Civic Intelligence

Silicon Valley Association of Health Underwriters

990EZ • Fiscal year 2013 • EIN 77-0477306

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 06, 2013

PO Box 1071Laguna Beach, CA 93714
Siviq Scores

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

Liabilities / Assets

84th percentile

0.29x

Higher debt load relative to assets than 84% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

92nd percentile

0.40x

Higher debt load relative to revenue than 92% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

27th percentile

-6.6%

Higher net margin than 27% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

69th percentile

14%

Faster asset growth than 69% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

87th percentile

35%

Faster revenue growth than 87% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$70,832

Up $8,810 (+14%) from 2012

Net Assets

$50,443

No earlier filing loaded for comparison.

Liabilities

Up

$20,389

Up $12,179 (+148%) from 2012

Revenue

Up

$51,215

Up $13,156 (+35%) from 2012

Expenses

Up

$54,584

Up $6,101 (+13%) from 2012

Net Income

Up

-$3,369

Up $7,055 (+68%) from 2012

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $62,022Liabilities 2012: $8,2102012Assets 2013: $70,832Liabilities 2013: $20,389Net Assets 2013: $50,4432013Assets 2014: $67,594Liabilities 2014: $15,4782014Assets 2015: $69,857Liabilities 2015: $17,864Net Assets 2015: $51,9932015Assets 2016: $69,649Liabilities 2016: $17,467Net Assets 2016: $52,1822016Assets 2017: $89,803Liabilities 2017: $23,725Net Assets 2017: $66,0782017Assets 2018: $68,983Liabilities 2018: $5,096Net Assets 2018: $63,8872018Assets 2019: $96,145Liabilities 2019: $34,058Net Assets 2019: $62,0872019Assets 2020: $77,707Liabilities 2020: $3,090Net Assets 2020: $74,6172020Assets 2021: $71,761Liabilities 2021: $2,412Net Assets 2021: $69,3492021Assets 2022: $73,674Liabilities 2022: $16,652Net Assets 2022: $57,0222022

Highlighted filing

2013

Assets$70,832
Liabilities$20,389
Net Assets$50,443

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $38,059Expenses 2012: $48,483Net Income 2012: -$10,4242012Revenue 2013: $51,215Expenses 2013: $54,584Net Income 2013: -$3,3692013Revenue 2014: $49,482Expenses 2014: $47,809Net Income 2014: $1,6732014Revenue 2015: $70,776Expenses 2015: $70,899Net Income 2015: -$1232015Revenue 2016: $53,539Expenses 2016: $53,350Net Income 2016: $1892016Revenue 2017: $60,182Expenses 2017: $46,286Net Income 2017: $13,8962017Revenue 2018: $100,477Expenses 2018: $102,668Net Income 2018: -$2,1912018Revenue 2019: $55,304Expenses 2019: $57,104Net Income 2019: -$1,8002019Revenue 2020: $50,867Expenses 2020: $38,337Net Income 2020: $12,5302020Revenue 2021: $22,569Expenses 2021: $27,837Net Income 2021: -$5,2682021Revenue 2022: $33,087Expenses 2022: $45,414Net Income 2022: -$12,3272022

Highlighted filing

2013

Revenue$51,215
Expenses$54,584
Net Income-$3,369
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 6, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

To promote the common business interersts of those engaged in disability and risk management and health care distribution system.to advance public knowledge for the need and benefit of disability income and/or helath insurance products.to promote the adoption and application of the highest standards of ethical conduct in the health insurance industry.to provide and promote a program of continuing education and self-imprrovemtne of svahu members.to increase the knowledge of members concerning the principles, functions and applications of health insurance and disability products.to promote education, legislation, regulation, and practices which are in the best interest of the health insurance industry and the insuring public.to encourage adequate protection against the hazards of disability as part of a well-rounded insurance program.

Filing and Contact Details

Filer

EIN
77-0477306
Raw XML Appendix216 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Kirk Stoddard
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7Alison Storz
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IRS990EZ/PrimaryExemptPurpose0(A) TO PROMOTE THE COMMON BUSINESS INTERESTS OF THOSE ENGAGED IN DISABILITY AND RISK MANAGEMENT AND THE HEALTH CARE DISTRIBUTION SYSTEM.(B) TO ADVANCE PUBLIC KNOWLEDGE FOR THE NEED AND BENEFIT OF DISABILITY INCOME AND/OR HEALTH INSURANCE PRODUCTS.(C) TO PROMOTE THE ADOPTION AND APPLICATION OF THE HIGHEST STANDARDS OF ETHICAL CONDUCT IN THE HEALTH INSURANCE INDUSTRY.(D) TO PROVIDE AND PROMOTE A PROGRAM OF CONTINUING EDUCATION AND SELF-IMPROVEMENTOF SVAHU MEMBERS.(E) TO INCREASE THE KNOWLEDGE OF MEMBERS CONCERNING THE PRINCIPLES, FUNCTIONS AND APPLICATIONS OF HEALTH INSURANCE AND DISABILITY INCOME PRODUCTS.(F) TO PROMOTE EDUCATION, LEGISLATION, REGULATION, AND PRACTICES WHICH ARE IN THE BEST INTEREST OF THE HEALTH INSURANCE INDUSTRY AND THE INSURING PUBLIC.(G) TO ENCOURAGE ADEQUATE PROTECTION AGAINST THE HAZARDS OF DISABILITY AS PART OF A WELL-ROUNDED INSURANCE PROGRAM.
IRS990EZ/PrintingPublicationsPostage0474
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IRS990EZ/WebSite0N/A
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IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
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IRS990ScheduleO/GeneralExplanation/Explanation0Deferred Revenue - Beginning $7650 Deferred Revenue - Ending $16905
IRS990ScheduleO/GeneralExplanation/Explanation1Accounts Payable and Accrued Expenses - Beginning $560 Accounts Payable and Accrued Expenses - Ending $3484
IRS990ScheduleO/GeneralExplanation/Explanation2Prepaid Expenses and Deferred Charges - Beginning $784 Prepaid Expenses and Deferred Charges - Ending $327
IRS990ScheduleO/GeneralExplanation/Explanation3Accounts Receivable - Beginning $2280 Accounts Receivable - Ending $150
IRS990ScheduleO/GeneralExplanation/Explanation4TAX AND LICENSING $108
IRS990ScheduleO/GeneralExplanation/Explanation5WEBSITE $236
IRS990ScheduleO/GeneralExplanation/Explanation6AWARDS $610
IRS990ScheduleO/GeneralExplanation/Explanation7TELEPHONE $1157
IRS990ScheduleO/GeneralExplanation/Explanation8BANK AND CREDIT CARD CHARGES $1983
IRS990ScheduleO/GeneralExplanation/Explanation9MEMBER MEETING EXPENSES $8957
IRS990ScheduleO/GeneralExplanation/Explanation10Insurance $1288
IRS990ScheduleO/GeneralExplanation/Explanation11Conferences, Conventions, and Meetings $2827
IRS990ScheduleO/GeneralExplanation/Explanation12Travel $9093
IRS990ScheduleO/GeneralExplanation/Explanation13Office Expenses $1011
IRS990ScheduleO/GeneralExplanation/Explanation14| Donee's Name: ASSOC. OF HEALTH UNDERWRITERS PAC | Donee's Address: 455 Capitol Mall Ste 600 Sacramento, CA 95814 | Cash Amount Given: $6500
IRS990ScheduleO/GeneralExplanation/Explanation15ADVERTISING INCOME $9320
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 26.1003
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part II, Line 26.1001
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part II, Line 24.1011
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part II, Line 24.1005
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier10Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/Identifier11Form 990-EZ, Part I, Line 16.1007
IRS990ScheduleO/GeneralExplanation/Identifier12Form 990-EZ, Part I, Line 16.1005
IRS990ScheduleO/GeneralExplanation/Identifier13Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier14Form 990-EZ, Part I, Line 10.1
IRS990ScheduleO/GeneralExplanation/Identifier15Form 990-EZ, Part I, Line 8.1
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IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Assets.1011
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IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.2
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IRS990ScheduleO/GeneralExplanation/ReturnReference14Grants and Similar Amounts Paid In Excess of $5,000.1
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0770477306
ReturnHeader/Filer/Name/BusinessNameLine10Silicon Valley Association
ReturnHeader/Filer/Name/BusinessNameLine20of Health Underwriters
ReturnHeader/Filer/NameControl0SILI
ReturnHeader/Filer/USAddress/AddressLine10PO Box 1071
ReturnHeader/Filer/USAddress/City0Fresno
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093714
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-06
ReturnHeader/Officer/Name0ULRICH S STORZ
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Roeser Accountancy Corporation
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106535 N Palm Ave Ste 104
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Fresno
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode093704
ReturnHeader/Preparer/Name0WILLIAM E ROESER
ReturnHeader/Preparer/Phone05592255200
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-06T13:10:09-08:00

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