Civic Intelligence

Naifa - Oregon

990EZ • Fiscal year 2015 • EIN 93-0518278

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 20, 2016

3340 Commercial Street SE Ste 210Salem, OR 97302

(503) 585-8254

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

45th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

38th percentile

-1.2%

Higher net margin than 38% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

42nd percentile

-0.8%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

42nd percentile

-2.0%

Faster revenue growth than 42% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$125,376

Down $1,062 (-0.8%) from 2014

Net Assets

Down

$125,376

Down $1,062 (-0.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$88,133

Down $1,789 (-2.0%) from 2014

Expenses

Down

$89,154

Down $11,702 (-12%) from 2014

Net Income

Up

-$1,021

Up $9,913 (+91%) from 2014

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

2015

Assets$125,376
Liabilities$0
Net Assets$125,376

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

2015

Revenue$88,133
Expenses$89,154
Net Income-$1,021
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 20, 2016
Return Version
2014v6.0
Gross Receipts
$88,133
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 493 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERRIE KELLYState President-$0--
SHERI WEBERState Pres-Elect/Member Chair-$0--
ERIC SVEN ANDERSONState Immediate Past President-$0--
DAVID VOORHIESState Secretary/Treasurer-$0--
DONALD NAUState National Committeeperson-$0--
CHRISTOPHER BOONEState Health Chair-$0--
PAUL HAGEMANNState Ifapac Chair-$0--
JODI NEWBYState Health Chair-$0--
DAVID WILLISState Apic Chair/Fed Legislators-$0--
MARY LOUISE VANNATTA-GAILExecutive Director-$0--
Political and Lobbying Activity
In-house lobbying only
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$22,907
Total Nondeductible Lobbying and Political Cost$22,907
Filing and Contact Details

Filer

Filer Name
Naifa - Oregon
EIN
93-0518278
Phone
5035858254
Address
3340 COMMERCIAL STREET SE STE 210, SALEM, OR 97302

Signing Officer

Name
Mary Louise Vannatta-gail
Title
Executive Director
Phone
5035858254
Signed
2016-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Grove Mueller & Swank Pc
Address
475 COTTAGE STREET NE SUITE 200, SALEM, OR 97301
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: 1,508. Description: royalties. Amount: 2,000. Total included on form 990-ez, line 4: 3,508.

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

Description: other income. Amount: 163.

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

Description: meeting and convention expense. Amount: 17,214. Description: insurance. Amount: 2,902. Description: lobby expense. Amount: 22,907. Description: taxes and fees. Amount: 50. Description: office expense. Amount: 2,939. Total to form 990-ez, line 16: 46,012.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized loss on investments. Amount: -41.

Raw XML Appendix161 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05035858254
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03340 COMMERCIAL STREET SE STE 210
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097302
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126438
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125376
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02350
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1021
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt041516
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0126438
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0125376
IRS990EZ/GrossReceiptsAmt088133
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03508
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt062319
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0126438
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125376
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0126438
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125376
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MERRIE KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERI WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIC SVEN ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID VOORHIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONALD NAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTOPHER BOONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAUL HAGEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JODI NEWBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAVID WILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MARY LOUISE VANNATTA-GAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0STATE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1STATE PRES-ELECT/MEMBER CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2STATE IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3STATE SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4STATE NATIONAL COMMITTEEPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5STATE HEALTH CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6STATE IFAPAC CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7STATE HEALTH CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8STATE APIC CHAIR/FED LEGISLATORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-41
IRS990EZ/OtherExpensesTotalAmt046012
IRS990EZ/OtherRevenueTotalAmt0163
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TRAIN AND PROMOTE STANDARDS IN INSURANCE INDUSTRY
IRS990EZ/PrintingPublicationsPostageAmt01626
IRS990EZ/ProgramServiceRevenueAmt019793
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NAIFA OREGON PROVIDES INDUSTRY RESOURCE INFORMATION, EDUCATION AND PROFESSIONAL DEVELOPMENT TO 493 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd01
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt089154
IRS990EZ/TotalRevenueAmt088133
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NAIFAOREGON.ORG
IRS990ScheduleC/AggregateReportedDuesNtcAmt057523
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/DuesAssessmentsAmt062319
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt022907
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt022907
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleC/TaxableAmt0-34616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,508. DESCRIPTION: ROYALTIES. AMOUNT: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,508.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 163.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEETING AND CONVENTION EXPENSE. AMOUNT: 17,214. DESCRIPTION: INSURANCE. AMOUNT: 2,902. DESCRIPTION: LOBBY EXPENSE. AMOUNT: 22,907. DESCRIPTION: TAXES AND FEES. AMOUNT: 50. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,939. TOTAL TO FORM 990-EZ, LINE 16: 46,012.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS. AMOUNT: -41.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY LOUISE VANNATTA-GAIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05035858254
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIFA - OREGON
ReturnHeader/Filer/BusinessNameControlTxt0NAIF
ReturnHeader/Filer/EIN0930518278
ReturnHeader/Filer/PhoneNum05035858254
ReturnHeader/Filer/USAddress/AddressLine1Txt03340 COMMERCIAL STREET SE STE 210
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930874157
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROVE MUELLER & SWANK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 COTTAGE STREET NE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097301
ReturnHeader/PreparerPersonGrp/PhoneNum05035817788
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D HAWKINS JD CPA
ReturnHeader/ReturnTs02016-02-09T11:36:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings