Civic Intelligence

Naifa-De Inc

EIN 51-0329977 • 501(c)6 • Wilmington, DE

Profile

The mission of naifa-de, inc. Is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

1011 Centre Road No 310Wilmington, DE 19805

www.naifade.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-40%

Faster revenue growth than 13% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$39,363

Up $8,579 (+28%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$22,941

Down $15,016 (-40%) from 2017

Expenses

Down

$19,966

Down $26,936 (-57%) from 2017

Net Income

Up

$2,975

Up $11,920 (+133%) from 2017

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2015: $49,013Liabilities 2015: $0Net Assets 2015: $49,0132015Assets 2016: $39,729Liabilities 2016: $0Net Assets 2016: $39,7292016Assets 2017: $30,784Liabilities 2017: $0Net Assets 2017: $30,7842017Assets 2018: $39,363Liabilities 2018: $02018

Highlighted filing

2018

Assets$39,363
Liabilities$0
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2015: $90,524Expenses 2015: $89,504Net Income 2015: $1,0202015Revenue 2016: $59,551Expenses 2016: $68,878Net Income 2016: -$9,3272016Revenue 2017: $37,957Expenses 2017: $46,902Net Income 2017: -$8,9452017Revenue 2018: $22,941Expenses 2018: $19,966Net Income 2018: $2,9752018

Highlighted filing

2018

Revenue$22,941
Expenses$19,966
Net Income$2,975

Filings

Latest Detailed Filing

The latest 2018 filing currently has summary financial data only. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$37,957
Mission and Program Overview

Mission

The mission of naifa-de, inc. Is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Program Services

DescriptionGrantsExpenses
NAIFA-DE, INC. SERVES AS A LEGISLATIVE ADVOCATE FOR ITS MEMBERS AND PROVIDES THEM WITH EDUCATIONAL PROGRAMS, NETWORKING OPPORTUNITIES, AND KEEPS THEM INFORMED ON AREAS OF INTEREST FOR INDUSTRY PROFESSIONALS DURING THE YEAR.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC HEISHMANPresident-$0--
DAN REISINGERPresident Elect-$0--
JOSHUA SHAVERPast President-$0--
LEE SAUSENTreasurer-$0--
DON FULTONNational Committeeman-$0--
NICK MORIELLOBoard Member-$0--
DENNIS DRAKEBoard Member-$0--
SEAN JOYCEBoard Member-$0--
KEVIN LAMMERSBoard Member-$0--
EMILY WOODSONBoard Member-$0--
NICOLE KENNEDYBoard Member-$0--
NANCY LITTLETONBoard Member-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$3,105
Total Nondeductible Lobbying and Political Cost$3,105
Filing and Contact Details

Filer

Filer Name
Naifa-de Inc
EIN
51-0329977
Phone
3022250600
Address
1011 CENTRE ROAD NO 310, WILMINGTON, DE 19805

Signing Officer

Name
Eric Heishman
Title
President
Phone
3022250600
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Belfint Lyons & Shuman Pa
Address
1011 CENTRE ROAD SUITE 310, WILMINGTON, DE 19805
Preparer
David W Jennings CPA
Phone
3022250600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 23.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous. Amount: 325.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 1,023. Description: board meetings. Amount: 27. Description: technology. Amount: 1,410. Description: membership. Amount: 4,958. Description: national convention expense. Amount: 5,000. Description: state conference. Amount: 11,724. Description: professional development - lili. Amount: 498. Description: governance. Amount: 50. Description: yat expenses. Amount: 1,983. Description: bank fees. Amount: 38. Description: delaware franchise tax. Amount: 25. Description: office expense. Amount: 846. Total to form 990-ez, line 16: 27,582.

Form 990-ez, Part V, Line 35C

Membership dues for naifa-de, inc. (a state branch) are invoiced and collected by the national association of insurance and financial advisors (the national branch). The national branch remits a portion of the dues collected to naifa-de, inc. Naifa-de, inc. Provides the national branch with an estimate of the state's nondeductible portion of the membership dues. This amount is on the national branch's application and membership renewal notices.

Raw XML Appendix180 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS. AMOUNT: 325.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 1,023. DESCRIPTION: BOARD MEETINGS. AMOUNT: 27. DESCRIPTION: TECHNOLOGY. AMOUNT: 1,410. DESCRIPTION: MEMBERSHIP. AMOUNT: 4,958. DESCRIPTION: NATIONAL CONVENTION EXPENSE. AMOUNT: 5,000. DESCRIPTION: STATE CONFERENCE. AMOUNT: 11,724. DESCRIPTION: PROFESSIONAL DEVELOPMENT - LILI. AMOUNT: 498. DESCRIPTION: GOVERNANCE. AMOUNT: 50. DESCRIPTION: YAT EXPENSES. AMOUNT: 1,983. DESCRIPTION: BANK FEES. AMOUNT: 38. DESCRIPTION: DELAWARE FRANCHISE TAX. AMOUNT: 25. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 846. TOTAL TO FORM 990-EZ, LINE 16: 27,582.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP DUES FOR NAIFA-DE, INC. (A STATE BRANCH) ARE INVOICED AND COLLECTED BY THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (THE NATIONAL BRANCH). THE NATIONAL BRANCH REMITS A PORTION OF THE DUES COLLECTED TO NAIFA-DE, INC. NAIFA-DE, INC. PROVIDES THE NATIONAL BRANCH WITH AN ESTIMATE OF THE STATE'S NONDEDUCTIBLE PORTION OF THE MEMBERSHIP DUES. THIS AMOUNT IS ON THE NATIONAL BRANCH'S APPLICATION AND MEMBERSHIP RENEWAL NOTICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART V, LINE 35C
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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