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← SURPLUS LINE ASSOCIATION OF CALIFORNIA

Form 990 for tax year 2022

Filed by SURPLUS LINE ASSOCIATION OF CALIFORNIA.

Totals

Total revenue
$34,307,696
Total expenses
$27,991,449
Contributions and grants received
$0
Grants paid
$179,001
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • JANET BEAVER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RICH GOBLER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOHN WASHINGTON

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • TERRI MORAN

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES ROSSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HANK HALDEMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES FALEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHY SCHROEDER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAM QUILICI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT GILBERT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SARAH NICHOLS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TERRENCE VILLAR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY CHAIX

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BENJAMIN MCKAY

    EXECUTIVE DIRECTOR

    Total calculated
    $967,721
    From this org
    $904,946
    From related orgs
    $0
    Other
    $62,775
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $563,940
    Bonus
    $251,528
    Other
    $89,478
    Deferred
    $26,881
    Nontaxable benefits
    $35,894
    Filer's total
    $967,721

  • JOY ERVEN

    COO & DIRECTOR

    Total calculated
    $360,138
    From this org
    $329,814
    From related orgs
    $0
    Other
    $30,324
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $265,000
    Bonus
    $1,528
    Other
    $63,286
    Deferred
    $15,245
    Nontaxable benefits
    $15,079
    Filer's total
    $360,138

  • MICHAEL CATUREGLI

    CHIEF TECHNOLOGY & ANALYSIS OFFICER

    Total calculated
    $369,281
    From this org
    $318,080
    From related orgs
    $0
    Other
    $51,201
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $254,190
    Bonus
    $41,528
    Other
    $22,362
    Deferred
    $15,307
    Nontaxable benefits
    $35,894
    Filer's total
    $369,281

  • DAVID KODAMA

    CHIEF INDUSTRY & REGULATORY OFFICER

    Total calculated
    $321,657
    From this org
    $271,086
    From related orgs
    $0
    Other
    $50,571
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $237,740
    Bonus
    $31,508
    Other
    $1,838
    Deferred
    $14,677
    Nontaxable benefits
    $35,894
    Filer's total
    $321,657

  • BARBARA TRUMBLY

    SENIOR VP, OPERATIONS & EVENTS

    Total calculated
    $345,506
    From this org
    $308,820
    From related orgs
    $0
    Other
    $36,686
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $196,624
    Bonus
    $92,276
    Other
    $19,920
    Deferred
    $12,292
    Nontaxable benefits
    $24,394
    Filer's total
    $345,506

  • JAMES GREENE

    VP, DIGITAL COMMUNICATIONS

    Total calculated
    $322,462
    From this org
    $293,901
    From related orgs
    $0
    Other
    $28,561
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $224,167
    Bonus
    $56,528
    Other
    $13,206
    Deferred
    $13,482
    Nontaxable benefits
    $15,079
    Filer's total
    $322,462

  • IVAN MORSE

    CONTROLLER

    Total calculated
    $301,857
    From this org
    $263,738
    From related orgs
    $0
    Other
    $38,119
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $201,845
    Bonus
    $36,529
    Other
    $25,364
    Deferred
    $14,557
    Nontaxable benefits
    $23,562
    Filer's total
    $301,857

  • JO ANN DEL GATTO

    VP, LEGAL COMPLIANCE

    Total calculated
    $297,288
    From this org
    $248,743
    From related orgs
    $0
    Other
    $48,545
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $224,312
    Bonus
    $0
    Other
    $24,431
    Deferred
    $12,651
    Nontaxable benefits
    $35,894
    Filer's total
    $297,288

  • SATYA VANI GANTI

    VP, TECHNOLOGY

    Total calculated
    $276,757
    From this org
    $229,783
    From related orgs
    $0
    Other
    $46,974
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $173,340
    Bonus
    $51,508
    Other
    $4,935
    Deferred
    $11,080
    Nontaxable benefits
    $35,894
    Filer's total
    $276,757

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
ALL THE COMPENSATED EMPLOYEES LISTED ON FORM 990, PART VII, SECTION A, LINE 1A RECEIVED A GROSS-UP BONUS PAYMENT. ALL GROSS-UP PAYMENTS WERE TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEES AND REFLECTED ON THEIR FORMS W-2.
PART I, LINE 3
THE SVP OF HR CONDUCTS A COMPENSATION REVIEW OF SIMILAR POSITIONS AND INDUSTRY DATA, AS WELL AS CONTRACTING WITH AN INDEPENDENT SALARY CONSULTANT. THE BOARD DISCUSSES THE CEO & EXECUTIVE DIRECTOR'S COMPENSATION IN THEIR ANNUAL PERFORMANCE REVIEW AND DETERMINES THE CEO & EXECUTIVE DIRECTOR'S COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
11 October 2024
IRS schema version
2022v5.0
Source object
202442869349300719

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