Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
990EZ • Fiscal year 2018 • EIN 77-0477306
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
Liabilities / Revenue
71st percentile
Higher debt load relative to revenue than 71% of similar nonprofits.
Net Margin
37th percentile
Higher net margin than 37% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
95th percentile
Faster revenue growth than 95% of similar nonprofits.
Assets
Down$68,983
Down $20,820 (-23%) from 2017
Net Assets
Down$63,887
Down $2,191 (-3.3%) from 2017
Liabilities
Down$5,096
Down $18,629 (-79%) from 2017
Revenue
Up$100,477
Up $40,295 (+67%) from 2017
Expenses
Up$102,668
Up $56,382 (+122%) from 2017
Net Income
Down-$2,191
Down $16,087 (-116%) from 2017
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 |
|---|---|---|---|---|---|
| LANEA RILEY | President | - | $0 | - | - |
| SUSY SPACKMAN | Secretary | - | $0 | - | - |
| GINA POON | Treasurer | - | $0 | - | - |
| KAREN GROGG | Leg Chair | - | $0 | - | - |
| NATHAN CARLSON | Executive Director | - | $0 | - | - |
“MISCELLANEOUS $1935”
“E-BLASTS $1750”
“Web logo advertising $1575”
“Newsletter advertising $1550”
“Office Expenses $954”
“Conferences, Conventions, and Meetings $69149”
“Insurance $1570”
“CAHU PAC $5000”
“DONATIONS $3000”
“BANK CHARGES $2489”
“Board and committee $2200”
“AWARDS AND GIFTS $1390”
“WEBSITE $945”
“TELECOMUNICATIONS $300”
“Accounts Receivable - Beginning $750 Accounts Receivable - Ending $862”
“Prepaid Expenses and Deferred Charges - Beginning $877 Prepaid Expenses and Deferred Charges - Ending $584”
“Accounts Payable and Accrued Expenses - Beginning $5460 Accounts Payable and Accrued Expenses - Ending $1601”
“Deferred Revenue - Beginning $18265 Deferred Revenue - Ending $3475”
“INCOME TAX PAYABLE - Beginning $0 INCOME TAX PAYABLE - Ending $20”
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 | 88176 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 67537 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -2191 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 14430 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 89803 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 68983 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 100477 |
| 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 | 5810 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 66078 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 63887 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 66078 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 63887 |
| 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 | LANEA RILEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SUSY SPACKMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | GINA POON |
| 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 | 1627 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1446 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 86997 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 6810 |
| 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 | 1241 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 87840 |
| 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 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 23725 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 5096 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 102668 |
| IRS990EZ/TotalRevenueAmt | 0 | 100477 |
| 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | MISCELLANEOUS $1935 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | E-BLASTS $1750 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | WEB LOGO ADVERTISING $1575 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | NEWSLETTER ADVERTISING $1550 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Office Expenses $954 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Conferences, Conventions, and Meetings $69149 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Insurance $1570 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | CAHU PAC $5000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | DONATIONS $3000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | BANK CHARGES $2489 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | BOARD AND COMMITTEE $2200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | AWARDS AND GIFTS $1390 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | WEBSITE $945 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | TELECOMUNICATIONS $300 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Accounts Receivable - Beginning $750 Accounts Receivable - Ending $862 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | Prepaid Expenses and Deferred Charges - Beginning $877 Prepaid Expenses and Deferred Charges - Ending $584 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | Accounts Payable and Accrued Expenses - Beginning $5460 Accounts Payable and Accrued Expenses - Ending $1601 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | Deferred Revenue - Beginning $18265 Deferred Revenue - Ending $3475 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 18 | INCOME TAX PAYABLE - Beginning $0 INCOME TAX PAYABLE - Ending $20 |
| 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.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | Total Liabilities.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 18 | Total Liabilities.1 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LANEA RILEY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-02-13 |
| 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/PreparerFirmEIN | 0 | 680369828 |
| 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 | 2019-02-14T09:14:01-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)6 • <$500k nonprofits
Springfield, NJ
View Organization501(c)6
Revenue vs current organization
57% lowerAssets vs current organization
97% lowerSacramento, CA
View Organization501(c)6
Revenue vs current organization
33% lowerAssets vs current organization
45% higherOverland Park, KS
View Organization501(c)6
Revenue vs current organization
About the sameAssets vs current organization
20% higherCedar Park, TX
View Organization501(c)6
Revenue vs current organization
About the sameAssets vs current organization
25% lower