Civic Intelligence

Golden Gate Chapter California Health Underwriters Association

990EZ • Fiscal year 2017 • EIN 68-0220979

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 15, 2017

Organization ProfileN/A
2520 Venture Oaks WaySacramento, CA 95833

(916) 239-4099

Siviq Scores

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

Liabilities / Assets

89th percentile

0.42x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.32x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

64th percentile

7.7%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

5.4%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$71,606

Up $3,670 (+5.4%) from 2016

Net Assets

Up

$41,693

Up $7,139 (+21%) from 2016

Liabilities

Down

$29,913

Down $3,469 (-10%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin64th percentile

Revenue

Down

$92,458

Down $37,261 (-29%) from 2016

Expenses

Down

$85,319

Down $32,631 (-28%) from 2016

Net Income

Down

$7,139

Down $4,630 (-39%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$100K$50K$0Assets 2013: $30,573Liabilities 2013: $15,364Net Assets 2013: $15,2092013Assets 2015: $48,561Liabilities 2015: $25,776Net Assets 2015: $22,7852015Assets 2016: $67,936Liabilities 2016: $33,382Net Assets 2016: $34,5542016Assets 2017: $71,606Liabilities 2017: $29,913Net Assets 2017: $41,6932017Assets 2019: $63,067Liabilities 2019: $16,421Net Assets 2019: $46,6462019Assets 2020: $62,310Liabilities 2020: $15,330Net Assets 2020: $46,9802020Assets 2022: $95,427Liabilities 2022: $19,189Net Assets 2022: $76,2382022

Highlighted filing

2017

Assets$71,606
Liabilities$29,913
Net Assets$41,693
Open 2017 Filing

Operations Trend

Revenue Growth11th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $48,581Expenses 2013: $46,506Net Income 2013: $2,0752013Revenue 2015: $78,495Expenses 2015: $74,205Net Income 2015: $4,2902015Revenue 2016: $129,719Expenses 2016: $117,950Net Income 2016: $11,7692016Revenue 2017: $92,458Expenses 2017: $85,319Net Income 2017: $7,1392017Revenue 2019: $85,117Expenses 2019: $85,576Net Income 2019: -$4592019Revenue 2020: $29,972Expenses 2020: $29,638Net Income 2020: $3342020Revenue 2022: $42,081Expenses 2022: $24,151Net Income 2022: $17,9302022

Highlighted filing

2017

Revenue$92,458
Expenses$85,319
Net Income$7,139
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 15, 2017
Return Version
2016v3.0
Gross Receipts
$92,458
Mission and Program Overview

Mission

To promote the common business of those involved in the health insurance industry and to act as a community resource for employers and consumters.

Program Services

DescriptionGrantsExpenses
TO EDUCATE AND PROVIDE A FORUM FOR MEMBERS IN THE GOLDEN GATE HEALTH UNDERWRITERS ASSOCIATION--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY LITTLEPresident-$0--
PHILLIP W LEEPast President-$0--
JANINE WILSONTreasurer-$0--
JOHN FISHERExecutive Director-$0--
Political and Lobbying Activity
In-house lobbying only
No

Section 527 Organizations

OrganizationLocationAmount
95-4251167Sacramento, CA$7,000
Filing and Contact Details

Filer

Filer Name
Golden Gate Association
EIN
68-0220979
Phone
9162394099
Address
2520 VENTURE OAKS WAY, SACRAMENTO, CA 95833

Signing Officer

Name
John Helms
Title
President
Signed
2017-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Haley Shaw & Butikofer LLP
Address
2200-B DOUGLAS BLVD STE 250B, ROSEVILLE, CA 95661
Preparer
John Shaw
Phone
9167868880
Supplemental Narrative

Additional Explanations

Other Revenue.1

“CONFERENCES $72007”

Other Revenue.2

“WEBSITE BANNER ADS $4450”

Other Revenue.3

“Newsletter advertising $3275”

Other Revenue.4

“Bernie portal royalty $800”

Other Expenses.1001

“Advertising and Promotion $1130”

Other Expenses.1002

“Office Expenses $419”

Other Expenses.1005

“Travel $1295”

Other Expenses.1007

“Conferences, Conventions, and Meetings $51342”

Other Expenses.1012

“Insurance $1341”

Other Expenses.1

“PAC DONATION $7000”

Other Expenses.2

“Bank and credit card fees $2414”

Other Expenses.3

“INCOME TAX $1766”

Other Expenses.4

“WEBSITE $1470”

Other Expenses.5

“BOARD EXPENSES $1222”

Other Expenses.6

“AWARDS $552”

Other Expenses.7

“COMMITTEE EXPENSES $532”

Other Expenses.8

“TELEPHONE $275”

Other Assets.1005

“Accounts Receivable - Beginning $1821 Accounts Receivable - Ending $3329”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $1816 Prepaid Expenses and Deferred Charges - Ending $4225”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $13282 Accounts Payable and Accrued Expenses - Ending $9138”

Total Liabilities.1003

“Deferred Revenue - Beginning $20100 Deferred Revenue - Ending $20775”

Raw XML Appendix158 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02520 VENTURE OAKS WAY SUITE 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095833
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064299
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IRS990EZ/GrossReceiptsAmt092458
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MembershipDuesAmt011878
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034554
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041693
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041693
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHY LITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHILLIP W LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANINE WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03637
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07554
IRS990EZ/OtherExpensesTotalAmt070758
IRS990EZ/OtherRevenueTotalAmt080532
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE COMMON BUSINESS OF THOSE INVOLVED IN THE HEALTH INSURANCE INDUSTRY AND TO ACT AS A COMMUNITY RESOURCE FOR EMPLOYERS AND CONSUMTERS.
IRS990EZ/PrintingPublicationsPostageAmt0116
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO EDUCATE AND PROVIDE A FORUM FOR MEMBERS IN THE GOLDEN GATE HEALTH UNDERWRITERS ASSOCIATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt033382
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt029913
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085319
IRS990EZ/TotalRevenueAmt092458
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0954251167
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0CAHU PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt07000
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0455 CAPITOL MALL STE 600
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd095814
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONFERENCES $72007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE BANNER ADS $4450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEWSLETTER ADVERTISING $3275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BERNIE PORTAL ROYALTY $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising and Promotion $1130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Expenses $419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Travel $1295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Conferences, Conventions, and Meetings $51342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Insurance $1341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PAC DONATION $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK AND CREDIT CARD FEES $2414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11INCOME TAX $1766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12WEBSITE $1470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BOARD EXPENSES $1222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14AWARDS $552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15COMMITTEE EXPENSES $532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TELEPHONE $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accounts Receivable - Beginning $1821 Accounts Receivable - Ending $3329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Prepaid Expenses and Deferred Charges - Beginning $1816 Prepaid Expenses and Deferred Charges - Ending $4225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Accounts Payable and Accrued Expenses - Beginning $13282 Accounts Payable and Accrued Expenses - Ending $9138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Deferred Revenue - Beginning $20100 Deferred Revenue - Ending $20775
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Total Liabilities.1003
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HELMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOLDEN GATE ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF HEALTH UNDERWRITERS
ReturnHeader/Filer/BusinessNameControlTxt0GOLD
ReturnHeader/Filer/EIN0680220979
ReturnHeader/Filer/PhoneNum09162394099
ReturnHeader/Filer/USAddress/AddressLine1Txt02520 VENTURE OAKS WAY
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haley Shaw & Butikofer LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02200-B DOUGLAS BLVD STE 250B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167868880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Shaw
ReturnHeader/ReturnTs02017-12-18T14:27:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,606
Liabilities
$29,913
Net assets
$41,693
Revenue
$92,458
Expenses
$85,319
Net income
$7,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.19$0.76$0.42$0.24$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.15$0.47$0.30$0.30$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.16$0.47$0.85$0.86$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.30$0.42$0.92$0.85$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.33$0.35$1.30$1.18$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.26$0.23$0.78$0.74$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.15$0.15$0.49$0.47$0.02