Civic Intelligence

Naifa - Scottsdale

990EZ • Fiscal year 2016 • EIN 86-6089448

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 11, 2016

PO Box 4160Scottsdale, AZ 85261-4160

(602) 908-8094

Siviq Scores

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

Liabilities / Assets

97th percentile

1.13x

Higher debt load relative to assets than 97% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.15x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

35th percentile

-2.8%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

20th percentile

-15%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2016

Revenue Growth

70th percentile

11%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2016

Assets

Down

$5,627

Down $3,513 (-38%) from 2013

Net Assets

Down

-$737

Down $4,391 (-120%) from 2013

Liabilities

Up

$6,364

Up $878 (+16%) from 2013

Revenue

Up

$41,240

Up $10,936 (+36%) from 2013

Expenses

Up

$42,384

Up $4,916 (+13%) from 2013

Net Income

Up

-$1,144

Up $6,020 (+84%) from 2013

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0-$10KAssets 2012: $21,583Liabilities 2012: $10,765Net Assets 2012: $10,8182012Assets 2013: $9,140Liabilities 2013: $5,486Net Assets 2013: $3,6542013Assets 2016: $5,627Liabilities 2016: $6,364Net Assets 2016: -$7372016Assets 2017: $17,951Liabilities 2017: $16,537Net Assets 2017: $1,4142017Assets 2018: $12,935Liabilities 2018: $9,933Net Assets 2018: $3,0022018

Highlighted filing

2016

Assets$5,627
Liabilities$6,364
Net Assets-$737

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $34,084Expenses 2012: $36,615Net Income 2012: -$2,5312012Revenue 2013: $30,304Expenses 2013: $37,468Net Income 2013: -$7,1642013Revenue 2016: $41,240Expenses 2016: $42,384Net Income 2016: -$1,1442016Revenue 2017: $45,187Expenses 2017: $43,036Net Income 2017: $2,1512017Revenue 2018: $40,083Expenses 2018: $38,495Net Income 2018: $1,5882018

Highlighted filing

2016

Revenue$41,240
Expenses$42,384
Net Income-$1,144
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$57,904
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
ORGANIZATION PROVIDES MONTHLY EDUCATIONAL MEETINGS FOR MEMBERS, ENABLING MEMBERS TO MAINTAIN LEVEL OF EXPERTISE IN LIFE INSURANCE AND FINANCIAL PLANNING SO THAT THEY CAN BETTER HELP THEIR CLIENTS. THE ORGANIZATION ALSO SUPPORTS STATE AND NATIONAL ASSNS-$37,683
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICTOR YATESPresidentPT$0--
REGINA R HOLMESSecretary/TreasurerPT$0--
MICHAEL E MARKHAMNational CommitteepersonPT$0--
BARRY A COOKImmediate Past PresidentPT$0--
MICHAEL L NITCHENPresident ElectPT$0--
JODI FORDDirectorPT$0--
SUE KURAJADirectorPT$0--
THOMAS SHULTZDirectorPT$0--
MICHAEL THOMASDirectorPT$0--
MARY JANE FARRAssociation SupportPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$24,589$24,489$3,378$21,111
Total Events$24,589$24,489$16,664$7,825
Filing and Contact Details

Filer

Filer Name
Naifa - Scottsdale
EIN
86-6089448
Phone
6029088094
Address
PO BOX 4160, SCOTTSDALE, AZ 85261-4160

Signing Officer

Name
Victor Yates
Title
President
Phone
6029088094
Signed
2016-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Marsha Brooks CPA PC
Address
6002 E Thunderbird Rd, Scottsdale, AZ 85254-3861
Preparer
Marsha Brooks
Phone
4809915850
Supplemental Narrative

Additional Explanations

Pt V, Line 34

In june 2016, the bylaws were changed to comply with the national association bylaw model. Changes included -

Pt V, Line 34

Increase to 6 months from 3 months for membership termination due to member dues arrearages.

Pt V, Line 34

The association executive was removed from the list of officers

Pt V, Line 34

The term of the national committee person was changed to coincide with all other officers and directors

Pt V, Line 34

Changed minimum number of directors to 5 from 6

Pt V, Line 34

Added health as a standing committee

Pt V, Line 34

Added section for the duties of standing committees

Form 990EZ, Part I, Line 16

BANK SERVICE CHARGE 822.

