Civic Intelligence

Naifa - South Carolina

990EZ • Fiscal year 2018 • EIN 57-0474511

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 21, 2018

Organization ProfileWWW.NAIFASC.COM
PO Box 1502Columbia, SC 29202

(803) 764-5147

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

5th percentile

-57%

Higher net margin than 5% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

85th percentile

$49,200

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 79.8% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-19%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$229,702

Down $29,145 (-11%) from 2017

Net Assets

Down

$229,702

Down $29,145 (-11%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$61,617

Down $14,727 (-19%) from 2017

Expenses

Up

$96,720

Up $4,040 (+4.4%) from 2017

Net Income

Down

-$35,103

Down $18,767 (-115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$400K$300K$200K$100K$0Assets 2010: $263,010Liabilities 2010: $1Net Assets 2010: $263,0092010Assets 2011: $300,011Liabilities 2011: $8,624Net Assets 2011: $291,3872011Assets 2012: $289,169Liabilities 2012: $24,359Net Assets 2012: $264,8102012Assets 2013: $248,734Liabilities 2013: $3,9132013Assets 2014: $239,257Liabilities 2014: $3,361Net Assets 2014: $235,8962014Assets 2015: $232,978Liabilities 2015: $1,204Net Assets 2015: $231,7742015Assets 2016: $195,056Net Assets 2016: $195,0562016Assets 2017: $258,847Net Assets 2017: $258,8472017Assets 2018: $229,702Net Assets 2018: $229,7022018Assets 2019: $199,630Net Assets 2019: $199,6302019Assets 2020: $182,477Liabilities 2020: $43,8402020Assets 2021: $178,884Liabilities 2021: $44,1222021Assets 2022: $154,836Liabilities 2022: $39,640Net Assets 2022: $115,1962022Assets 2023: $140,427Liabilities 2023: $37,628Net Assets 2023: $102,7992023Assets 2024: $154,269Liabilities 2024: $57,529Net Assets 2024: $96,7402024

Highlighted filing

2018

Assets$229,702
Liabilities-
Net Assets$229,702
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $108,539Expenses 2010: $119,243Net Income 2010: -$10,7042010Revenue 2011: $120,469Expenses 2011: $107,778Net Income 2011: $12,6912011Revenue 2012: $118,092Expenses 2012: $137,002Net Income 2012: -$18,9102012Revenue 2013: $103,100Expenses 2013: $123,089Net Income 2013: -$19,9892013Revenue 2014: $82,941Expenses 2014: $91,868Net Income 2014: -$8,9272014Revenue 2015: $89,325Expenses 2015: $89,539Net Income 2015: -$2142015Revenue 2016: $125,546Expenses 2016: $127,663Net Income 2016: -$2,1172016Revenue 2017: $76,344Expenses 2017: $92,680Net Income 2017: -$16,3362017Revenue 2018: $61,617Expenses 2018: $96,720Net Income 2018: -$35,1032018Revenue 2019: $73,045Expenses 2019: $106,877Net Income 2019: -$33,8322019Revenue 2020: $106,316Expenses 2020: $82,951Net Income 2020: $23,3652020Revenue 2021: $64,826Expenses 2021: $68,701Net Income 2021: -$3,8752021Revenue 2022: $81,066Expenses 2022: $100,632Net Income 2022: -$19,5662022Revenue 2023: $79,575Expenses 2023: $91,979Net Income 2023: -$12,4042023Revenue 2024: $69,557Expenses 2024: $75,692Net Income 2024: -$6,1352024

Highlighted filing

2018

Revenue$61,617
Expenses$96,720
Net Income-$35,103
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 21, 2018
Return Version
2017v2.3
Gross Receipts
$61,617
Mission and Program Overview

Mission

The association seeks to promote high standards of ethical practice in the best interest of insuring the public. The association educates, advocates and motivates to improve the professional skills of its members who provide insurance and other closely related financial products.

Program Services

DescriptionGrantsExpenses
DAY TO DAY MANAGEMENT OF THE ASSOCIATION INCLUDING COORDINATION BETWEEN LOCAL, STATE AND NATIONAL GROUPS AND MEMBERS AS WELL AS STRATEGIC PLANNING-$49,200
PROVIDING CONTINUING EDUCATION CONFERENCES, SEMINARS AND MEETINGS TO ASSIST MEMBERS IN KEEPING UP WITH INDUSTRY CHANGES AND INNOVATIONS AFFECTING THEIR ABILITY TO COMPY WITH THE ASSOCIATION'S MISSION STATEMENT.-$39,009
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY HUNTERExecutive DiPT$49,200-$49,200
EVELYN BUTLERPresident-$0--
JOSEPH RILEY IIIPast Preside-$0--
DAVID GROOKETTPresident El-$0--
DAVID LLOYDVP Of Member-$0--
JOHNNY CRAVENSecretary/Tr-$0--
BRAD TAPSCOTTNational COM-$0--
CASEY CHAMBERSRegional VP-$0--
ERICKA KIZER WOODSRegional VP-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Naifa - Sc
EIN
57-0474511
Phone
8037645147
Address
PO BOX 1502, COLUMBIA, SC 29202

Signing Officer

Name
Evelyn Butler
Title
President
Phone
8037645147
Signed
2018-08-21

Preparer

Firm
Lang Fryer & Quattlebaum
Address
107 OAK PARK DR STE A, IRMO, SC 29063
Preparer
Megan a Duffy CPA
Phone
8037322713
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“E&o income 675 other income 35 total 710”

Form 990-ez, Part I, Line 16

“Expenses 347 office 26 534 36,320 150 bank & service charges 433 continuing education 925 meals & entertainment 733 taxes 137 total 39,605”

Form 990-ez, Part I, Line 20

“Net increase to pac funds 5,958”

Form 990-ez, Part III

“The association seeks to promote high standards of ethical practice in the best interest of insuring the public. The association educates, advocates and motivates to improve the professional skills of its members who provide insurance and other closely related financial products.”

