Civic Intelligence

Naifa - Scottsdale

990EZ • Fiscal year 2018 • EIN 86-6089448

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 16, 2018

Organization ProfileNAIFASCOTTSDALE.ORG
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

95th percentile

0.77x

Higher debt load relative to assets than 95% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

87th percentile

0.25x

Higher debt load relative to revenue than 87% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

54th percentile

4.0%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-28%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$12,935

Down $5,016 (-28%) from 2017

Net Assets

Up

$3,002

Up $1,588 (+112%) from 2017

Liabilities

Down

$9,933

Down $6,604 (-40%) from 2017

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin54th percentile

Revenue

Down

$40,083

Down $5,104 (-11%) from 2017

Expenses

Down

$38,495

Down $4,541 (-11%) from 2017

Net Income

Down

$1,588

Down $563 (-26%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

2018

Assets$12,935
Liabilities$9,933
Net Assets$3,002
Open 2018 Filing

Operations Trend

Revenue Growth26th percentile

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

2018

Revenue$40,083
Expenses$38,495
Net Income$1,588
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 16, 2018
Return Version
2017v2.2
Gross Receipts
$48,601
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-$34,173
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS SHULTZPresidentPT$0--
GAIL SAUERSSecretary/TreasurerPT$0--
ROBERT WERNECKENational CommitteepersonPT$0--
MICHAEL NITCHENImmediate Past PresidentPT$0--
SUE KURAJAPresident ElectPT$0--
MICHAEL MARKHAMDirectorPT$0--
KYLE CONROYDirectorPT$0--
DAVID NORGORDDirectorPT$0--
RICHELLE HOPKINSDirectorPT$0--
LISA MARTINDirectorPT$0--
MARY JANE FARRAssociation SupportPT$0--
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
Thomas Shultz
Title
President
Phone
6029088094
Signed
2018-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Marsha Brooks CPA PC
Address
8426 E Shea Blvd, Scottsdale, AZ 85260
Preparer
Marsha Brooks
Phone
4809915850
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“BANK SERVICE CHARGE 532.”

Form 990EZ, Part I, Line 16

“Continuing education & convention expense 795.”

Form 990EZ, Part I, Line 16

“DUES & LICENSES 573.”

Form 990EZ, Part I, Line 16

“INSURANCE 1359.”

Form 990EZ, Part I, Line 16

“MEMBER EVENTS 11482.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 71.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 1164.”

Form 990EZ, Part I, Line 16

“WEBSITE SERVICES 219.”

Form 990EZ, Part II, Line 24

“ACCOUNTS RECEIVABLE 300.”

Form 990EZ, Part II, Line 26

“ACCOUNTS PAYABLE”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06029088094
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4160
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0852614160
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017200
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012635
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01588
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020770
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017951
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012935
IRS990EZ/FundraisingGrossIncomeAmt013905
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt048601
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024311
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01414
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03002
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01414
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03002
IRS990EZ/OccupancyRentUtltsAndMaintAmt01017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1015.00
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS SHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GAIL SAUERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT WERNECKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL NITCHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUE KURAJA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL MARKHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KYLE CONROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVID NORGORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RICHELLE HOPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LISA MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARY 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/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10ASSOCIATION SUPPORT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0751
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0300
IRS990EZ/OtherExpensesTotalAmt016195
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0513
IRS990EZ/ProgramServiceRevenueAmt010384
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/ProgramServiceExpensesAmt034173
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08518
IRS990EZ/SpecialEventsNetIncomeLossAmt05387
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016537
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09933
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038495
IRS990EZ/TotalProgramServiceExpensesAmt034173
IRS990EZ/TotalRevenueAmt040083
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NAIFASCOTTSDALE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK SERVICE CHARGE 532.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONTINUING EDUCATION & CONVENTION EXPENSE 795.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES & LICENSES 573.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 1359.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBER EVENTS 11482.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS 71.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE SUPPLIES 1164.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE SERVICES 219.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACCOUNTS RECEIVABLE 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACCOUNTS PAYABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS SHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06029088094
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-16
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05934098B16B0CCA5551C497AA9B06265E55A5AD5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05934098B16B0CCA5551C497AA9B06265E55A5AD5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.210.242.82
ReturnHeader/FilingSecurityInformation/IPDt02018-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:51:51
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marsha Brooks CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08426 E Shea Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085260
ReturnHeader/PreparerPersonGrp/PhoneNum04809915850
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARSHA BROOKS
ReturnHeader/ReturnTs02018-10-31T16:51:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,935
Liabilities
$9,933
Net assets
$3,002
Revenue
$40,083
Expenses
$38,495
Net income
$1,588
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$12.9$9.93$3.00$40.1$38.5$1.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$16.5$1.41$45.2$43.0$2.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$6.36$0.74$41.2$42.4$1.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.14$5.49$3.65$30.3$37.5$7.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.6$10.8$10.8$34.1$36.6$2.53