SAN RAMON, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)THE SURPLUS LINE ASSOCIATION OF CALIFORNIA, founded in 1937, is a mid-sized nonprofit that reported $34.3M in total revenue in fiscal year 2022. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $6.3M, a strong 18% operating margin.
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.
THE SLA PROVIDES INFORMATION AND INSTRUCTION TO ITS MEMBERS AND OTHER INTERESTED PERSONS CONCERNED BY BROADENING ITS COMMUNICATION CAPABILITIES, PRESENTING SEMINARS, EDUCATING THE INDUSTRY AND...
THE SLA PROVIDES INFORMATION AND INSTRUCTION TO ITS MEMBERS AND OTHER INTERESTED PERSONS CONCERNED BY BROADENING ITS COMMUNICATION CAPABILITIES, PRESENTING SEMINARS, EDUCATING THE INDUSTRY AND CONSUMERS IN SURPLUS LINE LAWS AND REGULATIONS, ASSISTING WITH THE REGULATORY COMPLIANCE QUESTIONS, AND DISSEMINATING, IN A TIMELY MATTER, UPDATED AND CURRENT INFORMATION RELATIVE TO THE SURPLUS LINE INDUSTRY. THE SLA CONSISTS OF 7,697 MEMBERS (RESIDENT & NON-RESIDENT), ISSUED 2,222 CONTINUING EDUCATION CERTIFICATES VIA 7 LIVE AND 18 ON-DEMAND COURSES. THE SLA CONDUCTED 3 BROKER VISITS IN FY23.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2022 | 2021 | Change | |
|---|---|---|---|
| Revenue | $34,307,696 | $41,619,024 | -0.2% |
| Expenses | $27,991,449 | $24,216,734 | +0.2% |
| Net Income | $6,316,247 | $17,402,290 | -0.6% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JANET BEAVER | CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| RICH GOBLER | VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JOHN WASHINGTON | SECRETARY/TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| TERRI MORAN | PAST CHAIR | 1.00 |
Director
|
$0 | $0 | $0 |
| CHARLES ROSSON | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| HANK HALDEMAN | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| JAMES FALEY | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| KATHY SCHROEDER | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| PAM QUILICI | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| ROBERT GILBERT | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| SARAH NICHOLS | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| TERRENCE VILLAR | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| TIMOTHY CHAIX | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| BENJAMIN MCKAY | EXECUTIVE DIRECTOR | 37.50 |
Officer
|
$904,946 | $62,775 | $967,721 |
| JOY ERVEN | COO & DIRECTOR | 37.50 |
Officer
|
$329,814 | $30,324 | $360,138 |
| MICHAEL CATUREGLI | CHIEF TECHNOLOGY & ANALYSIS OFFICER | 37.50 |
Key Emp
|
$318,080 | $51,201 | $369,281 |
| DAVID KODAMA | CHIEF INDUSTRY & REGULATORY OFFICER | 37.50 |
Key Emp
|
$271,086 | $50,571 | $321,657 |
| BARBARA TRUMBLY | SENIOR VP, OPERATIONS & EVENTS | 37.50 |
Highest
|
$308,820 | $36,686 | $345,506 |
| JAMES GREENE | VP, DIGITAL COMMUNICATIONS | 37.50 |
Highest
|
$293,901 | $28,561 | $322,462 |
| IVAN MORSE | CONTROLLER | 37.50 |
Highest
|
$263,738 | $38,119 | $301,857 |
| JO ANN DEL GATTO | VP, LEGAL COMPLIANCE | 37.50 |
Highest
|
$248,743 | $48,545 | $297,288 |
| SATYA VANI GANTI | VP, TECHNOLOGY | 37.50 |
Highest
|
$229,783 | $46,974 | $276,757 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $34,307,696 | $27,991,449 | $56,020,622 | $6,316,247 |
| 2022 | $41,619,024 | $24,216,734 | $46,303,421 | $17,402,290 |
| 2021 | $32,067,894 | $21,566,255 | $30,618,927 | $10,501,639 |
| 2020 | $24,706,176 | $19,416,119 | $21,121,074 | $5,290,057 |
| 2019 | $20,020,179 | $19,039,397 | $16,542,954 | $980,782 |
| 2018 | $15,301,542 | $17,145,431 | $15,994,419 | $-1,843,889 |
Compare THE SURPLUS LINE ASSOCIATION OF CALIFORNIA with other nonprofits in California and across the country.