Raw XML Appendix137 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MPA STRATEGIES LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum08037645147
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1502
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0258847
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0229702
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-35103
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt052535
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0258847
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0229702
IRS990EZ/GrossReceiptsAmt061617
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt052
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt043999
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0258847
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0229702
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0258847
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0229702
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt74.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt815.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt849200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EVELYN BUTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSEPH RILEY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID GROOKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID LLOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHNNY CRAVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRAD TAPSCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CASEY CHAMBERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ERICKA KIZER WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ASHLEY HUNTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5NATIONAL COM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6REGIONAL VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7REGIONAL VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt05958
IRS990EZ/OtherExpensesTotalAmt039605
IRS990EZ/OtherRevenueTotalAmt0710
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ASSOCIATION SEEKS TO PROMOTE HIGH STANDARDS OF ETHICAL PRACTICE IN THE BEST INTEREST OF INSURING THE PUBLIC. THE ASSOCIATION EDUCATES, ADVOCATES AND MOTIVATES TO IMPROVE THE PROFESSIONAL SKILLS OF ITS MEMBERS WHO PROVIDE INSURANCE AND OTHER CLOSELY RELATED FINANCIAL PRODUCTS.
IRS990EZ/PrintingPublicationsPostageAmt04580
IRS990EZ/ProgramServiceRevenueAmt016856
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING CONTINUING EDUCATION CONFERENCES, SEMINARS AND MEETINGS TO ASSIST MEMBERS IN KEEPING UP WITH INDUSTRY CHANGES AND INNOVATIONS AFFECTING THEIR ABILITY TO COMPY WITH THE ASSOCIATION'S MISSION STATEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DAY TO DAY MANAGEMENT OF THE ASSOCIATION INCLUDING COORDINATION BETWEEN LOCAL, STATE AND NATIONAL GROUPS AND MEMBERS AS WELL AS STRATEGIC PLANNING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039009
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt149200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096720
IRS990EZ/TotalProgramServiceExpensesAmt088209
IRS990EZ/TotalRevenueAmt061617
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NAIFASC.COM
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0E&O INCOME 675 OTHER INCOME 35 TOTAL 710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 347 OFFICE 26 534 36,320 150 BANK & SERVICE CHARGES 433 CONTINUING EDUCATION 925 MEALS & ENTERTAINMENT 733 TAXES 137 TOTAL 39,605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NET INCREASE TO PAC FUNDS 5,958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION SEEKS TO PROMOTE HIGH STANDARDS OF ETHICAL PRACTICE IN THE BEST INTEREST OF INSURING THE PUBLIC. THE ASSOCIATION EDUCATES, ADVOCATES AND MOTIVATES TO IMPROVE THE PROFESSIONAL SKILLS OF ITS MEMBERS WHO PROVIDE INSURANCE AND OTHER CLOSELY RELATED FINANCIAL PRODUCTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EVELYN BUTLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08037645147
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA - SC
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0570474511
ReturnHeader/Filer/PhoneNum08037645147
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1502
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06924DEE962836DB3972177D68EC70A66671A9FB0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F08EEBCB2A5307315B61AFA211E028C85EFD0C7A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.218.240.150
ReturnHeader/FilingSecurityInformation/IPDt02018-08-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:39:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061750178
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANG FRYER & QUATTLEBAUM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0107 OAK PARK DR STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRMO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029063
ReturnHeader/PreparerPersonGrp/PhoneNum08037322713
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN A DUFFY CPA
ReturnHeader/ReturnTs02018-08-23T15:39:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,702
Liabilities
-
Net assets
$229,702
Revenue
$61,617
Expenses
$96,720
Net income
-$35,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.58$0.97$0.70$0.76$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.38$1.03$0.80$0.92$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.40$1.15$0.81$1.01$0.20
2021Summary only. Only limited summary data is available for this year.$1.79$0.44$0.65$0.69$0.04
2020Summary only. Only limited summary data is available for this year.$1.82$0.44$1.06$0.83$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.00$2.00$0.73$1.07$0.34
2018Detailed filing. Detailed filing data is available for this year.$2.30$2.30$0.62$0.97$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$2.59$0.76$0.93$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.95$1.95$1.26$1.28$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.32$0.89$0.90$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.39$0.03$2.36$0.83$0.92$0.09
2013Summary only. Only limited summary data is available for this year.$2.49$0.04$1.03$1.23$0.20
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.24$2.65$1.18$1.37$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.09$2.91$1.20$1.08$0.13
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$1.09$1.19$0.11