Civic Intelligence

Naifa - Oklahoma City Inc

EIN 73-6102952 • 501(c)6 • Oklahoma City, OK

Profile

Support and maintain the principles of legal reserve and health insurance.

4334 NW Expressway No 237Oklahoma City, OK 73116

www.naifa-okc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

49th percentile

0.5%

Higher net margin than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

0.2%

Faster asset growth than 53% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-6.1%

Faster revenue growth than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$71,553

Up $129 (+0.2%) from 2015

Liabilities

Down

$0

Down $99 (-100%) from 2015

Net Assets

Up

$71,553

Up $228 (+0.3%) from 2015

Operations
Liabilities / Revenue50th percentileNet Margin49th percentile

Revenue

Down

$45,399

Down $2,939 (-6.1%) from 2015

Expenses

Down

$45,171

Down $3,851 (-7.9%) from 2015

Net Income

Up

$228

Up $912 (+133%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $91,523Liabilities 2011: $02011Assets 2012: $81,419Net Assets 2012: $81,4192012Assets 2013: $74,654Liabilities 2013: $0Net Assets 2013: $74,6542013Assets 2014: $72,009Liabilities 2014: $0Net Assets 2014: $72,0092014Assets 2015: $71,424Liabilities 2015: $99Net Assets 2015: $71,3252015Assets 2016: $71,553Liabilities 2016: $0Net Assets 2016: $71,5532016

Highlighted filing

2016

Assets$71,553
Liabilities$0
Net Assets$71,553
Open 2016 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2011: $61,658Expenses 2011: $66,418Net Income 2011: -$4,7602011Revenue 2012: $56,640Expenses 2012: $66,744Net Income 2012: -$10,1042012Revenue 2013: $53,114Expenses 2013: $59,879Net Income 2013: -$6,7652013Revenue 2014: $49,763Expenses 2014: $52,408Net Income 2014: -$2,6452014Revenue 2015: $48,338Expenses 2015: $49,022Net Income 2015: -$6842015Revenue 2016: $45,399Expenses 2016: $45,171Net Income 2016: $2282016

Highlighted filing

2016

Revenue$45,399
Expenses$45,171
Net Income$228
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,553
Liabilities
$0
Net assets
$71,553
Revenue
$45,399
Expenses
$45,171
Net income
$228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$71.6$0.00$71.6$45.4$45.2$0.23
2015Detailed filing. Detailed filing data is available for this year.$71.4$0.10$71.3$48.3$49.0$0.68
2014Detailed filing. Detailed filing data is available for this year.$72.0$0.00$72.0$49.8$52.4$2.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.7$0.00$74.7$53.1$59.9$6.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.4$81.4$56.6$66.7$10.1
2011Summary only. Only limited summary data is available for this year.$91.5$0.00$61.7$66.4$4.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 30, 2016
Return Version
2015v2.1
Gross Receipts
$45,399
Mission and Program Overview

Mission

Support and maintain the principles of legal reserve and health insurance.

Program Services

DescriptionGrantsExpenses
PROVIDES TO MEMBERS TECHNICAL SERVICES, INDUSTRY INFORMATION, EDUCATIONAL SEMINARS, SPONSORED EVENTS AND REGULATORY REQUIREMENTS.$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY P GARZA LUTCF CLU CHFCAssociation Executive-$19,000-$19,000
CESARIO R CAVAZOS JR CLTC CLUPresident-$0--
MICHAEL D PENDERGRASSPresident Elect-$0--
KEVIN W PIERCETreasurer-$0--
DENNIS BURBANKImmediate Past President-$0--
JODY SNOWDERSecretary-$0--
RICHARD J PORTER CLUDirector-$0--
KYLE D THIESSENDirector-$0--
JOHN D WELKER IIIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Naifa - Oklahoma City Inc
EIN
73-6102952
Phone
4058819024
Address
4334 NW EXPRESSWAY NO 237, OKLAHOMA CITY, OK 73116

Signing Officer

Name
Kevin W Pierce
Title
Treasurer
Phone
4058819024
Signed
2016-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
531 COUCH DR, OKLAHOMA CITY, OK 73102
Preparer
David Selliman
Phone
4052397961
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: other. Amount: 620. Description: interest. Amount: 160. Total to form 990-ez, line 8: 780.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: city sales congress expense. Amount: 8,546. Description: leadership development. Amount: 1,400. Description: advocacy administration. Amount: 639. Description: bank service fees. Amount: 157. Description: property taxes. Amount: 36. Description: web-based services. Amount: 304. Description: insurance. Amount: 869. Description: membership recruiting. Amount: 790. Description: conferences & meetings. Amount: 10,658. Description: office. Amount: 305. Total to form 990-ez, line 16: 23,704.”

Raw XML Appendix142 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/PhoneNum04058819024
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04334 NW EXPRESSWAY STE 237
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073116
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071424
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071553
IRS990EZ/OccupancyRentUtltsAndMaintAmt01800
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt419000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CESARIO R CAVAZOS JR CLTC CLU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL D PENDERGRASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEVIN W PIERCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENNIS BURBANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY P GARZA LUTCF CLU CHFC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JODY SNOWDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RICHARD J PORTER CLU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KYLE D THIESSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOHN D WELKER III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSOCIATION EXECUTIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023704
IRS990EZ/OtherRevenueTotalAmt0780
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT AND MAINTAIN THE PRINCIPLES OF LEGAL RESERVE AND HEALTH INSURANCE.
IRS990EZ/ProgramServiceRevenueAmt016315
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES TO MEMBERS TECHNICAL SERVICES, INDUSTRY INFORMATION, EDUCATIONAL SEMINARS, SPONSORED EVENTS AND REGULATORY REQUIREMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt019000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt099
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt045171
IRS990EZ/TotalRevenueAmt045399
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NAIFA-OKC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER. AMOUNT: 620. DESCRIPTION: INTEREST. AMOUNT: 160. TOTAL TO FORM 990-EZ, LINE 8: 780.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CITY SALES CONGRESS EXPENSE. AMOUNT: 8,546. DESCRIPTION: LEADERSHIP DEVELOPMENT. AMOUNT: 1,400. DESCRIPTION: ADVOCACY ADMINISTRATION. AMOUNT: 639. DESCRIPTION: BANK SERVICE FEES. AMOUNT: 157. DESCRIPTION: PROPERTY TAXES. AMOUNT: 36. DESCRIPTION: WEB-BASED SERVICES. AMOUNT: 304. DESCRIPTION: INSURANCE. AMOUNT: 869. DESCRIPTION: MEMBERSHIP RECRUITING. AMOUNT: 790. DESCRIPTION: CONFERENCES & MEETINGS. AMOUNT: 10,658. DESCRIPTION: OFFICE. AMOUNT: 305. TOTAL TO FORM 990-EZ, LINE 16: 23,704.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN W PIERCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04058819024
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA - OKLAHOMA CITY INC
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0736102952
ReturnHeader/Filer/PhoneNum04058819024
ReturnHeader/Filer/USAddress/AddressLine1Txt04334 NW EXPRESSWAY NO 237
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0531 COUCH DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073102
ReturnHeader/PreparerPersonGrp/PhoneNum04052397961
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SELLIMAN
ReturnHeader/ReturnTs02016-10-07T12:44:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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