Civic Intelligence

Naifa- North Carolina

990 • Fiscal year 2015 • EIN 56-0658604

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

Organization ProfileWWW.NCAIFA.ORG

View Organization Page

4600 Park Road No 303Charlotte, NC 28209

(704) 527-2244

Siviq Scores

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

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

52nd percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

96th percentile

$94,819

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 42.1% of source-year revenue.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-32%

Faster asset growth than 10% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-16%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$80,784

Down $37,729 (-32%) from 2014

Net Assets

Down

$79,770

Down $37,597 (-32%) from 2014

Liabilities

Down

$1,014

Down $132 (-12%) from 2014

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin15th percentile

Revenue

Down

$225,072

Down $42,894 (-16%) from 2014

Expenses

Down

$262,669

Down $2,099 (-0.8%) from 2014

Net Income

Down

-$37,597

Down $40,795 (-1276%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2015

Assets$80,784
Liabilities$1,014
Net Assets$79,770
Open 2015 Filing

Operations Trend

Revenue Growth20th percentile

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

2015

Revenue$225,072
Expenses$262,669
Net Income-$37,597
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$225,072
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$109,952$76,121▼ $33,831
Land, Buildings, and Equipment, Net$2,252$2,603▲ $351
Cash and Non-Interest-Bearing Accounts$6,309$2,060▼ $4,249
Total Assets$118,513$80,784▼ $37,729
Liabilities
Other Liabilities$1,146$1,014▼ $132
Total Liabilities$1,146$1,014▼ $132
Net Assets / Fund Balance
Unrestricted Net Assets$117,367$79,770▼ $37,597
Total Net Assets Fund Balance$117,367$79,770▼ $37,597
Total Liabilities and Net Assets / Fund Balance$118,513$80,784▼ $37,729

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,603$36,618$39,221
Other Land Buildings$0$1,826$1,826
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
G Kenneth MorganExecutive Director (7/1/14-12/31/14)FT$83,314$11,505$94,819

Board Members and Trustees

NameTitle
Jim CovielloImmediate Past President
Paul FarrPresident
Bill GribblePresident-elect/foundation Presi
Janice M StevensExecutive Director (1/1/15-current)
Ed MullisAt Large
Fred JoynerAt Large
John NeeAt Large
Roger SimsAt Large
Shanna B StricklandAt Large
Terry GaitherAt Large
Sander SmithNational Committeeperson
Rhonda CobbSecretary
Matt StoneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$202,834
Investment Income
$87
Other Revenue
$22,151
Change in Net Assets
$-37,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,498
Salaries, Compensation, and Employee Benefits$93,171
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---$53,447
Fees for Services Management---$50,000
Conferences and Meetings---$40,914
Other Salaries and Wages---$30,404
Fees for Services Lobbying---$22,651
Occupancy---$12,726
Office Expenses---$8,010
Payroll Taxes---$6,694
Fees for Services Accounting---$6,451
All Other Expenses---$5,963
Other Expenses---$3,739
Travel---$1,709
Pension Plan Contributions---$1,418
Insurance---$1,385
Other Employee Benefits---$1,208
Depreciation Depletion---$793
Total Functional Expenses$0$0$0$262,669
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$27,263
Total Nondeductible Lobbying and Political Cost$20,024
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Liabilities$1,014
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Filer Name
Naifa- North Carolina
EIN
56-0658604
Phone
7045272244
Address
4600 PARK ROAD NO 303, CHARLOTTE, NC 28209

Signing Officer

Name
Janice Stevens
Title
Executive Director
Phone
7045272244
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janice Stevens
Formed
1973
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
12

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer
April Walker
Phone
9199428700
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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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IRS990/ProgramServiceRevenueGrp/BusinessCd0524298
IRS990/ProgramServiceRevenueGrp/BusinessCd1524298
IRS990/ProgramServiceRevenueGrp/BusinessCd2524298
IRS990/ProgramServiceRevenueGrp/BusinessCd3524298
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1LILI PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2SYMPOSIUM
IRS990/ProgramServiceRevenueGrp/Desc3NCALU CONVENTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0181140
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19680
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29239
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0181140
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19680
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29239
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32775
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0119
IRS990/PYOtherExpensesAmt0133029
IRS990/PYOtherRevenueAmt022342
IRS990/PYProgramServiceRevenueAmt0245505
IRS990/PYRevenuesLessExpensesAmt03198
IRS990/PYSalariesCompEmpBnftPaidAmt0131739
IRS990/PYTotalExpensesAmt0264768
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0267966
IRS990/ReconcilationRevenueExpnssAmt0-37597
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0109952
IRS990/SavingsAndTempCashInvstGrp/EOYAmt076121
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt027917
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0153745
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0-7239
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt027263
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt020024
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-7893
IRS990ScheduleD/EquipmentGrp/BookValueAmt02603
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036618
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt039221
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01826
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01826
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01014
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02603
IRS990ScheduleD/TotalLiabilityAmt01014
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/BusinessNameLine1Txt0NORTH 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/AddressLine1Txt0875 WASHINGTON STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0RALEIGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027605
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt09900
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt16000
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NORTH CAROLINA INSURANCE AND FINANCIAL ADVISORS FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1NORTH 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/TotalAssetsBOYAmt0118513
IRS990/TotalAssetsEOYAmt080784
IRS990/TotalAssetsGrp/BOYAmt0118513
IRS990/TotalAssetsGrp/EOYAmt080784
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0262669
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01146
IRS990/TotalLiabilitiesEOYAmt01014
IRS990/TotalLiabilitiesGrp/BOYAmt01146
IRS990/TotalLiabilitiesGrp/EOYAmt01014
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0117367
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt079770
IRS990/TotalOtherCompensationAmt011505
IRS990/TotalProgramServiceRevenueAmt0202834
IRS990/TotalReportableCompFromOrgAmt083314
IRS990/TotalRevenueGrp/ExclusionAmt087
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0224985
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0225072
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0118513
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt080784
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01709
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0117367

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,784
Liabilities
$1,014
Net assets
$79,770
Revenue
$225,072
Expenses
$262,669
Net income
-$37,597
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