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School Administrators Special Services FY2021 filing

Not tax-deductible

Sacramento, CAMutual-benefit / member-servingSince 1973EIN 94-2210742

To provide assistance to members obtaining group insurance and special group services. Sass administers these programs and receives support from member service fees and administrative fees.

Mission: Form 990 Part I, line 1

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $362K a year · 87% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
4 mo
of spending, in cash
Looks good: 3.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1.4M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.1M
45% of total assets
Looks good: liabilities are 45% of assets; 50% or less.
Pt X · Ln 26
Independent board members
27
of 28 voting members
Looks good: 27 of 28 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$144K
+82% vs prior year
Spent
$70K
Net assets
$1.3M
By yearFY2020–FY2024
Revenue
$144K
FY2021▲ +82%
Revenue by fiscal year
FY2020$79K
FY2021$144K
FY2022$89K
FY2023$53K
FY2024$1.7M
FY2024$0
Expenses
$70K
FY2021▲ +6%
Expenses by fiscal year
FY2020$66K
FY2021$70K
FY2022$69K
FY2023$40K
FY2024$32K
FY2024$0
Net assets
$1.3M
FY2021▲ +53%
Net assets by fiscal year
FY2020$837K
FY2021$1.3M
FY2022$876K
FY2023$1.1M
FY2024$2.8M
FY2024$11K

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1983.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

31 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Ron Williams
President
$0Pt VII · Sec A
Erin M Simon
Vice President
$0Pt VII · Sec A
Linda Kaminski
Past President
$0Pt VII · Sec A
Charles Hoffman
President Elect
$0Pt VII · Sec A
Barbara Martinez
VP for Legislative Action
$0Pt VII · Sec A
Jim Cloney
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See School Administrators Special Services executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps members secure group insurance, access special group services, and benefit from a managed investment portfolio.

Provided by the organization

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2 program services, described in the organization's own filed words · FY2020.
01

Insurance

To provide members with assistance obtaining group insurance policies and special group services.

Pt IX · col B
02

Investments

To manage an investment portfolio for the benefit of members.

Pt IX · col B

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Association of California School AdministratorsFY2023$1.4M
Total grants receivedfrom 1 funder$1.4M

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$144K
Ln 12
Investment incomeLn 3$144K
Money outPt IX
$70K
Ln 25
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$22K
Total assetsLn 16$2.4M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
31
listed · VII A
PaidVII A0
Voting boardVI 1a28
IndependentVI 1b27
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$144K
Gains on assetsLn 7$64K
Total revenueLn 12$144K
Assets in detailPt X, end of year
CashLn 1$22K
Cash and savings togetherLn 1–2$22K
InvestmentsLn 11–13$2.3M
Total assetsLn 16$2.4M
LiabilitiesLn 26$1.1M
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 628
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$23K$22K
InvestmentsLn 11–13$1.8M$2.3M
Total assetsLn 16$1.9M$2.4M
LiabilitiesLn 26$1.0M$1.1M
Net assetsLn 32$837K$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Investment management feesLn 11f$22K
Other fees for servicesLn 11g$3K
Office expensesLn 13$311
InsuranceLn 23$45K
Total functional expensesLn 25$70K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.7M$32K$1.7M$2.8M 990 PDF
FY2023 $53K$40K$13K$1.1M 990 PDF
FY2022 $89K$69K$20K$876K 990 PDF
FY2021 Viewing $144K$70K$73K$1.3M 990 PDF
FY2020 $79K$66K$12K$837K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $143,611 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $80,012$80,012
VIII-7 Net gain or loss on sales of assetsExcluded from tax $63,599$63,599
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $143,611$143,611
Part IX · Statement of functional expenses $70,357 across 4 lines filed
IX-11f Investment management fees$22,200
IX-11g Other fees for services$3,225
IX-13 Office expenses$311
IX-23 Insurance$44,621
IX-25 Total functional expenses$70,357
Part X · Balance sheet $2,350,615 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $23,492$22,139
X-11 Publicly traded securitiesStart of year $1,833,060$2,328,476
X-16 Total assetsStart of year $1,856,552$2,350,615
X-17 Accounts payable and accrued expensesStart of year $6,246$2,990
X-25 Other liabilitiesStart of year $1,013,790$1,063,850
X-26 Total liabilitiesStart of year $1,020,036$1,066,840
X-32 Total net assets or fund balancesStart of year $836,516$1,283,775
X-33 Total liabilities and net assetsStart of year $1,856,552$2,350,615
Part XI · Reconciliation of net assets $1,283,775 net assets at year end
XI-1 Total revenue$143,611
XI-2 Total expenses$70,357
XI-3 Revenue less expenses$73,254
XI-4 Net assets at start of year$836,516
XI-5 Net unrealized gains (losses) on investments$374,005
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,283,775

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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