Civic Intelligence

Naifa Illinois

990 • Fiscal year 2016 • EIN 37-0345280

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 2016

Organization ProfileWWW.NAIFA-IL.COM
60 Adloff LaneSpringfield, IL 62703

(217) 529-0126

Siviq Scores

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

Liabilities / Assets

84th percentile

0.27x

Higher debt load relative to assets than 84% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.22x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

20th percentile

-12%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$78,182

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets84th percentile

Assets

$295,950

No earlier filing loaded for comparison.

Net Assets

$217,309

No earlier filing loaded for comparison.

Liabilities

$78,641

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin20th percentile

Revenue

$352,287

No earlier filing loaded for comparison.

Expenses

$393,460

No earlier filing loaded for comparison.

Net Income

-$41,173

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2016: $295,950Liabilities 2016: $78,641Net Assets 2016: $217,3092016Assets 2017: $236,727Liabilities 2017: $77,006Net Assets 2017: $159,7212017Assets 2018: $261,228Liabilities 2018: $48,168Net Assets 2018: $213,0602018Assets 2019: $471,702Liabilities 2019: $40,448Net Assets 2019: $431,2542019Assets 2020: $440,501Liabilities 2020: $37,483Net Assets 2020: $403,0182020Assets 2021: $459,679Liabilities 2021: $40,367Net Assets 2021: $419,3122021Assets 2022: $482,755Liabilities 2022: $30,927Net Assets 2022: $451,8282022Assets 2023: $479,983Liabilities 2023: $23,613Net Assets 2023: $456,3702023Assets 2024: $498,584Liabilities 2024: $27,875Net Assets 2024: $470,7092024

Highlighted filing

2016

Assets$295,950
Liabilities$78,641
Net Assets$217,309
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2016: $352,287Expenses 2016: $393,460Net Income 2016: -$41,1732016Revenue 2017: $277,893Expenses 2017: $335,481Net Income 2017: -$57,5882017Revenue 2018: $282,891Expenses 2018: $229,552Net Income 2018: $53,3392018Revenue 2019: $473,596Expenses 2019: $255,402Net Income 2019: $218,1942019Revenue 2020: $240,551Expenses 2020: $231,427Net Income 2020: $9,1242020Revenue 2021: $221,487Expenses 2021: $205,193Net Income 2021: $16,2942021Revenue 2022: $241,163Expenses 2022: $208,647Net Income 2022: $32,5162022Revenue 2023: $221,825Expenses 2023: $217,283Net Income 2023: $4,5422023Revenue 2024: $236,852Expenses 2024: $222,513Net Income 2024: $14,3392024

Highlighted filing

2016

Revenue$352,287
Expenses$393,460
Net Income-$41,173
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$352,287
Mission and Program Overview

Mission

To advocate legislative awareness and involvement, facilitate professional growth, and provide leadership development opportunities to licensed providers of financial products and services.

To give members from insurance and financial advisory professions educational support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$198,210$142,294▼ $55,916
Land, Buildings, and Equipment, Net$96,997$91,268▼ $5,729
Cash and Non-Interest-Bearing Accounts$35,178$47,976▲ $12,798
Prepaid Expenses and Deferred Charges$9,689$12,395▲ $2,706
Accounts Receivable$304$2,017▲ $1,713
Total Assets$340,378$295,950▼ $44,428
Liabilities
Deferred Revenue$62,467$52,410▼ $10,057
Other Liabilities$12,832$13,275▲ $443
Accounts Payable and Accrued Expenses$6,597$12,956▲ $6,359
Total Liabilities$81,896$78,641▼ $3,255
Net Assets / Fund Balance
Unrestricted Net Assets$258,482$217,309▼ $41,173
Total Net Assets Fund Balance$258,482$217,309▼ $41,173
Total Liabilities and Net Assets / Fund Balance$340,378$295,950▼ $44,428

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$23,245$153,862$177,107
Land$66,334-$66,334
Equipment$1,689$55,687$57,376
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sara E DecatoireExecutive Vice PresidentFT$75,878$2,304$78,182

Board Members and Trustees

NameTitle
Eric EkstromPast President
Mark a TanPresident
Adam a SolanoPresident- Elect
John M WilliamsDirector, Apic
Rachel R JohnsonDirector, Yat
Carl ZeidlerIfapac/health Director
Camille TanMembership Director
Tim IppelMembership Director
James KeenanPrograms Director
Bruce KnoppNational Committeeperson
Jeff KeicherSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$307,149
Program Service Revenue
$34,282
Investment Income
$2,298
Other Revenue
$8,558
Change in Net Assets
$-41,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,417
Salaries, Compensation, and Employee Benefits$167,043
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$96,407
Current Officers, Directors, Trustees, and Key Employees---$76,787
Other Salaries and Wages---$74,176
Fees for Services Lobbying---$28,000
Insurance---$23,696
Fees for Services Accounting---$22,200
Payroll Taxes---$11,744
Depreciation Depletion---$5,729
Pension Plan Contributions---$4,336
Other Expenses---$2,028
Office Expenses---$1,533
All Other Expenses---$1,115
Travel---$762
Total Functional Expenses$0$0$0$393,460
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$35,917
Current Year Nondeductible Lobbying and Political Cost$28,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$13,275
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members who are in the profession of insurance and financial advisors.”

Form 990, Part VI, Section A, Line 7A

“The nominating committee, comprised of current members, presents nominated candidates to the board. The delegates council then votes on the new members.”

Form 990, Part VI, Section B, Line 11

“The organization provides a copy of the of the 990 to the finance committee prior to filing the tax return.”

Form 990, Part VI, Section B, Line 12C

“Annually, each board member and employee are required to complete a conflict of interest statement and submit it to the board of directors.”

Form 990, Part VI, Section B, Line 15A

“Annually, the executive committee determined the compensation of the executive director.”

Form 990, Part VI, Section C, Line 19

“The association makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Naifa Illinois
EIN
37-0345280
Phone
2175290126
Address
60 ADLOFF LANE, SPRINGFIELD, IL 62703

Signing Officer

Name
Sara Decatoire
Title
Executive Vice President
Phone
2175290126
Signed
2016-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Decatoire
Formed
1997
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
4
Volunteers
0

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
1000 MYERS BUILDING, SPRINGFIELD, IL 62701
Preparer
Kathleen O Ward
Phone
2177890960
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a finance committee that assumes responsibility for the oversight of the review of the selection of the independent accountants.”

Financial Statement Notes

PART X, LINE 2:

“The association and foundation have recognized in the financial statements the effects of all tax positions and continually evaluate expiring statutes of limitations, audits, changes in tax law and new authoritative rulings. The association and foundation are not aware of any circumstances or events that make it reasonably possible that unrecognized tax benefits may increase or decrease within 12 months of the statement of financial position date. Penalties and interest assessed by taxing authorities are included in the provision for income taxes, if applicable. There were no interest or penalties paid during 2016 and 2015.”

