Naifa Greater Washington Dc

Nonprofit profile at a glance

EIN
530246898
IRS 990-EZ coverage
2011–2025
Forms available
Form 990-EZ 2025
Location
Cedar Falls, IA, USA
Phone
8447172858
Rating confidence
Limited

Reported finances

Revenue
$87,587
Expenses
$89,649
Assets
$184,459
Liabilities
$33,200

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • GAFFAR CHOWDHURY (PAST PRESIDENT)
  • NATHAN MOORE (PRESIDENT)
  • BRIAN MONEY (PRESIDENT ELECT)

People named in this filing

  • BRIAN HANEY (DIRECTOR)
  • ERIKA MARINO (DIRECTOR)
  • SARA MIKULSKY (DIRECTOR)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Empowering financial professionals and consumers through world-class advocacy and education.

What it reported doing in 2025

Naifa- greater Washington dc is a professional organization representing insurance and financial advisors throughout the Washington dc area. It is a chapter of the national association of insurance and financial advisors. Naifa-gwdc provides members with educational programming, networking opportunities, a newsletter, and keeps the membership informed on issues of interest to industry professionals. During the year, the organization provided in-house continuing education programs, updated newsletter published six times during the year, and provided professional leadership speakers to the general membership at the annual meeting.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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: 45
  • Growth: 20

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: -2.4%; rating input score 38; 38th percentile among comparable filings
  • Total-asset coverage ratio: 2.06; rating input score 66; 66th percentile among comparable filings
  • Liabilities to assets ratio: 0.18; rating input score 12; 12th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -4.8% per year; rating input score 0; 34th percentile among comparable filings
  • Asset growth: 6.8% per year; rating input score 100; 62nd percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 14 filing years from 2011 to 2025
  • 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.

  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 38/100.
  • High — Sustainability: Liabilities to assets ratio scored 12/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.