COMBINED CLAIM CONFERENCE INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
COMBINED CLAIM CONFERENCE INC (EIN 33-0559902)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-13
IRS object ID
202043189349306799
Schema version
2019v5.1
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)
Return2020-11-13T12:46:29-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2020-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD F STRAWNPreparerPersonNm
PTINP00440306PTIN
Phone9165657424PhoneNum
Preparation2020-11-05PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.22.30.6IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-05IPDt
IP Tm10:14:42IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDC9F5FB74DDCC63D7B1B2867824C7F0A6E1C509DAtSubmissionCreationDeviceId
At Submission Filing Device IdDC9F5FB74DDCC63D7B1B2867824C7F0A6E1C509DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-01-07 14:23:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
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$318,647GrossReceiptsAmt
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$310,600PYProgramServiceRevenueAmt
CY Program Service Revenue$317,361CYProgramServiceRevenueAmt
PY Investment Income$3,280PYInvestmentIncomeAmt
CY Investment Income$1,286CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$313,880PYTotalRevenueAmt
CY Total Revenue$318,647CYTotalRevenueAmt
PY Grants And Similar Paid$4,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,500CYGrantsAndSimilarPaidAmt
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$342,691PYOtherExpensesAmt
CY Other Expenses$343,839CYOtherExpensesAmt
PY Total Expenses$346,691PYTotalExpensesAmt
CY Total Expenses$351,339CYTotalExpensesAmt
PY Revenues Less Expenses-$32,811PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$32,692CYRevenuesLessExpensesAmt
Total Assets BOY$350,278TotalAssetsBOYAmt
Total Assets EOY$324,181TotalAssetsEOYAmt
Total Liabilities BOY$21,385TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,980TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$328,893NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$296,201NetAssetsOrFundBalancesEOYAmt
MissionTO SPONSOR AND ORGANIZE EDUCATIONAL SEMINARS FOR INSURANCE INDUSTRY AND RELATED PERSONNELMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE COMBINED CLAIMS CONFERENCE HELD A TWO-DAY PROGRAM OFFERING CONTINUING EDUCATION FOR 1,198 INDEPENDENT ADJUSTERS, ATTORNEYS, INVESTIGATORS AND BROKERS. THE CONFERENCE INCLUDED FOUR SEPARATE EDUCATION TRACKS, WITH SPEAKERS ADDRESSING THE MOST PRESSING INSURANCE TOPICS. THE COMBINED CLAIMS CONFERENCE PROVIDES 403 SCHOLARSHIPS TO EACH CONFERENCE FOR INSURANCE INDUSTRY PERSONNEL.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 OrganizationsYes (1)GrantsToOrganizationsInd
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 Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
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 DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CARYN SIEBERT
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
CARA CALHOUN
MEMBER1.00Yes (X)$0$0$0
KELLY SCHADE
MEMBER1.00Yes (X)$0$0$0
LINDA DOI-SCHEID
MEMBER1.00Yes (X)$0$0$0
CAROL MCDONALD
VICE-PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JULIET SCHADE
MEMBER1.00Yes (X)$0$0$0
BRIAN T MOSS
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
DAWNDE PENCE
VICE-PRESIDENT1.00Yes (X)Yes (X)$0$0$0
MICHAEL LAMB
MEMBER1.00Yes (X)$0$0$0
JOHN RUIZ
VICE-PRESIDENT1.00Yes (X)Yes (X)$0$0$0
BERT DIZON
MEMBER1.00Yes (X)$0$0$0
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$317,361TotalRevenueColumnAmt
Related Or Exempt Func Income$317,361RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$317,361TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,286TotalRevenueColumnAmt
Exclusion$1,286ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$318,647TotalRevenueColumnAmt
Related Or Exempt Func Income$317,361RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,286ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,000TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,500TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$985TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$49,810TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$783TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,530TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,363TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$935TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CONFERENCE - HOTEL AND$145,353
CONFERENCE - FOOD AND B$31,459
CONFERENCE - PRINTED MA$19,896
CREDIT CARD PROCESSING$17,810

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$73,915TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$351,339TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$180,202BOYAmt
EOY$146,227EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$155,645BOYAmt
EOY$156,931EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,431BOYAmt
EOY$21,023EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$350,278BOYAmt
EOY$324,181EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,004BOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$17,381BOYAmt
EOY$27,980EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,385BOYAmt
EOY$27,980EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$328,893BOYAmt
EOY$296,201EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$328,893BOYAmt
EOY$296,201EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$350,278BOYAmt
EOY$324,181EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$32,692ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
SECOND HARVEST FOOD BANK OF ORANGE COUNTY
8014 MARINE WAYIRVINGCA92618320362611$2,000HUNGER RELIEFHUNGER RELIEF
LA FIRE DEPARTMENT FOUNDATION
1700 STADIUM WAYLOS ANGELESCA90012272007326$2,000FIREFIGHTER SUPPORT
FRONTLINE FOODS
1342 FLORIDA AVE NWWASHINGTONDC20009273521132$2,000HUNGER RELIEF

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationIN THESE EXTRAORDINARY TIMES, THE BOARD HAS CHOSEN TO DONATE TO SEVERAL ORGANIZATIONS WORTHY OF CONTRIBUTIONS, RELATING TO FIREFIGHTERS AND PARAMEDICS AND TO THOSE WHO ARE HUNGRY IN OUR COMMUNITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 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.
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 49,810.
FORM 990, PART IX, LINE 24ECONFERENCE - EXHIBIT HALL 15,023. CONFERENCE - MEMBER ACTIVITIES 14,305. CONFERENCE - SPONSOR GIFTS, PRIZES 12,333. CONFERENCE - GREEN FEES 11,600. CONFERENCE - PLANNING MEETINGS 10,781. CONFERENCE - REGISTRATION 5,179. CONFERENCE - SUPPLIES 4,694.

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