Civic Intelligence

Naifa - Greater Washington DC

990EZ • Fiscal year 2016 • EIN 53-0246898

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 11, 2017

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

78th percentile

0.17x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.15x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-2.7%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-21%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$78,876

Down $2,202 (-2.7%) from 2015

Net Assets

Down

$65,832

Down $15,246 (-19%) from 2015

Liabilities

$13,044

No earlier filing loaded for comparison.

Revenue

Down

$85,903

Down $23,175 (-21%) from 2015

Expenses

Down

$100,784

Down $11,089 (-9.9%) from 2015

Net Income

Down

-$14,881

Down $12,086 (-432%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $61,718Liabilities 2011: $02011Assets 2012: $64,722Net Assets 2012: $64,7222012Assets 2013: $84,562Liabilities 2013: $02013Assets 2014: $83,427Net Assets 2014: $83,4272014Assets 2015: $81,078Net Assets 2015: $81,0782015Assets 2016: $78,876Liabilities 2016: $13,044Net Assets 2016: $65,8322016Assets 2017: $83,937Liabilities 2017: $13,790Net Assets 2017: $70,1472017Assets 2018: $111,037Liabilities 2018: $29,623Net Assets 2018: $81,4142018Assets 2019: $122,970Liabilities 2019: $31,444Net Assets 2019: $91,5262019Assets 2020: $135,251Liabilities 2020: $10,977Net Assets 2020: $124,2742020Assets 2021: $140,449Liabilities 2021: $4,968Net Assets 2021: $135,4812021Assets 2022: $118,665Liabilities 2022: $10,133Net Assets 2022: $108,5322022Assets 2023: $135,340Liabilities 2023: $8,043Net Assets 2023: $127,2972023Assets 2024: $196,747Liabilities 2024: $60,405Net Assets 2024: $136,3422024

Highlighted filing

2016

Assets$78,876
Liabilities$13,044
Net Assets$65,832

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $152,075Expenses 2011: $150,585Net Income 2011: $1,4902011Revenue 2012: $91,538Expenses 2012: $86,611Net Income 2012: $4,9272012Revenue 2013: $171,336Expenses 2013: $154,938Net Income 2013: $16,3982013Revenue 2014: $101,065Expenses 2014: $109,089Net Income 2014: -$8,0242014Revenue 2015: $109,078Expenses 2015: $111,873Net Income 2015: -$2,7952015Revenue 2016: $85,903Expenses 2016: $100,784Net Income 2016: -$14,8812016Revenue 2017: $92,944Expenses 2017: $94,962Net Income 2017: -$2,0182017Revenue 2018: $114,720Expenses 2018: $108,753Net Income 2018: $5,9672018Revenue 2019: $104,712Expenses 2019: $104,560Net Income 2019: $1522019Revenue 2020: $104,639Expenses 2020: $90,090Net Income 2020: $14,5492020Revenue 2021: $62,670Expenses 2021: $60,710Net Income 2021: $1,9602021Revenue 2022: $80,932Expenses 2022: $84,405Net Income 2022: -$3,4732022Revenue 2023: $47,235Expenses 2023: $43,184Net Income 2023: $4,0512023Revenue 2024: $40,795Expenses 2024: $46,992Net Income 2024: -$6,1972024

Highlighted filing

2016

Revenue$85,903
Expenses$100,784
Net Income-$14,881
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 11, 2017
Return Version
2015v3.0
Gross Receipts
$85,903
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

DescriptionGrantsExpenses
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

NameTitleFull / Part TimeBaseOtherTotal
Peter GlassmanDirector-$0--
Dilip JhaveriDirector-$0--
Lauren B SprolesPresident-$0--
Christopher M PirtlePast Presdent-$0--
Ryan BuckDirector-$0--
Angela PerryDirector-$0--
Mathew GraceCommitteeperson-$0--
Richard JacobDirector-$0--
Daniel AdamsDirector-$0--
Kenneth J ValkenburghDirector-$0--
Daniel AltmireSecretarytreasu-$0--
Brian HaneyPresident Elect-$0--
Filing and Contact Details

