SURETY UNDERWRITERS ASSOCIATION OF NORTHERN CALIFORNIA: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SURETY UNDERWRITERS ASSOCIATION OF NORTHERN CALIFORNIA (EIN 94-1017172)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-12
IRS object ID
202622249349200112
Schema version
2025v4.2
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)
Return2026-08-12T09:01:51-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN392974976PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TYS ADVISORS LLCBusinessNameLine1Txt

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 Begin2025-01-01TaxPeriodBeginDt

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)
PersonDANIELLE LACOMBEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9254986200PhoneNum
Signature2026-07-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTOBIN G MOON CPAPreparerPersonNm
PTINP00971412PTIN
Phone9254986200PhoneNum
Preparation2026-07-27PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$144,990GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Membership Dues$14,603MembershipDuesAmt
Other Revenue Total$130,387OtherRevenueTotalAmt
Total Revenue$144,990TotalRevenueAmt
Other Expenses Total$154,005OtherExpensesTotalAmt
Total Expenses$154,005TotalExpensesAmt
Excess Or Deficit For Year-$9,015ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$33,339NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$24,324NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$33,339BOYAmt
EOY$24,324EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$33,339BOYAmt
EOY$24,324EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$33,339BOYAmt
EOY$24,324EOYAmt
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
DANIELLE LACOMBE
PRESIDENT1.50$0$0$0
RILEY MCNUTT
VICE PRESIDENT1.50$0$0$0
COURTNEY CHEW
TREASURER1.50$0$0$0
BRIANNA AREVALO
SECRETARY1.50$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 Line1COURTNEY CHEW TREASURERBusinessNameLine1Txt

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: GOLF TOURNAMENT. AMOUNT: 37,427. DESCRIPTION: FLEET WEEK. AMOUNT: 18,378. DESCRIPTION: HOLIDAY GALA. AMOUNT: 48,818. DESCRIPTION: KICK OFF MIXER. AMOUNT: 11,756. DESCRIPTION: GIANTS GAME. AMOUNT: 7,903. DESCRIPTION: EDUCATIONAL EVENT. AMOUNT: 485. DESCRIPTION: MISCELLANEOUS. AMOUNT: 5,620. TOTAL TO FORM 990-EZ, LINE 8: 130,387.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: KICK-OFF MIXER. AMOUNT: 12,055. DESCRIPTION: GIANTS GAME. AMOUNT: 11,967. DESCRIPTION: GOLF TOURNAMENT. AMOUNT: 51,082. DESCRIPTION: EDUCATIONAL EVENT. AMOUNT: 6,048. DESCRIPTION: FLEET WEEK. AMOUNT: 19,525. DESCRIPTION: HOLIDAY GALA. AMOUNT: 43,541. DESCRIPTION: INSURANCE. AMOUNT: 400. DESCRIPTION: TAX PREP. AMOUNT: 1,600. DESCRIPTION: MISC. AMOUNT: 7,787. TOTAL TO FORM 990-EZ, LINE 16: 154,005.

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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