Public Charity

CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC

CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC is a Public Charity headquartered in FAIRFIELD, CA. Financial data from the 2025 filing: $911K revenue, $630K expenses, $768K total assets. 10 publicly reported grants to this organization, totaling roughly $252K, appear in IRS filings.

EIN: 954369749 FAIRFIELD, CA Latest filing: 2025
Total Revenue$911K
Total Expenses$630K
Total Assets$768K
Grant Records10
Funding Total$252K
Filing Years2021–2025

Mission

SEE SCHEDULE O

Where $100 goes at California Insurance Wholesalers Association Inc

How California Insurance Wholesalers Association Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$100 Programs the work itself
<$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$100
The organization is a strong recognized legislative voice for california wholesalers and excess & surplus lines brokers in the property & casualty insurance industry.Insurance wholesalers are state-licensed businesses…
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

Secretary Aimee Bernaicou
Director Andrea House
Director Caleb Whitehouse
Vice President Garett Kaneko
Director Jeffrey Case
Director John Mundelius

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$187,050 5 grants
Education
$34,710 3 grants
Fundraising & Sponsorship
$25,000 1 grant
Training & Professional Development
$5,500 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $911K $630K $768K
2024 $803K $865K $497K
2023 $726K $546K $559K
2022 $663K $603K $388K
2021 $485K $321K $327K

Between 2021 and 2025, reported annual revenue grew from $485K to $911K (+88%), with total assets most recently reported at $768K.

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

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