Civic Intelligence

Independent Brokers and Agents

990EZ • Fiscal year 2020 • EIN 94-6080130

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 15, 2021

1122 Meridian AveSan Jose, CA 95125

(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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

61st percentile

9.6%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

71st percentile

$2,400

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 23.2% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

51st percentile

3.1%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

-16%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$32,751

Up $998 (+3.1%) from 2019

Net Assets

Up

$32,751

Up $998 (+3.1%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$10,353

Down $1,989 (-16%) from 2019

Expenses

Down

$9,355

Down $9,862 (-51%) from 2019

Net Income

Up

$998

Up $7,873 (+115%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$32,751
Liabilities-
Net Assets$32,751

Operations Trend

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

2020

Revenue$10,353
Expenses$9,355
Net Income$998
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 15, 2021
Return Version
2020v4.0
Gross Receipts
$10,353
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY HICKEYTreasurerPT$2,400-$2,400
JESSICA BORJA-CHAVEZPresident-$0--
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
2021-09-15
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 $2356

Other Expenses.1

GIFTS/SCHOLARSHIPD $1000

Other Expenses.2

Dues & subscriptions $483

Other Expenses.3

BANK CHARGES $116

Raw XML Appendix107 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/BOYAmt031753
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032751
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0998
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031753
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032751
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt010353
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010335
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031753
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032751
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031753
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032751
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA BORJA-CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRY HICKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03955
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/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09355
IRS990EZ/TotalRevenueAmt010353
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.ibasiliconvalley.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GIFTS/SCHOLARSHIPD $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES & SUBSCRIPTIONS $483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES $116
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-15
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/ReturnTs02021-09-15T12:58:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARRIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings