Civic Intelligence

Silicon Valley Association of Health Underwriters

990EZ • Fiscal year 2022 • EIN 77-0477306

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 07, 2023

2520 Venture Oaks Way 150Sacramento, CA 95833

(916) 239-4099

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.23x

Higher debt load relative to assets than 82% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

0.50x

Higher debt load relative to revenue than 93% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

11th percentile

-37%

Higher net margin than 11% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

55th percentile

2.7%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

47%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$73,674

Up $1,913 (+2.7%) from 2021

Net Assets

Down

$57,022

Down $12,327 (-18%) from 2021

Liabilities

Up

$16,652

Up $14,240 (+590%) from 2021

Revenue

Up

$33,087

Up $10,518 (+47%) from 2021

Expenses

Up

$45,414

Up $17,577 (+63%) from 2021

Net Income

Down

-$12,327

Down $7,059 (-134%) from 2021

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

2022

Assets$73,674
Liabilities$16,652
Net Assets$57,022

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

2022

Revenue$33,087
Expenses$45,414
Net Income-$12,327
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 7, 2023
Return Version
2021v4.1
Gross Receipts
$33,087
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
NICK JAUHALPresident-$0--
SUSY SPACKMANSecretary-$0--
GINA POONTreasurer-$0--
KAREN GROGGLeg Chair-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Silicon Valley Association
EIN
77-0477306
Phone
9162394099
Address
2520 VENTURE OAKS WAY 150, SACRAMENTO, CA 95833

Signing Officer

Name
Michael Traynor
Title
President
Signed
2023-03-07
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

Office Expenses $2053

Other Expenses.1007

Conferences, Conventions, and Meetings $21877

Other Expenses.1012

Insurance $1878

Other Expenses.1

DONATIONS $3000

Other Expenses.2

CAHU PAC $2000

Other Expenses.3

BANK CHARGES $931

Other Expenses.4

TELEPHONE $300

Other Assets.1005

Accounts Receivable - Beginning $4030 Accounts Receivable - Ending $2510

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $1098 Prepaid Expenses and Deferred Charges - Ending $1370

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $2412 Accounts Payable and Accrued Expenses - Ending $16652

Raw XML Appendix145 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/OtherExpensesTotalAmt032039
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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/PrintingPublicationsPostageAmt035
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0true
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATIONS $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CAHU PAC $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE $300
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Prepaid Expenses and Deferred Charges - Beginning $1098 Prepaid Expenses and Deferred Charges - Ending $1370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable and Accrued Expenses - Beginning $2412 Accounts Payable and Accrued Expenses - Ending $16652
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-07
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ReturnHeader/Filer/BusinessNameControlTxt0SILI
ReturnHeader/Filer/EIN0770477306
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
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ReturnHeader/PreparerPersonGrp/PhoneNum09169200222
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ReturnHeader/ReturnTs02023-03-07T12:34:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michael
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Traynor
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)6 • <$500k nonprofits