Civic Intelligence

National Association of Insurance & Financial Advisors Iowa

990 • Fiscal year 2014 • EIN 42-0674608

Jul 01, 2013 to Jun 30, 2014 • Filed on May 13, 2015

Organization ProfileWWW.NAIFAIOWA.ORG
409 Washington St50613

(866) 619-5580

Siviq Scores

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

Liabilities / Assets

60th percentile

0.16x

Higher debt load relative to assets than 60% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

0.31x

Higher debt load relative to revenue than 78% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Net Margin

32nd percentile

-1.1%

Higher net margin than 32% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-2.6%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$576,667

Up $61,384 (+12%) from 2013

Net Assets

Up

$484,534

Up $65,234 (+16%) from 2013

Liabilities

Down

$92,133

Down $3,850 (-4.0%) from 2013

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin32nd percentile

Revenue

Down

$292,995

Down $7,895 (-2.6%) from 2013

Expenses

Down

$296,084

Down $18,895 (-6.0%) from 2013

Net Income

Up

-$3,089

Up $11,000 (+78%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$800K$600K$400K$200K$0Assets 2011: $490,211Liabilities 2011: $98,381Net Assets 2011: $391,8302011Assets 2012: $492,266Liabilities 2012: $101,352Net Assets 2012: $390,9142012Assets 2013: $515,283Liabilities 2013: $95,983Net Assets 2013: $419,3002013Assets 2014: $576,667Liabilities 2014: $92,133Net Assets 2014: $484,5342014Assets 2015: $577,719Liabilities 2015: $92,498Net Assets 2015: $485,2212015Assets 2016: $506,183Liabilities 2016: $56,403Net Assets 2016: $449,7802016Assets 2017: $458,802Liabilities 2017: $50,085Net Assets 2017: $408,7172017Assets 2018: $481,244Liabilities 2018: $48,765Net Assets 2018: $432,4792018Assets 2019: $587,127Liabilities 2019: $109,809Net Assets 2019: $477,3182019Assets 2020: $582,282Liabilities 2020: $90,041Net Assets 2020: $492,2412020Assets 2021: $623,310Liabilities 2021: $84,790Net Assets 2021: $538,5202021Assets 2022: $536,667Liabilities 2022: $63,843Net Assets 2022: $472,8242022Assets 2023: $576,052Liabilities 2023: $58,166Net Assets 2023: $517,8862023Assets 2024: $604,135Liabilities 2024: $39,339Net Assets 2024: $564,7962024

Highlighted filing

2014

Assets$576,667
Liabilities$92,133
Net Assets$484,534
Open 2014 Filing

Operations Trend

Revenue Growth28th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $274,8422011Expenses 2012: $309,1172012Revenue 2013: $300,890Expenses 2013: $314,979Net Income 2013: -$14,0892013Revenue 2014: $292,995Expenses 2014: $296,084Net Income 2014: -$3,0892014Revenue 2015: $283,882Expenses 2015: $296,072Net Income 2015: -$12,1902015Revenue 2016: $246,310Expenses 2016: $249,822Net Income 2016: -$3,5122016Revenue 2017: $211,890Expenses 2017: $280,404Net Income 2017: -$68,5142017Revenue 2018: $198,866Expenses 2018: $207,570Net Income 2018: -$8,7042018Revenue 2019: $208,974Expenses 2019: $206,562Net Income 2019: $2,4122019Revenue 2020: $189,769Expenses 2020: $251,832Net Income 2020: -$62,0632020Revenue 2021: $191,270Expenses 2021: $243,410Net Income 2021: -$52,1402021Revenue 2022: $247,392Expenses 2022: $251,940Net Income 2022: -$4,5482022Revenue 2023: $220,355Expenses 2023: $217,277Net Income 2023: $3,0782023Revenue 2024: $223,392Expenses 2024: $205,890Net Income 2024: $17,5022024

Highlighted filing

2014

Revenue$292,995
Expenses$296,084
Net Income-$3,089
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$292,995
Mission and Program Overview

