Civic Intelligence

Self Insurance Institute

EIN 95-3619991 • 501(c)6 • Simpsonville, SC

Profile

General advancement of cooperation between members engaged in the self-insurance industry or users of self-insurance services.

103 N Maple StreetSimpsonville, SC 29681

www.siia.org

Siviq Scores

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

Liabilities / Assets

76th percentile

0.44x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.25x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Net Margin

53rd percentile

5.3%

Higher net margin than 53% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

501(c)6 • $5M-$10M nonprofits • Source year 2024

Asset Growth

47th percentile

4.2%

Faster asset growth than 47% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$4,121,881

Up $167,175 (+4.2%) from 2023

Liabilities

Down

$1,804,076

Down $230,879 (-11%) from 2023

Net Assets

Up

$2,317,805

Up $398,054 (+21%) from 2023

Operations
Liabilities / Revenue45th percentileNet Margin53rd percentile

Revenue

Up

$7,321,814

Up $780,579 (+12%) from 2023

Expenses

Up

$6,934,212

Up $671,164 (+11%) from 2023

Net Income

Up

$387,602

Up $109,415 (+39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $920,701Liabilities 2010: $685,561Net Assets 2010: $235,1402010Assets 2011: $925,103Liabilities 2011: $693,724Net Assets 2011: $231,3792011Assets 2012: $1,176,201Liabilities 2012: $838,928Net Assets 2012: $337,2732012Assets 2013: $1,443,574Liabilities 2013: $842,404Net Assets 2013: $601,1702013Assets 2014: $1,860,895Liabilities 2014: $1,041,969Net Assets 2014: $818,9262014Assets 2015: $2,160,922Liabilities 2015: $978,794Net Assets 2015: $1,182,1282015Assets 2016: $2,571,308Liabilities 2016: $1,175,510Net Assets 2016: $1,395,7982016Assets 2017: $2,557,380Liabilities 2017: $1,040,361Net Assets 2017: $1,517,0192017Assets 2018: $3,138,560Liabilities 2018: $1,296,541Net Assets 2018: $1,842,0192018Assets 2019: $2,508,141Liabilities 2019: $1,303,376Net Assets 2019: $1,204,7652019Assets 2020: $2,140,600Liabilities 2020: $868,318Net Assets 2020: $1,272,2822020Assets 2021: $2,577,903Liabilities 2021: $1,213,330Net Assets 2021: $1,364,5732021Assets 2022: $3,219,396Liabilities 2022: $1,602,581Net Assets 2022: $1,616,8152022Assets 2023: $3,954,706Liabilities 2023: $2,034,955Net Assets 2023: $1,919,7512023Assets 2024: $4,121,881Liabilities 2024: $1,804,076Net Assets 2024: $2,317,8052024

Highlighted filing

2024

Assets$4,121,881
Liabilities$1,804,076
Net Assets$2,317,805
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $3,097,6392010Revenue 2011: $3,077,789Expenses 2011: $3,075,783Net Income 2011: $2,0062011Revenue 2012: $3,170,403Expenses 2012: $3,064,509Net Income 2012: $105,8942012Revenue 2013: $3,494,024Expenses 2013: $3,230,127Net Income 2013: $263,8972013Revenue 2014: $3,809,116Expenses 2014: $3,591,360Net Income 2014: $217,7562014Revenue 2015: $4,164,444Expenses 2015: $3,801,242Net Income 2015: $363,2022015Revenue 2016: $4,631,554Expenses 2016: $4,433,429Net Income 2016: $198,1252016Revenue 2017: $4,699,318Expenses 2017: $4,568,456Net Income 2017: $130,8622017Revenue 2018: $5,292,938Expenses 2018: $4,933,930Net Income 2018: $359,0082018Revenue 2019: $5,182,153Expenses 2019: $5,130,039Net Income 2019: $52,1142019Revenue 2020: $3,076,419Expenses 2020: $3,038,284Net Income 2020: $38,1352020Revenue 2021: $3,820,672Expenses 2021: $3,705,000Net Income 2021: $115,6722021Revenue 2022: $5,752,205Expenses 2022: $5,449,427Net Income 2022: $302,7782022Revenue 2023: $6,541,235Expenses 2023: $6,263,048Net Income 2023: $278,1872023Revenue 2024: $7,321,814Expenses 2024: $6,934,212Net Income 2024: $387,6022024

Highlighted filing

2024

Revenue$7,321,814
Expenses$6,934,212
Net Income$387,602
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,121,881
Liabilities
$1,804,076
Net assets
$2,317,805
Revenue
$7,321,814
Expenses
$6,934,212
Net income
$387,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.12$1.80$2.32$7.32$6.93$0.39
2023Detailed filing. Detailed filing data is available for this year.$3.95$2.03$1.92$6.54$6.26$0.28
2022Detailed filing. Detailed filing data is available for this year.$3.22$1.60$1.62$5.75$5.45$0.30
2021Detailed filing. Detailed filing data is available for this year.$2.58$1.21$1.36$3.82$3.71$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.87$1.27$3.08$3.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.51$1.30$1.20$5.18$5.13$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.14$1.30$1.84$5.29$4.93$0.36
2017Detailed filing. Detailed filing data is available for this year.$2.56$1.04$1.52$4.70$4.57$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.57$1.18$1.40$4.63$4.43$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.16$0.98$1.18$4.16$3.80$0.36
2014Detailed filing. Detailed filing data is available for this year.$1.86$1.04$0.82$3.81$3.59$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.44$0.84$0.60$3.49$3.23$0.26
2012Summary only. Only limited summary data is available for this year.$1.18$0.84$0.34$3.17$3.06$0.11
2011Summary only. Only limited summary data is available for this year.$0.93$0.69$0.23$3.08$3.08$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.69$0.24$3.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 7, 2025
Return Version
2024v5.2
Gross Receipts
$7,321,814
Mission and Program Overview

Mission

General advancement of cooperation between members engaged in the self-insurance industry or users of self-insurance services.

Promoting cooperation of self-insurance industry members or users of self-insurance services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,142,016$1,655,618▼ $486,398
Savings and Temporary Cash Investments$581,006$1,505,978▲ $924,972
Cash and Non-Interest-Bearing Accounts$772,312$669,400▼ $102,912
Prepaid Expenses and Deferred Charges$455,170$284,534▼ $170,636
Accounts Receivable$4,202$6,351▲ $2,149
Total Assets$3,954,706$4,121,881▲ $167,175
Liabilities
Deferred Revenue$2,010,030$1,766,921▼ $243,109
Accounts Payable and Accrued Expenses$24,925$37,155▲ $12,230
Total Liabilities$2,034,955$1,804,076▼ $230,879
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,919,751$2,317,805▲ $398,054
Total Net Assets Fund Balance$1,919,751$2,317,805▲ $398,054
Total Liabilities and Net Assets / Fund Balance$3,954,706$4,121,881▲ $167,175

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,655,618--
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
John CapassoChairman
Matthew KirkChairman-elect
Adam RussoBoard Member
Beth TurbittBoard Member
Deborah HodgesBoard Member
Mark CombsBoard Member
Mark LawrenceBoard Member
Orlo DietrichBoard Member
Stacy BoransBoard Member
Amy GasbarroTreasurer/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Calmetto Management GroupManagement/gov't Relations888 NE MAIN STREET 2, Simpsonville, SC 29681$4,712,578
Revenue and Support

Revenue Composition

Contributions and Grants
$2,515,168
Program Service Revenue
$4,664,143
Investment Income
$128,122
Other Revenue
$14,381
All Other Contributions
$136,800
Change in Net Assets
$387,602
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,934,212
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$4,712,578
Conferences and Meetings---$1,600,591
Office Expenses---$217,623
Travel---$76,022
Advertising---$58,109
Fees for Services Accounting---$32,160
Information Technology---$5,867
Insurance---$3,939
Other Expenses---$1,196
All Other Expenses---$662
Total Functional Expenses$0$0$0$6,934,212
International Activity

International Summary

Offices
0
Employees
0
Spending
$52,076

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Program ServicesConference00$52,076
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Calmetto management group (cmg) provided management services in 2024. Mike ferguson is president and ceo of cmg. Erica massey is evp & cfo of cmg. The organization paid cmg for services provided in 2024.”

Form 990, Part VI, Section A, Line 6

“Members elect directors and officers.”

Form 990, Part VI, Section A, Line 7A

“Members elect directors and officers”

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

“The 990 is reviewed by the management company and the chairman of the board prior to filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Self Insurance Institute
EIN
95-3619991
Phone
8008517789
Address
103 N MAPLE STREET, SIMPSONVILLE, SC 29681

Signing Officer

Name
Mike Ferguson
Title
President/CEO
Phone
8008517789
Signed
2025-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Kirk
Formed
1981
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
Kathrine a Warlick
Phone
7049985200
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“International conference in dublin, high-cost drug forum”

FORM 990, PART XII, LINE 2C:

“The process for selecting the auditor and overseeing the audit process is unchanged from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The institute is exempt from federal income taxes under section 501(c)(6) of the irc and section 23701d of the california revenue and taxation code (crtc). Accordingly, the accompanying consolidated financial statements do not reflect a provision or liability for federal and state income taxes. The institute follows the income tax standard regarding the recognition and measurement of uncertain tax positions, which clarifies the accounting for uncertainty in income taxes recognized in an entity's consolidated financial statements and prescribes a recognition threshold and measurement principles for the consolidated financial statement recognition and measurement of tax positions taken or expected to be taken on a tax return that are not certain to be realized. Management has determined that it does not have any material uncertain tax positions as of december 31, 2024 and 2023.”

Raw XML Appendix392 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
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt037155
IRS990/AccountsReceivableGrp/BOYAmt04202
IRS990/AccountsReceivableGrp/EOYAmt06351
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROMOTING COOPERATION OF SELF-INSURANCE INDUSTRY MEMBERS OR USERS OF SELF-INSURANCE SERVICES.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt058109
IRS990/AllAffiliatesIncludedInd01
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IRS990/AllOtherExpensesGrp/TotalAmt0662
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BooksInCareOfDetail/USAddress/CityNm0SPENCER
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IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
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IRS990/CashNonInterestBearingGrp/EOYAmt0669400
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt01600591
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt04712578
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0888 NE MAIN STREET 2
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SIMPSONVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0SC
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IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT/GOV'T RELATIONS
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02515168
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0128122
IRS990/CYOtherExpensesAmt06934212
IRS990/CYOtherRevenueAmt014381
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IRS990/CYRevenuesLessExpensesAmt0387602
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06934212
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07321814
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt02010030
IRS990/DeferredRevenueGrp/EOYAmt01766921
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0EDUCATIONAL CONFERENCES: EDUCATIONAL CONFERENCES HELD FOR ORGANIZATION'S NEARLY 800 MEMBERS AND OTHERS INVOLVED IN THE INDUSTRY.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/PersonNm1MATTHEW KIRK
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IRS990/Form990PartVIISectionAGrp/PersonNm3STACY BORANS
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK COMBS
IRS990/Form990PartVIISectionAGrp/PersonNm5ORLO DIETRICH
IRS990/Form990PartVIISectionAGrp/PersonNm6DEBORAH HODGES
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm8ADAM RUSSO
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN-ELECT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InsuranceGrp/TotalAmt03939
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IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt01
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0GENERAL ADVANCEMENT OF COOPERATION BETWEEN MEMBERS ENGAGED IN THE SELF-INSURANCE INDUSTRY OR USERS OF SELF-INSURANCE SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01919751
IRS990/NetAssetsOrFundBalancesEOYAmt02317805
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010452
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01919751
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02317805
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OfficeExpensesGrp/TotalAmt0217623
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP
IRS990/OtherExpensesGrp/Desc1CONTINGENCIES
IRS990/OtherExpensesGrp/Desc2GENERAL AND ADMIN
IRS990/OtherExpensesGrp/Desc3TASK FORCE EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0187626
IRS990/OtherExpensesGrp/TotalAmt130624
IRS990/OtherExpensesGrp/TotalAmt27215
IRS990/OtherExpensesGrp/TotalAmt31196
IRS990/OtherRevenueMiscGrp/BusinessCd0524298
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt014381
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014381
IRS990/OtherRevenueTotalAmt014381
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0455170
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0284534
IRS990/PrincipalOfficerNm0MATTHEW KIRK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04664143
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04664143
IRS990/ProgSrvcAccomActy2Grp/Desc0GOVERNMENT RELATIONS - LOBBYING SERVICES FOR FEDERAL AND STATE ISSUES AFFECTING THE ORGANIZATION'S NEARLY 800 MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBERSHIP: THE GENERAL ADVANCEMENT OF COOPERATING BETWEEN NEARLY 800 MEMBERS ENGAGED IN THE SELF-INSURANCE INDUSTRY AND/OR THE USERS OF SELF-INSURANCE.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02486438
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt086435
IRS990/PYOtherExpensesAmt06263048
IRS990/PYOtherRevenueAmt0994
IRS990/PYProgramServiceRevenueAmt03967368
IRS990/PYRevenuesLessExpensesAmt0278187
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06263048
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06541235
IRS990/ReconcilationRevenueExpnssAmt0387602
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0581006
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01505978
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01655618
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS - CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE IRC AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE (CRTC). ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE INSTITUTE FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01655618
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt052076
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0CONFERENCE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt052076
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt052076
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTERNATIONAL CONFERENCE IN DUBLIN, HIGH-COST DRUG FORUM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CALMETTO MANAGEMENT GROUP (CMG) PROVIDED MANAGEMENT SERVICES IN 2024. MIKE FERGUSON IS PRESIDENT AND CEO OF CMG. ERICA MASSEY IS EVP & CFO OF CMG. THE ORGANIZATION PAID CMG FOR SERVICES PROVIDED IN 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT DIRECTORS AND OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS ELECT DIRECTORS AND OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 990 IS REVIEWED BY THE MANAGEMENT COMPANY AND THE CHAIRMAN OF THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS FOR SELECTING THE AUDITOR AND OVERSEEING THE AUDIT PROCESS IS UNCHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03954706
IRS990/TotalAssetsEOYAmt04121881
IRS990/TotalAssetsGrp/BOYAmt03954706
IRS990/TotalAssetsGrp/EOYAmt04121881
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02515168
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06934212
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02034955
IRS990/TotalLiabilitiesEOYAmt01804076
IRS990/TotalLiabilitiesGrp/BOYAmt02034955
IRS990/TotalLiabilitiesGrp/EOYAmt01804076
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01919751
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02317805
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04664143
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0142503
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04664143
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07321814
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03954706
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04121881
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt076022
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0103 N MAPLE STREET
IRS990/USAddress/CityNm0SIMPSONVILLE
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029681
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.SIIA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08008517789
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SELF INSURANCE INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF AMERICA INC
ReturnHeader/Filer/BusinessNameControlTxt0SELF
ReturnHeader/Filer/EIN0953619991
ReturnHeader/Filer/PhoneNum08008517789
ReturnHeader/Filer/USAddress/AddressLine1Txt0103 N MAPLE STREET
ReturnHeader/Filer/USAddress/CityNm0SIMPSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029681
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST TRADE STREET SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07049985200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHRINE A WARLICK
ReturnHeader/ReturnTs02025-10-10T11:41:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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