Liabilities / Assets
65th percentile
Higher debt load relative to assets than 65% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
65th percentile
Higher debt load relative to assets than 65% of similar nonprofits.
Liabilities / Revenue
54th percentile
Higher debt load relative to revenue than 54% of similar nonprofits.
Net Margin
49th percentile
Higher net margin than 49% of similar nonprofits.
Top Officer Pay
91st percentile
Higher top officer pay than 91% of similar nonprofits.
Top officer pay equals 65.1% of source-year revenue.
Asset Growth
65th percentile
Faster asset growth than 65% of similar nonprofits.
Revenue Growth
33rd percentile
Faster revenue growth than 33% of similar nonprofits.
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
Insurance underwriters advocacy education
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| PATRICIA A CHESEBROUGH | Executive Vice President | FT | $60,000 | $8,598 | $68,598 |
| KENNY ZIEGLER | President | - | $0 | - | - |
| JULIE JAKUBEK | Vice President | - | $0 | - | - |
| PAUL FORD | Vice President | - | $0 | - | - |
| DAVID KROLL | Secretary Treasurer | - | $0 | - | - |
| JUDY AGUILLAR-WOERTZ | Immediate Past President | - | $0 | - | - |
| JIM BENNETT | Director | - | $0 | - | - |
| DAVID SEWELL | Director | - | $0 | - | - |
| TRACY JONES | Director | - | $0 | - | - |
| DIANA BRETTRAGER | Director | - | $0 | - | - |
| BARRY MCBRIDE | Director | - | $0 | - | - |
| PHIL SOLINSKY | Director | - | $0 | - | - |
| TONI GONZALES | Director | - | $0 | - | - |
| Line Item | Amount |
|---|---|
| Total Nondeductible Lobbying and Political Cost | $4,322 |
| Current Year Nondeductible Lobbying and Political Cost | $2,000 |
“DIRECTORY REVENUE 17,090”
“OFFICE EXPENSES 6,435”
“IT EXPENSES 4,235”
“TRAVEL EXPENSES 211”
“Conferences meetings 17,635”
“INSURANCE 2,134”
“Prior period adjustment - deferred revenue should have been captured in pys 49,942”
“AZ BUILDER FUND Beginning of year 1,979, End of year 9”
“OPPENHEIMER FUND Beginning of year 8,063, End of year 8,204”
“DEFERRED REVENUE Beginning of year 50,000, End of year 0”
“PAYROLL LIABILITIES Beginning of year 1,199, End of year 698”
“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.”
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/PersonNm | 0 | Patty Chesebrough |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4806616393 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 11655 N 109th St |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Scottsdale |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 85259 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 7405 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 11081 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | true |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2406 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3040 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 17447 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 19294 |
| IRS990EZ/GrossReceiptsAmt | 0 | 105367 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 198 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 80075 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | -33752 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 18596 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | -33752 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 18596 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 040.00 |
| 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/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 60000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 8598 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KENNY ZIEGLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JULIE JAKUBEK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | PAUL FORD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | DAVID KROLL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JUDY AGUILLAR-WOERTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JIM BENNETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | DAVID SEWELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | TRACY JONES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | DIANA BRETTRAGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | BARRY MCBRIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | PHIL SOLINSKY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | TONI GONZALES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | PATRICIA A CHESEBROUGH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | IMMEDIATE PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | EXECUTIVE VICE PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | true |
| IRS990EZ/OrganizationHadUBIInd | 0 | true |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 10042 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 8213 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 49942 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 30650 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 17090 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | INSURANCE UNDERWRITERS ADVOCACY EDUCATION |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1386 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 8004 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 67885 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 51199 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 698 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 102961 |
| IRS990EZ/TotalRevenueAmt | 0 | 105367 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.naifa-az.org |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 8007 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | true |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 80075 |
| IRS990ScheduleC/NonDedLbbyngPltclCyovAmt | 0 | 2322 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 2000 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 4322 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleC/TaxableAmt | 0 | -3685 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DIRECTORY REVENUE 17,090 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | OFFICE EXPENSES 6,435 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | IT EXPENSES 4,235 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TRAVEL EXPENSES 211 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CONFERENCES MEETINGS 17,635 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | INSURANCE 2,134 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | PRIOR PERIOD ADJUSTMENT - DEFERRED REVENUE SHOULD HAVE BEEN CAPTURED IN PYS 49,942 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | AZ BUILDER FUND Beginning of year 1,979, End of year 9 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | OPPENHEIMER FUND Beginning of year 8,063, End of year 8,204 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | DEFERRED REVENUE Beginning of year 50,000, End of year 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | PAYROLL LIABILITIES Beginning of year 1,199, End of year 698 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8, Other Revenue |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990-EZ, Part I, Line 20, Net Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990-EZ, Part II, Line 24, Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990-EZ, Part II, Line 24, Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990-EZ, Part II, Line 26, Liabilities |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990-EZ, Part II, Line 26, Liabilities |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990-EZ, Part V, Line 34 |
| ReturnHeader/BuildTS | 0 | 2020-01-14 16:20:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KENNY ZIEGLER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PAST PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-11-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NAIFA ARIZONA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAIF |
| ReturnHeader/Filer/EIN | 0 | 866051127 |
| ReturnHeader/Filer/PhoneNum | 0 | 4806616393 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 4728 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SCOTTSDALE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 85261 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | EFB0C7540C9D0F62F9AE0565DFC7D15C726DD0A4 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 62E43348EE3C7DAB2011D4FB068CA8D1BCB2AB31 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 68.226.18.216 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-11-05 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | MS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:20:33 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SECHLER MORGAN CPAS PLCC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2418 W BARROW DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CHANDLER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 85224 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6022302700 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-11-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KRISTINA MORGAN CPA |
| ReturnHeader/ReturnTs | 0 | 2019-11-05T10:48:47-00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.