Raw XML AppendixShowing 400 of 418 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06597
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012956
IRS990/AccountsReceivableGrp/BOYAmt0304
IRS990/AccountsReceivableGrp/EOYAmt02017
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO GIVE MEMBERS FROM INSURANCE AND FINANCIAL ADVISORY PROFESSIONS EDUCATIONAL SUPPORT.
IRS990/AllOtherExpensesGrp/TotalAmt01115
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SARA DECATOIRE
IRS990/BooksInCareOfDetail/PhoneNum02175290126
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt060 ADLOFF LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd062703
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt035178
IRS990/CashNonInterestBearingGrp/EOYAmt047976
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt076787
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt096407
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0307149
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02298
IRS990/CYOtherExpensesAmt0226417
IRS990/CYOtherRevenueAmt08558
IRS990/CYProgramServiceRevenueAmt034282
IRS990/CYRevenuesLessExpensesAmt0-41173
IRS990/CYSalariesCompEmpBnftPaidAmt0167043
IRS990/CYTotalExpensesAmt0393460
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0352287
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt062467
IRS990/DeferredRevenueGrp/EOYAmt052410
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt05729
IRS990/Desc0EXPENSES RELATED TO THE EDUCATION AND DEVELOPMENT OF THE ASSOCIATION'S MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0298711
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt022200
IRS990/FeesForServicesLobbyingGrp/TotalAmt028000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt72304
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0CAMILLE TAN
IRS990/Form990PartVIISectionAGrp/PersonNm1BRUCE KNOPP
IRS990/Form990PartVIISectionAGrp/PersonNm2TIM IPPEL
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES KEENAN
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN M WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm5RACHEL R JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm6CARL ZEIDLER
IRS990/Form990PartVIISectionAGrp/PersonNm7SARA E DECATOIRE
IRS990/Form990PartVIISectionAGrp/PersonNm8ADAM A SOLANO
IRS990/Form990PartVIISectionAGrp/PersonNm9JEFF KEICHER
IRS990/Form990PartVIISectionAGrp/PersonNm10ERIC EKSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm11MARK A TAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt775878
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBERSHIP DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1NATIONAL COMMITTEEPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBERSHIP DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PROGRAMS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR, APIC
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR, YAT
IRS990/Form990PartVIISectionAGrp/TitleTxt6IFAPAC/HEALTH DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT- ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0352287
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt023696
IRS990/InvestmentIncomeGrp/ExclusionAmt02298
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02298
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0209549
IRS990/LandBldgEquipBasisNetGrp/BOYAmt096997
IRS990/LandBldgEquipBasisNetGrp/EOYAmt091268
IRS990/LandBldgEquipCostOrOtherBssAmt0300817
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0307149
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ADVOCATE LEGISLATIVE AWARENESS AND INVOLVEMENT, FACILITATE PROFESSIONAL GROWTH, AND PROVIDE LEADERSHIP DEVELOPMENT OPPORTUNITIES TO LICENSED PROVIDERS OF FINANCIAL PRODUCTS AND SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0258482
IRS990/NetAssetsOrFundBalancesEOYAmt0217309
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt01533
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BUILDING EXPENSE
IRS990/OtherExpensesGrp/Desc1TELEPHONE EXPENSE
IRS990/OtherExpensesGrp/Desc2COMPUTER EXPENSE
IRS990/OtherExpensesGrp/Desc3EQUIPMENT EXPENSE
IRS990/OtherExpensesGrp/TotalAmt022041
IRS990/OtherExpensesGrp/TotalAmt111920
IRS990/OtherExpensesGrp/TotalAmt210986
IRS990/OtherExpensesGrp/TotalAmt32028
IRS990/OtherLiabilitiesGrp/BOYAmt012832
IRS990/OtherLiabilitiesGrp/EOYAmt013275
IRS990/OtherRevenueMiscGrp/BusinessCd0611430
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08558
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08558
IRS990/OtherRevenueTotalAmt08558
IRS990/OtherSalariesAndWagesGrp/TotalAmt074176
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt011744
IRS990/PensionPlanContributionsGrp/TotalAmt04336
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09689
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012395
IRS990/PrincipalOfficerNm0SARA DECATOIRE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt034282
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt034282
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0355959
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02181
IRS990/PYOtherExpensesAmt0256521
IRS990/PYOtherRevenueAmt014730
IRS990/PYProgramServiceRevenueAmt035265
IRS990/PYRevenuesLessExpensesAmt0-21945
IRS990/PYSalariesCompEmpBnftPaidAmt0173559
IRS990/PYTotalExpensesAmt0430080
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0408135
IRS990/ReconcilationRevenueExpnssAmt0-41173
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt042840
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0198210
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0142294
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt026881
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/CarriedOverAmt09036
IRS990ScheduleC/DuesAssessmentsAmt0307149
