Liabilities / Assets
45th percentile
Tied with the lowest-debt nonprofits in its peer group.
Naifa - Oklahoma Inc
990EZ • Fiscal year 2024 • 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
19th percentile
Higher net margin than 19% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
21st percentile
Faster asset growth than 21% of similar nonprofits.
Revenue Growth
27th percentile
Faster revenue growth than 27% of similar nonprofits.
Balance Sheet
Assets
Down$53,384
Down $10,687 (-17%) from 2023
Net Assets
$53,384
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2023
Revenue And Expenses
Revenue
Down$62,595
Down $6,529 (-9.4%) from 2023
Expenses
Down$73,282
Down $6,250 (-7.9%) from 2023
Net Income
Down-$10,687
Down $279 (-2.7%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Jan 28, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $62,595
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 |
|---|---|---|---|---|---|
| Shelly Burroughs | State Presidentvolunteer Affiliate | - | $0 | - | - |
| Chase Moore | State Pres Electvolunteer Aff Lead | - | $0 | - | - |
| Richard Schwab | State Secretarytreaspast Pres Adv | - | $0 | - | - |
| Whitney Jessee | Immed Past Presvolunteer Aff Lead | - | $0 | - | - |
| Chad S Tredway | State National Committeeperson | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Naifa - Oklahoma Inc
- EIN
- 73-0956313
- In Care Of
- % Mary P Garza LUTCF
- Phone
- 4058819024
- Address
- 8924 NW 85th Pl, Oklahoma City, OK 73132
Signing Officer
- Name
- Mary P Garza Lutcf Clu Chfc
- Title
- Executive VP Association Exec
- Phone
- 4058819024
- Signed
- 2025-01-28
- 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 815”
Description of other expenses Part I line 16
“Description AmountConferences/Meetings/Programs 7,011Postage 72Property Taxes 22Telephone 586Marketing/Web Development/Web Host 557Insurance 1,595Software 70Bank Fees 12OK Board Expenses 1,207”
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 Appendix126 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/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Mary P Garza LUTCF 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 | 64071 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 53384 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -10687 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 12900 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 64071 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 53384 |
| IRS990EZ/GrossReceiptsAmt | 0 | 62595 |
| 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 | 61780 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 64071 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 53384 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 64071 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 53384 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 2450 |
| 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/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 | Shelly Burroughs |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Chase Moore |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Richard Schwab |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Whitney Jessee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Chad S Tredway |
| 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 | State National Committeeperson |
| 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 | 11132 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 815 |
| 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 | 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 | 73282 |
| IRS990EZ/TotalRevenueAmt | 0 | 62595 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NAIFA-OKLAHOMA.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountRegistrations & Sponsorships 815 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountConferences/Meetings/Programs 7,011Postage 72Property Taxes 22Telephone 586Marketing/Web Development/Web Host 557Insurance 1,595Software 70Bank Fees 12OK Board Expenses 1,207 |
| 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 LUTCF CLU CHFC |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive VP Association Exec |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4058819024 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-01-28 |
| 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 LUTCF |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| 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 | 2025-01-31 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | PAMELA S TAYLOR |
| ReturnHeader/ReturnTs | 0 | 2025-01-31T10:16:46-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $53,384
- Liabilities
- $0
- Net assets
- $53,384
- Revenue
- $62,595
- Expenses
- $73,282
- Net income
- -$10,687