Public Charity

SURPLUS LINE ASSOCIATION OF CALIFORNIA

Based in SAN RAMON, CA, SURPLUS LINE ASSOCIATION OF CALIFORNIA operates as a Public Charity. The organization reported $35.8M in revenue, $30.9M in expenses, $61.9M in total assets for fiscal year 2024. Imperigo tracks 36 reported grants from this foundation totaling approximately $1.9M.

EIN: 940912095 SAN RAMON, CA Latest filing: 2024
Total Revenue$35.8M
Total Expenses$30.9M
Total Assets$61.9M
Grants Given36
Grant Total$1.9M
Filing Years2020–2024

Mission

OUR MISSION IS TO ENSURE THAT A RESPONSIVE AND LAWFUL SURPLUS LINE INSURANCE MARKET IS MAINTAINED IN CALIFORNIA. OUR MEASURES OF SUCCESS IN THIS RESPECT ARE THAT THE CONSUMER IS PROTECTED, THE NEEDS OF THE REGULATORS ARE WELL-SERVED, AND UNLAWFUL ACTIVITIES ARE CURTAILED. THROUGH A PROFESSIONAL AND COMMITTED ORGANIZATION, UTILIZING STATE OF THE ART TECHNOLOGY AND A CHALLENGING WORK ENVIRONMENT, WE RESPOND TO THE NEEDS OF THE CALIFORNIA CONSUMER, OUR MEMBERSHIP, AND APPROPRIATE PUBLIC AGENCIES. WE PROVIDE EDUCATION, PROCESSING, EVALUATION, AND DISSEMINATION OF SURPLUS LINE DATA AND INFORMATION TO HELP ENSURE THE FINANCIAL INTEGRITY AND STABILITY OF THE SURPLUS LINE MARKET.

Sample Grants Given

LOS ANGELES, CA · 2023
5 YEARS' PLEDGE - SCHOLARSHIP SUPPORT FOR ALL GENERAL EDUCATION EXPENSES INCURRED BY UNDERGRADUATE STUDENTS AT THE UNIVERSITY
$1,000,000
LOS ANGELES, CA · 2023
WESTERN DIVISION MISCELLANEOUS INSURANCE INDUSTRY PURPOSE.
$31,000
FAIRFIELD, CA · 2023
CIWA 2024 SUMMER FORUM EVENT SPONSORSHIP
$25,000
FULLERTON, CA · 2023
SRMI GOLF TOURNAMENT PLATINUM SPONSORSHIP & IDAY BOOK SPONSORSHIP
$10,500
SAN RAMON, CA · 2023
SILVER SPONSORSHIP - HOPE GOLF TOURNAMENT
$10,000

Showing up to 5 of 36 total records — full history available with membership.

Officers & Directors

SENIOR VP, OPERATIONS & EVENTS Barbara Trumbly
CEO & EXECUTIVE DIRECTOR Benjamin Mckay
BOARD MEMBER Charles Rosson
CHIEF INDUSTRY & REGULATORY OFFICER David Kodama
VP, FINANCE ANALYST Glenn Leung
MEMBER (THRU FEBRUARY 28, 2024) Hank Haldeman

Officer compensation and complete director data available with membership.

Top Grant Purposes

5 YEARS' PLEDGE - SCHOLARSHIP SUPPORT FOR ALL GENERAL EDUCATION EXPENSES INCURRED BY UNDERGRADUATE STUDENTS AT THE UNIVERSITY
$1,000,000 1 grant
GENERAL SUPPORT
$756,791 26 grants
WESTERN DIVISION MISCELLANEOUS INSURANCE INDUSTRY PURPOSE.
$31,000 1 grant
RMI PROGRAM
$30,000 1 grant
RISK MANAGEMENT PROGRAM
$30,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2024 $35.8M $30.9M $61.9M
2023 $34.3M $28.0M $56.0M
2022 $41.6M $24.2M $46.3M
2021 $32.1M $21.6M $30.6M
2020 $24.7M $19.4M $21.1M

Between 2020 and 2024, reported annual revenue grew from $24.7M to $35.8M (+45%), with total assets most recently reported at $61.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CO, FL, NJ, PA.

CACOFLNJPA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for SURPLUS LINE ASSOCIATION OF CALIFORNIA

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