Civic Intelligence

Naifa - Missouri

990EZ • Fiscal year 2016 • EIN 43-1153174

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 10, 2016

2845 S Ten Mile DriveJefferson City, MO 65109

(573) 634-5202

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-8.5%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

29th percentile

-8.9%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2016

Assets

Down

$91,089

Down $17,685 (-16%) from 2014

Net Assets

Down

$91,089

Down $17,685 (-16%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$88,057

Down $17,993 (-17%) from 2014

Expenses

Up

$103,268

Up $6,017 (+6.2%) from 2014

Net Income

Down

-$15,211

Down $24,010 (-273%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $85,807Liabilities 2012: $02012Assets 2013: $99,975Liabilities 2013: $02013Assets 2014: $108,774Net Assets 2014: $108,7742014Assets 2016: $91,089Net Assets 2016: $91,0892016Assets 2017: $90,951Net Assets 2017: $90,9512017Assets 2018: $80,914Net Assets 2018: $80,9142018

Highlighted filing

2016

Assets$91,089
Liabilities-
Net Assets$91,089

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $96,247Expenses 2012: $99,545Net Income 2012: -$3,2982012Revenue 2013: $105,148Expenses 2013: $90,980Net Income 2013: $14,1682013Revenue 2014: $106,050Expenses 2014: $97,251Net Income 2014: $8,7992014Revenue 2016: $88,057Expenses 2016: $103,268Net Income 2016: -$15,2112016Revenue 2017: $67,574Expenses 2017: $67,712Net Income 2017: -$1382017Revenue 2018: $67,145Expenses 2018: $77,183Net Income 2018: -$10,0382018

Highlighted filing

2016

Revenue$88,057
Expenses$103,268
Net Income-$15,211
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 10, 2016
Return Version
2015v3.0
Gross Receipts
$88,057
Mission and Program Overview

Mission

The mission of naifa- missouri is to provide leadership training and organizational support to our local associations, so as to enhance the business enviornment and the professional skills of those providing insurance and financial services and to coordinate legislative advocacy.

Program Services

DescriptionGrantsExpenses
TO KEEP MEMBERS ABREAST OF RAPID CHANGES IN INSURANCE AND FINANCIAL SERVICES, NAIFA-MISSOURI SPONSORS SPECIAL MEETINGS, SEMINARS, PUBLICATIONS AND SUPPORTS THE LIFE UNDERWRITER TRAINING COUNCIL AND THE AMERICAN COLLEGE.--
A VARIETY OF PUBLIC RELATIONS MATERIALS ARE CREATED FOR MEMBERS TO USE IN THEIR OWN LOCALES, WHILE OTHERS ARE DESIGNED TO DIRECTLY REACH THE PUBLIC THROUGH RADIO, TELEVISION, AND PRINTED MEDIA.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
R THAD LINCOLNPresident-$0--
ED F ANDERSONImmediate Pa-$0--
GREG GRIMESPresident El-$0--
S ANN PUGHSecretary/Tr-$0--
CARL MAUSNat'L Commit-$0--
LORI A SMITHExecutive Di-$0--
MICHELLE R DRUMDirector-$0--
MARK ACREDirectors-$0--
BILL MCCOY IIRegional VP-$0--
DEB COULTERRegional VP-$0--
RICK MCKERNANRegional VP-$0--
JOHN C GROSS IIIRegional VP-$0--
Filing and Contact Details

Filer

Filer Name
Naifa - Missouri
EIN
43-1153174
Phone
5736345202
Address
2845 S TEN MILE DRIVE, JEFFERSON CITY, MO 65109

Signing Officer

Name
Lori a Smith
Title
Executive Director
Phone
5736345202
Signed
2016-12-10

Preparer

Firm
Seaver & Forck Cpas
Address
3523 AMAZONAS DRIVE, JEFFERSON CITY, MO 65109-5717
Preparer
Jamie Seaver
Phone
5736365507
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Misc 1,412 errors & ommissions fee inc 243 total 1,655

