Liabilities / Assets
69th percentile
Higher debt load relative to assets than 69% of similar nonprofits.
Naifa - Greater Washington DC
990EZ • Fiscal year 2023 • EIN 53-0246898
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.06x
Liabilities / Revenue
81st percentile
Higher debt load relative to revenue than 81% of similar nonprofits.
Net Margin
65th percentile
Higher net margin than 65% of similar nonprofits.
Top Officer Pay
73rd percentile
Higher top officer pay than 73% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
7th percentile
Faster revenue growth than 7% of similar nonprofits.
Balance Sheet
Assets
Up$135,340
Up $16,675 (+14%) from 2022
Net Assets
Up$127,297
Up $18,765 (+17%) from 2022
Liabilities
Down$8,043
Down $2,090 (-21%) from 2022
Revenue And Expenses
Revenue
Down$47,235
Down $33,697 (-42%) from 2022
Expenses
Down$43,184
Down $41,221 (-49%) from 2022
Net Income
Up$4,051
Up $7,524 (+217%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Jun 10, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $47,235
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
| Description | Grants | Expenses |
|---|---|---|
| NAIFA- GREATER WASHINGTON DC IS A PROFESSIONAL ORGANIZATION REPRESENTING INSURANCE AND FINANCIAL ADVISORS THROUGHOUT THE WASHINGTON DC AREA. IT IS A CHAPTER OF THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS. 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
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RYAN BUCK | Past President | - | $0 | - | - |
| GAFFAR CHOWDHURY | President | - | $0 | - | - |
| NATHAN MOORE | President Elect | - | $0 | - | - |
| MATTHEW GRACE | VP Advocacy | - | $0 | - | - |
| BRIAN HANEY | VP-Lili/Yat/Dei | - | $0 | - | - |
| NORMAN SCHERER | Sec/Treasurer | - | $0 | - | - |
| BRIAN MONEY | VP- Membership | - | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- No
Reported Spending and Taxes
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $700 |
| Total Nondeductible Lobbying and Political Cost | $700 |
Filing and Contact Details
Filer
- Filer Name
- Naifa - Greater Washington Dc
- EIN
- 53-0246898
- Phone
- 8447172858
- Address
- 600 STATE STREET A, CEDAR FALLS, IA 50613
Signing Officer
- Name
- Jennifer Mauer
- Title
- Executive Director
- Signed
- 2024-06-10
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Welgaard Cpas and Advisors
- Address
- 10550 NEW YORK AVENUE SUITE 100, URBANDALE, IA 50322
- Preparer
- Darlene Danielson CPA
- Phone
- 5152530099
Supplemental Narrative
Additional Explanations
Other Expenses.1001
“Advertising and Promotion $1097”
Other Expenses.1002
“Office Expenses $880”
Other Expenses.1005
“Travel $2195”
Other Expenses.1007
“Conferences, Conventions, and Meetings $3916”
Other Expenses.1012
“Insurance $1559”
Other Expenses.1
“Grants/scholarships/donations $982”
Other Expenses.2
“Dues & subscriptions $531”
Other Expenses.3
“CREDIT CARD FEES $49”
Other Assets.1005
“Accounts Receivable - Beginning $5559 Accounts Receivable - Ending $4959”
Other Assets.1011
“Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $62”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $1051 Accounts Payable and Accrued Expenses - Ending $2642”
Total Liabilities.1003
“Deferred Revenue - Beginning $9082 Deferred Revenue - Ending $5401”
Raw XML Appendix157 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | NAIFA MIDWEST OFFICE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8447172858 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 600 STATE STSTE A |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CEDAR FALLS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 50613 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 113106 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 130319 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4051 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 31975 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 118665 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 135340 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 47235 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1891 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 36334 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 108532 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 127297 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 108532 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 127297 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 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/PersonNm | 0 | RYAN BUCK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | GAFFAR CHOWDHURY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | NATHAN MOORE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MATTHEW GRACE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | BRIAN HANEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | NORMAN SCHERER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | BRIAN MONEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP ADVOCACY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP-LILI/YAT/DEI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SEC/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | VP- MEMBERSHIP |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 5559 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 5021 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 14714 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 11209 |
| 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 OF INDUSTRY MATTERS, WHILE PROMOTING THE HIGHEST STANDARDS OF ETHICAL BEHAVIOR. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 9010 |
| 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 CHAPTER OF THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS. 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 10133 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 8043 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 43184 |
| IRS990EZ/TotalRevenueAmt | 0 | 47235 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | GWDC.NAIFA.ORG |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 1634 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 36334 |
| IRS990ScheduleC/Form1120POLFiledInd | 0 | false |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 700 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 700 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $1097 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $880 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Travel $2195 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Conferences, Conventions, and Meetings $3916 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance $1559 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | GRANTS/SCHOLARSHIPS/DONATIONS $982 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Dues & subscriptions $531 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | CREDIT CARD FEES $49 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Accounts Receivable - Beginning $5559 Accounts Receivable - Ending $4959 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $62 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Accounts Payable and Accrued Expenses - Beginning $1051 Accounts Payable and Accrued Expenses - Ending $2642 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Deferred Revenue - Beginning $9082 Deferred Revenue - Ending $5401 |
| 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.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1003 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JENNIFER MAUER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-06-10 |
| 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 A |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CEDAR FALLS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 50613 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 421130301 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WELGAARD CPAS AND ADVISORS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 10550 NEW YORK AVENUE SUITE 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | URBANDALE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 50322 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5152530099 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DARLENE DANIELSON CPA |
| ReturnHeader/ReturnTs | 0 | 2024-06-10T09:29:36-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JENNIFER |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MAUER |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $135,340
- Liabilities
- $8,043
- Net assets
- $127,297
- Revenue
- $47,235
- Expenses
- $43,184
- Net income
- $4,051