Civic Intelligence

Independent Insurance Agents And

990EZ • Fiscal year 2016 • EIN 95-2975002

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 21, 2016

P O Box 7365Mission Hills, CA 91346

(818) 994-7455

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

66th percentile

8.6%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$24,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-5.0%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Flat

$150,826

Flat from 2016

Net Assets

$150,826

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$107,952

Flat from 2016

Expenses

Flat

$98,713

Flat from 2016

Net Income

Flat

$9,239

Flat from 2016

Historical Trend

Balance Sheet Trend

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

$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: $150,826Net Assets 2016: $150,8262016Assets 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

2016

Assets$150,826
Liabilities-
Net Assets$150,826

Operations Trend

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

2016

Revenue$107,952
Expenses$98,713
Net Income$9,239
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 21, 2016
Return Version
2016v3.0
Gross Receipts
$107,952
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
MARIAN JOCZExec Directo-$24,000-$24,000
FRED WESTONPresident-$0--
SIMON ASHEROFFVice-Preside-$0--
CHARLES UNDERHILLSecretary-Tr-$0--
ALON BEN-NUNImmed Past P-$0--
CYNTHIA ANDRACHICKBoard Of Director-$0--
ALEX ROSENFELDBoard Of Director-$0--
RICHARD WALKERBoard Of Director-$0--
Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents and
EIN
95-2975002
Phone
8189947455
Address
P O BOX 7365, MISSION HILLS, CA 91346

Signing Officer

Name
Fred Weston
Title
President
Phone
8189947455
Signed
2016-02-21
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 8

Golf tournament 40,405 company appreciation 17,585 yba events 15,715 i day 15,024 installation 6,615 conferences & meetings 1,498 donation 100 total 96,942

Form 990-ez, Part I, Line 16

Expenses office expense 429 conferences and conventions 12,199 insurance 1,916 parking 59 bank fees 1,418 storage 1,394 installation expense 4,575 golf tournament expense 18,004 company appreciation 10,114 post office box rental 200 web design management 1,619 yba events 17,184 philanthropy 1,961 postage 154 telephone 2,186 taxes 5 printing 73 marketing & promotion 213 total 73,703

Form 990-ez, Part II, Line 24

Deposits 600 1,600 total 600 1,600

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 Appendix123 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/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/BOYAmt0140987
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0149226
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010958
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09239
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01010
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0141587
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150826
IRS990EZ/GrossReceiptsAmt0107952
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt052
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0141587
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0150826
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0141587
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0150826
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt424000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRED WESTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SIMON ASHEROFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLES UNDERHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALON BEN-NUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIAN JOCZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CYNTHIA ANDRACHICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALEX ROSENFELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RICHARD WALKER
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/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0600
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01600
IRS990EZ/OtherExpensesTotalAmt073703
IRS990EZ/OtherRevenueTotalAmt096942
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
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098713
IRS990EZ/TotalRevenueAmt0107952
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IBASFV.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOLF TOURNAMENT 40,405 COMPANY APPRECIATION 17,585 YBA EVENTS 15,715 I DAY 15,024 INSTALLATION 6,615 CONFERENCES & MEETINGS 1,498 DONATION 100 TOTAL 96,942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 429 CONFERENCES AND CONVENTIONS 12,199 INSURANCE 1,916 PARKING 59 BANK FEES 1,418 STORAGE 1,394 INSTALLATION EXPENSE 4,575 GOLF TOURNAMENT EXPENSE 18,004 COMPANY APPRECIATION 10,114 POST OFFICE BOX RENTAL 200 WEB DESIGN MANAGEMENT 1,619 YBA EVENTS 17,184 PHILANTHROPY 1,961 POSTAGE 154 TELEPHONE 2,186 TAXES 5 PRINTING 73 MARKETING & PROMOTION 213 TOTAL 73,703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEPOSITS 600 1,600 TOTAL 600 1,600
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 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED WESTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08189947455
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT INSURANCE AGENTS AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BROKERS OF THE SAN FERNANDO VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0952975002
ReturnHeader/Filer/PhoneNum08189947455
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 7365
ReturnHeader/Filer/USAddress/CityNm0MISSION HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091346
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FC0C08E2F89EC16ACE4AD873F5A554B7A2F128BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D208D525DF4D60195E1B8781D0A031F8FADF4FB9
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/PreparationDt02017-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J LANDAU CPA
ReturnHeader/ReturnTs02017-03-17T15:17:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2016Detailed filing. Detailed filing data is available for this year.$1.51$1.51$1.08$0.99$0.09
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