Civic Intelligence

Independent Insurance Agents Association of Suffolk County Inc

990EZ • Fiscal year 2020 • EIN 11-2433678

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 13, 2021

Organization ProfileSUFFOLKAGENTS.COM
6 Michelle DriveShoreham, NY 11786

(631) 901-2266

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-62%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-79%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$81,410

Down $14,522 (-15%) from 2019

Net Assets

Down

$81,077

Down $14,375 (-15%) from 2019

Liabilities

Down

$333

Down $147 (-31%) from 2019

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin9th percentile

Revenue

Down

$23,147

Down $85,240 (-79%) from 2019

Expenses

Down

$37,522

Down $99,798 (-73%) from 2019

Net Income

Up

-$14,375

Up $14,558 (+50%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $52,837Liabilities 2011: $0Net Assets 2011: $52,8372011Assets 2012: $48,661Liabilities 2012: $0Net Assets 2012: $48,6612012Assets 2013: $59,243Liabilities 2013: $0Net Assets 2013: $59,2432013Assets 2014: $64,938Liabilities 2014: $0Net Assets 2014: $64,9382014Assets 2015: $67,757Liabilities 2015: $61,265Net Assets 2015: $6,4922015Assets 2016: $108,011Liabilities 2016: $161Net Assets 2016: $107,8502016Assets 2017: $121,934Liabilities 2017: $0Net Assets 2017: $121,9342017Assets 2018: $125,134Liabilities 2018: $749Net Assets 2018: $124,3852018Assets 2019: $95,932Liabilities 2019: $480Net Assets 2019: $95,4522019Assets 2020: $81,410Liabilities 2020: $333Net Assets 2020: $81,0772020Assets 2021: $86,057Liabilities 2021: $87Net Assets 2021: $85,9702021Assets 2022: $100,186Liabilities 2022: $0Net Assets 2022: $100,1862022Assets 2023: $120,505Liabilities 2023: $0Net Assets 2023: $120,5052023Assets 2024: $126,553Liabilities 2024: $0Net Assets 2024: $126,5532024Assets 2025: $97,605Liabilities 2025: $183Net Assets 2025: $97,4222025

Highlighted filing

2020

Assets$81,410
Liabilities$333
Net Assets$81,077
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2011: $62,1832011Revenue 2012: $81,569Expenses 2012: $85,746Net Income 2012: -$4,1772012Revenue 2013: $89,178Expenses 2013: $78,596Net Income 2013: $10,5822013Revenue 2014: $71,702Expenses 2014: $66,007Net Income 2014: $5,6952014Revenue 2015: $159,837Expenses 2015: $153,345Net Income 2015: $6,4922015Revenue 2016: $171,588Expenses 2016: $131,165Net Income 2016: $40,4232016Revenue 2017: $146,170Expenses 2017: $132,086Net Income 2017: $14,0842017Revenue 2018: $129,770Expenses 2018: $127,319Net Income 2018: $2,4512018Revenue 2019: $108,387Expenses 2019: $137,320Net Income 2019: -$28,9332019Revenue 2020: $23,147Expenses 2020: $37,522Net Income 2020: -$14,3752020Revenue 2021: $88,395Expenses 2021: $83,502Net Income 2021: $4,8932021Revenue 2022: $140,093Expenses 2022: $125,877Net Income 2022: $14,2162022Revenue 2023: $165,857Expenses 2023: $145,538Net Income 2023: $20,3192023Revenue 2024: $138,393Expenses 2024: $132,345Net Income 2024: $6,0482024Revenue 2025: $118,152Expenses 2025: $147,283Net Income 2025: -$29,1312025

Highlighted filing

2020

Revenue$23,147
Expenses$37,522
Net Income-$14,375
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 13, 2021
Return Version
2020v4.1
Gross Receipts
$23,147
Mission and Program Overview

Mission

BUSINESS LEAGUE

Program Services

DescriptionGrantsExpenses
INSURANCE COURSE AND SEMINARS FOR MEMBERSMEMBERSHIP MEETINGSBULLETIN ADVERTISING AND SUBSCRIPTIONS-$37,522
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC KEIFFERTDirectorPT$0--
DAVID BORGPresidentPT$0--
STEVEN H TESTAVice PresidentPT$0--
JOANNE BENTIVEGNATreasurerPT$0--
JAMES COTGREAVESecretaryPT$0--
TED MAGEAUDirectorPT$0--
MARIAN FARESEDirectorPT$0--
JOANIE LA FEMINADirectorPT$0--
AVA LOCASCIODirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents Assoc
EIN
11-2433678
Address
6 MICHELLE DRIVE, Shoreham, NY 11786

Signing Officer

Name
Joanne Bentivegna
Title
Treasurer
Phone
6319012266
Signed
2021-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Sean J Mcdonnell CPA Pc
Address
35 TORRINGTON LANE, SHOREHAM, NY 11786
Preparer
Sean J Mcdonnell CPA
Phone
6318219768
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountMEETING & CONVENTION FEES 4,971BANK & CREDIT FEES 151TRAVEL 424INSURANCE 4,456ADVERTISING 65OFFICE 1,537GIFTS 85EDUCATION & TRAINING 240COMPUTER & WEBSITE 193LICENSE & FEES 50”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCREDIT CARD 480 333”

Raw XML Appendix147 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOANNE BENTIVEGNA
IRS990EZ/BooksInCareOfDetail/PhoneNum06319012266
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06 MICHELLE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Shoreham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011786
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt095932
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081410
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14375
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025350
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095932
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081410
IRS990EZ/GrossReceiptsAmt023147
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022298
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095452
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081077
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095452
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081077
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
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/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/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/PersonNm0ERIC KEIFFERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID BORG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN H TESTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOANNE BENTIVEGNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES COTGREAVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TED MAGEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARIAN FARESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOANIE LA FEMINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AVA LOCASCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt012172
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BUSINESS LEAGUE
IRS990EZ/ProgramServiceRevenueAmt0835
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INSURANCE COURSE AND SEMINARS FOR MEMBERSMEMBERSHIP MEETINGSBULLETIN ADVERTISING AND SUBSCRIPTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037522
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0480
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0333
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037522
IRS990EZ/TotalProgramServiceExpensesAmt037522
IRS990EZ/TotalRevenueAmt023147
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SUFFOLKAGENTS.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMEETING & CONVENTION FEES 4,971BANK & CREDIT FEES 151TRAVEL 424INSURANCE 4,456ADVERTISING 65OFFICE 1,537GIFTS 85EDUCATION & TRAINING 240COMPUTER & WEBSITE 193LICENSE & FEES 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearCREDIT CARD 480 333
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNE BENTIVEGNA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06319012266
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT INSURANCE AGENTS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0112433678
ReturnHeader/Filer/USAddress/AddressLine1Txt06 MICHELLE DRIVE
ReturnHeader/Filer/USAddress/CityNm0Shoreham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011786
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEAN J MCDONNELL CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt035 TORRINGTON LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHOREHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011786
ReturnHeader/PreparerPersonGrp/PhoneNum06318219768
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN J MCDONNELL CPA
ReturnHeader/ReturnTs02021-05-03T16:53:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BENTIVEGNA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,410
Liabilities
$333
Net assets
$81,077
Revenue
$23,147
Expenses
$37,522
Net income
-$14,375
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.97$1.18$1.47$0.29
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.38$1.32$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$1.66$1.46$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$1.40$1.26$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.88$0.84$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.23$0.38$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.95$1.08$1.37$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.01$1.24$1.30$1.27$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.46$1.32$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$1.72$1.31$0.40
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.61$0.06$1.60$1.53$0.06
2014Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$0.72$0.66$0.06
2013Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.89$0.79$0.11
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$0.82$0.86$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.62