Form 990EZ, Part I, Line 16

Continuing education & convention expense 929.

Form 990EZ, Part I, Line 16

DUES & LICENSES 577.

Form 990EZ, Part I, Line 16

INSURANCE 1736.

Form 990EZ, Part I, Line 16

MEETING EXPENSE 10298.

Form 990EZ, Part I, Line 16

MISCELLANEOUS 571.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 486.

Form 990EZ, Part I, Line 16

TELEPHONE 976.

Form 990EZ, Part I, Line 16

WEBSITE SERVICES 1279.

Form 990EZ, Part II, Line 24

ACCOUNTS RECEIVABLE

Form 990EZ, Part II, Line 26

ACCOUNTS PAYABLE

Raw XML Appendix187 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum06029088094
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4160
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0852614160
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06537
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05627
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IRS990EZ/ExcessOrDeficitForYearAmt0-1144
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024755
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0407
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-737
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0407
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VICTOR YATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REGINA R HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL E MARKHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARRY A COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL L NITCHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JODI FORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUE KURAJA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7THOMAS SHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MARY JANE FARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2NATIONAL COMMITTEEPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ASSOCIATION SUPPORT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0170
IRS990EZ/OtherExpensesTotalAmt017674
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0626
IRS990EZ/ProgramServiceRevenueAmt06159
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION PROVIDES MONTHLY EDUCATIONAL MEETINGS FOR MEMBERS, ENABLING MEMBERS TO MAINTAIN LEVEL OF EXPERTISE IN LIFE INSURANCE AND FINANCIAL PLANNING SO THAT THEY CAN BETTER HELP THEIR CLIENTS. THE ORGANIZATION ALSO SUPPORTS STATE AND NATIONAL ASSNS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037683
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt016664
IRS990EZ/SpecialEventsNetIncomeLossAmt07925
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06300
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06364
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042384
IRS990EZ/TotalProgramServiceExpensesAmt037683
IRS990EZ/TotalRevenueAmt041240
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NAIFASCOTTSDALE.ORG
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0100
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0100
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016664
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024589
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024589
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024489
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07825
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01411
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01411
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03378
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03378
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011875
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011875
IRS990ScheduleG/IndividualWithBooksNm0MARY JANE FARR
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 4160
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0SCOTTSDALE
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd085261
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN JUNE 2016, THE BYLAWS WERE CHANGED TO COMPLY WITH THE NATIONAL ASSOCIATION BYLAW MODEL. CHANGES INCLUDED -
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCREASE TO 6 MONTHS FROM 3 MONTHS FOR MEMBERSHIP TERMINATION DUE TO MEMBER DUES ARREARAGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ASSOCIATION EXECUTIVE WAS REMOVED FROM THE LIST OF OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TERM OF THE NATIONAL COMMITTEE PERSON WAS CHANGED TO COINCIDE WITH ALL OTHER OFFICERS AND DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGED MINIMUM NUMBER OF DIRECTORS TO 5 FROM 6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADDED HEALTH AS A STANDING COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADDED SECTION FOR THE DUTIES OF STANDING COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK SERVICE CHARGE 822.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CONTINUING EDUCATION & CONVENTION EXPENSE 929.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUES & LICENSES 577.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INSURANCE 1736.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEETING EXPENSE 10298.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISCELLANEOUS 571.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13OFFICE SUPPLIES 486.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14TELEPHONE 976.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15WEBSITE SERVICES 1279.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACCOUNTS RECEIVABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17ACCOUNTS PAYABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt V, Line 34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt V, Line 34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt V, Line 34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt V, Line 34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt V, Line 34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt V, Line 34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTOR YATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06029088094
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA - SCOTTSDALE
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0866089448
ReturnHeader/Filer/PhoneNum06029088094
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4160
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0852614160
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marsha Brooks CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06002 E Thunderbird Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0852543861
ReturnHeader/PreparerPersonGrp/PhoneNum04809915850
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARSHA BROOKS
ReturnHeader/ReturnTs02016-09-21T21:05:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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