ORANGE COUNTY ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
EIN 95-6093623
What they do
CONFERENCES and SEMINARS to PROVIDE MEMBERS WITH CONTINUING EDUCATION and RELATED INFORMATION.
Should I give to this charity?
This record may have an IRS status problem. Do not give until you verify it.
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 2017The 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 leaders1 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Worth asking: Expenses exceeded revenue by $9,737 this year. Ask whether that was planned or caused by a one-time event.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
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
See all reported dollar amounts
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 (1)
ANISSA GURNEEPRINCIPAL OFFICER
About this charity
- Location
- 65 ENTERPRISE, ALISO VIEJO, CA 92656
- County
- Orange
- In care of
- JERRY PACKER
- Primary officer
- JERRY PACKER, EXECUTIVE DIRECTOR
How to reach them
Filing and classification
- Latest tax year
- 2017
- Tax period began
- July 1, 2016
- Return type
- 990EZ
- Tax preparer
- MONOLITHE TAX & ACCOUNTING SERVICES
- Revocation date
- November 15, 2021