Civic Intelligence

Naifa Arizona

990EZ • Fiscal year 2022 • EIN 86-6051127

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 05, 2023

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

62nd percentile

0.03x

Higher debt load relative to assets than 62% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

88th percentile

$57,325

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 64.6% of source-year revenue.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

15th percentile

-25%

Faster asset growth than 15% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$37,400

Down $12,317 (-25%) from 2021

Net Assets

Down

$36,296

Down $12,313 (-25%) from 2021

Liabilities

Down

$1,104

Down $4 (-0.4%) from 2021

Revenue

Down

$88,791

Down $34,295 (-28%) from 2021

Expenses

Up

$101,104

Up $4,286 (+4.4%) from 2021

Net Income

Down

-$12,313

Down $38,581 (-147%) from 2021

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

2022

Assets$37,400
Liabilities$1,104
Net Assets$36,296

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

2022

Revenue$88,791
Expenses$101,104
Net Income-$12,313
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 5, 2023
Return Version
2022v5.0
Gross Receipts
$88,791
Mission and Program Overview

Mission

Insurance underwriters advocacy education

Program Services

DescriptionGrantsExpenses
WE KICKED OFF THE YEAR WITH OUR SUPPORT IN THE COMMUNITY ASSISTING FAMILY HOUSING RESOURCES. FHR WORKS TO CREATE LASTING SOLUTIONS TO HELP INDIVIDUALS AND FAMILIES--CONTINUED ON SCH O--
OUR BACK-TO-SCHOOL BACKPACK DRIVE WAS A HUGE SUCCESS BRINGING MORE THAN 80 BACKPACKS AND FIVE TIMES THAT NUMBER OF OTHER SUPPLIES. PENCILS, ERASERS, NOTEBOOKS, BINDERS, REUSABLE WATER BOTTLES, ETC.--CONTINUED ON SCH O--
ARIZONA 2022 CAPITOL HILL DAY CANCELLED, ONCE AGAIN, DUE TO COVID. HOWEVER, MET IN-PERSON WITH FEDERAL LEGISLATORS TWICE, DURING THE NAIFA CONGRESSIONAL CONFERENCE LEADERSHIP CONFERENCE--CONTINUED ON SCH O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA A CHESEBROUGHExecutive Vice PresidentFT$48,290$9,035$57,325
UNDREA SMITHPresident-$0--
ADAM ROTHVice President-$0--
BARRY A MCBRIDENational Committee Chair-$0--
KENNY ZIEGLERSecretary/Treasurer-$0--
JULIE JAKUBEKImmediate Past President-$0--
DIANA BRETTRAGERDirector-$0--
BEKKI HARPERDirector-$0--
KAYLA HAASDirector-$0--
CONNIE MCADAMSDirector-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$5,000
Total Nondeductible Lobbying and Political Cost$5,000
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
Undrea Smith
Title
President
Phone
4806616393
Signed
2023-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Sechler Morgan Cpas Pllc
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 17,128

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

OFFICE EXPENSES 7,701

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

IT EXPENSES 4,991

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

Conferences meetings 8,345

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

INSURANCE 2,207

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

TAX EXPENSE 559

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

PREPAID EXPENSES Beginning of year 0, End of year 559

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

ACCOUNTS RECEIVABLE Beginning of year 8,713, End of year 0

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

ERTC RECEIVABLE Beginning of year 14,000, End of year 0

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

PAYROLL LIABILITIES Beginning of year 1,108, End of year 1,104

Form 990-EZ, Part III, Line 28

Reach financial freedom through housing support, education, and partnership. Naifa members taught financial literacy classes and mentored attendees with 3,1 hour follow up sessions. Our spring event was a collaborative endeavor with fairway mortgage to support soles 4 souls. S4s supplies shoes to underprivileged children. Naifa and fairway contributors supplied 141 pairs of boots and shoes

Form 990-EZ, Part III, Line 29

The ce rose charter school staff and student body were thrilled we are very proud of our members and partner organizations for their outstanding responses to these programs.

Form 990-EZ, Part III, Line 30

In washington, d.c. Attended fundraisers in arizona and met with congressman david schweikert and congresswoman debbie lesko. Began planning for 2023 arizona capitol hill day - february 8,2023. 2022 campaign focused on outreach to mdrt members and agency leaders. Recognized new members during in-person programs. Worked on developing key contacts for agency membership recruitment. Naifa-arizona ended the year in total members ahead of the begin year count developed membership plan for 2023 with expanded committee base.