Filer

Filer Name
Naifa - Greater Washington Dc
EIN
53-0246898
Phone
8447172858
Address
600 STATE STREET, CEDAR FALLS, IA 50613

Signing Officer

Name
Michele G Clarke
Title
Executive Director
Signed
2017-03-11
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 $749

Other Expenses.1005

Travel $3479

Other Expenses.1012

Insurance $1507

Other Expenses.1

Programs and events $51171

Other Expenses.2

Coalition Advocacy $8000

Other Expenses.3

Board meetings $2861

Other Expenses.4

Webb site support $505

Other Expenses.5

Telephone $421

Other Expenses.6

Gifts and Awards $414

Other Expenses.7

Corporate filings $414

Other Assets.1005

Accounts Receivable - Beginning $0 Accounts Receivable - Ending $1987

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $850

Total Liabilities.1003

Deferred Revenue - Beginning $0 Deferred Revenue - Ending $12194

Change in Accounting Method

The organization has filed form 3115 requesting an automatic change from the cash basis of accounting to a full accrual basis of accounting. The organization has elected to take the entire negative adjustment into account in the tax year of change under the $ 50,000 de minimis election. Therefore, there is no adjustment to be reported line 20 of Form 990EZ (other changes in net assets or fund balances)for the change in accounting method.Form 3115 is attached to this return in accordance with instructions.

Raw XML Appendix167 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/BooksInCareOfDetail/USAddress/CityNm0CEDAR FALLS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Peter Glassman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dilip Jhaveri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lauren B Sproles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Christopher M Pirtle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ryan Buck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Angela Perry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mathew Grace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Richard Jacob
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Daniel Adams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Kenneth J Valkenburgh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Daniel Altmire
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Brian Haney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past Presdent
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Committeeperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SecretaryTreasu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11President Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01987
IRS990EZ/OtherChangesInNetAssetsAmt0-365
IRS990EZ/OtherExpensesTotalAmt070021
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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/PrintingPublicationsPostageAmt0496
IRS990EZ/ProgramServiceRevenueAmt045697
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NAIFA -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.
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013044
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0100784
IRS990EZ/TotalRevenueAmt085903
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.naifa-gwdc.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $3479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Programs and events $51171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Coalition Advocacy $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Board meetings $2861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Webb site support $505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Telephone $421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Gifts and Awards $414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Corporate filings $414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Receivable - Beginning $0 Accounts Receivable - Ending $1987
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Deferred Revenue - Beginning $0 Deferred Revenue - Ending $12194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14The organization has filed form 3115 requesting an automatic change from the cash basis of accounting to a full accrual basis of accounting. The organization has elected to take the entire negative adjustment into account in the tax year of change under the $ 50,000 de minimis election. Therefore, there is no adjustment to be reported line 20 of Form 990EZ (other changes in net assets or fund balances)for the change in accounting method.Form 3115 is attached to this return in accordance with instructions.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
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 Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Change in Accounting Method
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michele G Clarke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA - GREATER WASHINGTON DC
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0530246898
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/BusinessNameLine1Txt0Gordon F Chappell CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0402 W Duke of Gloucester St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Williamsburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023185
ReturnHeader/PreparerPersonGrp/PhoneNum07572292230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gordon F Chappell
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-11T12:05:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.60$1.36$0.41$0.47$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.08$1.27$0.47$0.43$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.10$1.09$0.81$0.84$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.05$1.35$0.63$0.61$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.11$1.24$1.05$0.90$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.31$0.92$1.05$1.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.30$0.81$1.15$1.09$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.14$0.70$0.93$0.95$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.13$0.66$0.86$1.01$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.09$1.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.01$1.09$0.08
2013Summary only. Only limited summary data is available for this year.$0.85$0.00$1.71$1.55$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.65$0.92$0.87$0.05
2011Summary only. Only limited summary data is available for this year.$0.62$0.00$1.52$1.51$0.01