Civic Intelligence

Silicon Valley Association of Health Underwriters

990EZ • Fiscal year 2018 • EIN 77-0477306

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 13, 2019

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

70th percentile

0.07x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.05x

Higher debt load relative to revenue than 71% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

37th percentile

-2.2%

Higher net margin than 37% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

14th percentile

-23%

Faster asset growth than 14% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

67%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

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

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

2018

Assets$68,983
Liabilities$5,096
Net Assets$63,887

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

2018

Revenue$100,477
Expenses$102,668
Net Income-$2,191
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 13, 2019
Return Version
2017v2.2
Gross Receipts
$100,477
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
LANEA RILEYPresident-$0--
SUSY SPACKMANSecretary-$0--
GINA POONTreasurer-$0--
KAREN GROGGLeg Chair-$0--
NATHAN CARLSONExecutive Director-$0--
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
Lanea Riley
Title
President
Signed
2019-02-13
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 $1935

Other Revenue.2

E-BLASTS $1750

Other Revenue.3

Web logo advertising $1575

Other Revenue.4

Newsletter advertising $1550

Other Expenses.1002

Office Expenses $954

Other Expenses.1007

Conferences, Conventions, and Meetings $69149

Other Expenses.1012

Insurance $1570

Other Expenses.1

CAHU PAC $5000

Other Expenses.2

DONATIONS $3000

Other Expenses.3

BANK CHARGES $2489

Other Expenses.4

Board and committee $2200

Other Expenses.5

AWARDS AND GIFTS $1390

Other Expenses.7

WEBSITE $945

Other Expenses.8

TELECOMUNICATIONS $300

Other Assets.1005

Accounts Receivable - Beginning $750 Accounts Receivable - Ending $862

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $877 Prepaid Expenses and Deferred Charges - Ending $584

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $5460 Accounts Payable and Accrued Expenses - Ending $1601

Total Liabilities.1003

Deferred Revenue - Beginning $18265 Deferred Revenue - Ending $3475

Total Liabilities.1

INCOME TAX PAYABLE - Beginning $0 INCOME TAX PAYABLE - Ending $20

Raw XML Appendix161 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CALIFORNIA ADVOCATES MGMT
IRS990EZ/BooksInCareOfDetail/PhoneNum09162394099
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02520 VENTURE OAKS WAY SUITE 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095833
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088176
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067537
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2191
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014430
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089803
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068983
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0100477
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05810
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066078
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063887
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066078
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063887
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LANEA RILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSY SPACKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GINA POON
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/BOYAmt01627
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01446
IRS990EZ/OtherExpensesTotalAmt086997
IRS990EZ/OtherRevenueTotalAmt06810
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/PrintingPublicationsPostageAmt01241
IRS990EZ/ProgramServiceRevenueAmt087840
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO EDUCATE AND PROVIDE A FORUM FOR MEMBERS IN THE SILICON VALLEY HEALTH UNDERWRITERS PROFESSION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt023725
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05096
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102668
IRS990EZ/TotalRevenueAmt0100477
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0954251167
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0CAHU AC
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0455 CAPITOL MALL STE 600
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $1935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1E-BLASTS $1750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEB LOGO ADVERTISING $1575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NEWSLETTER ADVERTISING $1550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses $954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, Conventions, and Meetings $69149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $1570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CAHU PAC $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DONATIONS $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $2489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BOARD AND COMMITTEE $2200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11AWARDS AND GIFTS $1390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12WEBSITE $945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TELECOMUNICATIONS $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Receivable - Beginning $750 Accounts Receivable - Ending $862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Prepaid Expenses and Deferred Charges - Beginning $877 Prepaid Expenses and Deferred Charges - Ending $584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Payable and Accrued Expenses - Beginning $5460 Accounts Payable and Accrued Expenses - Ending $1601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Deferred Revenue - Beginning $18265 Deferred Revenue - Ending $3475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18INCOME TAX PAYABLE - Beginning $0 INCOME TAX PAYABLE - Ending $20
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.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LANEA RILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-13
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/PreparerFirmEIN0680369828
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/ReturnTs02019-02-14T09:14:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)6 • <$500k nonprofits