Civic Intelligence

Naifa - New York Inc

EIN 85-3681005 • 501(c)6 • Cedar Falls, IA

Profile

Promoting the higher business standards, ethics, education of the profession, as well as the enlightenment and engagement of the public on the benefits of engagement with the insurance and financial services industry in the state of new york

600 State Street Ste ACedar Falls, IA 50613

ny.naifa.org

Siviq Scores

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

Liabilities / Assets

90th percentile

0.48x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

0.62x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

9.8%

Higher net margin than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

-0.2%

Faster asset growth than 52% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

1.9%

Faster revenue growth than 54% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$367,037

Down $679 (-0.2%) from 2023

Liabilities

Down

$175,381

Down $28,204 (-14%) from 2023

Net Assets

Up

$191,656

Up $27,525 (+17%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin67th percentile

Revenue

Up

$280,867

Up $5,118 (+1.9%) from 2023

Expenses

Down

$253,342

Down $6,057 (-2.3%) from 2023

Net Income

Up

$27,525

Up $11,175 (+68%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$400K$300K$200K$100K$0Assets 2020: $209,739Liabilities 2020: $183,8142020Assets 2021: $285,929Liabilities 2021: $192,013Net Assets 2021: $93,9162021Assets 2022: $322,702Liabilities 2022: $174,921Net Assets 2022: $147,7812022Assets 2023: $367,716Liabilities 2023: $203,585Net Assets 2023: $164,1312023Assets 2024: $367,037Liabilities 2024: $175,381Net Assets 2024: $191,6562024

Highlighted filing

2024

Assets$367,037
Liabilities$175,381
Net Assets$191,656
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

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

$300K$200K$100K$0Revenue 2020: $50,700Expenses 2020: $24,775Net Income 2020: $25,9252020Revenue 2021: $247,122Expenses 2021: $179,131Net Income 2021: $67,9912021Revenue 2022: $270,040Expenses 2022: $216,175Net Income 2022: $53,8652022Revenue 2023: $275,749Expenses 2023: $259,399Net Income 2023: $16,3502023Revenue 2024: $280,867Expenses 2024: $253,342Net Income 2024: $27,5252024

Highlighted filing

2024

Revenue$280,867
Expenses$253,342
Net Income$27,525
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$367,037
Liabilities
$175,381
Net assets
$191,656
Revenue
$280,867
Expenses
$253,342
Net income
$27,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.67$1.75$1.92$2.81$2.53$0.28
2023Detailed filing. Detailed filing data is available for this year.$3.68$2.04$1.64$2.76$2.59$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.23$1.75$1.48$2.70$2.16$0.54
2021Detailed filing. Detailed filing data is available for this year.$2.86$1.92$0.94$2.47$1.79$0.68
2020Summary only. Only limited summary data is available for this year.$2.10$1.84$0.51$0.25$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 21, 2025
Return Version
2024v5.2
Gross Receipts
$280,867
Mission and Program Overview

Mission

Promoting the higher business standards, ethics, education of the profession, as well as the enlightenment and engagement of the public on the benefits of engagement with the insurance and financial services industry in the state of new york

Empowering financial professionals and consumers through world-class advocacy and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$201,964$212,000▲ $10,036
Cash and Non-Interest-Bearing Accounts$115,329$139,861▲ $24,532
Prepaid Expenses and Deferred Charges$6,000$7,739▲ $1,739
Accounts Receivable$44,423$7,437▼ $36,986
Total Assets$367,716$367,037▼ $679
Liabilities
Other Liabilities$138,031$138,031→ $0
Deferred Revenue$51,497$23,162▼ $28,335
Accounts Payable and Accrued Expenses$14,057$14,188▲ $131
Total Liabilities$203,585$175,381▼ $28,204
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$164,131$191,656▲ $27,525
Total Net Assets Fund Balance$164,131$191,656▲ $27,525
Total Liabilities and Net Assets / Fund Balance$367,716$367,037▼ $679
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Gary CapponPast President
Vinny DalloPresident
Paul SciaccaPresident Elect
David PerrottoDirector
Neil HimmelsteinDirector
Nicholas LimongelliDirector
Thomas PalmeriSecretary/treas

Highest Paid Contractors

ContractorServicesLocationCompensation
Naifa Midwest OfficeManagement, Acctg600 STATE STREET STE A, Cedar Falls, IA 50613$102,916
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$270,821
Investment Income
$10,036
Other Revenue
$10
Change in Net Assets
$27,525

Audited Revenue Reconciliation

Revenue per Audited Statements
$280,867
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$280,867
Total Revenue per Form 990
$280,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$253,342
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$102,916
Fees for Services Other---$36,000
Fees for Services Lobbying---$36,000
Conferences and Meetings---$29,340
Travel---$22,981
Fees for Services Accounting---$8,396
Advertising---$4,589
Office Expenses---$3,375
Insurance---$356
Other Expenses---$8
Total Functional Expenses$0$0$0$253,342

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$253,342
Total Expenses per Audited Statements$253,342
Total Expenses per Form 990$253,342
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$41,300
Current Year Nondeductible Lobbying and Political Cost$36,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$138,031
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Daily operating activities including administrative, finance and event function are delegated via a contract with an indpendent third party firm. The management firm's activities are monitored by the board of directors.”

