Civic Intelligence

Independent Insurance Agents & Brokers of Sacramento

990 • Fiscal year 2016 • EIN 94-1736203

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
PO Box 255246Sacramento, CA 95865

(916) 419-0306

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

66th percentile

8.7%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

79th percentile

$31,200

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

76%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$242,872

Up $34,723 (+17%) from 2015

Net Assets

Up

$242,872

Up $34,723 (+17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin66th percentile

Revenue

Up

$401,125

Up $173,795 (+76%) from 2015

Expenses

Up

$366,402

Up $160,197 (+78%) from 2015

Net Income

Up

$34,723

Up $13,598 (+64%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$300K$200K$100K$0Assets 2011: $182,824Liabilities 2011: $0Net Assets 2011: $182,8242011Assets 2012: $191,943Liabilities 2012: $0Net Assets 2012: $191,9432012Assets 2013: $163,764Liabilities 2013: $0Net Assets 2013: $163,7642013Assets 2014: $187,024Liabilities 2014: $0Net Assets 2014: $187,0242014Assets 2015: $208,149Liabilities 2015: $0Net Assets 2015: $208,1492015Assets 2016: $242,872Liabilities 2016: $0Net Assets 2016: $242,8722016Assets 2017: $242,722Liabilities 2017: $0Net Assets 2017: $242,7222017Assets 2018: $278,823Liabilities 2018: $0Net Assets 2018: $278,8232018Assets 2019: $265,167Liabilities 2019: $0Net Assets 2019: $265,1672019Assets 2020: $241,994Liabilities 2020: $02020Assets 2021: $202,640Liabilities 2021: $02021Assets 2022: $147,293Liabilities 2022: $0Net Assets 2022: $147,2932022Assets 2023: $116,730Liabilities 2023: $0Net Assets 2023: $116,7302023Assets 2024: $195,323Liabilities 2024: $0Net Assets 2024: $195,3232024Assets 2025: $186,875Liabilities 2025: $0Net Assets 2025: $186,8752025

Highlighted filing

2016

Assets$242,872
Liabilities$0
Net Assets$242,872
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $212,514Expenses 2011: $207,386Net Income 2011: $5,1282011Expenses 2012: $193,0352012Revenue 2013: $186,472Expenses 2013: $214,651Net Income 2013: -$28,1792013Revenue 2014: $205,344Expenses 2014: $182,084Net Income 2014: $23,2602014Revenue 2015: $227,330Expenses 2015: $206,205Net Income 2015: $21,1252015Revenue 2016: $401,125Expenses 2016: $366,402Net Income 2016: $34,7232016Revenue 2017: $253,433Expenses 2017: $253,583Net Income 2017: -$1502017Revenue 2018: $282,489Expenses 2018: $246,388Net Income 2018: $36,1012018Revenue 2019: $279,561Expenses 2019: $293,217Net Income 2019: -$13,6562019Revenue 2020: $64,107Expenses 2020: $87,280Net Income 2020: -$23,1732020Revenue 2021: $154,408Expenses 2021: $193,762Net Income 2021: -$39,3542021Revenue 2022: $255,632Expenses 2022: $310,979Net Income 2022: -$55,3472022Revenue 2023: $249,643Expenses 2023: $280,206Net Income 2023: -$30,5632023Revenue 2024: $269,748Expenses 2024: $191,155Net Income 2024: $78,5932024Revenue 2025: $227,219Expenses 2025: $235,667Net Income 2025: -$8,4482025

Highlighted filing

2016

Revenue$401,125
Expenses$366,402
Net Income$34,723
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$427,968
Mission and Program Overview

Mission

To enable independent insurance agents to promote the insurance industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$208,149$242,872▲ $34,723
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$208,149$242,872▲ $34,723
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$208,149$242,872▲ $34,723
Total Net Assets Fund Balance$208,149$242,872▲ $34,723
Total Liabilities and Net Assets / Fund Balance$208,149$242,872▲ $34,723
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rose KaerthExecutive DirecPT$31,200$31,200

Board Members and Trustees

NameTitle
Todd PhillipsPast President
Rob OatesPresident
Amy ParkerDirector
Mike EsparzaDirector
Sallie KnightenDirector
Irene Sabourin1st VP
Harold Newbill2nd VP
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$390,925
Investment Income
$218
Other Revenue
$9,982
Change in Net Assets
$34,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$332,282
Salaries, Compensation, and Employee Benefits$34,120
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$38,114
Current Officers, Directors, Trustees, and Key Employees---$31,200
Insurance---$3,337
Payroll Taxes---$2,920
Other Expenses---$1,822
Travel---$1,800
Office Expenses---$1,562
All Other Expenses---$1,123
Total Functional Expenses$0$0$0$366,402
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,825
Fundraising Direct Expenses$26,843
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Day$34,485$34,485-$34,485
Total Events$34,485$34,485$23,275$11,210
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents & Brokers
EIN
94-1736203
Phone
9164190306
Address
PO Box 255246, Sacramento, CA 95865

Signing Officer

Name
Rose Kaerth
Title
Executive Director
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rose Kaerth
Voting Board Members
8
Independent Board Members
0
Employees
1

Preparer

Firm
Rossmann MacDonald & Benetti Inc
Address
3838 Watt Avenue Suite E-500, Sacramento, CA 95821-2663
Preparer
Kevin R Riley CPA
Phone
9164888360
Raw XML Appendix375 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.

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IRS990/ProgSrvcAccomActy2Grp/Desc0Membership meetings are attended by approximately 1,500 attendees annually. Guest speakers from the insurance industry provide industry specific presentations at the meetings.
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023275
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01801
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01801
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF DAY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0156
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034485
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011210
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt021318
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt021318
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0208149
IRS990/TotalAssetsEOYAmt0242872
IRS990/TotalAssetsGrp/BOYAmt0208149
IRS990/TotalAssetsGrp/EOYAmt0242872
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0366402
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0208149
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0242872
IRS990/TotalProgramServiceRevenueAmt0390925
IRS990/TotalReportableCompFromOrgAmt031200
IRS990/TotalRevenueGrp/ExclusionAmt010200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0390925
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0401125
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0208149
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0242872
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt01800
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0208149
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0242872
IRS990/USAddress/AddressLine1Txt0PO BOX 255246
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095865
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE KAERTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Independent Insurance Agents & Brokers
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Sacramento
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0941736203
ReturnHeader/Filer/PhoneNum09164190306
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 255246
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rossmann MacDonald & Benetti Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03838 Watt Avenue Suite E-500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958212663
ReturnHeader/PreparerPersonGrp/PhoneNum09164888360
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin R Riley CPA
ReturnHeader/ReturnTs02017-11-15T16:27:01-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,872
Liabilities
$0
Net assets
$242,872
Revenue
$401,125
Expenses
$366,402
Net income
$34,723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$2.27$2.36$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$2.70$1.91$0.79
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$2.50$2.80$0.31
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$2.56$3.11$0.55
2021Summary only. Only limited summary data is available for this year.$2.03$0.00$1.54$1.94$0.39
2020Summary only. Only limited summary data is available for this year.$2.42$0.00$0.64$0.87$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$2.80$2.93$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.00$2.79$2.82$2.46$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$2.53$2.54$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$4.01$3.66$0.35
2015Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$2.27$2.06$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$2.05$1.82$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$1.86$2.15$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$1.93
2011Summary only. Only limited summary data is available for this year.$1.83$0.00$1.83$2.13$2.07$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • <$500k nonprofits