Civic Intelligence

Naifa Wisconsin Inc

990EZ • Fiscal year 2020 • EIN 39-0967153

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

600 State StreetCedar Falls, IA 50613

(855) 360-3395

Siviq Scores

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

Liabilities / Assets

98th percentile

1.54x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

0.40x

Higher debt load relative to revenue than 88% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

22nd percentile

-19%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

42nd percentile

-27%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$30,105

Down $4,643 (-13%) from 2019

Net Assets

Down

-$16,374

Down $21,977 (-392%) from 2019

Liabilities

Up

$46,479

Up $17,334 (+59%) from 2019

Revenue

Down

$116,814

Down $42,468 (-27%) from 2019

Expenses

Down

$138,791

Down $21,488 (-13%) from 2019

Net Income

Down

-$21,977

Down $20,980 (-2104%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$30,105
Liabilities$46,479
Net Assets-$16,374

Operations Trend

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

2020

Revenue$116,814
Expenses$138,791
Net Income-$21,977
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Gross Receipts
$116,814
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.

Program Services

DescriptionGrantsExpenses
CONDUCT ANNUAL SALES CONVENTION PROVIDING EDUCATIONAL CREDITS REQUIRED BY MEMBERS TO MEET PROFESSIONAL LICENSING REQUIREMENTS.--
CONTINUING EDUCATION SEMINARS TO ENHANCE THE PROFESSIONAL SKILLS OF MEMBERS.--
DISTRIBUTE AN ELECTRONIC MONTHLY NEWSLETTER CONTAINING EDUCATIONAL AND SALES PROMOTION MATERIALS TO ALL MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDON M DEROUINVice President-$0--
BRENT WELCHPast President-$0--
CHRIS HENDERSONVice President-$0--
PAT MONGINNatl Committee-$0--
JANE LAMEREPresident-$0--
BRIAN WITZSec/Treasurer-$0--
DANIEL WARDPresident Elect-$0--
MARK MILLERVice President-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$24,000
Total Nondeductible Lobbying and Political Cost$24,000
Filing and Contact Details

Filer

Filer Name
Naifa-wisconsin Inc
EIN
39-0967153
Phone
8553603395
Address
600 STATE STREET, CEDAR FALLS, IA 50613

Signing Officer

Name
Julie Phillips
Title
Executive Director
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Timmins Jacobsen & Strawhacker LLP
Address
10550 New York Ave Suite 200, Des Moines, IA 50322
Preparer
Jeffrey F Strawhacker CPA
Phone
5152708080
Supplemental Narrative

Additional Explanations

Other Revenue.1

ROYALTIES $1101

Other Expenses.1002

Office Expenses $16

Other Expenses.1007

Conferences, Conventions, and Meetings $1551

Other Expenses.1012

Insurance $1096

Other Expenses.1

GOVERNMENT AFFAIRS $3861

Other Expenses.2

Grants/scholarships/donations $2676

Other Expenses.3

PAC ADMINISTRATION $2607

Other Expenses.4

Professional development $1103

Other Expenses.5

TELEPHONE $449

Other Expenses.6

SUBSCRIPTION FEES $175

Other Expenses.7

MEMBERSHIP $74

Other Expenses.12

MERCHANT FEES $-25

Other Assets.1005

Accounts Receivable - Beginning $2228 Accounts Receivable - Ending $1572

Other Assets.1

ACCRUED REVENUE - Beginning $4936 ACCRUED REVENUE - Ending $14800

Other Assets.2

PREPAID EXPENSES - Beginning $12196 PREPAID EXPENSES - Ending $696

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $5268 Accounts Payable and Accrued Expenses - Ending $17001

Total Liabilities.1

- Beginning $0 - Ending $0

Total Liabilities.2

UNEARNED REVENUE - Beginning $21613 UNEARNED REVENUE - Ending $28549

Total Liabilities.3

ACCRUED EXPENSES - Beginning $2210 ACCRUED EXPENSES - Ending $875

Total Liabilities.4

NATIONAL CAMPAIGN FUNDS - Beginning $4251 NATIONAL CAMPAIGN FUNDS - Ending $4251

Raw XML Appendix179 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CEDAR FALLS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRENDON M DEROUIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRENT WELCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAT MONGIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANE LAMERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN WITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DANIEL WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARK MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3NATL COMMITTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Sec/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt019360
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017068
IRS990EZ/OtherExpensesTotalAmt013583
IRS990EZ/OtherRevenueTotalAmt01101
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF ITS MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt033
IRS990EZ/ProgramServiceRevenueAmt011430
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DISTRIBUTE AN ELECTRONIC MONTHLY NEWSLETTER CONTAINING EDUCATIONAL AND SALES PROMOTION MATERIALS TO ALL MEMBERS.
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt046479
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0116814
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WI.NAIFA.ORG
IRS990ScheduleC/AggregateReportedDuesNtcAmt041587
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0101658
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IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt024000
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROYALTIES $1101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNMENT AFFAIRS $3861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GRANTS/SCHOLARSHIPS/DONATIONS $2676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAC ADMINISTRATION $2607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROFESSIONAL DEVELOPMENT $1103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE $449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUBSCRIPTION FEES $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEMBERSHIP $74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MERCHANT FEES $-25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Receivable - Beginning $2228 Accounts Receivable - Ending $1572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACCRUED REVENUE - Beginning $4936 ACCRUED REVENUE - Ending $14800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PREPAID EXPENSES - Beginning $12196 PREPAID EXPENSES - Ending $696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Payable and Accrued Expenses - Beginning $5268 Accounts Payable and Accrued Expenses - Ending $17001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17UNEARNED REVENUE - Beginning $21613 UNEARNED REVENUE - Ending $28549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18ACCRUED EXPENSES - Beginning $2210 ACCRUED EXPENSES - Ending $875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19NATIONAL CAMPAIGN FUNDS - Beginning $4251 NATIONAL CAMPAIGN FUNDS - Ending $4251
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA-WISCONSIN INC
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0390967153
ReturnHeader/Filer/PhoneNum08553603395
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 STATE STREET
ReturnHeader/Filer/USAddress/CityNm0CEDAR FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050613
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420721983
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Timmins Jacobsen & Strawhacker LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010550 New York Ave Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050322
ReturnHeader/PreparerPersonGrp/PhoneNum05152708080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY F STRAWHACKER CPA
ReturnHeader/ReturnTs02021-05-14T06:15:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PHILLIPS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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