Civic Intelligence

Independent Insurance Agents & Brokers

EIN 94-0489857 • 501(c)6 • Pinedale, CA

Profile

This organization was formed to support correct insurance principles and oppose bad practices in the business of insurance. The purposes for which the association is formed shall be to instill and foster sound and legitimate practices in all branches of the production subdivision of the insurance business and provide adequate forums for awareness, education and exchange of constructive ideas between it's members and community.

PO Box 3491Pinedale, CA 93650

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

31st percentile

-11%

Higher net margin than 31% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

42nd percentile

-5.7%

Faster asset growth than 42% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

269%

Faster revenue growth than 98% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$30,703

Down $1,863 (-5.7%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$30,703

Down $1,863 (-5.7%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Up

$17,303

Up $12,619 (+269%) from 2022

Expenses

Down

$19,166

Down $155 (-0.8%) from 2022

Net Income

Up

-$1,863

Up $12,774 (+87%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$60K$40K$20K$0Assets 2011: $24,824Liabilities 2011: $02011Assets 2012: $32,119Liabilities 2012: $02012Assets 2013: $31,726Liabilities 2013: $02013Assets 2014: $29,452Liabilities 2014: $02014Assets 2015: $29,705Liabilities 2015: $02015Assets 2016: $30,980Net Assets 2016: $30,9802016Assets 2017: $27,673Net Assets 2017: $27,6732017Assets 2018: $36,729Net Assets 2018: $36,7292018Assets 2019: $42,015Liabilities 2019: $02019Assets 2020: $37,147Net Assets 2020: $37,1472020Assets 2021: $47,203Net Assets 2021: $47,2032021Assets 2022: $32,566Net Assets 2022: $32,5662022Assets 2023: $30,703Net Assets 2023: $30,7032023

Highlighted filing

2023

Assets$30,703
Liabilities-
Net Assets$30,703
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

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

$40K$20K$0-$20KRevenue 2011: $20,145Expenses 2011: $19,163Net Income 2011: $9822011Revenue 2012: $28,094Expenses 2012: $20,799Net Income 2012: $7,2952012Revenue 2013: $24,064Expenses 2013: $24,457Net Income 2013: -$3932013Revenue 2014: $25,634Expenses 2014: $27,908Net Income 2014: -$2,2742014Revenue 2015: $25,219Expenses 2015: $24,966Net Income 2015: $2532015Revenue 2016: $23,982Expenses 2016: $22,707Net Income 2016: $1,2752016Revenue 2017: $28,242Expenses 2017: $31,549Net Income 2017: -$3,3072017Revenue 2018: $32,679Expenses 2018: $23,623Net Income 2018: $9,0562018Revenue 2019: $24,463Expenses 2019: $19,177Net Income 2019: $5,2862019Revenue 2020: $7,385Expenses 2020: $12,253Net Income 2020: -$4,8682020Revenue 2021: $13,968Expenses 2021: $3,912Net Income 2021: $10,0562021Revenue 2022: $4,684Expenses 2022: $19,321Net Income 2022: -$14,6372022Revenue 2023: $17,303Expenses 2023: $19,166Net Income 2023: -$1,8632023

Highlighted filing

2023

Revenue$17,303
Expenses$19,166
Net Income-$1,863
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,703
Liabilities
-
Net assets
$30,703
Revenue
$17,303
Expenses
$19,166
Net income
-$1,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$30.7$30.7$17.3$19.2$1.86
2022Detailed filing. Detailed filing data is available for this year.$32.6$32.6$4.68$19.3$14.6
2021Detailed filing. Detailed filing data is available for this year.$47.2$47.2$14.0$3.91$10.1
2020Detailed filing. Detailed filing data is available for this year.$37.1$37.1$7.39$12.3$4.87
2019Summary only. Only limited summary data is available for this year.$42.0$0.00$24.5$19.2$5.29
2018Detailed filing. Detailed filing data is available for this year.$36.7$36.7$32.7$23.6$9.06
2017Detailed filing. Detailed filing data is available for this year.$27.7$27.7$28.2$31.5$3.31
2016Detailed filing. Detailed filing data is available for this year.$31.0$31.0$24.0$22.7$1.28
2015Summary only. Only limited summary data is available for this year.$29.7$0.00$25.2$25.0$0.25
2014Summary only. Only limited summary data is available for this year.$29.5$0.00$25.6$27.9$2.27
2013Summary only. Only limited summary data is available for this year.$31.7$0.00$24.1$24.5$0.39
2012Summary only. Only limited summary data is available for this year.$32.1$0.00$28.1$20.8$7.30
2011Summary only. Only limited summary data is available for this year.$24.8$0.00$20.1$19.2$0.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$46,830
Mission and Program Overview

Mission

This organization was formed to support correct insurance principles and oppose bad practices in the business of insurance. The purposes for which the association is formed shall be to instill and foster sound and legitimate practices in all branches of the production subdivision of the insurance business and provide adequate forums for awareness, education and exchange of constructive ideas between it's members and community.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION SUPPORTED CORRECT INSURANCE PRINCIPLES AND OPPOSED BAD PRACTICES IN THE BUSINESS OF INSURANCE. IT INSTILLS AND FOSTERS SOUND AND LEGITIMATE PRACTICES IN ALL BRANCHES OF THE PRODUCTION SUBDIVISION OF THE INSURANCE BUSINESS AND PROVIDES ADEQUATE FORUMS FOR AWARENESS, EDUCATION AND EXCHANGE OF CONSTRUCTIVE IDEAS BETWEEN IT'S MEMBERS AND COMMUNITY. THEY STAY CURRENT ON CHANGES IN THE INDUSTRY AND EDUCATE THEIR MEMBERS AND COMMUNITY.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN O'FARRELLPast President-$0--
PETER ANTONINOPres./Treasurer-$0--
JOSEPH ORNDOFFDirector-$0--
CATHY LEESecretary-$0--
NANCY BIANCHIDirector-$0--
CHRISTINA GOMEZDirector-$0--
MARK PRYORDirector-$0--
MICHAEL OSMERDirector-$0--
PAM WESTERNDirector-$0--
DARREN BROWNDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Day$26,291$26,291$20,819$5,472
Christmas Event$17,679$17,679$8,708$8,971
Total Events$43,970$43,970$29,527$14,443
Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents & Brokers
EIN
94-0489857
Address
PO Box 3491, Pinedale, CA 93650

Signing Officer

Name
Peter Antonino
Title
President
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Manuel Angel Angulo CPA
Address
55 Shaw Ave Ste 205, Clovis, CA 93612
Preparer
M Angel Angulo
Phone
5593476800
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $189”

Other Expenses.1012

“Insurance $2971”

Other Expenses.1

“Networking & mixers $7038”

Other Expenses.2

“BOARD MEETINGS $4256”

Other Expenses.3

“Awards/scholarghips $3000”

Other Expenses.4

“OUTSIDE SERVICES $1000”

Other Expenses.5

“RENT EXPENSE $712”

Raw XML Appendix155 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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IRS990EZ/BooksInCareOfDetail/PersonNm0PETER ANTONINO
IRS990EZ/BooksInCareOfDetail/PhoneNum05594320222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 3491
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PINEDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093650
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032566
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030703
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01610
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1863
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032566
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IRS990EZ/FundraisingGrossIncomeAmt043970
IRS990EZ/GrossReceiptsAmt046830
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032566
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030703
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032566
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030703
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN O'FARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER ANTONINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH ORNDOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHY LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NANCY BIANCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTINA GOMEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK PRYOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL OSMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAM WESTERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DARREN BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRES./TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019166
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THIS ORGANIZATION WAS FORMED TO SUPPORT CORRECT INSURANCE PRINCIPLES AND OPPOSE BAD PRACTICES IN THE BUSINESS OF INSURANCE. THE PURPOSES FOR WHICH THE ASSOCIATION IS FORMED SHALL BE TO INSTILL AND FOSTER SOUND AND LEGITIMATE PRACTICES IN ALL BRANCHES OF THE PRODUCTION SUBDIVISION OF THE INSURANCE BUSINESS AND PROVIDE ADEQUATE FORUMS FOR AWARENESS, EDUCATION AND EXCHANGE OF CONSTRUCTIVE IDEAS BETWEEN IT'S MEMBERS AND COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt01250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION SUPPORTED CORRECT INSURANCE PRINCIPLES AND OPPOSED BAD PRACTICES IN THE BUSINESS OF INSURANCE. IT INSTILLS AND FOSTERS SOUND AND LEGITIMATE PRACTICES IN ALL BRANCHES OF THE PRODUCTION SUBDIVISION OF THE INSURANCE BUSINESS AND PROVIDES ADEQUATE FORUMS FOR AWARENESS, EDUCATION AND EXCHANGE OF CONSTRUCTIVE IDEAS BETWEEN IT'S MEMBERS AND COMMUNITY. THEY STAY CURRENT ON CHANGES IN THE INDUSTRY AND EDUCATE THEIR MEMBERS AND COMMUNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt029527
IRS990EZ/SpecialEventsNetIncomeLossAmt014443
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019166
IRS990EZ/TotalRevenueAmt017303
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029527
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF DAY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHRISTMAS EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017679
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017679
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043970
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014443
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029527
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020819
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NETWORKING & MIXERS $7038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEETINGS $4256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AWARDS/SCHOLARGHIPS $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OUTSIDE SERVICES $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RENT EXPENSE $712
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER ANTONINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Independent Insurance Agents & Brokers
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0940489857
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3491
ReturnHeader/Filer/USAddress/CityNm0Pinedale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093650
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208134321
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Manuel Angel Angulo CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 Shaw Ave Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clovis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093612
ReturnHeader/PreparerPersonGrp/PhoneNum05593476800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M ANGEL ANGULO
ReturnHeader/ReturnTs02023-11-13T10:29:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANTONINO
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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