Civic Intelligence

Independent Brokers and Agents

990EZ • Fiscal year 2015 • EIN 94-6080130

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profilewww.ibasiliconvalley.com
1626 W Campbell AveCampbell, CA 95008

(408) 688-0700

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

95th percentile

41%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$2,400

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-1.5%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$52,505

Up $8,196 (+18%) from 2014

Net Assets

$52,505

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Down

$20,130

Down $297 (-1.5%) from 2014

Expenses

Down

$11,934

Down $3,145 (-21%) from 2014

Net Income

Up

$8,196

Up $2,848 (+53%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$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

2015

Assets$52,505
Liabilities-
Net Assets$52,505
Open 2015 Filing

Operations Trend

Revenue Growth44th percentile

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

2015

Revenue$20,130
Expenses$11,934
Net Income$8,196
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Gross Receipts
$33,311
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 Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY HICKEYTreasurerPT$2,400-$2,400
JOILENE HAZARDVice President-$0--
DAN LAWPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bocceball Fundraiser/casino Night$18,121$18,121-$18,121
Total Events$18,121$18,121$13,181$4,940
Filing and Contact Details

Filer

Filer Name
Insurance Brokers and Agents
EIN
94-6080130
Phone
4086880700
Address
1626 W CAMPBELL AVE, CAMPBELL, CA 95008

Signing Officer

Name
Terry Harris
Title
Treasurer
Signed
2016-11-15
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 $2031”

Other Expenses.1

“Luncheon & meetings expenses $787”

Other Expenses.2

“AWARDS $448”

Other Expenses.3

“Dues & subscriptions $240”

Other Expenses.4

“TELEPHONE $200”

Other Expenses.5

“BANK CHARGES $113”

Other Expenses.7

“TAXES $10”

Raw XML Appendix122 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/BOYAmt044309
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052505
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08196
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044309
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052505
IRS990EZ/FundraisingGrossIncomeAmt018121
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01560
IRS990EZ/GrossReceiptsAmt033311
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0119
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015071
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044309
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052505
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044309
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052505
IRS990EZ/OccupancyRentUtltsAndMaintAmt03680
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOILENE HAZARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRY HICKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN LAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03829
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/PrintingPublicationsPostageAmt065
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/SpecialEventsDirectExpensesAmt013181
IRS990EZ/SpecialEventsNetIncomeLossAmt04940
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011934
IRS990EZ/TotalRevenueAmt020130
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.ibasiliconvalley.com
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013181
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOCCEBALL FUNDRAISER/CASINO NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018121
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04940
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt013181
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LUNCHEON & MEETINGS EXPENSES $787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AWARDS $448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES & SUBSCRIPTIONS $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TELEPHONE $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAXES $10
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSURANCE BROKERS AND AGENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SILICON VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0INSU
ReturnHeader/Filer/EIN0946080130
ReturnHeader/Filer/PhoneNum04086880700
ReturnHeader/Filer/USAddress/AddressLine1Txt01626 W CAMPBELL AVE
ReturnHeader/Filer/USAddress/CityNm0CAMPBELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095008
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/ReturnTs02016-11-15T08:50:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,505
Liabilities
-
Net assets
$52,505
Revenue
$20,130
Expenses
$11,934
Net income
$8,196
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
2015Detailed filing. Detailed filing data is available for this year.$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