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CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC

EIN 95-4369749 FAIRFIELD, CA

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 Donahue

    President

    Total calculated
    $0
    Hours/week
    3
  • Yana Connors

    Vice President

    Total calculated
    $0
    Hours/week
    3
  • Garett Kaneko

    Treasurer

    Total calculated
    $0
    Hours/week
    3
  • Sarah Sloan

    Secretary

    Total calculated
    $0
    Hours/week
    3
  • Andrea House

    Director

    Total calculated
    $0
    Hours/week
    1
  • Caleb Whitehouse

    Director

    Total calculated
    $0
    Hours/week
    1
  • John Mundelius

    Director

    Total calculated
    $0
    Hours/week
    1
  • Mike Louderback

    Director

    Total calculated
    $0
    Hours/week
    1
  • Paul Laufer

    Director

    Total calculated
    $0
    Hours/week
    1
  • Zach Hernandez

    Director

    Total calculated
    $0
    Hours/week
    1
  • Aimee Bernaicou

    Director

    Total calculated
    $0
    Hours/week
    1
  • Mark Kaufman

    Director

    Total calculated
    $0
    Hours/week
    0
  • Jeffrey Case

    Director

    Total calculated
    $0
    Hours/week
    0
  • Peter 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

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.