Liabilities / Assets
45th percentile
Tied with the lowest-debt nonprofits in its peer group.
Naifa - Oklahoma Inc
990EZ • Fiscal year 2022 • EIN 73-0956313
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
45th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
25th percentile
Higher net margin than 25% of similar nonprofits.
Top Officer Pay
87th percentile
Higher top officer pay than 87% of similar nonprofits.
Top officer pay equals 68.9% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
29th percentile
Faster revenue growth than 29% of similar nonprofits.
Balance Sheet
Assets
Down$74,479
Down $9,023 (-11%) from 2021
Net Assets
Down$74,479
Down $9,023 (-11%) from 2021
Liabilities
Flat$0
Flat from 2021
Revenue And Expenses
Revenue
Down$73,987
Down $3,809 (-4.9%) from 2021
Expenses
Down$83,010
Down $3,837 (-4.4%) from 2021
Net Income
Up-$9,023
Up $28 (+0.3%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Jan 26, 2023
- Return Version
- 2022v4.1
- Gross Receipts
- $73,987
Mission and Program Overview
Mission
See Schedule O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Affiliate monthly networking, education, and updates average attendance 107. State Performance and Annual Conference 30 attended. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Mary P Garza LUTCF | Executive VP Association Exec | PT | $46,800 | $4,200 | $51,000 |
| John Carroll CFA CFP APMA ChFC CRPC | President Advisorgrassrootspac Co | - | $0 | - | - |
| Whitney Jessee | President Electvolunteer Affiliate | - | $0 | - | - |
| Shelly Burroughs | State Secretaryco-Membership Chair | - | $0 | - | - |
| Chase Moore | State Treasurerco-Membership Chair | - | $0 | - | - |
| Chad S Tredway | State National Committeeperson | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Naifa - Oklahoma Inc
- EIN
- 73-0956313
- Address
- 4334 NW Expressway STE 237, Oklahoma City, OK 73116-1576
Signing Officer
- Name
- Mary P Garza LUTCF CLU ChFC
- Title
- Executive VP A
- Phone
- 4058819024
- Signed
- 2023-01-26
- 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 2,960”
Description of other expenses Part I line 16
“Description AmountConferences/Meetings/Programs 13,875Postage 83Property Taxes 21Telephone 545Marketing/Web Development/Web Host 1,104Insurance 1,827Software 70Bank Fees 254OK Board Expenses 1,481”
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 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Mary P Garza LUTCF CLU ChFC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4058819024 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4334 NW 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 | 83502 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 74479 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -9023 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 12750 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 83502 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 74479 |
| IRS990EZ/GrossReceiptsAmt | 0 | 73987 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 322 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 70705 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 83502 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 74479 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 83502 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 74479 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 4200 |
| 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 | 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/CompensationAmt | 5 | 46800 |
| 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/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 | 4200 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | John Carroll CFA CFP APMA ChFC CRPC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Whitney Jessee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Shelly Burroughs |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Chase Moore |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Chad S Tredway |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Mary P Garza LUTCF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President AdvisorGrassrootsPAC Co |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President ElectVolunteer Affiliate |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | State SecretaryCo-Membership Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | State TreasurerCo-Membership Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | State National Committeeperson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | 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 | 19260 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2960 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | See Schedule O |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Affiliate monthly networking, education, and updates average attendance 107. State Performance and Annual Conference 30 attended. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 46800 |
| 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 | 83010 |
| IRS990EZ/TotalRevenueAmt | 0 | 73987 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NAIFA-OKLAHOMA.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountRegistrations & Sponsorships 2,960 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountConferences/Meetings/Programs 13,875Postage 83Property Taxes 21Telephone 545Marketing/Web Development/Web Host 1,104Insurance 1,827Software 70Bank Fees 254OK Board Expenses 1,481 |
| 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-03-07 01:45:13Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Mary P Garza LUTCF CLU ChFC |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive VP A |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4058819024 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-01-26 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NAIFA - OKLAHOMA INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAIF |
| ReturnHeader/Filer/EIN | 0 | 730956313 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4334 NW Expressway STE 237 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Oklahoma City |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 731161576 |
| 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 | 2023-01-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Pamela S Taylor |
| ReturnHeader/ReturnTs | 0 | 2023-01-30T13:59:26-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Mary |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Garza LUTCF |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $74,479
- Liabilities
- $0
- Net assets
- $74,479
- Revenue
- $73,987
- Expenses
- $83,010
- Net income
- -$9,023