SURETY UNDERWRITERS ASSOCIATION OF NORTHERN CALIFORNIA: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SURETY UNDERWRITERS ASSOCIATION OF NORTHERN CALIFORNIA (EIN 94-1017172)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-02-21
IRS object ID
202440529349200014
Schema version
2023v4.0
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

FieldValueIRS element (for citing)
Return2024-02-21T10:34:26-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260618284PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TYS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1800 S BROADWAY SUITE 450AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94596ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941017172EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SURETY ASSOCIATION OF NORTHERNBusinessNameLine1Txt
Business Name Line2CALIFORNIABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSUREBusinessNameControlTxt
Phone9254986200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 S BROADWAY 450AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94596ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOYCE TAHIRAPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone9254986200PhoneNum
Signature2024-02-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOYCEPersonFirstNm
Person LastTAHIRAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTOBIN G MOON CPAPreparerPersonNm
PTINP00971412PTIN
Phone9254986200PhoneNum
Preparation2024-02-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressNONEWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$136,654GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Membership Dues$19,901MembershipDuesAmt
Other Revenue Total$116,753OtherRevenueTotalAmt
Total Revenue$136,654TotalRevenueAmt
Other Expenses Total$131,757OtherExpensesTotalAmt
Total Expenses$131,757TotalExpensesAmt
Excess Or Deficit For Year$4,897ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$22,119NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$27,016NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$22,119BOYAmt
EOY$27,016EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,119BOYAmt
EOY$27,016EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$22,119BOYAmt
EOY$27,016EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE PURPOSE OF THE SURETY ASSOCIATION OF NORTHERN CALIFORNIA IS TO IMPROVE THE SERVICE RENDERED TO THE COMMUNITY BY PROFESSIONALS INVOLVED IN CORPORATE SURETYSHIP, THE ASSOCIATION SHALL PROMOTE UNDERSTANDING AMONG ITS MEMBERS THROUGH THE STUDY AND DISCUSSION OF LOCAL SURETY PROBLEMS AND MATTERS; PROVIDE A CENTRAL FACILITY FOR CORRESPONDENCE WITH OTHER ORGANIZATIONS AND PUBLIC BODIES; DISSEMINATE USEFUL AND INTERESTING INFORMATION, AND PERFORM SUCH OTHER FUNCTIONS AS MAY BE INCIDENTAL TO THE FOREGOING.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
KICK OFF MIXER: EVENT IS USED TO HOLD OUR ANNUAL OFFICER ELECTIONS. THE EVENT IS ALSO A TIME TO PROMOTE NEW MEMBERSHIP.$0$0
SPEAKER SERIES GUEST SPEAKER, TYPICALLY A CPA, CONTRACTOR, ATTORNEY OR BROKER. EMPHASIS IS ON TOPICS RELEVANT TO SURETY INDUSTRY INCLUDING BUT NOT LIMITED TO TAX OR CONSTRUCTION LAW CHANGES, NEW PROJECT FINANCING APPROACHES AND ACCOUNTING FOR CONTRACTORS. EVENTS OCCUR IN VARIOUS EVENT SPACES IN SAN FRANCISCO.$0$0
JOB SITE VISIT YEARLY JOB SITE VISIT TO A LARGE OR UNIQUE PROJECT. PAST TOURS HAVE INCLUDED THE BAY BRIDGE AND CALDECOTT TUNNEL. PURPOSE OF JOB TOURS IS TO IMPROVE THE TECHNICAL CONSTRUCTION KNOWLEDGE OF OUR MEMBERS AND FAMILIARIZE THEM WITH MAJOR PROJECTS IN THE AREA. EVENTS OCCUR IN VARIOUS CONSTRUCTION SITES IN THE BAY AREA.$0$0

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SAMUEL CAMPOS
PRESIDENT2.00$0$0$0
JOYCE TAHIRA
VICE PRESIDENT2.00$0$0$0
DANIELLE LACOMBE
SECRETARY2.00$0$0$0
JONATHAN NELSON
TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOYCE TAHIRA PRESIDENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 S BROADWAY SUITE 450AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94596ZIPCd
FieldValueIRS element (for citing)
Phone9254986200PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: 2023 GOLF TOURNAMENT. AMOUNT: 39,077. DESCRIPTION: 2023 FLEET WEEK. AMOUNT: 13,141. DESCRIPTION: HOLIDAY GALA. AMOUNT: 42,997. DESCRIPTION: KICK OFF MIXER. AMOUNT: 7,947. DESCRIPTION: GIANTS GAME. AMOUNT: 6,137. DESCRIPTION: EDUCATIONAL EVENT. AMOUNT: 5,427. DESCRIPTION: MISC. AMOUNT: 2,027. TOTAL TO FORM 990-EZ, LINE 8: 116,753.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: MEMBERSHIP DUES. AMOUNT: 11. DESCRIPTION: KICK-OFF MIXER. AMOUNT: 11,500. DESCRIPTION: GIANTS GAME. AMOUNT: 5,369. DESCRIPTION: GOLF TOURNAMENT. AMOUNT: 28,999. DESCRIPTION: EDUCATIONAL EVENT. AMOUNT: 6,115. DESCRIPTION: FLEET WEEK. AMOUNT: 19,516. DESCRIPTION: HOLIDAY GALA. AMOUNT: 52,952. DESCRIPTION: BANK FEES. AMOUNT: 120. DESCRIPTION: INSURANCE. AMOUNT: 400. DESCRIPTION: TAX PREP. AMOUNT: 1,500. DESCRIPTION: MISC. AMOUNT: 5,275. TOTAL TO FORM 990-EZ, LINE 16: 131,757.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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