Civic Intelligence

Naifa - South Carolina

990EZ • Fiscal year 2019 • EIN 57-0474511

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 15, 2019

Organization ProfileWWW.NAIFASC.COM
600 State Street Suite ACedar Falls, IA 50613

(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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

6th percentile

-46%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

87th percentile

$53,659

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 73.5% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

23rd percentile

-13%

Faster asset growth than 23% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

19%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$199,630

Down $30,072 (-13%) from 2018

Net Assets

Down

$199,630

Down $30,072 (-13%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Up

$73,045

Up $11,428 (+19%) from 2018

Expenses

Up

$106,877

Up $10,157 (+11%) from 2018

Net Income

Up

-$33,832

Up $1,271 (+3.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2019

Assets$199,630
Liabilities-
Net Assets$199,630
Open 2019 Filing

Operations Trend

Revenue Growth78th 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

2019

Revenue$73,045
Expenses$106,877
Net Income-$33,832
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 15, 2019
Return Version
2018v3.1
Gross Receipts
$73,045
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-$53,659
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.-$43,076
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY HUNTERExecutive DiPT$53,659-$53,659
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--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$5,100
Total Nondeductible Lobbying and Political Cost$5,100
Filing and Contact Details

Filer

Filer Name
Naifa - Sc
EIN
57-0474511
Phone
8037645147
Address
600 STATE STREET SUITE A, CEDAR FALLS, IA 50613

Signing Officer

Name
Evelyn Butler
Title
President
Phone
8037645147
Signed
2019-08-15

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 16

“Expenses advertising 300 office expenses 751 travel 5,237 conferences/meetings 25,135 insurance 744 bank & service charges 752 continuing education 270 miscellaenous 180 scholarships 4,000 lili leadership expenses 2,290 total 39,659”

Form 990-ez, Part I, Line 20

“Silo assets transferred in 4,923 net decrease to pac funds -1,163”

Form 990-ez, Part II, Line 24

“Due from cbt 0 2,199 total 0 2,199”

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 Appendix138 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/BOYAmt0229702
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0197431
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-33832
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09715
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0229702
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0199630
IRS990EZ/GrossReceiptsAmt073045
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt061555
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0229702
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0199630
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0229702
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0199630
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/AverageHrsPerWkDevotedToPosRt715.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt753659
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/PersonNm7ASHLEY 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/TitleTxt7EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02199
IRS990EZ/OtherChangesInNetAssetsAmt03760
IRS990EZ/OtherExpensesTotalAmt039659
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/PrintingPublicationsPostageAmt03844
IRS990EZ/ProgramServiceRevenueAmt011490
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/ProgramServiceExpensesAmt043076
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt153659
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt053659
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0106877
IRS990EZ/TotalProgramServiceExpensesAmt096735
IRS990EZ/TotalRevenueAmt073045
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NAIFASC.COM
IRS990ScheduleC/AggregateReportedDuesNtcAmt04676
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/CarriedOverAmt0424
IRS990ScheduleC/DuesAssessmentsAmt061555
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt05100
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt05100
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 300 OFFICE EXPENSES 751 TRAVEL 5,237 CONFERENCES/MEETINGS 25,135 INSURANCE 744 BANK & SERVICE CHARGES 752 CONTINUING EDUCATION 270 MISCELLAENOUS 180 SCHOLARSHIPS 4,000 LILI LEADERSHIP EXPENSES 2,290 TOTAL 39,659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SILO ASSETS TRANSFERRED IN 4,923 NET DECREASE TO PAC FUNDS -1,163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM CBT 0 2,199 TOTAL 0 2,199
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EVELYN BUTLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08037645147
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA - SC
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0570474511
ReturnHeader/Filer/PhoneNum08037645147
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 STATE STREET SUITE A
ReturnHeader/Filer/USAddress/CityNm0CEDAR FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050613
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06924DEE962836DB3972177D68EC70A66671A9FB0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A2A963BE5CC4B05EA273A85BA17A59687736F0E8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.218.240.150
ReturnHeader/FilingSecurityInformation/IPDt02019-08-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:02:39
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/PreparationDt02019-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN A DUFFY CPA
ReturnHeader/ReturnTs02019-08-23T08:02:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$199,630
Liabilities
-
Net assets
$199,630
Revenue
$73,045
Expenses
$106,877
Net income
-$33,832
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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