Civic Intelligence

San Jose Poa Insurance & Benefit Fund

EIN 77-0440847 • 501(c)9 • San Jose, CA

Profile

Provides insurance coverage for members.

1151 North Fourth StreetSan Jose, CA 95112

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.02x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

3.0%

Higher net margin than 51% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-0.3%

Faster revenue growth than 37% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$1,185,555

Up $139,374 (+13%) from 2023

Liabilities

Flat

$26,000

Flat from 2023

Net Assets

Up

$1,159,555

Up $139,374 (+14%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin51st percentile

Revenue

Down

$1,516,595

Down $3,972 (-0.3%) from 2023

Expenses

Down

$1,471,754

Down $129,372 (-8.1%) from 2023

Net Income

Up

$44,841

Up $125,400 (+156%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,547,506Liabilities 2011: $16,000Net Assets 2011: $1,531,5062011Assets 2012: $1,557,011Liabilities 2012: $19,557Net Assets 2012: $1,537,4542012Assets 2013: $1,356,059Liabilities 2013: $25,540Net Assets 2013: $1,330,5192013Assets 2014: $1,198,747Liabilities 2014: $29,360Net Assets 2014: $1,169,3872014Assets 2015: $997,620Liabilities 2015: $55,154Net Assets 2015: $942,4662015Assets 2016: $888,335Liabilities 2016: $400,165Net Assets 2016: $488,1702016Assets 2017: $1,083,880Liabilities 2017: $42,924Net Assets 2017: $1,040,9562017Assets 2018: $888,914Liabilities 2018: $40,785Net Assets 2018: $848,1292018Assets 2019: $1,032,703Liabilities 2019: $40,410Net Assets 2019: $992,2932019Assets 2020: $1,176,913Liabilities 2020: $34,752Net Assets 2020: $1,142,1612020Assets 2021: $1,299,732Liabilities 2021: $77,892Net Assets 2021: $1,221,8402021Assets 2022: $1,040,868Liabilities 2022: $69,044Net Assets 2022: $971,8242022Assets 2023: $1,046,181Liabilities 2023: $26,000Net Assets 2023: $1,020,1812023Assets 2024: $1,185,555Liabilities 2024: $26,000Net Assets 2024: $1,159,5552024

Highlighted filing

2024

Assets$1,185,555
Liabilities$26,000
Net Assets$1,159,555
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,326,194Expenses 2011: $1,329,069Net Income 2011: -$2,8752011Revenue 2012: $1,243,529Expenses 2012: $1,308,670Net Income 2012: -$65,1412012Revenue 2013: $1,208,087Expenses 2013: $1,603,387Net Income 2013: -$395,3002013Revenue 2014: $1,257,979Expenses 2014: $1,475,582Net Income 2014: -$217,6032014Revenue 2015: $1,353,851Expenses 2015: $1,519,489Net Income 2015: -$165,6382015Revenue 2016: $1,129,735Expenses 2016: $1,645,200Net Income 2016: -$515,4652016Revenue 2017: $1,426,390Expenses 2017: $1,338,077Net Income 2017: $88,3132017Revenue 2018: $1,456,010Expenses 2018: $1,594,836Net Income 2018: -$138,8262018Revenue 2019: $1,478,618Expenses 2019: $1,527,092Net Income 2019: -$48,4742019Revenue 2020: $1,599,518Expenses 2020: $1,608,905Net Income 2020: -$9,3872020Revenue 2021: $1,532,358Expenses 2021: $1,648,590Net Income 2021: -$116,2322021Revenue 2022: $1,537,554Expenses 2022: $1,558,830Net Income 2022: -$21,2762022Revenue 2023: $1,520,567Expenses 2023: $1,601,126Net Income 2023: -$80,5592023Revenue 2024: $1,516,595Expenses 2024: $1,471,754Net Income 2024: $44,8412024

Highlighted filing

2024

Revenue$1,516,595
Expenses$1,471,754
Net Income$44,841
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,185,555
Liabilities
$26,000
Net assets
$1,159,555
Revenue
$1,516,595
Expenses
$1,471,754
Net income
$44,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.03$1.16$1.52$1.47$0.04
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.03$1.02$1.52$1.60$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.07$0.97$1.54$1.56$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.08$1.22$1.53$1.65$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.03$1.14$1.60$1.61$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.04$0.99$1.48$1.53$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.04$0.85$1.46$1.59$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.04$1.04$1.43$1.34$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.40$0.49$1.13$1.65$0.52
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.06$0.94$1.35$1.52$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.03$1.17$1.26$1.48$0.22
2013Summary only. Only limited summary data is available for this year.$1.36$0.03$1.33$1.21$1.60$0.40
2012Summary only. Only limited summary data is available for this year.$1.56$0.02$1.54$1.24$1.31$0.07
2011Summary only. Only limited summary data is available for this year.$1.55$0.02$1.53$1.33$1.33$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$1,516,595
Mission and Program Overview

Mission

Provides insurance coverage for members.

Provides insurance coverage for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$733,403$778,920▲ $45,517
Savings and Temporary Cash Investments$233,218$406,635▲ $173,417
Accounts Receivable$79,560$0▼ $79,560
Total Assets$1,046,181$1,185,555▲ $139,374
Liabilities
Accounts Payable and Accrued Expenses$26,000$26,000→ $0
Total Liabilities$26,000$26,000→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,020,181$1,159,555▲ $139,374
Total Net Assets Fund Balance$1,020,181$1,159,555▲ $139,374
Total Liabilities and Net Assets / Fund Balance$1,046,181$1,185,555▲ $139,374

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$778,920--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Steve SlackPresident
Cat AlvarezVice President
Anthony KilmerDirector
Ashley TravaglioneDirector
Georgina BarajasDirector
Jason BalbianiDirector
John MoutzouridisDirector
Keston FranklinDirector
Kieth NeumerDirector
Robert LabarbaraDirector
Ryan FergusonDirector
Sebastian WisniewskiDirector
Theodore DavisDirector
David WilsonCFO
David WoolseySergeant at Arms
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,498,195
Investment Income
$18,400
Other Revenue
$0
Change in Net Assets
$44,841

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,516,595
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$94,533
Total Revenue per Audited Statements
$1,611,128
Total Revenue per Form 990
$1,516,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$37,765
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,433,989--$1,433,989
Fees for Services Accounting$27,375--$27,375
Fees for Service Investment Mgmnt Fees$8,021--$8,021
Other Expenses$2,369--$2,369
Total Functional Expenses$1,471,754$0$0$1,471,754

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,471,754
Total Expenses per Audited Statements$1,471,754
Total Expenses per Form 990$1,471,754
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“An outside service provider prepares and reviews the form 990. Company personnel review prior to signing by a trustee.”

Form 990, Part VI, Section C, Line 19

“Form 990 is made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
San Jose Poa Insurance & Benefit Fund
EIN
77-0440847
Phone
4082981133
Address
1151 NORTH FOURTH STREET, SAN JOSE, CA 95112

Signing Officer

Name
David Woolsey
Title
CFO
Phone
4082981133
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Woolsey
Formed
1988
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Cnacpa Pc
Address
16450 MONTEREY ROAD SUITE 5, MORGAN HILL, CA 95037
Preparer
Sheldon Chavan
Phone
4087762401
Supplemental Narrative

Additional Explanations

PART XII, LINE 2C EXPLANATION:

“No changes from prior year.”

Raw XML Appendix368 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO CHANGES FROM PRIOR YEAR.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELDON CHAVAN
ReturnHeader/ReturnTs02025-11-09T18:27:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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