SURPLUS LINE ASSOCIATION OF CALIFORNIA Charity Report

Public IRS 990 nonprofit record

SURPLUS LINE ASSOCIATION OF CALIFORNIA

EIN 94-0912095 · Professional Athletic Leagues (N80)

What they do

OUR MISSION is to ENSURE THAT A RESPONSIVE and LAWFUL SURPLUS LINE INSURANCE MARKET is MAINTAINED IN CALIFORNIA. OUR MEASURES of SUCCESS IN THIS RESPECT ARE THAT THE CONSUMER is PROTECTED, THE NEEDS of THE REGULATORS ARE WELL-SERVED, and UNLAWFUL ACTIVITIES ARE CURTAILED. THROUGH A PROFESSIONAL and COMMITTED ORGANIZATION, UTILIZING STATE of THE ART TECHNOLOGY and A CHALLENGING WORK ENVIRONMENT, WE RESPOND to THE NEEDS of THE CALIFORNIA CONSUMER, OUR MEMBERSHIP, and APPROPRIATE PUBLIC AGENCIES. WE PROVIDE EDUCATION, PROCESSING, EVALUATION, and DISSEMINATION of SURPLUS LINE DATA and INFORMATION to HELP ENSURE THE FINANCIAL INTEGRITY and STABILITY of THE SURPLUS LINE MARKET.

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Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders23 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$86.27spent for every $100 of revenueRevenue covered expenses this year.

$2.00in assets for every $1 spent this yearSome assets cannot be spent right away.

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Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,202,017 for BENJAMIN MCKAY (CEO & EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

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Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$35,815,570

Expenses$30,898,115

Annual surplus $4,917,455 Revenue was higher than expenses for this filing year.

See all reported dollar amounts

Revenue$35,815,570

Expenses$30,898,115

Assets$61,889,711

Income$39,768,849

Grants given$1,793,741

Average grant$61,853

Stocks and bonds$42,039,696

Accounting fees$115,265

Investing fees$46,285

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

BENJAMIN MCKAYCEO & EXECUTIVE DIRECTOR · 38 hrs/week $1,202,017Base $1,131,598 · Other $70,419

MICHAEL CATUREGLICHIEF TECHNOLOGY & ANALYSIS OFFICER · 38 hrs/week $375,160Base $318,611 · Other $56,549

BARBARA TRUMBLYSENIOR VP, OPERATIONS & EVENTS · 38 hrs/week $366,611Base $319,288 · Other $47,323

DAVID KODAMACHIEF INDUSTRY & REGULATORY OFFICER · 38 hrs/week $354,866Base $298,007 · Other $56,859

JAMES GREENEVP, DIGITAL COMMUNICATION · 38 hrs/week $328,272Base $297,144 · Other $31,128

SATYA VANI GANTIVP, TECHNOLOGY · 38 hrs/week $279,243Base $226,183 · Other $53,060

YUSUF MAYETVP, COMPLIANCE · 38 hrs/week $275,280Base $247,397 · Other $27,883

GLENN LEUNGVP, FINANCE ANALYST · 38 hrs/week $237,973Base $217,354 · Other $20,619

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (23)

BENJAMIN MCKAYCEO & EXECUTIVE DIRECTOR

MICHAEL CATUREGLICHIEF TECHNOLOGY & ANALYSIS OFFICER

BARBARA TRUMBLYSENIOR VP, OPERATIONS & EVENTS

DAVID KODAMACHIEF INDUSTRY & REGULATORY OFFICER

JAMES GREENEVP, DIGITAL COMMUNICATION

SATYA VANI GANTIVP, TECHNOLOGY

YUSUF MAYETVP, COMPLIANCE

GLENN LEUNGVP, FINANCE ANALYST

JAMES FALEYBOARD MEMBER

JANET BEAVERPAST CHAIR, CHAIR (THRU FEB 28, 2024)

JOHN WASHINGTONVICE CHAIR

JON LARSONBOARD MEMBER

KATHY SCHROEDERMEMBER (THRU FEBRUARY 28, 2024)

KHRISTOPHER BAUERBOARD MEMBER

HANK HALDEMANMEMBER (THRU FEBRUARY 28, 2024)

PAM QUILICIBOARD MEMBER

RICH GOBLERCHAIR

ROBERT GILBERTBOARD MEMBER

SARAH NICHOLSSECRETARY/TREASURER

TERRENCE VILLARBOARD MEMBER (THRU MARCH 19, 2024)

TERRI MORANBOARD MEMBER

TIMOTHY CHAIXBOARD MEMBER (THRU AUGUST 6, 2024)

CHARLES ROSSONBOARD MEMBER

About this charity

Recognized since: January 1941
Location: 12667 ALCOSTA BLVD STE 450, SAN RAMON, CA 94583-4427
County: Contra Costa
In care of: BENJAMIN MCKAY
Primary officer: BENJAMIN MCKAY, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(415) 434-4900

Filing and classification

Latest tax year: 2023
Tax period began: December 1, 2023
Return type: 990
Tax preparer: HOOD & STRONG LLP
NTEE classification: Professional Athletic Leagues (N80)
IRS tax category: Professional Athletic Leagues
Grant-giving organization: Yes