Civic Intelligence

Golden Gate Chapter California Health Underwriters Association

990EZ • Fiscal year 2018 • EIN 68-0220979

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 17, 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

89th percentile

0.40x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.34x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

59th percentile

6.0%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

9.4%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

-1.9%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$78,331

Up $6,725 (+9.4%) from 2017

Net Assets

Up

$47,105

Up $5,412 (+13%) from 2017

Liabilities

Up

$31,226

Up $1,313 (+4.4%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin59th percentile

Revenue

Down

$90,725

Down $1,733 (-1.9%) from 2017

Expenses

Down

$85,313

Down $6 (-0.0%) from 2017

Net Income

Down

$5,412

Down $1,727 (-24%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th 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 2018: $78,331Liabilities 2018: $31,226Net Assets 2018: $47,1052018Assets 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

2018

Assets$78,331
Liabilities$31,226
Net Assets$47,105
Open 2018 Filing

Operations Trend

Revenue Growth44th 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 2018: $90,725Expenses 2018: $85,313Net Income 2018: $5,4122018Revenue 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

2018

Revenue$90,725
Expenses$85,313
Net Income$5,412
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 17, 2019
Return Version
2017v2.2
Gross Receipts
$90,725
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
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
John Helms
Title
President
Signed
2019-01-17
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 $74714”

Other Revenue.2

“WEBSITE BANNER ADS $4500”

Other Revenue.3

“Newsletter advertising $2625”

Other Revenue.4

“ROYALTY $1370”

Other Expenses.1002

“Office Expenses $542”

Other Expenses.1007

“Conferences, Conventions, and Meetings $53831”

Other Expenses.1012

“Insurance $1342”

Other Expenses.1

“PAC DONATION $7500”

Other Expenses.2

“Bank and credit card fees $2293”

Other Expenses.3

“DONATIONS $2000”

Other Expenses.4

“INCOME TAX $1090”

Other Expenses.6

“BOARD EXPENSES $582”

Other Expenses.7

“WEBSITE $402”

Other Expenses.8

“TELEPHONE $300”

Other Expenses.10

“AWARDS $54”

Other Assets.1005

“Accounts Receivable - Beginning $3329 Accounts Receivable - Ending $478”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $4225 Prepaid Expenses and Deferred Charges - Ending $6096”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $9138 Accounts Payable and Accrued Expenses - Ending $8335”

Total Liabilities.1003

“Deferred Revenue - Beginning $20775 Deferred Revenue - Ending $22891”

Raw XML Appendix154 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/BOYAmt064052
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071757
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05412
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014460
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071606
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078331
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt090725
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt035
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07481
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041693
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047105
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041693
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047105
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/BOYAmt07554
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06574
IRS990EZ/OtherExpensesTotalAmt069936
IRS990EZ/OtherRevenueTotalAmt083209
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/PrintingPublicationsPostageAmt0917
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/BOYAmt029913
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt031226
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085313
IRS990EZ/TotalRevenueAmt090725
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
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 $74714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE BANNER ADS $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEWSLETTER ADVERTISING $2625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROYALTY $1370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses $542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, Conventions, and Meetings $53831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $1342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PAC DONATION $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK AND CREDIT CARD FEES $2293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DONATIONS $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INCOME TAX $1090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BOARD EXPENSES $582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12WEBSITE $402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TELEPHONE $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14AWARDS $54
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Receivable - Beginning $3329 Accounts Receivable - Ending $478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Prepaid Expenses and Deferred Charges - Beginning $4225 Prepaid Expenses and Deferred Charges - Ending $6096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accounts Payable and Accrued Expenses - Beginning $9138 Accounts Payable and Accrued Expenses - Ending $8335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Deferred Revenue - Beginning $20775 Deferred Revenue - Ending $22891
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1002
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 Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1003
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HELMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-17
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/ReturnTs02019-01-18T08:18:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,331
Liabilities
$31,226
Net assets
$47,105
Revenue
$90,725
Expenses
$85,313
Net income
$5,412
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
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.31$0.47$0.91$0.85$0.05
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