ASSOCIATION OF CALIFORNIA LIFE & H… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

JOHN SHIRIKIAN

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANIES, founded in 1962, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024.

Mission

TO ADVANCE THE INTEREST AND WELL-BEING OF THE LIFE AND HEALTH INSURANCE INDUSTRY BEFORE LEGISLATIVE AND ADMINISTRATIVE BODIES AND THROUGH EDUCATION AND ADVOCACY FOR ITS MEMBERSHIP.

Program Service Accomplishments

Program 1

THE ORGANIZATION MAINTAINED AN ACTIVE LEGISLATIVE AND ADMINISTRATIVE ADVOCACY PROGRAM FOR ISSUES THAT IMPACTED THE LIFE AND HEALTH INSURANCE INDUSTRY AND MEMBERS OF THE ORGANIZATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $21,000

Program Service Revenue $2,688,990

Investment Income $4,005

Other Revenue $16,327

TOTAL REVENUE $2,730,322

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,462,784

Fundraising Expenses $0

Other Expenses $1,255,740

TOTAL EXPENSES $2,718,524

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,730,322	$2,819,991	0.0%
Expenses	$2,718,524	$2,567,129	+0.1%
Net Income	$11,798	$252,862	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

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

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$429,337

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN SHIRIKIAN	President & CEO	40.00	Officer	$363,558	$65,779	$429,337
STEFANIE WATKINS	SENIOR VP	40.00		$240,035	$69,996	$310,031
MATTHEW POWERS	VP	40.00		$218,622	$60,441	$279,063
MATTHEW AKIN	LEGIS. ADVOCATE	40.00		$119,250	$23,153	$142,403
MICHAEL HICKEY	Director	2.00	Director	$0	$0	$0
MELISSA MANCHESTER	CFO	10.00	Director	$0	$0	$0
ANGELA HOLLAN	Director	2.00	Director	$0	$0	$0
BARRY KOONCE	Director	2.00	Director	$0	$0	$0
BECCA MARTIN	Director	2.00	Director	$0	$0	$0
STEPHANIE BERRY	Director	2.00	Director	$0	$0	$0
GEOFFREY GENTILUCCI	Director	2.00	Director	$0	$0	$0
ANDREW KIEFER	Director	2.00	Director	$0	$0	$0
NORAH JONES	Director	2.00	Director	$0	$0	$0
KIM MAISCH	Director	2.00	Director	$0	$0	$0
TED KENNEDY	Director	2.00	Director	$0	$0	$0
CARLA V SAPORTA CHENG	Treasurer	2.00	Officer Director	$0	$0	$0
EMILY F KRESOWIK	Director	2.00	Director	$0	$0	$0
MICHAEL SHEPHERD	Director	2.00	Director	$0	$0	$0
SHAWN POLLOCK	Director	2.00	Director	$0	$0	$0
RICHARD JONES	Director	2.00	Director	$0	$0	$0
MEGGAN CONNER	Director	2.00	Director	$0	$0	$0
JASON GABHART	Director	2.00	Director	$0	$0	$0
KEN ROSS	Director	2.00	Director	$0	$0	$0
REBECCA L COLLINS	Director	2.00	Director	$0	$0	$0
CARRIE A HARTGEN	Director	2.00	Director	$0	$0	$0
VERNON PARKER	Director	2.00	Director	$0	$0	$0
DOMINICK M IANNO	Director	2.00	Director	$0	$0	$0
DARIE JORDAN	Director	2.00	Director	$0	$0	$0
BOB CORN	Director	2.00	Director	$0	$0	$0
SAM SF CALIGIURI	Director	2.00	Director	$0	$0	$0
DOUGLAS A WHEELER	Director	2.00	Director	$0	$0	$0
JOSEPH NOWAK	Director	3.00	Director	$0	$0	$0
KRISTEN DICARMINE	Director	2.00	Director	$0	$0	$0
BRIAN PLEVA	Director	2.00	Director	$0	$0	$0
JENNIFER MCADAM	Director	2.00	Director	$0	$0	$0
SUZANNE LOOMIS	PAST CHAIR	2.00	Director	$0	$0	$0
JIM HARRISON	Director	2.00	Director	$0	$0	$0
GREGORY M REDMOND	Director	2.00	Director	$0	$0	$0
GERMAINE MARKS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TYLER BROWN	Director	2.00	Director	$0	$0	$0
TONY TRENZELUK	Director	3.00	Director	$0	$0	$0
RYAN CHIEFFO	Director	2.00	Director	$0	$0	$0
VICKY KIDMAN	Director	2.00	Director	$0	$0	$0
MICHAELANNE EHRENBERG	Director	2.00	Director	$0	$0	$0
BRIDGET DUNN	Chair of Board	2.00	Officer Director	$0	$0	$0
MATT AHMANN	Director	2.00	Director	$0	$0	$0
ASHLEE R PENA	Director	2.00	Director	$0	$0	$0
FELICIA SPIVACK	Director	2.00	Director	$0	$0	$0
LAUREN HAJIK	Director	3.00	Director	$0	$0	$0
JOHN HALEY	Director	3.00	Director	$0	$0	$0
SCOTT TOOHEY	Director	10.00	Director	$0	$0	$0
LYNN L ESPELAND	Director	3.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,730,322	$2,718,524	$4,708,687	$11,798
2023	$2,819,991	$2,567,129	$4,943,837	$252,862
2022	$2,767,872	$2,586,793	$5,406,151	$181,079
2021	$2,688,480	$2,284,384	$3,624,306	$404,096
2020	$2,388,530	$2,018,924	$3,186,319	$369,606
2019	$2,503,400	$2,322,949	$2,457,027	$180,451
2018	$2,381,192	$2,148,029	$2,263,584	$233,163

ASSOCIATION OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANIES