Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
990EZ • Fiscal year 2017 • EIN 77-0477306
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
Liabilities / Revenue
92nd percentile
Higher debt load relative to revenue than 92% of similar nonprofits.
Net Margin
87th percentile
Higher net margin than 87% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
83rd percentile
Faster asset growth than 83% of similar nonprofits.
Revenue Growth
72nd percentile
Faster revenue growth than 72% of similar nonprofits.
Assets
Up$89,803
Up $20,154 (+29%) from 2016
Net Assets
Up$66,078
Up $13,896 (+27%) from 2016
Liabilities
Up$23,725
Up $6,258 (+36%) from 2016
Revenue
Up$60,182
Up $6,643 (+12%) from 2016
Expenses
Down$46,286
Down $7,064 (-13%) from 2016
Net Income
Up$13,896
Up $13,707 (+7252%) from 2016
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.
| Description | Grants | Expenses |
|---|---|---|
| TO EDUCATE AND PROVIDE A FORUM FOR MEMBERS IN THE SILICON VALLEY HEALTH UNDERWRITERS PROFESSION | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MICHAEL TRAYNOR | President | - | $0 | - | - |
| SUSY SPACKMAN | Secretary | - | $0 | - | - |
| TRACEY LEWIS | Treasurer | - | $0 | - | - |
| KAREN GROGG | Leg Chair | - | $0 | - | - |
| NATHAN CARLSON | Executive Director | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Golf Tournament | $22,600 | $22,600 | $7,062 | $15,538 |
| Total Events | $22,600 | $22,600 | $11,887 | $10,713 |
“MISCELLANEOUS $6920”
“Newsletter advertising $5210”
“E-BLASTS $3691”
“Web logo advertising $1201”
“Advertising and Promotion $1040”
“Office Expenses $442”
“Travel $238”
“Conferences, Conventions, and Meetings $23020”
“Insurance $1263”
“BANK CHARGES $2808”
“DONATIONS $1000”
“WEBSITE $949”
“BOARD AND COMMITTEE $723”
“TELECOMUNICATIONS $275”
“INCOME TAX $21”
“Accounts Receivable - Beginning $1123 Accounts Receivable - Ending $750”
“Prepaid Expenses and Deferred Charges - Beginning $125 Prepaid Expenses and Deferred Charges - Ending $877”
“Accounts Payable and Accrued Expenses - Beginning $7521 Accounts Payable and Accrued Expenses - Ending $5460”
“Deferred Revenue - Beginning $9056 Deferred Revenue - Ending $18265”
“INCOME TAX PAYABLE - Beginning $890 INCOME TAX PAYABLE - Ending $0”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | CALIFORNIA ADVOCATES MGMT |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9162394099 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2520 VENTURE OAKS WAY SUITE 150 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SACRAMENTO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95833 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 68401 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 88176 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 13896 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 14380 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 69649 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 89803 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 22600 |
| IRS990EZ/GrossReceiptsAmt | 0 | 72069 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 17 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 5965 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 52182 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 66078 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 52182 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 66078 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MICHAEL TRAYNOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SUSY SPACKMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | TRACEY LEWIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KAREN GROGG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | NATHAN CARLSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | LEG CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Executive Dir. |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | true |
| IRS990EZ/OrganizationHadUBIInd | 0 | true |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1248 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1627 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 31779 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 17022 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 127 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 26465 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO EDUCATE AND PROVIDE A FORUM FOR MEMBERS IN THE SILICON VALLEY HEALTH UNDERWRITERS PROFESSION |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 11887 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 10713 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 17467 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 23725 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 46286 |
| IRS990EZ/TotalRevenueAmt | 0 | 60182 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/Form1120POLFiledInd | 0 | false |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/Section527PoliticalOrgGrp/EIN | 0 | 954251167 |
| IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt | 0 | CAHU AC |
| IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt | 0 | 455 CAPITOL MALL STE 600 |
| IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm | 0 | SACRAMENTO |
| IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd | 0 | 95814 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt | 0 | ORGANIZATION MADE CASH CONTRIBTUIONS TO POLITICAL ACTION COMMITTE |
| IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I-A, Line 1 - Direct and Indirect Political Campaign Activities |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 11887 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | GOLF TOURNAMENT |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 4825 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 4825 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 22600 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 22600 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 22600 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 22600 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 10713 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 7062 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 7062 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | MISCELLANEOUS $6920 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | NEWSLETTER ADVERTISING $5210 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | E-BLASTS $3691 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | WEB LOGO ADVERTISING $1201 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Advertising and Promotion $1040 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Office Expenses $442 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Travel $238 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Conferences, Conventions, and Meetings $23020 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Insurance $1263 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | BANK CHARGES $2808 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | DONATIONS $1000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | WEBSITE $949 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | BOARD AND COMMITTEE $723 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | TELECOMUNICATIONS $275 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | INCOME TAX $21 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | Accounts Receivable - Beginning $1123 Accounts Receivable - Ending $750 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | Prepaid Expenses and Deferred Charges - Beginning $125 Prepaid Expenses and Deferred Charges - Ending $877 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | Accounts Payable and Accrued Expenses - Beginning $7521 Accounts Payable and Accrued Expenses - Ending $5460 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 18 | Deferred Revenue - Beginning $9056 Deferred Revenue - Ending $18265 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 19 | INCOME TAX PAYABLE - Beginning $890 INCOME TAX PAYABLE - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Revenue.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Revenue.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Revenue.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 18 | Total Liabilities.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 19 | Total Liabilities.1 |
| ReturnHeader/BuildTS | 0 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHAEL TRAYNOR |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-01-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SILICON VALLEY ASSOCIATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | OF HEALTH UNERWRITERS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SILI |
| ReturnHeader/Filer/EIN | 0 | 770477306 |
| ReturnHeader/Filer/PhoneNum | 0 | 9162394099 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2520 VENTURE OAKS WAY |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SACRAMENTO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95833 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Haley Shaw & Butikofer LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2200-B DOUGLAS BLVD STE 250B |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ROSEVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 95661 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9167868880 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | John Shaw |
| ReturnHeader/ReturnTs | 0 | 2018-01-11T14:58:09-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.