Civic Intelligence

John Street Insurance Association Inc

EIN 35-2162588 • 501(c)6 • New York, NY

Profile

The corporation was formed to provide insurance industry professionals in the New York City metropolitan area with activities and opportunities to meet and develop their associations with one another,to offer them networking opportunities, forums through which they may exchange ideas, and special events of interest to them, and to conduct such activities as are necessary and suitable to carry out the forgoing purposes. Form 990-EZ, Part III, Line 28 - First Accomplishment Achievements in providing insurance industry professionals in the New York City area with activities and opportunities to meet and develop networking.

55 Water StreetNew York, NY 10041

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

76th percentile

15%

Higher net margin than 76% 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

97th percentile

131%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

81st percentile

26%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$42,445

Up $24,036 (+131%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$42,445

Up $24,036 (+131%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Up

$155,509

Up $32,231 (+26%) from 2023

Expenses

Up

$131,473

Up $10,723 (+8.9%) from 2023

Net Income

Up

$24,036

Up $21,508 (+851%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$60K$40K$20K$0Assets 2010: $15,006Net Assets 2010: $15,0062010Assets 2011: $3,760Net Assets 2011: $3,7602011Assets 2012: $3,172Net Assets 2012: $3,1722012Assets 2013: $8,161Net Assets 2013: $8,1612013Assets 2014: $2,155Net Assets 2014: $2,1552014Assets 2015: $9,185Net Assets 2015: $9,1852015Assets 2016: $14,001Net Assets 2016: $14,0012016Assets 2017: $8,980Net Assets 2017: $8,9802017Assets 2018: $5,612Net Assets 2018: $5,6122018Assets 2019: $13,263Net Assets 2019: $13,2632019Assets 2021: $30,195Net Assets 2021: $30,1952021Assets 2022: $15,881Net Assets 2022: $15,8812022Assets 2023: $18,409Net Assets 2023: $18,4092023Assets 2024: $42,445Net Assets 2024: $42,4452024

Highlighted filing

2024

Assets$42,445
Liabilities-
Net Assets$42,445
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $58,289Expenses 2010: $62,183Net Income 2010: -$3,8942010Revenue 2011: $62,563Expenses 2011: $73,809Net Income 2011: -$11,2462011Revenue 2012: $57,797Expenses 2012: $58,385Net Income 2012: -$5882012Revenue 2013: $73,795Expenses 2013: $68,806Net Income 2013: $4,9892013Revenue 2014: $79,659Expenses 2014: $85,665Net Income 2014: -$6,0062014Revenue 2015: $80,285Expenses 2015: $73,255Net Income 2015: $7,0302015Revenue 2016: $97,361Expenses 2016: $92,545Net Income 2016: $4,8162016Revenue 2017: $95,510Expenses 2017: $100,531Net Income 2017: -$5,0212017Revenue 2018: $95,445Expenses 2018: $98,813Net Income 2018: -$3,3682018Revenue 2019: $80,123Expenses 2019: $72,472Net Income 2019: $7,6512019Revenue 2021: $30,245Expenses 2021: $29,158Net Income 2021: $1,0872021Revenue 2022: $52,626Expenses 2022: $66,940Net Income 2022: -$14,3142022Revenue 2023: $123,278Expenses 2023: $120,750Net Income 2023: $2,5282023Revenue 2024: $155,509Expenses 2024: $131,473Net Income 2024: $24,0362024

Highlighted filing

2024

Revenue$155,509
Expenses$131,473
Net Income$24,036
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,445
Liabilities
-
Net assets
$42,445
Revenue
$155,509
Expenses
$131,473
Net income
$24,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.42$1.56$1.31$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.18$0.18$1.23$1.21$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.53$0.67$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.30$0.29$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.80$0.72$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.95$0.99$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.96$1.01$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.97$0.93$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.80$0.73$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.80$0.86$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.74$0.69$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.03$0.58$0.58$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.63$0.74$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.15$0.58$0.62$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 20, 2025
Return Version
2024v5.1
Gross Receipts
$155,509
Mission and Program Overview

Mission

The corporation was formed to provide insurance industry professionals in the New York City metropolitan area with activities and opportunities to meet and develop their associations with one another,to offer them networking opportunities, forums through which they may exchange ideas, and special events of interest to them, and to conduct such activities as are necessary and suitable to carry out the forgoing purposes. Form 990-EZ, Part III, Line 28 - First Accomplishment Achievements in providing insurance industry professionals in the New York City area with activities and opportunities to meet and develop networking.

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER LINNPresident-$0--
KIM BOLDIVice President-$0--
WARREN MURPHYTreasurer-$0--
MICHAEL HODSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
John Street Insurance Association Inc
EIN
35-2162588
Phone
2124979691
Address
55 WATER STREET, NEW YORK, NY 10041

Signing Officer

Name
Kerry Dunn
Title
Vice President
Signed
2025-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Yamini Patel
Address
18 HOOK MOUNTAIN RD SUITE 200, PINE BROOK, NJ 07058
Preparer
Yamini D Patel CPA
Phone
3476138072
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Dues or Event Fee $155509”

Other Expenses.1

“Event Fee $88167”

Other Expenses.2

“Give Campus Ed Fundraising $22716”

Other Expenses.3

“Event Reimbursement $4736”

Other Expenses.4

“Marketing Agency $3426”

Other Expenses.5

“Insurance Premium $2882”

Other Expenses.6

“Photographer $2500”

Other Expenses.7

“Educational Fundraising $1500”

Other Expenses.8

“Tips Employees 3 West Club $1500”

Other Expenses.9

“Misc exp $1209”

Other Expenses.10

“Prof Fees $1000”

Other Expenses.11

“Web Platform Fee $719”

Other Expenses.12

“Tips Government Dinner $700”

Other Expenses.13

“Tips Golf Event $400”

Other Expenses.14

“Real Estate Fees $18”

Other Assets.1

“- Beginning $2702 - Ending $0”

Raw XML Appendix133 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/PersonNm0WARREN MURPHY
IRS990EZ/BooksInCareOfDetail/PhoneNum02013007433
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt095 WORTH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015707
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042445
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024036
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018409
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042445
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0155509
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018409
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042445
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018409
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042445
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETER LINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM BOLDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WARREN MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL HODSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02702
IRS990EZ/OtherExpensesTotalAmt0131473
IRS990EZ/OtherRevenueTotalAmt0155509
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The corporation was formed to provide insurance industry professionals in the New York City metropolitan area with activities and opportunities to meet and develop their associations with one another,to offer them networking opportunities, forums through which they may exchange ideas, and special events of interest to them, and to conduct such activities as are necessary and suitable to carry out the forgoing purposes. Form 990-EZ, Part III, Line 28 - First Accomplishment Achievements in providing insurance industry professionals in the New York City area with activities and opportunities to meet and develop networking.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0131473
IRS990EZ/TotalRevenueAmt0155509
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Dues or Event Fee $155509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Event Fee $88167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Give Campus Ed Fundraising $22716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Event Reimbursement $4736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Marketing Agency $3426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance Premium $2882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Photographer $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Educational Fundraising $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Tips Employees 3 West Club $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Misc exp $1209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prof Fees $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Web Platform Fee $719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Tips Government Dinner $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Tips Golf Event $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Real Estate Fees $18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15- Beginning $2702 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRY DUNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN STREET INSURANCE ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0352162588
ReturnHeader/Filer/PhoneNum02124979691
ReturnHeader/Filer/USAddress/AddressLine1Txt055 WATER STREET
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010041
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813070261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Yamini Patel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 HOOK MOUNTAIN RD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PINE BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007058
ReturnHeader/PreparerPersonGrp/PhoneNum03476138072
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YAMINI D PATEL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-20T16:31:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.