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California · Public charity

The Surplus Line Association of California

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…

$179k
Granted FY2023
6
Itemized grants FY2023
6
Organizations funded FY2023
50%
First-time grantees FY2023
Read the full brief

Read this first · the figures below need context

93% of The Surplus Line Association of California’s FY2024 grant dollars went to University Of Southern California, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 4 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year The Surplus Line Association of California named its own grantees at scale: 6 organizations, $172k. It is dated, not current.

Organizations named directly on the return

3
’17
3
’18
4
’19
3
’20
4
’21
4
’22
6
’23
4
’24

Amber years are those where most dollars went to a sponsor.

Itemized, FY2023
$172k
The rest is grants the schedule does not break out
Median grant, FY2023
$33,337
Largest grant, FY2023
$75,000
Organizations funded a year
3 to 6
FY2017 to FY2023
States reached, FY2023
3
Total assets, FY2023
$62M

How open it is to new grantees

In FY2023, 50% of the organizations The Surplus Line Association of California funded were first-time grantees, receiving 33% of its grant dollars.

New vs renewed · share of each year

In FY2023, 67% of grant dollars renewed an existing relationship; $56k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
EducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20236$172k50%
FY20224$278k0%
FY20214$72k0%
FY20203$47k0%
FY20194$109k50%
FY20183$58k33%
FY20173$52kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$1.4MPhilanthropy$227kMembership Benefit$112kHealth$85kCommunity Improvement$45kPublic Safety & Disaster$40kRecreation & Sports$11kCivil Rights$10kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Cal State Fullerton Philanthropic Foundation$253,00081%
Insurance Industry Charitable Foundation$226,74181%
California Insurance Wholesalers Association Inc$212,050617%
University of Colorado Foundation$80,00020%
California Insurance Emergency Response Association$40,0001n/a
Women of Wholesale$20,0002n/a
Donor Network West Foundation$10,00012%
Greenberg Traurig$10,0001n/a
National Council of Insurance Legislators$6,00010%
Emerging Insurance Professionals$5,5001n/a

Compare The Surplus Line Association of California with peer funders

About The Surplus Line Association of California

How much does The Surplus Line Association of California give?
The Surplus Line Association of California reported 6 itemized grants totaling $171,837, out of $179,001 in total grant expense reported on the return in its FY2023 IRS filing. It funded between 3 and 6 organizations a year over FY2017 to FY2023.
What does The Surplus Line Association of California fund?
By grant dollars over FY2017 to FY2024, its largest causes are Education (72%), Philanthropy (12%), Membership Benefit (6%).
Who are The Surplus Line Association of California's largest grantees?
By total granted over FY2017 to FY2024: Cal State Fullerton Philanthropic Foundation ($253k), Insurance Industry Charitable Foundation ($227k), California Insurance Wholesalers Association Inc ($212k).
Does The Surplus Line Association of California fund new organizations?
In FY2023, 50% of the organizations it funded were first-time grantees.
Where is The Surplus Line Association of California based?
The Surplus Line Association of California is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 11 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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