Civic Intelligence

Naifa - Oregon

990EZ • Fiscal year 2014 • EIN 93-0518278

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 28, 2015

PO Box 288197308

(503) 585-8254

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

18th percentile

-12%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

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

Asset Growth

28th percentile

-8.0%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

75th percentile

16%

Faster revenue growth than 75% of similar nonprofits.

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

Assets

Down

$126,438

Down $10,934 (-8.0%) from 2013

Net Assets

$126,438

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$89,922

Up $12,342 (+16%) from 2013

Expenses

Up

$100,856

Up $11,151 (+12%) from 2013

Net Income

Up

-$10,934

Up $1,191 (+9.8%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $149,497Liabilities 2012: $02012Assets 2013: $137,372Liabilities 2013: $02013Assets 2014: $126,438Liabilities 2014: $0Net Assets 2014: $126,4382014Assets 2015: $125,376Liabilities 2015: $0Net Assets 2015: $125,3762015Assets 2016: $100,279Liabilities 2016: $0Net Assets 2016: $100,2792016Assets 2017: $91,228Liabilities 2017: $0Net Assets 2017: $91,2282017Assets 2018: $90,388Liabilities 2018: $0Net Assets 2018: $90,3882018Assets 2019: $273,958Liabilities 2019: $121,434Net Assets 2019: $152,5242019Assets 2020: $301,002Liabilities 2020: $134,431Net Assets 2020: $166,5712020Assets 2021: $305,343Liabilities 2021: $139,875Net Assets 2021: $165,4682021Assets 2022: $248,400Liabilities 2022: $139,519Net Assets 2022: $108,8812022Assets 2023: $242,986Liabilities 2023: $139,519Net Assets 2023: $103,4672023Assets 2024: $260,762Liabilities 2024: $139,519Net Assets 2024: $121,2432024

Highlighted filing

2014

Assets$126,438
Liabilities$0
Net Assets$126,438

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $82,452Expenses 2012: $80,013Net Income 2012: $2,4392012Revenue 2013: $77,580Expenses 2013: $89,705Net Income 2013: -$12,1252013Revenue 2014: $89,922Expenses 2014: $100,856Net Income 2014: -$10,9342014Revenue 2015: $88,133Expenses 2015: $89,154Net Income 2015: -$1,0212015Revenue 2016: $127,694Expenses 2016: $153,501Net Income 2016: -$25,8072016Revenue 2017: $80,710Expenses 2017: $89,071Net Income 2017: -$8,3612017Revenue 2018: $70,099Expenses 2018: $72,129Net Income 2018: -$2,0302018Revenue 2019: $103,410Expenses 2019: $99,106Net Income 2019: $4,3042019Revenue 2020: $78,412Expenses 2020: $70,914Net Income 2020: $7,4982020Revenue 2021: $67,569Expenses 2021: $73,976Net Income 2021: -$6,4072021Revenue 2022: $62,260Expenses 2022: $87,075Net Income 2022: -$24,8152022Revenue 2023: $57,145Expenses 2023: $84,112Net Income 2023: -$26,9672023Revenue 2024: $52,748Expenses 2024: $70,358Net Income 2024: -$17,6102024

Highlighted filing

2014

Revenue$89,922
Expenses$100,856
Net Income-$10,934
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 28, 2015
Return Version
2013v4.0
Gross Receipts
$89,922
Mission and Program Overview

Mission

Train and promote standards in insurance industry

Program Services

DescriptionGrantsExpenses
NAIFA OREGON PROVIDES INDUSTRY RESOURCE INFORMATION, EDUCATION AND PROFESSIONAL DEVELOPMENT TO 450 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC SVEN ANDERSONPresident-$0--
DAVID RICHERTPresident-Elect-$0--
LISA LETTENMAIERImmediate Past President-$0--
SHERI WEBERVice President-$0--
KEVIN CORCORANSecretary/Treasurer-$0--
RICH PETERSONNational Committeeperson-$0--
THIPPAYAPHORN SUKHEENAIBoard Member-$0--
JUDITH CRAWFORDBoard Member-$0--
PAUL HAGEMANNBoard Member-$0--
DAVID WILSONBoard Member-$0--
ISAAC SAMSABoard Member-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$27,039
Total Nondeductible Lobbying and Political Cost$27,039
Filing and Contact Details

Filer

EIN
93-0518278
Phone
5035858254

Signing Officer

Name
Merrie Kelly
Title
President
Phone
5035858254
Signed
2015-04-28
Discuss with paid preparer
Yes

Preparer

Preparer
John D Hawkins Jd CPA
Phone
5035817788
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1,592. Description: royalties. Amount: 2,565. Total included on form 990-ez, line 4: 4,157.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: insurance refunds. Amount: 600. Description: other income. Amount: 129. Total to form 990-ez, line 8: 729.

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

Description: meeting and convention expense. Amount: 20,232. Description: d&o insurance. Amount: 888. Description: lobby expense. Amount: 27,039. Description: taxes and fees. Amount: 50. Description: office expense. Amount: 38. Total to form 990-ez, line 16: 48,247.

Raw XML Appendix165 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/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum05035858254
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 2881
IRS990EZ/BooksInCareOfDetail/USAddress/City0SALEM
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode097308
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0137372
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0126438
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC SVEN ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID RICHERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA LETTENMAIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERI WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEVIN CORCORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICH PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6THIPPAYAPHORN SUKHEENAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JUDITH CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAUL HAGEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DAVID WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ISAAC SAMSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5NATIONAL COMMITTEEPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt048247
IRS990EZ/OtherRevenueTotalAmt0729
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TRAIN AND PROMOTE STANDARDS IN INSURANCE INDUSTRY
IRS990EZ/PrintingPublicationsPostageAmt0681
IRS990EZ/ProgramServiceRevenueAmt018944
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NAIFA OREGON PROVIDES INDUSTRY RESOURCE INFORMATION, EDUCATION AND PROFESSIONAL DEVELOPMENT TO 450 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd01
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0100856
IRS990EZ/TotalRevenueAmt089922
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NAIFAOREGON.ORG
IRS990ScheduleC/AggregateReportedDuesNtcAmt054674
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt061683
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt027039
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt027039
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-27635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,592. DESCRIPTION: ROYALTIES. AMOUNT: 2,565. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,157.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE REFUNDS. AMOUNT: 600. DESCRIPTION: OTHER INCOME. AMOUNT: 129. TOTAL TO FORM 990-EZ, LINE 8: 729.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEETING AND CONVENTION EXPENSE. AMOUNT: 20,232. DESCRIPTION: D&O INSURANCE. AMOUNT: 888. DESCRIPTION: LOBBY EXPENSE. AMOUNT: 27,039. DESCRIPTION: TAXES AND FEES. AMOUNT: 50. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 38. TOTAL TO FORM 990-EZ, LINE 16: 48,247.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MERRIE KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05035858254
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10NAIFA - OREGON
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0930518278
ReturnHeader/Filer/PhoneNum05035858254
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2881
ReturnHeader/Filer/USAddress/City0SALEM
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097308
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930874157
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GROVE MUELLER & SWANK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10475 COTTAGE STREET NE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097301
ReturnHeader/PreparerPersonGrp/PhoneNum05035817788
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D HAWKINS JD CPA
ReturnHeader/ReturnTs02015-05-13T10:24:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings