Civic Intelligence

Independent Insurance Agts & Brkrs Asso of San Fernando Valley Inc

EIN 95-2975002 • 501(c)6 • Mission Hills, CA

Profile

Guided by dedication to be the public's unrelenting legislative, judicial, regulatory and industry advocate; to provide access to products, services and education which enhance the ability to sell and serve customers; to vigorously promote the value of their professional services; to further integrity and excellence in business practices; to assist members to prosper in the face of dynamic change and challenges within the integrated financial services industry; to provide financial and volunteer support that will allow the invest program to provide education about the insurance industry and its diverse careers, to engourage the development of trained insurance professional and to create educated insurance consumers; to help prepetuate the growth of the young agents who are the future of this industry; and, to provide financial and volunteer support to the local community organizations.

P O Box 7365Mission Hills, CA 91346

www.ibasfv.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.07x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

0.67x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

5th percentile

-179%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

28th percentile

-16%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

8th percentile

-63%

Faster revenue growth than 8% of similar nonprofits.

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

Assets

Down

$130,376

Down $24,216 (-16%) from 2020

Liabilities

Flat

$9,000

Flat from 2020

Net Assets

$121,376

No earlier filing loaded for comparison.

Revenue

Down

$13,494

Down $22,751 (-63%) from 2020

Expenses

Up

$37,710

Up $228 (+0.6%) from 2020

Net Income

Down

-$24,216

Down $22,979 (-1858%) from 2020

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $99,829Liabilities 2010: $5,000Net Assets 2010: $94,8292010Assets 2011: $112,544Liabilities 2011: $17,289Net Assets 2011: $95,2552011Assets 2012: $107,461Liabilities 2012: $397Net Assets 2012: $107,0642012Assets 2013: $118,464Liabilities 2013: $100Net Assets 2013: $118,3642013Assets 2014: $126,255Liabilities 2014: $3,000Net Assets 2014: $123,2552014Assets 2015: $141,587Net Assets 2015: $141,5872015Assets 2016: $150,826Liabilities 2016: $02016Assets 2017: $167,675Liabilities 2017: $9,000Net Assets 2017: $158,6752017Assets 2018: $158,188Net Assets 2018: $158,1882018Assets 2019: $146,829Net Assets 2019: $146,8292019Assets 2020: $154,592Liabilities 2020: $9,0002020Assets 2021: $130,376Liabilities 2021: $9,000Net Assets 2021: $121,3762021

Highlighted filing

2021

Assets$130,376
Liabilities$9,000
Net Assets$121,376

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $101,086Expenses 2010: $100,427Net Income 2010: $6592010Revenue 2011: $104,249Expenses 2011: $103,823Net Income 2011: $4262011Revenue 2012: $86,853Expenses 2012: $89,044Net Income 2012: -$2,1912012Revenue 2013: $96,258Expenses 2013: $84,958Net Income 2013: $11,3002013Revenue 2014: $101,871Expenses 2014: $96,980Net Income 2014: $4,8912014Revenue 2015: $113,596Expenses 2015: $95,264Net Income 2015: $18,3322015Revenue 2016: $107,952Expenses 2016: $98,713Net Income 2016: $9,2392016Revenue 2017: $113,945Expenses 2017: $106,096Net Income 2017: $7,8492017Revenue 2018: $113,650Expenses 2018: $116,232Net Income 2018: -$2,5822018Revenue 2019: $101,513Expenses 2019: $112,872Net Income 2019: -$11,3592019Revenue 2020: $36,245Expenses 2020: $37,482Net Income 2020: -$1,2372020Revenue 2021: $13,494Expenses 2021: $37,710Net Income 2021: -$24,2162021

Highlighted filing

2021

Revenue$13,494
Expenses$37,710
Net Income-$24,216

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.09$1.21$0.13$0.38$0.24
2020Summary only. Only limited summary data is available for this year.$1.55$0.09$0.36$0.37$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$1.47$1.02$1.13$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$1.58$1.14$1.16$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.09$1.59$1.14$1.06$0.08
2016Summary only. Only limited summary data is available for this year.$1.51$0.00$1.08$0.99$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$1.42$1.14$0.95$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.03$1.23$1.02$0.97$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.96$0.85$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.87$0.89$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.17$0.95$1.04$1.04$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.05$0.95$1.01$1.00$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 14, 2022
Return Version
2021v4.0
Gross Receipts
$13,494
Mission and Program Overview

