IFCA Finance Network
Legal name: Insurance & Financial Communicators Association
Nonprofit profile at a glance
- EIN
- 131941453
- IRS 990-EZ coverage
- 2009–2015
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990-EZ 2015
- Location
- Bethesda, MD, USA
- Phone
- 4146657077
- Rating
- 74
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Media, Communications Organizations
Reported finances
- Revenue
- $90,089
- Expenses
- $174,690
- Assets
- $24,895
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2015. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- JAIMEE NILES (PRESIDENT)
- LAURIE SWINTON (PAST-PRESIDENT)
- RALPH CHAUMP (VICE PRESIDENT)
People named in this filing
- JAIMEE NILES (PRESIDENT)
- LAURIE SWINTON (PAST-PRESIDENT)
- RALPH CHAUMP (VICE PRESIDENT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide educational financial content to help individuals achieve financial stability and make informed decisions.
What it reported doing in 2015
To encourage and promote exhange of experience and ideas among its members thorugh an extensive program of formal schools, workshops, seminars, newsletters, research studies, networking, awards competition and three day annual meeting.
Operating model
- Revenue model
- Earned-program. 76% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of total spending goes to programs and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 79
- Transparency & Controls: 82
- Sustainability: 22
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 97.4%; rating input score 97
- Program expense ratio: 50.2%; rating input score 50
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -93.9%; rating input score 7; 7th percentile among comparable filings
- Total-asset coverage ratio: 0.14; rating input score 12; 12th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 75; 75th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -4.8% per year; rating input score 0; 40th percentile among comparable filings
- Asset growth: 3.1% per year; rating input score 100; 54th percentile among comparable filings
Details
- What they do: Mission, programs, and operating context captured from the official website.
- Where the money goes: 97.4% of revenue deployed · 50.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $88K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 1 filed schedules
- Filing history: 7 filing years from 2009 to 2015
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Program expense ratio scored 50/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 7/100.
- High — Sustainability: Total-asset coverage ratio scored 12/100.
- Review — Sustainability: Officer compensation ratio scored 57/100.