Civic Intelligence

Golden Gate Chapter California Health Underwriters Association

990EZ • Fiscal year 2016 • EIN 68-0220979

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 07, 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

91st percentile

0.49x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

67th percentile

9.1%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

88th percentile

40%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

65%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$67,936

Up $19,375 (+40%) from 2015

Net Assets

Up

$34,554

Up $11,769 (+52%) from 2015

Liabilities

Up

$33,382

Up $7,606 (+30%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin67th percentile

Revenue

Up

$129,719

Up $51,224 (+65%) from 2015

Expenses

Up

$117,950

Up $43,745 (+59%) from 2015

Net Income

Up

$11,769

Up $7,479 (+174%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2016

Assets$67,936
Liabilities$33,382
Net Assets$34,554
Open 2016 Filing

Operations Trend

Revenue Growth94th 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

2016

Revenue$129,719
Expenses$117,950
Net Income$11,769
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 7, 2017
Return Version
2015v3.0
Gross Receipts
$129,719
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 Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAZEL BRIGHTPast President-$0--
JOHN HELMSPresident-$0--
JANINE WILSONTreasurer-$0--
SUSAN PETERS CARLESONExecutive Director-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$1,000
Total Nondeductible Lobbying and Political Cost$1,000

Section 527 Organizations

OrganizationLocationAmount
95-4251167Sacramento, CA$5,000
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
2017-02-07
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 $105825”

Other Revenue.2

“Newsletter advertising $6783”

Other Revenue.3

“WEBSITE BANNER ADS $3385”

Other Expenses.1002

“Office Expenses $191”

Other Expenses.1007

“Conferences, Conventions, and Meetings $91711”

Other Expenses.1012

“Insurance $1247”

Other Expenses.1

“PAC DONATION $6000”

Other Expenses.2

“Bank and credit card fees $3015”

Other Expenses.3

“WEBSITE $468”

Other Expenses.4

“TELEPHONE $370”

Other Expenses.5

“AWARDS $220”

Other Expenses.7

“BOARD EXPENSES $129”

Other Assets.1005

“Accounts Receivable - Beginning $552 Accounts Receivable - Ending $1821”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $9966 Prepaid Expenses and Deferred Charges - Ending $1816”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $6848 Accounts Payable and Accrued Expenses - Ending $13282”

Total Liabilities.1003

“Deferred Revenue - Beginning $18928 Deferred Revenue - Ending $20100”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CALIFORNIA ADVOCATES MGMT
IRS990EZ/BooksInCareOfDetail/PhoneNum09162394099
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02520 VENTURE OAKS WAY SUITE 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095833
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038043
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064299
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011769
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014430
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048561
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067936
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0129719
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013706
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022785
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034554
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022785
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034554
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HAZEL BRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN HELMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANINE WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN PETERS CARLESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010518
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03637
IRS990EZ/OtherExpensesTotalAmt0103351
IRS990EZ/OtherRevenueTotalAmt0115993
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/PrintingPublicationsPostageAmt0169
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/BOYAmt025776
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt033382
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0117950
IRS990EZ/TotalRevenueAmt0129719
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt013706
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt01000
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt01000
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0954251167
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0CAHU PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt05000
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0455 CAPITOL MALL STE 600
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd095814
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt01000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONFERENCES $105825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEWSLETTER ADVERTISING $6783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE BANNER ADS $3385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $91711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $1247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAC DONATION $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK AND CREDIT CARD FEES $3015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEBSITE $468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TELEPHONE $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10AWARDS $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BOARD EXPENSES $129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Receivable - Beginning $552 Accounts Receivable - Ending $1821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Prepaid Expenses and Deferred Charges - Beginning $9966 Prepaid Expenses and Deferred Charges - Ending $1816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Payable and Accrued Expenses - Beginning $6848 Accounts Payable and Accrued Expenses - Ending $13282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Deferred Revenue - Beginning $18928 Deferred Revenue - Ending $20100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1003
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HELMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-07
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/ReturnTs02017-02-08T09:37:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,936
Liabilities
$33,382
Net assets
$34,554
Revenue
$129,719
Expenses
$117,950
Net income
$11,769
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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