Naifa - Greater Washington DC
990EZ • Fiscal year 2013 • EIN 53-0246898
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Flat$84,562
Flat from 2013
Net Assets
$84,562
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Flat$171,336
Flat from 2013
Expenses
Flat$154,938
Flat from 2013
Net Income
Flat$16,398
Flat from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2012 to Jun 30, 2013
- Signed
- Nov 14, 2013
- Return Version
- 2012v2.0
Mission and Program Overview
Mission
The mission of the greater washington association of insurance and financial advisors is to protect and enhance the livelihood of financial professionals and consumers through advocacy and education of industry matters, while promoting the highest standards of ethical behavior.
Filing and Contact Details
Filer
- EIN
- 53-0246898
Raw XML Appendix195 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRpt | 0 | false |
| IRS990EZ/CashSavingsAndInvestments/BOY | 0 | 64722 |
| IRS990EZ/CashSavingsAndInvestments/EOY | 0 | 84562 |
| IRS990EZ/ContributionsGiftsGrantsEtc | 0 | 62750 |
| IRS990EZ/CostOfGoodsSold | 0 | 0 |
| IRS990EZ/CostOtherBasisAndSalesExpenses | 0 | 0 |
| IRS990EZ/DidOrgFileForm1120POLThisYear | 0 | false |
| IRS990EZ/DirectIndirectPoliticalExpend | 0 | 46332 |
| IRS990EZ/DoesOrgHaveHospital | 0 | false |
| IRS990EZ/EngagePoliticalCmpgnActivities | 0 | false |
| IRS990EZ/ExcessOrDeficitForYear | 0 | 16398 |
| IRS990EZ/FeesAndOthPymtToIndContractors | 0 | 48095 |
| IRS990EZ/ForeignFinancialAccount | 0 | false |
| IRS990EZ/ForeignOffice | 0 | false |
| IRS990EZ/Form720Filed | 0 | false |
| IRS990EZ/FundraisingGrossIncome | 0 | 0 |
| IRS990EZ/GrossReceipts | 0 | 171336 |
| IRS990EZ/GrossReceiptsForPublicUse | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartI | 0 | X |
| IRS990EZ/InitiationFeesAndCapitalContri | 0 | 0 |
| IRS990EZ/InvestmentIncome | 0 | 1057 |
| IRS990EZ/MadeChangesToOrgnzngEtcDoc | 0 | false |
| IRS990EZ/MadeLoansToFromOfficers | 0 | false |
| IRS990EZ/MaintainAnyDonorAdvisedFunds | 0 | false |
| IRS990EZ/MembershipDues | 0 | 66743 |
| IRS990EZ/MethodOfAccountingCash | 0 | X |
| IRS990EZ/NetAssetsOrFundBalances/BOY | 0 | 64722 |
| IRS990EZ/NetAssetsOrFundBalancesBOY | 0 | 64722 |
| IRS990EZ/NetAssetsOrFundBalances/EOY | 0 | 84562 |
| IRS990EZ/NetAssetsOrFundBalancesEOY | 0 | 84562 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 12 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 0 | AMY SHEESLEY |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 1 | PAUL I FRANKLIN |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 2 | DILIP JHAVERI |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 3 | LAUREN A BROACHE SPROLES |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 4 | WILLIAM BROCKMAN |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 5 | CHRISTOPHER M PIRTLE |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 6 | RHODA SHERMAN |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 7 | SANJEEV BUTANI |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 8 | RICHARD L STONE |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 9 | KENNETH J VAN VALKENBURGH |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 10 | BROCK JOLLY |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 11 | CONSTANCE Y GOLLEHER |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 12 | MATHEW GRACE |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 2 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 4 | President |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 5 | Secretary Treas |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 8 | Committeeperson |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 9 | Program Chair |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 11 | Director |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 12 | Past President |
| IRS990EZ/Organization501c | 0 | X |
| IRS990EZ/OrganizationDissolvedEtc | 0 | false |
| IRS990EZ/OrganizationFiled990T | 0 | false |
| IRS990EZ/OrganizationHadUBI | 0 | false |
| IRS990EZ/OtherChangesInNetAssets | 0 | 3442 |
| IRS990EZ/OtherExpensesTotal | 0 | 101924 |
