Civic Intelligence

Naifa Arizona

990EZ • Fiscal year 2019 • EIN 86-6051127

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 04, 2019

P O Box 4728Scottsdale, AZ 85261

(480) 661-6393

Siviq Scores

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

Liabilities / Assets

65th percentile

0.04x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

54th percentile

0.01x

Higher debt load relative to revenue than 54% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

49th percentile

2.3%

Higher net margin than 49% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

91st percentile

$68,598

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 65.1% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-6.8%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$19,294

Up $1,847 (+11%) from 2018

Net Assets

Up

$18,596

Up $52,348 (+155%) from 2018

Liabilities

Down

$698

Down $50,501 (-99%) from 2018

Revenue

Down

$105,367

Down $7,643 (-6.8%) from 2018

Expenses

Down

$102,961

Down $15,895 (-13%) from 2018

Net Income

Up

$2,406

Up $8,252 (+141%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2011: $46,973Liabilities 2011: $46,0062011Assets 2012: $45,968Liabilities 2012: $50,000Net Assets 2012: -$4,0322012Assets 2013: $26,953Liabilities 2013: $50,067Net Assets 2013: -$23,1142013Assets 2014: $26,917Liabilities 2014: $51,481Net Assets 2014: -$24,5642014Assets 2015: $15,648Liabilities 2015: $51,481Net Assets 2015: -$35,8332015Assets 2016: $17,476Liabilities 2016: $50,193Net Assets 2016: -$32,7172016Assets 2017: $23,838Liabilities 2017: $51,744Net Assets 2017: -$27,9062017Assets 2018: $17,447Liabilities 2018: $51,199Net Assets 2018: -$33,7522018Assets 2019: $19,294Liabilities 2019: $698Net Assets 2019: $18,5962019Assets 2020: $23,773Liabilities 2020: $1,619Net Assets 2020: $22,1542020Assets 2021: $49,717Liabilities 2021: $1,108Net Assets 2021: $48,6092021Assets 2022: $37,400Liabilities 2022: $1,104Net Assets 2022: $36,2962022Assets 2023: $24,969Liabilities 2023: $1,106Net Assets 2023: $23,8632023Assets 2024: $14,112Net Assets 2024: $14,1122024

Highlighted filing

2019

Assets$19,294
Liabilities$698
Net Assets$18,596

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $123,147Expenses 2011: $121,131Net Income 2011: $2,0162011Revenue 2012: $119,685Expenses 2012: $119,837Net Income 2012: -$1522012Revenue 2013: $107,411Expenses 2013: $126,223Net Income 2013: -$18,8122013Revenue 2014: $112,190Expenses 2014: $117,537Net Income 2014: -$5,3472014Revenue 2015: $113,452Expenses 2015: $119,129Net Income 2015: -$5,6772015Revenue 2016: $124,263Expenses 2016: $121,147Net Income 2016: $3,1162016Revenue 2017: $122,126Expenses 2017: $117,315Net Income 2017: $4,8112017Revenue 2018: $113,010Expenses 2018: $118,856Net Income 2018: -$5,8462018Revenue 2019: $105,367Expenses 2019: $102,961Net Income 2019: $2,4062019Revenue 2020: $114,507Expenses 2020: $110,949Net Income 2020: $3,5582020Revenue 2021: $123,086Expenses 2021: $96,818Net Income 2021: $26,2682021Revenue 2022: $88,791Expenses 2022: $101,104Net Income 2022: -$12,3132022Revenue 2023: $86,949Expenses 2023: $98,823Net Income 2023: -$11,8742023Revenue 2024: $92,177Expenses 2024: $101,928Net Income 2024: -$9,7512024

Highlighted filing

2019

Revenue$105,367
Expenses$102,961
Net Income$2,406
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$105,367
Mission and Program Overview

Mission

Insurance underwriters advocacy education

Program Services

DescriptionGrantsExpenses
NAIFA OF AZ HOSTS SEVERAL EDUCATION EVENTS INCLUDING AN ANNUAL CONFERENCE. ADDITIONALLY THE ASSOCIATION PRODUCES AN ANNUAL MEMBERSHIP DIRECTORY AND PROVIDES UPDATES AND REPORTS ON LEGISLATION AFFECTING THE INDUSTRY.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA A CHESEBROUGHExecutive Vice PresidentFT$60,000$8,598$68,598
KENNY ZIEGLERPresident-$0--
JULIE JAKUBEKVice President-$0--
PAUL FORDVice President-$0--
DAVID KROLLSecretary Treasurer-$0--
JUDY AGUILLAR-WOERTZImmediate Past President-$0--
JIM BENNETTDirector-$0--
DAVID SEWELLDirector-$0--
TRACY JONESDirector-$0--
DIANA BRETTRAGERDirector-$0--
BARRY MCBRIDEDirector-$0--
PHIL SOLINSKYDirector-$0--
TONI GONZALESDirector-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$4,322
Current Year Nondeductible Lobbying and Political Cost$2,000
Filing and Contact Details

Filer

Filer Name
Naifa Arizona
EIN
86-6051127
Phone
4806616393
Address
P O BOX 4728, SCOTTSDALE, AZ 85261

Signing Officer

Name
Kenny Ziegler
Title
Past President
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Sechler Morgan Cpas Plcc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Supplemental Narrative

Additional Explanations

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

DIRECTORY REVENUE 17,090

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

OFFICE EXPENSES 6,435

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

IT EXPENSES 4,235

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

TRAVEL EXPENSES 211

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

Conferences meetings 17,635

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

INSURANCE 2,134

Form 990-EZ, Part I, Line 20, Net Assets

Prior period adjustment - deferred revenue should have been captured in pys 49,942

Form 990-EZ, Part II, Line 24, Other Assets

AZ BUILDER FUND Beginning of year 1,979, End of year 9

Form 990-EZ, Part II, Line 24, Other Assets

OPPENHEIMER FUND Beginning of year 8,063, End of year 8,204

Form 990-EZ, Part II, Line 26, Liabilities

DEFERRED REVENUE Beginning of year 50,000, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

PAYROLL LIABILITIES Beginning of year 1,199, End of year 698

Form 990-EZ, Part V, Line 34

The bylaws were updated to reflect a change in the organization structure to being a chapter of the national organization. This change allows the chapter members to vote in national association elections if they choose to attend national meetings.

Raw XML Appendix180 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Scottsdale
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KENNY ZIEGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE JAKUBEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAUL FORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID KROLL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID SEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TRACY JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DIANA BRETTRAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BARRY MCBRIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10PHIL SOLINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11TONI GONZALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12PATRICIA A CHESEBROUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OtherChangesInNetAssetsAmt049942
IRS990EZ/OtherExpensesTotalAmt030650
IRS990EZ/OtherRevenueTotalAmt017090
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0INSURANCE UNDERWRITERS ADVOCACY EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt01386
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NAIFA OF AZ HOSTS SEVERAL EDUCATION EVENTS INCLUDING AN ANNUAL CONFERENCE. ADDITIONALLY THE ASSOCIATION PRODUCES AN ANNUAL MEMBERSHIP DIRECTORY AND PROVIDES UPDATES AND REPORTS ON LEGISLATION AFFECTING THE INDUSTRY.
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IRS990EZ/TotalExpensesAmt0102961
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.naifa-az.org
IRS990ScheduleC/AggregateReportedDuesNtcAmt08007
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
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IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt02000
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt0-3685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORY REVENUE 17,090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE EXPENSES 6,435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IT EXPENSES 4,235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRAVEL EXPENSES 211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFERENCES MEETINGS 17,635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 2,134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR PERIOD ADJUSTMENT - DEFERRED REVENUE SHOULD HAVE BEEN CAPTURED IN PYS 49,942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AZ BUILDER FUND Beginning of year 1,979, End of year 9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OPPENHEIMER FUND Beginning of year 8,063, End of year 8,204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DEFERRED REVENUE Beginning of year 50,000, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL LIABILITIES Beginning of year 1,199, End of year 698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11THE BYLAWS WERE UPDATED TO REFLECT A CHANGE IN THE ORGANIZATION STRUCTURE TO BEING A CHAPTER OF THE NATIONAL ORGANIZATION. THIS CHANGE ALLOWS THE CHAPTER MEMBERS TO VOTE IN NATIONAL ASSOCIATION ELECTIONS IF THEY CHOOSE TO ATTEND NATIONAL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part V, Line 34
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNY ZIEGLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA ARIZONA
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0866051127
ReturnHeader/Filer/PhoneNum04806616393
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 4728
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085261
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EFB0C7540C9D0F62F9AE0565DFC7D15C726DD0A4
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.226.18.216
ReturnHeader/FilingSecurityInformation/IPDt02019-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm016:20:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLCC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085224
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02019-11-05T10:48:47-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.92$1.02$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.01$0.24$0.87$0.99$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.01$0.36$0.89$1.01$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$1.23$0.97$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.02$0.22$1.15$1.11$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.01$0.19$1.05$1.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.51$0.34$1.13$1.19$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.52$0.28$1.22$1.17$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.50$0.33$1.24$1.21$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.51$0.36$1.13$1.19$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.51$0.25$1.12$1.18$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.50$0.23$1.07$1.26$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.50$0.04$1.20$1.20$0.00
2011Summary only. Only limited summary data is available for this year.$0.47$0.46$1.23$1.21$0.02