Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Naifa - Colorado
EIN 84-0564639 • 501(c)6 • Aurora, CO
Profile
To serve insurance and financial advisors as an information resource, to promote ethical conduct, to enhance our professional skills and public image, and support our local chapter and affiliates.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.11x
Liabilities / Revenue
76th percentile
Higher debt load relative to revenue than 76% of similar nonprofits.
Net Margin
64th percentile
Higher net margin than 64% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
67th percentile
Faster asset growth than 67% of similar nonprofits.
Revenue Growth
55th percentile
Faster revenue growth than 55% of similar nonprofits.
Balance Sheet
Assets
Up$130,090
Up $9,630 (+8.0%) from 2021
Liabilities
Down$14,572
Down $3,082 (-17%) from 2021
Net Assets
Up$115,518
Up $12,712 (+12%) from 2021
Revenue
Up$168,754
Up $3,515 (+2.1%) from 2021
Expenses
Up$156,042
Up $16,732 (+12%) from 2021
Net Income
Down$12,712
Down $13,217 (-51%) from 2021
Trend Graphs
Filings
Most recent year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $130,090
- Liabilities
- $14,572
- Net assets
- $115,518
- Revenue
- $168,754
- Expenses
- $156,042
- Net income
- $12,712
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Mar 27, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $168,754
Mission and Program Overview
Mission
See Schedule O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Provide an annual conference and convention toeducate members on industry standards. | - | - |
| Publish and distribute an insurnace directory. | - | - |
| To serve insurance and financial advisors as an information resource, to promote ethical conduct, to enhance our professional skills and public image, and support our local chapter and affiliates. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Joeseph Giulitto | President | - | $0 | - | - |
| M Susan Ondack | Immediate Past Pres | - | $0 | - | - |
| Rice E Brown CLU ChFC MSFS | Treasurer | - | $0 | - | - |
| Kate Cihon | Secretary | - | $0 | - | - |
| Ava Chappell | Executive Director | PT | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- No
Reported Spending and Taxes
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $50,000 |
| Total Nondeductible Lobbying and Political Cost | $50,000 |
Filing and Contact Details
Filer
- Filer Name
- NAIFA - Colorado
- EIN
- 84-0564639
- Phone
- 7205151512
- Address
- PO Box 461876, Aurora, CO 80046
Signing Officer
- Name
- Katelyn Dain
- Title
- Executive Director
- Phone
- 7205151512
- Signed
- 2023-03-27
Preparer
- Firm
- 1040 Downstairs
- Address
- 387 CORONA ST SUITE 565, DENVER, CO 80218
- Preparer
- Mike Downs CPA
- Phone
- 3034004392
Supplemental Narrative
Additional Explanations
Pt III, Line 31
“To serve insurance and financial advisors as an information resource, to promote ethical conduct, to enhance our professional skills and public image, and support our local chapter and affiliates.”
Form 990EZ, Part I, Line 8
“NAIFA CO PAC Admin income 1441.”
Form 990EZ, Part I, Line 16
“Marketing 11844.”
Form 990EZ, Part I, Line 16
“Membership programs 41561.”
Form 990EZ, Part I, Line 16
“Convention 2443.”
Form 990EZ, Part I, Line 16
“Lobbying / government affairs 52206.”
Form 990EZ, Part I, Line 16
“Board / Leadership expenses 5557.”
Form 990EZ, Part I, Line 16
“Political disbursement 8500.”
Form 990EZ, Part II, Line 24
“Accounts receiveable 1800.”
Form 990EZ, Part II, Line 24
“Prepaids 50.”
Form 990EZ, Part II, Line 26
“Accounts payable 7441. 6913.”
Form 990EZ, Part II, Line 26
“Dues income payable 10213. 7659.”
Raw XML Appendix162 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/BusinessName/BusinessNameLine1Txt | 0 | E-Systems Organizers |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7205151512 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 461876 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Aurora |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 80046 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 119535 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 128240 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3369 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 12712 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 33931 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 120460 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 130090 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 168754 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 457 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 101587 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 102806 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 115518 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 102806 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 115518 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 25.00 |
| 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 | Joeseph Giulitto |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | M Susan Ondack |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Rice E Brown CLU ChFC MSFS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Kate Cihon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Ava Chappell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Immediate Past Pres |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Executive Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 925 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1850 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 122111 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1441 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | See Schedule O |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 61900 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Provide an annual conference and convention toeducate members on industry standards. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Publish and distribute an insurnace directory. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | To serve insurance and financial advisors as an information resource, to promote ethical conduct, to enhance our professional skills and public image, and support our local chapter and affiliates. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 17654 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 14572 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 156042 |
| IRS990EZ/TotalRevenueAmt | 0 | 168754 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.naifacolorado.org |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 49765 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 101587 |
| IRS990ScheduleC/NonDedLbbyngPltclCyovAmt | 0 | 0 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 50000 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 50000 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleC/TaxableAmt | 0 | 235 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | To serve insurance and financial advisors as an information resource, to promote ethical conduct, to enhance our professional skills and public image, and support our local chapter and affiliates. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | NAIFA CO PAC Admin income 1441. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Marketing 11844. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Membership programs 41561. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Convention 2443. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Lobbying / government affairs 52206. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Board / Leadership expenses 5557. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Political disbursement 8500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Accounts receiveable 1800. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Prepaids 50. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Accounts payable 7441. 6913. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Dues income payable 10213. 7659. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt III, Line 31 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990EZ, Part II, Line 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990EZ, Part II, Line 26 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Katelyn Dain |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7205151512 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-03-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NAIFA - Colorado |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAIF |
| ReturnHeader/Filer/EIN | 0 | 840564639 |
| ReturnHeader/Filer/PhoneNum | 0 | 7205151512 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 461876 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Aurora |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 80046 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 261660056 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | 1040 DOWNSTAIRS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 387 CORONA ST SUITE 565 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | DENVER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 80218 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3034004392 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-04-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Mike Downs CPA |
| ReturnHeader/ReturnTs | 0 | 2023-04-06T09:28:38-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Katelyn |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Dain |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
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