Civic Intelligence

Insure the Uninsured Project

990 • Fiscal year 2015 • EIN 27-4159194

Apr 01, 2014 to Mar 31, 2015 • Filed on Jan 24, 2016

2444 Wilshire BlvdSanta Monica, CA 90403

(310) 828-0338

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$783,437

Down $480,088 (-38%) from 2014

Net Assets

Down

$760,073

Down $458,854 (-38%) from 2014

Liabilities

Down

$23,364

Down $21,234 (-48%) from 2014

Revenue And Expenses

Revenue

Down

$622,933

Down $733,573 (-54%) from 2014

Expenses

Up

$1,081,787

Up $38,425 (+3.7%) from 2014

Net Income

Down

-$458,854

Down $771,998 (-247%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $92,230Liabilities 2011: $13,710Net Assets 2011: $78,5202011Assets 2012: $1,342,388Liabilities 2012: $12,492Net Assets 2012: $1,329,8962012Assets 2013: $931,410Liabilities 2013: $25,627Net Assets 2013: $905,7832013Assets 2014: $1,263,525Liabilities 2014: $44,598Net Assets 2014: $1,218,9272014Assets 2015: $783,437Liabilities 2015: $23,364Net Assets 2015: $760,0732015Assets 2016: $1,074,537Liabilities 2016: $19,817Net Assets 2016: $1,054,7202016Assets 2017: $906,023Liabilities 2017: $24,813Net Assets 2017: $881,2102017Assets 2018: $1,379,168Liabilities 2018: $45,223Net Assets 2018: $1,333,9452018Assets 2019: $1,342,725Liabilities 2019: $46,662Net Assets 2019: $1,296,0632019Assets 2020: $1,257,020Liabilities 2020: $37,908Net Assets 2020: $1,219,1122020Assets 2021: $1,135,852Liabilities 2021: $177,994Net Assets 2021: $957,8582021Assets 2022: $1,199,622Liabilities 2022: $52,493Net Assets 2022: $1,147,1292022Assets 2023: $1,914,662Liabilities 2023: $70,063Net Assets 2023: $1,844,5992023Assets 2024: $1,335,532Liabilities 2024: $83,374Net Assets 2024: $1,252,1582024Assets 2025: $604,881Liabilities 2025: $80,309Net Assets 2025: $524,5722025

Highlighted filing

2015

Assets$783,437
Liabilities$23,364
Net Assets$760,073

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $262,7962011Expenses 2012: $788,2562012Expenses 2013: $971,1032013Revenue 2014: $1,356,506Expenses 2014: $1,043,362Net Income 2014: $313,1442014Revenue 2015: $622,933Expenses 2015: $1,081,787Net Income 2015: -$458,8542015Revenue 2016: $1,388,346Expenses 2016: $1,093,699Net Income 2016: $294,6472016Revenue 2017: $998,802Expenses 2017: $1,172,312Net Income 2017: -$173,5102017Revenue 2018: $1,687,153Expenses 2018: $1,234,418Net Income 2018: $452,7352018Revenue 2019: $1,186,977Expenses 2019: $1,224,859Net Income 2019: -$37,8822019Revenue 2020: $1,196,473Expenses 2020: $1,273,424Net Income 2020: -$76,9512020Revenue 2021: $757,531Expenses 2021: $1,018,785Net Income 2021: -$261,2542021Revenue 2022: $1,107,399Expenses 2022: $918,128Net Income 2022: $189,2712022Revenue 2023: $1,988,390Expenses 2023: $1,290,920Net Income 2023: $697,4702023Revenue 2024: $691,457Expenses 2024: $1,283,898Net Income 2024: -$592,4412024Revenue 2025: $555,022Expenses 2025: $1,282,608Net Income 2025: -$727,5862025

Highlighted filing

2015

Revenue$622,933
Expenses$1,081,787
Net Income-$458,854
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jan 24, 2016
Return Version
2014v6.0
Gross Receipts
$622,933
Mission and Program Overview

Mission

The mission of ITUP is to promote innovative and workable policy solutions that expand health care access and improve the health of Californians, through policy-focused research and broad-based stakeholder engagement.

ITUP's mission is to increase coverage of California's uninsured through research, analysis and consensus-building on target issues among the state's health leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,241,497$683,407▼ $558,090
Pledges and Grants Receivable$7,500$87,500▲ $80,000
Prepaid Expenses and Deferred Charges$10,717$12,530▲ $1,813
Accounts Receivable$3,811$0▼ $3,811
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,263,525$783,437▼ $480,088
Other Assets Total-$0-
Liabilities
Other Liabilities$42,284$16,546▼ $25,738
Accounts Payable and Accrued Expenses$2,314$6,818▲ $4,504
Total Liabilities$44,598$23,364▼ $21,234
Net Assets / Fund Balance
Unrestricted Net Assets$457,260$477,781▲ $20,521
Temporarily Rstr Net Assets$761,667$282,292▼ $479,375
Total Net Assets Fund Balance$1,218,927$760,073▼ $458,854
Total Liabilities and Net Assets / Fund Balance$1,263,525$783,437▼ $480,088
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lucien WulsinExecutive DirecFT$159,268$159,268

Board Members and Trustees

NameTitle
Howard KahnChairman
Barbara GarciaDirector
John ArensmeyerDirector
Lesley CummingsDirector
Richard ChambersDirector
Sharon LevineDirector
Tangerine M BrighamDirector
Jim LottSecretary
Laura HoganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$503,500
Program Service Revenue
$118,503
Investment Income
$0
Other Revenue
$930
All Other Contributions
$503,500
Change in Net Assets
$-458,854

Audited Revenue Reconciliation

Revenue per Audited Statements
$622,933
Total Revenue per Audited Statements
$622,933
Total Revenue per Form 990
$622,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$766,134
Other Expenses$315,653
Total Fundraising Expense$115,953
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$347,896$42,558$74,290$464,744
Current Officers, Directors, Trustees, and Key Employees$119,451$31,854$7,963$159,268
Other Employee Benefits$72,417$11,530$12,746$96,693
Occupancy$37,613$5,989$6,620$50,222
Payroll Taxes$34,024$5,417$5,988$45,429
All Other Expenses$31,040$1,658$1,832$34,530
Fees for Services Other$23,403--$23,403
Fees for Services Accounting$11,329$4,113$4,546$19,988
Other Expenses$13,024$46$51$13,121
Office Expenses$8,279$1,108$948$10,335
Travel$9,224$378$417$10,019
Insurance$3,140$1,877$552$5,569
Total Functional Expenses$859,306$106,528$115,953$1,081,787

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,094,287
Expenses per Audited Statements$1,081,787
Total Expenses per Form 990$1,081,787
Expenses Not Reported on Form 990$12,500
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employee Benefits Payable$16,546
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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, Line 11B: Form 990 Review Process

Draft form 990 provided to board members via email for review and comment prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

According to ITUP's bylaws, no Director or Officer of ITUP shall be interested, directly or indirectly, in any contract or any other transaction with the entity unless such interests are disclosed in good faith and noted in ITUP's minutes, or such contract is authorized in good faith by a majority of the Board excluding the interested Directors.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

ITUP's Executive Committee reviews the compensation of the Executive Director and any other employees as the committee deems appropriate. Based on its review which includes consideration of comparable salaries at other non-profits, the committee recommends just and reasonable compensation to the Board.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Form 990 available on Guidestar.org or by written request to the organization.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Organization's governing documents and financial statements are available by written request to the organization.

Filing and Contact Details

Filer

Filer Name
Insure the Uninsured Project
EIN
27-4159194
Phone
3108280338
Address
2444 Wilshire Blvd, Santa Monica, CA 90403

Signing Officer

Name
Lucien Wulsin
Title
Executive Director
Signed
2016-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lucien Wulsin
Formed
2010
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
3

Preparer

Firm
Stephanie Zill
Address
PO BOX 36128, LOS ANGELES, CA 90036-0128
Preparer
Stephanie Zill
Phone
2134227373
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012746
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011530
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt072417
IRS990/OtherEmployeeBenefitsGrp/TotalAmt096693
IRS990/OtherExpensesGrp/Desc0Conference Expense
IRS990/OtherExpensesGrp/Desc1Working Groups less InKind
IRS990/OtherExpensesGrp/Desc2Program Expense
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt051
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt046
IRS990/OtherExpensesGrp/ProgramServicesAmt096969
IRS990/OtherExpensesGrp/ProgramServicesAmt135788
IRS990/OtherExpensesGrp/ProgramServicesAmt215709
IRS990/OtherExpensesGrp/ProgramServicesAmt313024
IRS990/OtherExpensesGrp/TotalAmt096969
IRS990/OtherExpensesGrp/TotalAmt135788
IRS990/OtherExpensesGrp/TotalAmt215709
IRS990/OtherExpensesGrp/TotalAmt313121
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt042284
IRS990/OtherLiabilitiesGrp/EOYAmt016546
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Expense Reimbursement
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0930
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0930
IRS990/OtherRevenueTotalAmt0930
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt074290
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042558
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0347896
IRS990/OtherSalariesAndWagesGrp/TotalAmt0464744
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05988
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05417
IRS990/PayrollTaxesGrp/ProgramServicesAmt034024
IRS990/PayrollTaxesGrp/TotalAmt045429
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt087500
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010717
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012530
IRS990/PrincipalOfficerNm0Lucien Wulsin
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Conference Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0118503
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0118503
IRS990/ProgSrvcAccomActy2Grp/Desc0ITUP facilitates nine regional working groups and four statewide issue working groups on topics affecting the state.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt035788
IRS990/ProgSrvcAccomActy3Grp/Desc0ITUP conducts research on the uninsured, producing reports and data on health care, insurance coverage, and health reform. ITUP offers technical assistance and consulting services to clinics, counties, health plans, and other interested parties.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015709
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01270500
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0298447
IRS990/PYOtherRevenueAmt0635
IRS990/PYProgramServiceRevenueAmt085371
IRS990/PYRevenuesLessExpensesAmt0313144
IRS990/PYSalariesCompEmpBnftPaidAmt0744915
IRS990/PYTotalExpensesAmt01043362
IRS990/PYTotalRevenueAmt01356506
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-458854
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0503500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01270500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0474461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01965211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt060000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04273672
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0930
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0635
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0211
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01776
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt04273672
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0503500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01270500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0474461
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01965211
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060000
IRS990ScheduleA/Total509Grp/TotalAmt04273672
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0504430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01271135
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0474461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01965211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060211
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04275448
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesUseFcltsAmt012500
IRS990ScheduleD/ExpensesNotReportedAmt012500
IRS990ScheduleD/ExpensesSubtotalAmt01081787
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016546
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Employee Benefits Payable
IRS990ScheduleD/RevenueSubtotalAmt0622933
IRS990ScheduleD/TotalExpensesPerForm990Amt01081787
IRS990ScheduleD/TotalLiabilityAmt016546
IRS990ScheduleD/TotalRevenuePerForm990Amt0622933
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0622933
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01094287
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.08$0.52$0.56$1.28$0.73
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.08$1.25$0.69$1.28$0.59
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.07$1.84$1.99$1.29$0.70
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.05$1.15$1.11$0.92$0.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.18$0.96$0.76$1.02$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.04$1.22$1.20$1.27$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.05$1.30$1.19$1.22$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.05$1.33$1.69$1.23$0.45
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.02$0.88$1.00$1.17$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.05$1.39$1.09$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.02$0.76$0.62$1.08$0.46
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.04$1.22$1.36$1.04$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.03$0.91$0.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.01$1.33$0.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.01$0.08$0.26