Civic Intelligence

Naifa Illinois

990 • Fiscal year 2019 • EIN 37-0345280

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 18, 2019

Organization ProfileWWW.NAIFA-IL.COM
PO Box 13365Springfield, IL 62791-3365

(217) 529-0126

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.09x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.09x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

96th percentile

46%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

94th percentile

81%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

67%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$471,702

Up $210,474 (+81%) from 2018

Net Assets

Up

$431,254

Up $218,194 (+102%) from 2018

Liabilities

Down

$40,448

Down $7,720 (-16%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin96th percentile

Revenue

Up

$473,596

Up $190,705 (+67%) from 2018

Expenses

Up

$255,402

Up $25,850 (+11%) from 2018

Net Income

Up

$218,194

Up $164,855 (+309%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2019

Assets$471,702
Liabilities$40,448
Net Assets$431,254
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

2019

Revenue$473,596
Expenses$255,402
Net Income$218,194
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 18, 2019
Return Version
2018v3.1
Gross Receipts
$473,596
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
Cash and Non-Interest-Bearing Accounts$180,107$392,579▲ $212,472
Savings and Temporary Cash Investments$76,217$77,356▲ $1,139
Prepaid Expenses and Deferred Charges$4,269$1,679▼ $2,590
Accounts Receivable$635$88▼ $547
Total Assets$261,228$471,702▲ $210,474
Liabilities
Deferred Revenue$40,660$26,683▼ $13,977
Accounts Payable and Accrued Expenses$7,508$13,765▲ $6,257
Total Liabilities$48,168$40,448▼ $7,720
Net Assets / Fund Balance
Unrestricted Net Assets$213,060$431,254▲ $218,194
Total Net Assets Fund Balance$213,060$431,254▲ $218,194
Total Liabilities and Net Assets / Fund Balance$261,228$471,702▲ $210,474
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Tim FoleyApic & Health Chair
Trina BrownMembership Chair
Art HayesMembership Co-chair
Leslie AndersonProf. Dev. & Programs Co-chair
Vicki BishopProf. Dev. & Programs Co-chair
Adam a SolanoImmediate Past President
Carl ZeidlerPresident
Brian HeckertPresident-elect
Sara E DecatoireExecutive Vice President/m
Dennis DeanGovernment Relations
Bruce KnoppNational Committeeperson
Camille TanSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$458,651
Program Service Revenue
$8,716
Investment Income
$2,433
Other Revenue
$3,796
All Other Contributions
$236,070
Change in Net Assets
$218,194
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$255,402
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$143,120
Conferences and Meetings---$43,275
Fees for Services Lobbying---$25,000
Fees for Services Accounting---$19,600
Other Expenses---$1,191
All Other Expenses---$888
Office Expenses---$594
Total Functional Expenses$0$0$0$255,402
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$34,266
Current Year Nondeductible Lobbying and Political Cost$25,000
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 11B

“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
PO BOX 13365, SPRINGFIELD, IL 62791-3365

Signing Officer

Name
Sara Decatoire
Title
Executive Vice President
Phone
2175290126
Signed
2019-11-18
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
0
Volunteers
0

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
3200 ROBBINS ROAD STE 200A, SPRINGFIELD, IL 62704
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 has 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 is 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 2019 and 2018.”

