Civic Intelligence

National Assoc of Ins and Financial Advisors of Washington Inc

990 • Fiscal year 2014 • EIN 91-0716063

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 15, 2014

Organization ProfileWWW.NAIFAWASHINGTON.ORG

View Organization Page

7717 50th Ave SE98513-4638

(360) 350-0521

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

62nd percentile

7.4%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

80th percentile

$34,900

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

63rd percentile

9.9%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

58th percentile

5.5%

Faster revenue growth than 58% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$110,192

Up $9,896 (+9.9%) from 2013

Net Assets

Up

$110,192

Up $9,896 (+9.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin62nd percentile

Revenue

Up

$133,879

Up $6,942 (+5.5%) from 2013

Expenses

Down

$123,983

Down $9,571 (-7.2%) from 2013

Net Income

Up

$9,896

Up $16,513 (+250%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $89,300Liabilities 2011: $0Net Assets 2011: $89,3002011Assets 2012: $98,720Liabilities 2012: $0Net Assets 2012: $98,7202012Assets 2013: $100,296Liabilities 2013: $0Net Assets 2013: $100,2962013Assets 2014: $110,192Liabilities 2014: $0Net Assets 2014: $110,1922014Assets 2015: $108,485Liabilities 2015: $0Net Assets 2015: $108,4852015Assets 2016: $110,818Liabilities 2016: $0Net Assets 2016: $110,8182016Assets 2017: $110,635Liabilities 2017: $0Net Assets 2017: $110,6352017Assets 2018: $102,371Liabilities 2018: $0Net Assets 2018: $102,3712018Assets 2019: $133,343Liabilities 2019: $0Net Assets 2019: $133,3432019Assets 2020: $162,509Liabilities 2020: $0Net Assets 2020: $162,5092020Assets 2021: $168,148Liabilities 2021: $1,327Net Assets 2021: $166,8212021Assets 2022: $199,427Liabilities 2022: $1,200Net Assets 2022: $198,2272022Assets 2023: $179,064Liabilities 2023: $762Net Assets 2023: $178,3022023Assets 2024: $241,776Liabilities 2024: $992Net Assets 2024: $240,7842024Assets 2025: $340,202Liabilities 2025: $0Net Assets 2025: $340,2022025

Highlighted filing

2014

Assets$110,192
Liabilities$0
Net Assets$110,192
Open 2014 Filing

Operations Trend

Revenue Growth58th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $129,8442011Expenses 2012: $129,5312012Revenue 2013: $126,937Expenses 2013: $133,554Net Income 2013: -$6,6172013Revenue 2014: $133,879Expenses 2014: $123,983Net Income 2014: $9,8962014Revenue 2015: $122,852Expenses 2015: $124,559Net Income 2015: -$1,7072015Revenue 2016: $87,154Expenses 2016: $84,821Net Income 2016: $2,3332016Revenue 2017: $90,932Expenses 2017: $91,115Net Income 2017: -$1832017Revenue 2018: $72,985Expenses 2018: $81,249Net Income 2018: -$8,2642018Revenue 2019: $141,661Expenses 2019: $112,395Net Income 2019: $29,2662019Revenue 2020: $116,126Expenses 2020: $86,960Net Income 2020: $29,1662020Revenue 2021: $96,683Expenses 2021: $92,371Net Income 2021: $4,3122021Revenue 2022: $139,585Expenses 2022: $108,179Net Income 2022: $31,4062022Revenue 2023: $96,853Expenses 2023: $116,778Net Income 2023: -$19,9252023Revenue 2024: $178,996Expenses 2024: $116,514Net Income 2024: $62,4822024Revenue 2025: $231,314Expenses 2025: $131,896Net Income 2025: $99,4182025

Highlighted filing

2014

Revenue$133,879
Expenses$123,983
Net Income$9,896
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 15, 2014
Return Version
2013v3.1
Gross Receipts
$133,879
Mission and Program Overview

Mission

To promote the adoption and application of high standards of ethical conduct in the profession of life underwriting; to promote and offer education in the profession of life insurance; and to advance public knowledge of legal reserve life insurance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$100,296$110,192▲ $9,896
Cash and Non-Interest-Bearing Accounts$15,393$9,778▼ $5,615
Savings and Temporary Cash Investments$13,253$5,007▼ $8,246
Total Assets$100,296$110,192▲ $9,896
Other Assets Total$71,650$95,407▲ $23,757
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$100,296$110,192▲ $9,896
Total Liabilities and Net Assets / Fund Balance$100,296$110,192▲ $9,896

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,685--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleBaseOtherTotal
Linda FoxAdministrator$24,900$10,000$34,900

Board Members and Trustees

NameTitle
Jeff KylePast President
Kevin GleimPresident
John B NicholsPresident Elect
Kay Mielke-crookshanksVice President
Michael StaebVice President
Neal KlokeVice President
Randy KimmVice President
Roger McdowellVice President
Sandra L PulsipherVice President
Alan R ZalewskiNational Comm
Scott FowlerSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$118,773
Investment Income
$15,106
Other Revenue
$0
Change in Net Assets
$9,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,806
Salaries, Compensation, and Employee Benefits$28,177
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Lobbying$35,575--$35,575
Other Expenses$32,808--$32,808
Other Salaries and Wages$26,272--$26,272
Conferences and Meetings$12,091--$12,091
Insurance$6,961--$6,961
Occupancy$3,276--$3,276
Payroll Taxes$1,905--$1,905
Fees for Services Accounting$1,899--$1,899
Advertising$1,638--$1,638
Office Expenses$1,558--$1,558
Total Functional Expenses$123,983$0$0$123,983
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$35,575
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The tax return was not reviewed by the governing body before filing”

Governing documents etc available to public Part VI line 19

“Governing documents are available to the public upon request”

Filing and Contact Details

Filer

EIN
91-0716063

Signing Officer

Name
Neal Kloke
Title
Vice President
Signed
2014-08-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Kevin Gleim
Formed
1950
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
45

Preparer

Preparer
Darrell Stewart
Phone
3607342935
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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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/PYRevenuesLessExpensesAmt038383
IRS990/PYSalariesCompEmpBnftPaidAmt0550
IRS990/PYTotalExpensesAmt088554
IRS990/PYTotalRevenueAmt0126937
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt09896
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0133879
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0100296
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0110192
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013253
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05007
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/PoliticalExpendituresAmt035575
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt087160
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt16562
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21685
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0KEY MAN POLICY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RETIREMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2LEGISLATIVE RESERVE
IRS990ScheduleD/TotalBookValueOtherAssetsAmt095407
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN WAS NOT REVIEWED BY THE GOVERNING BODY BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0100296
IRS990/TotalAssetsEOYAmt0110192
IRS990/TotalAssetsGrp/BOYAmt0100296
IRS990/TotalAssetsGrp/EOYAmt0110192
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0123983
IRS990/TotalFunctionalExpensesGrp/TotalAmt0123983
IRS990/TotalGrossUBIAmt04726
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0100296
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0110192
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt011494
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt011494
IRS990/TotalProgramServiceExpensesAmt0123983
IRS990/TotalProgramServiceRevenueAmt0118773
IRS990/TotalReportableCompFromOrgAmt024900
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0129153
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0133879
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt04726
IRS990/TotalVolunteersCnt045
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0100296
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0110192
IRS990/TotReportableCompRltdOrgAmt010000
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.NAIFAWASHINGTON.ORG
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0NEAL KLOKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10NATIONAL ASSOCIATION OF INSURANCE
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0910716063
ReturnHeader/Filer/USAddress/AddressLine107717 50TH AVE SE
ReturnHeader/Filer/USAddress/City0OLYMPIA
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode0985134638
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200586739
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DARRELL STEWART & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101135 ELLIS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Bellingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode098225
ReturnHeader/PreparerPersonGrp/PhoneNum03607342935
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARRELL STEWART
ReturnHeader/ReturnTs02014-09-08T15:47:23-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,192
Liabilities
$0
Net assets
$110,192
Revenue
$133,879
Expenses
$123,983
Net income
$9,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$2.31$1.32$0.99
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.01$2.41$1.79$1.17$0.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.01$1.78$0.97$1.17$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.01$1.98$1.40$1.08$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.01$1.67$0.97$0.92$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$1.16$0.87$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$1.42$1.12$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.73$0.81$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.91$0.91$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.87$0.85$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.23$1.25$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.34$1.24$0.10
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$1.27$1.34$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$1.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$1.30