Civic Intelligence

National Association of Benefits and Insurance Professionals Miami

EIN 65-0284035 • 501(c)6 • Miami, FL

Profile

Trade association to educate and support the insurance industry

8105 SW 158 PlaceMiami, FL 33193

www.miamidahu.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

58th percentile

2.5%

Faster asset growth than 58% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-18%

Faster revenue growth than 27% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$21,163

Up $522 (+2.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Up

$21,163

Up $522 (+2.5%) from 2015

Operations
Liabilities / Revenue51st percentileNet Margin69th percentile

Revenue

Down

$4,851

Down $1,075 (-18%) from 2015

Expenses

Up

$4,329

Up $780 (+22%) from 2015

Net Income

Down

$522

Down $1,855 (-78%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $19,949Liabilities 2011: $0Net Assets 2011: $19,9492011Assets 2012: $21,724Liabilities 2012: $0Net Assets 2012: $21,7242012Assets 2013: $16,707Liabilities 2013: $0Net Assets 2013: $16,7072013Assets 2014: $18,264Liabilities 2014: $0Net Assets 2014: $18,2642014Assets 2015: $20,641Liabilities 2015: $0Net Assets 2015: $20,6412015Assets 2016: $21,163Liabilities 2016: $0Net Assets 2016: $21,1632016

Highlighted filing

2016

Assets$21,163
Liabilities$0
Net Assets$21,163
Open 2016 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2011: $28,966Expenses 2011: $28,820Net Income 2011: $1462011Revenue 2012: $21,856Expenses 2012: $20,081Net Income 2012: $1,7752012Revenue 2013: $16,398Expenses 2013: $21,415Net Income 2013: -$5,0172013Revenue 2014: $8,126Expenses 2014: $6,569Net Income 2014: $1,5572014Revenue 2015: $5,926Expenses 2015: $3,549Net Income 2015: $2,3772015Revenue 2016: $4,851Expenses 2016: $4,329Net Income 2016: $5222016

Highlighted filing

2016

Revenue$4,851
Expenses$4,329
Net Income$522
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$21,163
Liabilities
$0
Net assets
$21,163
Revenue
$4,851
Expenses
$4,329
Net income
$522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$0.00$21.2$4.85$4.33$0.52
2015Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$5.93$3.55$2.38
2014Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$8.13$6.57$1.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$0.00$16.7$16.4$21.4$5.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$0.00$21.7$21.9$20.1$1.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$0.00$19.9$29.0$28.8$0.15
Latest Detailed Filing

The latest 2016 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 13, 2016
Return Version
2014v6.0
Gross Receipts
$5,926
Mission and Program Overview

Mission

trade association to educate and support the insurance industry

Program Services

DescriptionGrantsExpenses
EXPOSITION AND MEETINGS - TO KEEP MEMBERS INFORMED ON CURRENT REGULATORY REQUIREMENTS AND PRODUCT KNOWLEDGE.$0$2,421
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM MOOREPresident/Legislative Chai-$0--
ALINA BLANCOImmediate Past President-$0--
ELLEN RASKINTreasurer/Hupac-$0--
MARIO ROIZMembership Chair-$0--
FRED ARIOLAEducation Chair-$0--
RAUL GUTIERREZMembership Committee-$0--
SAM SKORABoard Member-$0--
DEBBIE MOOREExecutive Administrator-$0--
Filing and Contact Details

Filer

Filer Name
Dade Association of Health Underwriters
EIN
65-0284035
Phone
3053867537
Address
8105 SW 158 PLACE, MIAMI, FL 33193

Signing Officer

Name
Ellen Raskin
Title
Treasurer
Phone
3053867537
Signed
2016-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
2525 PONCE DE LEON BLVD SUITE 1040, CORAL GABLES, FL 33134
Preparer
Ana L Martinez CPA
Phone
7866936300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 2.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: administrative expenses. Amount: 85. Description: conferences & seminars. Amount: 2,247. Description: insurance. Amount: 75. Description: meeting expenses. Amount: 174. Total to form 990-ez, line 16: 2,581.”

Raw XML Appendix135 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ELLEN RASKIN
IRS990EZ/BooksInCareOfDetail/PhoneNum03053867537
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08105 SW 158 PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033193
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018264
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020641
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt02377
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0968
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018264
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020641
IRS990EZ/GrossReceiptsAmt05926
IRS990EZ/GroupExemptionNum06398
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt05924
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018264
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020641
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018264
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020641
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALINA BLANCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELLEN RASKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIO ROIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRED ARIOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RAUL GUTIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SAM SKORA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEBBIE MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/LEGISLATIVE CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/HUPAC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EDUCATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP COMMITTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE ADMINISTRATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02581
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TRADE ASSOCIATION TO EDUCATE AND SUPPORT THE INSURANCE INDUSTRY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPOSITION AND MEETINGS - TO KEEP MEMBERS INFORMED ON CURRENT REGULATORY REQUIREMENTS AND PRODUCT KNOWLEDGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02421
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt03549
IRS990EZ/TotalProgramServiceExpensesAmt02421
IRS990EZ/TotalRevenueAmt05926
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MIAMIDAHU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 85. DESCRIPTION: CONFERENCES & SEMINARS. AMOUNT: 2,247. DESCRIPTION: INSURANCE. AMOUNT: 75. DESCRIPTION: MEETING EXPENSES. AMOUNT: 174. TOTAL TO FORM 990-EZ, LINE 16: 2,581.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN RASKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03053867537
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DADE ASSOCIATION OF HEALTH UNDERWRITERS
ReturnHeader/Filer/BusinessNameControlTxt0DADE
ReturnHeader/Filer/EIN0650284035
ReturnHeader/Filer/PhoneNum03053867537
ReturnHeader/Filer/USAddress/AddressLine1Txt08105 SW 158 PLACE
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033193
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02525 PONCE DE LEON BLVD SUITE 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL GABLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum07866936300
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANA L MARTINEZ CPA
ReturnHeader/ReturnTs02016-01-22T12:29:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.