Civic Intelligence

Golden Gate Chapter California Health Underwriters Association

990EZ • Fiscal year 2019 • EIN 68-0220979

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 11, 2019

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

85th percentile

0.26x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

0.19x

Higher debt load relative to revenue than 85% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

41st percentile

-0.5%

Higher net margin than 41% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-19%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-6.2%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$63,067

Down $8,539 (-12%) from 2017

Net Assets

Up

$46,646

Up $4,953 (+12%) from 2017

Liabilities

Down

$16,421

Down $13,492 (-45%) from 2017

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin41st percentile

Revenue

Down

$85,117

Down $7,341 (-7.9%) from 2017

Expenses

Up

$85,576

Up $257 (+0.3%) from 2017

Net Income

Down

-$459

Down $7,598 (-106%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2019

Assets$63,067
Liabilities$16,421
Net Assets$46,646
Open 2019 Filing

Operations Trend

Revenue Growth34th 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

2019

Revenue$85,117
Expenses$85,576
Net Income-$459
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 11, 2019
Return Version
2018v3.1
Gross Receipts
$85,117
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 Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE WAKAMOTO-LEEPresident-$0--
CATHY LITTLEPast President-$0--
JANINE WILSONTreasurer-$0--
JOHN FISHERSecretary-$0--
Political and Lobbying Activity
In-house lobbying only
No
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
Dennis Rodrigues
Title
Treasurer
Signed
2019-12-11
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 $69547”

Other Revenue.2

“WEBSITE BANNER ADS $6113”

Other Revenue.3

“Newsletter advertising $3118”

Other Expenses.1002

“Office Expenses $1724”

Other Expenses.1005

“Travel $175”

Other Expenses.1007

“Conferences, Conventions, and Meetings $58616”

Other Expenses.1012

“Insurance $1371”

Other Expenses.1

“PAC DONATION $4000”

Other Expenses.2

“Bank and credit card fees $2235”

Other Expenses.3

“WEBSITE $1041”

Other Expenses.4

“TELEPHONE $300”

Other Expenses.6

“AWARDS $168”

Other Expenses.7

“BOARD EXPENSES $89”

Other Assets.1005

“Accounts Receivable - Beginning $478 Accounts Receivable - Ending $2908”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $6096 Prepaid Expenses and Deferred Charges - Ending $2878”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $8335 Accounts Payable and Accrued Expenses - Ending $6475”

Total Liabilities.1003

“Deferred Revenue - Beginning $22891 Deferred Revenue - Ending $9946”

Raw XML Appendix151 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/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/BOYAmt071757
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057281
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-459
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015615
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt063067
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt085117
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt032
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06307
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047105
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046646
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047105
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046646
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUE WAKAMOTO-LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHY LITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANINE WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06574
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05786
IRS990EZ/OtherExpensesTotalAmt069719
IRS990EZ/OtherRevenueTotalAmt078778
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/PrintingPublicationsPostageAmt0242
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/BOYAmt031226
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt016421
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085576
IRS990EZ/TotalRevenueAmt085117
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt06307
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0954251167
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0CAHU PAC
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 $69547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE BANNER ADS $6113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEWSLETTER ADVERTISING $3118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $1724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, Conventions, and Meetings $58616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $1371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PAC DONATION $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK AND CREDIT CARD FEES $2235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEBSITE $1041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TELEPHONE $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11AWARDS $168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BOARD EXPENSES $89
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Receivable - Beginning $478 Accounts Receivable - Ending $2908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Prepaid Expenses and Deferred Charges - Beginning $6096 Prepaid Expenses and Deferred Charges - Ending $2878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Payable and Accrued Expenses - Beginning $8335 Accounts Payable and Accrued Expenses - Ending $6475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Deferred Revenue - Beginning $22891 Deferred Revenue - Ending $9946
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1003
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS RODRIGUES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-11
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/PreparerFirmEIN0680369828
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/ReturnTs02019-12-16T11:39:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,067
Liabilities
$16,421
Net assets
$46,646
Revenue
$85,117
Expenses
$85,576
Net income
-$459
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
2019Detailed filing. Detailed filing data is available for this year.$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