Nonprofit · EIN 33-0559902
COMBINED CLAIM CONFERENCE INC
Tax-exempt · SACRAMENTO, CA 95815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $343,216 | $358,950 | -$15,734 | $126,401 | $0 | $126,401 |
| June 30, 2024 | 990 | $423,453 | $625,588 | -$202,135 | $162,594 | $20,459 | $142,135 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $330,962
- Investment income
- $12,254
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,330
- Program services (functional)
- $357,469
- Management and general (functional)
- $1,481
Balance sheet and other
- Total assets, start of year
- $162,594
- Total assets, end of year
- $126,401
- Total liabilities, end of year
- $0
- Net assets, end of year
- $126,401
- Net assets without donor restrictions
- $126,401
- Gross receipts
- $343,216
- Employees
- 0
- Year formed
- 1993
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAWNDE PENCE | President Trustee or director, Officer | 2 | $0 |
| LINDA DOI-SCHEID | Vice President Trustee or director, Officer | 1 | $0 |
| CAROL MCDONALD | Vice President Trustee or director, Officer | 1 | $0 |
| MICHAEL LAMB | Treasurer Trustee or director, Officer | 1 | $0 |
| KELLY KYLE | Secretary Trustee or director, Officer | 1 | $0 |
| KELLI ANDERSON | Director Trustee or director | 1 | $0 |
| CARA CALHOUN | Director Trustee or director | 1 | $0 |
| BILL KING | Director Trustee or director | 1 | $0 |
| KAYLA JACKS | Director Trustee or director | 1 | $0 |
| JULIET SCHADE | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAWNDE PENCE | President Trustee or director, Officer | 2 | $0 |
| LINDA DOI-SCHEID | Vice President Trustee or director, Officer | 1 | $0 |
| CAROL MCDONALD | Vice President Trustee or director, Officer | 1 | $0 |
| MICHAEL LAMB | Treasurer Trustee or director, Officer | 1 | $0 |
| KELLY KYLE | Secretary Trustee or director, Officer | 1 | $0 |
| KELLI ANDERSON | Director Trustee or director | 1 | $0 |
| CARA CALHOUN | Director Trustee or director | 1 | $0 |
| BILL KING | Director Trustee or director | 1 | $0 |
| BRIAN MOSS | Director Trustee or director | 1 | $0 |
| SAMANTHA MORGAN | Director Trustee or director | 1 | $0 |
| JULIET SCHADE | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1540 RIVER PARK DR STE 211, SACRAMENTO, CA 95815-4608
- Principal officer (990 for 2024)
- DAWNDE PENCE, 1540 RIVER PARK DRIVE 211, SACRAMENTO, CA 95815
- Signed the 990
- JENIFER MCDONALD, ACCOUNT MANAGER
- Phone
- (916) 634-4205
- Website
- COMBINEDCLAIMS.COM
- Return prepared by
- MMRS Accountancy Corporation
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0559902 or by the name COMBINED CLAIM CONFERENCE INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO SPONSOR AND ORGANIZE EDUCATIONAL SEMINARS FOR INSURANCE INDUSTRY AND RELATED PERSONNEL.
Program accomplishments
- THE COMBINED CLAIMS CONFERENCE HOLDS AN ANNUAL TWO-DAY PROGRAM OFFERING CONTINUING EDUCATION FOR APPROXIMATELY 1,200 INDEPENDENT ADJUSTERS, ATTORNEYS, INVESTIGATORS, AND BROKERS. THE CONFERENCE INCLUDES SEPARATE EDUCATION TRACKS, WITH SPEAKERS ADDRESSING THE MOST PRESSING INSURANCE TOPICS. THE COMBINED CLAIMS CONFERENCE PROVIDES OVER 400 SCHOLARSHIPS TO EACH CONFERENCE FOR INSURANCE INDUSTRY PERSONNEL.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0559902
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $126,401
- Income (IRS master file)
- $343,216
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $343,216 | $358,950 | $126,401 | XML |
| 990 | June 2024 | $423,453 | $625,588 | $162,594 | XML |
| 990 | June 2023 | $308,040 | $413,837 | $344,270 | IRS |
| 990 | June 2022 | $327,685 | $327,998 | $450,067 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0559902).
Questions about COMBINED CLAIM CONFERENCE INC
- What is the EIN of COMBINED CLAIM CONFERENCE INC?
- The employer identification number (EIN) of COMBINED CLAIM CONFERENCE INC is 33-0559902.
- Is COMBINED CLAIM CONFERENCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1993.
- Are donations to COMBINED CLAIM CONFERENCE INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COMBINED CLAIM CONFERENCE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMBINED CLAIM CONFERENCE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMBINED CLAIM CONFERENCE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COMBINED CLAIM CONFERENCE INC?
- The 990 for the year ended June 30, 2025 names DAWNDE PENCE.
- Who are the officers and directors of COMBINED CLAIM CONFERENCE INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does COMBINED CLAIM CONFERENCE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $343,216, expenses of $358,950 and total assets of $126,401 at year end.
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