ASSOCIATION OF CALIFORNLIA LIFE AND HEALTH INSURANCE COMPANIES: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF CALIFORNLIA LIFE AND HEALTH INSURANCE COMPANIES (EIN 94-6122439)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-29
- IRS object ID
- 201632739349300303
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-29T14:06:23-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W San Fernando St Ste 500 | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946122439 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Association of California Life and | BusinessNameLine1Txt |
| Business Name Line2 | Health Insurance Companies | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 9164423648 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K Street No 1820 | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bradley Wenger | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 9164423648 | PhoneNum |
| Signature | 2016-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Randy Peterson | PreparerPersonNm |
| PTIN | P01300203 | PTIN |
| Phone | 4082006400 | PhoneNum |
| Preparation | 2016-09-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Bradley Wenger | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K Street No 1820 | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,996,622 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ACLHIC.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To advance the interests and well-being of the life and health insurance industry before legislative and administrative bodies and through education and advocacy for its membership. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,173,885 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,965,701 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,849 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,921 | CYInvestmentIncomeAmt |
| PY Other Revenue | $120 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,186,854 | PYTotalRevenueAmt |
| CY Total Revenue | $1,996,622 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,148,657 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,205,170 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,080,867 | PYOtherExpensesAmt |
| CY Other Expenses | $694,475 | CYOtherExpensesAmt |
| PY Total Expenses | $2,232,774 | PYTotalExpensesAmt |
| CY Total Expenses | $1,915,395 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$45,920 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $81,227 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,412,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,297,309 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $605,649 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $413,154 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $806,558 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $884,155 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To advance the interests and well-being of the life and health insurance industry before legislative and administrative bodies and through education and advocacy for its membership. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE ORGANIZATION CONDUCTED ITS ANNUAL ROUND TABLE CONFERENCE TO BRING TOGETHER AND HELP EDUCATE LEGISLATIVE, ADMINISTRATIVE, AND INSURANCE COMPANY REPRESENTATIVES RELATIVE TO CURRENT LIFE AND HEALTH ISSUES IMPACTING THE INDUSTRY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen Roberts | PersonNm |
| Phone | 9164428888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 Capitol Mall 25th Fl | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Linda Watters | |||||||
| Chair of the Board | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER KENNEY | |||||||
| Vice Chair of the board | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Michael Prosio | |||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Diana M Marchesi | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| R Gary Allen | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Vanessa Ramirez | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Andy Romero | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian Pietsch | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Andrew Kiefer | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Crystal Jack | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Seema Taneja | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Patrice Reeder | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Jones | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Charles E Hunt | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Roupen Berberian | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| John R Camillo | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Linda Ulrich | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Hickey | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Galen Ullstrom | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Joseph Nowak | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Gregory D Woodworth | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Tobin | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Bula | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Suzanne Loomis | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Catherine Drexler | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Todd R Thakar | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian Hansen | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Steinert | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Tom Simpson | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Keesha-Lu Mitra | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian W McAndrews | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen Elinski | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Kimberley D Dunn | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Chuck Piacentini | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Mike Mattoch | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| R Ted Kennedy | |||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| richard goldberg | |||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Kevin Rasch | |||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas J Mays | |||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM M CAMERON | |||||||
| Chair of the Corp. | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GOLDSTEIN | |||||||
| Vice Chair of the Corp. | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Brad Wenger | |||||||
| President and CEO | 40.00 | Yes (X) | $332,442 | $0 | $65,207 | ||
| Karen Roberts | |||||||
| CFO | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Anne Eowan | |||||||
| VP/Government affairs/Secretary | 20.00 | Yes (X) | $150,323 | $0 | $51,714 | ||
| Stefanie Watkins | |||||||
| Legislative Advocate | 40.00 | $141,023 | $0 | $24,042 | Yes (X) | ||
| Ted M Angelo | |||||||
| VP/Legislative affairs | 40.00 | $156,529 | $0 | $47,882 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $780,317 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $188,845 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hogan Lovells US LLP | |||||
| 555 Thirteenth street NW | washinton | DC | 200041109 | MGMT & Legal service | $242,901 |
| Nossaman LLP | |||||
| 777 So Figueroa St 34th fl | Los angeles | CA | 90017 | Mgmt & Legal service | $154,127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $26,000 | AllOtherContributionsAmt |
| Total Contributions | $26,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Membership dues & asse | 524298 | $1,907,803 | $1,907,803 |
| Annual round table | 524298 | $57,898 | $57,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,965,701 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,921 | TotalRevenueColumnAmt |
| Exclusion | $4,921 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,996,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,965,701 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,921 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,750 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,786 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,202 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,775 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,812 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,595 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,364 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,266 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,496 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,201 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,913 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,226 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,906 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,821 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,962 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,904 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| annual round table | $186,810 |
| pacificare litigation | $46,606 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,915,395 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,376 | BOYAmt |
| EOY | $173,270 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,003,261 | BOYAmt |
| EOY | $1,068,150 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,966 | BOYAmt |
| EOY | $1,233 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,558 | BOYAmt |
| EOY | $26,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $178,458 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $150,276 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,046 | BOYAmt |
| EOY | $28,182 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,207 | BOYAmt |
| EOY | $1,297,309 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,300 | BOYAmt |
| EOY | $190,042 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,349 | BOYAmt |
| EOY | $223,112 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,649 | BOYAmt |
| EOY | $413,154 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,558 | BOYAmt |
| EOY | $884,155 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,558 | BOYAmt |
| EOY | $884,155 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,207 | BOYAmt |
| EOY | $1,297,309 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $81,227 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$3,630 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $1,907,803 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $221,108 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$208,398 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $12,710 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $221,110 | AggregateReportedDuesNtcAmt |
| Taxable | -$208,400 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,350 | OtherCostOrOtherBasisAmt |
| Depreciation | $603 | DepreciationAmt |
| Book Value | $7,747 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,767 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,982 | DepreciationAmt |
| Book Value | $1,785 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $111,341 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,691 | DepreciationAmt |
| Book Value | $18,650 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,182 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Association is a qualified organization exempt from federal and California income taxes under the provisions of Section 501(c)(6) of the Internal Revenue Code (IRC) and 23701(e) of the State of California Revenue and Taxation Code. The Association has evaluated its current tax positions and has concluded that as of December 31, 2015, the Association does not have any significant uncertain tax positions for which a reserve would be necessary. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oakland Military Institute | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3911 Lusk Street | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 912073068 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Purpose Of Grant | Scholarship | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brad Wenger | ||||||||||||||
| President and CEO | $319,442 | $0 | $0 | $0 | $13,000 | $0 | $25,725 | $0 | $39,482 | $0 | $397,649 | $0 | $0 | $0 |
| Anne Eowan | ||||||||||||||
| VP/Government affairs/Secretary | $137,323 | $0 | $0 | $0 | $13,000 | $0 | $12,810 | $0 | $38,904 | $0 | $202,037 | $0 | $0 | $0 |
| Stefanie Watkins | ||||||||||||||
| Legislative Advocate | $141,023 | $0 | $0 | $0 | $0 | $0 | $14,594 | $0 | $9,448 | $0 | $165,065 | $0 | $0 | $0 |
| Ted M Angelo | ||||||||||||||
| VP/Legislative affairs | $151,529 | $0 | $0 | $0 | $5,000 | $0 | $15,645 | $0 | $32,237 | $0 | $204,411 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | The organization pays tax obligations on holiday bonuses for listed persons. The organization pays golf club dues for President and Secretary. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | The organization uses Nossaman LLP for management services. |
| Form 990, Part VI, Section A, line 4 | The organization amended its bylaws in August 2015. The changes include: 1) Eliminate the ACLHIC Audit Committee and transfer its duties to the ACLHIC Finance Committee. 2) Extend to two years the terms of office for the Chairperson of the Board, the vice-chairperson of the board, and the treasurer. 3) Elimination of superfluous language. |
| Form 990, Part VI, Section A, line 6 | Members are organizations that are in the health and life insurance industries. |
| Form 990, Part VI, Section A, line 7a | Members vote for board of directors. |
| Form 990, Part VI, Section A, line 7b | New bylaws may be adopted or these bylaws may be amended or repealed by the vote of Members. |
| Form 990, Part VI, Section B, line 11 | 990 is prepared by contracted CPA and reviewed by the VP/Treasurer, compared to financial report for reasonableness and accuracy, then signed by President. |
| Form 990, Part VI, Section B, line 12c | Required reporting of potential conflicts. Recusal from items required when conflict is present, and board minutes shall reflect when conflict of interest arises and recusal required. |
| Form 990, Part VI, Section B, line 15 | Annual review of all salaries and budget, then recommendations made by administration committee to board of directors. Informal comparisons of competitive salaries are made during that process. |
| Form 990, Part VI, Section C, line 19 | All documents are made available to public upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ACLHIC PAC | |||||||||
| 1127 11TH ST 300 | SACRAMENTO | CA | 95814 | 942911298 | POLITICAL COMMITTEE | CA | 527 | ASSOCIATION OF CALIFORNIA LIFE AND INSURANCE COMPANIES | 0 |
| DISABILITY POLITICAL ACTION COMMITTEE | |||||||||
| 1127 11TH ST 300 | SACRAMENTO | CA | 95814 | 830347530 | POLITICAL COMMITTEE | CA | 527 | ASSOCIATION OF CALIFORNIA LIFE AND INSURANCE COMPANIES | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |