSavingsAndInvestments/EOY030635
IRS990EZ/ContributionsGiftsGrantsEtc01166
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-3095
IRS990EZ/FeesAndOthPymtToIndContractors01900
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrantsAndSimilarAmountsPaid012000
IRS990EZ/GrossReceipts096588
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues022326
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY033730
IRS990EZ/NetAssetsOrFundBalancesBOY033730
IRS990EZ/NetAssetsOrFundBalances/EOY030635
IRS990EZ/NetAssetsOrFundBalancesEOY030635
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition0000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition1000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition2000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition3000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition4000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JONATHON E BERNIGER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JOHN BARBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DUANE BORCHERDING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3LEENA ROSILE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4NATALIE LETNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4VICE PRESIDE
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal066783
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE LEADERSHIP IN SUSTAINING AND IMPROVING THE BUSINESS ENVIRONMENT FOR THOSE ENGAGED IN LIFE UNDERWRITING AND TO ENHANCE FURTHER THE PROFESSIONAL SKILLS OF THOSE PROVIDING LIFE AND HEALTH INSURANCE AND OTHER CLOSELY RELATED FINANCIAL PRODUCTS AND SERVICES WHICH FOSTER GREATER FINANCIAL INDEPENDENCE FOR THE PUBLIC.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SUPPORT, MAINTAIN, AND ADVANCE AGENT'S AND PUBLIC'S KNOWLEDGE OF LIFE INSURANCE UNDERWRITERS - AND PROMOTE HIGHER ETHICAL CONDUCT IN THE LIFE INSURANCE BUSINESS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1HELD MONTHLY MEETINGS TO SUPPORT, MAINTAIN, AND ADVANCE AGENT'S KNOWLEDGE OF THE BUSINESS OF LIFE INSURANCE, FOR APPROXIMATELY 125 MEMBERS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2PROVIDED CONTINUING EDUCATION CLASSES SERVICING BETWEEN 10 - 100 MEMBERS; SENT INFORMATIONAL LIFE INSURANCE NEWSLETTER TEN TIMES PER YEAR TO APPROX. 125 MEMBERS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3TO SUPPORT AND ADVANCE INSURANCE AGENT'S KNOWLEDGE.
IRS990EZ/ProgramServiceRevenue073096
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits019000
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY01342
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 448
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0LEWIS CENTER
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OH
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode043035
IRS990EZ/TheBooksAreInCareOf/NamePerson0RENAE DAVIES
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06147668472
IRS990EZ/TotalAssets/BOY035072
IRS990EZ/TotalAssets/EOY030635
IRS990EZ/TotalExpenses099683
IRS990EZ/TotalRevenue096588
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0WWW.NAIFA-COLUMBUS.ORG
IRS990ScheduleO/GeneralExplanation/Explanation0DENNIS CLARK CANCER CHAIR JAMES CANCER HOSPITAL 310 W 10 AVENUE 12,000 0 COLUMBUS, OH 43210 0
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES OFFICE 2,449 INFORMATION TECHNOLOGY 25 CONFERENCES/MEETINGS 50,718 INSURANCE 2,234 AWARDS / MEMORIUM 1,196 SPEC PROGRAMS/CONT. EDUCA 4,499 PUBLICATIONS & WEB EXPENS 5,662 TOTAL 66,783
IRS990ScheduleO/GeneralExplanation/Explanation2CREDIT CARD PAYABLE 1,342 0
IRS990ScheduleO/GeneralExplanation/Explanation3TO PROVIDE LEADERSHIP IN SUSTAINING AND IMPROVING THE BUSINESS ENVIRONMENT FOR THOSE ENGAGED IN LIFE UNDERWRITING AND TO ENHANCE FURTHER THE PROFESSIONAL SKILLS OF THOSE PROVIDING LIFE AND HEALTH INSURANCE AND OTHER CLOSELY RELATED FINANCIAL PRODUCTS AND SERVICES WHICH FOSTER GREATER FINANCIAL INDEPENDENCE FOR THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation4TO SUPPORT AND ADVANCE INSURANCE AGENT'S KNOWLEDGE.
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier3PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier4ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0314401497
ReturnHeader/Filer/Name/BusinessNameLine10NAIFA-COLUMBUS
ReturnHeader/Filer/NameControl0NAIF
ReturnHeader/Filer/Phone07408794456
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 448
ReturnHeader/Filer/USAddress/City0LEWIS CENTER
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043035
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-10-10
ReturnHeader/Officer/Name0JOHN BARBER
ReturnHeader/Officer/Phone07408794456
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-10-28
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MARK P MURPHY & ASSOCIATES CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101051 OLD HENDERSON RD STE A
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0COLUMBUS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode043220
ReturnHeader/Preparer/Name0MARK P MURPHY
ReturnHeader/Preparer/Phone06144593182
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-28T11:16:54-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$30,635
Liabilities
-
Net assets
$30,635
Revenue
$96,588
Expenses
$99,683
Net income
-$3,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.34$0.34$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.62$0.71$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.09$0.91$0.83$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.01$1.12$1.22$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.11$1.08$1.27$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.30$1.08$1.08$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.31$0.97$1.00$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.01$0.34$0.61$0.63$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.01$0.36$0.63$0.65$0.01