Civic Intelligence

National Association for Fixed Annuities

990 • Fiscal year 2017 • EIN 54-1877987

Jan 01, 2017 to Dec 31, 2017

Organization Profilewww.nafa.com
Brookfield, WI
Siviq Scores

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

Liabilities / Assets

40th percentile

0.11x

Higher debt load relative to assets than 40% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.04x

Higher debt load relative to revenue than 25% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

44th percentile

2.3%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

53rd percentile

6.3%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-36%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$559,033

Up $33,168 (+6.3%) from 2016

Net Assets

Up

$497,731

Up $32,142 (+6.9%) from 2016

Liabilities

Up

$61,302

Up $1,026 (+1.7%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin44th percentile

Revenue

Down

$1,399,121

Down $787,183 (-36%) from 2016

Expenses

Down

$1,366,979

Down $522,770 (-28%) from 2016

Net Income

Down

$32,142

Down $264,413 (-89%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2017

Assets$559,033
Liabilities$61,302
Net Assets$497,731
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

2017

Revenue$1,399,121
Expenses$1,366,979
Net Income$32,142
Open 2017 Filing
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)
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Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$559,033
Liabilities
$61,302
Net assets
$497,731
Revenue
$1,399,121
Expenses
$1,366,979
Net income
$32,142
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