Liabilities / Assets
79th percentile
Higher debt load relative to assets than 79% of similar nonprofits.
National Association of Insurance
EIN 36-0896025 • 501(c)6 • Chicago, IL
Profile
The mission of the national association of insurance and 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. With around 650 members, the primary purpose of the organization is to represent underwriting agents and to provide leadership through education and legislative action that improves the business environment for the members, enhances professionalism, and improves the services provided to the public.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.15x
Liabilities / Revenue
83rd percentile
Higher debt load relative to revenue than 83% of similar nonprofits.
Net Margin
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$114,190
No earlier filing loaded for comparison.
Liabilities
$17,351
No earlier filing loaded for comparison.
Net Assets
$96,839
No earlier filing loaded for comparison.
Revenue
$98,146
No earlier filing loaded for comparison.
Expenses
$104,854
No earlier filing loaded for comparison.
Net Income
-$6,708
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $114,190
- Liabilities
- $17,351
- Net assets
- $96,839
- Revenue
- $98,146
- Expenses
- $104,854
- Net income
- -$6,708
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- Jan 19, 2016
- Return Version
- 2014v6.0
- Gross Receipts
- $98,146
Mission and Program Overview
Mission
The mission of the national association of insurance and 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. With around 650 members, the primary purpose of the organization is to represent underwriting agents and to provide leadership through education and legislative action that improves the business environment for the members, enhances professionalism, and improves the services provided to the public.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE ORGANIZATION PROVIDES VARIOUS EDUCATIONAL MEETINGS, SEMINARS, AND PROGRAMS THROUGHOUT THE YEAR FOR ITS MEMBERS. | - | $43,312 |
| THE ORGANIZATION MAKES PAYMENTS TO STATE AND NATIONAL ORGANIZATIONS FOR VARIOUS REASONS RELATED TO THE MISSION OF THE ORGANIZATION. | - | $1,750 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DAVID NELSON | Past Preside | - | $0 | - | - |
| JENNIFER VIGON | President | - | $0 | - | - |
| TRINA BROWN | 1st Vice Pre | - | $0 | - | - |
| MICHAEL LACEY | Director | - | $0 | - | - |
| NIKON PASCUAL | Director | - | $0 | - | - |
| NICK ECONOMOS | Director | - | $0 | - | - |
| CAROLYN MURRAY | Director | - | $0 | - | - |
| JOHN GREENE | Director | - | $0 | - | - |
| HOWARD BERGER | Natl Committ | - | $0 | - | - |
| TIM FOLEY | Secretary/Tr | - | $0 | - | - |
| FRANCIS HAILAMARIAM | Director | - | $0 | - | - |
| NATE MCCARDELL | Director | - | $0 | - | - |
| PATRICK WALSH | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- National Association of Insurance
- EIN
- 36-0896025
- Phone
- 8475870282
- Address
- 2550 N LAKEVIEW S704, CHICAGO, IL 60614
Signing Officer
- Name
- Jennifer Vigon
- Title
- President
- Phone
- 8475870282
- Signed
- 2016-01-19
Preparer
- Firm
- Bass Solomon & Dowell Llp
- Address
- 520 NORTH HICKS ROAD SUITE 120, PALATINE, IL 60067
- Preparer
- Gregory S Dowell
- Phone
- 8479340300
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses awards & prizes 938 continuing education 503 contributions 2,310 education 1,750 insurance 968 legislative meeting 1,374 management fees 50,000 marketing 300 membership expenses 15,706 miscellaneous expenses 600 office expenses 74 supplies 238 speakers 11,201 summit 534 telephone 1,649 travel & entertainment 410 total 88,555”
Form 990-ez, Part II, Line 26
“Deferred revenue 21,208 17,351”
Form 990-ez, Part III
“The mission of the national association of insurance and 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. With around 650 members, the primary purpose of the organization is to represent underwriting agents and to provide leadership through education and legislative action that improves the business environment for the members, enhances professionalism, and improves the services provided to the public.”
Raw XML Appendix144 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.
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| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 114190 |
| IRS990EZ/GrossReceiptsAmt | 0 | 98146 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 8 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 69654 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 103547 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 96839 |
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| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 96839 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DAVID NELSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JENNIFER VIGON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | TRINA BROWN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MICHAEL LACEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | NIKON PASCUAL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | NICK ECONOMOS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | CAROLYN MURRAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JOHN GREENE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | HOWARD BERGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | TIM FOLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | FRANCIS HAILAMARIAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | NATE MCCARDELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | PATRICK WALSH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | 1ST VICE PRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | NATL COMMITT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | SECRETARY/TR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 88555 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE MISSION OF THE NATIONAL ASSOCIATION OF INSURANCE AND 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. WITH AROUND 650 MEMBERS, THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO REPRESENT UNDERWRITING AGENTS AND TO PROVIDE LEADERSHIP THROUGH EDUCATION AND LEGISLATIVE ACTION THAT IMPROVES THE BUSINESS ENVIRONMENT FOR THE MEMBERS, ENHANCES PROFESSIONALISM, AND IMPROVES THE SERVICES PROVIDED TO THE PUBLIC. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2378 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 28484 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE ORGANIZATION PROVIDES VARIOUS EDUCATIONAL MEETINGS, SEMINARS, AND PROGRAMS THROUGHOUT THE YEAR FOR ITS MEMBERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | THE ORGANIZATION MAKES PAYMENTS TO STATE AND NATIONAL ORGANIZATIONS FOR VARIOUS REASONS RELATED TO THE MISSION OF THE ORGANIZATION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 43312 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 1750 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 21208 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 17351 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 104854 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 45062 |
| IRS990EZ/TotalRevenueAmt | 0 | 98146 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NAIFACHICAGO.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES AWARDS & PRIZES 938 CONTINUING EDUCATION 503 CONTRIBUTIONS 2,310 EDUCATION 1,750 INSURANCE 968 LEGISLATIVE MEETING 1,374 MANAGEMENT FEES 50,000 MARKETING 300 MEMBERSHIP EXPENSES 15,706 MISCELLANEOUS EXPENSES 600 OFFICE EXPENSES 74 SUPPLIES 238 SPEAKERS 11,201 SUMMIT 534 TELEPHONE 1,649 TRAVEL & ENTERTAINMENT 410 TOTAL 88,555 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DEFERRED REVENUE 21,208 17,351 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE MISSION OF THE NATIONAL ASSOCIATION OF INSURANCE AND 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. WITH AROUND 650 MEMBERS, THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO REPRESENT UNDERWRITING AGENTS AND TO PROVIDE LEADERSHIP THROUGH EDUCATION AND LEGISLATIVE ACTION THAT IMPROVES THE BUSINESS ENVIRONMENT FOR THE MEMBERS, ENHANCES PROFESSIONALISM, AND IMPROVES THE SERVICES PROVIDED TO THE PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JENNIFER VIGON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8475870282 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-01-19 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NATIONAL ASSOCIATION OF INSURANCE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | AND FINANCIAL ADVISORS-CHICAGO REG |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NATI |
| ReturnHeader/Filer/EIN | 0 | 360896025 |
| ReturnHeader/Filer/PhoneNum | 0 | 8475870282 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2550 N LAKEVIEW S704 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHICAGO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 60614 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 364027344 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BASS SOLOMON & DOWELL LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 520 NORTH HICKS ROAD SUITE 120 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PALATINE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 60067 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8479340300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-01-19 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GREGORY S DOWELL |
| ReturnHeader/ReturnTs | 0 | 2016-01-21T13:11:38-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
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