· 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.
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
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
The 6 grants below total $171,837 — the rows itemised in this filing. The $179,001 headline is the total grant expense reported on the return, so the remaining $7,164 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.
By grant size · FY2023
- Under $10k2 grants · $14k
- $10k–50k3 grants · $83k
- $50k–250k1 grant · $75k
| Recipient | Amount |
|---|---|
| CA INSURANCE WHOLESALERS ASSOCIATION | $75,000 |
| CALIFORNIA INSURANCE EMERGENCY RESPONSE ASSOCIATION | $40,000 |
| INSURANCE INDUSTRY CHARITABLE FOUNDATION | $33,337 |
| GREENBERG TRAURIG | $10,000 |
| CAL STATE FULLERTON PHILANTHROPIC FOUNDATION | $7,500 |
| NATIONAL COUNCIL OF INSURANCE LEGISLATORS | $6,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 96% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
5 repeat relationships — 3 still active in FY2023, 2 since wound down; 4 grantees were first funded in FY2023 (too recent to call). Read against FY2023, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.
How the two cohorts compare
Organizations
Total granted
Still filing today
New vs renewed · share of each year
In FY2024, 87% of grant dollars renewed an existing relationship; $10k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- CSCAL STATE FULLERTON PHILANTHROPIC FOUNDATION8× · 2017–2024 · $253k · revenue +52%
- IIINSURANCE INDUSTRY CHARITABLE FOUNDATION8× · 2017–2024 · $227k · revenue +37%
- CICALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC6× · 2018–2024 · $212k · revenue +222%
Funded once
- EIEMERGING INSURANCE PROFESSIONALSone grant, 2017 · $6k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
7 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 7 of the 11 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds UNIVERSITY OF SOUTHERN CALIFORNIA ↗
- Who funds CAL STATE FULLERTON PHILANTHROPIC FOUNDATION ↗
- Who funds INSURANCE INDUSTRY CHARITABLE FOUNDATION ↗
- Who funds CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC ↗
- Who funds UNIVERSITY OF COLORADO FOUNDATION ↗
- Who funds DONOR NETWORK WEST FOUNDATION ↗
- Who funds National Council of Insurance Legislators ↗
Government reliance of your grantees
Every dot is one organization The Surplus Line Association of California funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.