NAIFA - Colorado
Nonprofit profile at a glance
- EIN
- 840564639
- IRS 990-EZ coverage
- 2014–2022
- Forms available
- Form 990-EZ 2022
- Location
- Aurora, CO, USA
- Phone
- 7205151512
- Rating confidence
- Limited
Reported finances
- Revenue
- $168,754
- Expenses
- $156,042
- Assets
- $130,090
- Liabilities
- $14,572
Source: IRS Form 990-EZ. Selected filing: tax year 2022. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Joeseph Giulitto (President)
- Ava Chappell (Executive Director)
People named in this filing
- Joeseph Giulitto (President)
- M Susan Ondack (Immediate Past Pres)
- Rice E Brown CLU ChFC MSFS (Treasurer)
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 2022. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
See Schedule O
What it reported doing in 2022
To serve insurance and financial advisors as an information resource, to promote ethical conduct, to enhance our professional skills and public image, and support our local chapter and affiliates.
Operating model
- Revenue model
- Membership-supported. 60% of the money available for current operations came from membership dues.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 50
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 7.5%; rating input score 53; 53rd percentile among comparable filings
- Total-asset coverage ratio: 0.83; rating input score 51; 51st percentile among comparable filings
- Liabilities to assets ratio: 0.11; rating input score 25; 25th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 64; 64th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 6.1% per year; rating input score 100; 56th percentile among comparable filings
- Asset growth: 10.9% per year; rating input score 100; 60th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 6 filing years from 2014 to 2022
- 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 — Sustainability: Operating margin scored 53/100.
- Review — Sustainability: Total-asset coverage ratio scored 51/100.
- High — Sustainability: Liabilities to assets ratio scored 25/100.