Civic Intelligence

Naifa Wisconsin Inc

990 • Fiscal year 2011 • EIN 39-0967153

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 22, 2011

Organization ProfileWWW.NAIFAWISCONSIN.ORG

View Organization Page

22 N Carroll St No 30053703-2798
Siviq Scores

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

Liabilities / Assets

93rd percentile

0.67x

Higher debt load relative to assets than 93% of similar nonprofits.

2011 filings • 501(c)6 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets93rd percentile

Assets

$95,800

No earlier filing loaded for comparison.

Net Assets

$31,472

No earlier filing loaded for comparison.

Liabilities

$64,328

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$227,880

No earlier filing loaded for comparison.

Net Income

-

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.

$100K$50K$0-$50KAssets 2011: $95,800Liabilities 2011: $64,328Net Assets 2011: $31,4722011Assets 2012: $45,932Liabilities 2012: $47,312Net Assets 2012: -$1,3802012Assets 2013: $34,047Liabilities 2013: $49,906Net Assets 2013: -$15,8592013Assets 2014: $29,401Liabilities 2014: $43,565Net Assets 2014: -$14,1642014Assets 2015: $30,042Liabilities 2015: $54,069Net Assets 2015: -$24,0272015Assets 2016: $19,543Liabilities 2016: $44,747Net Assets 2016: -$25,2042016Assets 2017: $16,065Liabilities 2017: $57,206Net Assets 2017: -$41,1412017Assets 2018: $69,441Liabilities 2018: $57,380Net Assets 2018: $12,0612018Assets 2019: $34,748Liabilities 2019: $29,145Net Assets 2019: $5,6032019Assets 2020: $30,105Liabilities 2020: $46,479Net Assets 2020: -$16,3742020Assets 2021: $38,826Liabilities 2021: $36,095Net Assets 2021: $2,7312021Assets 2022: $45,505Liabilities 2022: $26,599Net Assets 2022: $18,9062022Assets 2023: $45,608Liabilities 2023: $24,240Net Assets 2023: $21,3682023Assets 2024: $29,285Liabilities 2024: $24,801Net Assets 2024: $4,4842024

Highlighted filing

2011

Assets$95,800
Liabilities$64,328
Net Assets$31,472
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $227,8802011Revenue 2012: $192,756Expenses 2012: $225,608Net Income 2012: -$32,8522012Revenue 2013: $196,454Expenses 2013: $210,933Net Income 2013: -$14,4792013Revenue 2014: $199,165Expenses 2014: $197,470Net Income 2014: $1,6952014Revenue 2015: $179,366Expenses 2015: $175,274Net Income 2015: $4,0922015Revenue 2016: $182,437Expenses 2016: $183,614Net Income 2016: -$1,1772016Revenue 2017: $161,470Expenses 2017: $180,627Net Income 2017: -$19,1572017Revenue 2018: $188,463Expenses 2018: $180,416Net Income 2018: $8,0472018Revenue 2019: $159,282Expenses 2019: $160,279Net Income 2019: -$9972019Revenue 2020: $116,814Expenses 2020: $138,791Net Income 2020: -$21,9772020Revenue 2021: $97,786Expenses 2021: $78,681Net Income 2021: $19,1052021Revenue 2022: $111,626Expenses 2022: $99,701Net Income 2022: $11,9252022Revenue 2023: $114,825Expenses 2023: $112,363Net Income 2023: $2,4622023Revenue 2024: $96,896Expenses 2024: $113,780Net Income 2024: -$16,8842024

Highlighted filing

2011

Revenue-
Expenses$227,880
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 22, 2011
Return Version
2010v3.4
Gross Receipts
$232,632
Mission and Program Overview

Mission

Advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Major Activities

Activity 2
The association holds continuing education seminars for its members. Two meetings were held during the 2010-2011 fiscal year, including a legislative conference, a long-term care certification seminar, and an association leaders conference. Attendance at these meetings ranged from 50 to more than 500 individuals.
Activity 3
The association electronically distributes a monthly educational newsletter to its members. The newsletter was distributed to approximately 1,100 members during the 2010-2011 fiscal year.
Filing and Contact Details

