Civic Intelligence

Naifa- North Carolina

990 • Fiscal year 2014 • EIN 56-0658604

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 04, 2014

Organization ProfileWWW.NCAIFA.ORG

View Organization Page

875 Washington Street27605

(919) 839-5828

Siviq Scores

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

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

52nd percentile

0.00x

Higher debt load relative to revenue than 52% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

95th percentile

$86,033

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 32.1% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

47th percentile

1.7%

Faster asset growth than 47% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$118,513

Up $1,980 (+1.7%) from 2013

Net Assets

Up

$117,367

Up $3,198 (+2.8%) from 2013

Liabilities

Down

$1,146

Down $1,218 (-52%) from 2013

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin45th percentile

Revenue

$267,966

No earlier filing loaded for comparison.

Expenses

Down

$264,768

Down $39,675 (-13%) from 2013

Net Income

$3,198

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$800K$600K$400K$200K$0Assets 2011: $148,196Liabilities 2011: $463Net Assets 2011: $147,7332011Assets 2012: $143,542Liabilities 2012: $1,464Net Assets 2012: $142,0782012Assets 2013: $116,533Liabilities 2013: $2,364Net Assets 2013: $114,1692013Assets 2014: $118,513Liabilities 2014: $1,146Net Assets 2014: $117,3672014Assets 2015: $80,784Liabilities 2015: $1,014Net Assets 2015: $79,7702015Assets 2016: $117,172Liabilities 2016: $0Net Assets 2016: $117,1722016Assets 2017: $154,152Liabilities 2017: $0Net Assets 2017: $154,1522017Assets 2018: $172,454Liabilities 2018: $0Net Assets 2018: $172,4542018Assets 2019: $461,045Liabilities 2019: $0Net Assets 2019: $461,0452019Assets 2020: $541,791Liabilities 2020: $0Net Assets 2020: $541,7912020Assets 2021: $598,415Liabilities 2021: $0Net Assets 2021: $598,4152021Assets 2022: $638,744Liabilities 2022: $0Net Assets 2022: $638,7442022Assets 2023: $680,021Liabilities 2023: $0Net Assets 2023: $680,0212023Assets 2024: $755,226Liabilities 2024: $0Net Assets 2024: $755,2262024

Highlighted filing

2014

Assets$118,513
Liabilities$1,146
Net Assets$117,367
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2011: $318,2422011Expenses 2012: $298,1152012Expenses 2013: $304,4432013Revenue 2014: $267,966Expenses 2014: $264,768Net Income 2014: $3,1982014Revenue 2015: $225,072Expenses 2015: $262,669Net Income 2015: -$37,5972015Revenue 2016: $200,531Expenses 2016: $163,129Net Income 2016: $37,4022016Revenue 2017: $180,242Expenses 2017: $143,262Net Income 2017: $36,9802017Revenue 2018: $160,781Expenses 2018: $142,479Net Income 2018: $18,3022018Revenue 2019: $448,374Expenses 2019: $159,783Net Income 2019: $288,5912019Revenue 2020: $232,200Expenses 2020: $161,522Net Income 2020: $70,6782020Revenue 2021: $226,893Expenses 2021: $169,965Net Income 2021: $56,9282021Revenue 2022: $240,254Expenses 2022: $200,121Net Income 2022: $40,1332022Revenue 2023: $261,897Expenses 2023: $220,620Net Income 2023: $41,2772023Revenue 2024: $273,358Expenses 2024: $198,153Net Income 2024: $75,2052024

Highlighted filing

2014

Revenue$267,966
Expenses$264,768
Net Income$3,198
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 4, 2014
Return Version
2013v3.0
Gross Receipts
$267,966
Mission and Program Overview

Mission

The organization's primary exempt purpose is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Advocate for membership: legislative/regulatory; enhance professional skills; promote ethics

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$113,331$109,952▼ $3,379
Cash and Non-Interest-Bearing Accounts-$6,309-
Land, Buildings, and Equipment, Net$3,202$2,252▼ $950
Total Assets$116,533$118,513▲ $1,980
Liabilities
Other Liabilities$2,364$1,146▼ $1,218
Total Liabilities$2,364$1,146▼ $1,218
Net Assets / Fund Balance
Unrestricted Net Assets$114,169$117,367▲ $3,198
Total Net Assets Fund Balance$114,169$117,367▲ $3,198
Total Liabilities and Net Assets / Fund Balance$116,533$118,513▲ $1,980

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,252$35,825$38,077
Other Land Buildings$0$1,826$1,826
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
G Kenneth MorganExecutive DirectorFT$76,456$9,577$86,033

Board Members and Trustees

NameTitle
Jim CovielloImmediate Past President
Mark GriffinPresident
Paul FarrPresident-elect
Bill GribbleSecretary/foundation President
Ed MullisAt Large
Fran AlbrittonAt Large
John NeeAt Large
Rhonda CobbAt Large
Terry GaitherAt Large
Todd GranthamAt Large
Fred JoynerNational Committeeperson
Matt StoneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$245,505
Investment Income
$119
Other Revenue
$22,342
Change in Net Assets
$3,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,029
Salaries, Compensation, and Employee Benefits$131,739
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$90,208
Conferences and Meetings---$53,899
Other Salaries and Wages---$28,330
Fees for Services Lobbying---$24,956
Occupancy---$16,926
Office Expenses---$9,693
Payroll Taxes---$8,761
All Other Expenses---$4,542
Fees for Services Accounting---$3,257
Pension Plan Contributions---$2,474
Other Expenses---$2,218
Other Employee Benefits---$1,966
Insurance---$1,853
Depreciation Depletion---$951
Travel---$781
Total Functional Expenses$0$0$0$264,768
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$29,096
Total Nondeductible Lobbying and Political Cost$19,266
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Liabilities$1,146
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The 990 is reviewed by the finance committee, and then it is provided to the entire board for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Review of the conflict of interest policy is a board agenda item annually.”

Form 990, Part VI, Section B, Line 15

“The executive directors' compensation is approved and determined by the finance committee.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

EIN
56-0658604
Phone
9198395828

Signing Officer

Name
Kenneth Morgan
Title
Executive Director
Phone
9198395828
Signed
2014-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Morgan
Formed
1973
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
12

