Civic Intelligence

The Surplus Line Association

EIN 94-0912095 • 501(c)6 • San Ramon, CA

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Profile

Our mission is to ensure that a responsive and lawful surplus line insurance market is maintained in california. Our measures of success in this respect are that the consumer is protected, the needs of the regulators are well-served, and unlawful activities are curtailed. Through a professional and committed organization, utilizing state of the art technology and a challenging work environment, we respond to the needs of the california consumer, our membership, and appropriate public agencies. We provide education, processing, evaluation, and dissemination of surplus line data and information to help ensure the financial integrity and stability of the surplus line market.

12667 Alcosta Blvd No 450San Ramon, CA 94583

www.slacal.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.09x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)6 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.16x

Higher debt load relative to revenue than 16% of similar nonprofits.

501(c)6 • $50M-$100M nonprofits • Source year 2024

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

501(c)6 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$1,202,017

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

501(c)6 • $50M-$100M nonprofits • Source year 2024

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

501(c)6 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

4.4%

Faster revenue growth than 40% of similar nonprofits.

501(c)6 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$61,889,711

Up $5,869,089 (+10%) from 2023

Liabilities

Down

$5,841,306

Down $37,041 (-0.6%) from 2023

Net Assets

Up

$56,048,405

Up $5,906,130 (+12%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin71st percentile

Revenue

Up

$35,815,570

Up $1,507,874 (+4.4%) from 2023

Expenses

Up

$30,898,115

Up $2,906,666 (+10%) from 2023

Net Income

Down

$4,917,455

Down $1,398,792 (-22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2011: $14,987,260Liabilities 2011: $4,300,367Net Assets 2011: $10,686,8932011Assets 2012: $16,013,028Liabilities 2012: $5,156,685Net Assets 2012: $10,856,3432012Assets 2013: $17,653,886Liabilities 2013: $3,619,421Net Assets 2013: $14,034,4652013Assets 2014: $18,173,157Liabilities 2014: $3,541,753Net Assets 2014: $14,631,4042014Assets 2015: $18,743,090Liabilities 2015: $5,129,507Net Assets 2015: $13,613,5832015Assets 2016: $17,655,730Liabilities 2016: $4,592,530Net Assets 2016: $13,063,2002016Assets 2017: $17,355,691Liabilities 2017: $5,648,541Net Assets 2017: $11,707,1502017Assets 2018: $15,994,419Liabilities 2018: $7,005,960Net Assets 2018: $8,988,4592018Assets 2019: $16,542,954Liabilities 2019: $5,864,511Net Assets 2019: $10,678,4432019Assets 2020: $21,121,074Liabilities 2020: $4,622,705Net Assets 2020: $16,498,3692020Assets 2021: $30,618,927Liabilities 2021: $4,008,178Net Assets 2021: $26,610,7492021Assets 2022: $46,303,421Liabilities 2022: $3,445,286Net Assets 2022: $42,858,1352022Assets 2023: $56,020,622Liabilities 2023: $5,878,347Net Assets 2023: $50,142,2752023Assets 2024: $61,889,711Liabilities 2024: $5,841,306Net Assets 2024: $56,048,4052024

Highlighted filing

2024

Assets$61,889,711
Liabilities$5,841,306
Net Assets$56,048,405
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $10,525,380Expenses 2011: $10,805,029Net Income 2011: -$279,6492011Expenses 2012: $11,656,5752012Expenses 2013: $10,213,5432013Revenue 2014: $11,927,547Expenses 2014: $11,396,890Net Income 2014: $530,6572014Revenue 2015: $12,218,537Expenses 2015: $11,833,098Net Income 2015: $385,4392015Revenue 2016: $11,957,420Expenses 2016: $13,053,026Net Income 2016: -$1,095,6062016Revenue 2017: $13,264,274Expenses 2017: $15,050,590Net Income 2017: -$1,786,3162017Revenue 2018: $15,301,542Expenses 2018: $17,145,431Net Income 2018: -$1,843,8892018Revenue 2019: $20,020,179Expenses 2019: $19,039,397Net Income 2019: $980,7822019Revenue 2020: $24,706,176Expenses 2020: $19,416,119Net Income 2020: $5,290,0572020Revenue 2021: $32,067,894Expenses 2021: $21,566,255Net Income 2021: $10,501,6392021Revenue 2022: $41,619,024Expenses 2022: $24,216,734Net Income 2022: $17,402,2902022Revenue 2023: $34,307,696Expenses 2023: $27,991,449Net Income 2023: $6,316,2472023Revenue 2024: $35,815,570Expenses 2024: $30,898,115Net Income 2024: $4,917,4552024

Highlighted filing

2024

Revenue$35,815,570
Expenses$30,898,115
Net Income$4,917,455
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$61,889,711
Liabilities
$5,841,306
Net assets
$56,048,405
Revenue
$35,815,570
Expenses
$30,898,115
Net income
$4,917,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.9$5.84$56.0$35.8$30.9$4.92
2023Summary only. Only limited summary data is available for this year.$56.0$5.88$50.1$34.3$28.0$6.32
2022Summary only. Only limited summary data is available for this year.$46.3$3.45$42.9$41.6$24.2$17.4
2021Summary only. Only limited summary data is available for this year.$30.6$4.01$26.6$32.1$21.6$10.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$4.62$16.5$24.7$19.4$5.29
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$5.86$10.7$20.0$19.0$0.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$7.01$8.99$15.3$17.1$1.84
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$5.65$11.7$13.3$15.1$1.79
2016Detailed filing. Detailed filing data is available for this year.$17.7$4.59$13.1$12.0$13.1$1.10
2015Detailed filing. Detailed filing data is available for this year.$18.7$5.13$13.6$12.2$11.8$0.39
2014Detailed filing. Detailed filing data is available for this year.$18.2$3.54$14.6$11.9$11.4$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$3.62$14.0$10.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$5.16$10.9$11.7
2011Summary only. Only limited summary data is available for this year.$15.0$4.30$10.7$10.5$10.8$0.28
Peer Organizations

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