Form 990-ez, Part I, Line 16

Expenses membership promotion 1,466 office 522 association leadership conf 17,964 nalu convention 8,841 board meetings 500 leadership meeting 3,031 d&o insurance 886 general liability 1,934 telephone 64 awards 165 codewriters 605 admin funds 2,500 board expense 8,387 lili 3,249 misc 394 total 50,508

Form 990-ez, Part III

The mission of naifa- missouri is to provide leadership training and organizational support to our local associations, so as to enhance the business enviornment and the professional skills of those providing insurance and financial services and to coordinate legislative advocacy.

Form 990-ez, Part III, Line 28

To keep members abreast of rapid changes in insurance and financial services, naifa-missouri sponsors special meetings, seminars, publications and supports the life underwriter training council and the american college.

Raw XML Appendix134 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/BooksInCareOfDetail/PhoneNum05736345202
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JEFFERSON CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd065109
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JOHN C GROSS III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NAT'L COMMIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8REGIONAL VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9REGIONAL VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10REGIONAL VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11REGIONAL VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF NAIFA- MISSOURI IS TO PROVIDE LEADERSHIP TRAINING AND ORGANIZATIONAL SUPPORT TO OUR LOCAL ASSOCIATIONS, SO AS TO ENHANCE THE BUSINESS ENVIORNMENT AND THE PROFESSIONAL SKILLS OF THOSE PROVIDING INSURANCE AND FINANCIAL SERVICES AND TO COORDINATE LEGISLATIVE ADVOCACY.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1A VARIETY OF PUBLIC RELATIONS MATERIALS ARE CREATED FOR MEMBERS TO USE IN THEIR OWN LOCALES, WHILE OTHERS ARE DESIGNED TO DIRECTLY REACH THE PUBLIC THROUGH RADIO, TELEVISION, AND PRINTED MEDIA.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC 1,412 ERRORS & OMMISSIONS FEE INC 243 TOTAL 1,655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MEMBERSHIP PROMOTION 1,466 OFFICE 522 ASSOCIATION LEADERSHIP CONF 17,964 NALU CONVENTION 8,841 BOARD MEETINGS 500 LEADERSHIP MEETING 3,031 D&O INSURANCE 886 GENERAL LIABILITY 1,934 TELEPHONE 64 AWARDS 165 CODEWRITERS 605 ADMIN FUNDS 2,500 BOARD EXPENSE 8,387 LILI 3,249 MISC 394 TOTAL 50,508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MISSION OF NAIFA- MISSOURI IS TO PROVIDE LEADERSHIP TRAINING AND ORGANIZATIONAL SUPPORT TO OUR LOCAL ASSOCIATIONS, SO AS TO ENHANCE THE BUSINESS ENVIORNMENT AND THE PROFESSIONAL SKILLS OF THOSE PROVIDING INSURANCE AND FINANCIAL SERVICES AND TO COORDINATE LEGISLATIVE ADVOCACY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO KEEP MEMBERS ABREAST OF RAPID CHANGES IN INSURANCE AND FINANCIAL SERVICES, NAIFA-MISSOURI SPONSORS SPECIAL MEETINGS, SEMINARS, PUBLICATIONS AND SUPPORTS THE LIFE UNDERWRITER TRAINING COUNCIL AND THE AMERICAN COLLEGE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI A SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05736345202
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA - MISSOURI
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0431153174
ReturnHeader/Filer/PhoneNum05736345202
ReturnHeader/Filer/USAddress/AddressLine1Txt02845 S TEN MILE DRIVE
ReturnHeader/Filer/USAddress/CityNm0JEFFERSON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261136632
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEAVER & FORCK CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03523 AMAZONAS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JEFFERSON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0651095717
ReturnHeader/PreparerPersonGrp/PhoneNum05736365507
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE SEAVER
ReturnHeader/ReturnTs02017-02-15T17:19:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings