Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Atlanta Association of Life Underwriters
990EZ • Fiscal year 2014 • EIN 58-1109395
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
57th percentile
Higher net margin than 57% of similar nonprofits.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
32nd percentile
Faster revenue growth than 32% of similar nonprofits.
Balance Sheet
Assets
Up$38,367
Up $6,144 (+19%) from 2013
Net Assets
$38,367
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2013
Revenue And Expenses
Revenue
Down$114,805
Down $8,347 (-6.8%) from 2013
Expenses
Down$108,661
Down $16,890 (-13%) from 2013
Net Income
Up$6,144
Up $8,543 (+356%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2013 to Jun 30, 2014
- Signed
- Oct 29, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $114,805
Mission and Program Overview
Mission
Educate insurance and financial advisors
Program Services
| Description | Grants | Expenses |
|---|---|---|
| EDUCATION AND SEMINARS THAT QUALIFY FOR CONTINUING EDUCATION AND LICENSE RENEWAL. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TREY KELLY | President | - | $0 | - | - |
| WHIT MILNER | Past Preside | - | $0 | - | - |
| WHIT FERGUSON | Past Preside | - | $0 | - | - |
| SARAH DOZIER | Director | - | $0 | - | - |
| ELIZABETH ANN BROOKS | President El | - | $0 | - | - |
| CAROL MUCCI | Director | - | $0 | - | - |
| STUART JONES | Director | - | $0 | - | - |
| DANIEL LOVENTHAL | Director | - | $0 | - | - |
| SHAD REYNOLDS | 1st Vice Pre | - | $0 | - | - |
| JAMES L COOK JR | Director | - | $0 | - | - |
| BRET GERBER | 2nd Vice Pre | - | $0 | - | - |
| MARTINA JIMENEZ | Director | - | $0 | - | - |
| STEVE MCCLELLAND | Director | - | $0 | - | - |
| DANIEL TAYLOR | Director | - | $0 | - | - |
| PETER WEINBAUM | Director | - | $0 | - | - |
| SCOTTIE BIGGS | Director | - | $0 | - | - |
| DEBRA SMITH | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 58-1109395
- Phone
- 7703636479
Signing Officer
- Name
- Trey Kelly
- Title
- President
- Phone
- 7703636479
- Signed
- 2014-10-29
Preparer
- Preparer
- Lorraine F Kelley
- Phone
- 7709141040
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Young advisors team income 20,500 total 20,500”
Form 990-ez, Part I, Line 16
“Expenses travel expenses 3,431 conferences and meetings 12,103 office supplies 1,855 telephone 1,066 bank charges 2,049 website 215 management fees 54,038 insurance 100 community service 10,858 licenses/registration 50 public relations 643 postage 71 printing 315 yat social 3,400 ifapac admin fee 1,221 miscellaneous 1,212 adveristing 15,264 total 107,891”
Form 990-ez, Part II, Line 24
“Projector 561 561 less accumulated depreciation 561 561 total 0 0”
Raw XML Appendix170 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | TREY KELLY |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | WHIT MILNER |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | WHIT FERGUSON |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | SARAH DOZIER |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | ELIZABETH ANN BROOKS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | CAROL MUCCI |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 6 | STUART JONES |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 7 | DANIEL LOVENTHAL |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 8 | SHAD REYNOLDS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 9 | JAMES L COOK JR |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 10 | BRET GERBER |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 11 | MARTINA JIMENEZ |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 12 | STEVE MCCLELLAND |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 13 | DANIEL TAYLOR |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 14 | PETER WEINBAUM |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 15 | SCOTTIE BIGGS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 16 | DEBRA SMITH |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TREY KELLY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7703636479 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 3803 NORTH STRATFORD RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | ATLANTA |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | GA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 30342 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 32223 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 38367 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 9707 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 6144 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 770 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 32223 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 38367 |
| IRS990EZ/GrossReceiptsAmt | 0 | 114805 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 67983 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 32223 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 38367 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 32223 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 38367 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 13 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 14 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 15 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 16 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 14 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 15 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 16 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TREY KELLY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | WHIT MILNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | WHIT FERGUSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SARAH DOZIER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ELIZABETH ANN BROOKS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CAROL MUCCI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | STUART JONES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | DANIEL LOVENTHAL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | SHAD REYNOLDS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | JAMES L COOK JR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | BRET GERBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | MARTINA JIMENEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | STEVE MCCLELLAND |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | DANIEL TAYLOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | PETER WEINBAUM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 15 | SCOTTIE BIGGS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 16 | DEBRA SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | 1ST VICE PRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | 2ND VICE PRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 14 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 15 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 16 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 107891 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 20500 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATE INSURANCE AND FINANCIAL ADVISORS |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 16610 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EDUCATION AND SEMINARS THAT QUALIFY FOR CONTINUING EDUCATION AND LICENSE RENEWAL. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | GA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 108661 |
| IRS990EZ/TotalRevenueAmt | 0 | 114805 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NAIFA-ATLANTA.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | YOUNG ADVISORS TEAM INCOME 20,500 TOTAL 20,500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES TRAVEL EXPENSES 3,431 CONFERENCES AND MEETINGS 12,103 OFFICE SUPPLIES 1,855 TELEPHONE 1,066 BANK CHARGES 2,049 WEBSITE 215 MANAGEMENT FEES 54,038 INSURANCE 100 COMMUNITY SERVICE 10,858 LICENSES/REGISTRATION 50 PUBLIC RELATIONS 643 POSTAGE 71 PRINTING 315 YAT SOCIAL 3,400 IFAPAC ADMIN FEE 1,221 MISCELLANEOUS 1,212 ADVERISTING 15,264 TOTAL 107,891 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PROJECTOR 561 561 LESS ACCUMULATED DEPRECIATION 561 561 TOTAL 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TREY KELLY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7703636479 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-10-29 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | NAIFA - ATLANTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAIF |
| ReturnHeader/Filer/EIN | 0 | 581109395 |
| ReturnHeader/Filer/PhoneNum | 0 | 7703636479 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 677 MAIN STREET |
| ReturnHeader/Filer/USAddress/City | 0 | SUWANEE |
| ReturnHeader/Filer/USAddress/State | 0 | GA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 30024 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 581971018 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | WHALEY HAMMONDS TOMASELLO PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 115 WESTRIDGE IND BLVD SUITE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | MCDONOUGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | GA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 30253 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7709141040 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-10-29 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LORRAINE F KELLEY |
| ReturnHeader/ReturnTs | 0 | 2014-11-10T14:03:13-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $38,367
- Liabilities
- $0
- Net assets
- $38,367
- Revenue
- $114,805
- Expenses
- $108,661
- Net income
- $6,144