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt07917
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt028000
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt035917
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt023245
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0153862
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0177107
IRS990ScheduleD/EquipmentGrp/BookValueAmt01689
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055687
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt057376
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt066334
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt066334
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013275
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION AND FOUNDATION HAVE RECOGNIZED IN THE FINANCIAL STATEMENTS THE EFFECTS OF ALL TAX POSITIONS AND CONTINUALLY EVALUATE EXPIRING STATUTES OF LIMITATIONS, AUDITS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE ASSOCIATION AND FOUNDATION ARE NOT AWARE OF ANY CIRCUMSTANCES OR EVENTS THAT MAKE IT REASONABLY POSSIBLE THAT UNRECOGNIZED TAX BENEFITS MAY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE STATEMENT OF FINANCIAL POSITION DATE. PENALTIES AND INTEREST ASSESSED BY TAXING AUTHORITIES ARE INCLUDED IN THE PROVISION FOR INCOME TAXES, IF APPLICABLE. THERE WERE NO INTEREST OR PENALTIES PAID DURING 2016 AND 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt091268
IRS990ScheduleD/TotalLiabilityAmt013275
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS WHO ARE IN THE PROFESSION OF INSURANCE AND FINANCIAL ADVISORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE NOMINATING COMMITTEE, COMPRISED OF CURRENT MEMBERS, PRESENTS NOMINATED CANDIDATES TO THE BOARD. THE DELEGATES COUNCIL THEN VOTES ON THE NEW MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES A COPY OF THE OF THE 990 TO THE FINANCE COMMITTEE PRIOR TO FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUALLY, EACH BOARD MEMBER AND EMPLOYEE ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT AND SUBMIT IT TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY, THE EXECUTIVE COMMITTEE DETERMINED THE COMPENSATION OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE REVIEW OF THE SELECTION OF THE INDEPENDENT ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NAIFA ILLINOIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NAIFA ILLINOIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NAIFA ILLINOIS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1NAIFA GREATER IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0371368912
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1473733254
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE SCHOLARSHIPS TO COLLEGES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE MEMBER SERVICES TO SMALL LOCAL CHAPTERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt060 ADLOFF LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt160 ADLOFF LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SPRINGFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SPRINGFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd062703
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd162703
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0340378
IRS990/TotalAssetsEOYAmt0295950
IRS990/TotalAssetsGrp/BOYAmt0340378
IRS990/TotalAssetsGrp/EOYAmt0295950
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0307149
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0393460
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt081896
IRS990/TotalLiabilitiesEOYAmt078641
IRS990/TotalLiabilitiesGrp/BOYAmt081896
IRS990/TotalLiabilitiesGrp/EOYAmt078641
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0258482
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0217309
IRS990/TotalOtherCompensationAmt02304
IRS990/TotalProgramServiceExpensesAmt0298711
IRS990/TotalProgramServiceRevenueAmt034282
IRS990/TotalReportableCompFromOrgAmt075878
IRS990/TotalRevenueGrp/ExclusionAmt02298
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042840
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0352287
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0340378
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0295950
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0762
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0258482
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0217309
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt060 ADLOFF LANE
IRS990/USAddress/CityNm0SPRINGFIELD
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062703
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.NAIFA-IL.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA DECATOIRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02175290126
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA ILLINOIS
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0370345280
ReturnHeader/Filer/PhoneNum02175290126

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$295,950
Liabilities
$78,641
Net assets
$217,309
Revenue
$352,287
Expenses
$393,460
Net income
-$41,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.28$4.71$2.37$2.23$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.80$0.24$4.56$2.22$2.17$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.83$0.31$4.52$2.41$2.09$0.33
2021Detailed filing. Detailed filing data is available for this year.$4.60$0.40$4.19$2.21$2.05$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.41$0.37$4.03$2.41$2.31$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.72$0.40$4.31$4.74$2.55$2.18
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.48$2.13$2.83$2.30$0.53
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.77$1.60$2.78$3.35$0.58
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.79$2.17$3.52$3.93$0.41