Preparer

Preparer
April Walker
Phone
9199428700
Raw XML AppendixShowing 400 of 427 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ADVOCATE FOR MEMBERSHIP: LEGISLATIVE/REGULATORY; ENHANCE PROFESSIONAL SKILLS; PROMOTE ETHICS
IRS990/AllOtherExpensesGrp/TotalAmt04542
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10G KENNETH MORGAN
IRS990/BooksInCareOfDetail/PhoneNum09198395828
IRS990/BooksInCareOfDetail/USAddress/AddressLine10875 WASHINGTON STREET
IRS990/BooksInCareOfDetail/USAddress/City0RALEIGH
IRS990/BooksInCareOfDetail/USAddress/State0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCode027605
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/EOYAmt06309
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt090208
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt053899
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0119
IRS990/CYOtherExpensesAmt0133029
IRS990/CYOtherRevenueAmt022342
IRS990/CYProgramServiceRevenueAmt0245505
IRS990/CYRevenuesLessExpensesAmt03198
IRS990/CYSalariesCompEmpBnftPaidAmt0131739
IRS990/CYTotalExpensesAmt0264768
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0267966
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0951
IRS990/Desc0ORGANIZATION PROVIDES SYMPOSIUM AND OTHER PROGRAMS FOR EDUCATIONAL PURPOSES. ALSO PROVIDES LEADERSHIP AND LOBBYING TO SUSTAIN AND IMPROVE THE BUSINESS OF LIFE UNDERWRITING.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt03257
IRS990/FeesForServicesLobbyingGrp/TotalAmt024956
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt129577
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM COVIELLO
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL FARR
IRS990/Form990PartVIISectionAGrp/PersonNm3BILL GRIBBLE
IRS990/Form990PartVIISectionAGrp/PersonNm4MATT STONE
IRS990/Form990PartVIISectionAGrp/PersonNm5FRED JOYNER
IRS990/Form990PartVIISectionAGrp/PersonNm6ED MULLIS
IRS990/Form990PartVIISectionAGrp/PersonNm7TODD GRANTHAM
IRS990/Form990PartVIISectionAGrp/PersonNm8RHONDA COBB
IRS990/Form990PartVIISectionAGrp/PersonNm9TERRY GAITHER
IRS990/Form990PartVIISectionAGrp/PersonNm10FRAN ALBRITTON
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN NEE
IRS990/Form990PartVIISectionAGrp/PersonNm12G KENNETH MORGAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1276456
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/FOUNDATION PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5NATIONAL COMMITTEEPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt11AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0267966
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt01853
IRS990/InvestmentIncomeGrp/ExclusionAmt0119
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0119
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt037651
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03202
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02252
IRS990/LandBldgEquipCostOrOtherBssAmt039903
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt01800
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt01800
IRS990/MissionDesc0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS, AND PROMOTE THE ETHICAL CONDUCT OF ITS MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0114169
IRS990/NetAssetsOrFundBalancesEOYAmt0117367
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt016926
IRS990/OfficeExpensesGrp/TotalAmt09693
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01966
IRS990/OtherExpensesGrp/Desc0ALU RELATIONS
IRS990/OtherExpensesGrp/Desc1LAW AND LEGISLATIVE
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL/MAINTE
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/TotalAmt05763
IRS990/OtherExpensesGrp/TotalAmt14140
IRS990/OtherExpensesGrp/TotalAmt24050
IRS990/OtherExpensesGrp/TotalAmt32218
IRS990/OtherLiabilitiesGrp/BOYAmt02364
IRS990/OtherLiabilitiesGrp/EOYAmt01146
IRS990/OtherRevenueMiscGrp/BusinessCd0524298
IRS990/OtherRevenueMiscGrp/BusinessCd1524298
IRS990/OtherRevenueMiscGrp/BusinessCd2524298
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1MANAGEMENT FEES-AFFILI
IRS990/OtherRevenueMiscGrp/Desc2COMMISSIONS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010346
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt24196
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010346
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24196
IRS990/OtherRevenueTotalAmt022342
IRS990/OtherSalariesAndWagesGrp/TotalAmt028330
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt08761
IRS990/PensionPlanContributionsGrp/TotalAmt02474
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KENNETH MORGAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524298
IRS990/ProgramServiceRevenueGrp/BusinessCd1524298
IRS990/ProgramServiceRevenueGrp/BusinessCd2524298
IRS990/ProgramServiceRevenueGrp/BusinessCd3524298
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1SYMPOSIUM
IRS990/ProgramServiceRevenueGrp/Desc2LILI PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc3NCALU CONVENTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0179685
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt152460
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29475
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33885
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0179685
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt152460
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29475
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33885
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0162
IRS990/PYOtherExpensesAmt0159028
IRS990/PYOtherRevenueAmt016851
IRS990/PYProgramServiceRevenueAmt0259521
IRS990/PYRevenuesLessExpensesAmt0-27909
IRS990/PYSalariesCompEmpBnftPaidAmt0145415
IRS990/PYTotalExpensesAmt0304443
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0276534
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03198
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0113331
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0109952
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt026505
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0151021
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0-9830
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt029096
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt019266
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-7239
IRS990ScheduleD/EquipmentGrp/BookValueAmt02252
IRS990ScheduleD/EquipmentGrp/DepreciationAmt035825
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt038077
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01826
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01826
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01146
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02252
IRS990ScheduleD/TotalLiabilityAmt01146
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE FINANCE COMMITTEE, AND THEN IT IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW OF THE CONFLICT OF INTEREST POLICY IS A BOARD AGENDA ITEM ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTORS' COMPENSATION IS APPROVED AND DETERMINED BY THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10NORTH CAROLINA INSURANCE AND FINANCIAL ADVISORS FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0581837139
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTINUING EDUCATION PROGRAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10875 WASHINGTON STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0RALEIGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode027605
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt013200
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt16000
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10NORTH CAROLINA INSURANCE AND FINANCIAL ADVISORS FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11NORTH CAROLINA INSURANCE AND FINANCIAL ADVISORS FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1L
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0116533
IRS990/TotalAssetsEOYAmt0118513
IRS990/TotalAssetsGrp/BOYAmt0116533
IRS990/TotalAssetsGrp/EOYAmt0118513
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt0264768
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02364
IRS990/TotalLiabilitiesEOYAmt01146
IRS990/TotalLiabilitiesGrp/BOYAmt02364
IRS990/TotalLiabilitiesGrp/EOYAmt01146
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0114169
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0117367
IRS990/TotalOtherCompensationAmt09577
IRS990/TotalProgramServiceRevenueAmt0245505
IRS990/TotalReportableCompFromOrgAmt076456
IRS990/TotalRevenueGrp/ExclusionAmt0119
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0267847
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0267966
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0116533
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0118513
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0781
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0114169
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0117367
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10875 WASHINGTON STREET
IRS990/USAddress/City0RALEIGH
IRS990/USAddress/State0NC
IRS990/USAddress/ZIPCode027605
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.NCAIFA.ORG
IRS990/WhistleblowerPolicyInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,513
Liabilities
$1,146
Net assets
$117,367
Revenue
$267,966
Expenses
$264,768
Net income
$3,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.55$0.00$7.55$2.73$1.98$0.75
2023Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$2.62$2.21$0.41
2022Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$2.40$2.00$0.40
2021Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$2.27$1.70$0.57
2020Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$2.32$1.62$0.71
2019Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$4.48$1.60$2.89
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.61$1.42$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.80$1.43$0.37
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$2.01$1.63$0.37
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$2.25$2.63$0.38
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.17$2.68$2.65$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.02$1.14$3.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.01$1.42$2.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$3.18