Raw XML AppendixShowing 400 of 417 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/BOYAmt07508
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013765
IRS990/AccountsReceivableGrp/BOYAmt0635
IRS990/AccountsReceivableGrp/EOYAmt088
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO GIVE MEMBERS FROM INSURANCE AND FINANCIAL ADVISORY PROFESSIONS EDUCATIONAL SUPPORT.
IRS990/AllOtherContributionsAmt0236070
IRS990/AllOtherExpensesGrp/TotalAmt0888
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SARA DECATOIRE
IRS990/BooksInCareOfDetail/PhoneNum02175290126
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 13365
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0627913365
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0180107
IRS990/CashNonInterestBearingGrp/EOYAmt0392579
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt043275
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0458651
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02433
IRS990/CYOtherExpensesAmt0255402
IRS990/CYOtherRevenueAmt03796
IRS990/CYProgramServiceRevenueAmt08716
IRS990/CYRevenuesLessExpensesAmt0218194
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0255402
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0473596
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt040660
IRS990/DeferredRevenueGrp/EOYAmt026683
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EXPENSES RELATED TO THE EDUCATION AND DEVELOPMENT OF THE ASSOCIATION'S MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0255402
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt019600
IRS990/FeesForServicesLobbyingGrp/TotalAmt025000
IRS990/FeesForServicesManagementGrp/TotalAmt0143120
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/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
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/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0LESLIE ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1BRUCE KNOPP
IRS990/Form990PartVIISectionAGrp/PersonNm2ART HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm3DENNIS DEAN
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM FOLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5TRINA BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm6VICKI BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm7CAMILLE TAN
IRS990/Form990PartVIISectionAGrp/PersonNm8SARA E DECATOIRE
IRS990/Form990PartVIISectionAGrp/PersonNm9ADAM A SOLANO
IRS990/Form990PartVIISectionAGrp/PersonNm10CARL ZEIDLER
IRS990/Form990PartVIISectionAGrp/PersonNm11BRIAN HECKERT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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/TitleTxt0PROF. DEV. & PROGRAMS CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1NATIONAL COMMITTEEPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBERSHIP CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3GOVERNMENT RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt4APIC & HEALTH CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBERSHIP CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PROF. DEV. & PROGRAMS CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE VICE PRESIDENT/M
IRS990/Form990PartVIISectionAGrp/TitleTxt9IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT-ELECT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0473596
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02433
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02433
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0222581
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/NetAssetsOrFundBalancesBOYAmt0213060
IRS990/NetAssetsOrFundBalancesEOYAmt0431254
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0594
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LOCAL AFFILIATE EXPENSE
IRS990/OtherExpensesGrp/Desc1COMPUTER EXPENSE
IRS990/OtherExpensesGrp/Desc2TELEPHONE EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt014991
IRS990/OtherExpensesGrp/TotalAmt14435
IRS990/OtherExpensesGrp/TotalAmt22308
IRS990/OtherExpensesGrp/TotalAmt31191
IRS990/OtherRevenueMiscGrp/BusinessCd0611430
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03796
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03796
IRS990/OtherRevenueTotalAmt03796
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04269
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01679
IRS990/PrincipalOfficerNm0SARA DECATOIRE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08716
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08716
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0214081
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt043722
IRS990/PYOtherExpensesAmt0113755
IRS990/PYOtherRevenueAmt011052
IRS990/PYProgramServiceRevenueAmt014036
IRS990/PYRevenuesLessExpensesAmt053339
IRS990/PYSalariesCompEmpBnftPaidAmt0115797
IRS990/PYTotalExpensesAmt0229552
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0282891
IRS990/ReconcilationRevenueExpnssAmt0218194
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012512
IRS990/SavingsAndTempCashInvstGrp/BOYAmt076217
IRS990/SavingsAndTempCashInvstGrp/EOYAmt077356
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AggregateReportedDuesNtcAmt024731
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/CarriedOverAmt09535
IRS990ScheduleC/DuesAssessmentsAmt0222581
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt09266
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt025000
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt034266
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS 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 IS 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 2019 AND 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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 11B
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/GiftGrntCapContriFromOthOrgInd01
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/AddressLine1Txt0PO BOX 13365
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 13365
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SPRINGFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SPRINGFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0627913365
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1627913365
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0109157
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NAIFA GREATER ILLINOIS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0261228
IRS990/TotalAssetsEOYAmt0471702
IRS990/TotalAssetsGrp/BOYAmt0261228
IRS990/TotalAssetsGrp/EOYAmt0471702
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0458651
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0255402
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt048168
IRS990/TotalLiabilitiesEOYAmt040448
IRS990/TotalLiabilitiesGrp/BOYAmt048168
IRS990/TotalLiabilitiesGrp/EOYAmt040448
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0213060
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0431254
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0255402
IRS990/TotalProgramServiceRevenueAmt08716
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02433
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012512
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0473596
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0261228
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0471702
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0213060
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0431254
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 13365
IRS990/USAddress/CityNm0SPRINGFIELD
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd0627913365
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.NAIFA-IL.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA DECATOIRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02175290126
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA ILLINOIS
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0370345280
ReturnHeader/Filer/PhoneNum02175290126
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 13365
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0627913365
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00EE8FFED8A3D4EE750772A3ACA39AB441DB52FA5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.234.166.214

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,702
Liabilities
$40,448
Net assets
$431,254
Revenue
$473,596
Expenses
$255,402
Net income
$218,194
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