Civic Intelligence

Silicon Valley Association of Health Underwriters

990EZ • Fiscal year 2020 • EIN 77-0477306

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 08, 2021

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

63rd percentile

0.04x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.06x

Higher debt load relative to revenue than 67% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

18th percentile

-19%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

-8.0%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$77,707

Down $18,438 (-19%) from 2019

Net Assets

Up

$74,617

Up $12,530 (+20%) from 2019

Liabilities

Down

$3,090

Down $30,968 (-91%) from 2019

Revenue

Down

$50,867

Down $4,437 (-8.0%) from 2019

Expenses

Down

$38,337

Down $18,767 (-33%) from 2019

Net Income

Up

$12,530

Up $14,330 (+796%) from 2019

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

2020

Assets$77,707
Liabilities$3,090
Net Assets$74,617

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

2020

Revenue$50,867
Expenses$38,337
Net Income$12,530
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 8, 2021
Return Version
2019v5.0
Gross Receipts
$50,867
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
2021-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Shaw Accountancy Corporation
Address
3416 American River Dr Ste A, Sacramento, CA 95864-5753
Preparer
John Shaw
Phone
9169200222
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $2718

Other Expenses.1007

Conferences, Conventions, and Meetings $11580

Other Expenses.1012

Insurance $1585

Other Expenses.1

CAHU PAC $6500

Other Expenses.2

BANK CHARGES $1416

Other Assets.1005

Accounts Receivable - Beginning $3200 Accounts Receivable - Ending $0

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $1462 Prepaid Expenses and Deferred Charges - Ending $7610

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $19353 Accounts Payable and Accrued Expenses - Ending $1140

Total Liabilities.1003

Deferred Revenue - Beginning $14705 Deferred Revenue - Ending $1950

Raw XML Appendix141 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/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LEG CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04662
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07610
IRS990EZ/OtherExpensesTotalAmt023799
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/PrintingPublicationsPostageAmt083
IRS990EZ/ProgramServiceRevenueAmt018164
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
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990ScheduleC/OnlyInHouseLobbyingInd0false
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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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $11580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CAHU PAC $6500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $1416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $3200 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prepaid Expenses and Deferred Charges - Beginning $1462 Prepaid Expenses and Deferred Charges - Ending $7610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $19353 Accounts Payable and Accrued Expenses - Ending $1140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Deferred Revenue - Beginning $14705 Deferred Revenue - Ending $1950
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1003
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LANEA RILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SILICON VALLEY ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF HEALTH UNDERWRITERS
ReturnHeader/Filer/BusinessNameControlTxt0SILI
ReturnHeader/Filer/EIN0770477306
ReturnHeader/Filer/PhoneNum09162394099
ReturnHeader/Filer/USAddress/AddressLine1Txt02520 VENTURE OAKS WAY
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03416 American River Dr Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958645753
ReturnHeader/PreparerPersonGrp/PhoneNum09169200222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Shaw
ReturnHeader/ReturnTs02021-03-08T16:55:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings