Civic Intelligence

Independent Insurance Agents of Westchester County Inc

990 • Fiscal year 2017 • EIN 13-3229227

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 28, 2018

Organization ProfileWWW.IIAWESTCHESTER.ORG
465 Shirley LaneBrick, NJ 08723

(914) 939-1200

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

35th percentile

-2.7%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

-2.8%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$36,069

Down $4,019 (-10%) from 2016

Net Assets

Down

$36,069

Down $4,019 (-10%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin35th percentile

Revenue

Down

$151,281

Down $4,372 (-2.8%) from 2016

Expenses

Up

$155,300

Up $1,712 (+1.1%) from 2016

Net Income

Down

-$4,019

Down $6,084 (-295%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$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

2017

Assets$36,069
Liabilities$0
Net Assets$36,069
Open 2017 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$151,281
Expenses$155,300
Net Income-$4,019
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 28, 2018
Return Version
2016v3.0
Gross Receipts
$151,281
Mission and Program Overview

Mission

Informative issues brought to insurance agents for betterment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$20,740$20,816▲ $76
Cash and Non-Interest-Bearing Accounts$19,348$15,253▼ $4,095
Total Assets$40,088$36,069▼ $4,019
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$40,088$36,069▼ $4,019
Total Net Assets Fund Balance$40,088$36,069▼ $4,019
Total Liabilities and Net Assets / Fund Balance$40,088$36,069▼ $4,019
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Beth S HoffmanPresident
Ken FuirstVice President
Christopher T McevilySecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,190
Program Service Revenue
$129,014
Investment Income
$77
Other Revenue
$0
Change in Net Assets
$-4,019
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,300
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$11,062$31,500-$11,062
Insurance$9,123--$9,123
All Other Expenses-$7,450-$7,450
Conferences and Meetings$3,470--$3,470
Fees for Services Accounting-$1,700-$1,700
Total Functional Expenses$114,650$40,650$0$155,300
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
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
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

Form 990, Part VI, Section A, Line 6

“The organization is a member entity.”

Form 990, Part VI, Section A, Line 7A

“All members have one vote to elect the governing board.”

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section C, Line 19

“All documents of the organization are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents
EIN
13-3229227
Phone
9149391200
Address
465 SHIRLEY LANE, BRICK, NJ 08723

Signing Officer

Name
Christopher Mcevily
Title
Treasurer
Phone
9149391200
Signed
2018-01-28
Discuss with paid preparer
Yes

Organization Details

Formed
1928
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Peter J Zambelletti & Co
Address
55 MAIN STREET, TARRYTOWN, NY 10591
Preparer
Peter J Zambelletti
Phone
9146311359
Raw XML Appendix278 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/TotalAmt07450
IRS990/AuditCommitteeInd01
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IRS990/BooksInCareOfDetail/PhoneNum09739416024
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0465 SHIRLEY LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BRICK
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY-TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01928
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0151281
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt077
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd01
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt036069
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0GOLF OUTING EXPENSES
IRS990/OtherExpensesGrp/Desc1E DAY EXPENSES
IRS990/OtherExpensesGrp/Desc2EXECUTIVE DIRECTOR
IRS990/OtherExpensesGrp/Desc3HOLIDAY NETWORKING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt031500
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IRS990/OtherExpensesGrp/ProgramServicesAmt211062
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IRS990/OtherExpensesGrp/TotalAmt136081
IRS990/OtherExpensesGrp/TotalAmt231500
IRS990/OtherExpensesGrp/TotalAmt311062
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0E DAY
IRS990/ProgramServiceRevenueGrp/Desc1GOLF OUTING
IRS990/ProgramServiceRevenueGrp/Desc2HOLIDAY NETWORKING
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd00
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IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 BOARD FOR REVIEW AND ONCE ACCEPTED AS ACCURATE, E-FILED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS OF THE ORGANIZATION ARE MADE AVAILABLE UPON REQUEST.
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IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09149391200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT INSURANCE AGENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF WESTCHESTER (C/O BEAUMONT GROUP)
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0133229227
ReturnHeader/Filer/PhoneNum09149391200
ReturnHeader/Filer/USAddress/AddressLine1Txt0465 SHIRLEY LANE
ReturnHeader/Filer/USAddress/CityNm0BRICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
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ReturnHeader/FilingSecurityInformation/IPDt02018-01-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:16:08
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/PreparationDt02018-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J ZAMBELLETTI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-15T10:23:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,069
Liabilities
$0
Net assets
$36,069
Revenue
$151,281
Expenses
$155,300
Net income
-$4,019
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits