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 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.
Key facts about Surplus Line Association of California
In short: Surplus Line Association of California gave $1.1M across 5 grants in 2024 (avg $215K), mostly in California. Source: 2024 IRS Form 990.
- EIN
- 94-0912095
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $1,076,500
- Grants made (2024)
- 5
- Average grant
- $215,300
- Median grant
- $25,000
- Total assets
- $61,889,711
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$61.9M
+10.5% YoY
Annual Giving
$1.1M
+526.5% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$215K
+651.8% YoY
How Surplus Line Association of California gives
- Giving grew 1394% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
About Surplus Line Association of California
Based on IRS filings
Surplus Line Association of California is a public charity, based in San Ramon, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $61.9M in total assets. In 2024, it awarded 5 grants totaling $1.1M. Net investment income was $1.4M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $67K (2020) to $1.1M (2024). In 2024 it made 5 grants totaling $1.1M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Insurance Industry Charitable Foundation ($31K). Together the top 4 received $77K.
Organizations only. It also paid 1 individual scholarship ($1,000,000), which are not listed by name.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 19 grants of 24 (79%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $1,000,000 |
| Insurance Industry Charitable Foundation Los Angeles, CA | Western Division Miscellaneous Insurance Industry Purpose. | $31,000 |
| California Insurance Wholesalers Association Fairfield, CA | Ciwa 2024 Summer Forum Event Sponsorship | $25,000 |
| Cal State Fullerton Philanthropic Foundation Fullerton, CA | Srmi golf tournament platinum sponsorship & iday book sponsorship | $10,500 |
| Donor Network West Foundation San Ramon, CA | Silver Sponsorship - Hope Golf Tournament | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $61,889,711 | $56,020,622 | $46,303,421 |
| Revenue | $35,815,570 | $34,307,696 | $41,619,024 |
| Expenses | $30,898,115 | $27,991,449 | $24,216,734 |
| Net Investment Income | $1,439,731 | $180,335 | $454,660 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS October 5, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS October 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 12, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Surplus Line Association of California is led by Benjamin McKay, CEO & Executive Director since 2024 (on filings since 2020); 8 of 23 officers listed in 2024 are compensated.
Officers on the 2024 filing
Benjamin McKay
CEO & Executive Director
Executive Director → CEO & Executive Director, 2024
On filings since 2020
37.5 hrs/week
$644K (2020) → $1.1M (2024)
Janet Beaver
Past Chair & Chair
Vice Chair → Chair, 2022
Chair → Past Chair & Chair, 2024
On filings since 2020
1 hr/week
No compensation reported
Rich Gobler
Chair
Secretary & Treasurer → Vice Chair, 2022
Vice Chair → Chair, 2024
On filings since 2020
1 hr/week
No compensation reported
Glenn Leung
Vice President & Finance Analyst
Vice President & Finance → Vice President & Finance Analyst, 2024
On filings since 2020
37.5 hrs/week
$138K (2020) → $217K (2024)
Michael Caturegli
Chief Technology & Analysis Officer
Senior Vice President, It & Data Analysis → Chief Technology & Analysis Officer, 2023
On filings since 2020
37.5 hrs/week
$329K (2020) → $319K (2024)
Satya Vani Ganti
Vice President & Technology
Senior Applications Developer → Vice President & Technology, 2023
On filings since 2020
37.5 hrs/week
$135K (2020) → $226K (2024)
Barbara Trumbly
Senior Vice President, Operations & Events
Vice President & Human Resources → Senior Vice President, Operations & Events, 2023
On filings since 2021
37.5 hrs/week
$176K (2021) → $319K (2024)
David Kodama
Chief Industry & Regulatory Officer
Executive Vice President → Chief Industry & Regulatory Officer, 2023
On filings since 2021
37.5 hrs/week
$217K (2021) → $298K (2024)
James Greene
Vice President & Digital Communications
On filings since 2021
37.5 hrs/week
$227K (2021) → $297K (2024)
Yusuf Mayet
Vice President & Compliance
New on the 2024 filing
37.5 hrs/week
$247K (2024)
Charles Rosson
Board Member
On filings since 2020
1 hr/week
No compensation reported
Hank Haldeman
Member
Board Member → Member, 2024
On filings since 2020
1 hr/week
No compensation reported
James Faley
Board Member
On filings since 2020
1 hr/week
No compensation reported
John Washington
Vice Chair
Board Member → Secretary & Treasurer, 2022
Secretary & Treasurer → Vice Chair, 2024
On filings since 2020
1 hr/week
No compensation reported
Kathy Schroeder
Member
Board Member → Member, 2024
On filings since 2020
1 hr/week
No compensation reported
Pam Quilici
Board Member
On filings since 2020
1 hr/week
No compensation reported
Robert Gilbert
Board Member
Past Chair → Board Member, 2021
On filings since 2020
1 hr/week
No compensation reported
Terrence Villar
Board Member
On filings since 2020
1 hr/week
No compensation reported
Terri Moran
Board Member
Past Chair & Chair → Past Chair, 2023
Past Chair → Board Member, 2024
On filings since 2020
1 hr/week
No compensation reported
Sarah Nichols
Secretary & Treasurer
Board Member → Secretary & Treasurer, 2024
On filings since 2022
1 hr/week
No compensation reported
Timothy Chaix
Board Member
On filings since 2022
1 hr/week
No compensation reported
Jon Larson
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Khristopher Bauer
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (12)
- Former: Joy Erven (2020–2023) — COO & Director
- Former: Ivan Morse (2021–2023) — Controller
- Former: Jo Ann Del Gatto (2021–2023) — Vice President & Legal Compliance
- Former: Cliston Brown (2020–2022) — Vice President & Public Affairs
- Former: Jason Howard (2020–2022) — Board Member
- Former: Tim Chaix (2020–2021) — Board Member
- Former: Cameron Kelly (2020) — Board Member
- Former: Jerry Sullivan (2020) — Board Member
- Former: Jody Black (2020) — Vice President & Data Analysis
- Former: Patricia McAuley (2020) — Senior Vice President, Education & Compliance
- Former: Phaedra Jackson (2020) — Ops & Administrator Manager
- Former: Susan Bryant (2020) — Senior Vice President & Finance
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $1.1M, to Benjamin McKay (CEO & Executive Director). 8 officers or directors reported compensation on that filing.
Frequently asked questions about Surplus Line Association of California
How much does Surplus Line Association of California give each year?
Surplus Line Association of California gave $1.1M across 5 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $172K across 6 grants.
What is Surplus Line Association of California's typical grant size?
Surplus Line Association of California's median grant in 2024 was $25,000, and its average grant was $215,300, across 5 grants on its 2024 IRS Form 990.
Where does Surplus Line Association of California give grants?
Surplus Line Association of California gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there.
Does Surplus Line Association of California give general operating support?
Yes: 20% of Surplus Line Association of California's 2024 grants with a stated purpose (1 of 5) were for general or operating support, per its 2024 IRS Form 990.
Who are Surplus Line Association of California's largest grantees?
Surplus Line Association of California's largest 2024 grantees include Insurance Industry Charitable Foundation ($31,000), California Insurance Wholesalers Association ($25,000) and Cal State Fullerton Philanthropic Foundation ($10,500), according to its 2024 IRS Form 990. It also paid 1 individual scholarship ($1,000,000), which are not listed by name. Together they received 6% of its itemized 2024 grant dollars.
How large is Surplus Line Association of California?
Surplus Line Association of California reported $61.9M in total assets on its 2024 IRS Form 990. Its revenue that year was $35.8M.
What is Surplus Line Association of California's EIN?
Surplus Line Association of California's EIN (Employer Identification Number) is 94-0912095. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Surplus Line Association of California by hand.
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