Civic Intelligence

Naifa-Columbus

990EZ • Fiscal year 2014 • EIN 31-4401497

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 16, 2014

Organization ProfileWWW.NAIFA-COLUMBUS.ORG
PO Box 44843035

(740) 879-4456

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

40th percentile

-0.2%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

41st percentile

-0.7%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

69th percentile

11%

Faster revenue growth than 69% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$30,434

Down $201 (-0.7%) from 2013

Net Assets

Down

$30,434

Down $201 (-0.7%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Up

$107,574

Up $10,986 (+11%) from 2013

Expenses

Up

$107,775

Up $8,092 (+8.1%) from 2013

Net Income

Up

-$201

Up $2,894 (+94%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2014

Assets$30,434
Liabilities-
Net Assets$30,434
Open 2014 Filing

Operations Trend

Revenue Growth69th 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

2014

Revenue$107,574
Expenses$107,775
Net Income-$201
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 16, 2014
Return Version
2013v3.1
Gross Receipts
$107,574
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.

Program Services

DescriptionGrantsExpenses
SUPPORT, MAINTAIN, AND ADVANCE AGENT'S AND PUBLIC'S KNOWLEDGE OF LIFE INSURANCE UNDERWRITERS - AND PROMOTE HIGHER ETHICAL CONDUCT IN THE LIFE INSURANCE BUSINESS.--
HELD MONTHLY MEETINGS TO SUPPORT, MAINTAIN, AND ADVANCE AGENT'S KNOWLEDGE OF THE BUSINESS OF LIFE INSURANCE, FOR APPROXIMATELY 125 MEMBERS.--
PROVIDED CONTINUING EDUCATION CLASSES SERVICING BETWEEN 10 - 100 MEMBERS; SENT INFORMATIONAL LIFE INSURANCE NEWSLETTER TEN TIMES PER YEAR TO APPROX. 125 MEMBERS.--
TO SUPPORT AND ADVANCE INSURANCE AGENT'S KNOWLEDGE.--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHON E BERNIGERVice Preside-$0--
JOHN BARBERImmediate Pa-$0--
DUANE BORCHERDINGPresident-$0--
THOMAS G KRACHSecretary/Tr-$0--
NATALIE LETNERPresident-El-$0--
Filing and Contact Details

Filer

EIN
31-4401497
Phone
7408794456

Signing Officer

Name
Duane Borcherding
Title
President
Phone
7408794456
Signed
2014-10-16

Preparer

Preparer
Mark P Murphy
Phone
6144593182
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Dennis clark cancer chair james cancer hospital 310 w 10 avenue 11,000 0 columbus, oh 43210 0”

Form 990-ez, Part I, Line 16

“Expenses office 2,177 conferences/meetings 62,427 insurance 1,663 awards / memorium 675 spec programs/cont. Educa 2,024 publications & web expens 2,150 total 71,116”

Form 990-ez, Part III

“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.”

Form 990-ez, Part III, Line 31

“To support and advance insurance agent's knowledge.”

Raw XML Appendix114 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/CompensationExplanationGrp/PersonNm0JONATHON E BERNIGER
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOHN BARBER
CompensationExplanation/CompensationExplanationGrp/PersonNm2DUANE BORCHERDING
CompensationExplanation/CompensationExplanationGrp/PersonNm3THOMAS G KRACH
CompensationExplanation/CompensationExplanationGrp/PersonNm4NATALIE LETNER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RENAE DAVIES
IRS990EZ/BooksInCareOfDetail/PhoneNum06147668472
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 448
IRS990EZ/BooksInCareOfDetail/USAddress/City0LEWIS CENTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode043035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030635
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030434
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01340
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-201
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0675
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030635
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030434
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011000
IRS990EZ/GrossReceiptsAmt0107574
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0976
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021242
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030635
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030434
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030635
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030434
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JONATHON E BERNIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN BARBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DUANE BORCHERDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS G KRACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NATALIE LETNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT-EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt071116
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/ProgramServiceRevenueAmt084016
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT, MAINTAIN, AND ADVANCE AGENT'S AND PUBLIC'S KNOWLEDGE OF LIFE INSURANCE UNDERWRITERS - AND PROMOTE HIGHER ETHICAL CONDUCT IN THE LIFE INSURANCE BUSINESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HELD MONTHLY MEETINGS TO SUPPORT, MAINTAIN, AND ADVANCE AGENT'S KNOWLEDGE OF THE BUSINESS OF LIFE INSURANCE, FOR APPROXIMATELY 125 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED CONTINUING EDUCATION CLASSES SERVICING BETWEEN 10 - 100 MEMBERS; SENT INFORMATIONAL LIFE INSURANCE NEWSLETTER TEN TIMES PER YEAR TO APPROX. 125 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3TO SUPPORT AND ADVANCE INSURANCE AGENT'S KNOWLEDGE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024984
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0107775
IRS990EZ/TotalRevenueAmt0107574
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NAIFA-COLUMBUS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DENNIS CLARK CANCER CHAIR JAMES CANCER HOSPITAL 310 W 10 AVENUE 11,000 0 COLUMBUS, OH 43210 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 2,177 CONFERENCES/MEETINGS 62,427 INSURANCE 1,663 AWARDS / MEMORIUM 675 SPEC PROGRAMS/CONT. EDUCA 2,024 PUBLICATIONS & WEB EXPENS 2,150 TOTAL 71,116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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/SupplementalInformationDetail/ExplanationTxt3TO SUPPORT AND ADVANCE INSURANCE AGENT'S KNOWLEDGE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DUANE BORCHERDING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07408794456
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10NAIFA-COLUMBUS
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0314401497
ReturnHeader/Filer/PhoneNum07408794456
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 448
ReturnHeader/Filer/USAddress/City0LEWIS CENTER
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043035
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311401523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MARK P MURPHY & ASSOCIATES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101051 OLD HENDERSON RD STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode043220
ReturnHeader/PreparerPersonGrp/PhoneNum06144593182
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK P MURPHY
ReturnHeader/ReturnTs02014-11-10T08:07:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,434
Liabilities
-
Net assets
$30,434
Revenue
$107,574
Expenses
$107,775
Net income
-$201
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