Civic Intelligence

Self-Insurers' Security Fund

990 • Fiscal year 2011 • EIN 68-0049924

Jul 01, 2010 to Jun 30, 2011 • Filed on Apr 18, 2012

Organization ProfileWWW.SECURITYFUND.ORG

View Organization Page

100 Pringle Avenue94596
Siviq Scores

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

Liabilities / Assets

79th percentile

0.84x

Higher debt load relative to assets than 79% of similar nonprofits.

2011 filings • $250M-$1B nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

96th percentile

38%

Faster asset growth than 96% of similar nonprofits.

2011 filings • $250M-$1B nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$382,315,477

Up $105,857,803 (+38%) from 2010

Net Assets

Down

$62,090,227

Down $88,716,118 (-59%) from 2010

Liabilities

Up

$320,225,250

Up $194,573,921 (+155%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$213,614,637

Up $169,391,936 (+383%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$1.0B$500M$0Assets 2010: $276,457,674Liabilities 2010: $125,651,329Net Assets 2010: $150,806,3452010Assets 2011: $382,315,477Liabilities 2011: $320,225,250Net Assets 2011: $62,090,2272011Assets 2012: $368,235,198Liabilities 2012: $250,727,962Net Assets 2012: $117,507,2362012Assets 2013: $486,523,335Liabilities 2013: $369,010,311Net Assets 2013: $117,513,0242013Assets 2014: $484,384,283Liabilities 2014: $275,955,327Net Assets 2014: $208,428,9562014Assets 2015: $459,451,758Liabilities 2015: $214,604,040Net Assets 2015: $244,847,7182015Assets 2016: $486,132,958Liabilities 2016: $200,908,133Net Assets 2016: $285,224,8252016Assets 2017: $507,864,413Liabilities 2017: $136,118,882Net Assets 2017: $371,745,5312017Assets 2018: $543,054,642Liabilities 2018: $107,572,140Net Assets 2018: $435,482,5022018Assets 2019: $594,777,287Liabilities 2019: $91,118,446Net Assets 2019: $503,658,8412019Assets 2020: $621,157,766Liabilities 2020: $78,038,004Net Assets 2020: $543,119,7622020Assets 2021: $783,094,519Liabilities 2021: $79,121,274Net Assets 2021: $703,973,2452021Assets 2022: $692,448,736Liabilities 2022: $65,147,681Net Assets 2022: $627,301,0552022Assets 2023: $746,398,766Liabilities 2023: $54,939,039Net Assets 2023: $691,459,7272023Assets 2024: $855,452,206Liabilities 2024: $94,129,588Net Assets 2024: $761,322,6182024

Highlighted filing

2011

Assets$382,315,477
Liabilities$320,225,250
Net Assets$62,090,227
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300M$200M$100M$0-$100MExpenses 2010: $44,222,7012010Expenses 2011: $213,614,6372011Expenses 2012: $616,9052012Expenses 2013: $165,130,1502013Revenue 2014: $58,070,012Expenses 2014: -$16,223,283Net Income 2014: $74,293,2952014Revenue 2015: $71,840,714Expenses 2015: $18,729,012Net Income 2015: $53,111,7022015Revenue 2016: $81,377,479Expenses 2016: $37,105,501Net Income 2016: $44,271,9782016Revenue 2017: $99,799,642Expenses 2017: -$6,142,584Net Income 2017: $105,942,2262017Revenue 2018: $64,252,501Expenses 2018: $11,297,212Net Income 2018: $52,955,2892018Revenue 2019: $65,844,772Expenses 2019: $12,398,561Net Income 2019: $53,446,2112019Revenue 2020: $33,657,217Expenses 2020: $9,158,182Net Income 2020: $24,499,0352020Revenue 2021: $73,239,633Expenses 2021: $16,219,243Net Income 2021: $57,020,3902021Revenue 2022: $58,713,916Expenses 2022: $7,322,616Net Income 2022: $51,391,3002022Revenue 2023: $30,148,061Expenses 2023: $5,474,810Net Income 2023: $24,673,2512023Revenue 2024: $76,613,039Expenses 2024: $54,236,411Net Income 2024: $22,376,6282024

Highlighted filing

2011

Revenue-
Expenses$213,614,637
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Apr 18, 2012
Return Version
2010v3.7
Gross Receipts
$199,109,830
Mission and Program Overview

Mission

To provide continuity of workers' compensation benefits to injured workers of insolvent, private self-insured companies at the lowest overall long-term cost, equitably distributed to the self-insurance community.

Major Activities

Activity 2
Security deposits and recoveries - sisf receives revenue from surety bonds and deposits when the organization assumes, as stipulated in the labor code, the responsibility to administer the funds necessary to pay workers' compensation obligations against an insolvent self-insurer.
Filing and Contact Details

