Civic Intelligence

Combined Claims Conference

990 • Fiscal year 2024 • EIN 33-0559902

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 03, 2025

Organization ProfileCOMBINEDCLAIMS.COM
1540 River Park Drive 211Sacramento, CA 95815

(916) 634-4205

Siviq Scores

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

Liabilities / Assets

75th percentile

0.13x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.05x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

7th percentile

-48%

Higher net margin than 7% 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

6th percentile

-53%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

86th percentile

37%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$162,594

Down $181,676 (-53%) from 2023

Net Assets

Down

$142,135

Down $202,135 (-59%) from 2023

Liabilities

Up

$20,459

Up $20,459 from 2023

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin7th percentile

Revenue

Up

$423,453

Up $115,413 (+37%) from 2023

Expenses

Up

$625,588

Up $211,751 (+51%) from 2023

Net Income

Down

-$202,135

Down $96,338 (-91%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$600K$400K$200K$0Assets 2015: $364,602Liabilities 2015: $129,620Net Assets 2015: $234,9822015Assets 2016: $425,062Liabilities 2016: $129,783Net Assets 2016: $295,2792016Assets 2017: $340,084Liabilities 2017: $4,745Net Assets 2017: $335,3392017Assets 2018: $377,495Liabilities 2018: $15,791Net Assets 2018: $361,7042018Assets 2019: $350,278Liabilities 2019: $21,385Net Assets 2019: $328,8932019Assets 2020: $324,181Liabilities 2020: $27,980Net Assets 2020: $296,2012020Assets 2021: $464,654Liabilities 2021: $14,274Net Assets 2021: $450,3802021Assets 2022: $450,067Liabilities 2022: $0Net Assets 2022: $450,0672022Assets 2023: $344,270Liabilities 2023: $0Net Assets 2023: $344,2702023Assets 2024: $162,594Liabilities 2024: $20,459Net Assets 2024: $142,1352024Assets 2025: $126,401Liabilities 2025: $0Net Assets 2025: $126,4012025

Highlighted filing

2024

Assets$162,594
Liabilities$20,459
Net Assets$142,135
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $302,767Expenses 2015: $265,551Net Income 2015: $37,2162015Revenue 2016: $357,307Expenses 2016: $297,010Net Income 2016: $60,2972016Revenue 2017: $328,881Expenses 2017: $288,821Net Income 2017: $40,0602017Revenue 2018: $314,145Expenses 2018: $287,780Net Income 2018: $26,3652018Revenue 2019: $313,880Expenses 2019: $346,691Net Income 2019: -$32,8112019Revenue 2020: $318,647Expenses 2020: $351,339Net Income 2020: -$32,6922020Revenue 2021: $247,845Expenses 2021: $93,666Net Income 2021: $154,1792021Revenue 2022: $327,685Expenses 2022: $327,998Net Income 2022: -$3132022Revenue 2023: $308,040Expenses 2023: $413,837Net Income 2023: -$105,7972023Revenue 2024: $423,453Expenses 2024: $625,588Net Income 2024: -$202,1352024Revenue 2025: $343,216Expenses 2025: $358,950Net Income 2025: -$15,7342025

Highlighted filing

2024

Revenue$423,453
Expenses$625,588
Net Income-$202,135
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 3, 2025
Return Version
2023v6.0
Gross Receipts
$423,453
Mission and Program Overview

Mission

To sponsor and organize educational seminars for insurance industry and related personnel.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$187,658$0▼ $187,658
Savings and Temporary Cash Investments$156,612$156,437▼ $175
Prepaid Expenses and Deferred Charges-$6,157-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$344,270$162,594▼ $181,676
Other Assets Total-$0-
Liabilities
Deferred Revenue-$10,500-
Accounts Payable and Accrued Expenses-$9,959-
Total Liabilities$0$20,459▲ $20,459
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$344,270$142,135▼ $202,135
Total Net Assets Fund Balance$344,270$142,135▼ $202,135
Total Liabilities and Net Assets / Fund Balance$344,270$162,594▼ $181,676
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Dawnde PencePresident
Carol McdonaldVice President
Linda Doi-scheidVice President
Bill KingDirector
Brian MossDirector
Cara CalhounDirector
Juliet SchadeDirector
Kelli AndersonDirector
Samantha MorganDirector
Kelly KyleSecretary
Michael LambTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$423,453
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-202,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$625,588
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
All Other Expenses$112,691--$112,691
Fees for Services Other$57,000--$57,000
Other Expenses$28,874--$28,874
Insurance$3,932--$3,932
Information Technology$1,256--$1,256
Fees for Services Accounting-$825-$825
Office Expenses-$130-$130
Total Functional Expenses$624,633$955$0$625,588
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has engaged mcdonald association management to perform management and meeting planning activities.”

