Civic Intelligence

Naifa - Oklahoma Inc

990EZ • Fiscal year 2023 • EIN 73-0956313

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 29, 2024

Organization ProfileWWW.NAIFA-OKLAHOMA.ORG
4334 NW Expressway STE 237Oklahoma City, OK 73116-1576

(405) 881-9024

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

23rd percentile

-15%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-6.6%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Flat

$64,071

Flat from 2023

Net Assets

$64,071

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin23rd percentile

Revenue

Flat

$69,124

Flat from 2023

Expenses

Flat

$79,532

Flat from 2023

Net Income

Flat

-$10,408

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $43,887Liabilities 2011: $6272011Assets 2012: $46,194Liabilities 2012: $6272012Assets 2013: $37,892Net Assets 2013: $37,8922013Assets 2014: $34,535Net Assets 2014: $34,5352014Assets 2015: $30,271Liabilities 2015: $0Net Assets 2015: $30,2712015Assets 2016: $24,425Liabilities 2016: $0Net Assets 2016: $24,4252016Assets 2017: $24,425Liabilities 2017: $0Net Assets 2017: $24,4252017Assets 2018: $22,505Liabilities 2018: $0Net Assets 2018: $22,5052018Assets 2019: $120,938Liabilities 2019: $0Net Assets 2019: $120,9382019Assets 2020: $92,553Liabilities 2020: $02020Assets 2021: $83,502Liabilities 2021: $0Net Assets 2021: $83,5022021Assets 2022: $74,479Liabilities 2022: $0Net Assets 2022: $74,4792022Assets 2023: $64,071Liabilities 2023: $0Net Assets 2023: $64,0712023Assets 2023: $64,071Liabilities 2023: $02023Assets 2025: $62,211Liabilities 2025: $0Net Assets 2025: $62,2112025

Highlighted filing

2023

Assets$64,071
Liabilities$0
Net Assets$64,071
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $66,300Expenses 2011: $64,945Net Income 2011: $1,3552011Revenue 2012: $72,953Expenses 2012: $70,646Net Income 2012: $2,3072012Revenue 2013: $61,425Expenses 2013: $69,100Net Income 2013: -$7,6752013Revenue 2014: $61,010Expenses 2014: $64,367Net Income 2014: -$3,3572014Revenue 2015: $59,546Expenses 2015: $63,810Net Income 2015: -$4,2642015Revenue 2016: $50,980Expenses 2016: $56,826Net Income 2016: -$5,8462016Revenue 2017: $47,688Expenses 2017: $47,688Net Income 2017: $02017Revenue 2018: $43,236Expenses 2018: $45,364Net Income 2018: -$2,1282018Revenue 2019: $78,346Expenses 2019: $81,826Net Income 2019: -$3,4802019Revenue 2020: $81,987Expenses 2020: $86,734Net Income 2020: -$4,7472020Revenue 2021: $77,796Expenses 2021: $86,847Net Income 2021: -$9,0512021Revenue 2022: $73,987Expenses 2022: $83,010Net Income 2022: -$9,0232022Revenue 2023: $69,124Expenses 2023: $79,532Net Income 2023: -$10,4082023Revenue 2023: $69,124Expenses 2023: $79,532Net Income 2023: -$10,4082023Revenue 2025: $57,371Expenses 2025: $48,544Net Income 2025: $8,8272025

Highlighted filing

2023

Revenue$69,124
Expenses$79,532
Net Income-$10,408
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 29, 2024
Return Version
2023v4.0
Gross Receipts
$69,124
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Affiliate monthly networking, education, and updates average attendance 60. State Performance and Annual Conference 30 attended.--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Whitney JesseeState Presidentvolunteer Affiliate-$0--
Shelly BurroughsState Pres Electprograms Chair-$0--
Chase MooreState Secretarytreasco-Membership-$0--
John Carroll CFA CFP APMA ChFC CRPCImmed Past Pres Advigrassrootspac-$0--
Chad S TreadwayState National Committeeperson-$0--
Mary P Garza LUTCFExecutive VP Association ExecPT$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
2024-01-29
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 2,691”

Description of other expenses Part I line 16

“Description AmountConferences/Meetings/Programs 11,212Property Taxes 22Telephone 623Marketing/Web Development/Web Host 730Insurance 1,718Software 70OK Board Expenses 3,332”

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 Appendix134 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Mary P Garza LUTCF CLU ChFC
IRS990EZ/BooksInCareOfDetail/PhoneNum04058819024
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04334 NW Expressway 237
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oklahoma City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073116
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074479
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064071
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10408
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010825
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074479
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064071
IRS990EZ/GrossReceiptsAmt069124
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt066427
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074479
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064071
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074479
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064071
IRS990EZ/OccupancyRentUtltsAndMaintAmt04200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Whitney Jessee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Shelly Burroughs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chase Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John Carroll CFA CFP APMA ChFC CRPC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Chad S Treadway
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mary P Garza LUTCF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0State PresidentVolunteer Affiliate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1State Pres ElectPrograms Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2State SecretaryTreasCo-Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Immed Past Pres AdviGrassrootsPAC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4State National Committeeperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Executive VP Association Exec
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt017707
IRS990EZ/OtherRevenueTotalAmt02691
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Affiliate monthly networking, education, and updates average attendance 60. State Performance and Annual Conference 30 attended.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt046800
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079532
IRS990EZ/TotalRevenueAmt069124
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NAIFA-OKLAHOMA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountRegistrations & Sponsorships 2,691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountConferences/Meetings/Programs 11,212Property Taxes 22Telephone 623Marketing/Web Development/Web Host 730Insurance 1,718Software 70OK Board Expenses 3,332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information 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/ExplanationTxt3Primary 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/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Personal benefit contract statement Part V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part III response or note to any other line in Part III
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary P Garza LUTCF CLU ChFC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive VP A
ReturnHeader/BusinessOfficerGrp/PhoneNum04058819024
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA - OKLAHOMA INC
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0730956313
ReturnHeader/Filer/USAddress/AddressLine1Txt04334 NW Expressway STE 237
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0731161576
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731192614
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0All Tax Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04334 NW Expressway Suite 242
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073116
ReturnHeader/PreparerPersonGrp/PhoneNum04057536577
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela S Taylor
ReturnHeader/ReturnTs02024-01-30T14:02:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mary
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Garza LUTCF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,071
Liabilities
$0
Net assets
$64,071
Revenue
$69,124
Expenses
$79,532
Net income
-$10,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.57$0.49$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.69$0.80$0.10
2023Summary only. Only limited summary data is available for this year.$0.64$0.00$0.69$0.80$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.74$0.83$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.78$0.87$0.09
2020Summary only. Only limited summary data is available for this year.$0.93$0.00$0.82$0.87$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.78$0.82$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.43$0.45$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.48$0.48$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.51$0.57$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.60$0.64$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.61$0.64$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.38$0.61$0.69$0.08
2012Summary only. Only limited summary data is available for this year.$0.46$0.01$0.73$0.71$0.02
2011Summary only. Only limited summary data is available for this year.$0.44$0.01$0.66$0.65$0.01