Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
Liabilities / Revenue
56th percentile
Higher debt load relative to revenue than 56% of similar nonprofits.
Net Margin
50th percentile
Higher net margin than 50% of similar nonprofits.
Top Officer Pay
88th percentile
Higher top officer pay than 88% of similar nonprofits.
Top officer pay equals 52.8% of source-year revenue.
Asset Growth
76th percentile
Faster asset growth than 76% of similar nonprofits.
Revenue Growth
85th percentile
Faster revenue growth than 85% of similar nonprofits.
Assets
Up$23,773
Up $4,479 (+23%) from 2019
Net Assets
Up$22,154
Up $3,558 (+19%) from 2019
Liabilities
Up$1,619
Up $921 (+132%) from 2019
Revenue
Up$114,507
Up $9,140 (+8.7%) from 2019
Expenses
Up$110,949
Up $7,988 (+7.8%) from 2019
Net Income
Up$3,558
Up $1,152 (+48%) from 2019
Insurance underwriters advocacy education
| Description | Grants | Expenses |
|---|---|---|
| NAIFA PROVIDES CONTINUING EDUCATION THROUGH PROGRAMMING LEGISLATIVE ACTIVITY TO PROTECT MEMBERS INDUSTRY CONSUMER INTERESTS ANNUAL MEMBERSHIP DIRECTORY TO PROMOTE PROFESSIONAL IMAGE PROMOTE HIGH ETHICAL STANDARDS. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| PATRICIA A CHESEBROUGH | CEO | FT | $52,500 | $8,002 | $60,502 |
| JULIE JAKUBEK | President | - | $0 | - | - |
| UNDREA SMITH | Vice President | - | $0 | - | - |
| PAUL FORD | Vice President | - | $0 | - | - |
| BARRY A MCBRIDE | Secretary Treasurer | - | $0 | - | - |
| KENNY ZIEGLER | Immediate Past President | - | $0 | - | - |
| ADAM ROTH | Director | - | $0 | - | - |
| BEKKI HARPER | Director | - | $0 | - | - |
| DIANA BRETTRAGER | Director | - | $0 | - | - |
| KYLE CONROY | Director | - | $0 | - | - |
| PHIL SOLINSKY | Director | - | $0 | - | - |
| TONI GONZALES | Director | - | $0 | - | - |
| JIM BENNETT | Director | - | $0 | - | - |
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $5,500 |
| Total Nondeductible Lobbying and Political Cost | $5,500 |
“DIRECTORY REVENUE 17,988”
“OFFICE EXPENSES 7,507”
“IT EXPENSES 3,286”
“TRAVEL EXPENSES 2,506”
“Conferences meetings 19,352”
“INSURANCE 2,135”
“UBI TAXES 335”
“AZ BUILDER FUND Beginning of year 9, End of year 0”
“OPPENHEIMER FUND Beginning of year 8,204, End of year 0”
“PAYROLL LIABILITIES Beginning of year 698, End of year 1,334”
“TAXES PAYABLE Beginning of year 0, End of year 285”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | PATRICIA A CHESEBROUGH |
| CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt | 0 | BENEFITS |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | PATTY CHEESEBROUGH |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4806616393 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 11655 N 109tTH ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SCOTTSDALE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 85259 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 11081 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 23773 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3558 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 6350 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 19294 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 23773 |
| IRS990EZ/GrossReceiptsAmt | 0 | 114507 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 79 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 86393 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 18596 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 22154 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 18596 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 22154 |
| 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 | 52500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 8002 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JULIE JAKUBEK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | UNDREA SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | PAUL FORD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BARRY A MCBRIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KENNY ZIEGLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | ADAM ROTH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | BEKKI HARPER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | DIANA BRETTRAGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | KYLE CONROY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | PHIL SOLINSKY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | TONI GONZALES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | JIM BENNETT |
| 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 | CEO |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | true |
| IRS990EZ/OrganizationHadUBIInd | 0 | true |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 8213 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 35121 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 17988 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | INSURANCE UNDERWRITERS ADVOCACY EDUCATION |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1089 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 10047 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | NAIFA PROVIDES CONTINUING EDUCATION THROUGH PROGRAMMING LEGISLATIVE ACTIVITY TO PROTECT MEMBERS INDUSTRY CONSUMER INTERESTS ANNUAL MEMBERSHIP DIRECTORY TO PROMOTE PROFESSIONAL IMAGE PROMOTE HIGH ETHICAL STANDARDS. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 68389 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 698 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1619 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 110949 |
| IRS990EZ/TotalRevenueAmt | 0 | 114507 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.naifa-az.org |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 8639 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | true |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 86393 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 5500 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 5500 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleC/TaxableAmt | 0 | -3139 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DIRECTORY REVENUE 17,988 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | OFFICE EXPENSES 7,507 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | IT EXPENSES 3,286 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TRAVEL EXPENSES 2,506 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CONFERENCES MEETINGS 19,352 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | INSURANCE 2,135 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | UBI TAXES 335 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | AZ BUILDER FUND Beginning of year 9, End of year 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | OPPENHEIMER FUND Beginning of year 8,204, End of year 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | PAYROLL LIABILITIES Beginning of year 698, End of year 1,334 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | TAXES PAYABLE Beginning of year 0, End of year 285 |
| 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 16, Other Expenses |
| 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 |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BARRY A MCBRIDE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-10-05 |
| 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 | E1B786D5B89D747D406C8E21771C68B6DB6C3FCE |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | AE85F118FF4DB139F5F4296939BFED2C27E5138B |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 68.231.37.97 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-10-05 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | MS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 18:10:27 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SECHLER MORGAN CPAS PLLC |
| 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 | 2020-10-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KRISTINA MORGAN CPA |
| ReturnHeader/ReturnTs | 0 | 2020-10-05T03:00:10-00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.