INDEPENDENT INSURANCE AGENTS AND BROKERS OF THE SAN FERNANDO VALLEY
EIN 95-2975002 · Mutual & Membership Benefit (Y)
What they do
GUIDED BY DEDICATION to BE THE PUBLICS 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.
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Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkThere may be a problem with its nonprofit status. Check before giving.
Money report from 2021The report may be old. Ask for a newer one.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders10 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
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Worth asking: Expenses exceeded revenue by $24,216 this year. Ask whether that was planned or caused by a one-time event.
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Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
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Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
No compensation was reported for these leaders. The complete board and leadership roster is shown below.
Board and leadership roster (10)
ALEX ROSENFELDPRESIDENT
ALON BEN-NUNBOARD OF DIR
CARMEN AMIRIANBOARD OF DIR
DIANE YAMASHITABOARD OF DIR
ENID TURNERBOARD OF DIR
MARIAN JOCZEXEC DIRECTO
RYAN SURINABOARD OF DIR
SHERRI BEN-NUNVICE-PRESIDE
SIMON ASHEROFFIMMED PAST P
VANESSA CHAUVIESECRETARY-TR
About this charity
- Recognized since
- February 1979
- Location
- P O BOX 7365, MISSION HILLS, CA 91346
- County
- Los Angeles
- In care of
- ALEX ROSENFELD
- Primary officer
- ALEX ROSENFELD, PRESIDENT
How to reach them
Filing and classification
- Latest tax year
- 2021
- Tax period began
- January 1, 2021
- Return type
- 990EZ
- Tax preparer
- LANDAU SWARTZ & MCCARTY LLP
- NTEE classification
- Mutual & Membership Benefit (Y)
- IRS tax category
- Mutual & Membership Benefit
- Revocation date
- May 15, 2025