Mission

Guided by dedication to be the public's unrelenting legislative, judicial, regulatory and industry advocate; to provide access to products, services and education which enhance the ability to sell and serve customers; to vigorously promote the value of their professional services; to further integrity and excellence in business practices; to assist members to prosper in the face of dynamic change and challenges within the integrated financial services industry; to provide financial and volunteer support that will allow the invest program to provide education about the insurance industry and its diverse careers, to engourage the development of trained insurance professional and to create educated insurance consumers; to help prepetuate the growth of the young agents who are the future of this industry; and, to provide financial and volunteer support to the local community organizations.

Program Services

DescriptionGrantsExpenses
TO FOSTER SOUND AND LEGITIMATE PRACTICES IN ALL BRANCHES OF THE INSURANCE BUSINESS; TO GIVE TO THE PUBLIC, COMPETENT COUNSEL IN ALL INSURANCE MATTERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEX ROSENFELDPresident-$0--
SHERRI BEN-NUNVice-Preside-$0--
VANESSA CHAUVIESecretary-Tr-$0--
SIMON ASHEROFFImmed Past P-$0--
MARIAN JOCZExec Directo-$0--
RYAN SURINABoard Of Director-$0--
ALON BEN-NUNBoard Of Director-$0--
DIANE YAMASHITABoard Of Director-$0--
CARMEN AMIRIANBoard Of Director-$0--
ENID TURNERBoard Of Director-$0--
Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents and
EIN
95-2975002
Phone
8182208408
Address
P O BOX 7365, MISSION HILLS, CA 91346

Signing Officer

Name
Alex Rosenfeld
Title
President
Phone
8189947455
Signed
2022-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Landau Swartz & Mccarty Llp
Address
21300 VICTORY BLVD 420, WOODLAND HILLS, CA 91367-2532
Preparer
Michael J Landau CPA
Phone
8187054300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 140 office 80 conferences/meetings 661 interest 72 insurance 2,005 bank fees 516 board meeting expense 2,187 golf tournament expense 8,785 member events 155 philanthropy 600 post office box rental 246 postage 4 storage 1,620 taxes 25 telephone 2,698 web design management 396 total 20,190

Form 990-ez, Part II, Line 24

Deposits 4,156 4,156 total 4,156 4,156

Form 990-ez, Part II, Line 26

DEPOSITS 9,000 9,000

Form 990-ez, Part III

Guided by dedication to be the public's unrelenting legislative, judicial, regulatory and industry advocate; to provide access to products, services and education which enhance the ability to sell and serve customers; to vigorously promote the value of their professional services; to further integrity and excellence in business practices; to assist members to prosper in the face of dynamic change and challenges within the integrated financial services industry; to provide financial and volunteer support that will allow the invest program to provide education about the insurance industry and its diverse careers, to engourage the development of trained insurance professional and to create educated insurance consumers; to help prepetuate the growth of the young agents who are the future of this industry; and, to provide financial and volunteer support to the local community organizations.

