Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2014 • EIN 53-0246898
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
23rd percentile
Higher net margin than 23% of similar nonprofits.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
40th percentile
Faster asset growth than 40% of similar nonprofits.
Revenue Growth
6th percentile
Faster revenue growth than 6% of similar nonprofits.
Assets
Down$83,427
Down $1,135 (-1.3%) from 2013
Net Assets
$83,427
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Down$101,065
Down $70,271 (-41%) from 2013
Expenses
Down$109,089
Down $45,849 (-30%) from 2013
Net Income
Down-$8,024
Down $24,422 (-149%) from 2013
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.
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.
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| William Rock Brockman | Past President | - | $0 | - | - |
| Dilip Jhaveri | President | - | $0 | - | - |
| Lauren B Sproles | Secretary Treas | - | $0 | - | - |
| Christopher M Pirtle | Presdent Elect | - | $0 | - | - |
| Richard L Stone | Committeeperson | - | $0 | - | - |
| Paul I Franklin | Director | - | $0 | - | - |
| Constance Y Golleher | Director | - | $0 | - | - |
| Mathew Grace | Director | - | $0 | - | - |
| Richard Jacob | Director | - | $0 | - | - |
| Amy Sheesley | Director | - | $0 | - | - |
| Rhoda Sherman | Director | - | $0 | - | - |
| Kenneth J Valkenburgh | Director | - | $0 | - | - |
| Carlos Vasquez | Director | - | $0 | - | - |
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $600 |
| Total Nondeductible Lobbying and Political Cost | $600 |
“Office Expenses $111”
“Information Technology $859”
“Insurance $1473”
“Programs and events $43704”
“Coalition Advocacy $12050”
“Convention expense $4472”
“Board meetings $3558”
“Membership and dues $2166”
“Legislative Affairs $1500”
“Gifts and Awards $695”
“Leadership Development $525”
“Corporate filings $230”
“The annual meeting and elections of Officers and Directors of the Association shall be held in April, May or June, and may be combined or held separately from the Installation of Officers and Directors and membership meeting, if mutually agreed upon by the Board of Directors. The membership of this Association shall be given at least two (2) weeks' notice of the date and place of these meetings whether held separately or combined."”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DINA LAND |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7035328778 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 2429 N POTOMAC ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | ARLINGTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | VA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 22207 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 84562 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 83427 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -8024 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 35563 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 84562 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 83427 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 101065 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 996 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 63131 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 84562 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 83427 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 84562 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 83427 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | William Rock Brockman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Dilip Jhaveri |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Lauren B Sproles |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Christopher M Pirtle |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Richard L Stone |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Paul I Franklin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Constance Y Golleher |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Mathew Grace |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Richard Jacob |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Amy Sheesley |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Rhoda Sherman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Kenneth J Valkenburgh |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | Carlos Vasquez |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary Treas |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Presdent Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Committeeperson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 6889 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 71343 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 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/PrintingPublicationsPostageAmt | 0 | 2183 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 36938 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 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/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 109089 |
| IRS990EZ/TotalRevenueAmt | 0 | 101065 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NAIFA-GWDC.ORG |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 3200 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 63131 |
| IRS990ScheduleC/Form1120POLFiledInd | 0 | false |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 600 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 600 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Office Expenses $111 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Information Technology $859 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Insurance $1473 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Programs and events $43704 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Coalition Advocacy $12050 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Convention expense $4472 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Board meetings $3558 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Membership and dues $2166 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Legislative Affairs $1500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Gifts and Awards $695 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Leadership Development $525 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Corporate filings $230 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | The annual meeting and elections of Officers and Directors of the Association shall be held in April, May or June, and may be combined or held separately from the Installation of Officers and Directors and membership meeting, if mutually agreed upon by the Board of Directors. The membership of this Association shall be given at least two (2) weeks' notice of the date and place of these meetings whether held separately or combined." |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | By Law Amendments |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | William Rock Brockman |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Secretary/Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-11-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | NAIFA - GREATER WASHINGTON DC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAIF |
| ReturnHeader/Filer/EIN | 0 | 530246898 |
| ReturnHeader/Filer/PhoneNum | 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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | Gordon F Chappell CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 402 W Duke of Gloucester St |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | Williamsburg |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 23185 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7572292230 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Gordon F Chappell |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2014-11-13T07:16:01-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.