OAKLAND, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CALIF WORKERS' COMPENSATION INSTITUTE, founded in 1964, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2023. Expenses of $4.3M left a modest 11% surplus.
THE CALIFORNIA WORKERS' COMPENSATION INSTITUTE IS A PRIVATE, NONPROFIT ORGANIZATION OF INSURERS LICENSED TO WRITE WORKERS' COMPENSATION IN CALIFORNIA, AS WELL AS PUBLIC AND PRIVATE SELF-INSURED EMPLOYERS, WHO SERVE AS ASSOCIATE MEMBERS. CWCI'S PRIMARY FUNCTION IS TO COLLECT AND ANALYZE CLAIMS DATA TO IMPROVE BENEFIT DELIVERY TO INJURED WORKERS, IDENTIFY SYSTEM-WIDE TRENDS, ASSIST MEMBERS IN ASSESSING THEIR OWN OPERATIONS, AND TO ADDRESS KEY ISSUES OF INTEREST TO THE WORKERS' COMPENSATION COMMUNITY AND PUBLIC POLICYMAKERS. CWCI ANALYZES STATUTES AND REGULATIONS AND PROVIDES TESTIMONY TO PUBLIC POLICYMAKERS IN SUPPORT OF A RATIONAL REGULATORY ENVIRONMENT AND PARTICIPATES IN JUDICIAL CASES TO ADVOCATE A REASONABLE UNDERSTANDING OF THE WORKERS' COMPENSATION SYSTEM. THE INSTITUTE ALSO PRODUCES A WIDE VARIETY OF RESEARCH PUBLICATIONS, PROVIDES INFORMATION AND TECHNICAL TRAINING TO HELP INDUSTRY PROFESSIONALS STAY ABREAST OF CHANGES, AND SERVES AS A FORUM WHERE MEMBERS CAN CONSIDER SYSTEM-WIDE ISSUES AND REACH CONSENSUS ON PRACTICAL SOLUTIONS.
THE CALIFORNIA WORKERS' COMPENSATION INSTITUTE (CWCI) HAS 23 MEMBER INSURERS (APPROXIMATELY 76% OF CA WORKERS' COMPENSATION MARKET) AND 29 ASSOCIATE MEMBERS (SELF-INSUREDS). CWCI'S PRIMARY FUNCTION...
THE CALIFORNIA WORKERS' COMPENSATION INSTITUTE (CWCI) HAS 23 MEMBER INSURERS (APPROXIMATELY 76% OF CA WORKERS' COMPENSATION MARKET) AND 29 ASSOCIATE MEMBERS (SELF-INSUREDS). CWCI'S PRIMARY FUNCTION IS TO GENERATE RELIABLE, OBJECTIVE DATA THAT CAN BE USED TO IDENTIFY AND MONITOR SYSTEMWIDE TRENDS, AND TO ANALYZE KEY ISSUES OF INTEREST TO THE WORKERS' COMPENSATION COMMUNITY AND PUBLIC POLICYMAKERS. TOWARDS THAT END, IN 2023, CWCI'S MAJOR ACCOMPLISHMENTS INCLUDED: 1) PRODUCED AND DISTRIBUTED OVER 300 PLUS PUBLICATIONS INCLUDING BULLETINS, RESEARCH REPORTS, EXECUTIVE MEMOS, EXECUTIVE BRIEFINGS, SIGNIFICANT DECISIONS, REGULATORY COMMENTS, AND REGULATORY TRACKER, WHICH ARE ALL AVAILABLE TO ITS MEMBERS VIA THE WEBSITE - WWW.CWCI.ORG; 2) CONDUCTED EDUCATIONAL PROGRAM ON THE ANNUAL WORKERS' COMPENSATION CASE LAW: 2023 UPDATE; 3) FILED AMICUS BRIEF; 4) PRESENTED (VIRTUAL) CWCI RESEARCH AT NUMEROUS MEMBER-RELATIONS MEETINGS, PUBLIC HEARINGS, INDUSTRY MEETINGS AND FORUMS; AND 5) PROCESSED AND SHIPPED 284 ORDERS OF PAMPHLETS, POSTING NOTICES, CLAIM FORMS, RESEARCH STUDIES, AND SEMINAR MANUALS. IN ADDITION, CWCI ENHANCED ITS UNIQUE INTERACTIVE DATA APPLICATIONS AVAILABLE TO BOTH THE MEMBERS AND TO THE PUBLIC. THE PUBLIC APPLICATION ALLOWS USERS TO EXAMINE DATA ON COVID-19 AND NON-COVID-19 CLAIMS IN THE CALIFORNIA WORKERS' COMPENSATION SYSTEM. THE MEMBER APPLICATIONS USE DATA FROM CWCI'S INDUSTRY RESEARCH INFORMATION SYSTEM (IRIS) TO PROVIDE INFORMATION ON CLAIM PAYMENT TRENDS, REGIONAL VARIATION, AND MEDICAL UTILIZATION. CWCI CONTINUES TO ASSIST ITS MEMBERS IN ASSESSING THEIR OPERATIONS COMPARED TO THE INDUSTRY AS A WHOLE. THE ORGANIZATION HAS A BOARD OF DIRECTORS, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, NOMINATING COMMITTEE, AND THREE STANDING COMMITTEES (CLAIMS, MEDICAL CARE, AND LEGAL COMMITTEES), WHICH TYPICALLY MEET ON A QUARTERLY BASIS.
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)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $4,771,931 | $4,515,375 | +0.1% |
| Expenses | $4,267,955 | $4,257,704 | +0.0% |
| Net Income | $503,976 | $257,671 | +1.0% |
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 |
|---|---|---|---|---|---|---|
| ERIC HANSEN | ACTING CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| SHARON THALER | CHAIR (THRU 11/08/23) | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| ERIC BELK | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MARTIN BRADY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MARY CAPELLI-SCHELLPFEFFER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CHRISTINE CLOSSER | DIRECTOR (THRU 03/08/23) | 1.00 |
Director
|
$0 | $0 | $0 |
| MICHAEL CUNNINGHAM | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| NEIL DEBLOCK | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| IRA FEUERLICHT | DIRECTOR (THRU 06/20/23) | 1.00 |
Director
|
$0 | $0 | $0 |
| MICHAEL GILL | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| AMANDA GRANGER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MICHELLE HALSTENRUD | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ROBERT HUGHES | DIRECTOR (THRU 03/08/23) | 1.00 |
Director
|
$0 | $0 | $0 |
| JIM HURLEY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| SCOTT LANGE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ANDREW LINKHART | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KRIS MATHIS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DAVE MCGOWAN | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| NICHOLAS NARDINI | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ADNAN PATHAN | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MARY BETH PITTINGER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| TIM ROBERTS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DWIGHT ROBERTSON | DIRECTOR (THRU 08/30/23) | 1.00 |
Director
|
$0 | $0 | $0 |
| JEFF RUSH | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CARMEN SHARP | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JUSTIN SMITH | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| VERNON STEINER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| PEGGY SUGARMAN | DIRECTOR (THRU 03/08/23) | 1.00 |
Director
|
$0 | $0 | $0 |
| CHRISTOPHER THURMAN | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JOSEPH WELLS | DIRECTOR (THRU 03/08/23) | 1.00 |
Director
|
$0 | $0 | $0 |
| MATTHEW ZENDER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| PAUL ZIEGLER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ALEX SWEDLOW | PRESIDENT | 40.00 |
Officer
|
$530,724 | $85,255 | $615,979 |
| RENA DAVID | SVP RESEARCH & OPS/CFO/CORP TREASURER | 40.00 |
Officer
|
$295,779 | $79,093 | $374,872 |
| SARA WIDENER-BRIGHTWELL | SVP CLAIMS/GENERAL COUNSEL/CORP SECRETARY | 40.00 |
Officer
|
$215,380 | $36,737 | $252,117 |
| RAWINTARA ADEL | TECHNICAL OPERATIONS MANAGER | 40.00 |
Highest
|
$233,212 | $36,446 | $269,658 |
| STEPHEN HAYES | SENIOR RESEARCH ASSOCIATE | 40.00 |
Highest
|
$211,715 | $34,808 | $246,523 |
| ROBERT YOUNG | COMMUNICATIONS DIRECTOR | 40.00 |
Highest
|
$183,993 | $33,639 | $217,632 |
| ROBERT BULLIS | SENIOR RESEARCH ASSOCIATE | 40.00 |
Highest
|
$151,745 | $50,585 | $202,330 |
| CHINNARAJU SELVAN | LEAD DATABASE ADMIN | 40.00 |
Highest
|
$137,177 | $50,215 | $187,392 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $4,771,931 | $4,267,955 | $13,113,372 | $503,976 |
| 2022 | $4,515,375 | $4,257,704 | $10,428,884 | $257,671 |
| 2021 | $4,424,452 | $4,151,333 | $10,081,033 | $273,119 |
| 2020 | $4,499,921 | $4,153,611 | $10,021,547 | $346,310 |
| 2019 | $4,037,212 | $3,952,322 | $8,252,676 | $84,890 |
| 2018 | $4,108,143 | $3,906,488 | $7,688,605 | $201,655 |
Compare CALIF WORKERS' COMPENSATION INSTITUTE with other nonprofits in California and across the country.