Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
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.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
Liabilities / Revenue
95th percentile
Higher debt load relative to revenue than 95% of similar nonprofits.
Net Margin
5th percentile
Higher net margin than 5% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
28th percentile
Faster asset growth than 28% of similar nonprofits.
Revenue Growth
8th percentile
Faster revenue growth than 8% of similar nonprofits.
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
Most recent year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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.
| Description | Grants | Expenses |
|---|---|---|
| TO FOSTER SOUND AND LEGITIMATE PRACTICES IN ALL BRANCHES OF THE INSURANCE BUSINESS; TO GIVE TO THE PUBLIC, COMPETENT COUNSEL IN ALL INSURANCE MATTERS. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ALEX ROSENFELD | President | - | $0 | - | - |
| SHERRI BEN-NUN | Vice-Preside | - | $0 | - | - |
| VANESSA CHAUVIE | Secretary-Tr | - | $0 | - | - |
| SIMON ASHEROFF | Immed Past P | - | $0 | - | - |
| MARIAN JOCZ | Exec Directo | - | $0 | - | - |
| RYAN SURINA | Board Of Director | - | $0 | - | - |
| ALON BEN-NUN | Board Of Director | - | $0 | - | - |
| DIANE YAMASHITA | Board Of Director | - | $0 | - | - |
| CARMEN AMIRIAN | Board Of Director | - | $0 | - | - |
| ENID TURNER | Board Of Director | - | $0 | - | - |
“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”
“Deposits 4,156 4,156 total 4,156 4,156”
“DEPOSITS 9,000 9,000”
“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.”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | MARIAN JOCZ |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8189947455 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 16933 PARTHENIA STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | NORTH HILLS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91343 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 150436 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 126220 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 13458 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -24216 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5520 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 154592 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 130376 |
| IRS990EZ/GrossReceiptsAmt | 0 | 13494 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 36 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 145592 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 121376 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 145592 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 121376 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ALEX ROSENFELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SHERRI BEN-NUN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | VANESSA CHAUVIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SIMON ASHEROFF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MARIAN JOCZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | RYAN SURINA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ALON BEN-NUN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | DIANE YAMASHITA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | CARMEN AMIRIAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | ENID TURNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE-PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY-TR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | IMMED PAST P |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | EXEC DIRECTO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD OF DIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD OF DIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | BOARD OF DIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | BOARD OF DIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | BOARD OF DIR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 4156 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4156 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 20190 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO FOSTER SOUND AND LEGITIMATE PRACTICES IN ALL BRANCHES OF THE INSURANCE BUSINESS; TO GIVE TO THE PUBLIC, COMPETENT COUNSEL IN ALL INSURANCE MATTERS. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 12000 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 9000 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 9000 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 37710 |
| IRS990EZ/TotalRevenueAmt | 0 | 13494 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.IBASFV.COM |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DEPOSITS 4,156 4,156 TOTAL 4,156 4,156 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DEPOSITS 9,000 9,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ALEX ROSENFELD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8189947455 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-02-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | INDEPENDENT INSURANCE AGENTS AND |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | BROKERS OF THE SAN FERNANDO VALLEY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INDE |
| ReturnHeader/Filer/EIN | 0 | 952975002 |
| ReturnHeader/Filer/PhoneNum | 0 | 8182208408 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 7365 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MISSION HILLS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 91346 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 954576465 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LANDAU SWARTZ & MCCARTY LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 21300 VICTORY BLVD 420 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WOODLAND HILLS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 913672532 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8187054300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-03-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL J LANDAU CPA |
| ReturnHeader/ReturnTs | 0 | 2022-03-16T16:50:40-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ALEX |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | ROSENFELD |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
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