Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
990EZ • Fiscal year 2016 • EIN 53-0246898
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
Liabilities / Revenue
82nd percentile
Higher debt load relative to revenue than 82% of similar nonprofits.
Net Margin
15th percentile
Higher net margin than 15% 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
16th percentile
Faster revenue growth than 16% of similar nonprofits.
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
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 |
|---|---|---|---|---|---|
| Peter Glassman | Director | - | $0 | - | - |
| Dilip Jhaveri | Director | - | $0 | - | - |
| Lauren B Sproles | President | - | $0 | - | - |
| Christopher M Pirtle | Past Presdent | - | $0 | - | - |
| Ryan Buck | Director | - | $0 | - | - |
| Angela Perry | Director | - | $0 | - | - |
| Mathew Grace | Committeeperson | - | $0 | - | - |
| Richard Jacob | Director | - | $0 | - | - |
| Daniel Adams | Director | - | $0 | - | - |
| Kenneth J Valkenburgh | Director | - | $0 | - | - |
| Daniel Altmire | Secretarytreasu | - | $0 | - | - |
| Brian Haney | President Elect | - | $0 | - | - |
“Advertising and Promotion $500”
“Office Expenses $749”
“Travel $3479”
“Insurance $1507”
“Programs and events $51171”
“Coalition Advocacy $8000”
“Board meetings $2861”
“Webb site support $505”
“Telephone $421”
“Gifts and Awards $414”
“Corporate filings $414”
“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $1987”
“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $850”
“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $12194”
“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.”
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 | THE GRASSLEY GROUP |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8447172858 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 600 STATE STREET STE A |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CEDAR FALLS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 50613 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 81078 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 76889 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -14881 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 30267 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 81078 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 78876 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 85903 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 836 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 39370 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 81078 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 65832 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 81078 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 65832 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| 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 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 2.00 |
| 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/PersonNm | 0 | Peter Glassman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Dilip Jhaveri |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Lauren B Sproles |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Christopher M Pirtle |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Ryan Buck |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Angela Perry |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Mathew Grace |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Richard Jacob |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Daniel Adams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Kenneth J Valkenburgh |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Daniel Altmire |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Brian Haney |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Past Presdent |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Committeeperson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | SecretaryTreasu |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | President Elect |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1987 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -365 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 70021 |
| 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 | 496 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 45697 |
| 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 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 13044 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 100784 |
| IRS990EZ/TotalRevenueAmt | 0 | 85903 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.naifa-gwdc.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $749 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Travel $3479 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Insurance $1507 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Programs and events $51171 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Coalition Advocacy $8000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Board meetings $2861 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Webb site support $505 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Telephone $421 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Gifts and Awards $414 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Corporate filings $414 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Accounts Receivable - Beginning $0 Accounts Receivable - Ending $1987 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $850 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Deferred Revenue - Beginning $0 Deferred Revenue - Ending $12194 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1005 |
| 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 Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Total Liabilities.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Change in Accounting Method |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Michele G Clarke |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-03-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NAIFA - GREATER WASHINGTON DC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAIF |
| ReturnHeader/Filer/EIN | 0 | 530246898 |
| ReturnHeader/Filer/PhoneNum | 0 | 8447172858 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 600 STATE STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CEDAR FALLS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 50613 |
| 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 | 2017-03-11T12:05:03-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.