Civic Intelligence

Independent Insurance Agents & Brokers

990EZ • Fiscal year 2018 • EIN 94-0489857

Sep 01, 2017 to Aug 31, 2018 • Filed on Dec 10, 2018

Organization ProfileN/A
PO Box 3265Pinedale, CA 93650

(559) 256-6936

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

90th percentile

28%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

85th percentile

33%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,729

Up $9,056 (+33%) from 2017

Net Assets

Up

$36,729

Up $9,056 (+33%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$32,679

Up $4,437 (+16%) from 2017

Expenses

Down

$23,623

Down $7,926 (-25%) from 2017

Net Income

Up

$9,056

Up $12,363 (+374%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$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

2018

Assets$36,729
Liabilities-
Net Assets$36,729
Open 2018 Filing

Operations Trend

Revenue Growth76th percentile

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

2018

Revenue$32,679
Expenses$23,623
Net Income$9,056
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Dec 10, 2018
Return Version
2017v2.2
Gross Receipts
$63,278
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 Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH ORNDOFFPast President-$0--
CHUCK DER MANOUELTreasurer-$0--
NATE FLANDROVice President-$0--
CATHY LEESecretary-$0--
BRIAN O'FARRELLPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Day$30,811$30,811$19,679$11,132
Christmas Event$13,591$13,591$10,920$2,671
Total Events$44,402$44,402$30,599$13,803
Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents & Brokers
EIN
94-0489857
Address
PO Box 3265, Pinedale, CA 93650

Signing Officer

Name
Joseph Orndoff
Title
President
Signed
2018-12-10
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 $64”

Other Expenses.1005

“Travel $4625”

Other Expenses.1012

“Insurance $2910”

Other Expenses.1

“BOARD MEETINGS $5912”

Other Expenses.2

“Sponsorships/misc donations $4508”

Other Expenses.3

“MEMBER MIXER COSTS $2109”

Other Expenses.4

“Installation lunch meetings $2065”

Other Expenses.6

“TAX & OTHER FEES $10”

Raw XML Appendix132 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/PersonNm0CHUCK DER MANOUEL
IRS990EZ/BooksInCareOfDetail/PhoneNum05592566936
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 3265
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PINEDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093650
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027673
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036729
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010109
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09056
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027673
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036729
IRS990EZ/FundraisingGrossIncomeAmt044402
IRS990EZ/GrossReceiptsAmt063278
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04797
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027673
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036729
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027673
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036729
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH ORNDOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHUCK DER MANOUEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NATE FLANDRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHY LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIAN O'FARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022203
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/PrintingPublicationsPostageAmt0120
IRS990EZ/ProgramServiceRevenueAmt03970
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/SpecialEventsDirectExpensesAmt030599
IRS990EZ/SpecialEventsNetIncomeLossAmt013803
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023623
IRS990EZ/TotalRevenueAmt032679
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030599
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF DAY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHRISTMAS EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030811
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044402
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030811
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044402
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013803
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030599
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019679
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $4625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEETINGS $5912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPONSORSHIPS/MISC DONATIONS $4508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBER MIXER COSTS $2109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSTALLATION LUNCH MEETINGS $2065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAX & OTHER FEES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH ORNDOFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Independent Insurance Agents & Brokers
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0940489857
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3265
ReturnHeader/Filer/USAddress/CityNm0Pinedale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093650
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/ReturnTs02018-12-10T12:01:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,729
Liabilities
-
Net assets
$36,729
Revenue
$32,679
Expenses
$23,623
Net income
$9,056
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