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SURPLUS LINE ASSOCIATION OF CALIFORNIA

EIN 94-0912095 SAN RAMON, CA

Revenue 2023
$35,815,570
Expenses 2023
$30,898,115

As filed

Subsection
06
Classification
2000
Street
12667 ALCOSTA BLVD STE 450

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).

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • RICH GOBLER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOHN WASHINGTON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SARAH NICHOLS

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JANET BEAVER

    PAST CHAIR, CHAIR (THRU FEB 28, 2024)

    Total calculated
    $0
    Hours/week
    1

  • CHARLES ROSSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TERRI MORAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES FALEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JON LARSON

    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

  • KHRISTOPHER BAUER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TERRENCE VILLAR

    BOARD MEMBER (THRU MARCH 19, 2024)

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY CHAIX

    BOARD MEMBER (THRU AUGUST 6, 2024)

    Total calculated
    $0
    Hours/week
    1

  • HANK HALDEMAN

    MEMBER (THRU FEBRUARY 28, 2024)

    Total calculated
    $0
    Hours/week
    1

  • KATHY SCHROEDER

    MEMBER (THRU FEBRUARY 28, 2024)

    Total calculated
    $0
    Hours/week
    1

  • BENJAMIN MCKAY

    CEO & EXECUTIVE DIRECTOR

    Total calculated
    $1,202,017
    From this org
    $1,131,598
    From related orgs
    $0
    Other
    $70,419
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $756,753
    Bonus
    $276,529
    Other
    $98,316
    Deferred
    $29,710
    Nontaxable benefits
    $40,709
    Filer's total
    $1,202,017

  • MICHAEL CATUREGLI

    CHIEF TECHNOLOGY & ANALYSIS OFFICER

    Total calculated
    $375,160
    From this org
    $318,611
    From related orgs
    $0
    Other
    $56,549
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $268,030
    Bonus
    $31,528
    Other
    $19,053
    Deferred
    $15,840
    Nontaxable benefits
    $40,709
    Filer's total
    $375,160

  • DAVID KODAMA

    CHIEF INDUSTRY & REGULATORY OFFICER

    Total calculated
    $354,866
    From this org
    $298,007
    From related orgs
    $0
    Other
    $56,859
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $249,282
    Bonus
    $36,529
    Other
    $12,196
    Deferred
    $16,150
    Nontaxable benefits
    $40,709
    Filer's total
    $354,866

  • BARBARA TRUMBLY

    SENIOR VP, OPERATIONS & EVENTS

    Total calculated
    $366,611
    From this org
    $319,288
    From related orgs
    $0
    Other
    $47,323
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $237,164
    Bonus
    $31,193
    Other
    $50,931
    Deferred
    $14,720
    Nontaxable benefits
    $32,603
    Filer's total
    $366,611

  • JAMES GREENE

    VP, DIGITAL COMMUNICATION

    Total calculated
    $328,272
    From this org
    $297,144
    From related orgs
    $0
    Other
    $31,128
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $222,044
    Bonus
    $41,529
    Other
    $33,571
    Deferred
    $14,498
    Nontaxable benefits
    $16,630
    Filer's total
    $328,272

  • YUSUF MAYET

    VP, COMPLIANCE

    Total calculated
    $275,280
    From this org
    $247,397
    From related orgs
    $0
    Other
    $27,883
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $176,545
    Bonus
    $56,129
    Other
    $14,723
    Deferred
    $11,275
    Nontaxable benefits
    $16,608
    Filer's total
    $275,280

  • SATYA VANI GANTI

    VP, TECHNOLOGY

    Total calculated
    $279,243
    From this org
    $226,183
    From related orgs
    $0
    Other
    $53,060
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $178,076
    Bonus
    $26,508
    Other
    $21,599
    Deferred
    $12,351
    Nontaxable benefits
    $40,709
    Filer's total
    $279,243

  • GLENN LEUNG

    VP, FINANCE ANALYST

    Total calculated
    $237,973
    From this org
    $217,354
    From related orgs
    $0
    Other
    $20,619
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $176,760
    Bonus
    $21,508
    Other
    $19,086
    Deferred
    $11,216
    Nontaxable benefits
    $9,403
    Filer's total
    $237,973

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. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $35,815,570
    Expenses
    $30,898,115
    Contributions
    $0
    Grants paid
    $1,080,599
  • 2022
    Revenue
    $34,307,696
    Expenses
    $27,991,449
    Contributions
    $0
    Grants paid
    $179,001

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.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

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.