Civic Intelligence

Personal Insurance Federation of California

990 • Fiscal year 2020 • EIN 68-0189516

Jul 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

Organization ProfileWWW.PIFC.ORG

View Organization Page

1201 K Street 950Sacramento, CA 95814

(916) 442-6646

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.44x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

0.90x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

46%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

95th percentile

$416,295

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Asset Growth

97th percentile

101%

Faster asset growth than 97% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-32%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$3,634,803

Up $1,829,935 (+101%) from 2019

Net Assets

Up

$2,051,398

Up $1,346,711 (+191%) from 2019

Liabilities

Up

$1,583,405

Up $483,224 (+44%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin96th percentile

Revenue

Down

$1,751,855

Down $827,599 (-32%) from 2019

Expenses

Down

$947,605

Down $1,720,527 (-64%) from 2019

Net Income

Up

$804,250

Up $892,928 (+1007%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,444,962Liabilities 2011: $349,376Net Assets 2011: $1,095,5862011Assets 2012: $1,102,704Liabilities 2012: $350,242Net Assets 2012: $752,4622012Assets 2013: $1,293,426Liabilities 2013: $469,610Net Assets 2013: $823,8162013Assets 2014: $1,396,696Liabilities 2014: $585,788Net Assets 2014: $810,9082014Assets 2015: $1,421,136Liabilities 2015: $661,315Net Assets 2015: $759,8212015Assets 2016: $1,464,689Liabilities 2016: $665,523Net Assets 2016: $799,1662016Assets 2017: $1,684,617Liabilities 2017: $810,786Net Assets 2017: $873,8312017Assets 2018: $2,120,501Liabilities 2018: $1,239,773Net Assets 2018: $880,7282018Assets 2019: $1,804,868Liabilities 2019: $1,100,181Net Assets 2019: $704,6872019Assets 2020: $3,634,803Liabilities 2020: $1,583,405Net Assets 2020: $2,051,3982020Assets 2021: $3,765,397Liabilities 2021: $2,912,046Net Assets 2021: $853,3512021Assets 2022: $1,984,292Liabilities 2022: $1,209,923Net Assets 2022: $774,3692022Assets 2023: $1,858,567Liabilities 2023: $1,198,467Net Assets 2023: $660,1002023Assets 2024: $1,847,976Liabilities 2024: $1,236,081Net Assets 2024: $611,8952024

Highlighted filing

2020

Assets$3,634,803
Liabilities$1,583,405
Net Assets$2,051,398
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,574,781Expenses 2011: $2,468,613Net Income 2011: $106,1682011Revenue 2012: $2,548,976Expenses 2012: $2,892,100Net Income 2012: -$343,1242012Revenue 2013: $2,684,031Expenses 2013: $2,612,678Net Income 2013: $71,3532013Revenue 2014: $2,693,401Expenses 2014: $2,706,309Net Income 2014: -$12,9082014Revenue 2015: $2,776,056Expenses 2015: $2,827,143Net Income 2015: -$51,0872015Revenue 2016: $2,807,851Expenses 2016: $2,768,506Net Income 2016: $39,3452016Revenue 2017: $2,853,634Expenses 2017: $2,701,991Net Income 2017: $151,6432017Revenue 2018: $2,355,980Expenses 2018: $2,348,616Net Income 2018: $7,3642018Revenue 2019: $2,579,454Expenses 2019: $2,668,132Net Income 2019: -$88,6782019Revenue 2020: $1,751,855Expenses 2020: $947,605Net Income 2020: $804,2502020Revenue 2021: $2,029,864Expenses 2021: $2,081,197Net Income 2021: -$51,3332021Revenue 2022: $2,070,734Expenses 2022: $2,149,716Net Income 2022: -$78,9822022Revenue 2023: $2,211,401Expenses 2023: $2,325,315Net Income 2023: -$113,9142023Revenue 2024: $2,252,140Expenses 2024: $2,484,769Net Income 2024: -$232,6292024

Highlighted filing

2020

Revenue$1,751,855
Expenses$947,605
Net Income$804,250
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.0
Gross Receipts
$1,751,855
Mission and Program Overview

Mission

Protect the interests of buyers and sellers of personal insurance through regulatory and legislative advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,436,597$2,056,308▲ $619,711
Rtn Earn Endowment Incm Other Fnds$1,247,148$2,051,398▲ $804,250
Accounts Receivable$18,920$959,016▲ $940,096
Land, Buildings, and Equipment, Net$23,893$20,477▼ $3,416
Prepaid Expenses and Deferred Charges$3,824$13,164▲ $9,340
Cash and Non-Interest-Bearing Accounts$32--
Total Assets$2,183,266$3,634,803▲ $1,451,537
Other Assets Total$700,000$585,838▼ $114,162
Liabilities
Deferred Revenue$109,101$795,874▲ $686,773
Other Liabilities$700,000$760,513▲ $60,513
Accounts Payable and Accrued Expenses$127,017$27,018▼ $99,999
Total Liabilities$936,118$1,583,405▲ $647,287
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,247,148$2,051,398▲ $804,250
Total Liabilities and Net Assets / Fund Balance$2,183,266$3,634,803▲ $1,451,537

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,780$136,740$140,520
Equipment$-1,203$100,017$98,814
Leasehold Improvements$17,900$47,288$65,188
Other Assets Org$585,838--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rex FrazierPresidentFT$361,854$54,441$416,295
Seren TaylorSr. Legis. aFT$248,332$10,937$259,269
Seren TaylorSr. Legis. Advocate-$218,575$40,694$259,269

