Civic Intelligence

The Surplus Line Association of California

990 • Fiscal year 2017 • EIN 94-0912095

Dec 01, 2016 to Nov 30, 2017 • Filed on Aug 28, 2018

Organization ProfileWWW.SLACAL.ORG

View Organization Page

12667 Alcosta Blvd No 450San Ramon, CA 94583

(415) 434-4900

Siviq Scores

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

Liabilities / Assets

61st percentile

0.33x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.43x

Higher debt load relative to revenue than 60% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2017

Net Margin

7th percentile

-13%

Higher net margin than 7% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$521,442

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2017

Asset Growth

18th percentile

-1.7%

Faster asset growth than 18% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

11%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$17,355,691

Down $300,039 (-1.7%) from 2016

Net Assets

Down

$11,707,150

Down $1,356,050 (-10%) from 2016

Liabilities

Up

$5,648,541

Up $1,056,011 (+23%) from 2016

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin7th percentile

Revenue

Up

$13,264,274

Up $1,306,854 (+11%) from 2016

Expenses

Up

$15,050,590

Up $1,997,564 (+15%) from 2016

Net Income

Down

-$1,786,316

Down $690,710 (-63%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$17,355,691
Liabilities$5,648,541
Net Assets$11,707,150
Open 2017 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$13,264,274
Expenses$15,050,590
Net Income-$1,786,316
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Aug 28, 2018
Return Version
2016v3.0
Gross Receipts
$13,264,274
Mission and Program Overview

Mission

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.

To help maintain a healthy, fair, and competitive surplus line marketplace in california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,287,500$7,944,429▲ $656,929
Investments in Publicly Traded Securities$3,642,897$4,014,771▲ $371,874
Savings and Temporary Cash Investments$4,212,100$2,274,201▼ $1,937,899
Accounts Receivable$1,650,905$2,197,933▲ $547,028
Cash and Non-Interest-Bearing Accounts$439,943$334,119▼ $105,824
Prepaid Expenses and Deferred Charges$343,024$227,461▼ $115,563
Total Assets$17,655,730$17,355,691▼ $300,039
Other Assets Total$79,361$362,777▲ $283,416
Liabilities
Other Liabilities$4,081,347$4,003,038▼ $78,309
Mortgage Notes Payable Secured by Investment Property$0$1,300,000▲ $1,300,000
Accounts Payable and Accrued Expenses$511,183$345,503▼ $165,680
Total Liabilities$4,592,530$5,648,541▲ $1,056,011
Net Assets / Fund Balance
Unrestricted Net Assets$13,063,200$11,707,150▼ $1,356,050
Total Net Assets Fund Balance$13,063,200$11,707,150▼ $1,356,050
Total Liabilities and Net Assets / Fund Balance$17,655,730$17,355,691▼ $300,039

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,933,674$7,570,392$14,504,066
Leasehold Improvements$1,010,755$648,996$1,659,751
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Benjamin MckayExecutive DirectorFT$379,250$142,192$521,442
Joy ErvenCOO & DirectorFT$210,630$70,307$280,937
Michael CaturegliVP, TechnologyFT$177,723$59,187$236,910
Susan BryantVP, FinanceFT$198,974$30,131$229,105
Thomas LieboldTeam Leader Applications DevelopmentFT$149,609$47,371$196,980
Pamela BoyesVP, Human ResourcesFT$117,867$49,400$167,267

Board Members and Trustees

NameTitle
Tom CiardelloChair
Chris HouskaPast Chair
Robert GilbertVice Chair
Davis MooreBoard Member
Denis BradyBoard Member
Gerald SullivanBoard Member
Hank HaldemanBoard Member
Janet BeaverBoard Member
Les RossBoard Member
Pam QuiliciBoard Member
Rupert HallBoard Member
Tim ChaixBoard Member
Chris KileyBoard Member (thru 2/9/17)
Ian FittBoard Member (thru 2/9/17)
Terri MoranSecretary & Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sdc 7 - ConstructionConstructionPO BOX 640, San Ramon, CA 94583$1,315,255
Infinity Software Development INCSoftware Developer1901 COMMONWEALTH LANE, Tallahassee, FL 32303$619,722
Rackspace US INCHosting ServicesPO BOX 730759, Dallas, TX 75373$230,289
Mayer Brown LLPLegal Services1221 AVENUE OF THE AMERICAS, New York, NY 10020$146,807
Dentons US LLPLegal ServicesDEPT 3078, Carol Stream, IL 60132$138,963
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,150,096
Investment Income
$114,178
Other Revenue
$0
Change in Net Assets
$-1,786,316

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,264,274
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$430,266
Total Revenue per Audited Statements
$13,694,540
Total Revenue per Form 990
$13,264,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,496,367
Other Expenses$6,502,723
Grants and Similar Amounts Paid$51,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$4,769,414
Current Officers, Directors, Trustees, and Key Employees---$1,632,639
Depreciation Depletion---$1,447,411
Other Employee Benefits---$1,355,179
Occupancy---$1,131,253
Fees for Services Other---$940,565
Office Expenses---$879,660
Travel---$666,738
Payroll Taxes---$479,556
Information Technology---$283,858
Fees for Services Legal---$264,767
Pension Plan Contributions---$259,579
Insurance---$144,394
Fees for Services Accounting---$136,824
Conferences and Meetings---$115,307
Grants to Domestic Orgs---$51,500
Other Expenses---$50,726
Fees for Services Lobbying---$50,006
All Other Expenses---$49,237
Interest---$20,944
Fees for Service Investment Mgmnt Fees---$5,941
Total Functional Expenses$0$0$0$15,050,590

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,050,590
Total Expenses per Audited Statements$15,050,590
Total Expenses per Form 990$15,050,590
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Insurance Industry Charitable FoundationLos Angeles, CA501(c)(3)General Support$26,000
Cal State Fullerton Philanthropic Foundation IncFullerton, CA501(c)(3)General Support$20,000
Emerging Insurance ProfessionalsSolana Beach, CA501(c)(6)General Support$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Family Member of Robert Gilbert, DirectorCaroline Gilbert Is an Employee of the AssociationNo$17,583
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Post Retirement Benefit Liability$1,697,468
Accrued Pension Liability$1,039,887
Other Accrued Liabilities$1,017,175
Deferred Rent$248,508
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization's accounting firm prepared the form 990 based on the information provided by the organization's director and stamping officer. The coo, hr and outside controller reviewed and sent to the executive director. The executive director reviewed and sent to the chairman before authorizing accounting firm to officially file the form 990.”

Form 990, Part VI, Section B, Line 12C

“At each board meeting, board members are required to disclose any conflicts or potential conflicts of interest to the board.”

Form 990, Part VI, Section B, Line 15

“The hr vp conducted a compensation review of similar positions and industry data, as well as contracted with an independent salary consultant. Executive director salaries are discussed in a one on one between the executive director and the chairman in their annual performance review.”

Form 990, Part VI, Section C, Line 19

“The governing documents are available on the organization's website. Financial statements are available upon request for the same period of time set forth in sec. 6104(d).”

Filing and Contact Details

Filer

Filer Name
The Surplus Line Association
EIN
94-0912095
Phone
4154344900
Address
12667 ALCOSTA BLVD NO 450, SAN RAMON, CA 94583

Signing Officer

Name
Benjamin J Mckay
Title
Executive Director
Phone
4154344900
Signed
2018-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Benjamin J Mckay
Formed
1937
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
12
Employees
84
Volunteers
15

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY ST STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The association has been granted a certificate of exemption from payment of federal and state income taxes under section 501(c)(6) of the internal revenue code and under section 23701e of the california revenue and taxation code. The association adopted guidance issued by the financial accounting standards board (fasb) which established a single model to address accounting for uncertain tax positions and clarified the accounting for income taxes by prescribing a minimum threshold a tax position is required to meet before being recognized in the financial statements. An uncertain tax position represents a tax position management determines may have a less than 50 percent chance of being sustained upon an examination by a taxing authority. While the association does not currently include an income tax provision in the financial statements, management monitors the reporting of uncertain tax positions used in preparation of the association's tax return, including applicable interest and penalties related to material uncertain tax positions, which could result in recording of an income tax provision in the future. The association evaluated its tax position for all open tax years. Currently, the tax years open and subject to examination are the 2014 through 2017 tax years by the internal revenue service and the 2013 through 2017 tax years by the california franchise tax board.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Unrealized gains on pension and post-retirement benefits 510,248.”

Raw XML AppendixShowing 400 of 640 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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IRS990/Desc0THE SLA PROVIDES INFORMATION AND INSTRUCTION TO ITS MEMBERS AND OTHER INTERESTED PERSONS CONCERNED BY BROADENING ITS COMMUNICATION CAPABILITIES, PRESENTING SEMINARS, EDUCATING THE INDUSTRY AND CONSUMERS IN SURPLUS LINE LAWS AND REGULATIONS, ASSISTING WITH THE REGULATORY COMPLIANCE QUESTIONS, AND DISSEMINATING, IN A TIMELY MATTER, UPDATED AND CURRENT INFORMATION RELATIVE TO THE SURPLUS LINE INDUSTRY. SLA CONSISTS OF 5,322 MEMBERS, ISSUED 1,405 CONTINUING EDUCATION CERTIFICATES, AND CONDUCTED 7 SEMINARS AND 18 BROKER VISITS AND TRAININGS.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1545672
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1619513
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1716352
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1837655
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1940015
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2049400
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM CIARDELLO
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT GILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm2TERRI MORAN
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS HOUSKA
IRS990/Form990PartVIISectionAGrp/PersonNm4JANET BEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm5DENIS BRADY
IRS990/Form990PartVIISectionAGrp/PersonNm6TIM CHAIX
IRS990/Form990PartVIISectionAGrp/PersonNm7HANK HALDEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8RUPERT HALL
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVIS MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm10PAM QUILICI
IRS990/Form990PartVIISectionAGrp/PersonNm11LES ROSS
IRS990/Form990PartVIISectionAGrp/PersonNm12GERALD SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm13IAN FITT
IRS990/Form990PartVIISectionAGrp/PersonNm14CHRIS KILEY
IRS990/Form990PartVIISectionAGrp/PersonNm15BENJAMIN MCKAY
IRS990/Form990PartVIISectionAGrp/PersonNm16JOY ERVEN
IRS990/Form990PartVIISectionAGrp/PersonNm17SUSAN BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm18MICHAEL CATUREGLI
IRS990/Form990PartVIISectionAGrp/PersonNm19THOMAS LIEBOLD
IRS990/Form990PartVIISectionAGrp/PersonNm20PAMELA BOYES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15475770
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16261424
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17212753
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18199255
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19156965
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20117867
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER (THRU 2/9/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER (THRU 2/9/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16COO & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP, FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP, TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt19TEAM LEADER APPLICATIONS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP, HUMAN RESOURCES
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01937
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToDomesticOrgsGrp/TotalAmt051500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt013264274
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0283858
IRS990/InsuranceGrp/TotalAmt0144394
IRS990/InterestGrp/TotalAmt020944
IRS990/InvestmentIncomeGrp/ExclusionAmt0114178
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0114178
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03642897
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04014771
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08219388
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07287500
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07944429
IRS990/LandBldgEquipCostOrOtherBssAmt016163817
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01300000
IRS990/NetAssetsOrFundBalancesBOYAmt013063200
IRS990/NetAssetsOrFundBalancesEOYAmt011707150
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0430266
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01131253
IRS990/OfficeExpensesGrp/TotalAmt0879660
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt079361
IRS990/OtherAssetsTotalGrp/EOYAmt0362777
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01355179
IRS990/OtherExpensesGrp/Desc0MOVING EXPENSES
IRS990/OtherExpensesGrp/Desc1LOSS ON ASSET DISPOSAL
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3RETIREE INSURANCE COST
IRS990/OtherExpensesGrp/TotalAmt0158004
IRS990/OtherExpensesGrp/TotalAmt196246
IRS990/OtherExpensesGrp/TotalAmt260842
IRS990/OtherExpensesGrp/TotalAmt350726
IRS990/OtherLiabilitiesGrp/BOYAmt04081347
IRS990/OtherLiabilitiesGrp/EOYAmt04003038
IRS990/OtherSalariesAndWagesGrp/TotalAmt04769414
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0479556
IRS990/PensionPlanContributionsGrp/TotalAmt0259579
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0343024
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0227461
IRS990/PrincipalOfficerNm0BENJAMIN J MCKAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0STAMPING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013150096
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013150096
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt051367
IRS990/PYInvestmentIncomeAmt0127268
IRS990/PYOtherExpensesAmt05243903
IRS990/PYOtherRevenueAmt034269
IRS990/PYProgramServiceRevenueAmt011795883
IRS990/PYRevenuesLessExpensesAmt0-1095606
IRS990/PYSalariesCompEmpBnftPaidAmt07757756
IRS990/PYTotalExpensesAmt013053026
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011957420
IRS990/ReconcilationRevenueExpnssAmt0-1786316
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04212100
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02274201
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt06933674
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07570392
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014504066
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt015050590
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01010755
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0648996
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01659751
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-79982
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01017175
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11039887
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21697468
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3248508
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER ACCRUED LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED POST RETIREMENT BENEFIT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DEFERRED RENT
IRS990ScheduleD/OtherRevenueAmt0510248
IRS990ScheduleD/RevenueNotReportedAmt0430266
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt013264274
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS BEEN GRANTED A CERTIFICATE OF EXEMPTION FROM PAYMENT OF FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND UNDER SECTION 23701E OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ASSOCIATION ADOPTED GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) WHICH ESTABLISHED A SINGLE MODEL TO ADDRESS ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND CLARIFIED THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. AN UNCERTAIN TAX POSITION REPRESENTS A TAX POSITION MANAGEMENT DETERMINES MAY HAVE A LESS THAN 50 PERCENT CHANCE OF BEING SUSTAINED UPON AN EXAMINATION BY A TAXING AUTHORITY. WHILE THE ASSOCIATION DOES NOT CURRENTLY INCLUDE AN INCOME TAX PROVISION IN THE FINANCIAL STATEMENTS, MANAGEMENT MONITORS THE REPORTING OF UNCERTAIN TAX POSITIONS USED IN PREPARATION OF THE ASSOCIATION'S TAX RETURN, INCLUDING APPLICABLE INTEREST AND PENALTIES RELATED TO MATERIAL UNCERTAIN TAX POSITIONS, WHICH COULD RESULT IN RECORDING OF AN INCOME TAX PROVISION IN THE FUTURE. THE ASSOCIATION EVALUATED ITS TAX POSITION FOR ALL OPEN TAX YEARS. CURRENTLY, THE TAX YEARS OPEN AND SUBJECT TO EXAMINATION ARE THE 2014 THROUGH 2017 TAX YEARS BY THE INTERNAL REVENUE SERVICE AND THE 2013 THROUGH 2017 TAX YEARS BY THE CALIFORNIA FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAINS ON PENSION AND POST-RETIREMENT BENEFITS 510,248.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07944429
IRS990ScheduleD/TotalExpensesPerForm990Amt015050590
IRS990ScheduleD/TotalLiabilityAmt04003038
IRS990ScheduleD/TotalRevenuePerForm990Amt013264274
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013694540

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,355,691
Liabilities
$5,648,541
Net assets
$11,707,150
Revenue
$13,264,274
Expenses
$15,050,590
Net income
-$1,786,316
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
2017Detailed filing. Detailed filing data is available for this year.$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