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MARIAN JOCZ
IRS990EZ/BooksInCareOfDetail/PhoneNum08189947455
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016933 PARTHENIA STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091343
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0150436
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IRS990EZ/ContributionsGiftsGrantsEtcAmt013458
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IRS990EZ/ExcessOrDeficitForYearAmt0-24216
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05520
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0145592
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0121376
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0145592
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0121376
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEX ROSENFELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERRI BEN-NUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VANESSA CHAUVIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SIMON ASHEROFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIAN JOCZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RYAN SURINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALON BEN-NUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DIANE YAMASHITA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CARMEN AMIRIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ENID TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY-TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IMMED PAST P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXEC DIRECTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD OF DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD OF DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD OF DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD OF DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD OF DIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04156
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04156
IRS990EZ/OtherExpensesTotalAmt020190
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GUIDED BY DEDICATION TO BE THE PUBLIC'S UNRELENTING LEGISLATIVE, JUDICIAL, REGULATORY AND INDUSTRY ADVOCATE; TO PROVIDE ACCESS TO PRODUCTS, SERVICES AND EDUCATION WHICH ENHANCE THE ABILITY TO SELL AND SERVE CUSTOMERS; TO VIGOROUSLY PROMOTE THE VALUE OF THEIR PROFESSIONAL SERVICES; TO FURTHER INTEGRITY AND EXCELLENCE IN BUSINESS PRACTICES; TO ASSIST MEMBERS TO PROSPER IN THE FACE OF DYNAMIC CHANGE AND CHALLENGES WITHIN THE INTEGRATED FINANCIAL SERVICES INDUSTRY; TO PROVIDE FINANCIAL AND VOLUNTEER SUPPORT THAT WILL ALLOW THE INVEST PROGRAM TO PROVIDE EDUCATION ABOUT THE INSURANCE INDUSTRY AND ITS DIVERSE CAREERS, TO ENGOURAGE THE DEVELOPMENT OF TRAINED INSURANCE PROFESSIONAL AND TO CREATE EDUCATED INSURANCE CONSUMERS; TO HELP PREPETUATE THE GROWTH OF THE YOUNG AGENTS WHO ARE THE FUTURE OF THIS INDUSTRY; AND, TO PROVIDE FINANCIAL AND VOLUNTEER SUPPORT TO THE LOCAL COMMUNITY ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO FOSTER SOUND AND LEGITIMATE PRACTICES IN ALL BRANCHES OF THE INSURANCE BUSINESS; TO GIVE TO THE PUBLIC, COMPETENT COUNSEL IN ALL INSURANCE MATTERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt012000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt013494
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IBASFV.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 140 OFFICE 80 CONFERENCES/MEETINGS 661 INTEREST 72 INSURANCE 2,005 BANK FEES 516 BOARD MEETING EXPENSE 2,187 GOLF TOURNAMENT EXPENSE 8,785 MEMBER EVENTS 155 PHILANTHROPY 600 POST OFFICE BOX RENTAL 246 POSTAGE 4 STORAGE 1,620 TAXES 25 TELEPHONE 2,698 WEB DESIGN MANAGEMENT 396 TOTAL 20,190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPOSITS 4,156 4,156 TOTAL 4,156 4,156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEPOSITS 9,000 9,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GUIDED BY DEDICATION TO BE THE PUBLIC'S UNRELENTING LEGISLATIVE, JUDICIAL, REGULATORY AND INDUSTRY ADVOCATE; TO PROVIDE ACCESS TO PRODUCTS, SERVICES AND EDUCATION WHICH ENHANCE THE ABILITY TO SELL AND SERVE CUSTOMERS; TO VIGOROUSLY PROMOTE THE VALUE OF THEIR PROFESSIONAL SERVICES; TO FURTHER INTEGRITY AND EXCELLENCE IN BUSINESS PRACTICES; TO ASSIST MEMBERS TO PROSPER IN THE FACE OF DYNAMIC CHANGE AND CHALLENGES WITHIN THE INTEGRATED FINANCIAL SERVICES INDUSTRY; TO PROVIDE FINANCIAL AND VOLUNTEER SUPPORT THAT WILL ALLOW THE INVEST PROGRAM TO PROVIDE EDUCATION ABOUT THE INSURANCE INDUSTRY AND ITS DIVERSE CAREERS, TO ENGOURAGE THE DEVELOPMENT OF TRAINED INSURANCE PROFESSIONAL AND TO CREATE EDUCATED INSURANCE CONSUMERS; TO HELP PREPETUATE THE GROWTH OF THE YOUNG AGENTS WHO ARE THE FUTURE OF THIS INDUSTRY; AND, TO PROVIDE FINANCIAL AND VOLUNTEER SUPPORT TO THE LOCAL COMMUNITY ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEX ROSENFELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08189947455
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT INSURANCE AGENTS AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BROKERS OF THE SAN FERNANDO VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0952975002
ReturnHeader/Filer/PhoneNum08182208408
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 7365
ReturnHeader/Filer/USAddress/CityNm0MISSION HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091346
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954576465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANDAU SWARTZ & MCCARTY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021300 VICTORY BLVD 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913672532
ReturnHeader/PreparerPersonGrp/PhoneNum08187054300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J LANDAU CPA
ReturnHeader/ReturnTs02022-03-16T16:50:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALEX
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSENFELD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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