Board Members and Trustees

NameTitle
Bill LynchChair
Mark NiehausVice Chair
Gerald Jerry ZimmermanMember at La
Jeff SaulsMember at La
Anne SaxonSecretary
David GrowTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Wilson Public Affairs INCPublic Affairs1718 CAPITOL AVE, Sacramento, CA 95811$148,607
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,724,182
Investment Income
$29
Other Revenue
$27,644
Change in Net Assets
$804,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$674,097
Other Expenses$273,508
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$498,291
Pension Plan Contributions---$114,056
Occupancy---$85,855
Other Employee Benefits---$40,032
All Other Expenses---$26,204
Payroll Taxes---$21,718
Fees for Services Legal---$8,459
Other Expenses---$7,429
Conferences and Meetings---$5,782
Insurance---$4,282
Depreciation Depletion---$2,900
Office Expenses---$2,483
Total Functional Expenses$0$0$0$947,605
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$115,226
Total Nondeductible Lobbying and Political Cost$115,226
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Designated Earnings Fund$684,242
Accrued Vacation Payable$76,271
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Members are organizations engaged in the business of selling personal insurance in california.”

Form 990, Page 6, Part VI, Line 7A

“Members appoint the board of directors of the organization.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is prepared by an independent accountant and then reviewed by bookkeeping firm and president before filing.”

Form 990, Page 6, Part VI, Line 15A

“Work performance evaluation is conducted by the board. Salary and benefits are approved by independent board members.”

Form 990, Page 6, Part VI, Line 15B

“Work performance evaluation is conducted by the board. Salary and benefits are approved by independent board members.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Personal Insurance Federation
EIN
68-0189516
Phone
9164426646
Address
1201 K STREET 950, SACRAMENTO, CA 95814

Signing Officer

Name
Rex Frazier
Title
President
Phone
9164426646
Signed
2021-11-13

Organization Details

Principal Officer
Rex Frazier
Formed
1989
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
7

Preparer

Firm
Fechter & Company Cpas
Address
3445 AMERICAN RIVER DRIVE SUITE A, SACRAMENTO, CA 95864-5744
Preparer
Craig R Fechter CPA
Phone
9163335360
Raw XML Appendix363 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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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt065188
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0585838
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DESIGNATED EARNINGS FUND
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03780
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0136740
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0140520
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0684242
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt176271
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DESIGNATED EARNINGS FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED VACATION PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020477
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0585838
IRS990ScheduleD/TotalLiabilityAmt0760513
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0361854
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1218575
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount025000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount129757
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt028702
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt110937
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt0739
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0REX FRAZIER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SEREN TAYLOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SR. LEGIS. ADVOCATE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0416295
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1259269
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ARE ORGANIZATIONS ENGAGED IN THE BUSINESS OF SELLING PERSONAL INSURANCE IN CALIFORNIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS APPOINT THE BOARD OF DIRECTORS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND THEN REVIEWED BY BOOKKEEPING FIRM AND PRESIDENT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WORK PERFORMANCE EVALUATION IS CONDUCTED BY THE BOARD. SALARY AND BENEFITS ARE APPROVED BY INDEPENDENT BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WORK PERFORMANCE EVALUATION IS CONDUCTED BY THE BOARD. SALARY AND BENEFITS ARE APPROVED BY INDEPENDENT BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02183266
IRS990/TotalAssetsEOYAmt03634803
IRS990/TotalAssetsGrp/BOYAmt02183266
IRS990/TotalAssetsGrp/EOYAmt03634803
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0947605
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0936118
IRS990/TotalLiabilitiesEOYAmt01583405
IRS990/TotalLiabilitiesGrp/BOYAmt0936118
IRS990/TotalLiabilitiesGrp/EOYAmt01583405
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01247148
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02051398
IRS990/TotalOtherCompensationAmt040378
IRS990/TotalProgramServiceRevenueAmt01724182
IRS990/TotalReportableCompFromOrgAmt0635186
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01751855
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01751855
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02183266
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03634803
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01201 K STREET 950
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095814
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.PIFC.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REX FRAZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09164426646
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERSONAL INSURANCE FEDERATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0PERS
ReturnHeader/Filer/EIN0680189516
ReturnHeader/Filer/PhoneNum09164426646
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 K STREET 950
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095814
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208710580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FECHTER & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03445 AMERICAN RIVER DRIVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958645744
ReturnHeader/PreparerPersonGrp/PhoneNum09163335360
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG R FECHTER CPA
ReturnHeader/ReturnTs02021-11-15T18:07:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REX
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRAZIER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,634,803
Liabilities
$1,583,405
Net assets
$2,051,398
Revenue
$1,751,855
Expenses
$947,605
Net income
$804,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$1.24$0.61$2.25$2.48$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.86$1.20$0.66$2.21$2.33$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.98$1.21$0.77$2.07$2.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.77$2.91$0.85$2.03$2.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.63$1.58$2.05$1.75$0.95$0.80
2019Detailed filing. Detailed filing data is available for this year.$1.80$1.10$0.70$2.58$2.67$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.12$1.24$0.88$2.36$2.35$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.81$0.87$2.85$2.70$0.15
2016Summary only. Only limited summary data is available for this year.$1.46$0.67$0.80$2.81$2.77$0.04
2015Summary only. Only limited summary data is available for this year.$1.42$0.66$0.76$2.78$2.83$0.05
2014Summary only. Only limited summary data is available for this year.$1.40$0.59$0.81$2.69$2.71$0.01
2013Summary only. Only limited summary data is available for this year.$1.29$0.47$0.82$2.68$2.61$0.07
2012Summary only. Only limited summary data is available for this year.$1.10$0.35$0.75$2.55$2.89$0.34
2011Summary only. Only limited summary data is available for this year.$1.44$0.35$1.10$2.57$2.47$0.11