Civic Intelligence

National Association for Fixed Annuities

990 • Fiscal year 2012 • EIN 54-1877987

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 15, 2013

Organization Profilewww.nafa.com
2300 E Kensington Blvd53211
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

2012 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$343,628

Up $68,956 (+25%) from 2011

Net Assets

Up

$343,628

Up $68,956 (+25%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$898,454

Up $19,735 (+2.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $284,385Liabilities 2010: $0Net Assets 2010: $284,3852010Assets 2011: $274,672Liabilities 2011: $0Net Assets 2011: $274,6722011Assets 2012: $343,628Liabilities 2012: $0Net Assets 2012: $343,6282012Assets 2013: $338,462Liabilities 2013: $160,500Net Assets 2013: $177,9622013Assets 2014: $345,151Liabilities 2014: $137,595Net Assets 2014: $207,5562014Assets 2015: $249,495Liabilities 2015: $80,461Net Assets 2015: $169,0342015Assets 2016: $525,865Liabilities 2016: $60,276Net Assets 2016: $465,5892016Assets 2017: $559,033Liabilities 2017: $61,302Net Assets 2017: $497,7312017Assets 2018: $534,687Liabilities 2018: $153,800Net Assets 2018: $380,8872018Assets 2019: $557,314Liabilities 2019: $139,849Net Assets 2019: $417,4652019Assets 2020: $671,327Liabilities 2020: $242,167Net Assets 2020: $429,1602020Assets 2021: $1,111,243Liabilities 2021: $442,541Net Assets 2021: $668,7022021Assets 2022: $1,430,503Liabilities 2022: $573,741Net Assets 2022: $856,7622022Assets 2023: $1,659,036Liabilities 2023: $551,216Net Assets 2023: $1,107,8202023Assets 2024: $1,995,983Liabilities 2024: $679,713Net Assets 2024: $1,316,2702024

Highlighted filing

2012

Assets$343,628
Liabilities$0
Net Assets$343,628
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $519,6112010Revenue 2011: $869,006Expenses 2011: $878,719Net Income 2011: -$9,7132011Expenses 2012: $898,4542012Revenue 2013: $644,518Expenses 2013: $756,981Net Income 2013: -$112,4632013Revenue 2014: $921,239Expenses 2014: $877,871Net Income 2014: $43,3682014Revenue 2015: $978,136Expenses 2015: $1,016,658Net Income 2015: -$38,5222015Revenue 2016: $2,186,304Expenses 2016: $1,889,749Net Income 2016: $296,5552016Revenue 2017: $1,399,121Expenses 2017: $1,366,979Net Income 2017: $32,1422017Revenue 2018: $1,079,538Expenses 2018: $1,196,382Net Income 2018: -$116,8442018Revenue 2019: $1,122,908Expenses 2019: $1,086,330Net Income 2019: $36,5782019Revenue 2020: $881,558Expenses 2020: $869,863Net Income 2020: $11,6952020Revenue 2021: $1,212,602Expenses 2021: $973,060Net Income 2021: $239,5422021Revenue 2022: $1,421,840Expenses 2022: $1,233,780Net Income 2022: $188,0602022Revenue 2023: $1,812,906Expenses 2023: $1,561,848Net Income 2023: $251,0582023Revenue 2024: $2,022,057Expenses 2024: $1,813,607Net Income 2024: $208,4502024

Highlighted filing

2012

Revenue-
Expenses$898,454
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 15, 2013
Return Version
2012v2.0
Gross Receipts
$967,410
Mission and Program Overview

Mission

NAFA is exclusively dedicated to promoting the awareness and understanding of fixed income and deferred annuities through the education of policymakers, journalists, consumers, and the industry.

Major Activities

Activity 2
Conferences-held the NAFA Annuity Forum and NAFA IMO Summit to educate and inform attendees about fixed annuities and compliance with regulations and legislation governing fixed annuities.
Activity 3
Worked with NAIC and state regulators on Model Law, regulation and rules related to fixed annuities. Educated membership about compliance with same, Worked with congressional leaders and regulators at federal level related to issues affecting fixed annuities.
Filing and Contact Details

