Civic Intelligence

Pacific Claim Executives Association

990 • Fiscal year 2024 • EIN 26-4817528

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 13, 2025

Organization ProfilePACIFICCLAIM.COM
4180 LA Jolla Village Dr 300LA Jolla, CA 92037

(858) 455-1200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

92nd percentile

36%

Higher net margin than 92% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

99th percentile

328%

Faster asset growth than 99% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

24%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$113,833

Up $95,928 (+536%) from 2022

Net Assets

Up

$113,833

Up $95,928 (+536%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin92nd percentile

Revenue

Up

$239,335

Up $120,692 (+102%) from 2022

Expenses

Up

$152,076

Up $7,938 (+5.5%) from 2022

Net Income

Up

$87,259

Up $112,754 (+442%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $95,633Net Assets 2010: $95,6332010Assets 2011: $90,580Net Assets 2011: $90,5802011Assets 2012: $88,072Liabilities 2012: $0Net Assets 2012: $88,0722012Assets 2013: $89,074Liabilities 2013: $0Net Assets 2013: $89,0742013Assets 2014: $68,701Liabilities 2014: $0Net Assets 2014: $68,7012014Assets 2015: $66,200Liabilities 2015: $0Net Assets 2015: $66,2002015Assets 2016: $33,928Liabilities 2016: $0Net Assets 2016: $33,9282016Assets 2017: $56,771Liabilities 2017: $0Net Assets 2017: $56,7712017Assets 2018: $61,862Liabilities 2018: $0Net Assets 2018: $61,8622018Assets 2019: $52,671Liabilities 2019: $0Net Assets 2019: $52,6712019Assets 2020: $51,921Liabilities 2020: $0Net Assets 2020: $51,9212020Assets 2022: $17,905Liabilities 2022: $0Net Assets 2022: $17,9052022Assets 2024: $113,833Liabilities 2024: $0Net Assets 2024: $113,8332024

Highlighted filing

2024

Assets$113,833
Liabilities$0
Net Assets$113,833
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $53,390Expenses 2010: $44,652Net Income 2010: $8,7382010Revenue 2011: $45,358Expenses 2011: $50,411Net Income 2011: -$5,0532011Revenue 2012: $46,283Expenses 2012: $48,791Net Income 2012: -$2,5082012Revenue 2013: $47,447Expenses 2013: $46,445Net Income 2013: $1,0022013Revenue 2014: $43,185Expenses 2014: $63,558Net Income 2014: -$20,3732014Revenue 2015: $41,855Expenses 2015: $44,356Net Income 2015: -$2,5012015Revenue 2016: $49,356Expenses 2016: $81,628Net Income 2016: -$32,2722016Revenue 2017: $86,851Expenses 2017: $64,008Net Income 2017: $22,8432017Revenue 2018: $84,275Expenses 2018: $79,184Net Income 2018: $5,0912018Revenue 2019: $70,893Expenses 2019: $80,084Net Income 2019: -$9,1912019Revenue 2020: $6,461Expenses 2020: $7,211Net Income 2020: -$7502020Revenue 2022: $118,643Expenses 2022: $144,138Net Income 2022: -$25,4952022Revenue 2024: $239,335Expenses 2024: $152,076Net Income 2024: $87,2592024

Highlighted filing

2024

Revenue$239,335
Expenses$152,076
Net Income$87,259
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$239,335
Mission and Program Overview

Mission

Educate and enable the members to review and discuss changes and potential problems in the insurance industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$26,574$113,833▲ $87,259
Cash and Non-Interest-Bearing Accounts$9,069$80,852▲ $71,783
Savings and Temporary Cash Investments$2,505$2,505→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$26,574$113,833▲ $87,259
Other Assets Total$15,000$30,476▲ $15,476
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,574$113,833▲ $87,259
Total Liabilities and Net Assets / Fund Balance$26,574$113,833▲ $87,259

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$30,476--
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Courtney YoungImmediate Past President
Keeley AbbasPresident
Donna RomeroVice President
Zack GordonSecretary
John CampbellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,359
Program Service Revenue
$220,976
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$87,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,076
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$150,095--$150,095
Fees for Services Accounting-$610-$610
Insurance-$520-$520
Other Expenses-$261-$261
Total Functional Expenses$150,095$1,981$0$152,076
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“After review and approval by management, the form 990 is provided to board members for their review before filing.”

Form 990, Part VI, Section B, Line 12C

“Board members sign conflict of interest statement annually.”

Form 990, Part VI, Section C, Line 18

“Documents available through written requests.”

Form 990, Part VI, Section C, Line 19

“All documents available for public inspection upon written requests.”

Filing and Contact Details

Filer

Filer Name
Pacific Claim Executives Association
EIN
26-4817528
Phone
8584551200
Address
4180 LA JOLLA VILLAGE DR 300, LA JOLLA, CA 92037

Signing Officer

Name
John Campbell
Title
Treasurer
Phone
8584551200
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Campbell
Formed
2009
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Lavine Lofgren Morris & Engelberg Llp
Address
4180 LA JOLLA VILLAGE DR STE 300, LA JOLLA, CA 92037
Preparer
Jennifer a Glaser
Phone
8584551200
Raw XML Appendix291 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFTER REVIEW AND APPROVAL BY MANAGEMENT, THE FORM 990 IS PROVIDED TO BOARD MEMBERS FOR THEIR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS SIGN CONFLICT OF INTEREST STATEMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE THROUGH WRITTEN REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUESTS.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LLME
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0264817528
ReturnHeader/Filer/PhoneNum08584551200
ReturnHeader/Filer/USAddress/AddressLine1Txt04180 LA JOLLA VILLAGE DR 300
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330690020
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAVINE LOFGREN MORRIS & ENGELBERG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04180 LA JOLLA VILLAGE DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA JOLLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08584551200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER A GLASER
ReturnHeader/ReturnTs02025-11-17T10:33:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,833
Liabilities
$0
Net assets
$113,833
Revenue
$239,335
Expenses
$152,076
Net income
$87,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$2.39$1.52$0.87
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.19$1.44$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.06$0.07$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.71$0.80$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.84$0.79$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.87$0.64$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.49$0.82$0.32
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.42$0.44$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.43$0.64$0.20
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.47$0.46$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.46$0.49$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.91$0.45$0.50$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.96$0.53$0.45$0.09