Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2019 • EIN 73-0956313
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
31st percentile
Higher net margin than 31% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 27.6% of source-year revenue.
Asset Growth
99th percentile
Faster asset growth than 99% of similar nonprofits.
Revenue Growth
96th percentile
Faster revenue growth than 96% of similar nonprofits.
Assets
Up$120,938
Up $98,433 (+437%) from 2018
Net Assets
Up$120,938
Up $98,433 (+437%) from 2018
Liabilities
Flat$0
Flat from 2018
Revenue
Up$78,346
Up $35,110 (+81%) from 2018
Expenses
Up$81,826
Up $36,462 (+80%) from 2018
Net Income
Down-$3,480
Down $1,352 (-64%) from 2018
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.
| Description | Grants | Expenses |
|---|---|---|
| ANNUAL SALES CONGRESS & BANQUET, ANNUAL LEADERSHIP CONFERENCE, NATIONAL CONFERENCE, AND PRESIDENT'S CONFERENCE. | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARY P GARZA LUTCF CLU CHFC | Association Executive | - | $21,600 | - | $21,600 |
| BRIAN J EASLON CLU CHFC RICP | Immediate Past President | - | $0 | - | - |
| SAMUEL V FIRMAN LUTCF | President | - | $0 | - | - |
| RICHARD SCHWAB CLTCLTCP | President Elect | - | $0 | - | - |
| ANDREW RITCHIE | Vice President | - | $0 | - | - |
| CHAD S TREDWAY LUTCF | National Committeeperson | - | $0 | - | - |
| HOWARD T STYRON LUTCF CLTCP | Secretary/Treasurer | - | $0 | - | - |
“Description: interest income. Amount: 511.”
“Description: registrations & sponorships. Amount: 6,809. Description: professional development. Amount: 4,500. Total to form 990-ez, line 8: 11,309.”
“Description: conferences/meetings. Amount: 41,448. Description: equipment rental. Amount: 386. Description: postage & shipping. Amount: 110. Description: taxes. Amount: 23. Description: telephone. Amount: 438. Description: web host. Amount: 1,145. Description: insurance. Amount: 1,672. Description: software purchase. Amount: 70. Description: bank service fees. Amount: 537. Description: affiliate board expenses. Amount: 80. Description: misc expense. Amount: 25. Description: membership incentive. Amount: 270. Total to form 990-ez, line 16: 46,204.”
“Description: transfers in - affiliates. Amount: 101,913.”
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 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ASSOCIATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4058819024 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4334 N W EXPRESSWAY 237 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | OKLAHOMA CITY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 73116 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 22505 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 120938 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3480 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 972 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 22505 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 120938 |
| IRS990EZ/GrossReceiptsAmt | 0 | 78346 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 511 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 66526 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 22505 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 120938 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 22505 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 120938 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 2850 |
| 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/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 | 21600 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 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/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 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/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | BRIAN J EASLON CLU CHFC RICP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SAMUEL V FIRMAN LUTCF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | RICHARD SCHWAB CLTCLTCP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ANDREW RITCHIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CHAD S TREDWAY LUTCF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MARY P GARZA LUTCF CLU CHFC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | HOWARD T STYRON LUTCF CLTCP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | IMMEDIATE PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | NATIONAL COMMITTEEPERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | ASSOCIATION EXECUTIVE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | SECRETARY/TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 101913 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 46204 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 11309 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ANNUAL SALES CONGRESS & BANQUET, ANNUAL LEADERSHIP CONFERENCE, NATIONAL CONFERENCE, AND PRESIDENT'S CONFERENCE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 31800 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OK |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 81826 |
| IRS990EZ/TotalRevenueAmt | 0 | 78346 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NAIFA-OKLAHOMA.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 511. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: REGISTRATIONS & SPONORSHIPS. AMOUNT: 6,809. DESCRIPTION: PROFESSIONAL DEVELOPMENT. AMOUNT: 4,500. TOTAL TO FORM 990-EZ, LINE 8: 11,309. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: CONFERENCES/MEETINGS. AMOUNT: 41,448. DESCRIPTION: EQUIPMENT RENTAL. AMOUNT: 386. DESCRIPTION: POSTAGE & SHIPPING. AMOUNT: 110. DESCRIPTION: TAXES. AMOUNT: 23. DESCRIPTION: TELEPHONE. AMOUNT: 438. DESCRIPTION: WEB HOST. AMOUNT: 1,145. DESCRIPTION: INSURANCE. AMOUNT: 1,672. DESCRIPTION: SOFTWARE PURCHASE. AMOUNT: 70. DESCRIPTION: BANK SERVICE FEES. AMOUNT: 537. DESCRIPTION: AFFILIATE BOARD EXPENSES. AMOUNT: 80. DESCRIPTION: MISC EXPENSE. AMOUNT: 25. DESCRIPTION: MEMBERSHIP INCENTIVE. AMOUNT: 270. TOTAL TO FORM 990-EZ, LINE 16: 46,204. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: TRANSFERS IN - AFFILIATES. AMOUNT: 101,913. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | 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. |
| ReturnHeader/BuildTS | 0 | 2020-01-14 16:20:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MARY GARZA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | ASSOCIATION EXECUTIVE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4058819024 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-11-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NAIFA - OKLAHOMA INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAIF |
| ReturnHeader/Filer/EIN | 0 | 730956313 |
| ReturnHeader/Filer/PhoneNum | 0 | 4058819024 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4334 NW EXPRESSWAY STE 237 NO 237 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | OKLAHOMA CITY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 731161576 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 4919BF2A59ABAB05CFE26AE5433C13C5781A92B9 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 66.98.98.134 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-11-01 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 11:35:15 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 420714325 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | RSM US LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 210 PARK AVE SUITE 1725 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | OKLAHOMA CITY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 73102 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4052397961 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MIKE PLACE |
| ReturnHeader/ReturnTs | 0 | 2019-11-01T12:40:53-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.