Civic Intelligence

Independent Insurance Agents of Westchester

EIN 13-3229227 • 501(c)6 • Brick, NJ

Profile

Informative issues brought to insurance agents for betterment.

990 Cedar Bridge Ave Ste B7 Pmb210Brick, NJ 08723

www.iiawestchester.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

40th percentile

-4.1%

Higher net margin than 40% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-17%

Faster asset growth than 29% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

-4.7%

Faster revenue growth than 43% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$31,989

Down $6,583 (-17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$31,989

Down $6,583 (-17%) from 2023

Revenue

Down

$162,253

Down $8,076 (-4.7%) from 2023

Expenses

Up

$168,836

Up $7,758 (+4.8%) from 2023

Net Income

Down

-$6,583

Down $15,834 (-171%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $86,266Liabilities 2011: $0Net Assets 2011: $86,2662011Assets 2012: $49,167Liabilities 2012: $0Net Assets 2012: $49,1672012Assets 2013: $31,362Liabilities 2013: $0Net Assets 2013: $31,3622013Assets 2014: $49,275Liabilities 2014: $0Net Assets 2014: $49,2752014Assets 2015: $38,023Liabilities 2015: $0Net Assets 2015: $38,0232015Assets 2016: $40,088Liabilities 2016: $0Net Assets 2016: $40,0882016Assets 2017: $36,069Liabilities 2017: $0Net Assets 2017: $36,0692017Assets 2018: $21,198Liabilities 2018: $0Net Assets 2018: $21,1982018Assets 2019: $25,958Liabilities 2019: $0Net Assets 2019: $25,9582019Assets 2020: $37,015Liabilities 2020: $0Net Assets 2020: $37,0152020Assets 2021: $25,374Liabilities 2021: $0Net Assets 2021: $25,3742021Assets 2022: $29,321Liabilities 2022: $0Net Assets 2022: $29,3212022Assets 2023: $38,572Liabilities 2023: $0Net Assets 2023: $38,5722023Assets 2024: $31,989Liabilities 2024: $0Net Assets 2024: $31,9892024

Highlighted filing

2024

Assets$31,989
Liabilities$0
Net Assets$31,989

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2011: $120,5412011Expenses 2012: $189,4732012Revenue 2013: $141,169Expenses 2013: $158,974Net Income 2013: -$17,8052013Revenue 2014: $151,137Expenses 2014: $133,224Net Income 2014: $17,9132014Revenue 2015: $154,605Expenses 2015: $165,857Net Income 2015: -$11,2522015Revenue 2016: $155,653Expenses 2016: $153,588Net Income 2016: $2,0652016Revenue 2017: $151,281Expenses 2017: $155,300Net Income 2017: -$4,0192017Revenue 2018: $161,536Expenses 2018: $176,407Net Income 2018: -$14,8712018Revenue 2019: $163,628Expenses 2019: $158,868Net Income 2019: $4,7602019Revenue 2020: $101,223Expenses 2020: $90,166Net Income 2020: $11,0572020Revenue 2021: $69,938Expenses 2021: $81,579Net Income 2021: -$11,6412021Revenue 2022: $164,535Expenses 2022: $160,588Net Income 2022: $3,9472022Revenue 2023: $170,329Expenses 2023: $161,078Net Income 2023: $9,2512023Revenue 2024: $162,253Expenses 2024: $168,836Net Income 2024: -$6,5832024

Highlighted filing

2024

Revenue$162,253
Expenses$168,836
Net Income-$6,583

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$1.62$1.69$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.70$1.61$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$1.65$1.61$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$0.70$0.82$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$1.01$0.90$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$1.64$1.59$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$1.62$1.76$0.15
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$1.51$1.55$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$1.56$1.54$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$1.55$1.66$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.51$1.33$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$1.41$1.59$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$1.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$1.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$162,253
Mission and Program Overview

