- Revenue 2024
- $803,377
- Expenses 2024
- $864,664
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 06
- Classification
- 1000
- Street
- 4171 SUISUN VALLEY RD STE J
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
SEE SCHEDULE O
-
THE ORGANIZATION IS A STRONG RECOGNIZED LEGISLATIVE VOICE FOR CALIFORNIA WHOLESALERS AND EXCESS & SURPLUS LINES BROKERS IN THE PROPERTY & CASUALTY INSURANCE INDUSTRY.INSURANCE WHOLESALERS ARE STATE-LICENSED BUSINESSES, WHICH ARE PREDOMINANTLY ENGAGED IN INSURANCE DISTRIBUTION WHERE THERE IS A LICENSED INSURANCE AGENT-BROKER ACTING AS THE SALES ARM TO THE INSURANCE CONSUMER.THE TYPICAL CLIENTS OF WHOLESALERS AND EXCESS & SURPLUS LINES BROKERS ARE RETAIL INSURANCE AGENTS AND BROKERS.
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
John DonahueJOHN DONAHUE
President
- Total calculated
- $0
- Hours/week
- 3
-
Yana ConnorsYANA CONNORS
Vice President
- Total calculated
- $0
- Hours/week
- 3
-
Garett KanekoGARETT KANEKO
Treasurer
- Total calculated
- $0
- Hours/week
- 3
-
Sarah SloanSARAH SLOAN
Secretary
- Total calculated
- $0
- Hours/week
- 3
-
Andrea HouseANDREA HOUSE
Director
- Total calculated
- $0
- Hours/week
- 1
-
Caleb WhitehouseCALEB WHITEHOUSE
Director
- Total calculated
- $0
- Hours/week
- 1
-
John MundeliusJOHN MUNDELIUS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mike LouderbackMIKE LOUDERBACK
Director
- Total calculated
- $0
- Hours/week
- 1
-
Paul LauferPAUL LAUFER
Director
- Total calculated
- $0
- Hours/week
- 1
-
Zach HernandezZACH HERNANDEZ
Director
- Total calculated
- $0
- Hours/week
- 1
-
Aimee BernaicouAIMEE BERNAICOU
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mark KaufmanMARK KAUFMAN
Director
- Total calculated
- $0
- Hours/week
- 0
-
Jeffrey CaseJEFFREY CASE
Director
- Total calculated
- $0
- Hours/week
- 0
-
Peter SchifrinPETER SCHIFRIN
Director
- Total calculated
- $0
- Hours/week
- 0
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, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $803,377
- Expenses
- $864,664
- Contributions
- $107,862
- Grants paid
- $0
-
2023
- Revenue
- $725,968
- Expenses
- $546,341
- Contributions
- $133,700
- Grants paid
- $0
-
2022
- Revenue
- $663,471
- Expenses
- $602,710
- Contributions
- $170,075
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $485,470
- Expenses
- $321,268
- Assets (EOY)
- $327,460
-
2020 · 990
- Revenue
- $144,540
- Expenses
- $90,499
- Assets (EOY)
- $163,258
-
2019 · 990
- Revenue
- $240,216
- Expenses
- $248,916
- Assets (EOY)
- $109,217
-
2018 · 990
- Revenue
- $400,234
- Expenses
- $395,816
- Assets (EOY)
- $261,028
-
2017 · 990
- Revenue
- $283,206
- Expenses
- $260,003
- Assets (EOY)
- $125,970
-
2016 · 990
- Revenue
- $244,135
- Expenses
- $268,968
- Assets (EOY)
- $112,744
-
2013 · 990-EZ
- Revenue
- $147,079
- Expenses
- $159,556
- Assets (EOY)
- $152,473
-
2009 · 990-EZ
- Revenue
- $164,456
- Expenses
- $183,303
- Assets (EOY)
- $158,043
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
2022 GENERAL SUPPORT
-
2023 CIWA 2024 SUMMER FORUM EVENT SPONSORSHIP
-
2024 SCHOLARSHIP FUNDING
-
2023 SCHOLARSHIP FUNDING
-
2022 SCHOLARSHIP FUNDING
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.