Filer

EIN
39-0967153
Raw XML AppendixShowing 400 of 410 raw XML fields

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IRS990/Activity2/Description0THE ASSOCIATION HOLDS CONTINUING EDUCATION SEMINARS FOR ITS MEMBERS. TWO MEETINGS WERE HELD DURING THE 2010-2011 FISCAL YEAR, INCLUDING A LEGISLATIVE CONFERENCE, A LONG-TERM CARE CERTIFICATION SEMINAR, AND AN ASSOCIATION LEADERS CONFERENCE. ATTENDANCE AT THESE MEETINGS RANGED FROM 50 TO MORE THAN 500 INDIVIDUALS.
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IRS990/MissionDescription0THE MISSION OF NAIFA WISCONSIN IS TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF OUR MEMBERS.
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IRS990ScheduleO/GeneralExplanation/Explanation0UPON RESIGNATION OF THE ASSOCIATION'S EXECUTIVE VICE PRESIDENT, THE EXECUTIVE COMMITTEE ADVERTISED THE OPENING TO THE NAIFA FEDERATION AND THE GENERAL PUBLIC. TOP APPLICANTS WERE SELECTED AND INTERVIEWED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE THEN PRESENTED ITS RECOMMENDATION TO THE ENTIRE GOVERNING BODY. THE GOVERNING BODY APPROVED HIRING A MANAGEMENT COMPANY, ASSOCIATION MANAGEMENT PARTNERS, LLC, TO FILL THE POSITION OF THE EXECUTIVE VICE PRESIDENT.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ASSOCIATION'S BYLAWS WERE AMENDED TO REFLECT THE MODEL BYLAWS REQUIREMENTS PRESENTED BY THE NATIONAL NAIFA ASSOCIATION. THE BYLAWS WERE ALSO AMENDED TO DELETE A REFERENCE TO A DISSOLVED LOCAL ASSOCIATION AND TO UPDATE COMMITTEE REQUIREMENTS FROM THE NATIONAL NAIFA ASSOCIATION.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ASSOCIATION'S MEMBERSHIP INCLUDES ACTIVE AND ASSOCIATE MEMBERS. ACTIVE MEMBERS CONSIST OF INSURANCE AND FINANCIAL ADVISORS LICENSED TO SELL LIFE, HEALTH, AND/OR PROPERTY-CASUALTY INSURANCE IN EITHER A PERSONAL SALES OR A FIELD MANAGEMENT CAPACITY. ASSOCIATE MEMBERS CONSIST OF ANY PERSON AFFILIATED IN ANY CAPACITY WITH THE HOME OFFICE OR AGENCY OFFICE OF A LIFE INSURANCE COMPANY AND ANY PERSON AFFILIATED IN ANY OTHER CAPACITY WITH ANY OTHER BUSINESS OR PROFESSION RELATED TO THE LIFE INSURANCE BUSINESS.
IRS990ScheduleO/GeneralExplanation/Explanation3REPRESENTATIVES FROM EACH LOCAL ASSOCIATION COMPRISE THE ASSOCIATION'S DELEGATE COUNCIL. THE DELEGATE COUNCIL VOTES ON OFFICER AND REGIONAL DIRECTOR POSITIONS.
IRS990ScheduleO/GeneralExplanation/Explanation4CHANGES TO THE ASSOCIATION'S BYLAWS ARE SUBJECT TO APPROVAL OF THE DELEGATE COUNCIL.
IRS990ScheduleO/GeneralExplanation/Explanation5NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/GeneralExplanation/Explanation6THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL DIRECTORS AND COMMITTEE CHAIRS AT THE BEGINNING OF THEIR TERMS. ALL DIRECTORS AND COMMITTEE CHAIRS ARE EXPECTED TO DISCLOSE ANY CONFLICTS AS THEY ARISE. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION.
IRS990ScheduleO/GeneralExplanation/Explanation7THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990/TheBooksAreInCareOf/AddressUS/City0MADISON
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0537032798
IRS990/TheBooksAreInCareOf/NamePerson0KIM STRIEBEL
IRS990/TheBooksAreInCareOf/TelephoneNumber06082443131
IRS990/TotalAssets/BOY0125476
IRS990/TotalAssetsBOY0125476
IRS990/TotalAssets/EOY095800
IRS990/TotalAssetsEOY095800
IRS990/TotalCompGT150K00
IRS990/TotalContributions060
IRS990/TotalExpensesCurrentYear0227880
IRS990/TotalExpensesPriorYear00
IRS990/TotalFunctionalExpenses/Total0227880
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IRS990/TotalLiabilitiesEOY064328
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IRS990/TotalLiabNetAssetsFundBalances/EOY095800
IRS990/TotalNbrEmployees02
IRS990/TotalNbrVolunteers020
IRS990/TotalNetAssetsFundBalances/BOY042747
IRS990/TotalNetAssetsFundBalances/EOY031472
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IRS990/TotalRevenue/TotalRevenueColumn0216605
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IRS990/UnrestrictedNetAssets/EOY029462
IRS990/UponRequest0X
IRS990/WebSite0WWW.NAIFANET.ORG
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01936
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0390967153
ReturnHeader/Filer/Name/BusinessNameLine10NAIFA-WISCONSIN INC
ReturnHeader/Filer/NameControl0NAIF
ReturnHeader/Filer/Phone06082443131
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ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-11-22
ReturnHeader/Officer/Name0LYNDA PATTERSON
ReturnHeader/Officer/Phone06082443131
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WEGNER CPA'S LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102110 LUANN LN

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$95,800
Liabilities
$64,328
Net assets
$31,472
Revenue
-
Expenses
$227,880
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.25$0.04$0.97$1.14$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.24$0.21$1.15$1.12$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.27$0.19$1.12$1.00$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.36$0.03$0.98$0.79$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.46$0.16$1.17$1.39$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.29$0.06$1.59$1.60$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.57$0.12$1.88$1.80$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.57$0.41$1.61$1.81$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.45$0.25$1.82$1.84$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.54$0.24$1.79$1.75$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.44$0.14$1.99$1.97$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.50$0.16$1.96$2.11$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.47$0.01$1.93$2.26$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.64$0.31$2.28