Civic Intelligence

Naifa - Greater Washington DC

990EZ • Fiscal year 2017 • EIN 53-0246898

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 09, 2018

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

79th percentile

0.16x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.15x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

37th percentile

-2.2%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

8.2%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$83,937

Up $5,061 (+6.4%) from 2016

Net Assets

Up

$70,147

Up $4,315 (+6.6%) from 2016

Liabilities

Up

$13,790

Up $746 (+5.7%) from 2016

Revenue

Up

$92,944

Up $7,041 (+8.2%) from 2016

Expenses

Down

$94,962

Down $5,822 (-5.8%) from 2016

Net Income

Up

-$2,018

Up $12,863 (+86%) from 2016

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

2017

Assets$83,937
Liabilities$13,790
Net Assets$70,147

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

2017

Revenue$92,944
Expenses$94,962
Net Income-$2,018
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 9, 2018
Return Version
2016v3.0
Gross Receipts
$92,944
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.

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, AND PROVIDED PROFESSIONAL LEADERSHIP SPEAKERS TO THE GENERAL MEMBERSHIP AT THE ANNUAL MEETING.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN HANEYPresident-$0--
DANIEL ALTMIREPresident Elect-$0--
RYAN BUCKSecretary/Treas-$0--
MATTHEW GRACENatl Committee-$0--
LAUREN B SPROLESPast President-$0--
DANIEL ADAMSDirector-$0--
PETER GLASSMANDirector-$0--
RICHARD JACOBDirector-$0--
DILIP JHAVERIDirector-$0--
ANGELA PERRYDirector-$0--
CHRISTOPHER M PIRTLEDirector-$0--
KENNETH J VAN VALKENBURGHDirector-$0--
BROCK JOLLYSuccess Summit-$0--
RICHARD L STONEFed Govt Liaiso-$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
2018-01-09
Discuss with paid preparer
Yes

Preparer

Firm
Timmins Jacobsen & Strawhacker LLP
Address
10550 New York Ave Suite 200, Des Moines, IA 50322-3775
Preparer
Jeffrey F Strawhacker
Phone
5152708080
Supplemental Narrative

Additional Explanations

Other Revenue.1

MISCELLANEOUS $519

Other Revenue.2

ROYALTIES $165

Other Expenses.1002

Office Expenses $185

Other Expenses.1005

Travel $109

Other Expenses.1007

Conferences, Conventions, and Meetings $53719

Other Expenses.1012

Insurance $979

Other Expenses.1

Board meeting expense $2919

Other Expenses.2

WEBSITE SUPPORT $2804

Other Expenses.3

Registration/admission/entry $1220

Other Expenses.4

GOVERNMENT AFFAIRS $1000

Other Expenses.5

Membership expenditures $826

Other Expenses.6

GIFTS $500

Other Expenses.7

TELEPHONE $444

Other Expenses.8

LICENSES & FEES $132

Other Expenses.10

MERCHANT FEES $40

Other Assets.1005

Accounts Receivable - Beginning $1987 Accounts Receivable - Ending $3050

Other Assets.1

PREPAID EXPENSES - Beginning $0 PREPAID EXPENSES - Ending $10772

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $850 Accounts Payable and Accrued Expenses - Ending $2529

Total Liabilities.1003

Deferred Revenue - Beginning $12194 Deferred Revenue - Ending $10761

Total Liabilities.1

ACCRUED EXPENSES - Beginning $0 ACCRUED EXPENSES - Ending $500

Raw XML Appendix186 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/PersonNm0BRIAN HANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL ALTMIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RYAN BUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW GRACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAUREN B SPROLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIEL ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PETER GLASSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RICHARD JACOB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DILIP JHAVERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANGELA PERRY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12BROCK JOLLY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12SUCCESS SUMMIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13FED GOVT LIAISO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt013822
IRS990EZ/OtherChangesInNetAssetsAmt06333
IRS990EZ/OtherExpensesTotalAmt064877
IRS990EZ/OtherRevenueTotalAmt0684
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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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 OF INDUSTRY MATTERS, WHILE PROMOTING THE HIGHEST STANDARDS OF ETHICAL BEHAVIOR.
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IRS990EZ/WebsiteAddressTxt0WWW.NAIFA-GWDC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROYALTIES $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $53719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOARD MEETING EXPENSE $2919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE SUPPORT $2804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REGISTRATION/ADMISSION/ENTRY $1220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9GOVERNMENT AFFAIRS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEMBERSHIP EXPENDITURES $826
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11GIFTS $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TELEPHONE $444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13LICENSES & FEES $132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MERCHANT FEES $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Receivable - Beginning $1987 Accounts Receivable - Ending $3050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PREPAID EXPENSES - Beginning $0 PREPAID EXPENSES - Ending $10772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accounts Payable and Accrued Expenses - Beginning $850 Accounts Payable and Accrued Expenses - Ending $2529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Deferred Revenue - Beginning $12194 Deferred Revenue - Ending $10761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19ACCRUED EXPENSES - Beginning $0 ACCRUED EXPENSES - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE G CLARKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-09
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/BusinessNameLine1Txt0Timmins Jacobsen & Strawhacker LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010550 New York Ave Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503223775
ReturnHeader/PreparerPersonGrp/PhoneNum05152708080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY F STRAWHACKER
ReturnHeader/ReturnTs02018-01-09T12:05:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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