Silicon Valley Assn Of Insurance & Financial Advisors Inc
- Assets
- $39.5k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Clayton, CA
- Founding
- 07/1956
- EIN
- 94-2642817
Organization Overview
Silicon Valley Assn Of Insurance & Financial Advisors Inc is located in Clayton, CA. The organization was established in 1956. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Silicon Valley Assn Of Insurance & Financial Advisors Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending undefined, Silicon Valley Assn Of Insurance & Financial Advisors Inc generated $5.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (36.4%) each year. All expenses for the organization totaled $4.5k during the year ending undefined. As we would expect to see with falling revenues, expenses have declined by (43.2%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
Describe the Organization's Mission:
Part 3 - Line 1
ESTABLISHING RAPPORT BETWEEN MEMBERS OF THE FINANCIAL ADVISORS PROFESSION & KEEPING THE MEMBERS INFORMED OF CHANGES IN THE INDUSTRY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION HOLDS MONTHLY MEETINGS FOR NETWORKING AND EDUCATION; HOLDS AN ANNUAL SALES CONGRESS; AND ATTENDS STATE AND NATIONAL CONFERENCES AND CONVENTIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Travis Hart Membership/board Member | Trustee | 0 | $0 |
Joel Velasquez National Committe Chairper | Trustee | 0 | $0 |
Jonathan Ebrahimoon Yat Co Chair | Trustee | 0 | $0 |
Henry Frazier III Yat/board Member | Trustee | 0 | $0 |
Sophey Tiet Programs/board Member | Trustee | 0 | $0 |
David Izat Secretary/treasurer | Officer | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $5,137 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $5,137 |
| Statement of Expenses | |
|---|---|
| Total expenses | $4,481 |
| Balance Sheet | |
|---|---|
| Total assets | $39,480 |
| Total liabilities | $0 |
| Net assets or fund balances | $39,480 |