Filer

EIN
54-1877987
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IRS990/Activity2/Description0Conferences-held the NAFA Annuity Forum and NAFA IMO Summit to educate and inform attendees about fixed annuities and compliance with regulations and legislation governing fixed annuities.
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IRS990/ActivityOrMissionDescription0NAFA provides education and training opportunities for those who distribute and sell fixed annuities. NAFA promotes the awareness and understanding of fixed annuities with regulators, legislators, the media and consumers.
IRS990/ActivityOther/Description01. NAFA focused on proactive means to communicate factual information about fixed annuities to consumers and the news media. In 2011, NAFA created and launched www.fixedannuityfacts.org. This website serves as a resource center for the public to learn about and understand fixed annuities. The website is designed with three portals: for consumers, the media and producers. The portals are constructed with fact-based information about fixed annuities, how they work, what they can do for retirees and how consumers should approach buying a fixed annuity. The website is designed to be interactive with various financial planning calculators.
IRS990/ActivityOther/Description1With a goal to better serve the information and education needs of its members, NAFA introduced a new website at www.nafa.com in 2011. The new interactive platform provides a robust "members-only" section with beneficial resources, industry data and information available only to registered NAFA members. The website provides easy navigational tools members and non-members can use for fixed annuity information, educational resources, and NAFA activities.
IRS990/ActivityOther/Description2NAFA participated in the Indexed Annuity Leadership Council (IALC), a group of insurers and companies dedicated to promoting the benefits of indexed annuities to the media and consumers through an aggressive and focused public relations strategy. The highlights of this initiative are: NAFA was heard on over 14 major radio markets which reached over 4 million listeners delivering more information to the public and mainstream media about the value and benefits of indexed annuities. The IALC outlined potential media, academic and financial planning influencers; monitoring and reporting positive messages from allies that can be amplified through social media channels and negative messages for response consideration or education. The IALC completed a new consumer survey on retirement perceptions that was used to create press releases, articles and blog posts placed in 126 print publications and 133 online placements reaching over 5 million readers. Created www.indexedannuityinsights.org blog for consumers and initiated the consumer advocate awareness forum at the NAIC spring conference giving consumer advocates an overview of indexed annuities, producer/product training and suitability. The consumer forum featured key NAFA members.
IRS990/ActivityOther/Description3NAFA hosted two, successful national conferences in 2011, which provided innovative and breaking news presentations by leaders in the industry. Both conferences resulted in net revenue gains to the association and record attendance.
IRS990/ActivityOther/Description4NAFA's board and membership continued to see a great need for NAFA to remain vigilant on the government relations front, even though SEC Rule 151A was defeated. The board researched options for a Washington D.C.-based lobbyist firm to assist NAFA with federal legislative and regulatory issues. In 2011, NAFA hired CapCity Advocates to assist in educating and informing federal regulators, legislators and policymakers about fixed annuities and their role in financial planning; increase awareness of NAFA and its mission to promote fixed annuities; and work with agencies and other trade associations in activities that further our mission and the number of Americans who own a fixed annuity. State legislative and regulatory issues continued to be an active and important role for NAFA in 2011. In order to stay current on all fixed annuity develops on a state-by-state basis, NAFA researched, developed and annotated a 50-State Survey on each state's Uniform Security Act adoption and interpretation related to investment advice on source of funds. The survey is available at www.nafa.com and is used by members to develop advocacy positions and compliance guidelines for advertising, marketing and selling fixed annuities. At the request of the Deputy Insurance Commissioner in Iowa, NAFA worked with the American Academy of Actuaries on the Annuity Illustration Model ensuring that annuity illustrations were not mandated at the carrier, product or producer level and that indexed annuity illustrations were not competitively disadvantaged or misrepresented by the Model's requirements. NAFA was pleased to be publically thanked by Mr. Mumford at the A Committee meeting adopting the model. 4. NAFA's Government Relations Committee and Source of Funds Working Group researched the source of funds history at the state level including legal precedence, judicial action, regulations and disciplinary actions (using in part the 50-State Survey) and drafted the Permitted Activities Guidance Memo utilized by Iowa Insurance Division as a Bulletin. It is also being considered for use by the Illinois Insurance Department.
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IRS990/Description0ONLINE AND PRINT EDUCATION - Created and Updated www.fixedannuityfacts.org a consumer-based educational website for non-commercial information about fixed annuities Created consumer tips series. Created Guiding Principles series. Held Webinars monthly to educate producers about fixed annuities. Consulted and advised SAFE, the Society for Annuity Facts and Education. Filed 501c3 paperwork for SAFE.
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IRS990ScheduleO/GeneralExplanation/Explanation0Our bylaws require membership to elect its Board of Directors. We are a non-stock non profit made up of members.
IRS990ScheduleO/GeneralExplanation/Explanation1Our membership votes in board of directors annually who serve for three years. The Board of Directors elects its officers.
IRS990ScheduleO/GeneralExplanation/Explanation2The membership approves or disapproves of decisions by the board through representation and counsel.
IRS990ScheduleO/GeneralExplanation/Explanation3Executive Committee and Board of Directors meeting review the filing.
IRS990ScheduleO/GeneralExplanation/Explanation4At beginning of each fiscal year all board members required to sign they understand and their requirement to disclose.
IRS990ScheduleO/GeneralExplanation/Explanation5The Board reviews annually and compares using and association firms compensation survey and annual performance review of the Executive Director.
IRS990ScheduleO/GeneralExplanation/Explanation6They are available at our company website under Policies and Governance
IRS990ScheduleO/GeneralExplanation/Identifier0F990_P06_S0A_L06
IRS990ScheduleO/GeneralExplanation/Identifier1F990_P06_S0A_L07a
IRS990ScheduleO/GeneralExplanation/Identifier2F990_P06_S0A_L07b
IRS990ScheduleO/GeneralExplanation/Identifier3F990_P06_S0B_L11b
IRS990ScheduleO/GeneralExplanation/Identifier4F990_P06_S0B_L12c
IRS990ScheduleO/GeneralExplanation/Identifier5F990_P06_S0B_L15
IRS990ScheduleO/GeneralExplanation/Identifier6F990_P06_S0C_L19
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/GeneralExplanation/ReturnReference5Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/GeneralExplanation/ReturnReference6Form 990, Part VI, Section C, Line 19
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0WI
IRS990/SubjectToProxyTax01
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBondLiabilities/BOY00
IRS990/TaxExemptBondLiabilities/EOY00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY00
IRS990/TemporarilyRestrictedNetAssets/EOY00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102300 E Kensington Blvd
IRS990/TheBooksAreInCareOf/AddressUS/City0Milwaukee
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode053211
IRS990/TheBooksAreInCareOf/NamePerson0Kim O'Brien
IRS990/TheBooksAreInCareOf/TelephoneNumber04143329306
IRS990/TotalAssets/BOY0274672
IRS990/TotalAssetsBOY0274672
IRS990/TotalAssets/EOY0343628
IRS990/TotalAssetsEOY0343628
IRS990/TotalCompGT150K00
IRS990/TotalContributions00
IRS990/TotalExpensesCurrentYear0898454
IRS990/TotalExpensesPriorYear0878719
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices00
IRS990/TotalFunctionalExpenses/Total0898454
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0274672
IRS990/TotalLiabNetAssetsFundBalances/EOY0343628
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers0500
IRS990/TotalNetAssetsFundBalances/BOY0274672
IRS990/TotalNetAssetsFundBalances/EOY0343628
IRS990/TotalOfOtherProgramServiceExp00
IRS990/TotalOfOtherProgramServiceGrnt00
IRS990/TotalOfOtherProgramServiceRev00
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue00
IRS990/TotalOthProgramServiceRevenue/ExclusionAmount00
IRS990/TotalOthProgramServiceRevenue/RelatedOrExemptFunctionIncome0967410
IRS990/TotalOthProgramServiceRevenue/TotalRevenueColumn0967410

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$343,628
Liabilities
$0
Net assets
$343,628
Revenue
-
Expenses
$898,454
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.68$1.32$2.02$1.81$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.55$1.11$1.81$1.56$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.57$0.86$1.42$1.23$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.44$0.67$1.21$0.97$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.24$0.43$0.88$0.87$0.01
2019Summary only. Only limited summary data is available for this year.$0.56$0.14$0.42$1.12$1.09$0.04
2018Summary only. Only limited summary data is available for this year.$0.53$0.15$0.38$1.08$1.20$0.12
2017Summary only. Only limited summary data is available for this year.$0.56$0.06$0.50$1.40$1.37$0.03
2016Summary only. Only limited summary data is available for this year.$0.53$0.06$0.47$2.19$1.89$0.30
2015Summary only. Only limited summary data is available for this year.$0.25$0.08$0.17$0.98$1.02$0.04
2014Summary only. Only limited summary data is available for this year.$0.35$0.14$0.21$0.92$0.88$0.04
2013Summary only. Only limited summary data is available for this year.$0.34$0.16$0.18$0.64$0.76$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.90
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$0.87$0.88$0.01
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.52