Mission

Informative issues brought to insurance agents for betterment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$21,002$21,010▲ $8
Cash and Non-Interest-Bearing Accounts$17,570$10,979▼ $6,591
Total Assets$38,572$31,989▼ $6,583
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$38,572$31,989▼ $6,583
Total Net Assets Fund Balance$38,572$31,989▼ $6,583
Total Liabilities and Net Assets / Fund Balance$38,572$31,989▼ $6,583
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian EifertPast President
Adam AntoinettePresident
Glenn BindayVice President
Carl RanieriDirector
Janine AndrosDirector
Kees CoughllinDirector
Ken FuirstDirector
Michael McevilyDirector
Michael MilanoDirector
Neil BushDirector
Sam KestenbaumDirector
Tyler BrownSecretarytreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,800
Program Service Revenue
$142,445
Investment Income
$8
Other Revenue
$0
Change in Net Assets
$-6,583
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$168,836
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$18,010--$18,010
All Other Expenses$6,183$1,605-$7,788
Insurance$7,427--$7,427
Conferences and Meetings$2,188--$2,188
Fees for Services Accounting-$2,100-$2,100
Office Expenses$290--$290
Total Functional Expenses$165,131$3,705$0$168,836
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

The organization is a member entity.

Member election for additional members Part VI line 7A

All members have one vote to elect the governing board.

Form 990 governing body review Part VI line 11

Form 990 is prepared, forwarded to the governing body for review and once accepted as accurate, e-filed to the irs.

Governing documents etc available to public Part VI line 19

All documents of the organization are made available upon request.

Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents of Westchester
EIN
13-3229227
Address
990 CEDAR BRIDGE AVE STE B7 PMB210, BRICK, NJ 08723
Doing Business As
Co Beaumont Group

Signing Officer

Name
Tyler Brown
Title
Treasurer
Phone
9149391200
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1928
Legal Domicile
Nj
Voting Board Members
14
Independent Board Members
0
Employees
0

Preparer

Firm
Peter J Zambelletti & Co
Address
55 Main Street, Tarrytown, NY 10591
Preparer
Peter J Zambelletti CPA
Phone
9146311359
Raw XML Appendix361 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
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IRS990/AllOtherExpensesGrp/ProgramServicesAmt06183
IRS990/AllOtherExpensesGrp/TotalAmt07788
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0THE BEAUMONT GROUP
IRS990/BooksInCareOfDetail/PhoneNum09739416024
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0990 CEDAR BRIDGE AVE STE B7 PMB 210
IRS990/BooksInCareOfDetail/USAddress/CityNm0BRICK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd008723
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt017570
IRS990/CashNonInterestBearingGrp/EOYAmt010979
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02188
IRS990/ConferencesMeetingsGrp/TotalAmt02188
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt019800
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08
IRS990/CYOtherExpensesAmt0168836
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0142445
IRS990/CYRevenuesLessExpensesAmt0-6583
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0162253
IRS990/DAFExcessBusinessHoldingsInd0false
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IRS990/DeductibleNonCashContriInd0false
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/PersonNm3SAM KESTENBAUM
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARYTREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
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IRS990/ProgramServiceRevenueGrp/Desc0E DAY
IRS990/ProgramServiceRevenueGrp/Desc1GOLF OUTING
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATIONAL
IRS990/ProgramServiceRevenueGrp/Desc3NEXT GEN
IRS990/ProgramServiceRevenueGrp/Desc4HOLIDAY NETWORKING
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A MEMBER ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS HAVE ONE VOTE TO ELECT THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PREPARED, FORWARDED TO THE GOVERNING BODY FOR REVIEW AND ONCE ACCEPTED AS ACCURATE, E-FILED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS OF THE ORGANIZATION ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0168836
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0142445
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0162253
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt038572
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IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.IIAWESTCHESTER.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TYLER BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09149391200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT INSURANCE AGENTS OF WESTCHESTER
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0133229227
ReturnHeader/Filer/USAddress/AddressLine1Txt0990 CEDAR BRIDGE AVE STE B7 PMB210
ReturnHeader/Filer/USAddress/CityNm0BRICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008723
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133566215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peter J Zambelletti & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tarrytown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010591
ReturnHeader/PreparerPersonGrp/PhoneNum09146311359
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J ZAMBELLETTI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T11:58:11-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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