CREDIT UNION SELF-INSURED GROUP OF CALIFORNIA INC

Cite this

Plain text CREDIT UNION SELF-INSURED GROUP OF CALIFORNIA INC. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/credit-union-self-insured-group-of-california-inc-200406647. Retrieved 2026-11-01.

APA furp.org. (n.d.). CREDIT UNION SELF-INSURED GROUP OF CALIFORNIA INC [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 1, 2026, from https://furp.org/org/credit-union-self-insured-group-of-california-inc-200406647

MLA “CREDIT UNION SELF-INSURED GROUP OF CALIFORNIA INC.” furp.org, tax years 2010–2024, https://furp.org/org/credit-union-self-insured-group-of-california-inc-200406647. Accessed 1 Nov. 2026.

Retrieved 2026-11-01; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $2.8M · expenses $1.5M · assets $32.2M

Also known as
CALIFORNIA CO AFFINITY GROUP ADMINSTRS
EIN
20-0406647
Address
8863 GREENBACK LANE 211, ORANGEVALE, CA 95662-4059
Website
WWW.CUSIG.ORG
NTEE code
W026
Exempt type
501(c)(6): business league or chamber of commerce (corporation)
Ruling date
May 2005 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Cross-check
ProPublica Nonprofit Explorer

Mission

AS AN ORGANIZATION ESTABLISHED FOR THE EXCLUSIVE SUPPORT OF EXEMPT CREDIT UNIONS, IT PROVIDES CALIFORNIA CREDIT UNIONS WITH LOW-COST ALTERNATIVE TO WORKERS' COMPENSATION INSURANCE.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 19 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

19 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Raquel Flores CHAIR2017-2024 0 $0 reported 1
Chris Harris VICE CHAIR2019-2024 0 $0 reported 1
Melissa Cleborne VICE CHAIR2024 0 $0 reported 1
Janet Mainenti SECRETARY2018-2024 0 $0 reported 1
Hudson Lee TREASURER2017-2024 0 $0 reported 3
LeeAnne Giblin MEMBER AT LARGE2017-2024 0 $0 reported 2
Tom Gray MEMBER AT LARGE2010-2024 0 $0 reported 1
Lisa Pesta MEMBER AT LARGE2010-2024 0 $0 reported 2
Mark Manns MEMBER AT LARGE2017-2024 0 $0 reported 1
Tracy Jackson (former) Secretary2018 0 $0 reported 1
Art Schwartz (former) Vice Chair2014-2018 0 $0 reported 1
Virginia Wade (former) Secretary2010-2017 0 $0 reported 1
Kevin Carlson (former) Treasurer2012-2016 0 $0 reported 2
Leanne Giblin (former) Vice Chair2013-2016 0 $0 reported 1
Ed Cassidy (former) Member at Large2012 0 $0 reported 1
Ruth E Duncan (former) Secretary2010-2011 0 $0 reported 2
Ed Cassady (former) Member at large2010-2011 0 $0 reported 1
Chris Daniels (former) Member at Large2011 0 $0 reported 1
Michelle Esser (former) Board Member2010 0 $0 reported 1

People by year

2024 · 9 people listed · none paid · 0 employees · 21 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RAQUEL FLORES CHAIR0 $0$0$0 $01
CHRIS HARRIS VICE CHAIR0 $0$0$0 $01
MELISSA CLEBORNE VICE CHAIR0 $0$0$0 $01
JANET MAINENTI SECRETARY0 $0$0$0 $01
HUDSON LEE TREASURER0 $0$0$0 $03
LEEANNE GIBLIN MEMBER AT LARGE0 $0$0$0 $02
TOM GRAY MEMBER AT LARGE0 $0$0$0 $01
LISA PESTA MEMBER AT LARGE0 $0$0$0 $02
MARK MANNS MEMBER AT LARGE0 $0$0$0 $01
2023 · 8 people listed · none paid · 0 employees · 21 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RAQUEL FLORES CHAIR0 $0$0$0 $01
CHRIS HARRIS VICE CHAIR0 $0$0$0 $01
JANET MAINENTI SECRETARY0 $0$0$0 $01
HUDSON LEE TREASURER0 $0$0$0 $03
LEEANNE GIBLIN MEMBER AT LARGE0 $0$0$0 $02
TOM GRAY MEMBER AT LARGE0 $0$0$0 $01
LISA PESTA MEMBER AT LARGE0 $0$0$0 $02
MARK MANNS MEMBER AT LARGE0 $0$0$0 $01
2022 · 8 people listed · none paid · 0 employees · 21 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RAQUEL FLORES CHAIR0 $0$0$0 $01
CHRIS HARRIS VICE CHAIR0 $0$0$0 $01
JANET MAINENTI SECRETARY0 $0$0$0 $01
HUDSON LEE TREASURER0 $0$0$0 $03
LEEANNE GIBLIN MEMBER AT LARGE0 $0$0$0 $02
TOM GRAY MEMBER AT LARGE0 $0$0$0 $01
LISA PESTA MEMBER AT LARGE0 $0$0$0 $02
MARK MANNS MEMBER AT LARGE0 $0$0$0 $01
2021 · 8 people listed · none paid · 0 employees · 21 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK MANNS CHAIR0 $0$0$0 $01
RAQUEL FLORES VICE CHAIR0 $0$0$0 $01
JANET MAINENTI SECRETARY0 $0$0$0 $01
HUDSON LEE TREASURER0 $0$0$0 $03
LEEANNE GIBLIN MEMBER AT LARGE0 $0$0$0 $02
TOM GRAY MEMBER AT LARGE0 $0$0$0 $01
LISA PESTA MEMBER AT LARGE0 $0$0$0 $02
CHRIS HARRIS MEMBER AT LARGE0 $0$0$0 $01
2020 · 8 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mark Manns Chair0 $0$0$0 $01
Raquel Flores Vice Chair0 $0$0$0 $01
Janet Mainenti Secretary0 $0$0$0 $01
Hudson Lee Treasurer0 $0$0$0 $03
LeeAnne Giblin Member at large0 $0$0$0 $02
Tom Gray Member at Large0 $0$0$0 $01
Lisa Pesta Member at Large0 $0$0$0 $02
Chris Harris Member at Large0 $0$0$0 $01
2019 · 8 people listed · none paid · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mark Manns Chair0 $0$0$0 $01
Chris Harris Member at large0 $0$0$0 $01
LeeAnne Giblin Member at Large0 $0$0$0 $02
Hudson Lee Treasurer0 $0$0$0 $03
Tom Gray Member at Large0 $0$0$0 $01
Lisa Pesta Member at Large0 $0$0$0 $02
Raquel Flores Vice Chair0 $0$0$0 $01
Janet Mainenti Secretary0 $0$0$0 $01
2018 · 9 people listed · none paid · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mark Manns Member at Large0 $0$0$0 $01
Tracy Jackson Secretary0 $0$0$0 $01
LeeAnne Giblin Chair0 $0$0$0 $02
Art Schwartz Vice Chair0 $0$0$0 $01
Hudson Lee Treasurer0 $0$0$0 $03
Tom Gray Member at Large0 $0$0$0 $01
Lisa Pesta Member at Large0 $0$0$0 $02
Raquel Flores Member at Large0 $0$0$0 $01
Janet Mainenti Member at Large0 $0$0$0 $01
2017 · 8 people listed · none paid · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mark Manns Member at Large0 $0$0$0 $01
Virginia Wade Secretary0 $0$0$0 $01
LeeAnne Giblin Chair0 $0$0$0 $02
Art Schwartz Vice Chair0 $0$0$0 $01
Hudson Lee Treasurer0 $0$0$0 $03
Tom Gray Member at Large0 $0$0$0 $01
Lisa Pesta Past Chair0 $0$0$0 $02
Raquel Flores Member at Large0 $0$0$0 $01
2016 · 6 people listed · none paid · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kevin Carlson Treasurer0 $0$0$0 $02
Virginia Wade Secretary0 $0$0$0 $01
Leanne Giblin Vice Chair0 $0$0$0 $01
Art Schwartz Member at Large0 $0$0$0 $01
Tom Gray Past Chair0 $0$0$0 $01
Lisa Pesta Chairman0 $0$0$0 $02
2015 · 6 people listed · none paid · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kevin Carlson Treasurer0 $0$0$0 $02
Virginia Wade Secretary0 $0$0$0 $01
Leanne Giblin Vice Chair0 $0$0$0 $01
Art Schwartz Member at Large0 $0$0$0 $01
Tom Gray Past Chair0 $0$0$0 $01
Lisa Pesta Chairman0 $0$0$0 $02
2014 · 6 people listed · none paid · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Art Schwartz Member at Large0 $0$0$0 $01
Kevin Carlson Treasurer0 $0$0$0 $02
Virginia Wade Secretary0 $0$0$0 $01
Leanne Giblin Vice Chair0 $0$0$0 $01
Tom Gray Past Chair0 $0$0$0 $01
Lisa Pesta Chairman0 $0$0$0 $02
2013 · 5 people listed · none paid · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kevin Carlson Treasurer0 $0$0$0 $02
Virginia Wade Secretary0 $0$0$0 $01
Leanne Giblin Member at Large0 $0$0$0 $01
Tom Gray Vice Chair0 $0$0$0 $01
Lisa Pesta Chair.0 $0$0$0 $02
2012 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lisa Pesta Vice President0 $0$0$0 $02
Tom Gray President0 $0$0$0 $01
Ed Cassidy Member at Large0 $0$0$0 $01
Virginia Wade Secretary0 $0$0$0 $01
Kevin Carlson Ast .Treasurer0 $0$0$0 $02
2011 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Virginia Wade Immediate past0 $0$0$0 $01
Tom Gray President0 $0$0$0 $01
Ruth Duncan Secretary0 $0$0$0 $02
Lisa Pesta Vice President0 $0$0$0 $02
Ed Cassady Member at large0 $0$0$0 $01
Chris Daniels Member at Large0 $0$0$0 $01
2010 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Virginia Wade Immediate past0 $0$0$0 $01
Tom Gray President0 $0$0$0 $01
Ruth Duncan Secretary0 $0$0$0 $02
Michelle Esser Board Member0 $0$0$0 $01
Lisa Pesta Vice President0 $0$0$0 $02
Ed Cassady Member at large0 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $1.3M
NameLocationServicePaid
RISK STATREGIES COMPANYBOSTON, MAINSURANCE BROKER$478,957
AFFINITY GROUP ADMINISTRATORSORANGEVALE, CAPROGRAM ADMINISTRATION$342,050
ACCLAMATION INSURANCE MANAGEMENT SERVICESACRAMENTO, CACLAIMS HANDLING$240,000
MORGAN STANLEYTORRANCE, CAINVESTMENT BROKER$150,000
ALLIED MANAGED CARESACRAMENTO, CABILL AND UTILIZATION REVIEW$103,620
2023 · 4 contractors · $1.0M
NameLocationServicePaid
RISK STRATEGIES COMPANYBOSTON, MABROKER$371,009
AFFINITY GROUP ADMINISTRATORSORANGEVALE, CAPROGRAM ADMINISTRATION$333,996
ACCLAMATION INSURANCE MANAGEMENT SERVICESACRAMENTO, CACLAIMS HANDLING$161,483
MORGAN STANLEYTORRANCE, CAINVESTMENT BROKER$149,000
2022 · 3 contractors · $1.4M
NameLocationServicePaid
RISK STRATEGIES COMPANYBOSTON, MABROKER$850,976
AFFINITY GROUP ADMINISTRATORSORANGEVALE, CAPROGRAM ADMINISTRATION$364,219
ACCLAMATION INSURANCE MANAGEMENT SERVICESACRAMENTO, CACLAIMS HANDLING$138,498
2021 · 4 contractors · $1.4M
NameLocationServicePaid
RISK STRATEGIES COMPANYBOSTON, MABROKER$791,768
AFFINITY GROUP ADMINISTRATORSORANGEVALE, CAPROGRAM ADMINISTRATION$294,147
ACCLAMATION INSURANCE MANAGEMENT SERVICESACRAMENTO, CACLAIMS HANDLING$155,545
MORGAN STANLEYSAN DIEGO, CAMANAGE RESERVE FUNDS$149,950
2020 · 3 contractors · $893K
NameLocationServicePaid
Risk Statregies CompanyBoston, MABroker$375,709
Affinity Group AdministratorsOrangevale, CAProgram Admin.$299,177
Acclamation Insurance Management ServicesSacramento, CAClaims Handling$218,512
2019 · 3 contractors · $925K
NameLocationServicePaid
Risk Statregies CompanyBoston, MABroker$338,861
Affinity Group AdministratorsOrangevale, CAProgram Admin.$297,477
Acclamation Insurance Management ServicesSacramento, CAClaims Handling$288,692
2018 · 3 contractors · $991K
NameLocationServicePaid
Acclamation Insurance Management ServicesSacramento, CAClaims Handling$390,555
Affinity Group AdministratorsFolsom, CAProgram Admin.$315,878
Risk Statregies CompanyBoston, MABroker$284,454
2017 · 5 contractors · $2.1M
NameLocationServicePaid
Acclamation Insurance Management ServicesSacramento, CAClaims Handling$916,708
Risk Statregies CompanyBoston, MABroker$586,318
Affinity Group AdministratorsFolsom, CAProgram Admin.$316,485
CUNA Mutual Insurance CompanyMadison, WIInsurance Provider$158,010
Allied Managed CareSacramento, CAClaims Handling$102,496
2016 · 4 contractors · $794K
NameLocationServicePaid
Risk Statregies CompanyBoston, MABroker$273,092
Affinity Group AdministratorsFolsom, CAProgram Admin.$254,112
Allied Managed CareSacramento, CAClaims Handling$140,520
Acclamation Insurance Management ServicesSacramento, CAClaims Handling$125,856
2015 · 4 contractors · $1.1M
NameLocationServicePaid
Risk Statregies CompanyBoston, MABroker$519,029
Affinity Group AdministratorsFolsom, CAProgram Admin.$397,725
Acclamation Insurance Management ServicesSacramento, CAClaims Handling$122,877
Allied Managed CareSacramento, CAClaims Handling$105,084
2014 · 4 contractors · $919K (some amounts not reported)
NameLocationServicePaid
Risk Statregies CompanyBoston, MABroker$470,052
Affinity Group AdministratorsFolsom, CAProgram Admin.$339,366
Acclamation Insurance Management ServicesSacramento, CAClaims Handling$109,870
Allied Managed CareSacramento, CAClaims Handling-
2013 · 4 contractors · $931K
NameLocationServicePaid
Risk Statregies CompanyBroker$363,699
Affinity Group AdministratorsProgram Admin.$345,092
Acclamation Insurance Management ServicesClaims Handling$118,326
Allied Managed CareClaims Handling$104,233
2012 · 2 contractors · $702K
NameLocationServicePaid
Risk Statregies CompanyBoston, MABroker$356,531
Affinity Group AdministratorsFolsom, CAProgram Admin.$345,092
2011 · 2 contractors · $711K
NameLocationServicePaid
Risk Statregies CompanyBoston, MABroker$393,503
Affinity Group AdministratorsFolsom, CAProgram Admin.$317,401
2010 · 2 contractors · $606K
NameLocationServicePaid
Affinity Group AdministratorsFolsom, CAProgram Admin.$355,141
Allied Managed CareSacramento, CAClaims Handling$251,000

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$2,753,093$1,455,018 $32,224,735$27,594,809 $0$2,537,046 $0021
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$3,245,954$2,080,814 $31,606,614$26,158,353 $0$2,598,844 $0021
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$2,302,249$1,353,419 $30,294,565$23,341,460 $0$2,085,044 $0021
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$3,836,752$1,358,406 $33,798,400$27,355,986 $0$2,971,860 $0021
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$4,011,574$2,312,731 $31,399,883$24,144,688 $0$2,367,984 $007
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$3,848,368$979,823 $29,736,529$22,195,042 $0$2,933,270 $005
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$4,455,998$287,650 $27,013,763$17,553,844 $0$4,018,056 $005
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$4,040,895$914,499 $26,158,774$14,281,018 $0$3,700,217 $005
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$5,272,519$4,351,634 $23,830,350$10,597,406 $0$4,629,975 $005
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$4,829,627$2,814,830 $21,266,038$9,838,318 $0$4,680,922 $005
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$4,556,616$2,713,311 $19,199,536$7,870,710 $0$4,395,979 $005
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$4,006,730$2,416,664 $17,199,146$6,027,405 $0$4,134,396 $005
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$3,762,153$3,073,953 $13,703,582$4,437,339 $0$3,549,005 $00-
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$3,067,818$3,380,094 $12,229,362$3,749,139 $0$2,915,719 $00-
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$2,920,771$3,359,445 $11,566,342$4,061,415 $0$2,681,195 $00-

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CALIFORNIA BUILDING PERFORMANCE CONTRACTORS ASSOCIATIONCAW02 $3,476,634$2,869,357 Executive Director$202,566 Same NTEE code W02, revenue within 2x, same state
GREENINFO NETWORKCAW02 $2,189,325$1,994,629 ED & CFO$136,401 Same NTEE code W02, revenue within 2x, same state
FANANGEL FOUNDATION INCCAW02 $1,527,185$1,525,675 Director President$0 Same NTEE code W02, revenue within 2x, same state
THE CENTER TO PROMOTE HEALTHCARE ACCESS INCCAW02 $3,912,067$2,133,739 CEO$299,172 Same NTEE code W02, revenue within 2x, same state
XBRL US INCDCW02 $1,398,752$1,424,220 PRESIDENT &$291,847 Same NTEE code W02, revenue within 2x
THE CENTER FOR COMPUTER ASSISTED LEGAL INSTRUCTIONILW02 $1,788,826$1,676,764 DIR. OF INTERNET DEVELOP$176,423 Same NTEE code W02, revenue within 2x
NGO INFORMATION SHARING AND ANALYSIS CENTER INCVAW02 $1,637,429$532,492 CEO & Secretary$166,462 Same NTEE code W02, revenue within 2x
INTERNATIONAL REGISTRATION PLAN INCVAW02 $5,293,473$3,290,381 CEO$202,800 Same NTEE code W02, revenue within 2x
MANCHESTER-BIDWELL CORPORATIONPAW02 $3,839,241$4,690,425 FOUNDER & EXECUTIVE CHAIR (EXIT 1/25)$310,725 Same NTEE code W02, revenue within 2x
SARBANES CENTERMDW02 $2,424,197$44,621 Executive Dir.$21,875 Same NTEE code W02, revenue within 2x
SOUTHEAST MICHIGAN GRANTS COALITIONMIW02 $2,491,679$2,471,757 PRESIDENT & CEO$550,102 Same NTEE code W02, revenue within 2x
NATIONAL POSTAL FORUMVAW02 $3,515,248$3,020,830 EXECUTIVE DIRECTOR$288,531 Same NTEE code W02, revenue within 2x
MASSACHUSETTS HIGHER EDUCATIONMAW02 $5,257,240$4,271,827 CEO$221,177 Same NTEE code W02, revenue within 2x
NOPI INCMAW02 $2,497,406$2,384,967 Executive Dir.$104,376 Same NTEE code W02, revenue within 2x
OREGON WORKFORCE PARTNERSHIPORW02 $2,427,424$2,324,283 VICE CHAIR$0 Same NTEE code W02, revenue within 2x
DATA FOUNDATIONDCW02 $3,039,777$2,299,034 President /Board Secretary$297,639 Same NTEE code W02, revenue within 2x
ROCK BLUEVAW02 $1,447,075$1,412,606 Board Member$0 Same NTEE code W02, revenue within 2x
EL PASO SPORTS COMMISSIONTXW02 $3,593,526$3,393,063 PRESIDENT$149,765 Same NTEE code W02, revenue within 2x
PARTICIPATORY BUDGETING PROJECT INCNYW02 $1,552,555$2,093,111 CO- EXECUTIVE DIRECTOR$102,309 Same NTEE code W02, revenue within 2x
PUBLIC POLICY LABNYW02 $4,249,465$4,404,207 Exec Dir.$204,295 Same NTEE code W02, revenue within 2x
CITY OF SAN FRANCISCO JAPAN CENTER GARAGE CORPORATIONCAW02 $6,025,872$5,599,663 CORPORATE MANAGER$187,589 Same NTEE code W02, revenue within 5x, same state
DEVELOP FOR GOODCAW02 $1,190,365$257,272 PRESIDENT$90,957 Same NTEE code W02, revenue within 5x, same state
CITY OF REFUGE COMMUNITIES INCGAW02 $723,080$654,579 CEO$0 Same NTEE code W02, revenue within 5x
INSTITUTE FOR WAR & PEACE REPORTING USDCW02 $10,783,741$10,632,861 REGIONAL DIRECTOR MENA-LAC$195,902 Same NTEE code W02, revenue within 5x
OSHEAN INCRIW02 $9,735,483$10,922,282 PRESIDENT/CEO$334,748 Same NTEE code W02, revenue within 5x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
NATIONAL PHILANTHROPIC TR DAF sponsor$10,119,9877 42022–2024 INCLUSIV INC; HEALTHY LEARNERS INC; PARTICIPATORY BUDGETING PROJECT INC; INSTITUTE FOR WAR & PEACE REPORTING US
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$8,337,72345 162016–2024 HEALTHY LEARNERS INC; LIBERTY AND LIGHT; INCLUSIV INC; DEVELOP FOR GOOD and 12 more
RICHARD KING MELLON FOUNDATION DTD 01-01-47 Private foundation$5,180,0005 22019–2023 MANCHESTER-BIDWELL CORPORATION; SOUTHWESTERN PENNSYLVANIA CORPORATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$4,131,7759 32017–2024 HEALTHY LEARNERS INC; DEVELOP FOR GOOD; GREENINFO NETWORK
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$3,085,0007 32010–2023 INCLUSIV INC; PARTICIPATORY BUDGETING PROJECT INC; GREENINFO NETWORK
PRUDENTIAL FOUNDATION INC Private foundation$3,015,0007 12020–2025 INCLUSIV INC
CITI FOUNDATION Private foundation$2,575,0003 12022–2024 INCLUSIV INC
THE CALIFORNIA ENDOWMENT Private foundation$2,502,82121 32009–2024 PARTICIPATORY BUDGETING PROJECT INC; THE CENTER TO PROMOTE HEALTHCARE ACCESS INC; GREENINFO NETWORK
GATES FOUNDATION Private foundation$2,218,3557 22014–2024 EDUCATION NORTHWEST; PARTICIPATORY BUDGETING PROJECT INC
ROBERT WOOD JOHNSON FOUNDATION Private foundation$1,947,1295 22021–2024 DATA FOUNDATION; PARTICIPATORY BUDGETING PROJECT INC
FREEDOM TOGETHER FOUNDATION Private foundation$1,875,0008 12016–2024 PARTICIPATORY BUDGETING PROJECT INC
EDWARD JONES FOUNDATION Private foundation$1,800,0001 12024–2024 INCLUSIV INC
TIDES FOUNDATION DAF sponsor$1,657,50010 42020–2024 THE CENTER TO PROMOTE HEALTHCARE ACCESS INC; INCLUSIV INC; DEVELOP FOR GOOD; PLANNING IMPLEMENTATION AND EVALUATION ORG
JPMORGAN CHASE FOUNDATION Private foundation$1,435,0002 12024–2025 INCLUSIV INC
FORD FOUNDATION Private foundation$1,225,0007 12019–2023 PARTICIPATORY BUDGETING PROJECT INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $1,455,018 spent · pay $0 · grants $0 · events $52,654
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $557,281$473,689$83,592- 38.3%
Other (as described)ADMIN FEES $342,048$290,743$51,305- 23.5%
Other (as described)CLAIMS HANDLING $226,958$192,914$34,044- 15.6%
Fees: investment management $150,167$127,642$22,525- 10.3%
Fees: accounting $98,800$83,980$14,820- 6.8%
Conferences, conventions and meetings $52,654$44,756$7,898- 3.6%
Insurance $14,659$12,460$2,199- 1.0%
Fees: legal $12,451$10,583$1,868- 0.9%
Total$1,455,018100%

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2023 · Form 990 · $2,080,814 spent · pay $0 · grants $0 · events $45,625
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS EXPENSE $641,493$545,269$96,224- 30.8%
Fees: other services $541,245$460,058$81,187- 26.0%
Other (as described)ADMIN FEES $333,996$283,897$50,099- 16.1%
Other (as described)CLAIMS HANDLING $247,167$210,092$37,075- 11.9%
Fees: investment management $142,485$121,112$21,373- 6.8%
Fees: accounting $100,920$85,782$15,138- 4.9%
Conferences, conventions and meetings $45,625$38,781$6,844- 2.2%
Insurance $14,659$12,460$2,199- 0.7%
Fees: legal $11,458$9,739$1,719- 0.6%
Other (as described)MISCELLANEOUS FEES $1,766$1,502$264- 0.1%
Total$2,080,814100%

View the filing

2022 · Form 990 · $1,353,419 spent · pay $0 · grants $0 · events $59,657
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $475,848$404,471$71,377- 35.2%
Other (as described)ADMIN FEES $364,219$364,219-- 26.9%
Other (as described)CLAIMS HANDLING $225,057$225,057-- 16.6%
Fees: investment management $147,095$125,031$22,064- 10.9%
Conferences, conventions and meetings $59,657$50,708$8,949- 4.4%
Fees: accounting $42,620$36,227$6,393- 3.1%
Fees: legal $16,178$13,751$2,427- 1.2%
Insurance $14,661$12,462$2,199- 1.1%
Other (as described)MISCELLANEOUS FEES $5,613$5,613-- 0.4%
Other (as described)CLAIMS EXPENSE $2,471$2,471-- 0.2%
Total$1,353,419100%

View the filing

2021 · Form 990 · $1,358,406 spent · pay $0 · grants $0 · events $21,027
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $495,487$421,164$74,323- 36.5%
Other (as described)ADMIN FEES $297,872$297,872-- 21.9%
Other (as described)CLAIMS HANDLING $234,462$234,462-- 17.3%
Fees: investment management $150,645$128,048$22,597- 11.1%
Other (as described)CLAIMS EXPENSE $90,211$90,211-- 6.6%
Fees: accounting $32,116$27,299$4,817- 2.4%
Conferences, conventions and meetings $21,027$17,873$3,154- 1.5%
Insurance $14,659$12,460$2,199- 1.1%
Other (as described)MISCELLANEOUS FEES $11,065$11,065-- 0.8%
Fees: legal $10,862$9,233$1,629- 0.8%
Total$1,358,406100%

View the filing

2020 · Form 990 · $2,312,731 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Claims Expense neg actuary adj $1,175,427$1,175,427-- 50.8%
Fees: other services $444,657$377,958$66,699- 19.2%
Other (as described)Administration Fees $299,177$299,177-- 12.9%
Other (as described)Claims Handling $218,512$218,512-- 9.4%
Other (as described)Other - Adminstrative Expense $161,425$137,211$24,214- 7.0%
All other expenses $13,533$13,533-- 0.6%
Total$2,312,731100%

View the filing

2019 · Form 990 · $979,823 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $445,544$378,712$66,832- 45.5%
Other (as described)Administration Fees $297,477$297,477-- 30.4%
Other (as described)Claims Handling $288,692$288,692-- 29.5%
Other (as described)Other - Adminstrative Expense $175,105$148,839$26,266- 17.9%
Other (as described)State workers' comp assessment $15,251$15,251-- 1.6%
All other expenses -$242,246-$242,246-- -24.7%
Total$979,823100%

View the filing

2018 · Form 990 · $287,650 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Excess Insurance $477,593$477,593-- 166.0%
Other (as described)Professional Fees $431,572$371,152$60,420- 150.0%
Other (as described)Administration Fees $322,551$322,551-- 112.1%
Other (as described)Claims Handling $195,277$195,277-- 67.9%
All other expenses -$1,139,343-$1,159,224$19,881- -396.1%
Total$287,650100%

View the filing

2017 · Form 990 · $914,499 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Excess Insurance $432,702$432,702-- 47.3%
Other (as described)Professional Fees $400,322$304,750$95,572- 43.8%
Other (as described)Administration Fees $299,517$299,517-- 32.8%
Other (as described)Claims Handling $208,949$208,949-- 22.8%
All other expenses -$426,991-$467,362$40,371- -46.7%
Total$914,499100%

View the filing

2016 · Form 990 · $4,351,634 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Claims Expense $3,036,258$3,036,258-- 69.8%
Other (as described)Excess Insurance $410,312$410,312-- 9.4%
All other expenses $333,708$310,944$22,764- 7.7%
Other (as described)Professional Fees $318,888$274,191$44,697- 7.3%
Other (as described)Administration Fees $252,468$252,468-- 5.8%
Total$4,351,634100%

View the filing

2015 · Form 990 · $2,814,830 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Claims Expense $1,398,495$1,398,495-- 49.7%
Other (as described)Excess Insurance $399,830$399,830-- 14.2%
Other (as described)Administration Fees $382,442$382,442-- 13.6%
All other expenses $337,690$305,528$32,162- 12.0%
Other (as described)Professional Fees $296,373$244,874$51,499- 10.5%
Total$2,814,830100%

View the filing

2014 · Form 990 · $2,713,311 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Claims Expense $1,447,896$1,447,896-- 53.4%
Other (as described)Excess Insurance $355,047$355,047-- 13.1%
Other (as described)Administration Fees $330,931$330,931-- 12.2%
Other (as described)Professional Fees $296,633$231,832$64,801- 10.9%
All other expenses $282,804$254,986$27,818- 10.4%
Total$2,713,311100%

View the filing

2013 · Form 990 · $2,416,664 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Claims Expense $1,177,469$1,177,469-- 48.7%
Other (as described)Administration Fees $345,092$345,092-- 14.3%
Other (as described)Excess Insurance $337,298$337,298-- 14.0%
All other expenses $280,733$247,965$32,768- 11.6%
Other (as described)Professional Fees $276,072$216,360$59,712- 11.4%
Total$2,416,664100%

View the filing

2012 · Form 990 · $3,073,953 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Claims Expense $1,822,012$1,822,012-- 59.3%
Other (as described)Administration Fees $345,123$345,123-- 11.2%
Other (as described)Excess Insurance $340,151$340,151-- 11.1%
All other expenses $302,662$302,662-- 9.8%
Other (as described)Professional Fees $264,005$264,005-- 8.6%
Total$3,073,953100%

View the filing

2011 · Form 990 · $3,380,094 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Claims Expense $2,139,355$2,139,355-- 63.3%
Other (as described)Administration Fees $347,740$347,740-- 10.3%
Other (as described)Excess Insurance $325,364$325,364-- 9.6%
Other (as described)Claims Handling $251,935$251,935-- 7.5%
Other (as described)Professional Fees $242,754$242,754-- 7.2%
All other expenses $72,946$72,946-- 2.2%
Total$3,380,094100%

View the filing

2010 · Form 990 · $3,359,445 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Claims Expense $2,060,141$2,060,141-- 61.3%
Other (as described)Administration Fees $355,141$355,141-- 10.6%
Other (as described)Excess Insurance $338,377$338,377-- 10.1%
Other (as described)Claims Handling $291,397$291,397-- 8.7%
Other (as described)Professional Fees $268,447$268,447-- 8.0%
All other expenses $45,942$45,942-- 1.4%
Total$3,359,445100%

View the filing

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