Mission

Enhance business and professional skills of members, promote the profession and ethical conduct of advisors, advocate for a positive legislative and regulatory environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$455,111$521,748▲ $66,637
Cash and Non-Interest-Bearing Accounts$41,006$26,991▼ $14,015
Accounts Receivable$6,703$17,383▲ $10,680
Prepaid Expenses and Deferred Charges$11,692$10,256▼ $1,436
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$515,283$576,667▲ $61,384
Other Assets Total$771$289▼ $482
Liabilities
Deferred Revenue$48,292$55,515▲ $7,223
Accounts Payable and Accrued Expenses$38,433$28,690▼ $9,743
Other Liabilities$9,258$7,928▼ $1,330
Total Liabilities$95,983$92,133▼ $3,850
Net Assets / Fund Balance
Unrestricted Net Assets$412,343$478,217▲ $65,874
Permanently Rstr Net Assets$5,529$5,529→ $0
Temporarily Rstr Net Assets$1,428$788▼ $640
Total Net Assets Fund Balance$419,300$484,534▲ $65,234
Total Liabilities and Net Assets / Fund Balance$515,283$576,667▲ $61,384
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Roger McculloughNatl Comm Chair
David a BeatyPast President
Barry JohnsonPresident
Anthony SchauPresident Elect
Bruce HinerichsenVice President
Greg JohnsonVice President
Martin BergerVice President
Neil WilkinsonVice President
Paul ZietlowVice President
Richard DobsonVice President
Steven R DeweyVice President
Revenue and Support

Revenue Composition

Contributions and Grants
$5,467
Program Service Revenue
$277,960
Investment Income
$7,118
Other Revenue
$2,450
All Other Contributions
$5,467
Change in Net Assets
$-3,089

Audited Revenue Reconciliation

Revenue per Audited Statements
$292,995
Revenue Not Reported on Form 990
$68,323
Total Revenue per Audited Statements
$361,318
Total Revenue per Form 990
$292,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$296,084
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
Conferences and Meetings---$76,497
Fees for Services Management---$74,328
All Other Expenses---$21,928
Other Expenses---$16,660
Fees for Services Lobbying---$16,660
Fees for Service Investment Mgmnt Fees---$8,803
Fees for Services Other---$6,652
Fees for Services Accounting---$4,450
Office Expenses---$2,833
Insurance---$948
Total Functional Expenses$0$0$0$296,084

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$296,084
Total Expenses per Audited Statements$296,084
Total Expenses per Form 990$296,084
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
Yes
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$16,660
Political Expenditures$16,660
Total Nondeductible Lobbying and Political Cost$16,660
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Custodial Funds$5,630
Mccullough Campaign Account$2,298
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Daily operating activities of the association are delegated via a contract with an independent third party management firm. Management firm actions are monitored by the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Review of the form 990 is delegated to the management firm. The executive director and accounting manager review the 990 prior to filing. The governing board can request to review the 990.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All payments to board members (currently consisting of expense reimbursements) and key management personnel (in the form of fee payments and expense reimbursements) are reviewed and approved by board members other than the board member seeking reimbursement. In addition any proposal that would involve services provided by a board member or key management personnel or a related party to either would be reviewed and approved by the governing body.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Requests to reveiw or obtain copies of the governing documents are fulfilled via electronic or paper delivery upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request after approval by the appropriate level of management.”

Filing and Contact Details

Filer

EIN
42-0674608

Signing Officer

Name
David a Beaty
Title
President
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
75

Preparer

Preparer
Jeffrey F Strawhacker
Phone
5152708080
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“In accordance with accounting guidance for uncertainty in income taxes, management has evaluated their material tax positions and determined there are no income tax effects with respect to the financial statements.”

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.

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IRS990/OtherExpensesGrp/TotalAmt026302
IRS990/OtherExpensesGrp/TotalAmt121569
IRS990/OtherExpensesGrp/TotalAmt218454
IRS990/OtherExpensesGrp/TotalAmt316660
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt09258
IRS990/OtherLiabilitiesGrp/EOYAmt07928
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02450
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02450
IRS990/OtherRevenueTotalAmt02450
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05529
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05529
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011692
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010256
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONVENTION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATIONAL SEMINARS
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc3PUBLICATION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc4SALES CARAVAN EDUCATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt060098
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt124494
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2169947
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36884
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt061053
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt124494
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2169947
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39060
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt46884
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0955
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt19060
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04803
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08575
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0314979
IRS990/PYOtherRevenueAmt01225
IRS990/PYProgramServiceRevenueAmt0286287
IRS990/PYRevenuesLessExpensesAmt0-14089
IRS990/PYTotalExpensesAmt0314979
IRS990/PYTotalRevenueAmt0300890
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-3089
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt014812
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/CarriedOverAmt01848
IRS990ScheduleC/DuesAssessmentsAmt0169947
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt016660
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt016660
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/PoliticalExpendituresAmt016660
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0296084
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt068323
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05630
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12298
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CUSTODIAL FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MCCULLOUGH CAMPAIGN ACCOUNT
IRS990ScheduleD/RevenueNotReportedAmt068323
IRS990ScheduleD/RevenueSubtotalAmt0292995
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO INCOME TAX EFFECTS WITH RESPECT TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt0296084
IRS990ScheduleD/TotalLiabilityAmt07928
IRS990ScheduleD/TotalRevenuePerForm990Amt0292995
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0361318
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0296084
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAILY OPERATING ACTIVITIES OF THE ASSOCIATION ARE DELEGATED VIA A CONTRACT WITH AN INDEPENDENT THIRD PARTY MANAGEMENT FIRM. MANAGEMENT FIRM ACTIONS ARE MONITORED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW OF THE FORM 990 IS DELEGATED TO THE MANAGEMENT FIRM. THE EXECUTIVE DIRECTOR AND ACCOUNTING MANAGER REVIEW THE 990 PRIOR TO FILING. THE GOVERNING BOARD CAN REQUEST TO REVIEW THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL PAYMENTS TO BOARD MEMBERS (CURRENTLY CONSISTING OF EXPENSE REIMBURSEMENTS) AND KEY MANAGEMENT PERSONNEL (IN THE FORM OF FEE PAYMENTS AND EXPENSE REIMBURSEMENTS) ARE REVIEWED AND APPROVED BY BOARD MEMBERS OTHER THAN THE BOARD MEMBER SEEKING REIMBURSEMENT. IN ADDITION ANY PROPOSAL THAT WOULD INVOLVE SERVICES PROVIDED BY A BOARD MEMBER OR KEY MANAGEMENT PERSONNEL OR A RELATED PARTY TO EITHER WOULD BE REVIEWED AND APPROVED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REQUESTS TO REVEIW OR OBTAIN COPIES OF THE GOVERNING DOCUMENTS ARE FULFILLED VIA ELECTRONIC OR PAPER DELIVERY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST AFTER APPROVAL BY THE APPROPRIATE LEVEL OF MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01428
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0788
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0515283
IRS990/TotalAssetsEOYAmt0576667
IRS990/TotalAssetsGrp/BOYAmt0515283
IRS990/TotalAssetsGrp/EOYAmt0576667
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05467
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0296084
IRS990/TotalGrossUBIAmt010015
IRS990/TotalLiabilitiesBOYAmt095983
IRS990/TotalLiabilitiesEOYAmt092133
IRS990/TotalLiabilitiesGrp/BOYAmt095983
IRS990/TotalLiabilitiesGrp/EOYAmt092133
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0419300
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0484534
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt06522
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt06522
IRS990/TotalProgramServiceRevenueAmt0277960
IRS990/TotalRevenueGrp/ExclusionAmt07118
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0270395
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0292995
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt010015
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0515283
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0576667
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0412343
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0478217
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.NAIFAIOWA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A BEATY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10NATIONAL ASSOCIATION OF INSURANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine20& FINANCIAL ADVISORS IOWA

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$576,667
Liabilities
$92,133
Net assets
$484,534
Revenue
$292,995
Expenses
$296,084
Net income
-$3,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.04$0.39$5.65$2.23$2.06$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.58$5.18$2.20$2.17$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.37$0.64$4.73$2.47$2.52$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.23$0.85$5.39$1.91$2.43$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.90$4.92$1.90$2.52$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.87$1.10$4.77$2.09$2.07$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$0.49$4.32$1.99$2.08$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.50$4.09$2.12$2.80$0.69
2016Detailed filing. Detailed filing data is available for this year.$5.06$0.56$4.50$2.46$2.50$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$0.92$4.85$2.84$2.96$0.12
2014Detailed filing. Detailed filing data is available for this year.$5.77$0.92$4.85$2.93$2.96$0.03
2013Summary only. Only limited summary data is available for this year.$5.15$0.96$4.19$3.01$3.15$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$1.01$3.91$3.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.98$3.92$2.75
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)6 • $500k-$1M nonprofits