Peninsula Association Of Insurance And Financial Advisors is located in Clayton, CA. The organization was established in 1955. According to its NTEE Classification (B01) the organization is classified as: Alliances & Advocacy, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Peninsula Association Of Insurance And Financial Advisors is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
Describe the Organization's Program Activity:
Part 3
ORGANIZATION CONTINUES TO PROVIDE EDUCATION AND NETWORKING OPPORTUNITIES FOR ITS MEMBERS. ALSO, FUNDRAISERS WERE HELD THAT PROVIDED FUNDS FOR A LOCAL CHARITY.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Leza Cheya Secretary/treas | 2 | $0 | |
Brandon Au President | 2 | $0 | |
Andrew Roberson President-Elect | 2 | $0 | |
Louis Brownstone Director | 2 | $0 | |
Elisha Aharon Past President | 2 | $0 | |
John Bowman Director | 2 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $0 |
Membership dues | $6,037 |
Investment income | $0 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | $0 |
Other Revenue | $0 |
Total Revenue | $6,037 |
Statement of Expenses | |
---|---|
Total expenses | $5,964 |
Balance Sheet | |
---|---|
Total assets | $30,141 |
Total liabilities | $0 |
Net assets or fund balances | $30,141 |