| IRS990EZ/PartVIAHghstPaidCntrctProfSer | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHighestPaidEmpl | 0 | NONE |
| IRS990EZ/PrimaryExemptPurpose | 0 | THE MISSION OF THE GREATER WASHINGTON ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS IS TO PROTECT AND ENHANCE THE LIVELIHOOD OF FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH ADVOCACY AND EDUCATION ON INDUSTRY MATTERS, WHILE PROMOTING THE HIGHEST STANDARDS OF ETHICAL BEHAVIOR. |
| IRS990EZ/PrintingPublicationsPostage | 0 | 4919 |
| IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom | 0 | NAIFA -GREATER WASHINGTON DC IS A PROFESSIONAL ORGANIZATION REPRESENTING INSURANCE AND FINANCIAL ADVISORS THROUGHOUT THE WASHINGTON DC AREA. IT IS A MEMBER OF THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS' FEDERATION. NAIFA-GWDC PROVIDES MEMBERS WITH EDUCATIONAL PROGRAMMING, NETWORKING OPPORTUNITIES, A NEWSLETTER AND KEEPS THE MEMBERSHIP INFORMED ON ISSUES OF INTEREST TO INDUSTRY PROFESSIONALS. DURING THE YEAR, THE ORGANIZATION PROVIDED IN-HOUSE CONTINUING EDUCATION PROGRAMS, UPDATED NEWSLETTER PUBLISHED SIX TIMES DURING THE YEAR, PROVIDED PROFESSIONAL LEADERSHIP SPEAKERS TO THE GENERAL MEMBERSHIP AT THE ANNUAL MEETING. |
| IRS990EZ/ProgramServiceRevenue | 0 | 40786 |
| IRS990EZ/ProhibitedTaxShelterTrans | 0 | false |
| IRS990EZ/RelatedOrgControlledEntity | 0 | false |
| IRS990EZ/SpecialEventsDirectExpenses | 0 | 0 |
| IRS990EZ/SubjectToProxyTax | 0 | true |
| IRS990EZ/TanningServicesProvided | 0 | false |
| IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 2429 N POTOMAC ST |
| IRS990EZ/TheBooksAreInCareOf/AddressUS/City | 0 | ARLINGTON |
| IRS990EZ/TheBooksAreInCareOf/AddressUS/State | 0 | VA |
| IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 22207 |
| IRS990EZ/TheBooksAreInCareOf/NamePerson | 0 | DINA LAND |
| IRS990EZ/TheBooksAreInCareOf/TelephoneNumber | 0 | 7035328778 |
| IRS990EZ/TotalAssets/BOY | 0 | 64722 |
| IRS990EZ/TotalAssets/EOY | 0 | 84562 |
| IRS990EZ/TotalExpenses | 0 | 154938 |
| IRS990EZ/TotalRevenue | 0 | 171336 |
| IRS990EZ/TransactionWithControlEntity | 0 | false |
| IRS990EZ/WebSite | 0 | WWW.NAIFA-GWDC.ORG |
| IRS990ScheduleB/ContributorInfo/AggregateContributions | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNumber | 0 | RESTRICTED |
| IRS990ScheduleC/AggrAmtReportedInDuesNotices | 0 | 65687 |
| IRS990ScheduleC/AgreeToCarryoverPriorYear | 0 | false |
| IRS990ScheduleC/DuesAssessments | 0 | 129493 |
| IRS990ScheduleC/Form1120PolFiled | 0 | false |
| IRS990ScheduleC/NonDedLobbyPoliticalCurrent | 0 | 46332 |
| IRS990ScheduleC/NonDedLobbyPoliticalTotal | 0 | 46332 |
| IRS990ScheduleC/OnlyInHouseLobbying | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondeduct | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | Dues $ 66,743Voluntary contributions 62,750 Total Dues and Similar Amounts $ 129,493Coalition Lobbying expense $ 41,600Allocated managment fee 4,732 Total lobbying expense $ 46,332Less aggregate amount reported in Sec 6033(e)(1)(A) notice of non deductible Sec 162(e) dues and similar amounts $ 65,687The Organization engaged in lobbying activity to alert the small employer communitywithin the District of Columbia to the DC Health Benefits Exchange Board's proposalsto eliminate the private health insurance market. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | Corporate filings $310 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | Leadership Development $525 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | Membership and dues $641 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | Gifts and Awards $679 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | Legislative Affairs $1120 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | Board meetings $1796 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 7 | Convention expense $3008 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 8 | Coalition Advocacy $41600 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 9 | Programs and events $49815 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 10 | Insurance $925 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 11 | Information Technology $853 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 12 | Office Expenses $152 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 13 | Advertising and Promotion $500 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | Form 990-EZ, General Explanation.1 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | Form 990-EZ, Part I, Line 16.11 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | Form 990-EZ, Part I, Line 16.10 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | Form 990-EZ, Part I, Line 16.9 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 4 | Form 990-EZ, Part I, Line 16.8 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 5 | Form 990-EZ, Part I, Line 16.7 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 6 | Form 990-EZ, Part I, Line 16.6 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 7 | Form 990-EZ, Part I, Line 16.4 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 8 | Form 990-EZ, Part I, Line 16.2 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 9 | Form 990-EZ, Part I, Line 16.1 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 10 | Form 990-EZ, Part I, Line 16.1012 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 11 | Form 990-EZ, Part I, Line 16.1003 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 12 | Form 990-EZ, Part I, Line 16.1002 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 13 | Form 990-EZ, Part I, Line 16.1001 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | Schedule C Part III B Lobbying activity |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | Other Expenses.11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | Other Expenses.10 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | Other Expenses.9 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | Other Expenses.8 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 5 | Other Expenses.7 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 6 | Other Expenses.6 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 7 | Other Expenses.4 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 8 | Other Expenses.2 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 9 | Other Expenses.1 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 10 | Other Expenses.1012 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 11 | Other Expenses.1003 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 12 | Other Expenses.1002 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 13 | Other Expenses.1001 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 530246898 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | NAIFA - GREATER WASHINGTON DC |
| ReturnHeader/Filer/NameControl | 0 | NAIF |
| ReturnHeader/Filer/Phone | 0 | 7035328778 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 5153 |
| ReturnHeader/Filer/USAddress/City | 0 | ARLINGTON |
| ReturnHeader/Filer/USAddress/State | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 22205 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | true |
| ReturnHeader/Officer/DateSigned | 0 | 2013-11-14 |
| ReturnHeader/Officer/Name | 0 | LAUREN SPROLES |
| ReturnHeader/Officer/Title | 0 | Secretary Treasurer |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | Gordon F Chappell CPA |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 402 W Duke of Gloucester St |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | Williamsburg |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | VA |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 23185 |
| ReturnHeader/Preparer/Name | 0 | Gordon F Chappell |
| ReturnHeader/Preparer/Phone | 0 | 7572292230 |
| ReturnHeader/Preparer/SelfEmployed | 0 | X |
| ReturnHeader/ReturnType | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2012-07-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2013-06-30 |
| ReturnHeader/TaxYear | 0 | 2012 |
| ReturnHeader/Timestamp | 0 | 2013-11-14T10:21:23-08:00 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $84,562
- Liabilities
- -
- Net assets
- $84,562
- Revenue
- $171,336
- Expenses
- $154,938
- Net income
- $16,398