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San Diego Association Of Health Underwriters

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Summary charts: organization finances over time

Revenue
$168k (2023)

Expenses
$153k (2023)

Total Assets
$163k (2023)

Total Liabilities
$3.29k (2023)

Source: Form 990 tax filings from 2016 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$168,129
Expenses
$153,036
Net Income
$15,093
Net Assets
$159,691
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $148,046
88.1%
Investment Income $257
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $19,826
11.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $162,982
Total Liabilities $3,291
Net Assets $159,691
Compensation
Key Employees and Officers Compensation Related Other
Heather Simms (General Board) $0 $0 $0
Cameron Greenlaw (General Board) $0 $0 $0
Sharlene Beltran (General Board) $0 $0 $0
Michael Freeman Clu Chrs (General Board) $0 $0 $0
Gail James Clarke (Executive Dir.) $0 $0 $0
Ricky Haisha (General Board) $0 $0 $0
Melissa Salcedo Mendoza (General Board) $0 $0 $0
Fred Patterson (General Board) $0 $0 $0
Kacy Kunkel (President) $0 $0 $0
Barry Cogdill Lprt Chrs (Vp Finance) $0 $0 $0
Barbara Ciudad (Vice President) $0 $0 $0
Jim Lowther (Vice President) $0 $0 $0
Gustavo Garcia (Vice President) $0 $0 $0
Cheryl Cote (Vice President) $0 $0 $0
Anna Walker (Vice President) $0 $0 $0
Terri Yurek (Past President) $0 $0 $0
David Parker (President Elect) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$87,253
Expenses
$98,378
Net Income
-$11,125
Net Assets
$144,598
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,692
74.1%
Investment Income $255
0.3%
Net Fundraising $17,866
20.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $150,306
Total Liabilities $5,708
Net Assets $144,598
Compensation
Key Employees and Officers Compensation Other
Kacy Kunkel (President) $0 $0
Heather Simms (General Board) $0 $0
Barry Cogdill Lprt Chrs (Vp Finance) $0 $0
Cameron Greenlaw (General Board) $0 $0
Barbara Ciudad (Vice President) $0 $0
Jim Lowther (Vice President) $0 $0
Gustavo Garcia (Vice President) $0 $0
Cheryl Cote (Vice President) $0 $0
Sharlene Beltran (General Board) $0 $0
Michael Freeman Clu Chrs (General Board) $0 $0
Gail James Clarke (Executive Dir.) $0 $0
Ricky Haisha (General Board) $0 $0
Anna Walker (Vice President) $0 $0
Melissa Salcedo Mendoza (General Board) $0 $0
Terri Yurek (Past President) $0 $0
David Parker (President Elect) $0 $0
Fred Patterson (General Board) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$52,806
Expenses
$43,990
Net Income
$8,816
Net Assets
$155,723
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,880
71.7%
Investment Income $254
0.5%
Net Fundraising $9,286
17.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $155,723
Total Liabilities $0
Net Assets $155,723
Compensation
Key Employees and Officers Compensation Other
Kacy Kunkel (President Elect) $0 $0
Heather Simms (General Board) $0 $0
Barry Cogdill Lprt Chrs (Vp Finance) $0 $0
Grant Jacka (Vice President) $0 $0
Cameron Greenlaw (Vice President) $0 $0
Barbara Ciudad (Vice President) $0 $0
Jim Lowther (Vice President) $0 $0
Stacy Moskowitz (Past President) $0 $0
Joel Marcus (General Board) $0 $0
Michael Freeman Clu Chrs (General Board) $0 $0
Gail James Clarke (Executive Dir.) $0 $0
Ricky Haisha (General Board) $0 $0
Melissa Salcedo Mendoza (General Board) $0 $0
Terri Yurek (President) $0 $0
David Parker (Vice President) $0 $0
Fred Patterson (General Board) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$100,228
Expenses
$90,983
Net Income
$9,245
Net Assets
$146,907
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $83,540
83.3%
Investment Income $257
0.3%
Net Fundraising $10,857
10.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $149,584
Total Liabilities $2,677
Net Assets $146,907
Compensation
Key Employees and Officers Compensation Other
Kacy Kunkel (Vice President) $0 $0
Raquel Ramirez (General Board) $0 $0
Barry Cogdill Lprt Chrs (Vp Finance) $0 $0
Grant Jacka (Vice President) $0 $0
Cameron Greenlaw (General Board) $0 $0
Barbara Ciudad (General Board) $0 $0
Jim Lowther (Vice President) $0 $0
Stacy Moskowitz (President) $0 $0
Scott Maichel Chrs (Vice President) $0 $0
Joel Marcus (General Board) $0 $0
Michael Freeman Clu Chrs (General Board) $0 $0
Gail James Clarke (Executive Dir.) $0 $0
Ricky Haisha (General Board) $0 $0
Jim Morrison Rhu Rebc Clu (General Board) $0 $0
Melissa Salcedo Mendoza (General Board) $0 $0
Terri Yurek (President Elect) $0 $0
David Parker (Vice President) $0 $0
Sean Greene Chrs (Past President) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$150,405
Expenses
$132,179
Net Income
$18,226
Net Assets
$137,662
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $118,295
78.7%
Investment Income $227
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $31,883
21.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $143,697
Total Liabilities $6,035
Net Assets $137,662
Compensation
Key Employees and Officers Compensation Related Other
Raquel Ramirez (General Board) $0 $0 $0
Grant Jacka (General Board) $0 $0 $0
Mark Haskell Chrs (General Board) $0 $0 $0
Joel Marcus (General Board) $0 $0 $0
Michael Freeman Clu Chrs (General Board) $0 $0 $0
Gail James Clarke (Executive Dir.) $0 $0 $0
Ricky Haisha (General Board) $0 $0 $0
Jim Morrison Rhu Rebc Clu (General Board) $0 $0 $0
Kacy Kunkel (Vice President) $0 $0 $0
Barry Cogdill Lprt Chrs (Vp Finance) $0 $0 $0
Jim Lowther (Vice President) $0 $0 $0
Stacy Moskowitz (President Elect) $0 $0 $0
Scott Maichel Chrs (Vice President) $0 $0 $0
Terri Yurek (Vice President) $0 $0 $0
Pedro Reyes (Vice President) $0 $0 $0
Sean Greene Chrs (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$132,143
Expenses
$117,151
Net Income
$14,992
Net Assets
$119,436
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $85,380
64.6%
Investment Income $12
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $46,751
35.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $119,436
Total Liabilities $0
Net Assets $119,436
Compensation
Key Employees and Officers Compensation Related Other
Craig Gussin Clu Lprt Chrs (General Board) $0 $0 $0
Stephanie San Antonio Rhu (General Board) $0 $0 $0
Fred Cartier (General Board) $0 $0 $0
Joel Marcus (General Board) $0 $0 $0
Michael Freeman Clu Chrs (General Board) $0 $0 $0
Gail James Clarke (Executive Dir.) $0 $0 $0
Pedro Reyes (General Board) $0 $0 $0
Jessica Walker (Vice President) $0 $0 $0
Barry Cogdill Lprt Chrs (Vp Finance) $0 $0 $0
Mark Haskell Chrs (Past President) $0 $0 $0
Stacy Moskowitz (President Elect) $0 $0 $0
Scott Maichel Chrs (Vice President) $0 $0 $0
Ricky Haisha (Vice President) $0 $0 $0
Jim Morrison Rhu Rebc Clu (Vice President) $0 $0 $0
Terri Yurek (Vice President) $0 $0 $0
Sean Greene Chrs (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$139,462
Expenses
$108,013
Net Income
$31,449
Net Assets
$104,444
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $104,928
75.2%
Investment Income $11
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $34,523
24.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $104,444
Total Liabilities $0
Net Assets $104,444
Compensation
Key Employees and Officers Compensation Related Other
Fred Cartier (General Board) $0 $0 $0
Joel Marcus (General Board) $0 $0 $0
Michael Freeman Clu Chrs (General Board) $0 $0 $0
Gail James Clarke (Executive Dir.) $0 $0 $0
Vanessa Benitez (General Board) $0 $0 $0
Craig Gussin Clu Lprt Chrs (Vice President) $0 $0 $0
Barry Cogdill Lprt Chrs (Vp Finance) $0 $0 $0
Mark Haskell Chrs (President) $0 $0 $0
Stacy Moskowitz (Vice President) $0 $0 $0
Scott Maichel Chrs (Past President) $0 $0 $0
Ricky Haisha (Vice President) $0 $0 $0
Jim Morrison Rhu Rebc Clu (Vice President) $0 $0 $0
Terri Yurek (Vice President) $0 $0 $0
Sean Greene Chrs (President Elect) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$106,507
Expenses
$80,940
Net Income
$25,567
Net Assets
$72,995
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $63,566
59.7%
Investment Income $5
0.0%
Net Fundraising $32,998
31.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $72,995
Total Liabilities $0
Net Assets $72,995
Compensation
Key Employees and Officers Compensation Other
Craig Gussin Clu Lprt Chrs (General Board) $0 $0
Barry Cogdill Lprt Chrs (Vp Finance) $0 $0
Mark Haskell Chrs (President Elect) $0 $0
Fred Cartier (Past President) $0 $0
Stephanie San Antonio Rhu (Vice President) $0 $0
Scott Maichel Chrs (President) $0 $0
Joel Marcus (General Board) $0 $0
Michael Freeman Clu Chrs (General Board) $0 $0
Gail James Clarke (Executive Dir.) $0 $0
Ricky Haisha (Vice President) $0 $0
Jim Morrison Rhu Rebc Clu (Vice President) $0 $0
Caroline Ruddock (General Board) $0 $0
Nathan Craig (Vice President) $0 $0
Sean Greene Chrs (Vice President) $0 $0

Document Links

Fiscal Year Ending June
2015

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2014

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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