Civic Intelligence

Silicon Valley Association of Health Underwriters

990EZ • Fiscal year 2016 • EIN 77-0477306

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 08, 2016

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

83rd percentile

0.25x

Higher debt load relative to assets than 83% of similar nonprofits.

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

Liabilities / Revenue

90th percentile

0.33x

Higher debt load relative to revenue than 90% of similar nonprofits.

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

Net Margin

43rd percentile

0.4%

Higher net margin than 43% 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

43rd percentile

-0.3%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Down

$69,649

Down $208 (-0.3%) from 2015

Net Assets

Up

$52,182

Up $189 (+0.4%) from 2015

Liabilities

Down

$17,467

Down $397 (-2.2%) from 2015

Revenue

Down

$53,539

Down $17,237 (-24%) from 2015

Expenses

Down

$53,350

Down $17,549 (-25%) from 2015

Net Income

Up

$189

Up $312 (+254%) from 2015

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

2016

Assets$69,649
Liabilities$17,467
Net Assets$52,182

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

2016

Revenue$53,539
Expenses$53,350
Net Income$189
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 8, 2016
Return Version
2015v3.0
Gross Receipts
$88,470
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.

Program Services

DescriptionGrantsExpenses
TO EDUCATE AND PROVIDE A FORUM FOR MEMBERS IN THE SILICON VALLEY HEALTH UNDERWRITERS PROFESSION--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN BOBINCHECKPresident-$0--
SUSY SPACKMANSecretary-$0--
TRACEY LEWISTreasurer-$0--
KAREN GROGGLeg Chair-$0--
MICHAEL TRAYNORPast President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$30,597$30,597$3,317$27,280
Health Expo$20,625$20,625$513$20,112
Total Events$51,222$51,222$34,931$16,291
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$6,500
Political Expenditures$6,500
Total Exempt Function Spending$6,500
Total Nondeductible Lobbying and Political Cost$6,500

Section 527 Organizations

OrganizationLocationAmount
95-4251167Sacramento, CA$6,500
Filing and Contact Details

Filer

Filer Name
Silicon Valley Association
EIN
77-0477306
Phone
9162394099
Address
2520 VENTURE OAKS WAY, SACRAMENTO, CA 95833

Signing Officer

Name
Michael Traynor
Title
President
Signed
2016-12-08
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

Newsletter advertising $9671

Other Revenue.2

MISCELLANEOUS $6741

Other Revenue.3

E-BLASTS $5088

Other Revenue.4

Web logo advertising $1103

Other Expenses.1002

Office Expenses $135

Other Expenses.1007

Conferences, Conventions, and Meetings $14145

Other Expenses.1012

Insurance $1390

Other Expenses.1

DONATIONS $8800

Other Expenses.2

PAC DONATION $6500

Other Expenses.3

BANK CHARGES $2487

Other Expenses.4

Board and committee $1296

Other Expenses.5

INCOME TAX $1090

Other Expenses.6

MARKETING $975

Other Expenses.7

AWARDS $720

Other Expenses.8

TELECOMUNICATIONS $670

Other Expenses.9

WEBSITE $637

Other Assets.1005

Accounts Receivable - Beginning $627 Accounts Receivable - Ending $1123

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $4810 Prepaid Expenses and Deferred Charges - Ending $125

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $5199 Accounts Payable and Accrued Expenses - Ending $7521

Total Liabilities.1003

Deferred Revenue - Beginning $12665 Deferred Revenue - Ending $9056

Total Liabilities.1

INCOME TAX PAYABLE - Beginning $0 INCOME TAX PAYABLE - Ending $890

Raw XML Appendix192 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/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL TRAYNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LEG CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
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IRS990EZ/OtherExpensesTotalAmt038845
IRS990EZ/OtherRevenueTotalAmt022603
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/PrintingPublicationsPostageAmt0125
IRS990EZ/ProgramServiceRevenueAmt08234
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleC/AggregateReportedDuesNtcAmt0959
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IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0954251167
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IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt06500
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0455 CAPITOL MALL STE 600
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0SACRAMENTO
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION MADE CASH CONTRIBTUIONS TO POLITICAL ACTION COMMITTE
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleC/TaxableAmt05435
IRS990ScheduleC/TotalExemptFunctionExpendAmt06500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034931
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HEALTH EXPO
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08465
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt010276
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt018741
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020625
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020625
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016291
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03830
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03317
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0513
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012360
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NEWSLETTER ADVERTISING $9671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS $6741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2E-BLASTS $5088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEB LOGO ADVERTISING $1103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses $135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, Conventions, and Meetings $14145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $1390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DONATIONS $8800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAC DONATION $6500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $2487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BOARD AND COMMITTEE $1296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11INCOME TAX $1090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MARKETING $975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13AWARDS $720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14TELECOMUNICATIONS $670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15WEBSITE $637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Receivable - Beginning $627 Accounts Receivable - Ending $1123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Prepaid Expenses and Deferred Charges - Beginning $4810 Prepaid Expenses and Deferred Charges - Ending $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounts Payable and Accrued Expenses - Beginning $5199 Accounts Payable and Accrued Expenses - Ending $7521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Deferred Revenue - Beginning $12665 Deferred Revenue - Ending $9056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20INCOME TAX PAYABLE - Beginning $0 INCOME TAX PAYABLE - Ending $890
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.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL TRAYNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SILICON VALLEY ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF HEALTH UNERWRITERS
ReturnHeader/Filer/BusinessNameControlTxt0SILI
ReturnHeader/Filer/EIN0770477306
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/ReturnTs02017-01-13T09:52:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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