Peninsula Association Of Insurance And Financial Advisors
- Assets
- $54.6k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Clayton, CA
- Founding
- 09/1955
- Data as of
- 06/2017
- EIN
- 94-6102946
Organization Overview
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.
For the year ending 06/2017, Peninsula Association Of Insurance And Financial Advisors generated $32.6k in total revenue. The organization has seen a slow decline revenue. Over the past 3 years, revenues have fallen by an average of (1.5%) each year. All expenses for the organization totaled $41.1k during the year ending 06/2017. As we would expect to see with falling revenues, expenses have declined by (0.3%) per year over the past 3 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2017
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.
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Board, Officers & Key Employees
| 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 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $3,500 |
| Membership dues | $23,092 |
| Investment income | $3 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | -$144 |
| Other Revenue | $6,134 |
| Total Revenue | $32,585 |
| Statement of Expenses | |
|---|---|
| Total expenses | $41,120 |
| Balance Sheet | |
|---|---|
| Total assets | $54,624 |
| Total liabilities | $0 |
| Net assets or fund balances | $54,624 |
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