Filer

EIN
68-0049924
Raw XML AppendixShowing 400 of 473 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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IRS990ScheduleJ/SupplementalNonqualRetirePlan0false
IRS990ScheduleO/GeneralExplanation/Explanation0TO PROVIDE CONTINUITY OF WORKERS' COMPENSATION BENEFITS TO INJURED WORKERS OF INSOLVENT, PRIVATE SELF-INSURED COMPANIES AT THE LOWEST OVERALL LONG-TERM COST, EQUITABLY DISTRIBUTED TO THE SELF-INSURANCE COMMUNITY.
IRS990ScheduleO/GeneralExplanation/Explanation1ALL PRIVATE SELF-INSURERS, AS DEFINED BY THE LABOR CODE, ARE MEMBERS OF THE FUND AS A CONDITION OF THEIR AUTHORITY TO INDIVIDUALLY SELF-INSURE THEIR WORKERS' COMPENSATION LIABILITIES IN THE STATE OF CALIFORNIA. THERE ARE NO SEPARATE CLASSES OF MEMBERSHIP.
IRS990ScheduleO/GeneralExplanation/Explanation2MEMBERS MAY NOMINATE QUALIFIED INDIVIDUALS FOR ELECTION TO THE BOARD OF TRUSTEES, VOTE IN CONNECTION WITH SAID ELECTIONS, AND PARTICIPATE IN MEMBER MEETINGS.
IRS990ScheduleO/GeneralExplanation/Explanation3THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation4(A)E.D. HAS TO FOLLOW THE EXECUTIVE LIMITATIONS AND THE EMPLOYMENT HANDBOOK HAS A SECTION ENTITLED "CONFLICT OF INTEREST". (B) THE E.D. REQUIRES SERVICE PROVIDERS TO AFFIRM IN WRITING THAT THERE ARE NO CONFLICTS ANNUALLY. (C) FROM TIME TO TIME, THE FUND REQUIRED THAT TRUSTEES AND COMMITTEE MEMBERS CONFIRM THE ABSENCE OF ANY CONFLICTS.
IRS990ScheduleO/GeneralExplanation/Explanation5THE BOARD OF TRUSTEES WORKS WITH INDEPENDENT ADVISORS AND CONSULTANTS TO DETERMINE THE APPROPRIATE LEVELS OF COMPENSATION AND EMPLOYEE BENEFITS FOR ITS MANAGEMENT AND ADMINISTRATIVE EMPLOYEES. THESE CONSULTANTS CONSIST OF INDIVIDUALS, INCLUDING ATTORNEYS AND PERSONNEL CONSULTING FIRMS THAT HAVE EXPERTISE IN PERSONNEL LABOR LAW AS WELL AS EXPERIENCE IN RECRUITMENT AND STUDIES REGARDING RECRUITMENT, STAFFING, SALARY AND BENEFITS FOR COMPARATIVE ORGANIZATIONS. WRITTEN FINDINGS AND RECOMMENDATIONS, AS WELL AS ORAL PRESENTATIONS BY SUCH CONSULTANTS, ARE DEEMED CONFIDENTIAL AND ARE USED EXCLUSIVELY BY THE BOARD AS IT SEES FIT.
IRS990ScheduleO/GeneralExplanation/Explanation6THE FUND POSTS ITS ANNUAL FINANCIAL REPORT AND INDEPENDENT AUDIT ON ITS WEBSITE. THE FUND'S BYLAWS ARE AVAILABLE TO MEMBERS UPON REQUEST. THE FUND DOES NOT PRESENTLY HAVE A FORMAL CONFLICT OF INTEREST POLICY, BUT SERVICE PROVIDERS ARE REQUIRED FROM TIME TO TIME TO AFFIRM IN WRITING THAT THERE ARE NO CONFLICTS.
IRS990ScheduleO/GeneralExplanation/Explanation7OTHER CHANGES IN NET ASSETS OR FUND BALANCES: NET UNREALIZED GAIN ON INVESTMENTS.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION A, LINE 6:
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990, PART VI, SECTION A, LINE 7A:
IRS990ScheduleO/GeneralExplanation/Identifier3FORM 990, PART VI, SECTION B, LINE 11:
IRS990ScheduleO/GeneralExplanation/Identifier4FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/GeneralExplanation/Identifier5FORM 990, PART VI, SECTION B, LINE 15:
IRS990ScheduleO/GeneralExplanation/Identifier6FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/GeneralExplanation/Identifier7FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/TemporarilyRestrictedNetAssets/BOY0151185080
IRS990/TemporarilyRestrictedNetAssets/EOY0135184467
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10100 PRINGLE AVENUE 525
IRS990/TheBooksAreInCareOf/AddressUS/City0WALNUT CREEK
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0945967368
IRS990/TheBooksAreInCareOf/NamePerson0JEFF PETTEGREW
IRS990/TheBooksAreInCareOf/TelephoneNumber09256271301

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$382,315,477
Liabilities
$320,225,250
Net assets
$62,090,227
Revenue
-
Expenses
$213,614,637
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$855$94.1$761$76.6$54.2$22.4
2023Detailed filing. Detailed filing data is available for this year.$746$54.9$691$30.1$5.47$24.7
2022Detailed filing. Detailed filing data is available for this year.$692$65.1$627$58.7$7.32$51.4
2021Detailed filing. Detailed filing data is available for this year.$783$79.1$704$73.2$16.2$57.0
2020Detailed filing. Detailed filing data is available for this year.$621$78.0$543$33.7$9.16$24.5
2019Detailed filing. Detailed filing data is available for this year.$595$91.1$504$65.8$12.4$53.4
2018Detailed filing. Detailed filing data is available for this year.$543$108$435$64.3$11.3$53.0
2017Detailed filing. Detailed filing data is available for this year.$508$136$372$99.8$6.14$106
2016Detailed filing. Detailed filing data is available for this year.$486$201$285$81.4$37.1$44.3
2015Detailed filing. Detailed filing data is available for this year.$459$215$245$71.8$18.7$53.1
2014Detailed filing. Detailed filing data is available for this year.$484$276$208$58.1$16.2$74.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$487$369$118$165
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$368$251$118$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$382$320$62.1$214
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$276$126$151$44.2