Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Naifa - Oklahoma Inc
EIN 73-0956313 • 501(c)6 • Oklahoma City, OK
Profile
Support and maintain the principles of legal reserve life and health insurance and to provide members services, advocacy, industry information, educational seminars and sponsored events.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
51st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
76th percentile
Higher net margin than 76% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
37th percentile
Faster revenue growth than 37% of similar nonprofits.
Balance Sheet
Assets
Down$62,211
Down $1,860 (-2.9%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
$62,211
No earlier filing loaded for comparison.
Revenue
Down$57,371
Down $11,753 (-17%) from 2023
Expenses
Down$48,544
Down $30,988 (-39%) from 2023
Net Income
Up$8,827
Up $19,235 (+185%) from 2023
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $62,211
- Liabilities
- $0
- Net assets
- $62,211
- Revenue
- $57,371
- Expenses
- $48,544
- Net income
- $8,827
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2025 to Dec 31, 2025
- Signed
- Jan 15, 2026
- Return Version
- 2025v4.0
- Gross Receipts
- $57,371
Mission and Program Overview
Mission
See Schedule O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Affiliate monthly networking, education, and updates average attendance 60. State Performance and Annual Conference 30 attended. | - | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Chase Moore | State Presidentvolunteer Affiliate | - | $0 | - | - |
| Leo B Fundaro JR | State Pres Electvolunteer Aff Lead | - | $0 | - | - |
| Richard Schwab | State Secretarytreaspast Pres Adv | - | $0 | - | - |
| Shelly Burroughs | Immed Past Presvolunteer Aff Lead | - | $0 | - | - |
| Mary P Garza | Executive VP Association Exec | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Naifa - Oklahoma Inc
- EIN
- 73-0956313
- In Care Of
- % Mary P Garza
- Phone
- 4058819024
- Address
- 8924 NW 85th Pl, Oklahoma City, OK 73132
Signing Officer
- Name
- Mary P Garza Clu Chfc
- Title
- Executive VP Association Exec
- Phone
- 4058819024
- Signed
- 2026-01-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- All Tax Inc
- Address
- 4334 NW Expressway Suite 242, Oklahoma City, OK 73116
- Preparer
- Pamela S Taylor
- Phone
- 4057536577
Supplemental Narrative
Additional Explanations
Description of other revenue Part I line 8
“Description AmountRegistrations & Sponsorships 1,755”
Description of other expenses Part I line 16
“Description AmountConferences/Meetings/Programs 7,308Telephone 543Marketing/Web Development/Web Host 526Insurance 1,630Software 70Bank Fees 65OK Board Expenses 2,102”
Personal benefit contract statement Part V
“Information regarding personal benefit contracts: The 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.”
Part III response or note to any other line in Part III
“Primary Exempt Purpose - Support and maintain the principles of legal reserve life and health insurance and to provide members services, advocacy, industry information, educational seminars and sponsored events.”
Raw XML Appendix123 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Mary P Garza CLU ChFC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4058819024 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8924 NW 85th Pl |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Oklahoma City |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 73132 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 53384 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 62211 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 8827 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 12900 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 53384 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 62211 |
| IRS990EZ/GrossReceiptsAmt | 0 | 57371 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 55616 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 53384 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 62211 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 53384 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 62211 |
| 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 | 20.00 |
| 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/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Chase Moore |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Leo B Fundaro JR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Richard Schwab |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Shelly Burroughs |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Mary P Garza |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | State PresidentVolunteer Affiliate |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | State Pres ElectVolunteer Aff Lead |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | State SecretaryTreasPast Pres Adv |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Immed Past PresVolunteer Aff Lead |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Executive VP Association Exec |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 12244 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1755 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | See Schedule O |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Affiliate monthly networking, education, and updates average attendance 60. State Performance and Annual Conference 30 attended. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 23400 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OK |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 48544 |
| IRS990EZ/TotalRevenueAmt | 0 | 57371 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NAIFA-OKLAHOMA.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountRegistrations & Sponsorships 1,755 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountConferences/Meetings/Programs 7,308Telephone 543Marketing/Web Development/Web Host 526Insurance 1,630Software 70Bank Fees 65OK Board Expenses 2,102 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Information regarding personal benefit contracts: The 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Primary Exempt Purpose - Support and maintain the principles of legal reserve life and health insurance and to provide members services, advocacy, industry information, educational seminars and sponsored events. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Personal benefit contract statement Part V |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Part III response or note to any other line in Part III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MARY P GARZA CLU CHFC |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive VP Association Exec |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4058819024 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-01-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NAIFA - OKLAHOMA INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAIF |
| ReturnHeader/Filer/EIN | 0 | 730956313 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Mary P Garza |
| ReturnHeader/Filer/PhoneNum | 0 | 4058819024 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 8924 NW 85th Pl |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Oklahoma City |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 73132 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 731192614 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | All Tax Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4334 NW Expressway Suite 242 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Oklahoma City |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 73116 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4057536577 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-01-21 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | PAMELA S TAYLOR |
| ReturnHeader/ReturnTs | 0 | 2026-01-21T11:18:36-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2025-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-12-31 |
| ReturnHeader/TaxYr | 0 | 2025 |
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