Civic Intelligence

Greater Washington Foundation of Insurance and Financial Advisors I

990EZ • Fiscal year 2017 • EIN 52-1935068

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization Profilewww.helpinghandssociety.org
600 State StreetCedar Falls, IA 50613

(844) 717-2858

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.34x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

-1.2%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$234,427

Up $37,763 (+19%) from 2016

Net Assets

Up

$223,348

Up $26,684 (+14%) from 2016

Liabilities

$11,079

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin86th percentile

Revenue

Down

$32,299

Down $401 (-1.2%) from 2016

Expenses

Down

$21,379

Down $293 (-1.4%) from 2016

Net Income

Down

$10,920

Down $108 (-1.0%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$600K$400K$200K$0Assets 2011: $123,153Liabilities 2011: $0Net Assets 2011: $123,1532011Assets 2012: $113,274Net Assets 2012: $113,2742012Assets 2013: $141,617Net Assets 2013: $141,6172013Assets 2014: $178,859Net Assets 2014: $178,8592014Assets 2015: $189,839Net Assets 2015: $189,8392015Assets 2016: $196,664Net Assets 2016: $196,6642016Assets 2017: $234,427Liabilities 2017: $11,079Net Assets 2017: $223,3482017Assets 2018: $242,460Liabilities 2018: $2,799Net Assets 2018: $239,6612018Assets 2020: $337,507Liabilities 2020: $4,180Net Assets 2020: $333,3272020Assets 2021: $389,419Liabilities 2021: $4,763Net Assets 2021: $384,6562021Assets 2022: $356,809Liabilities 2022: $3,289Net Assets 2022: $353,5202022Assets 2023: $420,346Liabilities 2023: $374Net Assets 2023: $419,9722023Assets 2024: $510,253Liabilities 2024: $20,545Net Assets 2024: $489,7082024

Highlighted filing

2017

Assets$234,427
Liabilities$11,079
Net Assets$223,348
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$100K$50K$0-$50KExpenses 2011: $36,0192011Revenue 2012: $35,545Expenses 2012: $45,244Net Income 2012: -$9,6992012Revenue 2013: $43,520Expenses 2013: $22,071Net Income 2013: $21,4492013Revenue 2014: $44,493Expenses 2014: $24,074Net Income 2014: $20,4192014Revenue 2015: $38,634Expenses 2015: $24,439Net Income 2015: $14,1952015Revenue 2016: $32,700Expenses 2016: $21,672Net Income 2016: $11,0282016Revenue 2017: $32,299Expenses 2017: $21,379Net Income 2017: $10,9202017Revenue 2018: $46,649Expenses 2018: $34,798Net Income 2018: $11,8512018Revenue 2020: $71,232Expenses 2020: $62,596Net Income 2020: $8,6362020Revenue 2021: $88,457Expenses 2021: $42,677Net Income 2021: $45,7802021Revenue 2022: $60,718Expenses 2022: $34,092Net Income 2022: $26,6262022Revenue 2023: $53,855Expenses 2023: $26,446Net Income 2023: $27,4092023Revenue 2024: $89,440Expenses 2024: $37,255Net Income 2024: $52,1852024

Highlighted filing

2017

Revenue$32,299
Expenses$21,379
Net Income$10,920
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$42,602
Mission and Program Overview

Mission

To foster and maintain high standards of performance and conduct among professional insurance and financial advisors and to promote understanding of the business of life insuarnce and applied products through education and research.

