Civic Intelligence

Naifa Wisconsin Inc

990EZ • Fiscal year 2013 • EIN 39-0967153

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 22, 2013

Organization ProfileWWW.NAIFANET.ORG

View Organization Page

22 N Carroll St No 300Cedar Falls, IA 53703-2798
Siviq Scores

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

Liabilities / Assets

98th percentile

1.47x

Higher debt load relative to assets than 98% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

87th percentile

0.25x

Higher debt load relative to revenue than 87% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

25th percentile

-7.4%

Higher net margin than 25% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

12th percentile

-26%

Faster asset growth than 12% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

51st percentile

1.9%

Faster revenue growth than 51% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$34,047

Down $11,885 (-26%) from 2012

Net Assets

Down

-$15,859

Down $14,479 (-1049%) from 2012

Liabilities

Up

$49,906

Up $2,594 (+5.5%) from 2012

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin25th percentile

Revenue

Up

$196,454

Up $3,698 (+1.9%) from 2012

Expenses

Down

$210,933

Down $14,675 (-6.5%) from 2012

Net Income

Up

-$14,479

Up $18,373 (+56%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

2013

Assets$34,047
Liabilities$49,906
Net Assets-$15,859
Open 2013 Filing

Operations Trend

Revenue Growth51st percentile

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

2013

Revenue$196,454
Expenses$210,933
Net Income-$14,479
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 22, 2013
Return Version
2012v2.1
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.

Filing and Contact Details

Filer

EIN
39-0967153
Raw XML Appendix169 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/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-14479
IRS990EZ/FeesAndOthPymtToIndContractors0157000
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts0196454
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0PAT MONGIN CLU LUTCF
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1MIKE IMMEL LUTCF
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JOHN WHEELER CLU CHFC LUTCF
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3REBECCA GONZALEZ CLU FICF
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4WOODY SYVERSON LUTCF
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5DAN LAWRENCE CLU LUTCF
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6CHERYL ARKIN LUTCF MDRT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7TIM MAHAFFEY CLU
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8RODNEY SCHULTZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY-TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4NATIONAL COMMITTEE PERSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5REGIONAL DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6REGIONAL DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7REGIONAL DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8REGIONAL DIRECTOR
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationFiled990T01
IRS990EZ/OrganizationHadUBI01
IRS990EZ/OtherAssetsTotal/BOY01743
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal051733
IRS990EZ/OtherRevenueTotal06807
IRS990EZ/PrimaryExemptPurpose0THE 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.
IRS990EZ/PrintingPublicationsPostage02200
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0THE ASSOCIATION HOLDS AN ANNUAL SALES CONVENTION THAT PROVIDES CONTINUING EDUCATION CREDITS FOR ITS PROFESSIONAL LICENSES. THE 2013 CONVENTION WAS HELD IN WAUKESHA AND WAS ATTENDED BY OVER 155 INDIVIDUALS AND FEATURED 16 EXHIBITING COMPANIES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1THE ASSOCIATION HOLDS CONTINUING EDUCATION SEMINARS FOR ITS MEMBERS. THREE MEETINGS WERE HELD DURING THE 2012-2013 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 100 INDIVIDUALS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2THE ASSOCIATION ELECTRONICALLY DISTRIBUTES A MONTHLY EDUCATIONAL NEWSLETTER TO ITS MEMBERS. THE NEWSLETTER WAS DISTRIBUTED TO APPROXIMATELY 1,100 MEMBERS DURING THE 2012-2013 FISCAL YEAR.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
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IRS990EZ/ProgramServiceRevenue054887
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IRS990EZ/SubjectToProxyTax01
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IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1022 N CARROLL ST STE 300
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MADISON
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0537032798
IRS990EZ/TheBooksAreInCareOf/NamePerson0KIM STRIEBEL
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06082443131
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IRS990EZ/TotalExpenses0210933
IRS990EZ/TotalRevenue0196454
IRS990EZ/WebSite0WWW.NAIFANET.ORG
IRS990ScheduleC/AggrAmtReportedInDuesNotices031371
IRS990ScheduleC/AgreeToCarryoverPriorYear01
IRS990ScheduleC/DuesAssessments0128758
IRS990ScheduleC/NonDedLobbyPoliticalCarryover0713
IRS990ScheduleC/NonDedLobbyPoliticalCurrent029377
IRS990ScheduleC/NonDedLobbyPoliticalTotal030090
IRS990ScheduleC/OnlyInHouseLobbying00
IRS990ScheduleC/SubstantiallyAllDuesNondeduct00
IRS990ScheduleC/TaxableAmount0-1281
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 2..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: INSURANCE ADMINISTRATION. AMOUNT: 6,807.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: INSURANCE. AMOUNT: 2,655. DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 42,780. DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 685. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 5,613. TOTAL TO FORM 990-EZ, LINE 16: 51,733.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 720. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EXPENSES AND DEFERRED CHARGES. BEG. OF YEAR AMOUNT: 1,023. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 565. END OF YEAR AMOUNT: 7,061. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 46,747. END OF YEAR AMOUNT: 42,845.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0390967153
ReturnHeader/Filer/Name/BusinessNameLine10NAIFA-WISCONSIN INC
ReturnHeader/Filer/NameControl0NAIF
ReturnHeader/Filer/Phone06082443131
ReturnHeader/Filer/USAddress/AddressLine1022 N CARROLL ST NO 300
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0537032798
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-10-22
ReturnHeader/Officer/Name0LYNDA PATTERSON
ReturnHeader/Officer/Phone06082443131
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/PreparerFirm/EIN0390974031
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WEGNER CPAS LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102110 LUANN LN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MADISON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0537133074
ReturnHeader/Preparer/Name0JENNY TARKOWSKI CPA
ReturnHeader/Preparer/Phone06082744020
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-01T15:08:51-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$34,047
Liabilities
$49,906
Net assets
-$15,859
Revenue
$196,454
Expenses
$210,933
Net income
-$14,479
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)6 • <$500k nonprofits