Civic Intelligence

Insurance Brokers and Agents of Silicon Valley

EIN 94-6080130 • 501(c)6 • San Jose, CA

Profile

The Insurance Brokers and Agents of the Silicon Valley is a network of Insurance professionals that offers continued growth in all lines of insurance, continuing education and discounted insurance products. We participate and raise funds for charitable organizations. We are committed to legislative campaigns and coalitions that promote our political objectives. Our local association members are offered broader access to services and programs through the regional association, IBA West. We create and promote relationships that strengthen our industry, thereby allowing us to serve our clients with the highest ethical and professional standards.

1122 Meridian AveSan Jose, CA 95125

www.iiabcal.com

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

12th percentile

-46%

Higher net margin than 12% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$2,400

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

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

Asset Growth

34th percentile

-10.0%

Faster asset growth than 34% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$29,483

Down $3,268 (-10.0%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$29,483

Down $3,268 (-10.0%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Down

$7,035

Down $3,318 (-32%) from 2020

Expenses

Up

$10,303

Up $948 (+10%) from 2020

Net Income

Down

-$3,268

Down $4,266 (-427%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$60K$40K$20K$0Assets 2011: $35,240Liabilities 2011: $02011Assets 2012: $42,038Net Assets 2012: $42,0382012Assets 2013: $38,961Net Assets 2013: $38,9612013Assets 2014: $44,309Liabilities 2014: $02014Assets 2015: $52,505Net Assets 2015: $52,5052015Assets 2016: $45,805Net Assets 2016: $45,8052016Assets 2017: $46,759Net Assets 2017: $46,7592017Assets 2018: $38,628Net Assets 2018: $38,6282018Assets 2019: $31,753Net Assets 2019: $31,7532019Assets 2020: $32,751Net Assets 2020: $32,7512020Assets 2021: $29,483Net Assets 2021: $29,4832021

Highlighted filing

2021

Assets$29,483
Liabilities-
Net Assets$29,483
Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $29,764Expenses 2011: $18,409Net Income 2011: $11,3552011Revenue 2012: $25,643Expenses 2012: $18,845Net Income 2012: $6,7982012Revenue 2013: $13,001Expenses 2013: $16,078Net Income 2013: -$3,0772013Revenue 2014: $20,427Expenses 2014: $15,079Net Income 2014: $5,3482014Revenue 2015: $20,130Expenses 2015: $11,934Net Income 2015: $8,1962015Revenue 2016: $14,165Expenses 2016: $20,865Net Income 2016: -$6,7002016Revenue 2017: $23,256Expenses 2017: $22,302Net Income 2017: $9542017Revenue 2018: $13,899Expenses 2018: $22,030Net Income 2018: -$8,1312018Revenue 2019: $12,342Expenses 2019: $19,217Net Income 2019: -$6,8752019Revenue 2020: $10,353Expenses 2020: $9,355Net Income 2020: $9982020Revenue 2021: $7,035Expenses 2021: $10,303Net Income 2021: -$3,2682021

Highlighted filing

2021

Revenue$7,035
Expenses$10,303
Net Income-$3,268
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$29,483
Liabilities
-
Net assets
$29,483
Revenue
$7,035
Expenses
$10,303
Net income
-$3,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.5$29.5$7.04$10.3$3.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.8$32.8$10.4$9.36$1.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$31.8$12.3$19.2$6.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.6$38.6$13.9$22.0$8.13
2017Detailed filing. Detailed filing data is available for this year.$46.8$46.8$23.3$22.3$0.95
2016Detailed filing. Detailed filing data is available for this year.$45.8$45.8$14.2$20.9$6.70
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.5$52.5$20.1$11.9$8.20
2014Summary only. Only limited summary data is available for this year.$44.3$0.00$20.4$15.1$5.35
2013Detailed filing. Detailed filing data is available for this year.$39.0$39.0$13.0$16.1$3.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.0$42.0$25.6$18.8$6.80
2011Summary only. Only limited summary data is available for this year.$35.2$0.00$29.8$18.4$11.4
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$28,900
Mission and Program Overview

Mission

The Insurance Brokers and Agents of the Silicon Valley is a network of Insurance professionals that offers continued growth in all lines of insurance, continuing education and discounted insurance products. We participate and raise funds for charitable organizations. We are committed to legislative campaigns and coalitions that promote our political objectives. Our local association members are offered broader access to services and programs through the regional association, IBA West. We create and promote relationships that strengthen our industry, thereby allowing us to serve our clients with the highest ethical and professional standards.

Program Services

DescriptionGrantsExpenses
The Insurance Brokers and Agents of the Silicon Valley is a network of Insurance professionals that offers continued growth in all lines of insurance, continuing education and discounted insurance products. We participate and raise funds for charitable organizations. We are committed to legislative campaigns and coalitions that promote our political objectives. Our local association members are offered broader access to services and programs through the regional association, IBA West. We create and promote relationships that strengthen our industry, thereby allowing us to serve our clients with the highest ethical and professional standards.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY HICKEYTreasurerPT$2,400-$2,400
JOILENE HAZARDPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bocceball Fundraiser/casino Night$15,630$15,630-$15,630
Total Events$15,630$15,630$5,644$9,986
Filing and Contact Details

Filer

Filer Name
Independent Brokers and Agents
EIN
94-6080130
Phone
4086880700
Address
1122 MERIDIAN AVE, SAN JOSE, CA 95125

Signing Officer

Name
Terry Harris
Title
Treasurer
Signed
2018-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Tim Kehl CPA
Address
950 S Bascom Ave Ste 1113, San Jose, CA 95128
Preparer
Tim Kehl
Phone
4089981040
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $2067”

Other Expenses.1

“Luncheon & meetings expenses $11928”

Other Expenses.2

“Dues & subscriptions $240”

Other Expenses.3

“BANK CHARGES $197”

Other Expenses.4

“TAXES $20”

Raw XML Appendix113 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/PersonNm0TERRY HICKEY
IRS990EZ/BooksInCareOfDetail/PhoneNum04086880711
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01626 W CAMPBELL AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAMPBELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045805
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046759
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0954
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045805
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046759
IRS990EZ/FundraisingGrossIncomeAmt015630
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt028900
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt033
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013237
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045805
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046759
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045805
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046759
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOILENE HAZARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRY HICKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014452
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Insurance Brokers and Agents of the Silicon Valley is a network of Insurance professionals that offers continued growth in all lines of insurance, continuing education and discounted insurance products. We participate and raise funds for charitable organizations. We are committed to legislative campaigns and coalitions that promote our political objectives. Our local association members are offered broader access to services and programs through the regional association, IBA West. We create and promote relationships that strengthen our industry, thereby allowing us to serve our clients with the highest ethical and professional standards.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Insurance Brokers and Agents of the Silicon Valley is a network of Insurance professionals that offers continued growth in all lines of insurance, continuing education and discounted insurance products. We participate and raise funds for charitable organizations. We are committed to legislative campaigns and coalitions that promote our political objectives. Our local association members are offered broader access to services and programs through the regional association, IBA West. We create and promote relationships that strengthen our industry, thereby allowing us to serve our clients with the highest ethical and professional standards.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02400
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05644
IRS990EZ/SpecialEventsNetIncomeLossAmt09986
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022302
IRS990EZ/TotalRevenueAmt023256
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.ibasiliconvalley.com
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05644
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOCCEBALL FUNDRAISER/CASINO NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015630
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09986
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05644
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LUNCHEON & MEETINGS EXPENSES $11928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES & SUBSCRIPTIONS $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES $197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAXES $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT BROKERS AND AGENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SILICON VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0946080130
ReturnHeader/Filer/PhoneNum04086880700
ReturnHeader/Filer/USAddress/AddressLine1Txt01122 MERIDIAN AVE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770560928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tim Kehl CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 S Bascom Ave Ste 1113
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095128
ReturnHeader/PreparerPersonGrp/PhoneNum04089981040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tim Kehl
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-05T15:11:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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