Program Services

DescriptionGrantsExpenses
THE GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS PURPOSE IS TO SERVE AS THE EDUCATIONAL AND CHARITABLE ARM OF THE GREATER WASHINGTON ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS. THE FOUNDATION IS DEDICATED TO HAVING A POSITIVE IMPACT ON THE LIVES OF CITIZENS THROUGH COMMUNITY SERVICE AND DEVELOPMENT OF FINANCIAL SERVICES PROFESSIONALS.$10,503-
THE GWFIFA HAS CHOSEN CHARITIES TO BE THE RECIPIENT OF THEIR FUND RAISING AND VOLUNTEER EFFORTS. THE CHARITY LIST FOR 2016/2017 INCLUDES: COALITION TO SALUTE AMERICA'S HEROES - $2,500 FOR THE LOVE OF CHILDREN - $2,500 HOUSING OPPORTUNITIES COMMISSION'S FAMILY SELF-SUFFICIENCY - $2,500 MENTORS, INC. - $2,500 THE CHARITIES LISTED ABOVE WERE SELECTED ON THE MERITS OF THEIR ABILITY TO PROVIDE TUTORING AND MOTIVATION TO HIGH SCHOOL STUDENTS WHO SEEK TO CONTINUE THEIR EDUCATION IN COLLEGE AND UNIVERSITIES. THE CONTRIBUTIONS WERE USED TO PROVIDE SCHOLARSHIPS TO SUPPLEMENT THE ACADEMIC SCHOLARSHIPS ALREADY EARNED BY THE STUDENT.HOUSING OPPORTUNITIES COMMISSION'S FAMILY SELF-SUFFICIENCY - PROVIDES CAREER COUNSELING AND TRAINING IN JOB SKILLS TO HELP RESIDENTS EARN A LIVABLE WAGE AND BECOME SELF SUFFICIENT IN THE COMMUNITY.COALITION TO SALUTE AMERICA'S HEROES - A PROGRAM ADOPTED IN 2008/2009.$10,000$10,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER GLASSMANPresident-$0--
CONNIE GOLLEHERPast President-$0--
MATT WEIDERVice President-$0--
SCHOLIE GUZIAKSecretary-$0--
DILIP A JHAVERITreasurer-$0--
WILLIAM BROCKMANDirector-$0--
MIKE BURNSDirector-$0--
KEVIN CONLEYDirector-$0--
JOSEPH DAVISDirector-$0--
KEITH EIGDirector-$0--
MATTHEW GRACEDirector-$0--
JEFFREY HAMBLENDirector-$0--
BROCK JOLLYDirector-$0--
CHARLES LEWISDirector-$0--
CHRISTOPHER PIRTLEDirector-$0--
BRIAN J HANEYDirector-$0--
KEN VANVALKENBURGHDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$25,252$23,652$395$23,257
Total Events$25,252$23,652$10,303$13,349
Filing and Contact Details

Filer

Filer Name
Greater Washington Foundation of
EIN
52-1935068
Phone
8447172858
Address
600 STATE STREET, CEDAR FALLS, IA 50613

Signing Officer

Name
Michele G Clarke
Title
Executive Director
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Timmins Jacobsen & Strawhacker LLP
Address
10550 New York Ave Suite 200, Des Moines, IA 50322-3775
Preparer
Jeffrey F Strawhacker
Phone
5152708080
Supplemental Narrative

Additional Explanations

Other Revenue.1

“OTHER REVENUE $284”

Other Expenses.1002

“Office Expenses $17”

Other Expenses.1005

“Travel $24”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1750”

Other Expenses.1

“Business taxes/ fees $565”

Other Expenses.2

“SUBSCRIPTIONS $380”

Other Expenses.3

“Miscellaneous expense $375”

Other Expenses.4

“BOARD EXPENSES $307”

Other Expenses.5

“TELEPHONE $73”

Other Assets.1

“PREPAID EXPENSES - Beginning $0 PREPAID EXPENSES - Ending $4655”

Other Assets.2

“CASH SURRENDER VALUE LIFE - Beginning $0 CASH SURRENDER VALUE LIFE - Ending $1223”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $7579”

Total Liabilities.1003

“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $3500”

Raw XML Appendix264 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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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0395
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE $284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $1750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BUSINESS TAXES/ FEES $565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUBSCRIPTIONS $380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS EXPENSE $375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOARD EXPENSES $307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE $73
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PREPAID EXPENSES - Beginning $0 PREPAID EXPENSES - Ending $4655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CASH SURRENDER VALUE LIFE - Beginning $0 CASH SURRENDER VALUE LIFE - Ending $1223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $7579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Deferred Revenue - Beginning $0 Deferred Revenue - Ending $3500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
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 Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1003
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE G CLARKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER WASHINGTON FOUNDATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSURANCE AND FINANCIAL ADVISORS
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0521935068
ReturnHeader/Filer/PhoneNum08447172858
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 STATE STREET
ReturnHeader/Filer/USAddress/CityNm0CEDAR FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050613
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/ZIPCd0503223775
ReturnHeader/PreparerPersonGrp/PhoneNum05152708080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY F STRAWHACKER
ReturnHeader/ReturnTs02018-05-15T06:56:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$234,427
Liabilities
$11,079
Net assets
$223,348
Revenue
$32,299
Expenses
$21,379
Net income
$10,920
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.10$0.21$4.90$0.89$0.37$0.52
2023Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.54$0.26$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.57$0.03$3.54$0.61$0.34$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.89$0.05$3.85$0.88$0.43$0.46
2020Detailed filing. Detailed filing data is available for this year.$3.38$0.04$3.33$0.71$0.63$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.42$0.03$2.40$0.47$0.35$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.34$0.11$2.23$0.32$0.21$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.97$1.97$0.33$0.22$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.90$1.90$0.39$0.24$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.79$1.79$0.44$0.24$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$1.42$0.44$0.22$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.13$0.36$0.45$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.36