Civic Intelligence

National Association of Insurance and Financial Advisors Greater New

EIN 72-0272758 • Cedar Falls, IA

1016 Colonial Club DriveCedar Falls, IA 70123
Siviq Scores

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

Liabilities / Assets

93rd percentile

0.77x

Higher debt load relative to assets than 93% of similar nonprofits.

<$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.58x

Higher debt load relative to revenue than 93% of similar nonprofits.

<$500k nonprofits • Source year 2018

Net Margin

18th percentile

-41%

Higher net margin than 18% of similar nonprofits.

<$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

28th percentile

-26%

Faster asset growth than 28% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

26th percentile

-32%

Faster revenue growth than 26% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$10,341

Down $15,690 (-60%) from 2015

Liabilities

Up

$8,011

Up $8,011 from 2015

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue93rd percentileNet Margin18th percentile

Revenue

Down

$13,837

Down $29,541 (-68%) from 2015

Expenses

Down

$19,560

Down $22,277 (-53%) from 2015

Net Income

Down

-$5,723

Down $7,264 (-471%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$40K$30K$20K$10K$0Assets 2012: $37,924Liabilities 2012: $5252012Assets 2013: $39,042Liabilities 2013: $89Net Assets 2013: $38,9532013Assets 2014: $24,490Liabilities 2014: $02014Assets 2015: $26,031Liabilities 2015: $02015Assets 2018: $10,341Liabilities 2018: $8,0112018

Highlighted filing

2018

Assets$10,341
Liabilities$8,011
Net Assets-
Open 2018 Filing

Operations Trend

Revenue Growth26th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $62,566Expenses 2012: $62,528Net Income 2012: $382012Revenue 2013: $61,916Expenses 2013: $60,362Net Income 2013: $1,5542013Revenue 2014: $53,076Expenses 2014: $57,783Net Income 2014: -$4,7072014Revenue 2015: $43,378Expenses 2015: $41,837Net Income 2015: $1,5412015Revenue 2018: $13,837Expenses 2018: $19,560Net Income 2018: -$5,7232018

Highlighted filing

2018

Revenue$13,837
Expenses$19,560
Net Income-$5,723
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$10,341
Liabilities
$8,011
Net assets
-
Revenue
$13,837
Expenses
$19,560
Net income
-$5,723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$10.3$8.01$13.8$19.6$5.72
2015Summary only. Only limited summary data is available for this year.$26.0$0.00$43.4$41.8$1.54
2014Summary only. Only limited summary data is available for this year.$24.5$0.00$53.1$57.8$4.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.0$0.09$39.0$61.9$60.4$1.55
2012Summary only. Only limited summary data is available for this year.$37.9$0.53$62.6$62.5$0.04
Latest Detailed Filing

The latest 2018 filing currently has summary financial data only. Showing the latest detailed filing from 2013 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 8, 2013
Return Version
2012v2.1
Filing and Contact Details

Filer

EIN
72-0272758
Raw XML Appendix107 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY028168
IRS990EZ/CashSavingsAndInvestments/EOY029286
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear01554
IRS990EZ/FeesAndOthPymtToIndContractors0803
IRS990EZ/FiledScheduleA0false
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/GrossReceipts061916
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InvestmentIncome035
IRS990EZ/LandAndBuildings/BOY00
IRS990EZ/LandAndBuildings/EOY00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues032546
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY037399
IRS990EZ/NetAssetsOrFundBalancesBOY037399
IRS990EZ/NetAssetsOrFundBalances/EOY038953
IRS990EZ/NetAssetsOrFundBalancesEOY038953
IRS990EZ/OccupancyRentUtilitiesAndMaint03602
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0GEORGE JACKSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1NORA VADEN HOMES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2LUKE TROSCLAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY TREASURER
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY09756
IRS990EZ/OtherAssetsTotal/EOY09756
IRS990EZ/OtherExpensesTotal023081
IRS990EZ/PrimaryExemptPurpose0EDUCATION OF INSURANCE AGENTS
IRS990EZ/PrintingPublicationsPostage0606
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0EDUCATED THE AGENTS
IRS990EZ/ProgramServiceRevenue029335
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits032270
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY0525
IRS990EZ/SumOfTotalLiabilities/EOY089
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101016 COLONIAL CLUB DRIVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0NEW ORLEANS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0LA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode070123
IRS990EZ/TheBooksAreInCareOf/NamePerson0GEORGE JACKSON
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05047370089
IRS990EZ/TotalAssets/BOY037924
IRS990EZ/TotalAssets/EOY039042
IRS990EZ/TotalExpenses060362
IRS990EZ/TotalRevenue061916
IRS990EZ/TransactionWithControlEntity0false
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION AMOUNT MEMBERSHIP EXPENSES 563 MEMBERSHIP MEETINGS 19,978 OFFICE EXPENSE 1,661 INSURANCE 879
IRS990ScheduleO/GeneralExplanation/Explanation1CATEGORY BEGINNING OF YEAR END OF YEAR EQUIPMENT 9,756 9,756
IRS990ScheduleO/GeneralExplanation/Explanation2CATEGORY BEGINNING OF YEAR END OF YEAR PAYROLL TAXES 525 89
IRS990ScheduleO/GeneralExplanation/Identifier0O01
IRS990ScheduleO/GeneralExplanation/Identifier1O02
IRS990ScheduleO/GeneralExplanation/Identifier2O03
IRS990ScheduleO/GeneralExplanation/ReturnReference0Description of other expenses Part I line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1Description of other assets Part II line 24
IRS990ScheduleO/GeneralExplanation/ReturnReference2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0720272758
ReturnHeader/Filer/Name/BusinessNameLine10NAIFA GREATER NEW ORLEANS INC
ReturnHeader/Filer/NameControl0NAIF
ReturnHeader/Filer/USAddress/AddressLine101016 COLONIAL CLUB DRIVE
ReturnHeader/Filer/USAddress/City0NEW ORLEANS
ReturnHeader/Filer/USAddress/State0LA
ReturnHeader/Filer/USAddress/ZIPCode070123
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-08
ReturnHeader/Officer/Name0GEORGE JACKSON
ReturnHeader/Officer/Phone05047370089
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-10-09
ReturnHeader/PreparerFirm/EIN0203853349
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TAX HELP NOLA LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106226 Jefferson Hwy Suite B
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Harahan
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0LA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode070123
ReturnHeader/Preparer/Name0Kelly Kuchler
ReturnHeader/Preparer/Phone05043056835
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-09T13:28:45-05:00

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