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

“Form 990 will be distributed to and reviewed by the organization's governing board.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Combined Claims Conference
EIN
33-0559902
Phone
9166344205
Address
1540 RIVER PARK DRIVE 211, SACRAMENTO, CA 95815

Signing Officer

Name
Jenifer Mcdonald
Title
Account Manager
Signed
2025-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawnde Pence
Formed
1993
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
MMRS Accountancy Corporation
Address
460 Drake Circle, Sacramento, CA 95864
Preparer
Jonathan Strawn
Phone
9164970676
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“CONFERENCE - DESIGN SVCS: Column (A) - Total = $23031; Column (B) - Program Services = $23031; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CONFERENCE - GIFTS & PRIZES: Column (A) - Total = $13385; Column (B) - Program Services = $13385; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CONFERENCE - GOLF, GREEN FEES: Column (A) - Total = $22642; Column (B) - Program Services = $22642; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CONFERENCE - OTHER: Column (A) - Total = $27124; Column (B) - Program Services = $27124; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CONFERENCE - REGISTRATION: Column (A) - Total = $12161; Column (B) - Program Services = $12161; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CONFERENCE - SPEAKER: Column (A) - Total = $2300; Column (B) - Program Services = $2300; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CREDIT CARD FEES: Column (A) - Total = $12048; Column (B) - Program Services = $12048; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Raw XML Appendix381 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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IRS990/OtherExpensesGrp/ProgramServicesAmt195427
IRS990/OtherExpensesGrp/ProgramServicesAmt251733
IRS990/OtherExpensesGrp/ProgramServicesAmt328874
IRS990/OtherExpensesGrp/TotalAmt0273720
IRS990/OtherExpensesGrp/TotalAmt195427
IRS990/OtherExpensesGrp/TotalAmt251733
IRS990/OtherExpensesGrp/TotalAmt328874
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06157
IRS990/PrincipalOfficerNm0DAWNDE PENCE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0524298
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0423453
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0423453
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0413837
IRS990/PYProgramServiceRevenueAmt0308040
IRS990/PYRevenuesLessExpensesAmt0-105797
IRS990/PYTotalExpensesAmt0413837
IRS990/PYTotalRevenueAmt0308040
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-202135
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0156612
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0156437
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ENGAGED MCDONALD ASSOCIATION MANAGEMENT TO PERFORM MANAGEMENT AND MEETING PLANNING ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WILL BE DISTRIBUTED TO AND REVIEWED BY THE ORGANIZATION'S GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCE - DESIGN SVCS: Column (A) - Total = $23031; Column (B) - Program Services = $23031; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFERENCE - GIFTS & PRIZES: Column (A) - Total = $13385; Column (B) - Program Services = $13385; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONFERENCE - GOLF, GREEN FEES: Column (A) - Total = $22642; Column (B) - Program Services = $22642; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONFERENCE - OTHER: Column (A) - Total = $27124; Column (B) - Program Services = $27124; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONFERENCE - REGISTRATION: Column (A) - Total = $12161; Column (B) - Program Services = $12161; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CONFERENCE - SPEAKER: Column (A) - Total = $2300; Column (B) - Program Services = $2300; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CREDIT CARD FEES: Column (A) - Total = $12048; Column (B) - Program Services = $12048; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0344270
IRS990/TotalAssetsEOYAmt0162594
IRS990/TotalAssetsGrp/BOYAmt0344270
IRS990/TotalAssetsGrp/EOYAmt0162594
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0955
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0624633
IRS990/TotalFunctionalExpensesGrp/TotalAmt0625588
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt020459
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt020459
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0344270
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0142135
IRS990/TotalProgramServiceRevenueAmt0423453
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0423453
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0423453
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0344270
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0162594
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01540 RIVER PARK DRIVE 211
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095815
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0COMBINEDCLAIMS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENIFER MCDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ACCOUNT MANAGER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMBINED CLAIMS CONFERENCE
ReturnHeader/Filer/BusinessNameControlTxt0COMB
ReturnHeader/Filer/EIN0330559902
ReturnHeader/Filer/PhoneNum09166344205
ReturnHeader/Filer/USAddress/AddressLine1Txt01540 RIVER PARK DRIVE 211
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095815
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934797806
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MMRS Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0460 Drake Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095864
ReturnHeader/PreparerPersonGrp/PhoneNum09164970676
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan Strawn
ReturnHeader/ReturnTs02025-03-03T19:59:23-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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
$162,594
Liabilities
$20,459
Net assets
$142,135
Revenue
$423,453
Expenses
$625,588
Net income
-$202,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$3.43$3.59$0.16
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.20$1.42$4.23$6.26$2.02
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$3.08$4.14$1.06
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$3.28$3.28$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.65$0.14$4.50$2.48$0.94$1.54
2020Detailed filing. Detailed filing data is available for this year.$3.24$0.28$2.96$3.19$3.51$0.33
2019Detailed filing. Detailed filing data is available for this year.$3.50$0.21$3.29$3.14$3.47$0.33
2018Detailed filing. Detailed filing data is available for this year.$3.77$0.16$3.62$3.14$2.88$0.26
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.05$3.35$3.29$2.89$0.40
2016Detailed filing. Detailed filing data is available for this year.$4.25$1.30$2.95$3.57$2.97$0.60
2015Detailed filing. Detailed filing data is available for this year.$3.65$1.30$2.35$3.03$2.66$0.37