Form 990, Part VI, Section A, Line 4

“Re-worded the mission statement and revised the definition of a member.”

Form 990, Part VI, Section A, Line 6

“Members consist of insurance and financial advisors, attorneys, accountants, bank and trust officers and philanthropic advisors operating or employed in the state of new york.”

Form 990, Part VI, Section A, Line 7A

“Members of the organizations elect the organization's board of directors”

Form 990, Part VI, Section A, Line 8B

“No committees can act on behalf of the board.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the executive director and management staff prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Volunteers are provided with and briefed on naifa - new york's conflict of interest policy at the onset of their engagement and no less than once annually. Additionally, the policy is contained in every board meeting packet and there is a verbal reminder at the beginning of each meeting. Staff also monitors activities for any potential conflicts and brings them to the attention of the president and board should that become necessary.”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Naifa - New York Inc
EIN
85-3681005
Phone
5183208444
Address
600 STATE STREET STE A, CEDAR FALLS, IA 50613

Signing Officer

Name
Jennifer Mauer
Title
Executive Director
Phone
5183208444
Signed
2025-08-21
Discuss with paid preparer
Yes

Organization Details

Formed
2020
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
25

Preparer

Firm
Welgaard Cpas & Advisors
Address
10550 NEW YORK AVE SUITE 100, URBANDALE, IA 50322
Preparer
Darlene M Danielson
Phone
5152530099
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Government affairs 36,000.”

Financial Statement Notes

PART X, LINE 2:

“The association has evaluated its tax positions taken on the years open to examination (years ended december 31, 2022, 2023. And 2024) and has determined that there is no significant uncertainty regarding the tax positions taken. If the association had determined a liability was necessary, any tax and related penalties and interest would be charged to operations.”

Raw XML Appendix350 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS EVALUATED ITS TAX POSITIONS TAKEN ON THE YEARS OPEN TO EXAMINATION (YEARS ENDED DECEMBER 31, 2022, 2023. AND 2024) AND HAS DETERMINED THAT THERE IS NO SIGNIFICANT UNCERTAINTY REGARDING THE TAX POSITIONS TAKEN. IF THE ASSOCIATION HAD DETERMINED A LIABILITY WAS NECESSARY, ANY TAX AND RELATED PENALTIES AND INTEREST WOULD BE CHARGED TO OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0253342
IRS990ScheduleD/TotalLiabilityAmt0138031
IRS990ScheduleD/TotalRevenuePerForm990Amt0280867
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0280867
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0253342
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAILY OPERATING ACTIVITIES INCLUDING ADMINISTRATIVE, FINANCE AND EVENT FUNCTION ARE DELEGATED VIA A CONTRACT WITH AN INDPENDENT THIRD PARTY FIRM. THE MANAGEMENT FIRM'S ACTIVITIES ARE MONITORED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RE-WORDED THE MISSION STATEMENT AND REVISED THE DEFINITION OF A MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS CONSIST OF INSURANCE AND FINANCIAL ADVISORS, ATTORNEYS, ACCOUNTANTS, BANK AND TRUST OFFICERS AND PHILANTHROPIC ADVISORS OPERATING OR EMPLOYED IN THE STATE OF NEW YORK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OF THE ORGANIZATIONS ELECT THE ORGANIZATION'S BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO COMMITTEES CAN ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND MANAGEMENT STAFF PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6VOLUNTEERS ARE PROVIDED WITH AND BRIEFED ON NAIFA - NEW YORK'S CONFLICT OF INTEREST POLICY AT THE ONSET OF THEIR ENGAGEMENT AND NO LESS THAN ONCE ANNUALLY. ADDITIONALLY, THE POLICY IS CONTAINED IN EVERY BOARD MEETING PACKET AND THERE IS A VERBAL REMINDER AT THE BEGINNING OF EACH MEETING. STAFF ALSO MONITORS ACTIVITIES FOR ANY POTENTIAL CONFLICTS AND BRINGS THEM TO THE ATTENTION OF THE PRESIDENT AND BOARD SHOULD THAT BECOME NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GOVERNMENT AFFAIRS 36,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0367716
IRS990/TotalAssetsEOYAmt0367037
IRS990/TotalAssetsGrp/BOYAmt0367716
IRS990/TotalAssetsGrp/EOYAmt0367037
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0253342
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0203585
IRS990/TotalLiabilitiesEOYAmt0175381
IRS990/TotalLiabilitiesGrp/BOYAmt0203585
IRS990/TotalLiabilitiesGrp/EOYAmt0175381
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0164131
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0191656
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0270821
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010046
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0270821
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0280867
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0367716
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0367037
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt022981
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0NY.NAIFA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05183208444
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA - NEW YORK INC
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0853681005
ReturnHeader/Filer/PhoneNum05183208444
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 STATE STREET STE A
ReturnHeader/Filer/USAddress/CityNm0CEDAR FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050613
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421130301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELGAARD CPAS & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010550 NEW YORK AVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0URBANDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050322
ReturnHeader/PreparerPersonGrp/PhoneNum05152530099
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARLENE M DANIELSON
ReturnHeader/ReturnTs02025-08-21T07:55:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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