Civic Intelligence

Silicon Valley Association of Health Underwriters

990EZ • Fiscal year 2017 • EIN 77-0477306

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 10, 2018

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

84th percentile

0.26x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

0.39x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

87th percentile

23%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

83rd percentile

29%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

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

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

2017

Assets$89,803
Liabilities$23,725
Net Assets$66,078

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

2017

Revenue$60,182
Expenses$46,286
Net Income$13,896
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 10, 2018
Return Version
2016v3.0
Gross Receipts
$72,069
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
MICHAEL TRAYNORPresident-$0--
SUSY SPACKMANSecretary-$0--
TRACEY LEWISTreasurer-$0--
KAREN GROGGLeg Chair-$0--
NATHAN CARLSONExecutive Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$22,600$22,600$7,062$15,538
Total Events$22,600$22,600$11,887$10,713
Political and Lobbying Activity
In-house lobbying only
No
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
2018-01-10
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

MISCELLANEOUS $6920

Other Revenue.2

Newsletter advertising $5210

Other Revenue.3

E-BLASTS $3691

Other Revenue.4

Web logo advertising $1201

Other Expenses.1001

Advertising and Promotion $1040

Other Expenses.1002

Office Expenses $442

Other Expenses.1005

Travel $238

Other Expenses.1007

Conferences, Conventions, and Meetings $23020

Other Expenses.1012

Insurance $1263

Other Expenses.1

BANK CHARGES $2808

Other Expenses.2

DONATIONS $1000

Other Expenses.3

WEBSITE $949

Other Expenses.4

BOARD AND COMMITTEE $723

Other Expenses.5

TELECOMUNICATIONS $275

Other Expenses.7

INCOME TAX $21

Other Assets.1005

Accounts Receivable - Beginning $1123 Accounts Receivable - Ending $750

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $125 Prepaid Expenses and Deferred Charges - Ending $877

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $7521 Accounts Payable and Accrued Expenses - Ending $5460

Total Liabilities.1003

Deferred Revenue - Beginning $9056 Deferred Revenue - Ending $18265

Total Liabilities.1

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

Raw XML Appendix174 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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02520 VENTURE OAKS WAY SUITE 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095833
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068401
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IRS990EZ/MembershipDuesAmt05965
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL TRAYNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSY SPACKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACEY LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN GROGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NATHAN CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LEG CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01248
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01627
IRS990EZ/OtherExpensesTotalAmt031779
IRS990EZ/OtherRevenueTotalAmt017022
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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/PrintingPublicationsPostageAmt0127
IRS990EZ/ProgramServiceRevenueAmt026465
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO EDUCATE AND PROVIDE A FORUM FOR MEMBERS IN THE SILICON VALLEY HEALTH UNDERWRITERS PROFESSION
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt010713
IRS990EZ/SubjectToProxyTaxInd0true
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
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IRS990ScheduleC/OnlyInHouseLobbyingInd0false
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IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0SACRAMENTO
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IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd095814
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011887
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04825
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022600
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010713
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07062
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $6920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEWSLETTER ADVERTISING $5210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2E-BLASTS $3691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEB LOGO ADVERTISING $1201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising and Promotion $1040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Expenses $442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Travel $238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Conferences, Conventions, and Meetings $23020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Insurance $1263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $2808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DONATIONS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11WEBSITE $949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BOARD AND COMMITTEE $723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TELECOMUNICATIONS $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14INCOME TAX $21
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Receivable - Beginning $1123 Accounts Receivable - Ending $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Prepaid Expenses and Deferred Charges - Beginning $125 Prepaid Expenses and Deferred Charges - Ending $877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accounts Payable and Accrued Expenses - Beginning $7521 Accounts Payable and Accrued Expenses - Ending $5460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Deferred Revenue - Beginning $9056 Deferred Revenue - Ending $18265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19INCOME TAX PAYABLE - Beginning $890 INCOME TAX PAYABLE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL TRAYNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-10
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/ReturnTs02018-01-11T14:58:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings