Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.44x
Liabilities / Revenue
98th percentile
Higher debt load relative to revenue than 98% of similar nonprofits.
Net Margin
54th percentile
Higher net margin than 54% of similar nonprofits.
Top Officer Pay
71st percentile
Higher top officer pay than 71% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
98th percentile
Faster asset growth than 98% of similar nonprofits.
Revenue Growth
92nd percentile
Faster revenue growth than 92% of similar nonprofits.
Balance Sheet
Assets
Up$273,958
Up $183,570 (+203%) from 2018
Net Assets
Up$152,524
Up $62,136 (+69%) from 2018
Liabilities
Up$121,434
Up $121,434 from 2018
Revenue And Expenses
Revenue
Up$103,410
Up $33,311 (+48%) from 2018
Expenses
Up$99,106
Up $26,977 (+37%) from 2018
Net Income
Up$4,304
Up $6,334 (+312%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2019 to Dec 31, 2019
- Signed
- Oct 30, 2020
- Return Version
- 2019v5.1
- Gross Receipts
- $103,410
Mission and Program Overview
Mission
Train and promote standards in insurance industry
Program Services
| Description | Grants | Expenses |
|---|---|---|
| NAIFA OREGON PROVIDES INDUSTRY RESOURCE INFORMATION, EDUCATION AND PROFESSIONAL DEVELOPMENT TO 281 MEMBERS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JEFF ST CLAIR | President | - | $0 | - | - |
| TRAVIS DOUGHERTY | Vice President | - | $0 | - | - |
| MAI-HAN SHULTZ | President-Elect | - | $0 | - | - |
| SHERI WEBER | Past President | - | $0 | - | - |
| KYM HOUSLEY | Secretary/Treasurer | - | $0 | - | - |
| DON NAU | National Committee Person | - | $0 | - | - |
| TRACY BOSTER | Director At Large | - | $0 | - | - |
| KATHY COUNTRYMAN | Executive Director | - | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- No
Reported Spending and Taxes
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $27,996 |
| Total Nondeductible Lobbying and Political Cost | $27,996 |
Filing and Contact Details
Filer
- Filer Name
- Naifa - Oregon
- EIN
- 93-0518278
- Phone
- 5035858254
- Address
- 7420 SW GARDEN HOME RD, PORTLAND, OR 97223
Signing Officer
- Name
- Mai-han Schultz
- Title
- State President
- Phone
- 5035858254
- Signed
- 2020-10-30
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Grove Mueller & Swank Pc
- Address
- 475 COTTAGE STREET NE SUITE 200, SALEM, OR 97301
- Preparer
- Patricia M Morris CPA
- Phone
- 5035817788
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 3,091.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: reimbursed expenses. Amount: 1,290.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: various organizations. Amount given: 1,750.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: meeting and convention expense. Amount: 43,308. Description: lobby expense. Amount: 27,996. Description: taxes and fees. Amount: 50. Description: office expense. Amount: 9,848. Description: insurance. Amount: 1,754. Total to form 990-ez, line 16: 82,956.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized gain on investments. Amount: 5,911.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: due to local chapters. Beg. Of year amount: 0. End of year amount: 121,434.”
Raw XML Appendix163 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5035858254 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7420 SW GARDEN HOME RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PORTLAND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97223 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 142309 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 273958 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 10093 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4304 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 12274 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 142309 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 273958 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 731 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 1750 |
| IRS990EZ/GrossReceiptsAmt | 0 | 103410 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3091 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 61736 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 142309 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 152524 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 142309 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 152524 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JEFF ST CLAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TRAVIS DOUGHERTY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MAI-HAN SHULTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SHERI WEBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KYM HOUSLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | DON NAU |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | TRACY BOSTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | KATHY COUNTRYMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT-ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SECRETARY/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | NATIONAL COMMITTEE PERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | EXECUTIVE DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 5911 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 82956 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1290 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TRAIN AND PROMOTE STANDARDS IN INSURANCE INDUSTRY |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2126 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 26469 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | NAIFA OREGON PROVIDES INDUSTRY RESOURCE INFORMATION, EDUCATION AND PROFESSIONAL DEVELOPMENT TO 281 MEMBERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 731 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 1 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 121434 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 99106 |
| IRS990EZ/TotalRevenueAmt | 0 | 103410 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NAIFAOREGON.ORG |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 49456 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | 0 |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 61736 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 27996 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 27996 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | 0 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | 0 |
| IRS990ScheduleC/TaxableAmt | 0 | -21460 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 3,091. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: REIMBURSED EXPENSES. AMOUNT: 1,290. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS ORGANIZATIONS. AMOUNT GIVEN: 1,750. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: MEETING AND CONVENTION EXPENSE. AMOUNT: 43,308. DESCRIPTION: LOBBY EXPENSE. AMOUNT: 27,996. DESCRIPTION: TAXES AND FEES. AMOUNT: 50. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 9,848. DESCRIPTION: INSURANCE. AMOUNT: 1,754. TOTAL TO FORM 990-EZ, LINE 16: 82,956. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 5,911. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: DUE TO LOCAL CHAPTERS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 121,434. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MAI-HAN SCHULTZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | STATE PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5035858254 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-10-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NAIFA - OREGON |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAIF |
| ReturnHeader/Filer/EIN | 0 | 930518278 |
| ReturnHeader/Filer/PhoneNum | 0 | 5035858254 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7420 SW GARDEN HOME RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PORTLAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97223 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 94B3E34F2C71D78F6F21BD2F3338B32A51E09CD2 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 65.144.0.202 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-10-30 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 11:40:56 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 930874157 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | GROVE MUELLER & SWANK PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 475 COTTAGE STREET NE SUITE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SALEM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 97301 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5035817788 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | PATRICIA M MORRIS CPA |
| ReturnHeader/ReturnTs | 0 | 2020-11-13T16:45:50-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $273,958
- Liabilities
- $121,434
- Net assets
- $152,524
- Revenue
- $103,410
- Expenses
- $99,106
- Net income
- $4,304