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 |