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California · Nonprofit

CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC

CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC (California) receives grants from 2 organizations whose IRS filings report $252,260 to it, the largest being SURPLUS LINE ASSOCIATION OF CALIFORNIA ($212,050). 2 of them have funded it in more than one year.

Revenue FY2025
$911k
Funders on record
2
Grants received
$252k
Net assets
$768k
2/2 repeat funderspeak grant-dependency 17%
01What it does

What California Insurance Wholesalers Association Inc does

Mission

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, which are predominantly engaged in insurance distribution where there is a licensed insurance agent-broker acting as the sales arm to the insurance consumer. The typical clients of wholesalers and excess & surplus lines brokers are retail insurance agents and brokers.

As stated on its FY2022 Form 990.

Program

  1. 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, which are predominantly engaged in insurance distribution where there is a licensed insurance agent-broker acting as the sales arm to the insurance consumer.the typical clients of wholesalers and excess & surplus lines brokers are retail insurance agents and brokers.

The program described on its FY2025 Form 990.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($244k) Expenses 100 ($269k) Net assets 100 ($90k)2018 Revenue 116 ($283k) Expenses 97 ($260k) Net assets 126 ($113k)2019 Revenue 164 ($400k) Expenses 147 ($396k) Net assets 131 ($118k)2020 Revenue 59 ($145k) Expenses 34 ($90k) Net assets 181 ($163k)2021 Revenue 199 ($485k) Expenses 119 ($321k) Net assets 363 ($327k)2022 Revenue 272 ($663k) Expenses 224 ($603k) Net assets 430 ($388k)2023 Revenue 297 ($726k) Expenses 203 ($546k) Net assets 619 ($559k)2024 Revenue 329 ($803k) Expenses 321 ($865k) Net assets 551 ($497k)2025 Revenue 373 ($911k) Expenses 234 ($630k) Net assets 851 ($768k)
'17'18'19'20'21'22'23'24'25
Revenue (373)Expenses (234)Net assets (851)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $497k to $768k (+55%).

$113k
$126k
$261k
$163k
$327k
$388k
$559k
$497k
$768k
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.

−$25k
’17
$23k
’18
$4k
’19
$54k
’20
$164k
’21
$61k
’22
$180k
’23
−$61k
’24
$281k
’25
14
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24'25
Listed121415151310111413
Joined·+2+1+2+1+2+4+4+0
No longer listed·00235311
03Who funds it

Who funds it, year by year

2018 → 2023: the base broadened from 1 funder to 2 funders, grant income rose $12k → $85k.

Funder
'18
'19
'20
'21
'22
'23
'24*
total
funders
1
1
1
1
2
2
2

From the IRS filings of CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC leans on a few funders — its largest provides 84% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC.

84%
largest funder
100%
top three
~1
effective funders

Largest funder’s share by year: 2018 100% · 2019 100% · 2020 100% · 2021 100% · 2022 85% · 2023 88% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

84% of CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC's grant income comes from California funders.

WA
CA

In-state vs out-of-state, by year

’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Governance

13
board members
85%
independent
–Conflict-of-interest policy–Whistleblower policy–Document retention✓Board reviewed the 990–Audited financials

Screen this organization

A dated, signed PDF of the compliance screen for CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC?
CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC (California) receives grants from 2 organizations whose IRS filings report $252,260 to it, the largest being SURPLUS LINE ASSOCIATION OF CALIFORNIA ($212,050). 2 of them have funded it in more than one year.
How many funders does CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC have?
IRS filings report 2 organizations giving $252,260 in grants to CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC, 2 of which have funded it in more than one year.
Who is the largest funder of CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC?
SURPLUS LINE ASSOCIATION OF CALIFORNIA is the largest funder on record, with $212,050 in grants. The full list of funders is on this page.
How can an organization like CALIFORNIA INSURANCE WHOLESALERS ASSOCIATION INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds California Insurance Wholesalers Association →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing