COMBINED CLAIM CONFERENCE INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
COMBINED CLAIM CONFERENCE INC (EIN 33-0559902)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-15
IRS object ID
202143199349323214
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-11-15T16:00:19-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680138148PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RICHARD F STRAWN CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 UNIVERSITY AVENUE SUITE 200AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP958258308ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330559902EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMBINED CLAIMS CONFERENCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMBBusinessNameControlTxt
Phone9166344205PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11540 RIVER PARK DRIVE NO 211AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95815ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN T MOSSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9166344205PhoneNum
Signature2021-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIANPersonFirstNm
Person LastMOSSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD F STRAWNPreparerPersonNm
PTINP00440306PTIN
Phone9165657424PhoneNum
Preparation2021-11-02PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRIAN T MOSSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11540 RIVER PARK DRIVE SUITE 211AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95815ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$247,845GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressCOMBINEDCLAIMS.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO SPONSOR AND ORGANIZE EDUCATIONAL SEMINARS FOR INSURANCE INDUSTRY AND RELATED PERSONNEL.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$317,361PYProgramServiceRevenueAmt
CY Program Service Revenue$247,824CYProgramServiceRevenueAmt
PY Investment Income$1,286PYInvestmentIncomeAmt
CY Investment Income$21CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$318,647PYTotalRevenueAmt
CY Total Revenue$247,845CYTotalRevenueAmt
PY Grants And Similar Paid$7,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$343,839PYOtherExpensesAmt
CY Other Expenses$93,666CYOtherExpensesAmt
PY Total Expenses$351,339PYTotalExpensesAmt
CY Total Expenses$93,666CYTotalExpensesAmt
PY Revenues Less Expenses-$32,692PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$154,179CYRevenuesLessExpensesAmt
Total Assets BOY$324,181TotalAssetsBOYAmt
Total Assets EOY$464,654TotalAssetsEOYAmt
Total Liabilities BOY$27,980TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,274TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$296,201NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$450,380NetAssetsOrFundBalancesEOYAmt
MissionTO SPONSOR AND ORGANIZE EDUCATIONAL SEMINARS FOR INSURANCE INDUSTRY AND RELATED PERSONNELMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE COMBINED CLAIMS CONFERENCE HOLDS A ANNUAL TWO-DAY PROGRAM OFFERING CONTINUING EDUCATION FOR APPROXIMATELY 1,200 INDEPENDENT ADJUSTERS, ATTORNEYS, INVESTIGATORS AND BROKERS. THE CONFERENCE INCLUDES SEPARATE EDUCATION TRACKS, WITH SPEAKERS ADDRESSING THE MOST PRESSING INSURANCE TOPICS. THE COMBINED CLAIMS CONFERENCE PROVIDES OVER 400 SCHOLARSHIPS TO EACH CONFERENCE FOR INSURANCE INDUSTRY PERSONNEL. DURING THE PAST FISCAL YEAR, SUE TO THE PANDEMIC, NO CONFERENCE WAS HELD. IN THE UPCOMING FISCAL YEAR, FROM JULY 1, 2021 THROUGH JUNE 30,2022. TWO NORMAL CONFERENCES WILL BE HELD.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9166344205PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11540 RIVER PARK DRIVE NO 211AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95815ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SAMANTHA MORGAN
MEMBER1.00Yes (X)$0$0$0
CARA CALHOUN
MEMBER1.00Yes (X)$0$0$0
KYLE KELLY
SECRETARY1.00Yes (X)$0$0$0Yes (X)
LINDA DOI-SCHEID
VICE-PRESIDENT1.00Yes (X)$0$0$0Yes (X)
CAROL MCDONALD
VICE-PRESIDENT1.00Yes (X)$0$0$0Yes (X)
JULIET SCHADE
MEMBER1.00Yes (X)$0$0$0
BRIAN T MOSS
TREASURER1.00Yes (X)$0$0$0Yes (X)
DAWNDE PENCE
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
MICHAEL LAMB
MEMBER1.00Yes (X)$0$0$0
CARA CALHOUN
MEMBER1.00Yes (X)$0$0$0
BERT DIZON
VICE-PRESIDENT1.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONFERENCEDesc
Business524298BusinessCd
Total Revenue Column$247,824TotalRevenueColumnAmt
Related Or Exempt Func Income$247,824RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$247,824TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$21TotalRevenueColumnAmt
Exclusion$21ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$247,845TotalRevenueColumnAmt
Related Or Exempt Func Income$247,824RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$21ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$985TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$51,250TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$757TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,244TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,034TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CREDIT CARD PROCESSING$12,910
CONFERENCE - GOLF, GREE$11,840
CONFERENCE - EXHIBIT HA$5,500
CONFERENCE - SUPPLIES$3,609

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,537TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$93,666TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$146,227BOYAmt
EOY$156,772EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$156,931BOYAmt
EOY$285,229EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,023BOYAmt
EOY$22,653EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$324,181BOYAmt
EOY$464,654EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$574EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$27,980BOYAmt
EOY$13,700EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,980BOYAmt
EOY$14,274EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$296,201BOYAmt
EOY$450,380EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$296,201BOYAmt
EOY$450,380EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$324,181BOYAmt
EOY$464,654EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$154,179ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION HAS ENGAGED MCDONALD ASSOCIATION MANAGEMENT TO PERFORM MANAGEMENT DUTIES FOR ITS DAY-TO-DAY ACTIVITIES.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 WILL NOT BE DISTRIBUTED TO THE ORGANIZATION'S GOVERNING BOARD BEFORE FILING, BUT WILL BE REVIEWED BY THE GOVERNING BOARD LATER.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST AT ITS OFFICES IN SACRAMENTO, CA.
FORM 990, PART IX, LINE 11GMEETING PLANNER 51,250.

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