Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Naifa - Greater Washington DC
990EZ • Fiscal year 2015 • EIN 53-0246898
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
34th percentile
Higher net margin than 34% of similar nonprofits.
Top Officer Pay
69th percentile
Higher top officer pay than 69% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
38th percentile
Faster asset growth than 38% of similar nonprofits.
Revenue Growth
65th percentile
Faster revenue growth than 65% of similar nonprofits.
Balance Sheet
Assets
Down$81,078
Down $2,349 (-2.8%) from 2014
Net Assets
Down$81,078
Down $2,349 (-2.8%) from 2014
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$109,078
Up $8,013 (+7.9%) from 2014
Expenses
Up$111,873
Up $2,784 (+2.6%) from 2014
Net Income
Up-$2,795
Up $5,229 (+65%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- Nov 16, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $109,078
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.
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.
Program Services
| 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. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| William Rock Brockman | Secretary Treas | - | $0 | - | - |
| Dilip Jhaveri | Past President | - | $0 | - | - |
| Lauren B Sproles | President Elect | - | $0 | - | - |
| Christopher M Pirtle | Presdent | - | $0 | - | - |
| Richard L Stone | Committeeperson | - | $0 | - | - |
| Paul I Franklin | Director | - | $0 | - | - |
| Constance Y Golleher | Director | - | $0 | - | - |
| Mathew Grace | Director | - | $0 | - | - |
| Richard Jacob | Director | - | $0 | - | - |
| Daniel Adams | Director | - | $0 | - | - |
| Rhoda Sherman | Director | - | $0 | - | - |
| Kenneth J Valkenburgh | Director | - | $0 | - | - |
| Daniel Altmire | Director | - | $0 | - | - |
| Brian Haney | Director | - | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- Yes
Filing and Contact Details
Filer
- Filer Name
- Naifa - Greater Washington Dc
- EIN
- 53-0246898
- Phone
- 7035328778
- Address
- PO BOX 5153, ARLINGTON, VA 22205
Signing Officer
- Name
- Daniel Altmire
- Title
- Treasurer
- Signed
- 2015-11-16
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Gordon F Chappell CPA
- Address
- 402 W Duke of Gloucester St, Williamsburg, VA 23185
- Preparer
- Gordon F Chappell
- Phone
- 7572292230
Supplemental Narrative
Additional Explanations
Other Expenses.1001
“Advertising and Promotion $500”
Other Expenses.1002
“Office Expenses $254”
Other Expenses.1003
“Information Technology $859”
Other Expenses.1012
“Insurance $1507”
Other Expenses.1
“Programs and events $54976”
Other Expenses.2
“Coalition Advocacy $11050”
Other Expenses.3
“Convention expense $4857”
Other Expenses.4
“Legislative Affairs $1782”
Other Expenses.5
“Leadership Development $1630”
Other Expenses.6
“Membership and dues $1076”
Other Expenses.7
“Board meetings $1072”
Other Expenses.9
“Gifts and Awards $687”
Other Expenses.11
“Corporate filings $310”
Raw XML Appendix171 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 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 | Daniel Adams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Rhoda Sherman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Kenneth J Valkenburgh |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | Daniel Altmire |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | Brian Haney |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Secretary Treas |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Presdent |
| 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 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 446 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 80560 |
| 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 | 1576 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 50133 |
| 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 | 111873 |
| IRS990EZ/TotalRevenueAmt | 0 | 109078 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NAIFA-GWDC.ORG |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/Form1120POLFiledInd | 0 | false |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | true |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $254 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Information Technology $859 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Insurance $1507 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Programs and events $54976 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Coalition Advocacy $11050 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Convention expense $4857 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Legislative Affairs $1782 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Leadership Development $1630 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Membership and dues $1076 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Board meetings $1072 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Gifts and Awards $687 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Corporate filings $310 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.11 |
| ReturnHeader/BuildTS | 0 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Daniel Altmire |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-11-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NAIFA - GREATER WASHINGTON DC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAIF |
| ReturnHeader/Filer/EIN | 0 | 530246898 |
| ReturnHeader/Filer/PhoneNum | 0 | 7035328778 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 5153 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ARLINGTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 22205 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Gordon F Chappell CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 402 W Duke of Gloucester St |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Williamsburg |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 23185 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7572292230 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Gordon F Chappell |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2015-11-16T09:45:24-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $81,078
- Liabilities
- -
- Net assets
- $81,078
- Revenue
- $109,078
- Expenses
- $111,873
- Net income
- -$2,795