Raw XML Appendix171 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/OfficerDirectorTrusteeEmplGrp/PersonNm0UNDREA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ADAM ROTH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KENNY ZIEGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIE JAKUBEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DIANA BRETTRAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BEKKI HARPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KAYLA HAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CONNIE MCADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PATRICIA A CHESEBROUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2NATIONAL COMMITTEE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE KICKED OFF THE YEAR WITH OUR SUPPORT IN THE COMMUNITY ASSISTING FAMILY HOUSING RESOURCES. FHR WORKS TO CREATE LASTING SOLUTIONS TO HELP INDIVIDUALS AND FAMILIES--CONTINUED ON SCH O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OUR BACK-TO-SCHOOL BACKPACK DRIVE WAS A HUGE SUCCESS BRINGING MORE THAN 80 BACKPACKS AND FIVE TIMES THAT NUMBER OF OTHER SUPPLIES. PENCILS, ERASERS, NOTEBOOKS, BINDERS, REUSABLE WATER BOTTLES, ETC.--CONTINUED ON SCH O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ARIZONA 2022 CAPITOL HILL DAY CANCELLED, ONCE AGAIN, DUE TO COVID. HOWEVER, MET IN-PERSON WITH FEDERAL LEGISLATORS TWICE, DURING THE NAIFA CONGRESSIONAL CONFERENCE LEADERSHIP CONFERENCE--CONTINUED ON SCH O
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORY 17,128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE EXPENSES 7,701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IT EXPENSES 4,991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCES MEETINGS 8,345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 2,207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAX EXPENSE 559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PREPAID EXPENSES Beginning of year 0, End of year 559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACCOUNTS RECEIVABLE Beginning of year 8,713, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ERTC RECEIVABLE Beginning of year 14,000, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PAYROLL LIABILITIES Beginning of year 1,108, End of year 1,104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10REACH FINANCIAL FREEDOM THROUGH HOUSING SUPPORT, EDUCATION, AND PARTNERSHIP. NAIFA MEMBERS TAUGHT FINANCIAL LITERACY CLASSES AND MENTORED ATTENDEES WITH 3,1 HOUR FOLLOW UP SESSIONS. OUR SPRING EVENT WAS A COLLABORATIVE ENDEAVOR WITH FAIRWAY MORTGAGE TO SUPPORT SOLES 4 SOULS. S4S SUPPLIES SHOES TO UNDERPRIVILEGED CHILDREN. NAIFA AND FAIRWAY CONTRIBUTORS SUPPLIED 141 PAIRS OF BOOTS AND SHOES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11THE CE ROSE CHARTER SCHOOL STAFF AND STUDENT BODY WERE THRILLED WE ARE VERY PROUD OF OUR MEMBERS AND PARTNER ORGANIZATIONS FOR THEIR OUTSTANDING RESPONSES TO THESE PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12IN WASHINGTON, D.C. ATTENDED FUNDRAISERS IN ARIZONA AND MET WITH CONGRESSMAN DAVID SCHWEIKERT AND CONGRESSWOMAN DEBBIE LESKO. BEGAN PLANNING FOR 2023 ARIZONA CAPITOL HILL DAY - FEBRUARY 8,2023. 2022 CAMPAIGN FOCUSED ON OUTREACH TO MDRT MEMBERS AND AGENCY LEADERS. RECOGNIZED NEW MEMBERS DURING IN-PERSON PROGRAMS. WORKED ON DEVELOPING KEY CONTACTS FOR AGENCY MEMBERSHIP RECRUITMENT. NAIFA-ARIZONA ENDED THE YEAR IN TOTAL MEMBERS AHEAD OF THE BEGIN YEAR COUNT DEVELOPED MEMBERSHIP PLAN FOR 2023 WITH EXPANDED COMMITTEE BASE.
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 II, Line 24, Other 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 III, Line 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part III, Line 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part III, Line 30
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ReturnHeader/BusinessOfficerGrp/PhoneNum04806616393
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ReturnHeader/Filer/PhoneNum04806616393
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822851604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
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ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02023-06-05T02:08:07-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0UNDREA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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